Westlake Corporation WLK announced it has approved a plan to cease operations at three of the North American chlorovinyl production facilities and the Styrene manufacturing unit amid challenging conditions in the global commodities chemicals industry. The closure is expected to take place in December 2025.
The affected facilities include the PVC plant in Aberdeen, MS, the VCM plant in Lake Charles, LA, North site and a diaphragm chlor-alkali unit at Lake Charles, LA, South site. Operations will also cease at its Lake Charles styrene plant.
The seven other North American chlorovinyl facilities will continue supplying customers with PVC, VCM and chlor-alkali products. The company will end up with annual production capacity of approximately 520 million pounds of suspension PVC globally, including 4,900 million pounds in North America, 7,630 million pounds of VCM globally, including 6,050 million pounds in North America and 6,680 million pounds of chlorine and 7,510 million pounds of caustic soda globally, including 5,410 million pounds of chlorine and 6,100 million pounds of caustic soda in North America.
The closures will also result in a workforce reduction of about 295 employees. Westlake expects pre-tax costs of approximately $415 million, mainly from non-cash accelerated depreciation, amortization and asset write-offs, along with employee severance and other shutdown costs. Most of these costs are expected to be recognized in the fourth quarter of 2025.
Westlake Corporation Price and Consensus
Westlake Corporation price-consensus-chart | Westlake Corporation Quote
WLK’s Zacks Rank & Key Picks
WLK currently carries a Zacks Rank #4 (Sell).
Some better-ranked stocks in the Basic Materials space are Kinross Gold Corporation KGC, Fortuna Mining Corp. FSM and Harmony Gold Mining Company Limited HMY.
At present, KGC sports a Zacks Rank #1 (Strong Buy), while FSM and HMY carry a Zacks Rank #2 (Buy) each. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for KGC’s current-year earnings is pegged at $1.67 per share, indicating a rise of 145.59%. Its earnings beat the Zacks Consensus Estimate in three of the trailing four quarters while missing once, with an average surprise of 17.37%. KGC shares have gained 196.5% over the past year.
The Zacks Consensus Estimate for FSM’s current fiscal-year earnings is pinned at 76 cents per share, indicating a 65.22% year-over-year increase. Its shares have surged 108.3% over the past year.
The Zacks Consensus Estimate for HMY’s 2026 earnings is pegged at $2.68 per share, indicating a 132.1% year-over-year increase. HMY shares have gained 134.6% over the past year.
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Westlake Corporation (WLK) : Free Stock Analysis Report
Kinross Gold Corporation (KGC) : Free Stock Analysis Report
Harmony Gold Mining Company Limited (HMY) : Free Stock Analysis Report
Fortuna Mining Corp. (FSM) : Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).
BASF SE BASFY partnered with San Fang Chemical Industrial Co., and Nichetech Advanced Materials Co. by signing a Memorandum of Understanding (MoU) to collaborate in the development of sustainable, circular solutions for the global footwear industry, with a shared ambition to achieve net-zero carbon emissions by 2050.
The collaboration’s first milestone is the launch of Global Recycled Standard (GRS)-certified TPU films. These high-performance films have verified recycled content that does not compromise the durability, flexibility, and quality of footwear. The certification enables tracking recycled content throughout the supply chain. Building on this launch, the partners plan to enhance the portfolio with more GRS-certified TPU products that comply with international recycling standards, supporting the adoption of innovative solutions worldwide.
The alliance brings forward the individual expertise of each of the partners. BASF contributes with its extensive knowledge in sustainable solutions and applications, San Fang adds expertise in recycled polyester polyols, as well as key raw materials, and Nichetech provides specialization in manufacturing capabilities and strong market knowledge. San Fang and Nichetech, collectively, bring deep expertise in TPU film applications.
All three companies emphasized the goal of accelerating circular solutions, reducing carbon emissions, and enabling brands to incorporate recycled materials on a wide scale. Through joint innovation, integrated resources and strict quality control, BASF, San Fang and Nichetech will promote sustainability in the footwear industry.
BASFY’s shares have gained 17.8% over the past year compared with the industry’s 16.7% decline.
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Image Source: Zacks Investment Research
BASFY’s Zacks Rank & Key Picks
BASFY currently carries a Zacks Rank #3 (Hold).
Some better-ranked stocks in the Basic Materials space are Kinross Gold Corporation KGC, Fortuna Mining Corp. FSM and Harmony Gold Mining Company Limited HMY.
At present, KGC sports a Zacks Rank #1 (Strong Buy), while FSM and HMY carry a Zacks Rank #2 (Buy) each. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for KGC’s current-year earnings is pegged at $1.67 per share, indicating a rise of 145.59%. Its earnings beat the Zacks Consensus Estimate in three of the trailing four quarters while missing once, with an average surprise of 17.37%. KGC shares have gained 196.5% over the past year.
The Zacks Consensus Estimate for FSM’s current fiscal-year earnings is pinned at 76 cents per share, indicating a 65.22% year-over-year increase. Its shares have surged 108.3% over the past year.
The Zacks Consensus Estimate for HMY’s 2026 earnings is pegged at $2.68 per share, indicating a 132.1% year-over-year increase. HMY shares have gained 134.6% over the past year.
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Kinross Gold Corporation (KGC) : Free Stock Analysis Report
BASF SE (BASFY) : Free Stock Analysis Report
Harmony Gold Mining Company Limited (HMY) : Free Stock Analysis Report
Fortuna Mining Corp. (FSM) : Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).
The financial and materials sectors of the stock market are sprinting higher as 2025 nears its end, and looking at Global Leaders in Investor's Business Daily's Screen of the Day shows Deutsche Bank and two gold names — DRDGold and Harmony Gold Mining — in or near buy zones.
Deutsche Bank shares, which have more than doubled in price this year, were rising in a cup-with-handle base ahead of the European Central Bank's expected decision this week to hold its key interest rates steady. Rates that were held higher for longer than anticipated have benefited bank stocks worldwide. DRD Gold and Harmony Gold also rose in cup-with-handle bases as gold prices returned to record highs.
Deutsche Bank Base-Building Leads To Buy Zone
Deutsche Bank, Germany's largest bank by assets, was trading inside a buy zone ranging from 36.83 to 38.67 on Monday. The New York Stock Exchange-listed shares have already soared about 120% this year.
The stock's pattern is third stage, considered a late movement. Shares on Nov. 10 broke out above a then-entry of 37.86 during a broad-based jump in equities, as investors saw encouraging signs that the U.S. government shutdown was nearing an end.
Deutsche Bank's current entry was established on Oct. 29. That's when shares climbed 4.1% after the financial firm unexpectedly swung to a third-quarter profit, aided by a revenue rise in its global investment banking business.
The bank stock ran into weakness after a Nov. 10 spike up to 38.78, including nearly undercutting its base on Nov. 20 when the stock market reversed lower. Investors eager for a Fed rate cut were spooked by the prospect that the fed funds rate held steady.
Since Nov. 20, the stock has been building the right side of its base, leading to its move into a buy zone.
DRDGold Gets Precious Metals Boost
Gold prices on Monday edged up to trade above $4,338 an ounce, approaching a two-month high. Bullion prices have surged nearly 63% this year, with the non-yielding asset growing more attractive to investors as the Federal Reserve signaled a move toward rate cuts.
The Fed began reducing the fed funds rate in September. Gold has also been playing its traditional role as a haven asset amid economic uncertainty and concerns about a pickup in inflation.
DRDGold on Monday was trading just below its 30.88 entry in the fourth stage of its pattern. Later-stage patterns tend to produce lower returns than early-stage ones. The gold stock marked a breakout day on Dec. 12, popping 4.5% and piercing into the buy zone as it bucked a broader drop in stocks.
Shares overall have pushed higher since Aug. 20 after the miner doubled its dividend and posted a 69% climb in quarterly earnings.
Harmony Gold Stock Sits In Buy Zone
Meanwhile, Harmony Gold was in a buy zone from 20.06 to 21.06. The gold stock's cup-with-handle base was in its second stage, considered an early stage. The shares held in the buy zone despite slipping during Monday's session. The stock posted its most recent breakout day on Dec. 10
Based in South Africa, the miner shot up to a high of 22.25 on Aug. 16 as gold prices surged on Fed rate-cut expectations. The stock then turned lower in the following session, sliding 8.9%. Its downward trend continued through Nov 4. before the price found upward traction.
Harmony Gold and DRDGold hold top-notch 99 Composite Ratings while Deutsche Bank has a 93 Composite Rating.
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THIS NEWS RELEASE IS NOT FOR DISTRIBUTION TO U.S. NEWSWIRE SERVICES OR FOR DISSEMINATION IN THE UNITED STATES
VANCOUVER, BC / ACCESS Newswire / December 15, 2025 / Stillwater Critical Minerals Corp. (TSX.V:PGE)(OTCQB:PGEZF)(FSE:J0G) (the "Company", or "Stillwater") is pleased to announce that as a result of strong investor demand, the Company has increased the size of its previously announced "bought deal" private placement (the "Underwritten Offering") from gross proceeds of C$10,000,400 to gross proceeds of C$15,000,140. Pursuant to the upsized Underwritten Offering, Red Cloud Securities Inc. ("Red Cloud"), as co-lead underwriter and sole bookrunner, and Research Capital Corporation (collectively with Red Cloud, the "Underwriters"), as co-lead underwriter, will purchase for resale 32,609,000 units of the Company (each, a "Unit") at a price of C$0.46 per Unit (the "Offering Price").
Each Unit will consist of one common share of the Company (each, a "Common Share") and one-half of one common share purchase warrant (each whole warrant, a "Warrant"). Each Warrant will entitle the holder thereof to purchase one Common Share (a "Warrant Share") at a price of C$0.64 at any time on or before that date which is 36 months following the Closing Date (as herein defined).
The Company will grant to the Underwriters an option, exercisable in full or in part up to 48 hours prior to the Closing Date, to purchase for resale up to an additional 4,348,000 Units at the Offering Price for additional gross proceeds of up to C$2,000,080 (the "Over-Allotment Option"). The Underwritten Offering and the securities issuable upon exercise of the Over-Allotment Option shall be collectively referred to as the "Offering".
The Company intends to use the net proceeds of the Offering for the exploration and advancement of the Company's flagship Stillwater West Ni-PGE-Cu-Co+Au project in the Stillwater mining district in Montana, U.S., as well as for general corporate purposes and working capital, as is more fully described in the Amended Offering Document (as defined herein).
Subject to compliance with applicable regulatory requirements and in accordance with National Instrument 45-106 – Prospectus Exemptions ("NI 45-106"), the Units will be offered for sale to purchasers in certain of the provinces of Canada pursuant to the listed issuer financing exemption under Part 5A of NI 45-106, as amended by Coordinated Blanket Order 45-935 – Exemptions from Certain Conditions of the Listed Issuer Financing Exemption (the "Listed Issuer Financing Exemption"). The Common Shares and the Warrant Shares underlying the Units are expected to be immediately freely tradeable in accordance with applicable Canadian securities legislation if sold to purchasers resident in Canada. The Units may also be sold in offshore jurisdictions and in the United States on a private placement basis pursuant to one or more exemptions from the registration requirements of the United States Securities Act of 1933, as amended(the "U.S. Securities Act"). All securities not issued pursuant to the Listed Issuer Financing Exemption will be subject to a hold period in accordance with applicable Canadian securities law, expiring four months and one day following the Closing Date.
There is an amended and restated offering document (the "Amended Offering Document") related to the Offering that can be accessed under the Company's profile at www.sedarplus.ca and on the Company's website at: www.criticalminerals.com. Prospective investors should read this Amended Offering Document before making an investment decision.
The Offering is scheduled to close on or about December 30, 2025 or such other date as the Company and Red Cloud may agree (the "Closing Date"). Completion of the Offering is subject to certain conditions including, but not limited to, the receipt of all necessary regulatory approvals, including the approval of the TSX Venture Exchange (the "TSXV").
This news release does not constitute an offer to sell or a solicitation of an offer to buy nor shall there be any sale of any of the securities in any jurisdiction in which such offer, solicitation or sale would be unlawful, including any of the securities in the United States of America. The Securities to be issued pursuant to the Offering have not been, and will not be, registered under the U.S. Securities Act or any U.S. state securities laws, and may not be offered or sold in the United States or to, or for the account or benefit of, U.S. persons, absent registration or any applicable exemption from the registration requirements of the U.S. Securities Act and applicable U.S. state securities laws.
About Stillwater Critical Minerals Corp.
Stillwater Critical Minerals (TSX.V: PGE | OTCQB: PGEZF | FSE: J0G) is a mineral exploration and development company focused on its flagship Stillwater West Ni-PGE-Cu-Co + Au project in the iconic and famously productive Stillwater mining district in Montana, USA. With the addition of two renowned Bushveld and Platreef geologists to the team and strategic investments by Glencore plc, the Company is well positioned to advance the next phase of large-scale critical mineral supply from this world-class American district, building on past production of nickel, copper, and chromium, and the on-going production of platinum group, nickel, and other metals by neighboring Sibanye-Stillwater. An expanded NI 43-101 mineral resource estimate, released January 2023, positions Stillwater West with the largest nickel resource in an active U.S. mining district as part of a compelling suite of ten minerals now listed as critical in the USA.
Stillwater also holds a 49% interest in the high-grade Drayton-Black Lake-gold project adjacent to Nexgold
Mining's development-stage Goliath Gold Complex in northwest Ontario, currently under an earn-in agreement with Heritage Mining, and the Kluane PGE-Ni-Cu-Co critical minerals project on trend with Nickel Creek Platinum‘s Wellgreen deposit in Canada‘s Yukon Territory. The Company also holds the Duke Island Cu-Ni-PGE property in Alaska and maintains a back-in right on the high-grade past-producing Yankee-Dundee in BC, following its sale in 2013.
FOR FURTHER INFORMATION, PLEASE CONTACT:
Michael Rowley, President, CEO & Director – Stillwater Critical MineralsEmail: info@criticalminerals.com Phone: (604) 357 4790Web: http://criticalminerals.com Toll Free: (888) 432 0075
Forward-Looking Statements
This news release includes certain statements that may be deemed "forward-looking statements". In particular, this press release contains forward-looking information relating to, among other things, the Offering, the anticipated closing date of the Offering, the intended use of proceeds of the Offering, approval of the TSXV and the filing of the Amended Offering Document. All statements in this release, other than statements of historical facts including, without limitation, statements regarding potential mineralization, historic production, estimation of mineral resources, the realization of mineral resource estimates, interpretation of prior exploration and potential exploration results, the timing and success of exploration activities generally, the timing and results of future resource estimates, permitting time lines, metal prices and currency exchange rates, availability of capital, government regulation of exploration operations, environmental risks, reclamation, title, and future plans and objectives of the company are forward-looking statements that involve various risks and uncertainties. Although Stillwater Critical Minerals believes the expectations expressed in such forward-looking statements are based on reasonable assumptions, such statements are not guarantees of future performance and actual results or developments may differ materially from those in the forward-looking statements. Forward-looking statements are based on a number of material factors and assumptions. Factors that could cause actual results to differ materially from those in forward-looking statements include failure to obtain necessary approvals, unsuccessful exploration results, changes in project parameters as plans continue to be refined, results of future resource estimates, future metal prices, availability of capital and financing on acceptable terms, general economic, market or business conditions, risks associated with regulatory changes, defects in title, availability of personnel, materials and equipment on a timely basis, accidents or equipment breakdowns, uninsured risks, delays in receiving government approvals, unanticipated environmental impacts on operations and costs to remedy same, and other exploration or other risks detailed herein and from time to time in the filings made by the companies with securities regulators. Readers are cautioned that mineral resources that are not mineral reserves do not have demonstrated economic viability. Mineral exploration and development of mines is an inherently risky business. Accordingly, the actual events may differ materially from those projected in the forward-looking statements. For more information on Stillwater Critical Minerals and the risks and challenges of their businesses, investors should review their annual filings that are available at www.sedarplus.ca.
Neither the TSX Venture Exchange nor its Regulation Services Provider (as that term is defined in the policies of the TSX Venture Exchange) accepts responsibility for the adequacy or accuracy of this release.
