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Freeport-McMoRan(FCX) - 2025 Q3 - Quarterly Results
2025-10-23 20:06
Freeport Reports Third-Quarter and Nine-Month 2025 Results 1 • Third-quarter 2025 operating results: ◦ Consolidated production was impacted by the temporary suspension of operations in Indonesia since the September 8, 2025, mud rush incident ◦ Consolidated copper and gold sales were approximately 1% and 4%, respectively, lower than July 2025 guidance ◦ Consolidated unit net cash costs of $1.40 per pound of copper were better than July 2025 guidance • Strong financial position and favorable long-term outlook ...
Freeport Third-Quarter and Nine-Month 2025 Financial and Operating Results Release Available on Its Website
Businesswire· 2025-10-23 20:00
PHOENIX--(BUSINESS WIRE)--Freeport (NYSE: FCX) today announced that it has posted its third-quarter and nine-month 2025 financial and operating results press release on the Investor Relations page of its website at https://investors.fcx.com/investors/news-releases. In addition, FCX made available on the Investor Relations page of its website at https://investors.fcx.com/investors/presentations supplementary financial data relating to its third-quarter and nine-month 2025 financial and operating. ...
Analyst Says He’s Bullish on Freeport-McMoRan (FCX) – Here’s Why
Yahoo Finance· 2025-10-23 19:43
We recently published 10 Trending Stocks Moving These Days. Freeport-McMoRan Inc (NYSE:FCX) is one of the trending stocks moving these days. Steven Grasso, the CEO of Grasso Global, said in a recent program on CNBC that he likes Freeport-McMoRan. “I’m going to finish where we started. I’m going to go with Freeport-McMoRan Inc (NYSE:FCX). We talked about copper. I’m long it—I’m staying long. And who knows, maybe Lutnick (US Commerce Secretary) announces something.”   Diamond Hill Large Cap Concentrate ...
Freeport-McMoRan to Post Q3 Earnings: What's in Store for the Stock?
ZACKS· 2025-10-22 21:01
Key Takeaways Freeport-McMoRan will report Q3 2025 results on Oct. 23 before market open.Revenues are projected at $6.6B, indicating a 2.8% year-over-year decline.Favorable copper prices may be offset by lower sales from the Grasberg incident and higher costs.Freeport-McMoRan Inc. (FCX) is set to release third-quarter 2025 results before the opening bell on Oct. 23.The mining giant’s earnings beat the Zacks Consensus Estimate in two of the last four quarters, missed once while delivering in-line results on ...
TD Cowen上调2026年铜价预估至每磅5.25美元
文华财经· 2025-10-22 18:30
今年迄今为止,铜需求强于预期。 预估的调整是因为几家大型矿山的问题导致全球约5%的供应中断。在印尼Grasberg矿山事故后,铜价曾 攀升。 9月8日,印尼Grasberg矿山发生大规模湿性矿料涌出事故并堵塞了通道,自由港立即暂停该矿区作业, 宣布其合同不可抗力。印尼Grasberg铜矿是全球第二大铜精矿,2024年铜矿产量为81.65万吨,约占全球 产量的3.5%。上述矿山事故发生前,Grasberg已由露天矿转入地下开采并完成产能爬坡。事故发生后, 自由港正式下调产量指引,今年第四季度无法完成原定4.45亿磅的销售目标(约20万吨铜矿)。同时, 2026年全年将分段重启涉事矿区,将2026年产量目标从17亿磅下调35%至11亿磅,将铜矿产量从77万吨 下调至49.8万吨,而今年该矿山的实际产量可能只有50万吨。 10月21日(周二),COMEX近月期铜合约目前在每磅4.9美元上下,在贵金属价格大跌之际表现相对良 好。 展望未来,TD Cowen预测2026年铜市供应短缺22.2万吨,并警告称该数字可能较为保守。 TD Cowen在一份报告中强调市场正在收紧,并将2026年价格预估从此前的4.40美元上调至 ...
Jim Cramer Says Precious Metals Could Have a Rally if Freeport-McMoRan Management “Talk a Good Game”
Yahoo Finance· 2025-10-22 17:20
Freeport-McMoRan Inc. (NYSE:FCX) is one of the stocks in Jim Cramer’s recent game plan. Cramer made a note of the company’s significant operations in gold during the episode, as he commented: “Thursday, we find out if the awesome gold rally still has legs when Freeport-McMoRan reports. This company has the world’s largest gold mine with the world’s largest set of gold mine problems, including recent horrendous flooding in Indonesia. But if they talk a good game, precious metal could have still another ral ...
