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New Gonow Recreational Vehicles Inc: 1 director

A director at New Gonow Recreational Vehicles Inc sold 6,422,656 shares at 1.110HKD and the significance rating of the trade was 67/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the ...

Freeport-Mcmoran Inc: 2 directors

Two Directors at Freeport-Mcmoran Inc sold 37,995 shares at between 47.660USD and 47.986USD. The significance rating of the trade was 72/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over...

Freeport-McMoRan Inc. - September 2025 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Dave Nicoski ... (+2)
  • Dave Nicoski
  • Ross LaDuke

Vermilion Compass: Weekly Equity Strategy

Rising Yields a Problem?; Russell 2000 Breakout We maintain our near-term bullish outlook on the S&P 500 (SPX) and Nasdaq 100 (QQQ), which has remained in place since 4/22/25, aside from one week (11/19/25-11/25/25) when we flipped to neutral. Our intermediate-term bullish outlook has been in place since our 5/14/25 Compass. We will stay near-term bullish as long as crucial support levels of 6480-6520 on SPX and $580-$583 on QQQ continue to hold. We will maintain our bullish intermediate-term v...

Josseline Jenssen
  • Josseline Jenssen

Vale - Event Flash - Investor Day 2025 - Lucror Analytics

Vale held its Investor Day recently, providing updated projections for most of its relevant figures for 2025, 2026 and 2030. The company anticipates that production volumes will reach the top end of the guided range in 2025 except for agglomerates, which should come in at the low end. Costs should be at the mid-point of the anticipated range for iron ore, and at the low end for nickel and copper. FY 2025 we expect EBITDA at c. USD 15 bn, with a y-o-y stable margin of 40.4%. The respective figure...

Filipe Botelho ... (+2)
  • Filipe Botelho
  • Josseline Jenssen

Lucror Analytics - Morning Views Latam

In today's Morning Views publication we comment on developments of the following high yield issuers: Avianca, Vale, Ambipar, Embraer

Filipe Botelho ... (+3)
  • Filipe Botelho
  • Josseline Jenssen
  • Lorena Reich

Lucror Analytics - Morning Views Latam

In today's Morning Views publication we comment on developments of the following high yield issuers: Canacol, Buenaventura, Auna, CSN, Cencosud, Geopark, Vale, Braskem Idesa

Filipe Botelho ... (+3)
  • Filipe Botelho
  • Josseline Jenssen
  • Lorena Reich

Lucror Analytics - Morning Views Latam

In today's Morning Views publication we comment on developments of the following high yield issuers: Canacol, Embraer, LATAM Airlines, Rumo, CSN, Vale, Axia Energia (formerly Eletrobras), Cosan SA

Filipe Botelho ... (+3)
  • Filipe Botelho
  • Josseline Jenssen
  • Lorena Reich

Lucror Analytics - Morning Views Latam

In today's Morning Views publication we comment on developments of the following high yield issuers: InRetail RE, Frontera Energy, LATAM Airlines, Rumo, Azul, Votorantim, Vale, JBS, Ecopetrol, Cosan SA

Filipe Botelho ... (+3)
  • Filipe Botelho
  • Josseline Jenssen
  • Lorena Reich

Lucror Analytics - Morning Views Latam

In today's Morning Views publication we comment on developments of the following high yield issuers: YPF Luz, Petrobras, YPF, Auna, Pampa Energia, Canacol, Cencosud, Suzano, Vale, JBS, Metalsa, Embraer, Tupy

Ben Pirie
  • Ben Pirie

Mining Monthly: October Edition

What you need to know: • Gold reached new record highs above $4,300/oz before settling around $4,000/oz, while silver climbed for the sixth consecutive month. • Despite this rise in metal prices, mining equities underperformed, with the GDX down 5.7%, GDXJ down 5.5%, and SILJ down 7.3%, and COPX up 3.1%, compared to the S&P 500 (+2.5%) and TSX (+0.8%). • Geopolitical developments, including the U.S. $5B critical minerals fund, G7 stockpiling alliance, and Trump's new partnerships with Australi...

Anglo American plc: Update following merger announcement with Teck Res...

Our credit view of this issuer reflects its predominantly cost-competitive assets, offset by some asset concentration and greater reliance on copper and iron ore.

Josseline Jenssen ... (+2)
  • Josseline Jenssen
  • Lorena Reich

Lucror Analytics - Morning Views Latam

In today's Morning Views publication we comment on developments of the following high yield issuers: Buenaventura, Gran Tierra Energy, Volcan, Vale, Gerdau, Azul, Nexa

Filipe Botelho ... (+3)
  • Filipe Botelho
  • Josseline Jenssen
  • Lorena Reich

Lucror Analytics - Morning Views Latam

In today's Morning Views publication we comment on developments of the following high yield issuers: SierraCol, Gran Tierra Energy, Sigma Alimentos, Vale, Gerdau, Buenaventura, Nexa, Braskem, Ambipar, YPF

Felix Fischer ... (+4)
  • Felix Fischer
  • Filipe Botelho
  • Josseline Jenssen
  • Lorena Reich

Lucror Analytics - Morning Views Latam

In today's Morning Views publication we comment on developments of the following high yield issuers: YPF, Vale, Auna, Samarco, CEMEX, Total Play

Filipe Botelho ... (+3)
  • Filipe Botelho
  • Josseline Jenssen
  • Lorena Reich

Lucror Analytics - Morning Views Latam

In today's Morning Views publication we comment on developments of the following high yield issuers: Grupo Posadas, Brava Energia, Vista Energy Argentina, Alsea, Orbia, CSN, Cable Onda, SierraCol, Volcan, Sigma Alimentos, Vale, Azul, Cosan SA, Nemak

Filipe Botelho ... (+3)
  • Filipe Botelho
  • Josseline Jenssen
  • Lorena Reich

Lucror Analytics - Morning Views Latam

In today's Morning Views publication we comment on developments of the following high yield issuers: Embraer, Geopark, Petrobras, Alpek, Brava Energia, Orbia, VTR Finance, Energuate, Vale, Rede D'Or

Glencore plc: Update to credit analysis

Our credit view of this issuer reflects its comprehensive and conservative financial policy with historically low net debt, against its exposure to thermal coal.

Filipe Botelho ... (+3)
  • Filipe Botelho
  • Josseline Jenssen
  • Lorena Reich

Lucror Analytics - Morning Views Latam

In today's Morning Views publication we comment on developments of the following high yield issuers: SMI Group, Peru LNG, Geopark, Volcan, Vale, Buenaventura, GOL, Embraer

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