SOURCE: Stillwater Critical Minerals Corp.
View the original press release on ACCESS Newswire
THIS NEWS RELEASE IS NOT FOR DISTRIBUTION TO U.S. NEWSWIRE SERVICES OR FOR DISSEMINATION IN THE UNITED STATES
VANCOUVER, BC / ACCESS Newswire / December 15, 2025 / Stillwater Critical Minerals Corp. (TSX.V:PGE)(OTCQB:PGEZF)(FSE:J0G) (the "Company" or "Stillwater") is pleased to announce that it has entered into an agreement with Red Cloud Securities Inc. ("Red Cloud"), as co-lead underwriter and sole bookrunner, pursuant to which Red Cloud and Research Capital Corporation (collectively with Red Cloud, the "Underwriters"), as co-lead underwriter, will purchase for resale 21,740,000 units of the Company (each, a "Unit") at a price of C$0.46 per Unit (the "Offering Price") on a "bought deal" basis in a private placement for gross proceeds of C$10,000,400 (the "Underwritten Offering").
Each Unit will consist of one common share of the Company (each, a "Common Share") and one-half of one common share purchase warrant (each whole warrant, a "Warrant"). Each Warrant will entitle the holder thereof to purchase one Common Share (a "Warrant Share") at a price of C$0.64 at any time on or before that date which is 36 months following the Closing Date (as herein defined).
The Company will grant to the Underwriters an option, exercisable in full or in part up to 48 hours prior to the Closing Date, to purchase for resale up to an additional 4,348,000 Units at the Offering Price for additional gross proceeds of up to C$2,000,080 (the "Over-Allotment Option"). The Underwritten Offering and the securities issuable upon exercise of the Over-Allotment Option shall be collectively referred to as the "Offering".
The Company intends to use the net proceeds of the Offering for the exploration and advancement of the Company's flagship Stillwater West Ni-PGE-Cu-Co+Au project in the Stillwater mining district in Montana, U.S., as well as for general corporate purposes and working capital, as is more fully described in the Offering Document (as defined herein).
Subject to compliance with applicable regulatory requirements and in accordance with National Instrument 45-106 – Prospectus Exemptions ("NI 45-106"), the Units will be offered for sale to purchasers in certain of the provinces of Canada pursuant to the listed issuer financing exemption under Part 5A of NI 45-106, as amended by Coordinated Blanket Order 45-935 – Exemptions from Certain Conditions of the Listed Issuer Financing Exemption (the "Listed Issuer Financing Exemption"). The Common Shares and the Warrant Shares underlying the Units are expected to be immediately freely tradeable in accordance with applicable Canadian securities legislation if sold to purchasers resident in Canada. The Units may also be sold in offshore jurisdictions and in the United States on a private placement basis pursuant to one or more exemptions from the registration requirements of the United States Securities Act of 1933, as amended(the "U.S. Securities Act"). All securities not issued pursuant to the Listed Issuer Financing Exemption will be subject to a hold period in accordance with applicable Canadian securities law, expiring four months and one day following the Closing Date.
There is an offering document (the "Offering Document") related to the Offering that can be accessed under the Company's profile at www.sedarplus.ca and on the Company's website at: www.criticalminerals.com. Prospective investors should read this Offering Document before making an investment decision.
The Offering is scheduled to close on or about December 30, 2025 or such other date as the Company and Red Cloud may agree (the "Closing Date"). Completion of the Offering is subject to certain conditions including, but not limited to, the receipt of all necessary regulatory approvals, including the approval of the TSX Venture Exchange (the "TSXV").
This news release does not constitute an offer to sell or a solicitation of an offer to buy nor shall there be any sale of any of the securities in any jurisdiction in which such offer, solicitation or sale would be unlawful, including any of the securities in the United States of America. The securities to be issued pursuant to the Offering have not been, and will not be, registered under the U.S. Securities Act or any U.S. state securities laws, and may not be offered or sold in the United States or to, or for the account or benefit of, U.S. persons, absent registration or any applicable exemption from the registration requirements of the U.S. Securities Act and applicable U.S. state securities laws.
About Stillwater Critical Minerals Corp.
Stillwater Critical Minerals (TSX.V:PGE)(OTCQB:PGEZF)(FSE:J0G) is a mineral exploration and development company focused on its flagship Stillwater West Ni-PGE-Cu-Co + Au project in the iconic and famously productive Stillwater mining district in Montana, USA. With the addition of two renowned Bushveld and Platreef geologists to the team and strategic investments by Glencore plc, the Company is well positioned to advance the next phase of large-scale critical mineral supply from this world-class American district, building on past production of nickel, copper, and chromium, and the on-going production of platinum group, nickel, and other metals by neighboring Sibanye-Stillwater. An expanded NI 43-101 mineral resource estimate, released January 2023, positions Stillwater West with the largest nickel resource in an active U.S. mining district as part of a compelling suite of ten minerals now listed as critical in the USA.
Stillwater also holds a 49% interest in the high-grade Drayton-Black Lake-gold project adjacent to Nexgold
Mining's development-stage Goliath Gold Complex in northwest Ontario, currently under an earn-in agreement with Heritage Mining, and the Kluane PGE-Ni-Cu-Co critical minerals project on trend with Nickel Creek Platinum‘s Wellgreen deposit in Canada‘s Yukon Territory. The Company also holds the Duke Island Cu-Ni-PGE property in Alaska and maintains a back-in right on the high-grade past-producing Yankee-Dundee in BC, following its sale in 2013.
FOR FURTHER INFORMATION, PLEASE CONTACT:
Michael Rowley, President, CEO & Director – Stillwater Critical Minerals
Email: info@criticalminerals.com Phone: (604) 357 4790
Web: http://criticalminerals.com Toll Free: (888) 432 0075
Forward-Looking Statements
This news release includes certain statements that may be deemed "forward-looking statements". In particular, this press release contains forward-looking information relating to, among other things, the Offering, the anticipated closing date of the Offering, the intended use of proceeds of the Offering, approval of the TSXV and the filing of the Offering Document. All statements in this release, other than statements of historical facts including, without limitation, statements regarding potential mineralization, historic production, estimation of mineral resources, the realization of mineral resource estimates, interpretation of prior exploration and potential exploration results, the timing and success of exploration activities generally, the timing and results of future resource estimates, permitting time lines, metal prices and currency exchange rates, availability of capital, government regulation of exploration operations, environmental risks, reclamation, title, and future plans and objectives of the company are forward-looking statements that involve various risks and uncertainties. Although Stillwater Critical Minerals believes the expectations expressed in such forward-looking statements are based on reasonable assumptions, such statements are not guarantees of future performance and actual results or developments may differ materially from those in the forward-looking statements. Forward-looking statements are based on a number of material factors and assumptions. Factors that could cause actual results to differ materially from those in forward-looking statements include failure to obtain necessary approvals, unsuccessful exploration results, changes in project parameters as plans continue to be refined, results of future resource estimates, future metal prices, availability of capital and financing on acceptable terms, general economic, market or business conditions, risks associated with regulatory changes, defects in title, availability of personnel, materials and equipment on a timely basis, accidents or equipment breakdowns, uninsured risks, delays in receiving government approvals, unanticipated environmental impacts on operations and costs to remedy same, and other exploration or other risks detailed herein and from time to time in the filings made by the companies with securities regulators. Readers are cautioned that mineral resources that are not mineral reserves do not have demonstrated economic viability. Mineral exploration and development of mines is an inherently risky business. Accordingly, the actual events may differ materially from those projected in the forward-looking statements. For more information on Stillwater Critical Minerals and the risks and challenges of their businesses, investors should review their annual filings that are available at www.sedarplus.ca.
Neither the TSX Venture Exchange nor its Regulation Services Provider (as that term is defined in the policies of the TSX Venture Exchange) accepts responsibility for the adequacy or accuracy of this release.
SOURCE: Stillwater Critical Minerals
View the original press release on ACCESS Newswire
TORONTO, Dec. 15, 2025 /CNW/ – Mirco Wojnarowicz, the CEO of Rock Tech Lithium Inc. (TSXV: RCK) (OTCQX: RCKTF) (FWB: RJIB) (WKN: A1XF0V) (the "Company" or "Rock Tech") is pleased to announce:
Rock Tech Lithium Inc. ("Rock Tech" or the "Company") welcomes the Province of Ontario's approval and launch of the CAD $500 million Critical Minerals Processing Fund ("CMPF"), a milestone initiative designed to accelerate the province's critical minerals processing capacity and strengthen Ontario's position in the global battery materials supply chain.
Rock Tech's proposed Lithium Conversion Facility (the "Converter") in Red Rock, Ontario directly aligns with the CMPF's mandate to support midstream critical minerals processing projects in the province. The Converter is designed to deliver domestic lithium conversion capacity for battery-grade products, reduce reliance on offshore processing, and anchor downstream investment in Ontario's electric vehicle and energy storage supply chain.
The CMPF represents a clear signal to global markets that Ontario is committed to scaling up processing capacity needed to support the energy transition. By enabling new critical mineral projects and midstream processing facilities, the fund will help catalyze investment, create jobs, and anchor long-term economic benefits across the province.
As a technology company advancing its Georgia Lake lithium mining project and a lithium conversion facility in Ontario, located only about 60 kilometers apart, Rock Tech sees the CMPF as an important building block in establishing a regional and integrated lithium battery supply chain. The planned design of the Converter in Red Rock is directly based on Rock Tech's fully permitted, shovel-ready converter in Guben, Germany, which was recently designated an EU Strategic Project under the European Critical Raw Materials Act (CRMA). This foundation gives the Converter a uniquely advanced and de-risked design — positioning it as one of the most technically mature lithium conversion projects in North America.
"We applaud the Government of Ontario for taking bold action to support critical minerals development," said Mirco Wojnarowicz, CEO of Rock Tech Lithium. "With the CMPF now approved, Ontario is sending a clear signal that it intends to lead in battery materials. Our Converter in Red Rock, built on the engineering and experience behind our EU CRMA Strategic Project in Germany, is exceptionally well-positioned to help deliver the processing capacity the province needs to compete globally."
Rock Tech has invested more than 350,000 engineering hours and CAD 65 million into the design of its lithium conversion facilities. The Company will continue to work closely with provincial partners, Indigenous communities, and industry stakeholders to support the development of an integrated, competitive, and resilient lithium supply chain in Ontario.
On behalf of the Management
Mirco WojnarowiczCEO, Rock Tech Lithium Inc.
ABOUT ROCK TECHRock Tech is enabling the battery age by making the battery industries in Europe and North America more independent and competitive. The Company's goal is to ensure the supply of high-quality, locally produced lithium – supporting a resilient, sustainable, and transparent value chain from mine to battery-grade material.
Rock Tech relies on responsible sourcing, state-of-the-art and proven technologies, and a clear focus on circular economy principles. The Company's lithium hydroxide converter projects in Guben, Germany (24,000 tonnes LHM per year) and Ontario, Canada (up to 36,000 tonnes LCE per year) form the foundation for a stable and regional supply to the battery and automotive industries. The Guben converter has been recognized as a strategic project under the EU Critical Raw Materials Act.
The raw materials for Rock Tech's converter projects are sourced exclusively from verifiably ESG-compliant suppliers. In Canada, Rock Tech relies, among other sources, on its wholly owned Georgia Lake Project, which ensures a stable and sustainable supply for the North American market and is being developed in close partnership with local First Nations communities. By integrating recycled materials, the company aims to close the local battery loop.
With its facilities, Rock Tech makes a central contribution to battery-grade material sovereignty and the achievement of climate targets. The company works in partnership with industry, policymakers, and community groups, and is committed to open communication and the highest environmental standards.
CAUTIONARY NOTE CONCERNING FORWARD-LOOKING INFORMATION
Certain statements contained in this news release constitute "forward-looking information" under applicable securities laws and are referred to herein as "forward-looking statements". All statements, other than statements of historical fact, which address events, results, outcomes or developments that the Company expects to occur are forward-looking statements. When used in this news release, words such as "expects", "anticipates", "plans", "predicts", "believes", "estimates", "intends", "targets", "projects", "forecasts", "may", "will", "should", "would", "could" or negative versions thereof and other similar expressions are intended to identify forward-looking statements. In particular, this news release contains forward-looking information pertaining to: the anticipated reduction in operating costs for the Guben Converter and the underlying assumptions supporting the updated OpEx model, including projected savings from transport and logistics, reagent procurement, fixed costs, leach residue reuse, and additional operational efficiencies; the implementation of a revised logistics concept and updated spodumene supply contract; the finalization of binding offtake agreements for leach residues; the expected annual production capacity of 24,000 tonnes of lithium hydroxide; the timing and outcome of the Company's review of capital expenditures and updated financial model; the Company's ability to secure project financing including the support and subsidies from government and EU; the anticipated construction timeline, commissioning, and operational start-up of the Guben Converter; and the Company's broader business strategy, including its role in Europe's battery supply chain and contribution to the energy transition. Forward-looking information is based on certain assumptions, estimates, expectations and opinions of the Company and, in certain cases, third party experts, that are believed by management of Rock Tech to be reasonable at the time they were made. Forward-looking information is derived utilizing numerous assumptions regarding, among other things:; the availability and terms of long-term energy supply agreements and reagent procurement contracts;; the Company's ability to secure sufficient financing on acceptable terms; the availability of skilled labor, equipment, and materials at projected costs; the stability of commodity prices, exchange rates, and general economic conditions; the absence of material disruptions to supply chains, construction schedules, or permitting processes; the accuracy and reliability of technical data, forecasts, and engineering studies. The foregoing list is not exhaustive of all assumptions which may have been used in developing the forward-looking information. While Rock Tech considers these assumptions to be reasonable based on information currently available, they may prove to be incorrect and should not be read as a guarantee of future performance or results. Forward-looking information is subject to known and unknown risks, uncertainties, and other factors that may cause actual results to differ materially from those expressed or implied by such statements, including but not limited to: delays or failures in securing energy supply agreements, reagent contracts, or offtake arrangements; construction delays, cost overruns, or technical challenges in commissioning the Guben Converter; changes in market conditions, including lithium prices, demand for EV batteries, and availability of financing; regulatory risks, including delays in permitting or changes in applicable laws and regulations; operational risks, including supply chain disruptions, labor shortages, and equipment failures; geopolitical risks, inflationary pressures, and macroeconomic volatility; reliance on third-party contractors and suppliers for critical project components. Except as may be required by law, Rock Tech undertakes no obligation and expressly disclaims any responsibility, obligation or undertaking to update or to revise any forward-looking information, whether as a result of new information, future events or otherwise, to reflect any change in Rock Tech's expectations or any change in events, conditions or circumstances on which any such information is based. The forward-looking information contained herein is presented for the purposes of assisting readers in understanding Rock Tech's plans, objectives and goals and is not appropriate for any other purposes.
NEITHER THE TSX VENTURE EXCHANGE NOR ITS REGULATION SERVICES PROVIDER (AS THAT TERM IS DEFINED IN POLICIES OF THE TSX VENTURE EXCHANGE) ACCEPTS RESPONSIBILITY FOR THE ADEQUACY OR ACCURACY OF THIS RELEASE.
Cision
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Lundin Mining (TSX:LUN) has quietly doubled investors money over the past year, with shares up about 62% in the past 3 months. This performance is prompting a closer look at what is driving the momentum.
See our latest analysis for Lundin Mining.
With the share price now around CA$27.21 and a 90 day share price return of roughly 62%, Lundin Mining’s momentum looks firmly in “building” territory, backed by a 1 year total shareholder return of nearly 120% that reflects growing optimism about copper focused growth.
If Lundin’s run has you thinking bigger about the sector, it could be a good time to explore fast growing stocks with high insider ownership for other fast moving opportunities with committed insiders behind them.
Yet with Lundin Mining now trading slightly above the average analyst target and at a premium to some historical valuation markers, investors must ask: Is there still a buying opportunity here, or is future growth already priced in?
Most Popular Narrative: 10.9% Overvalued
Compared to the last close at CA$27.21, the most followed narrative points to a lower fair value of about CA$24.55, framing a richer valuation backdrop.
