公司表现 - Newmont Corporation(NEM)今年以来股价回报率达63.4%，显著超过基础材料行业13.2%的平均涨幅[4] - 公司当前Zacks Rank评级为2(买入)，反映盈利预测上修趋势[3] - 过去三个月内分析师对NEM全年盈利共识预期上调19.8%[4] 行业比较 - 基础材料板块包含238只个股，当前Zacks行业排名第9位[2] - NEM所属的黄金采掘业(39家公司)年内平均上涨53.4%，公司表现优于同业[6] - 对比公司Air Liquide(AIQUY)年内上涨26.4%，其所属的多元化化工行业(29家公司)年内下跌11.5%[5][6] 同业对比 - Air Liquide同样获得Zacks Rank 2评级，过去三个月盈利预测上调1.5%[5] - 两家公司均被建议作为基础材料板块的重点关注标的[7]

公司股价表现 - Harmony Gold Mining Company Limited（HMY）股价年内上涨75.4%，表现优于Zacks Mining – Gold行业53%的涨幅和标普500指数5.9%的涨幅 [2] - 同行Gold Fields Limited（GFI）和DRDGOLD Limited（DRD）同期分别上涨83.6%和59% [2] - 技术指标显示HMY股价在2025年1月17日突破200日简单移动平均线（SMA），并在2025年2月13日出现黄金交叉，显示看涨趋势 [5] 项目进展 - Wafi-Golpu铜金项目预计拥有1300万盎司黄金储量，目前正与合资伙伴Newmont Corporation（NEM）和巴布亚新几内亚政府就采矿开发合同进行谈判 [10][11] - Eva Copper项目预计年产5.5万至6万吨铜，已获得昆士兰州政府有条件资助，最终投资决定预计在2026年1月前完成 [12] 黄金价格影响 - 黄金价格年内上涨约28%，2025年4月22日达到创纪录的3500美元/盎司，目前维持在3300美元/盎司以上 [13] - 截至2025年3月31日的九个月内，HMY平均黄金售价上涨约30%至2497美元/盎司 [14] 财务状况 - 截至2025年3月31日，公司净现金增长约53%至5.92亿美元，股息政策为将净自由现金的20%分配给股东，当前股息收益率为1.3% [15] - 公司五年年化股息增长率约为19.4% [15] 估值分析 - HMY当前远期市盈率为5.05倍，较行业平均12.61倍低约60%，价值评分为B，优于同行GFI和DRD的C评级 [16][18] - 2025财年盈利预期在过去60天内被上调 [19]

投资与合作 - 苹果公司投资5亿美元于MP Materials 后者是美国唯一一家完全整合的稀土矿业公司 [1] - 该投资旨在加强美国国内稀土供应链 [1] - 苹果承诺购买MP Materials在德克萨斯州Fort Worth旗舰设施开发的美国制造稀土磁体 [2] 生产与制造 - MP Materials工厂将专门为苹果产品开发一系列钕磁体生产线 [2] - 美国制造的磁体将供应全球市场以满足日益增长的全球需求 [2] - 双方将在加利福尼亚州Mountain Pass建立稀土回收生产线 [3] 技术创新 - 回收生产线将处理包括废旧电子产品在内的稀土原料并重新用于苹果产品 [3] - 双方将合作开发新型磁体材料和加工技术以提升磁体性能 [3] 可持续发展 - 苹果2019年首次在iPhone 11的Taptic Engine中使用回收稀土元素 [4] - 目前苹果设备中几乎所有磁体都使用100%回收稀土元素制造 [4] 长期承诺 - 此次投资是苹果未来四年在美国投入超过5000亿美元计划的一部分 [4]

About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...