Freeport-McMoRan's Upcoming Earnings: A Look into the Future
Financial Modeling Prep· 2025-10-22 17:00
Earnings per share (EPS) is expected to be $0.41, marking a 7.9% increase from the previous year despite a significant downward revision in EPS estimates.Projected revenue of $6.6 billion represents a 2.8% decrease year-over-year, highlighting challenges in revenue growth.Financial health indicators such as the debt-to-equity ratio of 0.51 and a current ratio of 2.47 demonstrate FCX's balanced financial management and operational efficiency.Freeport-McMoRan (NYSE:FCX) is a leading mining company known for i ...
Freeport-McMoRan Inc. (FCX): A Bull Case Theory
Yahoo Finance· 2025-10-22 09:58
We came across a bullish thesis on Freeport-McMoRan Inc. on Value investing subreddit by cyclist63c. In this article, we will summarize the bulls’ thesis on FCX. Freeport-McMoRan Inc.'s share was trading at $39.22 as of September 30th. FCX’s trailing and forward P/E were 27.08 and 15.27 respectively according to Yahoo Finance. Copyright: tomas1111 / 123RF Stock Photo Freeport-McMoRan’s stock recently fell more than 20% following an accident at its Grasberg mine in Indonesia, a reaction that appears exce ...
有色金属月度策略-20251021
方正中期期货· 2025-10-21 11:39
报告行业投资评级 未提及 报告的核心观点 中美贸易关系缓和,风险偏好回升,有色金属略有修复,但因基本面差异走势分化,铜相对强势明显;我国经济数据显示经济韧性与压力并存,房地产领域有压力,制造业表现较好;各有色金属品种因自身供需等基本面因素呈现不同走势和投资建议 [11][13]。 各部分总结 第一部分 有色金属运行逻辑及投资建议 - 宏观逻辑:中美贸易缓和,风险偏好回升,有色金属修复但走势分化,铜强势明显;我国经济数据显示经济有韧性也有压力,房地产领域压力大,制造业较好,如三季度GDP同比增长4.8%,前三季度同比增长5.2%等 [11] - 投资建议:铜可逢低做多,上方压力89000 - 90000元/吨,下方支撑83000 - 84000元/吨;锌逢低偏多;铝产业链暂时观望;锡可少量加空;铅多单逢高平;镍逢低略偏多;不锈钢逢低偏多 [13][14][15] 第二部分 有色金属行情回顾 - 期货收盘情况:铜收盘价85380元/吨,涨跌幅1.17%;锌收盘价21855元/吨,涨跌幅0.18%等 [16] 第三部分 有色金属持仓分析 - 持仓情况:如工业硅主力强空头,净多空持仓差值 - 13120;沪铜主力空头较强,净多空持仓差值 - 5450等,还提及了净多头和净空头变化及影响因素 [18] 第四部分 有色金属现货市场 - 现货价格:长江有色铜现货价格86000元/吨,涨跌幅1.27%;长江有色0锌现货均价21880元/吨,涨跌幅0.18%等 [19][21] 第五部分 有色金属产业链 - 各品种产业链相关图表:包含铜、锌、铝、氧化铝、铸造铝合金、铅、镍、不锈钢等品种的库存、加工费、价格走势等图表 [24][27][30] 第六部分 有色金属套利 - 各品种套利相关图表:有铜、锌、铝及氧化铝、锡、铅、镍及不锈钢等品种的沪伦比、升贴水等套利相关图表 [59][61][64] 第七部分 有色金属期权 - 各品种期权相关图表:包含铜、锌、铝等品种的期权历史波动率、加权隐含波动率、成交持仓变化等图表 [77][79][81]
全球第一大黄金生产矿山:产量达到65.1吨,TOP30中国无一上榜
搜狐财经· 2025-10-20 22:18
奥林匹亚金矿(Olimpiada)是俄罗斯最大的金矿,位于西伯利亚中部矿产资源丰富的克拉斯诺亚尔斯 克边疆区,最早发现于1970年,1996年投产,露天开采,去年产量达到45.9吨,同比减少1%。 背后的极地黄金公司(Polyus)是俄罗斯最大金矿企业,总部位于莫斯科。2024年EBITDA(调整后的 息税折旧摊销前利润)同比增长49%至57亿美元,营业收入攀升至73亿美元。成功实现年产金300万盎 司的目标,增幅达7%,销量增长11%至310万盎司。【注:1金衡盎司≈31.1034768克】 旗下还有两座金矿跻身全球TOP30,分别是距离奥利匹亚金矿约25km的布拉戈达特诺耶金矿和位于马 加丹州纳塔尔卡金矿。目前,公司正按计划推进位于西伯利亚东南部伊尔库茨克地区的苏霍伊洛格金矿 (Sukhoi Log)。这是俄罗斯储量最大的金矿床,探明储量超过1920吨,2020年从俄罗斯国家技术集团 (Rostec)手中购买该矿的剩余股份,预计2027年投产。 最近一段时间,黄金价格屡创新高,一跃成为全民讨论的焦点。中国是全球最大的黄金生产国,2024年 产量380.2吨,连续15年保持全球第一。近年来还发现多处金矿,包 ...