Lundin’s exposure to long term structural trends, specifically the rising demand for copper, nickel, and zinc driven by global electrification, infrastructure growth, and adoption of green technologies, is expected to underpin favorable pricing and volume growth, providing tailwinds to revenue and profitability as new projects come online.
Want to see how modest top line growth, fatter margins, and a punchy earnings multiple combine into that fair value call? The narrative walks through each step of the forecast engine, and the tension between earnings expansion and a premium valuation multiple might surprise you.
Result: Fair Value of $24.55 (OVERVALUED)
Have a read of the narrative in full and understand what’s behind the forecasts.
However, concentrated South American copper exposure and capital intensive growth projects mean political shocks or project delays could quickly undermine today’s optimistic valuation story.
Find out about the key risks to this Lundin Mining narrative.
Build Your Own Lundin Mining Narrative
If the consensus view does not quite fit your outlook, or you prefer to work from first principles, you can build a custom narrative in minutes: Do it your way.
A great starting point for your Lundin Mining research is our analysis highlighting 1 key reward and 1 important warning sign that could impact your investment decision.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include LUN.TO.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
We recently published 7 Best ASX Stocks to Buy Right Now. BHP Group (NYSE:BHP) is one of the best ASX stocks.
BHP Group (NYSE:BHP) is one of the biggest mining companies in the world. The firm made an important announcement on December 9th when it revealed that BlackRock’s Global Infrastructure Partners would invest $2 billion in Western Australia Iron Ore’s inland power network. Through the deal, BHP Group (NYSE:BHP) will retain operational control of the site, and the two companies will create an entity in which the firm will hold a 51% stake. The mining company will pay a tariff to the new entity corresponding to its share.
Photo by Shane Cottle on Unsplash
Late November and early December also saw considerable action by analysts for BHP Group (NYSE:BHP)’s shares. For instance, on December 3rd, JPMorgan increased its share price target for the firm to GBp 2,300 from GBp 2,100 and kept a Neutral rating on the shares. On November 24th, Bank of America Securities kept a Buy rating and an A$49 share price target. BHP Group (NYSE:BHP) also made an important announcement on November 24th when it announced that it was “no longer considering” a combination with Anglo American plc. The firm cited the “potential of its own organic growth strategy” as one of the reasons behind walking away from a deal that many thought was in response to Anglo teaming up with Teck Resources to create a sizable entity in the copper industry.
While we acknowledge the potential of BHP as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock.
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Disclosure: None. This article is originally published at Insider Monkey.
Analysts have nudged their fair value estimate for BHP Group slightly lower, trimming it from 45.21 to 44.94 as they refine their long term assumptions rather than rethink the investment case. The modestly higher discount rate and a sharply upgraded revenue growth outlook reflect a more nuanced view of how macro risks and diversified commodity exposure may shape future cash flows. Stay tuned to see how investors can track these shifting assumptions and stay ahead of the evolving BHP narrative.
Stay updated as the Fair Value for BHP Group shifts by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on BHP Group.
What Wall Street Has Been Saying
🐂 Bullish Takeaways
- JPMorgan analyst Dominic O'Kane has maintained a Neutral stance through recent revisions, which still signals confidence in BHP Group's ability to execute despite shifting macro conditions and commodity price uncertainty.
- The October price target lift from 2,160 GBp to 2,200 GBp at JPMorgan pointed to improving conviction in BHP's operational delivery and cash generation, with execution, cost control, and portfolio quality seen as supportive of long term value.
- Even after the later cut to 2,100 GBp, JPMorgan's target continues to sit close to prior highs, underscoring the view that BHP's diversified exposure and scale give it solid medium term growth and capital return potential.
🐻 Bearish Takeaways
- The subsequent reduction of JPMorgan's price target from 2,200 GBp to 2,100 GBp signals increasing caution on valuation, with some upside seen as already priced in given macro and commodity cycle risks.
- By keeping a Neutral rating rather than upgrading, Dominic O'Kane indicates that while BHP's execution is credible, near term uncertainties around demand, pricing, and capital allocation temper enthusiasm on further re rating from here.
Do your thoughts align with the Bull or Bear Analysts? Perhaps you think there's more to the story. Head to the Simply Wall St Community to discover more perspectives or begin writing your own Narrative!
ASX:BHP 1-Year Stock Price Chart What's in the News
- Anglo American has rejected BHP Group's latest takeover proposal and chosen to pursue its planned merger with Teck Resources instead, which curbs BHP's near term M&A options to scale up copper exposure.
- The English High Court has ruled that BHP is legally liable under Brazilian law for the 2015 Mariana/Fundão dam collapse, with the size of potential damages to be set in later trial phases, introducing significant long tail legal and financial risk.
- The U.S. has added copper, silver and metallurgical coal to its critical minerals list, highlighting the strategic value of key commodities in BHP's portfolio and raising the prospect of shifting trade, tariff and policy dynamics around these markets.
- China's state iron ore buyer has temporarily banned U.S. dollar priced seaborne iron ore cargoes from BHP amid a pricing dispute. BHP is continuing to move volumes by selling discounted cargoes via private tenders to Chinese traders as it seeks to defend share in a crucial market.
How This Changes the Fair Value For BHP Group
- The fair value estimate has edged down slightly from 45.21 to 44.94, which implies a modest reduction in intrinsic valuation per share.
- The discount rate has risen slightly from approximately 8.01% to 8.03%, reflecting a marginally higher required return on equity.
- The revenue growth assumption has increased significantly from about 2.8% to roughly 21.7%, indicating a much stronger long term top line outlook.
- The net profit margin has eased slightly from around 21.63% to 21.58%, suggesting an almost unchanged but fractionally lower profitability profile.
- The future P/E multiple has ticked up slightly from 17.10x to 17.21x, signaling a marginally higher valuation placed on forecast earnings.
🔔 Never Miss an Update: Follow The Narrative
Narratives are easy-to-understand stories that connect your view of a company with the numbers behind it, from future revenue and earnings to margins and fair value. On Simply Wall St’s Community page, millions of investors use Narratives to link BHP Group’s story to a forecast and a fair value, then compare that to today’s share price to inform their decisions. As news, results, or macro events appear, these Narratives update dynamically so your investment view stays current and actionable.
Head over to the Simply Wall St Community and follow the Narrative on BHP Group to stay on top of how the story and the numbers evolve:
- How demand for critical minerals, steelmaking materials, and decarbonization projects could influence BHP’s long term revenue and earnings path.
- Whether disciplined capex, long life low cost assets, and a strong balance sheet can support sustained dividends, buybacks, and a premium valuation multiple.
- How project execution risks, ESG pressures, and legal liabilities might affect margins, cash flows, and the gap between fair value and the current share price.
Follow the full Narrative here: BHP, Commodity Cycles And Legal Liabilities Will Shape Future Performance Outlook.
Curious how numbers become stories that shape markets? Explore Community Narratives
This article by Simply Wall St is general in nature. We provide commentary based on historical data
and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your
financial situation. We aim to bring you long-term focused analysis driven by fundamental data.
Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.
Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include BHP.AX.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
Brisbane, Australia–(Newsfile Corp. – December 15, 2025) – Graphene Manufacturing Group Ltd. (TSXV: GMG) (OTCQX: GMGMF) ("GMG" or the "Company") is pleased to provide the latest progress update on the Graphene Aluminium-Ion Battery technology ("G+AI") being developed by GMG and the University of Queensland ("UQ") under a Joint Development Agreement with Rio Tinto, one of the world's largest metals and mining groups, and with the support of the Battery Innovation Center of Indiana ("BIC") in the United States of America.
Based on its current state of development as reflected below, the GMG G+AI Battery has similar performance characteristics to those provided by High Power Lithium Titanate Oxide ("LTO") batteries, which are sold at a premium price of up to US$1500/kWh. However, the GMG G+AI Battery can be produced at a substantially lower cost and therefore can be priced below that of LTO batteries. In 2025, sales of LTO batteries, which are used in many applications globally, totalled US$ 5.6[1] billion.
Battery Performance Update:
GMG is pleased to announce that it has progressed its G+AI Battery technology and believes that, once development is completed, it can meet the key target specification requirements for the main targeted battery use case as per Figure 1, including:
- Charging in under 6 minutes;
- Energy density > 100 Wh/kg after 1 hour of charging;
- Long Cycle Life (10,000 cycles);
- Safe (no Lithium);
- Lower Thermal Runaway Risk; and
- Likely no thermal management system will be needed.
Bob Galyen, GMG Non-Executive Director, commented: "In my nearly five decades in the battery industry, I have rarely seen a technology with the disruptive potential of GMG's next-generation graphene aluminium-ion battery. With the possibility of charging from empty to full in around six minutes, this chemistry fundamentally changes how designers can think about electric vehicles, consumer electronics, and stationary storage. Instead of planning around long charge stops with large packs, engineers can optimise for rapid energy turnaround, with higher power, and safer, with GMG's battery made from abundant raw materials. Lithium-ion will remain a key part of the energy landscape for years to come, but its limitations in fast charging, temperature tolerance, and critical-mineral supply are increasingly evident. By leveraging aluminium and graphene, the GMG team is demonstrating a pathway to reduce reliance on traditional lithium-based systems while delivering step-change improvements in charge time and power density. This is not an incremental tweak to existing cells – it is a new platform that can open markets and use cases that were previously uneconomic or impractical. As GMG moves from the lab toward scaled manufacturing, its primary focus is on proving reliability, safety, and cost at industrial level. Automotive, grid, and specialty-device partners are already engaging with GMG to explore pilot programs and early integrations. The companies that adapt quickest to this shift will lead the next wave of electrification, and GMG intends to be at the centre of that transition with graphene aluminium-ion technology."
Figure 1: G+AI Battery Use Case – heavy mobile equipment
To view an enhanced version of this graphic, please visit:https://images.newsfilecorp.com/files/8082/278044_gmg_figure1.jpg
GMG is pleased to share the energy densities of the current GMG G+AI pouch cell at 60 minutes and 6-minute charging compared to other chemistry batteries on the market (Figure 2), and a voltage vs capacity graph (Figure 3) of its latest G+AI Battery technology based on data provided by the third-party BIC battery testing laboratory.
Based on that testing, the current stage of development, batteries produced by GMG and BIC had an energy density of 58 Wh/kg when charged in 1 hour and 26 Wh/kg when charged in 6 minutes. In 6-minute fast charging, the battery cells achieved 62% capacity in 3.2 minutes. The batteries had a nominal voltage of approximately 3.0 Volts and maintained performance over hundreds of cycles at 6-minute fast charging, without the significant degradation typically observed in lithium and sodium-ion batteries at such high charging rates.
Figure 2: Different Battery Chemistry Performance at 6 min and 60 min Charge[2]
To view an enhanced version of this graphic, please visit:https://images.newsfilecorp.com/files/8082/278044_3e8dbe4f44c75b4b_002full.jpg
Standard commercial Lithium Nickel Manganese Cobalt ("LNMC") and Lithium Iron Phosphate ("LFP") battery cells for electric vehicles and stationary storage are not designed for continuous 6-minute charging (10C); typical recommended charge rates are ≤1 hour (1C), often 2 hours (0.5C), with only limited fast charge operation. Only specialized high-power cell designs like LTO battery cells can tolerate charge rates of 6 minutes (10C).[3]
Figure 3: Battery performance curves of GMG's G+AI Battery at 60 min and 6min charge
To view an enhanced version of this graphic, please visit:https://images.newsfilecorp.com/files/8082/278044_3e8dbe4f44c75b4b_003full.jpg
GMG has now developed a completely new hybrid electrolyte that is chloride free and noncorrosive, unlike common aluminium battery electrolytes, along with a complex cathode and anode technology that enables very stable fast charging over several cycles. The substrate for both the cathode and anode in the GMG G+AI Battery is aluminium foil – which provides significant cost and weight savings compared with copper, the substrate material used in most lithium and sodium-ion batteries. GMG's technology does not include the use of lithium or copper. The Company has submitted an additional patent application covering these new developments.
Craig Nicol, GMG Managing Director and CEO, commented: "I couldn't be happier with the GMG team to get to this point with our battery. We have rebuilt this battery in our weekly sprints from the ground up and developed completely new complex cathode, anode and electrolyte. This will provide a next generation fast charging battery technology currently not available in the world, and we look forward to sending out sample cells to test with partners in early 2026. This technology has many years of development in front of it and will improve as we keep pushing through known issues to improve capacity, voltage and reduce weight."
GMG management believes that the Company's battery technology can eventually achieve over 150 Wh/kg when charged in 1 hour, and over 75 Wh/kg when charged in 6 minutes. The Company believes further development of the cathode, anode, electrolyte and component weights will eventually achieve this end goal.
Figure 4 shows the latest Graphene Aluminium-Ion Battery multi-layer pouch cell.
Figure 4: Current Multi-Layer Battery Pouch Cell
To view an enhanced version of this graphic, please visit:https://images.newsfilecorp.com/files/8082/278044_3e8dbe4f44c75b4b_004full.jpg
Battery Technology Readiness Level
The battery technology readiness level ("BTRL") of the G+AI technology remains at Level 4, see Figure 5. GMG is currently optimizing electrochemical behaviour for pouch cells via ongoing laboratory experimentation. Through collaboration with BIC, it is anticipated that the battery technology readiness will progress to BTRL 7 and 8 since the equipment and processes needed to produce the G+AI batteries are the same as those employed to make Lithium-Ion Batteries.
Figure 5: Battery Technology Readiness Level (BTRL)
To view an enhanced version of this graphic, please visit:https://images.newsfilecorp.com/files/8082/278044_3e8dbe4f44c75b4b_005full.jpg
The Company is confident it can meet the overall timeline, as seen in Figure 6, of its battery cell roadmap that calls for testing of cells with customers in 2026 and small commercial production with support of various partners, including BIC, in 2027.
Figure 6: Battery Cell Roadmap
To view an enhanced version of this graphic, please visit:https://images.newsfilecorp.com/files/8082/278044_3e8dbe4f44c75b4b_006full.jpg
Next Steps Toward Commercialisation & Market Applications
Jack Perkowski, GMG Chairman and Non-Executive Director, commented: "I am extremely proud that GMG has progressed its battery to this stage. It is a significant milestone for the Company because the battery technology has so much opportunity in so many applications – especially in commercial vehicles. I look forward to the next updates as GMG makes further progress in the development of its battery technology."
The Company continues to see a broad range of applications for a completed GMG G+AI Battery – utilising its ultra-high power-density and economic energy density characteristics. Along with Rio Tinto, a range of global companies have confidentially expressed their interest in working with GMG in the following vertical sectors:
Figure 7: Market Applications
To view an enhanced version of this graphic, please visit:https://images.newsfilecorp.com/files/8082/278044_3e8dbe4f44c75b4b_007full.jpg
Currently, GMG believes it will use a plastic battery pack design, similar to Figure 8, to hold the battery pouch cells – reducing the weight, cost and complexity of using a metal case. Using a plastic battery pack is possible for two main reasons – GMG believes that its battery will not require a thermal management system or the fireproofing precautions provided by the metal case in a lithium-ion battery. Using plastic will increase the comparative energy density of GMG's G+AI battery packs when compared to lithium-ion batteries.
Figure 8: Expected Battery Pack for G+AIB Pouch Cells
To view an enhanced version of this graphic, please visit:https://images.newsfilecorp.com/files/8082/278044_3e8dbe4f44c75b4b_008full.jpg
Comparison and Market Review: LTO Batteries
As shown in Figure 9 below, the performance of GMG's G+AI battery technology is already very similar to LTO batteries.