Toronto, Ontario--(Newsfile Corp. - July 15, 2025) - Stakeholder Gold Corp. (TSXV: SRC) (OTC Pink: SKHRF) ("Stakeholder" or the "Company") is pleased to announce that the Company has initiated it's 2025 exploration program on the Ballarat Gold-Copper Project located in the heart of the White Gold District of the Yukon Territory, Canada. The exploration program this year will include maiden diamond drilling on both the Skye Gold Zone and the Loki Copper Zone targets. Ballarat Exploration Program 2025The Com ...

LEWISVILLE, Ark., July 15, 2025 (GLOBE NEWSWIRE) -- Smackover Lithium, a Joint Venture (“JV”) between Standard Lithium Ltd. (“Standard Lithium” or the “Company”) (TSXV: SLI) (NYSE.A: SLI) and Equinor, is pleased to announce that it has completed sampling from its newest exploration well, the Lester well, in the South West Arkansas (SWA) Project area, and has recorded the highest lithium concentration reported to date from the SWA Project area; 616 mg/L lithium in brine. The Lester well was completed in the ...

融资交易 - Scandium Canada完成非经纪私募配售 募集资金334 000加元 由Naskapi Nation控制的Taasipitaakin Trust认购[1] - 每单位发行价0 02加元 包含1普通股和1认股权证 权证行权价0 05加元 有效期24个月[1] - 募集资金将主要用于公司营运资金 无单一用途占比超过总募集额10% 且不涉及投资者关系支出[2] 战略合作 - 此次投资强化了公司与Naskapi Nation的可持续互利关系 支持全球唯一在建原生钪矿Crater Lake项目开发[2] - Taasipitaakin Trust通过投资获得公司5%股权 认为国际形势及气候变化要求其在矿业领域采取战略布局[3] - 双方早在2024年4月签署预开发协议(PDA) 奠定基于信任与尊重的长期合作基础[6] 项目进展 - Crater Lake项目是全球领先的原生钪矿开发项目 旨在推动铝钪合金商业化应用[9] - 公司通过该项目开发满足市场对轻量化 环保 高性能材料的需求 目标成为钪领域市场领导者[9] - Naskapi Nation强调投资不代表未来采矿许可 仍需协商影响与利益协议 但希望从项目设计阶段参与[4] 公司治理 - 发行证券受加拿大证券法四个月零一天限售期约束 尚需TSX创业板交易所最终批准[7] - 公司CEO表示此次投资体现负责任包容性发展战略 将深化与社区合作推进项目关键步骤[3]

Vancouver, British Columbia--(Newsfile Corp. - July 15, 2025) - Scottie Resources Corp. (TSXV: SCOT) (OTCQB: SCTSF) (FSE: SR80) ("Scottie" or the "Company") is pleased to announce commencement of environmental baseline studies at the Company's 100% owned, road-accessible Scottie Gold Mine DSO Project (the "Project") in British Columbia's Golden Triangle region. A comprehensive environmental baseline program will position the Company to advance permitting and demonstrate the Project is a simplistic, low-imp ...

Standard Uranium Completes the First ExoSphere Multiphysics Program in the Southwestern Athabasca Basin on the Davidson River ProjectNew High-Grade Uranium Targets Unlocked with Integrated Geophysical SurveysJuly 15, 2025 7:30 AM EDT | Source: Standard Uranium Ltd.Vancouver, British Columbia--(Newsfile Corp. - July 15, 2025) - Standard Uranium Ltd. (TSXV: STND) (OTCQB: STTDF) (FSE: 9SU0) ("Standard Uranium" or the "Company") is pleased to announce the completion of three ExoSphere Multiphysics ...

Vancouver, BC, Canada, July 15, 2025 (GLOBE NEWSWIRE) -- WestKam Gold Corp. (TSXV:WKG) (the “Company” or “WestKam”), further to its news release of July 2, 2025 (the “MCTO Announcement”), provides an update with respect to the management cease trade order (the “MCTO”) dated July 2, 2025, issued by the British Columbia Securities Commission (the “BCSC”) in connection with the delay by the Company in filing its interim financial statements, the related management’s discussion and analysis and the related offi ...