公司业务概况 - 公司是一家为多种商业生产目的服务的矿产生产商和矿商 [1] - 主要产品是铁矿石 同时基于其投资组合中的矿山和矿床结构 也生产镍和铜 [1] 分析师研究方法论 - 分析方法倾向于寻找价值型公司 特别是与大宗商品生产相关的企业 [1] - 分析重点集中于展现持续自由现金流 低杠杆水平 可持续债务 且虽经历困境但具备高复苏潜力的公司 [1] - 偏好分析未被市场广泛关注的行业和公司 例如石油天然气 金属 矿业以及在美国以外司法管辖区运营的公司 以此作为发现价值的机会 [1] - 重点关注在新兴市场发展 展现高利润率 并呈现中长期良好投资机会的公司 [1] - 对具有亲股东态度的公司感兴趣 这类公司通常维持稳健且持续的回购计划或股息分配 [1]

Vale S.A. (NYSE: VALE ) is a producer and miner of minerals for various commercial production purposes, primarily iron ore, but also nickel and copper, due to the structure of its mines and deposits in its portfolio. Its business isI am an individual investor with over 10 years of trading. I have been developing as a stock analyst for the last five years. I am inclined to search for Value companies, mainly linked to the production of commodities. I mainly focus on companies that show sustained free cash flo ...

Vale (NYSE:VALE) Q3 2025 Earnings Call October 31, 2025 10:00 AM ET Speaker1Good morning, ladies and gentlemen. Welcome to Vale's third quarter 2025 earnings call. This conference is being recorded, and the replay will be available on our website at vale.com. The presentation is also available for download in English and Portuguese from our website. To listen to the call in Portuguese, please press the globe icon on the lower right side of your Zoom screen, and then choose to enter the Portuguese room. Sele ...

Vale's 3Q25 Performance October 31st, 2025 Disclaimer To obtain further information on factors that may lead to results different from those forecast by Vale, please consult the reports Vale files with the U.S. Securities and Exchange Commission (SEC), the Brazilian Comissão de Valores Mobiliários (CVM) and in particular the factors discussed under "Forward-Looking Statements" and "Risk Factors" in Vale's annual report on Form 20-F." (a) the countries where we operate, especially Brazil, Canada and Indonesi ...

Jimmy Gravel To Highlight Our Copper, Nickel, Cobalt And Gold Campaigns MIRAMICHI, NB / ACCESS Newswire / October 31, 2025 / SLAM Exploration Ltd. (TSXV:SXL) ("SLAM" or the "Company") is pleased announce it's participation in the 51st Annual New Orleans Investment Conference at the Hilton New Orleans Riverside from November 2nd to 5th, 2025. ...

ab 27 October 2025 Global Research Global Commodities Mission Critical Equities Global Basic Materials Dim Ariyasinghe Analyst dim.ariyasinghe@ubs.com +61-3-9242 6385 Lachlan Shaw Analyst lachlan.shaw@ubs.com +61-3-9242 6387 Levi Spry Analyst levi.spry@ubs.com +61-3-9242 6709 Ben Wood Analyst ben.wood@ubs.com +61-39-242 6709 George Eadie Analyst george.eadie@ubs.com +1-646-996 4596 Alisa Dudchak Analyst alisa.dudchak@ubs.com +44-20-7567 0844 Jarvis Lam Analyst jarvis.lam@ubs.com +852-2971 7701 This report h ...

NexMetals Announces Upsizing of Public Offering to $80 MillionFurther Upsized from $65 Million Due to Strong DemandOctober 30, 2025 9:25 AM EDT | Source: NexMetals Mining Corp.Vancouver, British Columbia--(Newsfile Corp. - October 30, 2025) - NexMetals Mining Corp. (TSXV: NEXM) (NASDAQ: NEXM) (the "Company" or "NEXM") is pleased to announce that it has increased the size of its previously announced "best efforts" public offering (the "Offering") of units of the Company ("Units") from up to C$6 ...

Highlights: Alaska Energy Metals has raised $1 million and is now in a strong financial position from which it can execute on its immediate objectives to advance the Nikolai project, Alaska, which contains nickel and other important by-product critical metals. Near term activities include: Completion of preliminary metallurgical studies to produce metal concentrates. ...

利息支付安排 - 公司宣布将于2025年10月31日支付两批可转换无担保债券的月度利息，一批于2029年10月19日到期，另一批于2030年5月30日到期 [1] 利息支付细节 - 2023年债券本金总额为1988 66万加元，应付利息为198,866加元，将发行361,572股普通股以结算利息，每1加元本金可转换为0.018182股 [2] - 2024年债券本金总额为1427 23万加元，应付利息为142,723加元，将发行259,496股普通股以结算利息，转换比率同样为每1加元本金0.018182股 [2] - 利息支付所涉债券本金总额为3415 89万加元，总利息为341,589加元，将通过发行总计621,068股普通股完成结算 [2] - 用于计算转换股数的公司普通股价格为2025年10月16日Cboe CA的收盘价每股0.55加元 [3] - 此次以股代息方案尚需获得Cboe Canada的最终批准 [3] 管理层持股情况 - 公司四位管理层成员将合计获得159,051股普通股，作为其持有的2023年及2024年债券的利息支付 [4] 公司业务概览 - 公司是一家加拿大初级矿业公司，专注于在哥伦比亚和西班牙的高品位矿区收购、勘探、开发及未来运营贵金属和多金属采矿项目 [5] - 公司在Cboe Canada的股票代码为"DMET"，在美国OTCQX市场的股票代码为"DNRSF" [5] 项目运营详情 - 在哥伦比亚，公司拥有100%权益的Zancudo项目（一个高品位金银矿床）已于2025年第二季度开始采矿运营，该项目包含历史产矿Independencia矿 [6] - 在西班牙，公司拥有三个关键矿物项目：持有Rio Narcea Recursos, S L 21%的股权并运营其Aguablanca项目（已被欧盟认定为战略项目），该项目包括一个日处理5000吨的成套加工厂 [8] - 公司在西班牙还拥有Lomero项目100%权益（一个多金属矿床）以及Toral项目100%权益（一个高品位锌铅银矿床） [8]

Ivanhoe Mines Issues 2025 Third-Quarter Financial Results, Overview of Construction and Exploration ActivitiesOctober 29, 2025 4:35 PM EDT | Source: Ivanhoe Mines Ltd.Ivanhoe Mines' reports Q3 2025 profit of $31M and adjusted EBITDA of $87M, including $76M of attributable EBITDA from Kamoa-KakulaStage Two dewatering of Kakula Mine advancing towards completion in early December; head grades to improve in Q4 2025 as higher-grade mining areas are reopenedUpdated life-of-mine integrated developmen ...