Figure 9: Comparison of Graphene Aluminium-Ion Battery (G+AI) to Lithium Titanate Oxide (LTO) Battery
| Parameter | High Power LTO[4] | GMG G+AI Battery |
| Rapid Charging | 80% in 6 minutes | 100% in 6 minutes |
| Energy Density – 6-minute charge | 37 Wh/kg (80% of Capacity)46 Wh/kg (6 min +) | 26 Wh/kg(Current)Large upside to be confirmed |
| Depth of Discharge | Full Range | Full Range |
| Safety | Safe | Safer (no lithium fire potential) |
| Longevity | 70% performance over 20,000 cycles | To be confirmed |
| Battery Price | US$800 – US$1500 / kWh[5] | Lower price due to lower material costsNo lithium, no Titanium |
| Market Size | US$5.6 Billion in Sales in 2025 | Under development |
LTO batteries are sold at a premium to LFP and LNMC batteries, which are the main chemistries used in electric vehicles and energy storage systems, and are also widely used in other electronic applications due to their high performance and long cycle life. The material and manufacturing costs for GMG's G+AI Battery are expected to be similar to, or less than, the cost to manufacture standard lithium-ion batteries, but substantially lower than the costs to produce LTO batteries.
LTO batteries have energy density ranging from 50 – 80 Wh/kg.[6] The LTO product is sold globally for use in many applications – with a total of US$5.6[7] billion sales per annum in 2025. Sales of LTO batteries are expected to grow at 10% per annum to an estimated US$ 9.0 billion by 2030. The major manufacturers of LTO batteries include Toshiba, Gree, Microvast and CATL.
Further details on applications for the LTO battery from Mordor Intelligence7 are described below. In many of the use cases for LTO batteries, GMG believes that its G+AI Battery can be substituted at a substantially lower cost.
- Commercial Vehicles: Automotive, primarily buses, refuse trucks, and drayage tractors rather than passenger cars, is the largest user of LTO batteries. Fleets realize five-year total-cost-of-ownership parity once fuel savings and lower maintenance offset higher upfront prices.
- Fast-charging Electric Buses and Trucks: Transit authorities need battery systems that accept repeated high-power "opportunity charges" during short layovers. LTO cells replenish 80% capacity in roughly five minutes, allowing operators to shrink fleet size without sacrificing route frequency. U.S. Low-No Emission Bus grants earmark more than US$1.5 billion per year, with bid specifications that explicitly reference rapid-charge capability. Parallel subsidy programs in China reimburse up to CNY 80,000 (US$ 11,396) per new-energy bus, accelerating volume deployment in provincial capitals.
- Hybrid and BEV: Regenerative braking and high-C-rate acceleration favour the use of LTO batteries. Use in fast-charge EV stations is growing rapidly as ride-hailing fleets adopt swap-ready models.
- Stationary Storage: Utility-scale batteries now cycle multiple times per day for frequency regulation, peak shaving, and voltage support. Energy-storage-system integrators adopt LTO batteries for grid-frequency response where state-of-charge swings are shallow but frequent.
- Industrial Robotics: LTO batteries are used in continuous-duty forklifts that require partial charges during operator breaks.
- Aerospace and Defense: Unmanned aerial vehicles, missile auxiliaries, and soldier-worn power banks operating from -40 °C to +60 °C ambient.
- 5-minute Battery-Swap Stations: Battery-as-a-service platforms require ultra-fast turnaround and high cycle life. CATL confirmed plans to install 1,000 swap stations in 2025 and 30,000-40,000 by 2030, each requiring packs that tolerate thousands of rapid exchanges without degradation.
- Sub-10 kWh Packs: Cordless construction tools, autonomous ground vehicles, and medical carts select LTO batteries to bypass daily pack swaps.
- 12V starter replacement to Lead acid: GMG's G+AI battery technology would be a viable 12 V starter-battery replacement for lead-acid, offering lower weight, longer cycle life, good low-temperature performance and improved cold-cranking capability, together with excellent tolerance to storage at 0% state of charge. In suitable system designs, the chemistry's stable voltage behaviour can also reduce balancing requirements and simplify battery management, helping to lower overall system cost.
- Lifecycle Procurement Preference: Many government procurement frameworks now weigh lifecycle reliability higher than purchase price. For example, New Mexico awarded a US$ 400 million bus electrification contract that included stringent thermal-runaway resistance metrics. Europe's Clean Industrial Deal allocates capital for storage technologies that stabilize renewables, aligning well with LTO batteries' fast-response profile.
- Cylindrical Cells: accounted for 37.7% of LTO battery sales in 2024 as entrenched production lines and robust steel casings satisfied heavy-duty demand. Pouch designs address aerospace weight requirements and constrained dashboards in autonomous robots.
Summary of Important Milestones for GMG's G+AI Battery Development:
About BIC:
BIC is a collaborative initiative designed to incorporate leadership from renowned universities, government agencies, and commercial enterprises. BIC is a public-private partnership and a not-for-profit organization focusing on the rapid development, testing and commercialization of safe, reliable and lightweight energy storage systems for defense and commercial customers. BIC is a unique organization that has been leading battery cell development for world leading battery companies for over 10 years and has carried out over 500 battery development projects.
About GMG
GMG is an Australian based clean-technology company which develops, makes and sells energy saving and energy storage solutions, enabled by graphene manufactured via in house production process. GMG uses its own proprietary production process to decompose natural gas (i.e. methane) into its natural elements, carbon (as graphene), hydrogen and some residual hydrocarbon gases. This process produces high quality, low cost, scalable, 'tuneable' and low/no contaminant graphene suitable for use in clean-technology and other applications.
The Company's present focus is to de-risk and develop commercial scale-up capabilities, and secure market applications. In the energy savings segment, GMG has initially focused on graphene enhanced heating, ventilation and air conditioning ("HVAC-R") coating (or energy-saving coating) which is now being marketed into other applications including electronic heat sinks, industrial process plants and data centres. Another product GMG has developed is the graphene lubricant additive focused on saving liquid fuels initially for diesel engines.
In the energy storage segment, GMG and the University of Queensland are working collaboratively with financial support from the Australian Government to progress R&D and commercialization of graphene aluminium-ion batteries ("G+AI Batteries"). GMG has also developed a graphene additive slurry that is aimed to improve the performance of lithium-ion batteries.
GMG's 4 critical business objectives are:
For further information please contact:
- Craig Nicol, Chief Executive Officer & Managing Director of the Company at craig.nicol@graphenemg.com, +61 415 445 223
- Leo Karabelas at Focus Communications Investor Relations, leo@fcir.ca, +1 647 689 6041
Neither the TSX Venture Exchange nor its Regulation Services Provider (as that term is defined in the policies of the TSX Venture Exchange) accept responsibility for the adequacy or accuracy of this news release.
Cautionary Note Regarding Forward-Looking Statements
This news release includes certain statements and information that may constitute forward-looking information within the meaning of applicable Canadian securities laws. Forward-looking statements relate to future events or future performance and reflect the expectations or beliefs of management of the Company regarding future events. Generally, forward-looking statements and information can be identified by the use of forward-looking terminology such as "intends", "expects" or "anticipates", or variations of such words and phrases or statements that certain actions, events or results "may", "could", "should", "would" or will "potentially" or "likely" occur. This information and these statements, referred to herein as "forward‐looking statements", are not historical facts, are made as of the date of this news release and include without limitation, statements regarding the lower cost to produce GMG G+AI batteries, expectations for GMG G+AI batteries in respect of charging time, energy density, life cycle, safety, thermal runway risk and the need for a thermal management system when development is completed, that the new hybrid electrolyte is chloride free and non-corrosive, that the cathode and anode technology employed enables very fast and stable charging, that GMG G+AI batteries provide significant cost and weight savings relative to copper, that G+AI batteries can achieve over 150 Wh/kg charged over 1 hour and 75 Wh/kg when charged over 6 minutes following further development of cathode, anode, electrolyte and component weights, that G+AI batteries will progress to BTRL 7 and 8, that the timeline for the battery cell roadmap is achievable, that a range of global companies in a variety of industries will be interested in working with GMG, that the battery pack design will be plastic and which offers weight, cost and complexity advantages to a metal case and increased energy density, expectations for the lack of a thermal management system or fireproofing precautions, expectations for material and manufacturing costs, expectations for sales of LTO batteries, expectations for G+AI batteries being substitutable for LTO batteries at lower cost, expectations that G+AI batteries are viable 12V starter battery replacements and the rationale therefor and the advantages of pouch design for aerospace weight requirements and constrained dashboards of autonomous robots.
Such forward-looking statements are based on a number of assumptions of management, including, without limitation, assumptions that GMG G+AI batteries can be produced at lower cost, as to charging time, energy density, life cycle, safety, thermal runway risk and the need for a thermal management system for G+AI batteries, the speed and stability of charging, that G+AI batteries will progress to BTRL 7 and 8, that a range of global companies in a variety of industries will be interested in working with GMG, that the battery pack design will be plastic and offer weight, cost and complexity advantages to a metal case and increased energy density, that the service agreement with the BIC will enable the Company to optimize its cell design and battery manufacturing equipment, and that the Company will be able to meet its overall timeline on the battery cell roadmap. Additionally, forward-looking information involves a variety of known and unknown risks, uncertainties and other factors which may cause the actual plans, intentions, activities, results, performance or achievements of GMG to be materially different from any future plans, intentions, activities, results, performance or achievements expressed or implied by such forward-looking statements. Such risks include, without limitation: that GMG G+AI batteries cannot be produced at lower cost, or any of the assumptions as to charging time, energy density, life cycle, safety, thermal runway risk and the need for a thermal management system for G+AI batteries can not be achieved, G+AI batteries do not offer expected speed and stability of charging, that G+AI batteries will not progress to BTRL 7 and 8, that a range of global companies in a variety of industries will not be interested in working with GMG, that the battery pack design will not be plastic and not offer weight, cost and complexity advantages to a metal case and increased energy density, that the Company will not be able to optimize the electrochemical behaviour of the pouch cell through laboratory experimentation or at all, that the Company will not be able to meet its overall timeline on the battery cell roadmap, that the service agreement with the BIC will not enable the Company to optimize its cell design and battery manufacturing equipment and the risk factors set out under the heading "Risk Factors" in the Company's annual information form dated November 04, 2025 available for review on the Company's profile at www.sedarplus.ca.
Although management of the Company has attempted to identify important factors that could cause actual results to differ materially from those contained in forward-looking statements or forward-looking information, there may be other factors that cause results not to be as anticipated, estimated or intended. There can be no assurance that such statements will prove to be accurate, as actual results and future events could differ materially from those anticipated in such statements. Accordingly, readers should not place undue reliance on forward-looking statements and forward-looking information. Readers are cautioned that reliance on such information may not be appropriate for other purposes. The Company does not undertake to update any forward-looking statement, forward-looking information or financial out-look that are incorporated by reference herein, except in accordance with applicable securities laws.
[1] Lithium Titanate Oxide Battery Market Size, Share & 2030 Growth Trends Report[2] LFP: https://www.evlithium.com/catl-battery-cell/catl-150ah-lifepo4-battery-cell.htmlLNMC: https://keheng-battery.com/product/catl-nmc-3-7v-151ah-high-energy-density-battery-for-ev/LTO: https://www.global.toshiba/ww/products-solutions/battery/scib/product-next/product/cell/high-power.htmlLead Acid: https://www.altronics.com.au/p/s4530-12v-3.5ah-sealed-lead-acid-sla-battery/?srsltid=AfmBOoqZGMEIsX__YYOuRLC3nvYDFtNkf35qZYuYeoh3ACf4wrrOLISD[3] https://findingspress.org/article/21459-impact-of-charging-rates-on-electric-vehicle-batt[4] High-power type cells | SCiB™ Rechargeable battery | Toshiba[5] https://www.ritarpower.com/industry_information/The-Price-of-50-kWh-Lithium-Ion-Batteries-A-Comprehensive-Analysis_297.html#:~:text=Lithium%20Titanate%20(LTO)%20Batteries%3A,cost%20between%20%2440%2C000%20and%20%2460%2C000.[6] https://www.grepow.com/blog/battery-energy-density.html[7] Lithium Titanate Oxide Battery Market Size, Share & 2030 Growth Trends Report
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/278044
More Opportunities for Growth of the Thor Silver Deposit
ESTES PARK, CO / ACCESS Newswire / December 15, 2025 / Taranis Resources Inc. ("Taranis" or the "Company") (TSX.V:TRO)(OTCQB:TNREF) is providing an update on its exploration activities at Thor. The Company is engaged in efforts to expand the Thor epithermal deposit beyond the boundaries of the published Mineral Resource. In two prior News Releases dated October 27, 2025 and November 25, 2025, respectively, the Company has summarized one new drill hole discovery 1.4 km east-southeast of the Thor deposit (Borr), and a new exploration target extending almost 2 km southeast of the known deposit under the Ferguson Rockslide.
This release summarizes 2025 exploration field work which demonstrates additional exploration targets west of the Thor deposit in a large elliptical valley called Horton, and additional findings at the Mountain Goat Creek Rockslide target located approximately 800m northwest of the existing Thor deposit. These new discoveries and targets give the impression that near-surface epithermal mineralization extends laterally a considerable distance from the five historical mines which comprise the established core of the Thor project and NI 43-101 Mineral Resource.
Horton Area – West of Thor Deposit (Gold and Donkey Pits)
After the discovery of numerous high-grade gold and silver float samples in the Horton Area (Taranis News release, dated November 26, 2023), Taranis completed a large soil sampling grid, geophysical surveys, and rock sampling over the area in 2024 to locate the source of soil anomalies and high-grade float samples found at surface. Since 2023, numerous other high-grade float samples have been catalogued and collected in this area. The high-grade material occurs as football-to-automobile sized chunks and is most commonly hosted in milky white quartz which litters the surface cover of the area. In 2025, further soil sampling and mapping of mineralized boulders was completed at Horton. Soil sampling returned values of up to 1.4 g/t gold in the soil, and was able to confirm prior soil sample anomalies identified in 2024. Uphill and north of this area, an area of outcropping quartz stockwork returned gold and silver values from outcrop of up to 0.617 g/t gold and 27 g/t silver.
|
Sample Number |
Au (g/t) |
Ag (g/t) |
Sample Media |
Feature Location |
Location(UTM Zone 11N WGS84) |
|
Donkey Pit |
0.617 |
27 |
Outcrop – Quartz Stockwork located in old prospecting site |
North of Horton on steep hillside |
464475E 5616372N |
The location of Donkey Pit is shown on the map of the Horton area that accompanies this News Release. A linear trend of ground VLF, EM-37 and Expert Geophysics airborne apparent conductivity electromagnetic anomalies strikes northwest through this area and potentially represents a new trend of mineralization west of the Thor deposit.
Gold Pit is an extremely high-grade prospect that lies on the east side of the Horton Valley, and lies at the transition from the Thor epithermal vein area to the Horton area. Some of the sampling results are discussed in prior News Releases (January 14, 2015 and November 14, 2017) and include channel samples of 26.6 g/t Au, 1,245.7 g/t Ag, 3.08% Pb, 4.32% Zn and 0.55% Cu over 1.53 m true thickness, and 52.4 g/t Au, 1,541.8 g/t Ag, 1.39% Pb and 0.08% Zn over 2.04 m true thickness. The Expert Geophysical magnetotelluric survey identified a circular (500m by 500m) conductive body that extends from near surface to 700m depth directly under Gold Pit. At a depth of 700m below the surface, the conductive feature merges onto the South Tusk conductivity feature under the Horton Area. This feature has never been tested with diamond drilling, and is now rated a high priority for further exploration.
Mountain Goat Creek Rockslide – Northwest of Thor Deposit (SIF North Boulder Field)
A newly discovered rockslide occurs at the north end of the Thor epithermal deposit and has been named the Mountain Goat Creek Rockslide. This is a steep, north-facing landform consisting of three separate rockslides (see the figure attached to this News Release). Interest in this area was initiated in 2016 after the discovery of gold-bearing float at surface that had no known source. With the discovery of the Thunder Zone in 2022 under a south-facing rockslide, drilling progressively moved up Thor's Ridge and eventually reached the top of the Ridge in 2023.
Taranis has never conducted any drilling north of Thor's Ridge. The gold-bearing boulder field is located about 1 km north of the top of Thor's Ridge and measures approximately 150 x 50m. Although the source of these gold-bearing boulders is not currently known, they clearly have origins under the Mountain Goat Creek Rockslide. All of the float samples are from quartz-carbonate vein material, and they were only analyzed for gold.
