With the Trump administration's efforts to exert control over the Federal Reserve, most recently evidenced by the firing of Lisa Cook of the Fed's Board of Governors, the U.S. central bank is potentially entering a political environment that could have a dramatic impact on its public standing both inside and outside of the country. Analysts across Wall Street have sounded alarms about the potential repercussions of an erosion of public trust in the Fed. Those at Goldman Sachs and JPMorgan have speculated th ...

I am an individual investor with over five years of experience in personal investing, holding a PhD in Economics from UCEMA. My investment approach focuses on value companies with solid long-term potential. I share my knowledge with the community by offering analysis to support individual investors. My articles reflect personal opinions and do not constitute financial advice.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to init ...

At the time of my last update on the Canadian gold miner Agnico Eagle Mines Limited (NYSE: AEM ) in June, the stock was already up by a strong 59% YTD. Since then, it has strengthened even further, with anotherManika is a macroeconomist with over 20 years of experience in industries including investment management, stock broking, investment banking. She also runs the profile Long Term Tips [LTT], which focuses on the generational opportunity in the green economy. Her investing group, Green Growth Giants , t ...

Key Takeaways AEM advances key projects like Odyssey, Detour Lake, Hope Bay, Upper Beaver and San Nicolas.Hope Bay holds 3.4M ounces in reserves, expected to play a key role in future cash flow.Drilling at East Gouldie and Patch 7 shows progress, with San Nicolas study due late 2025.Agnico Eagle Mines Limited (AEM) is executing its growth projects that are expected to provide additional growth in production and cash flows. Its robust liquidity position and cash flows allow it to maintain a strong exploratio ...

Here are five stocks added to the Zacks Rank #1 (Strong Buy) List today:TAT Technologies Ltd. (TATT) : This solutions and services provider to the commercial and military aerospace and ground defense industries has seen the Zacks Consensus Estimate for its current year earnings increasing 10.9% over the last 60 days.Citizens Financial Services, Inc. (CZFS) : This bank holding company for First Citizens Community Bank has seen the Zacks Consensus Estimate for its current year earnings increasing 5.5% over th ...

Here are three stocks with buy rank and strong income characteristics for investors to consider today, September 8th:T. Rowe Price Group, Inc. (TROW) : This investment management company has witnessed the Zacks Consensus Estimate for its current year earnings increasing nearly 9% over the last 60 days.This Zacks Rank #1 company has a dividend yield of 4.7%, compared with the industry average of 2.9%.Citizens Financial Services, Inc. (CZFS) : This bank holding company for First Citizens Community Bank has wi ...

公司概况 - 全球第二大黄金公司 市值约700亿美元[2] - 年产量达到350万盎司的低成本生产商[2] - 采用区域聚焦战略 主要业务集中在加拿大地区[2] 资产分布 - 加拿大地区资产占公司净资产的85%[2] 管理团队 - 财务高级副总裁兼首席财务官Jamie Porter代表公司出席会议[2]

Agnico Eagle Mines (AEM) 2025 Conference September 04, 2025 09:30 AM ET Company ParticipantsFahad Tariq - SVP - Equity ResearchJamie Porter - EVP - Finance & CFOConference Call ParticipantsGeorge Ross - Portfolio Manager & Senior Research AnalystNone - AnalystFahad TariqOkay, welcome everyone to our next session. Just as an introduction, my name is Fahad Tariq. I'm a mining analyst based out of Toronto at Jefferies. I cover predominantly the large cap precious metals including Agnico Eagle of course as well ...

好的 我将为您总结这份北美贵金属周报的关键要点 行业投资评级 - 报告对黄金和白银行业持积极看法 将长期实际金价和银价预测分别上调25%和30%至2500美元/盎司和35美元/盎司 [1][3] - 美银证券维持对黄金的看涨观点 设定中短期目标价为4000美元/盎司 [3] 核心观点 - 央行黄金购买潜力巨大 全球央行需要购买超过11000吨黄金才能达到总储备资产的30%黄金持有比例 这相当于以近年高位购买水平持续10年的购买量 [2] - 若排除已持有至少30%黄金储备的央行 其余央行需要购买24665吨黄金才能达到30%的持有比例 这相当于20多年的高位购买量 [2] - 金价上涨的驱动因素包括:美国结构性赤字 去全球化带来的通胀压力 对美联储独立性的担忧 以及全球地缘政治紧张局势和不确定性 [3] 价格预测调整 - 长期实际金价预测上调25%至2500美元/盎司 长期实际银价预测上调30%至35美元/盎司 [1][3] - 未来6年平均金价预测上调6%至3049美元/盎司(实际价格) 平均银价预测上调7.5%至38美元/盎司 [3] - 短期金价预测保持不变:2025年预测为3356美元/盎司 2026年预测为3659美元/盎司 [3][7] 股票评级与目标价调整 - 北美金属与矿业覆盖范围内 净资产价值(NAV)估计平均提高约12% 目标价(PO)平均提高约11% [4] - 买入评级的Newmont(NEM)目标价上调19.5%至104美元(A$160)每股 [4] - Agnico Eagle Mines(AEM)仍是2025年北美贵金属首选股 因其在达到或超越指引和执行项目方面的领先记录 有吸引力的增长项目组合 投资组合中的重大勘探上升潜力 以及位于顶级司法管辖区的资产位置(主要是加拿大 澳大利亚和芬兰) [4] 市场表现数据 - 黄金价格上周上涨2.3%至3447.95美元/盎司 主要受政治和经济动荡推动 [11] - 主要黄金指数上周表现强劲:S&P/TSX全球黄金指数上涨3.6% 费城金银指数(XAU)上涨4.1% NYSE Arca交易所金虫指数(HUI)上涨5.3% [11] - 截至8月29日的一周内 SSR Mining表现最佳 上涨13% [26] - 本季度至今 SSR Mining在全球覆盖范围内表现最佳 上涨52% [29] - 年初至今 Fresnillo在全球覆盖范围内表现最佳 上涨210% [32] 估值比较 - 北美贵金属股票交易价格为净资产价值(NAV)的1.81倍(市值加权) 相对于10年范围的1.0-2.0倍NAV [35] - 全球贵金属股票交易价格为NAV的1.92倍(市值加权) [38] - 在北美贵金属覆盖范围内 Wheaton Precious Metals是最昂贵的 交易价格为NAV的2.98倍 [46] 央行黄金储备分析 - 根据世界黄金理事会数据 全球官方黄金储备总量为36344.5吨 占外汇储备总额的21.8% [12] - 中国内地需要购买7519吨黄金才能达到30%的黄金持有比例 是所有全球央行中需求最大的 [18][19] - 日本需要购买2709吨 瑞士需要购买1609吨 台湾需要购买1302吨 香港需要购买1149吨才能达到30%的黄金持有比例 [19]

Tariffs continue to be a wild card. Anxiety gripped the markets on Tuesday, pushing the price of gold past the $3,500 mark en route to a new all-time high.The U.S. Supreme Court dazed markets by agreeing with a federal appeals court ruling that a majority of tariffs instituted by U.S. president Donald Trump were illegal. However, most expect a challenge to uphold them by the administration. As the legal back-and-forth on tariffs continue, investors scrambled towards safe haven assets like gold.The market re ...