The following table summarizes 12 of 18 grab samples taken from the toe of the Mountain Goat Creek Rockslide. Samples 3241419 – 3241423 and 3241425 returned traces of gold, and are not shown.
|
Sample Number |
Au (g/t) |
Sample Media |
Feature Location |
Location (UTM Zone 11N WGS84) |
|
3241408 |
0.361 |
Float (Grab Sample) |
Toe of Mtn. Goat Creek Rockslide |
463627E 5618166N |
|
3241409 |
0.034 |
Float (Grab Sample) |
Toe of Mtn. Goat Creek Rockslide |
463627E 5618168N |
|
3241410 |
0.145 |
Float (Grab Sample) |
Toe of Mtn. Goat Creek Rockslide |
463632E 5618166N |
|
3241411 |
0.640 |
Float (Grab Sample) |
Toe of Mtn. Goat Creek Rockslide |
463634E 5618167N |
|
3241412 |
0.131 |
Float (Grab Sample) |
Toe of Mtn. Goat Creek Rockslide |
463623E 5618166N |
|
3241413 |
0.028 |
Float (Grab Sample) |
Toe of Mtn. Goat Creek Rockslide |
463624E 5618169N |
|
3241414 |
2.810 |
Float (Grab Sample) |
Toe of Mtn. Goat Creek Rockslide |
463625E 5618171N |
|
3241415 |
0.110 |
Float (Grab Sample) |
Toe of Mtn. Goat Creek Rockslide |
463628E 5618175N |
|
3241416 |
0.005 |
Float (Grab Sample) |
Toe of Mtn. Goat Creek Rockslide |
463630E 5618178N |
|
3241417 |
0.015 |
Float (Grab Sample) |
Toe of Mtn. Goat Creek Rockslide |
463633E 5618178N |
|
3241418 |
0.022 |
Float (Grab Sample) |
Toe of Mtn. Goat Creek Rockslide |
463630E 5618181N |
|
3241424 |
0.394 |
Float (Grab Sample) |
Toe of Mtn. Goat Creek Rockslide |
463628E 5618178N |
Comments
Taranis has documented quality exploration targets located north, south, west and east of the existing Thor deposit. All of these exploration targets are drill ready and permitted, and have potential to expand the existing Mineral Resource. The Horton Area has two defined exploration targets, one being located in an area where gold and silver has been found in outcrop (Donkey Pit) and the other related to a large circular conductivity anomaly that underlies high-grade outcropping mineralization in Gold Pit. The identification of a rockslide north of the Thunder Zone, where gold mineralization has been found at the toe of a north-verging rockslide, suggests that the Thor deposit extends northward over Thor's Ridge towards the Mountain Goat Creek area.
Qualified Person
Exploration activities at Thor were overseen by John Gardiner (P. Geo.), who is a Qualified Person under the meaning of Canadian National Instrument 43-101. John Gardiner is the principal of John J. Gardiner & Associates, LLC which operates in British Columbia under Firm Permit Number 1002256. Mr. Gardiner is the President and CEO of Taranis Resources Inc. and has reviewed and approved the comments contained within this News Release.
Quality Control and Laboratory Methods
All samples for the Thor project were securely delivered to Actlabs in Kamloops, British Columbia. Analytical work was completed both at the Kamloops, and Ancaster, Ontario locations. Actlabs is ISO 17025 accredited. Outcrop and float sampling is conducted in the field where representative samples are collected. Rock Samples are bagged and identified with a laboratory ticket, and the location of the samples is noted with a differential GPS unit. Samples were analyzed for 42 elements by 4-Acid Digestion / Inductively Coupled Plasma – Mass Spectrometry ("ICP-MS") and for gold by 30g Fire Assay / Atomic Absorption Spectrophotometry ("AAS")
Taranis currently has 102,421,487 shares issued and outstanding (119,972,613 shares on a fully-diluted basis).
TARANIS RESOURCES INC.Per: John J. Gardiner (P. Geo.), President and CEO
For further information contact:
John J. Gardiner681 Conifer LaneEstes Park, Colorado 80517Phone: (303) 716-5922Cell: (720) 209-3049johnjgardiner@earthlink.net
NEITHER THE TSX VENTURE EXCHANGE NOR ITS REGULATION SERVICES PROVIDER (AS THAT TERM IS DEFINED IN THE POLICIES OF THE TSX VENTURE EXCHANGE) ACCEPTS RESPONSIBILITY FOR THE ADEQUACY OR ACCURACY OF THIS NEWS RELEASE.
This News Release may contain forward looking statements based on assumptions and judgments of management regarding future events or results that may prove to be inaccurate as a result of factors beyond its control, and actual results may differ materially from expected results.
SOURCE: Taranis Resources, Inc.
View the original press release on ACCESS Newswire
Albemarle Corporation ALB has entered into a cesium concentrate offtake agreement with Power Metals Corp. Under the agreement, ALB has agreed to a pre-payment of C$5 million to Power Metals Corp for cesium oxide concentrate from the latter’s Case Lake Project located in Ontario, Canada. The deal involves ALB's purchase of the current offtake rights held by Winsome Resources in the project.
The Case Lake Project has been of growing strategic importance as it hosts near-surface, high-grade cesium and has the potential to play a significant role in securing North America’s cesium supply chain. While the project’s offtake rights are being assigned to ALB, Winsome will retain its 15.8% shareholding of Power Metals. Albemarle’s participation strengthens Power Metals’ Canadian critical minerals strategy by securing downstream expertise in high-value cesium chemicals and supporting the development of an integrated cesium market.
The transfer of offtake rights from Hong Kong-based Sinomine Resources Limited to Winsome Resources and now, Albemarle marks a shift in the global critical-minerals landscape as the focus on securing the North American supply chain increases.
The pre-payment is subject to Power Metals securing the necessary approvals and permits to commence mining at Case Lake. It has laid out financing in stages as key development milestones are achieved, with the first portion amounting to C$2M paid following execution of the pre-payment commitment and the second C$3M paid on delivery of Environmental Compliance Approval for the Case Lake Project in 2026.
ALB’s shares have gained 36.1% over the past year compared with the industry’s 17% decline.
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ALB’s Zacks Rank & Key Picks
ALB currently carries a Zacks Rank #3 (Hold).
Some better-ranked stocks in the Basic Materials space are Kinross Gold Corporation KGC, Fortuna Mining Corp. FSM and Harmony Gold Mining Company Limited HMY.
At present, KGC sports a Zacks Rank #1 (Strong Buy), while FSM and HMY carry a Zacks Rank #2 (Buy) each. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for KGC’s current-year earnings is pegged at $1.67 per share, indicating a rise of 145.59%. Its earnings beat the Zacks Consensus Estimate in three of the trailing four quarters while missing it in one, with an average surprise of 17.37%. KGC’s shares have risen 188.2% over the past year.
The Zacks Consensus Estimate for FSM’s current fiscal-year earnings is pinned at 76 cents per share, indicating a 65.22% year-over-year increase. Its shares have surged 110.8% over the past year.
The Zacks Consensus Estimate for HMY’s 2026 earnings is pegged at $2.68 per share, indicating a 132.1% year-over-year increase. HMY’s shares have gained 133.9% over the past year.
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Fortuna Mining Corp. (FSM) : Free Stock Analysis Report
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Nutrien Ltd.’s NTR shares have popped 40.5% so far this year, outperforming the industry’s 14.8% gain and the S&P 500’s 18.3% rise.
Price Performance of NTR vs. Industry and S&P 500
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Let’s take a look at the factors that are driving this fertilizer maker.
Global Fertilizer Demand Strength Supports NTR’s Rally
NTR’s rally has been underpinned by a combination of favorable agricultural market conditions, effective operational execution and improving investor confidence. The key driver has been sustained global fertilizer demand — particularly for potash, nitrogen and phosphate — bolstered by expectations of strong crop production and higher input requirements in 2025, alongside tight inventories and limited new supply.
Healthy demand from major markets such as North America, Brazil and Southeast Asia has supported firm pricing and higher sales volumes, prompting Nutrien to lift its 2025 potash sales outlook to around 14-14.5 million tons after delivering record shipment levels in the first nine months of the year.
Nutrien is also gaining from acquisitions and the growing adoption of its digital platform. It continues expanding in Brazil and plans to use free cash flow to pursue targeted growth investments and tuck-in acquisitions across its retail business in 2025.
Operational Leverage & Cash Flow Reinforce Confidence
Operational performance and financial results have further strengthened investor confidence. In the third quarter of 2025, Nutrien delivered strong EBITDA growth, supported by higher fertilizer sales volumes and firmer pricing across all segments, with potash, nitrogen and retail each contributing meaningfully, reflecting improved operating leverage alongside continued portfolio optimization and cost-control initiatives.
The company reported margin expansion and a sharp increase in free cash flow, which provided flexibility to return capital to its shareholders through dividends and share buybacks totaling well over $1 billion in the first nine months, underscoring Nutrien’s disciplined capital allocation and balance-sheet strength.
Nutrien Advances Cost Cuts & Efficiency Gains
Nutrien’s cost and operational efficiency efforts are set to further support performance. The company is focused on lowering potash production costs and has implemented several strategic actions to reduce controllable expenses and improve free cash flow. With accelerated efficiency and savings initiatives, Nutrien expects to achieve about $200 million in total cost reductions in 2025 and is currently ahead of schedule on this target.
NTR’s Zacks Rank & Key Picks
NTR currently carries a Zacks Rank #3 (Hold).
Some better-ranked stocks in the basic materials space include Agnico Eagle Mines Limited AEM, Harmony Gold Mining Company Limited HMY and Paladin Energy Ltd PALAF.
The Zacks Consensus Estimate for Agnico Eagle’s current-year earnings is pegged at $7.78 per share. AEM, currently flaunting a Zacks Rank #1 (Strong Buy), surpassed the Zacks Consensus Estimate in each of the trailing four quarters, with an average earnings surprise of 12%. The company's shares have surged 115.2% year to date. You can see the complete list of today's Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for HMY’s current-year earnings is pegged at $2.68 per share. HMY carries a Zacks Rank #2 (Buy) at present. The company's shares have soared 148.5% year to date.
The Zacks Consensus Estimate for PALAF’s current-year earnings is pegged at 5 cents per share. PALAF currently carries a Zacks Rank #2. The company's shares have risen 31.7% year to date.
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Paladin Energy Ltd. (PALAF) : Free Stock Analysis Report
Nutrien Ltd. (NTR) : Free Stock Analysis Report
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TORONTO, Dec. 12, 2025 /CNW/ – Rock Tech Lithium Inc. (TSX-V: RCK) (OTCQX: RCKTF) (FWB: RJIB) (WKN: A1XF0V) (the "Company" or "Rock Tech") is pleased to announce that it has engaged the services of ICP Securities Inc. ("ICP") to provide automated market making services, including use of its proprietary algorithm, ICP Premium™, in compliance with the policies and guidelines of the TSX Venture Exchange and other applicable legislation.
The agreement between the Company and ICP was signed with a start date of December 11th, 2025, and is for four (4) months (the "Initial Term") and shall be automatically renewed for subsequent one (1) month terms (each such month, an "Additional Term") unless either party provides at least thirty (30) days written notice prior to the end of the Initial Term or an Additional Term, as applicable. ICP will be paid a cash monthly fee of C$7,500, plus applicable taxes from the Company's general working capital. There are no performance factors contained in the agreement and no stock options or other compensation in connection with the engagement.
ICP does not currently have any direct or indirect interest in the Company or its securities. ICP and its clients may acquire an interest in the securities of the Company in the future.
ICP is an arm's length party to the Company. ICP's market making activity will be primarily to correct temporary imbalances in the supply and demand of the Company's shares. ICP will be responsible for the costs it incurs in buying and selling the Company's shares, and no third party will be providing funds or securities for the market making activities.
ABOUT ICP SECURITIES INC.
ICP Securities Inc. is a Toronto-based CIRO dealer-member that specializes in automated market making and liquidity provision, as well as having a proprietary market making algorithm, ICP Premium™, that enhances liquidity and quote health. Established in 2023, with a focus on market structure, execution, and trading, ICP has leveraged its own proprietary technology to deliver high quality liquidity provision and execution services to a broad array of public issuers and institutional investors.
ABOUT ROCK TECH
Rock Tech is enabling the battery age by making the battery industries in Europe and North America more independent and competitive. The Company's goal is to ensure the supply of high-quality, locally produced lithium – supporting a resilient, sustainable, and transparent value chain from mine to battery-grade material.
Rock Tech relies on responsible sourcing, state-of-the-art and proven technologies, and a clear focus on circular economy principles. The Company's lithium hydroxide converter projects in Guben, Germany (24,000 tonnes LHM per year) and Ontario, Canada (up to 36,000 tonnes LCE per year) form the foundation for a stable and regional supply to the battery and automotive industries. The Guben converter has been recognized as a strategic project under the EU Critical Raw Materials Act.
The raw materials for Rock Tech's converter projects are sourced exclusively from verifiably ESG-compliant suppliers. In Canada, Rock Tech relies, among other sources, on its wholly owned Georgia Lake Project, which ensures a stable and sustainable supply for the North American market and is being developed in close partnership with local First Nations communities. By integrating recycled materials, the company aims to close the local battery loop.
With its facilities, Rock Tech makes a central contribution to battery-grade material sovereignty and the achievement of climate targets. The company works in partnership with industry, policymakers, and community groups, and is committed to open communication and the highest environmental standards.
CAUTIONARY NOTE CONCERNING FORWARD-LOOKING INFORMATION
Certain statements contained in this news release constitute "forward-looking information" under applicable securities laws and are referred to herein as "forward-looking statements". All statements, other than statements of historical fact, which address events, results, outcomes or developments that the Company expects to occur are forward-looking statements. When used in this news release, words such as "expects", "anticipates", "plans", "predicts", "believes", "estimates", "intends", "targets", "projects", "forecasts", "may", "will", "should", "would", "could" or negative versions thereof and other similar expressions are intended to identify forward-looking statements. In particular, this news release contains forward-looking information pertaining to: the partnership between the Company and ICP, the market making activities to be performed by ICP; the anticipated benefits of the market making arrangement, including the potential for improved liquidity and trading in the Company's shares; and the Company's broader business strategy, including its role in Europe's battery supply chain and contribution to the energy transition. Forward-looking statements by their nature are based on assumptions and involve known and unknown risks, uncertainties and other factors which may cause the actual results to differ materially from the forward-looking statements. Key risks and uncertainties include, but are not limited to: failure of ICP to provide effective market making services and the impact of such failure on the liquidity and trading of the Company's shares; changes in market conditions, trading volumes, or regulatory requirements; and the Company's ability to execute its business strategy and achieve its objectives. There may also be other factors that cause actual results to differ materially from the forward-looking statements, including the risks, uncertainties and other factors discussed in the Company's most recent management's discussion and analysis and annual information form filed with the applicable securities regulators. Forward-looking information is based on certain assumptions, estimates, expectations and opinions of the Company and, in certain cases, third party experts, that are believed by management of Rock Tech to be reasonable at the time they were made, including assumptions regarding: the ability of ICP to provide market making services as agreed; the Company's ability to advance its projects as planned; the accuracy of technical and economic analyses for the Company's projects; and the Company's ability to secure necessary permits, financing, and regulatory approvals. No assurances can be given that any of the events anticipated by the forward-looking statements will transpire or occur, and the Company cautions the reader not to place undue reliance upon any such forward-looking statements. The Company does not intend, nor does it assume any obligation to update or revise any of the forward-looking statements, whether as a result of new information, changes in assumptions, future events or otherwise, except to the extent required by applicable law.
NEITHER THE TSX VENTURE EXCHANGE NOR ITS REGULATION SERVICES PROVIDER (AS THAT TERM IS DEFINED IN POLICIES OF THE TSX VENTURE EXCHANGE) ACCEPTS RESPONSIBILITY FOR THE ADEQUACY OR ACCURACY OF THIS RELEASE.
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Coeur Mining, Inc. CDE is currently trading at a forward 12-month price-to-sales multiple of 6.37X, above the peer group average of 3.95X.
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The forward 12-month price-to-sales multiples for peers Southern Copper Corporation SCCO and Lundin Mining Corporation LUNMF are 9.1X and 4.31X, respectively. CDE and SCCO currently have a Value Score of D, while LUNMF has a score of C.
Coeur Mining has gained 205.5% year to date compared with the Zacks Mining-Non Ferrous industry’s 37.6% increase and the S&P 500’s 19.4% rise.
Southern Copper and Lundin Mining are up 62% and 129%, respectively.
Price Performance of CDE vs. Industry, S&P 500, SCCO & LUNMF
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Let’s look at the CDE’s fundamentals to analyze the stock better.
Coeur Reports Robust Q3 Revenue on Multi-Mine Strength
Coeur Mining reported third-quarter consolidated revenue of approximately $555 million, which represented a substantial 77% year-over-year (YoY) increase from the third quarter of 2024. This jump was driven by higher realized metal prices, increased sales volumes and balanced contributions from each of the company’s five wholly owned North American gold and silver operations.
Coeur Mining’s diversified North American portfolio—which spans the Las Chispas silver-gold mine in Sonora, the Palmarejo gold-silver complex in Chihuahua, the Rochester silver-gold mine in Nevada, the Kensington gold operation in Alaska and the Wharf gold mine in South Dakota—was a key driver of its strong quarterly results. The company noted that revenue contributions were evenly spread across these five assets, with Palmarejo generating about 23%, Kensington 22%, Rochester 20%, Wharf 18% and Las Chispas roughly 17% of total third-quarter revenue.
This balanced operational mix allowed Coeur Mining to fully capitalize on higher metal prices and robust production levels across multiple regions, leading to better operational execution, reduced reliance on any single asset and reinforced the company’s overall growth trajectory across its North American footprint.
Strong Cash, Low Debt Highlight Coeur’s Q3 Momentum
The company’s financial transformation underpins a more resilient business model, deleveraging rapidly while still funding growth and returning capital. Coeur Mining ended the third quarter of 2025 with a significantly strengthened financial footing, holding $266.3 million in cash and equivalents, more than double its previous quarter's balance.
Coeur Mining generated $237.7 million in cash flow from operating activities during the quarter, a strong increase from $206.95 million in the previous quarter. This robust operating cash flow forms a foundation for Coeur’s capital deployment strategy, supporting capex, debt repayment and its shareholder return initiatives.
Year to date, it has repaid more than $228 million of debt, reducing its total debt to $363.5 million and bringing its net-leverage ratio down to a very conservative 0.1.
Coeur Mining invested $49 million in capital expenditures in the third quarter, of which about 70% was allocated to sustaining capex and 30% toward development projects. On the exploration front, the company spent $30 million, with $25 million expensed and $5 million capitalized, signaling a dual focus on reserve maintenance and future growth.
The cash cushion not only provides flexibility for further expansion but also reduces risk in a volatile commodity price environment.
Major Growth Projects to Boost Coeur’s Future Revenue
The Rochester silver-gold mine in Nevada remains one of Coeur’s most important growth engines. A major expansion project completed over the past few years has significantly increased the mine’s throughput capacity, with the new Stage VI leach pad and enhanced crushing circuit now in commercial production.
Coeur’s acquisition of Las Chispas brought a high-grade, low-cost silver-gold asset into its portfolio early in 2025, contributing meaningfully to production and top-line results, including in the third quarter. Las Chispas’ strong performance has enhanced the overall production mix and cash flow, and is expected to continue supporting revenue growth as the asset is fully integrated and optimized.
Coeur is executing one of its largest exploration programs to date, with substantial drilling underway at Palmarejo, Kensington, Wharf, Rochester and Las Chispas, aimed at extending mine lives, improving grades and expanding reserves. The company announced a commitment of $67-$77 million for the same.
At the Silvertip project in British Columbia, Coeur has more than tripled its land position and is undertaking expanded drilling programs aimed at increasing understanding of this polymetallic deposit. Early indicators suggest the potential for significant future resource additions.
CDE’s Rising Earnings Estimates Reflect Positive Sentiments
The Zacks Consensus Estimate for 2025 and 2026 for CDE has been revised higher over the past 60 days.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for CDE’s 2025 earnings is currently pegged at 87 cents per share, suggesting year-over-year growth of 383.3%.
Image Source: Zacks Investment Research
Final Thought: Hold CDE for Now
Coeur Mining carries a Zacks Rank of #3 (Hold) as its recent operational momentum is offset by ongoing risks. The company has benefited from stronger metal prices, improved production and a healthier cash position, reflecting early returns from its multi-year investment cycle. These positives are offset by persistent sensitivity to gold and silver price swings and elevated capital spending. Given the risks and premium valuation new investors may wait until CDE demonstrates steadier cost control, consistent production delivery and long-term cash-flow strength.
You can see the complete lists of Zacks Rank #1 Rank (Strong Buy) stocks here.
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Southern Copper Corporation (SCCO) : Free Stock Analysis Report
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This article originally published on Zacks Investment Research (zacks.com).
VANCOUVER, BC, Dec. 12, 2025 /CNW/ – Gold Royalty Corp. ("Gold Royalty" or the "Company") (NYSE American: GROY) is pleased to announce that, further to its news release dated December 8, 2025, it has completed its acquisition of a royalty (the "Royalty") on the Pedra Branca operating copper and gold mine ("Pedra Branca"), currently owned and operated by a subsidiary of BHP Group Limited (the "Transaction").
The Royalty consists of a 25% NSR on gold and a 2% NSR on copper and other products produced from the Pedra Branca mine, comprising the Pedra Branca West and Pedra Branca East areas, and the former Antas North mine which has been fully depleted.
About Gold Royalty Corp.
Gold Royalty Corp. is a gold-focused royalty company offering creative financing solutions to the metals and mining industry. Its mission is to invest in high-quality, sustainable, and responsible mining operations to build a diversified portfolio of precious metals royalty and streaming interests that generate superior long-term returns for our shareholders. Gold Royalty's diversified portfolio currently consists primarily of net smelter return royalties on gold properties located in the Americas.
View original content:https://www.prnewswire.com/news-releases/gold-royalty-completes-pedra-branca-royalty-acquisition-302640000.html
Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the "long context," investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.
While many investors like to look for momentum in stocks, this can be very tough to define. There is a lot of debate surrounding which metrics are the best to focus on and which are poor quality indicators of future performance. The Zacks Momentum Style Score, part of the Zacks Style Scores, helps address this issue for us.
Below, we take a look at BHP (BHP), a company that currently holds a Momentum Style Score of A. We also talk about price change and earnings estimate revisions, two of the main aspects of the Momentum Style Score.
It's also important to note that Style Scores work as a complement to the Zacks Rank, our stock rating system that has an impressive track record of outperformance. BHP currently has a Zacks Rank of #1 (Strong Buy). Our research shows that stocks rated Zacks Rank #1 (Strong Buy) and #2 (Buy) and Style Scores of "A or B" outperform the market over the following one-month period.
You can see the current list of Zacks #1 Rank Stocks here >>>
Set to Beat the Market?
Let's discuss some of the components of the Momentum Style Score for BHP that show why this global miner shows promise as a solid momentum pick.
Looking at a stock's short-term price activity is a great way to gauge if it has momentum, since this can reflect both the current interest in a stock and if buyers or sellers have the upper hand at the moment. It's also helpful to compare a security to its industry; this can show investors the best companies in a particular area.
For BHP, shares are up 7.53% over the past week while the Zacks Mining – Miscellaneous industry is up 2.79% over the same time period. Shares are looking quite well from a longer time frame too, as the monthly price change of 8.88% compares favorably with the industry's 10.91% performance as well.
While any stock can see its price increase, it takes a real winner to consistently beat the market. That is why looking at longer term price metrics — such as performance over the past three months or year — can be useful as well. Over the past quarter, shares of BHP have risen 16.75%, and are up 16.15% in the last year. On the other hand, the S&P 500 has only moved 5.09% and 14.7%, respectively.
Investors should also pay attention to BHP's average 20-day trading volume. Volume is a useful item in many ways, and the 20-day average establishes a good price-to-volume baseline; a rising stock with above average volume is generally a bullish sign, whereas a declining stock on above average volume is typically bearish. BHP is currently averaging 2,860,280 shares for the last 20 days.
Earnings Outlook
The Zacks Momentum Style Score encompasses many things, including estimate revisions and a stock's price movement. Investors should note that earnings estimates are also significant to the Zacks Rank, and a nice path here can be promising. We have recently been noticing this with BHP.
Over the past two months, 2 earnings estimates moved higher compared to none lower for the full year. These revisions helped boost BHP's consensus estimate, increasing from $3.89 to $4.59 in the past 60 days. Looking at the next fiscal year, 2 estimates have moved upwards while there have been no downward revisions in the same time period.
Bottom Line
Given these factors, it shouldn't be surprising that BHP is a #1 (Strong Buy) stock and boasts a Momentum Score of A. If you're looking for a fresh pick that's set to soar in the near-term, make sure to keep BHP on your short list.
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BHP Group Limited Sponsored ADR (BHP) : Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).
Friday, December 12, 2025The Zacks Research Daily presents the best research output of our analyst team. Today's Research Daily features new research reports on 16 major stocks, including Visa Inc. (V), The Charles Schwab Corp. (SCHW) and Amphenol Corp. (APH), as well as two micro-cap stocks Autoscope Technologies Corp. (AATC) and United-Guardian, Inc. (UG). The Zacks microcap research is unique as our research content on these small and under-the-radar companies is the only research of its type in the country.These research reports have been hand-picked from the roughly 70 reports published by our analyst team today.You can see all of today’s research reports here >>>Ahead of Wall StreetThe daily 'Ahead of Wall Street' article is a must-read for all investors who would like to be ready for that day's trading action. The article comes out before the market opens, attempting to make sense of that morning's economic releases and how they will affect that day's market action. You can read this article for free on our home page and can actually sign up there to get an email notification as this article comes out each morning.You can read today's AWS here >>> Pre-markets Mixed Ahead of Consequential Week of DataToday's Featured Research ReportsVisa’s shares have outperformed the Zacks Financial Transaction Services industry over the past year (+11.1% vs. -8.7%). The company’s strong market position is underpinned by consistent volume-driven growth, acquisitions and technological leadership in digital payments. Expansion in cross-border volumes, rising transactions and investments in AI and stablecoin infrastructure enhance its future prospects.Total revenue rose 11% YoY in FY25, along with 13% cross-border growth. A robust financial position with ample liquidity and shareholder returns further supports long-term growth. However, it faces rising client incentives and expenses, which can affect margin growth. The Zacks analyst expects FY26 adjusted costs to rise nearly 11%. Regulatory pressures and potential legislative changes pose additional risks to its fee structure. While declining cash volumes align with its digital strategy, regional softness warrants monitoring. As such, the stock warrants a cautious stance.(You can read the full research report on Visa here >>>)Shares of Charles Schwab have gained +21.8% over the past year against the Zacks Financial – Investment Bank industry’s gain of +37%. The company’s expenses will likely remain elevated amid continued investments in marketing, thus hurting the bottom line. The Zacks analyst expects expenses to witness a CAGR of 7% by 2027. The uncertainty about the performance of the capital markets is another major concern. Nevertheless, Strategic buyouts (including the deal to buy Forge Global) and branch expansion efforts amid favorable market conditions will likely drive client assets. We estimate total client assets to witness a CAGR of 8.2% by 2027. Despite the rate cuts so far along with expectations of more, relatively higher rates and an increased focus on repaying high-cost bank supplemental funding balances will support net interest margin (NIM). A solid balance sheet and liquidity position will enable sustainable capital distribution activities.(You can read the full research report on Charles Schwab here >>>)Amphenol’s shares have gained +88.5% over the past year against the Zacks Electronics – Connectors industry’s gain of +89.8%. The company benefits from a diversified business model that lowers the volatility of individual end markets and geographies. Its strong portfolio of solutions, including high-technology interconnect products, is a key catalyst. Expanding spending on both current and next-generation defense technologies bodes well for APH’s top-line growth. Apart from Defense, APH’s prospects ride on strong demand for its solutions across Commercial Air, Industrial, and IT Datacom. Strong demand for high-speed and power interconnect products, which are critical components in next-gen IT systems, creates long term growth opportunities. APH expects fourth-quarter 2025 earnings to grow between 62% and 65% year over year. Revenues are anticipated to grow in the 39-41% range. However, macroeconomic uncertainty and stiff competition are major concerns. (You can read the full research report on Amphenol here >>>)Shares of Autoscope Technologies have underperformed the Zacks Technology Services industry over the past year (-5.5% vs. +20.6%). This microcap company with a market capitalization of $34.02 million is strengthening its position in the evolving ITS market through a next-generation platform built for AI-driven detection, multi-sensor integration and Smart City readiness, supporting future upgrades and broader use cases. Autoscope Technologies’ shift toward data-centric analytics expands long-term market opportunity and deepens customer integration through recurring software revenues. Federal safety initiatives provide multi-year demand tailwinds across its portfolio, while a new long-duration contract in Georgia enhances visibility and diversifies revenue beyond traditional ITS. An exclusive distribution agreement with Econolite secures stable market access during product transitions, and a capital-efficient operating model enables sustained innovation without dilution or added leverage.(You can read the full research report on Autoscope Technologies here >>>)United-Guardian’s shares have underperformed the Zacks Medical – Products industry over the past year (-34.4% vs. -0.5%). This microcap company with a market capitalization of $27.57 million is facing declining profitability, weakened operating leverage and ongoing instability in the cosmetics segment tied to partner and regional exposure. Limited R&D intensity restricts innovation momentum, and rising working capital needs point to operational strain. Persistent tariffs and geographic risks add uncertainty to margin recovery and long-term earnings visibility.
Nevertheless, United-Guardian’s investment case reflects strengths in expanding its pharmaceutical portfolio, particularly through broader formulary access for Renacidin, alongside stable medical products that support baseline revenues.
Strong cash conversion enables sustained capital returns with a conservative balance sheet. Growing international distribution further reduces concentration risks, while the upcoming Natrajel launch adds a differentiated growth avenue. (You can read the full research report on United-Guardian here >>>)Other noteworthy reports we are featuring today include American Express Co. (AXP), BHP Group Ltd. (BHP) and Trane Technologies plc (TT).Mark VickerySenior EditorNote: Sheraz Mian heads the Zacks Equity Research department and is a well-regarded expert of aggregate earnings. He is frequently quoted in the print and electronic media and publishes the weekly Earnings Trends and Earnings Preview reports. If you want an email notification each time Sheraz publishes a new article, please click here>>>
Today's Must Read
Visa (V) Rides On Cross Border Volume Growth, Expenses High
Strategic Acquisitions Aid Schwab (SCHW) Amid Cost Concerns
End-Market Strength and Diversification Aids Amphenol (APH)
Featured Reports
AmEx (AXP) Aided by Strong Card Member Spending Amid High CostsPer the Zacks analyst, higher card member spending will drive American Express' U.S. Consumer Services unit. However, growing expenses will impact its profit growth.
Strong HVAC Market Aids Trane Technologies (TT), Costs HighPer the Zacks analyst, Trane Technologies' top-line gains from a strong HVAC Market. Innovative customer-centric solutions are fueling the company's growth. Rising costs remain a concern.
Improving Air Traffic Aid Curtiss-Wright (CW) Amid Labor ShortagePer the Zacks analyst, Curtiss-Wright is likely to benefit from the improving air traffic. Yet labor shortage result in delays and likely impact operating results.
Strength in Industrial Segment Aids Graco (GGG), Costs HurtPer the Zacks analyst, solid traction of Graco's Industrial segment, led by solid demand for liquid finishing systems should drive its growth. However, high operating costs remain concerning.
UDR's Growth Buoyed by Demand Despite Supply and Competition PressuresPer the Zacks analyst, UDR's strong portfolio, healthy demand and tech-driven efficiencies support growth, though elevated supply in select markets and rising competition may temper rent gains ahead.
Range Resources (RRC) Thrives with Low-Cost Marcellus GasPer the Zacks analyst, Range Resources leverages low-cost Marcellus operations and a strong liquids mix to generate resilient cash flows and deliver attractive returns, even amid gas price volatility.
Syfovre and Empaveli Sales Boost Apellis (APLS), Overdependence A WoePer the Zacks Analyst, Syfovre and Empaveli sales have been driving revenues for Apellis. However, the company's dependence on these drugs for growth is concerning.
New Upgrades
Investment in Growth Projects to Aid BHP Group (BHP)The Zacks analyst appreciates BHP's focus on investing in commodities that will help it ride on growing global trends such as decarbonization as well as its efforts to make operations more efficient.
Seagate Gains From (STX) Increasing Data Center and AI Demand Per the Zacks analyst, Seagate's cost-efficient, high-density, and reliable storage gives it a competitive edge in serving hyperscale cloud providers, social media and AI-driven enterprises.
Sanmina (SANM) Rides on Healthy Demand, Portfolio StrengthPer the Zacks analyst, solid momentum across multiple verticals, including communications networks, cloud and AI infrastructure, will likely drive Sanmina's top line.
New Downgrades
Bath and Body Works (BBWI) Faces Demand Weakness and Margin PressurePer the Zacks analyst, BBWI continues to grapple with broad demand softness, heavier promotions and tariff pressures, signaling prolonged margin and growth challenges.
QuidelOrtho (QDEL) Faces Solvency Issues, Competition and Policy RiskPer the Zacks Analyst, QuidelOrtho (QDEL) faces stiff competition, weak solvency, and reimbursement uncertainties, though strong product sales and lab potential offer cautious optimism.
High Costs and Macro Woes Hurt Toll Brothers' (TOL) PerformancePer the Zacks analyst, Toll Brothers' business is being hurt by ongoing affordability concerns in the housing market. Also, higher land and labor costs are added concerns.
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Visa Inc. (V) : Free Stock Analysis Report
BHP Group Limited Sponsored ADR (BHP) : Free Stock Analysis Report
American Express Company (AXP) : Free Stock Analysis Report
Amphenol Corporation (APH) : Free Stock Analysis Report
The Charles Schwab Corporation (SCHW) : Free Stock Analysis Report
Trane Technologies plc (TT) : Free Stock Analysis Report
United-Guardian, Inc. (UG): Free Stock Analysis Report
Autoscope Technologies Corporation (AATC) : Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).
For most investors, how much a stock's price changes over time is important. This factor can impact your investment portfolio as well as help you compare investment results across sectors and industries.
FOMO, or the fear of missing out, also plays a role in investing, particularly with tech giants and popular consumer-facing stocks.
What if you'd invested in Southern Copper (SCCO) ten years ago? It may not have been easy to hold on to SCCO for all that time, but if you did, how much would your investment be worth today?
Southern Copper's Business In-Depth
With that in mind, let's take a look at Southern Copper's main business drivers.
Phoenix, AZ-based Southern Copper Corporation engages in mining, exploring, smelting, and refining copper and other minerals. The company conducts exploration activities in Argentina, Chile, Ecuador, Mexico and Peru.Southern Copper has the largest copper reserves in the industry and operates high-quality, world-class assets in investment grade countries, such as Mexico and Peru. Southern Copper reports results under three reportable segments. Each consist of a groups of mines with similar economic characteristics, type of products, processes and support facilities, regulatory environments as well as employee bargaining contracts.Peruvian operations (around 36% of the company's revenues) includes the Toquepala and Cuajone mine complexes and the smelting and refining plants, industrial railroad and port facilities that service both mines. The Peruvian operations produce copper, with significant by-product production of molybdenum, silver and other materials.Mexican Open-Pit (58% of revenues) includes La Caridad and Buenavista mine complexes, the smelting and refining plants and support facilities, which service both mines. The Mexican open pit operations produce copper, with significant by-product production of molybdenum, silver and other materials.Mexican underground operations (6% of revenues) (IMMSA unit) includes five underground mines that produce zinc, lead, copper, silver and gold, a coal mine which produces coal and coke, and several industrial processing facilities for zinc, copper and silver. The geographic breakdown of the company’s sales is as follows – Americas (50% of revenues), Europe (32%) and Asia (18%).Approximately 80% of the company’s revenue come from the sale of copper, 6% from molybdenum and 10% from silver and zinc. Bottom Line
Anyone can invest, but building a successful investment portfolio takes a combination of a few things: research, patience, and a little bit of risk. So, if you had invested in Southern Copper a decade ago, you're probably feeling pretty good about your investment today.
A $1000 investment made in December 2015 would be worth $5,743.35, or a gain of 474.33%, as of December 11, 2025, according to our calculations. This return excludes dividends but includes price appreciation.
In comparison, the S&P 500's gained 235.57% and the price of gold went up 277.32% over the same time frame.
Analysts are anticipating more upside for SCCO.
Southern Copper's results this year will benefit from strong momentum in metal prices. The company expects higher production of silver, zinc and molybdenum, which should offset a minor decline in copper output. Reflecting this, the earnings estimates for Southern Copper for the current year have undergone positive revisions. Copper demand remains strong, driven by U.S. infrastructure spending and the global transition to clean energy. A potential supply deficit is expected to support prices further. The recent inclusion of copper and silver in the list of critical minerals underscores their strategic importance. With vast copper reserves and more than $15 billion in planned investments across Peru and Mexico this decade, it is well-positioned for long-term growth. The company's ongoing efforts to lower debt levels are also commendable.
Shares have gained 5.26% over the past four weeks and there have been 3 higher earnings estimate revisions for fiscal 2025 compared to none lower. The consensus estimate has moved up as well.
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Southern Copper Corporation (SCCO) : Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).
Southern Copper (SCCO) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.
Shares of this miner have returned +5.3% over the past month versus the Zacks S&P 500 composite's +0.9% change. The Zacks Mining – Non Ferrous industry, to which Southern Copper belongs, has gained 6.8% over this period. Now the key question is: Where could the stock be headed in the near term?
Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision.
Revisions to Earnings Estimates
Rather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.
Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements.
For the current quarter, Southern Copper is expected to post earnings of $1.45 per share, indicating a change of +43.6% from the year-ago quarter. The Zacks Consensus Estimate has changed -0.3% over the last 30 days.
The consensus earnings estimate of $5.19 for the current fiscal year indicates a year-over-year change of +19.9%. This estimate has changed +0.2% over the last 30 days.
For the next fiscal year, the consensus earnings estimate of $5.86 indicates a change of +12.9% from what Southern Copper is expected to report a year ago. Over the past month, the estimate has changed +0.9%.
Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, Southern Copper is rated Zacks Rank #3 (Hold).
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Revenue Growth Forecast
Even though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.
For Southern Copper, the consensus sales estimate for the current quarter of $3.55 billion indicates a year-over-year change of +27.5%. For the current and next fiscal years, $13 billion and $13.19 billion estimates indicate +13.7% and +1.5% changes, respectively.
Last Reported Results and Surprise History
Southern Copper reported revenues of $3.38 billion in the last reported quarter, representing a year-over-year change of +15.2%. EPS of $1.35 for the same period compares with $1.15 a year ago.
Compared to the Zacks Consensus Estimate of $3.04 billion, the reported revenues represent a surprise of +11.09%. The EPS surprise was +8%.
Over the last four quarters, Southern Copper surpassed consensus EPS estimates three times. The company topped consensus revenue estimates each time over this period.
Valuation
No investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance.
Comparing the current value of a company's valuation multiples, such as its price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), to its own historical values helps ascertain whether its stock is fairly valued, overvalued, or undervalued, whereas comparing the company relative to its peers on these parameters gives a good sense of how reasonable its stock price is.
The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
Southern Copper is graded D on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
Conclusion
The facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Southern Copper. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.
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Southern Copper Corporation (SCCO) : Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).
Halifax, Nova Scotia–(Newsfile Corp. – December 11, 2025) – GoGold Resources Inc. (TSX: GGD) (OTCQX: GLGDF) ("GoGold", "the Company") announces the financial results for the year ending September 30, 2025, with Parral revenue doubling, generating a record $72.5 million (all amounts are in U.S. dollars) from the sale of 2.1 million silver equivalent ounces.
"Parral had a banner year for us, producing record revenues of $73 million, driving cash flows from operations of $26 million and net income of $17 million. In 2025, we realized a silver selling price of $33/oz, so with silver prices currently above $55/oz the outlook for 2026 is very strong," said Brad Langille, President and CEO. "With our $143 million CAD bought deal financing completed last month, we currently have over $240 million USD in cash, and no debt. With our strong balance sheet, and our feasibility study estimating capital costs of $227 million for the construction of Los Ricos South, we are substantially de-risked for the execution phase of the project in 2026. Another substantial advantage for our Company is the flexibility to aggressively advance Los Ricos North towards feasibility and permitting as we are constructing the South. We believe that this aggressive plan will realize maximum shareholder value from these historically strong commodity prices."
Highlights for the year ending September 30, 2025:
- Cash of $141.1 million USD
- Revenue of $72.5 million on the sale of 2.1 million silver equivalent ounces at an average realized price per ounce of $33.80 USD
- Net income of $17.3 million
- Production of 2,150,192 silver equivalent ounces, consisting of 851,102 silver ounces, 12,289 gold ounces, 476 copper tonnes, 609 zinc tonnes
- Adjusted cash cost per silver equivalent ounce of $18.35
- Adjusted all in sustaining cost per silver equivalent ounce of $23.72
Following are tables showing summarized financial information and key performance indicators:
| Summarized Consolidated Financial Information | Three months ended Sep 30 | Year ended Sep 30 | ||
| (in thousands USD, except per share amounts) | 2025 | 2024 | 2025 | 2024 |
| Revenue | $ 18,095 | $ 10,406 | $ 72,503 | $ 36,503 |
| Cost of sales, including depreciation | 9,212 | 7,139 | 43,959 | 24,313 |
| Operating income | 5,204 | 4,021 | 17,089 | 5,622 |
| Net income | 5,893 | 719 | 17,331 | 1,580 |
| Basic net income per share | 0.018 | 0.002 | 0.048 | 0.005 |
| Cash flow from (used in) operations | 5,391 | (1,371) | 25,650 | (11,263) |
| Key Performance Indicators1 | Three months ended Sep 30 | Year ended Sep 30 | ||
| (in thousands USD, except per ounce amounts) | 2025 | 2024 | 2025 | 2024 |
| Total tonnes stacked | 416,560 | 363,695 | 1,612,142 | 1,587,360 |
| Silver equivalent ounces sold | 435,522 | 362,314 | 2,144,938 | 1,406,660 |
| Adjusted AISC per silver equivalent ounce2 | $ 27.60 | $ 23.26 | $ 23.72 | $ 24.15 |
| Adjusted Cash cost per silver equivalent ounce2 | $ 18.95 | $ 17.71 | $ 18.35 | $ 17.62 |
| Realized silver price | $ 41.55 | $ 28.64 | $ 33.80 | $ 25.95 |
1Key performance indicators are unaudited non-GAAP measures, see reconciliation in MD&A.2Gold, copper and zinc are converted using average market prices.
This news release should be read in conjunction with the consolidated financial statements for the year ended September 30, 2025, notes to the financial statements, and management's discussion and analysis for the year ended September 30, 2025, which have been filed on SEDAR and are available on the Company's website. The Company's annual information form has also been filed and is available on SEDAR and the Company's website.
Technical information contained in this news release with respect to GoGold has been reviewed and approved by Mr. Bob Harris, P.Eng., who is a qualified person for the purposes of NI 43-101.
About GoGold ResourcesGoGold Resources (TSX: GGD) is a Canadian-based silver and gold producer focused on operating, developing, exploring and acquiring high quality projects in Mexico. The Company operates the Parral Tailings mine in the state of Chihuahua and has the Los Ricos South and Los Ricos North exploration projects in the state of Jalisco. Headquartered in Halifax, NS, GoGold is building a portfolio of low cost, high margin projects. For more information visit gogoldresources.com.
For further information please contact:
Steve Low, Corporate DevelopmentGoGold Resources Inc.T: 416 855 0435Email : steve@gogoldresources.comOr visit : www.gogoldresources.com
CAUTIONARY STATEMENT:The securities described herein have not been, and will not be, registered under the United States Securities Act of 1933, as amended (the "U.S. Securities Act"), or any state securities laws, and may not be offered or sold within the United States or to, or for the benefit of, U.S. persons (as defined in Regulation S under the U.S. Securities Act) except in compliance with the registration requirements of the U.S. Securities Act and applicable state securities laws or pursuant to exemptions therefrom. This release does not constitute an offer to sell or a solicitation of an offer to buy of any of GoGold's securities in the United States.
This news release may contain "forward-looking information" as defined in applicable Canadian securities legislation. All statements other than statements of historical fact, included in this release, including, without limitation, statements regarding the Parral tailings project, the Los Ricos project, future operating margins, future production and processing, and future plans and objectives of GoGold, constitute forward-looking information that involve various risks and uncertainties. Forward-looking information is based on a number of factors and assumptions which have been used to develop such information but which may prove to be incorrect, including, but not limited to, assumptions in connection with the continuance of GoGold and its subsidiaries as a going concern, general economic and market conditions, mineral prices, the accuracy of mineral resource estimates, and the performance of the Parral project There can be no assurance that such information will prove to be accurate and actual results and future events could differ materially from those anticipated in such forward-looking information.
Important factors that could cause actual results to differ materially from GoGold's expectations include exploration and development risks associated with the GoGold's projects, the failure to establish estimated mineral resources or mineral reserves, volatility of commodity prices, variations of recovery rates, and global economic conditions. For additional information with respect to risk factors applicable to GoGold, reference should be made to GoGold's continuous disclosure materials filed from time to time with securities regulators, including, but not limited to, GoGold's Annual Information Form. The forward-looking information contained in this release is made as of the date of this release.
Cautionary non-GAAP Measures and Additional GAAP MeasuresNote that for purposes of this section, GAAP refers to IFRS. The Company believes that investors use certain non-GAAP and additional GAAP measures as indicators to assess mining companies. They are intended to provide additional information and should not be considered in isolation or as a substitute for measures of performance prepared with GAAP. Non-GAAP and additional GAAP measures do not have a standardized meaning prescribed under IFRS and therefore may not be comparable to similar measures presented by other companies.
Additional GAAP measures that are presented on the face of the Company's consolidated statements of comprehensive income include "Operating income (loss)". These measures are intended to provide an indication of the Company's mine and operating performance. Per ounce measures are calculated by dividing the relevant mining and processing costs and total costs by the tonnes of ore processed in the period. "Adjusted cash costs per ounce" and "Adjusted all-in sustaining costs per ounce" are used in this analysis and are non-GAAP terms typically used by mining companies to assess the level of gross margin available to the Company by subtracting these costs from the unit price realized during the period. These non-GAAP terms are also used to assess the ability of a mining company to generate cash flow from operations. There may be some variation in the method of computation of these metrics as determined by the Company compared with other mining companies. In this context, "Adjusted cash costs per ounce" reflects the cash operating costs allocated from in-process and dore inventory associated with ounces of silver and gold sold in the period. "Adjusted cash costs per ounce" may vary from one period to another due to operating efficiencies, grade of material processed and silver/gold recovery rates in the period. "Adjusted all-in sustaining costs per ounce" include total cash costs, exploration, corporate and administrative, share based compensation and sustaining capital costs. For a reconciliation of non-GAAP and GAAP measures, please refer to the Management Discussion and Analysis dated December 10, 2025 for the year ended September 30, 2025, as presented on SEDAR.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/277622
Emerging Growth
MIAMI, Dec. 10, 2025 (GLOBE NEWSWIRE) — EmergingGrowth.com a leading independent small cap media portal announces the schedule of the 88th Emerging Growth Conference on December 10 & 11, 2025.
The Emerging Growth Conference identifies companies in a wide range of growth sectors, with strong management teams, innovative products & services, focused strategy, execution, and the overall potential for long-term growth.
Register for the Conference here.
Submit Questions for any of the presenting companies to: Questions@EmergingGrowth.com
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Presenting Day 1 – Today – December 10, 2025
8:45Virtual Lobby opens.Register for the Conference. If you already registered, go back to the registration link and click “Already registered” and enter your email.
9:00Introduction
9:05 – 9:35OSR Holdings, Inc. (NASDAQ: OSRH)Keynote speakers: Peter Hwang, CEO, Constance Höfer, CSO and Chris Bang, CFO
9:40 – 10:10SBC Medical Group Holdings, Inc. (NASDAQ: SBC)Keynote speakers: Yuya Yoshida, Executive Vice President & CFO, and Hikaru Fukui / Head of Investor Relations
10:15 – 10:45Metavista3D Inc., (TSXV: DDD)Keynote speaker: Jeffrey R. Carlson, CEO & Director
11:25 – 11:55NioBay Metals, Inc. (TSXV: NBY) (OTCQB: NBYCF) Keynote speaker: Ludovick Bernier-Michaud, Investor Relations Consultant
12:00 – 12:30Regen BioPharma Inc. (OTC Pink: RGBP) Keynote speakers: David Koos, President / CEO, & Harry M. Lander, Ph.D. Senior Scientific Consultant
12:35 – 1:05KLX Energy Services Holdings, Inc. (NASDAQ: KLXE)Keynote speaker: Chris Baker, President & CEO, and Keefer Lehner, EVP & CFO
1:45 – 2:15Realbotix Corp. (OTCQB: XBOTF) (TSXV: XBOT)Keynote speaker: Andrew Kiguel Co-Founder, CEO
3:10 – 3:20Brazil Potash (NYSE American: GRO)Keynote speakers: Chris Naprawa VP Capital markets strategy
3:25 – 3:35Jaguar Health, Inc. (NASDAQ: JAGX)Keynote speaker: Lisa A. Conte, Founder, CEO, President & Director
3:40 – 3:50Puma Exploration, Inc. (OTCQB: PUMXF) (TSXV: PUMA)Keynote speaker: Marcel Robillard, CEO & President
3:55 – 4:0522nd Century Group, Inc. (NASDAQ: XXII) Keynote speaker: Lawrence D. Firestone, Chairman & CEO4:10 – 4:20Odyssey Marine Exploration, Inc. (NASDAQ: OMEX) Keynote speaker: Mark D. Gordon, Chairman & CEO4:25 – 4:35Clene Inc., (NASDAQ: CLNN) Keynote speakers: Rob Etherington, President / CEO
4:40 – 4:50Faraday Future Intelligent Electric, Inc. (NASDAQ: FFAI) Keynote speakers: Jerry Wang, Global President
Presenting Day 2 – Today – December 11, 2025
8:45Virtual Lobby opens.Register for the Conference. If you already registered, go back to the registration link and click “Already registered” and enter your email.
9:00Introduction
9:05 – 9:35Agnico Eagle Mines, Ltd. (NYSE: AEM) (TSX: AEM) Keynote speaker: Jean-Marie Clouet, Vice President of Investor Relations
9:40 – 10:10Highland Copper Company Inc. (OTCQB: HDRSF) (TSXV: HI)Keynote speaker: Barry O’Shea, CEO
10:15 – 10:45Vox Royalty Corp. (NASDAQ: VOXR) (TSX: VOXR) Keynote speakers: Kyle Floyd, Chairman, CEO & Chief Investment Officer10:50 – 11:20First Phosphate Corp. (CSE: PHOS) (OTCQX: FRSPF) Keynote speaker: John Passalacqua, CEO
11:25 – 11:55Ucore Rare Metals, Inc. (OTCQX: UURAF) (TSXV: UCU) Keynote speakers: Pat Ryan, CEO
12:00 – 12:30Power Metallic Mines Inc. (OTCBB: PNPNF) (TSXV: PNPN) Keynote speaker: Terrence Lynch President, CEO & Director
12:35 – 1:05Intrepid Metals Corp. (OTCQB: IMTCF) (TSXV: INTR)Keynote speaker: Mark Morabito, Chairman & CEO
1:10 – 1:40Mawson Infrastructure Group, Inc. (NASDAQ: MIGI)Keynote speaker: Kaliste Saloom, Interm CEO
1:45 – 2:15Nova Minerals Limited (NASDAQ: NVA) (ASX: NVA)Keynote speaker: Christopher Gerteisen – CEO & Executive Director
2:20 – 2:50Trigg Minerals Ltd. (OTCQB: TMGLF) (ASX: TMG)Keynote speaker: Andre Booyzen, Managing Director
2:55 – 3:05Bioxytran, Inc. (OTCQB: BIXT)Keynote speaker: Mike Sheikh, Executive Vice President Business Development3:10 – 3:20Citizens, Inc. (NYSE: CIA) Keynote speakers: Jon Stenberg, President / CEO, and Jeff Conklin, CFO
3:25 – 3:35Surface Metals Inc. (OTCQB: SURMF) (CSE: SUR) Keynote speaker: Steve Hanson, President & CEO
3:40 – 3:50StrikePoint Gold, Inc.’s (OTCQB: STKXF) (TSXV: SKP) Keynote speaker: Michael Gregory Allen, CEO, President & Director
3:55 – 4:05BitFuFu Inc. (NASDAQ: FUFU) Keynote speaker: Charley Brady, VP Investor Relations
4:10 – 4:20Vizsla Royalties Corp. (TSXV: VROY) (OTCQB: VROYF) Keynote speaker: Michael N. Pettingell, President and CEO
4:25 – 4:55Ionic Rare Earth, Ltd. (OTC: IXRRF) (ASX: IXR) Keynote speaker: Tim Harrison, Managing Director
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Submit Questions for any of the presenting companies to: Questions@EmergingGrowth.com
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About EmergingGrowth.com
Founded in 2009, Emerging Growth.com quickly became a leader in its space and has developed an extensive history of identifying emerging growth companies that can be overlooked by the investment community.
About the Emerging Growth ConferenceThe Emerging Growth Conference is an effective way for public companies to engage with the investment community regarding their Company, new products, services and other major announcements from anywhere, in an effective and time efficient manner.
All sessions are conducted through video webcasts. Our conference serves as a vehicle for Emerging Growth to build relationships with our existing and potential clients. Accordingly, a certain number of the presenting companies are our current clients, and some may become our clients in the future. In exchange for services we provide, our clients pay us fees in the form of cash and securities, and we may currently have, or in the future may have investments in the securities of certain of the presenting companies. Finally, certain of the presenting companies have paid us a fee to secure a presentation time slot or to present generally. The presentations to be delivered by the presenting companies (including any virtual handouts of written materials) have not been approved, endorsed by or otherwise reviewed by EmergingGrowth.com nor should they in any way be construed to have been made in connection with an offer to sell or a solicitation of an offer to buy securities. Please consult an investment professional before investing in anything viewed on the Emerging Growth Conference or on EmergingGrowth.com.
If you believe or know of a company that might fit our audience, contact us here.
Thank you for your interest in our conference, and we look forward to your participation in future conferences.
Contact:
Emerging Growth Phone: 1-305-330-1985Email: Conference@EmergingGrowth.com
Vancouver, British Columbia–(Newsfile Corp. – December 10, 2025) – IMAGINE LITHIUM INC. (TSXV: ILI) (OTCQB: ARXRF) (the "Company" or "Imagine") is pleased to announce a strategic land acquisition in the prolific Georgia Lake Pegmatite Field (GLPF), increasing its overall prolific exploration area by 45% at its 100%-owned Jackpot Lithium Project, located near Thunder Bay, Ontario, Canada. The addition of the 'SPOD Lithium Option' of 8,449 ha brings the total land package held by Imagine to a total of 27,597 ha of prospective geology in the GLPF.
The addition of the 'SPOD Option Claims' creates a continuous land position between the NI 43-101 compliant Jackpot deposit and Rock Tech Lithium's Nama Creek deposit to the north, representing a strategic land acquisition that strengthens Imagine's exploration footprint moving forward (Figure 1).
Simone Suen, President of Imagine, stated: "We are pleased to announce the acquisition of a substantial land package for our Jackpot Project, consolidating significantly more prospective ground and positioning Imagine Lithium as the largest land holder in the Georgia Lake region. This expansion enhances synergies with Rock Tech Lithium's Nama Creek Project and strengthens Imagine's ability to advance our Mineral Resource inventory, currently at 3.1 Mt indicated and 5.3 Mt inferred (with grades of 0.85% and 0.91% Li2O, respectively). The outcome of the 2025 field season continue to refine our exploration model for the belt, underscoring the value of methodical exploration in identifying new deposits. Access to nearby infrastructure, ports, and a skilled workforce further supports the potential to bring Ontario's first lithium deposit into production."
Under the terms of the agreement, effective December 5, 2025, Imagine Lithium agrees to purchase 100% undivided right, title and interest in the North Nipigon Lithium Property from Spod Lithium Corp, hereby called the 'Spod Lithium Option' (Figure 1). Upon execution of the agreement, the 18 multi-cell mineral claims will be purchased for an aggregate cash payment of CAD$30,000. The claims are subject to a 2% net smelter royalty (NSR) which will be held by Jadeite Capital Ltd.
Figure 1. Jackpot Lithium Project map showing the Jackpot deposit, Nama Creek deposit and 'SPOD Lithium Option' boundary.
To view an enhanced version of this graphic, please visit:https://images.newsfilecorp.com/files/2962/277628_3940dd4004e64bec_001full.jpg
The addition of this strategic land package compliments future exploration plans and highlights the discovery potential for multiple open-pit, hard-rock lithium deposits in the Georgia Lake Pegmatite Field. The previously announced mineral resource estimate (see September 3, 2024 News Release) on the Jackpot Project outlines two conceptual pit shells – Jackpot and Casino Royale – both exhibiting good grade continuity and strong potential for resource expansion. The resources remain open along strike and to depth.
RESOURCE HIGHLIGHTS – NI 43-101 MINERAL RESOURCE ESTIMATE
- Indicated Resource: 3.1 Mt grading 0.85% Li₂O (26,200 t contained Li₂O)
- Inferred Resource: 5.3 Mt grading 0.91% Li₂O (49,500 t contained Li₂O)
- Cut-off Grade: 0.30% Li₂O (pit-constrained)
- Recovery: 81.5% Li₂O, based on SGS metallurgical testing
- Bulk Density: 2.69 t/m³
- Estimation Method: Inverse distance squared (ID²) on 2 × 2 × 2 m blocks
- Effective Date: September 3, 2024; prepared by P&E Mining Consultants Inc.; technical report filed October 18, 2024.
METALLURGICAL TEST WORK
The early metallurgical results demonstrate that Jackpot mineralization can yield a high-grade spodumene concentrate suitable for the lithium battery supply chain.
- Metallurgical testing was conducted by SGS Lakefield (2022–2023) on a 200 kg composite sample grading 1.72% Li₂O and 0.29% Fe₂O₃.
- Heavy Liquid Separation (HLS) produced a 6.0% Li₂O spodumene concentrate with 81.5% Li₂O recovery, and a concentrate iron content of 0.76% Fe₂O₃, without magnetic separation.
- Additional optimization through dense media separation (DMS) and flotation is expected to further enhance recovery and concentrate grade.
- The Company adopted the 81.5% recovery figure within the MRE cut-off assumptions.
Grant of Options
Imagine further announces that it has granted 7,200,000 options to an officer and director of the company exercisable at $0.05 for a period of 5 years from the date of grant. The options have been granted in accordance with the Company's stock option plan.
Qualified Person
The technical content of this news release was reviewed and approved by Jason Arnold, P.Geo., an Independent Qualified Person as defined by the National Instrument 43-101.
About Imagine Lithium Inc.
Imagine is a junior mining exploration company focused on seeking and acquiring world-class mineral projects. The company holds the Jackpot lithium property located in the Georgia Lake area about 140 km NNE of Thunder Bay, Ontario, is approximately 12 km by road from the Trans-Canada Highway (Hwy 11), and is in proximity to sources of power, railroads, and ports. The Jackpot Property consists of 297 mineral claims covering 18,800 hectares. The Property contains NI 43-101 compliant Mineral Resources of 3.1 Mt grading 0.85% Li2O in the Indicated category and 5.3 Mt grading 0.91% Li2O in the Inferred category, as well as a number of other known pegmatite showings.
ON BEHALF OF THE BOARD
"Simone Sze Man Suen"Simone Sze Man Suen, President
FOR FURTHER INFORMATION, PLEASE CONTACT:
Telephone: +1-807-355-5405 Toll Free: 1-888-945-4770
Neither the TSX Venture Exchange nor its Regulation Services Provider (as that term is defined in the policies of the TSX Venture Exchange) accepts responsibility for the adequacy or accuracy of this release.
FORWARD-LOOKING STATEMENTS: This news release contains forward-looking statements, which relate to future events or future performance and reflect management's current expectations and assumptions. Such forward-looking statements reflect management's current beliefs and are based on assumptions made by and information currently available to the Company. Investors are cautioned that these forward-looking statements are neither promises nor guarantees and are subject to risks and uncertainties that may cause future results to differ materially from those expected. These forward-looking statements are made as of the date hereof and, except as required under applicable securities legislation, the Company does not assume any obligation to update or revise them to reflect new events or circumstances. All the forward-looking statements made in this press release are qualified by these cautionary statements and by those made in our filings with SEDAR in Canada (available at www.sedarplus.ca).
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/277628
Southern Copper (SCCO) just climbed to a top Zacks Rank of 1, with consensus earnings estimates rising about 7% this past quarter, and that upgrade is reshaping how investors are sizing up the stock.
See our latest analysis for Southern Copper.
That stronger earnings story is landing on top of powerful momentum, with Southern Copper’s share price now at $140.4 and supported by a roughly 57.9% year to date share price return. Its five year total shareholder return above 200% shows the longer term trend has been firmly in investors’ favor.
If you are weighing Southern Copper’s run and wondering what else might be setting up for strong multi year compounding, this is a good moment to discover fast growing stocks with high insider ownership.
Yet with the stock trading above many analyst targets and its value score looking stretched, investors have to ask: Is Southern Copper still a buyable compounder, or is the market already pricing in years of growth ahead?
Most Popular Narrative: 18.7% Overvalued
With Southern Copper last closing at $140.4 against a narrative fair value of $118.29, the story hinges on future copper tightness and margin gains.
The analysts have a consensus price target of $95.247 for Southern Copper based on their expectations of its future earnings growth, profit margins and other risk factors. However, there is a degree of disagreement amongst analysts, with the most bullish reporting a price target of $128.7, and the most bearish reporting a price target of $66.63.
Curious how relatively modest revenue growth, rising margins and a premium future earnings multiple can still point to downside from here? The full narrative joins those dots.
Result: Fair Value of $118.29 (OVERVALUED)
Have a read of the narrative in full and understand what’s behind the forecasts.
However, a sharper than expected downturn in global growth or renewed project disruptions, particularly at Tia Maria, could quickly undermine the bullish earnings path.
Find out about the key risks to this Southern Copper narrative.
Build Your Own Southern Copper Narrative
If you want to stress test this view or build your own angle from the numbers, you can craft a full narrative in minutes, Do it your way.
A great starting point for your Southern Copper research is our analysis highlighting 2 key rewards and 1 important warning sign that could impact your investment decision.
Looking for your next smart investment angle
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include SCCO.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
BHP Group Limited BHP announced that it inked a binding deal with Global Infrastructure Partners (“GIP”), which is part of BlackRock, Inc. BLK, for BHP’s stake in Western Australia Iron Ore's (“WAIO”) inland power network. This deal will help BHP Group with its funding, as well as retain operational control over WAIO’s infrastructure.
Details of BHP’s Deal With GIP
BHP Group has an 85% interest in WAIO that includes four main joint ventures in the Pilbara region of Western Australia. The partnership between BHP and BlackRock’s GIP will establish a trust entity where BHP will hold a 51% stake in WAIO and GIP will own the remaining 49% for a funding of $2 billion.BHP will continue to operate WAIO, including its inland power infrastructure, per the agreement. The company will pay a tariff to the entity for 25 years, based on its WAIO inland power share. WAIO will continue to focus on its long-term strategy to increase iron ore production to 305 million tons per annum.The deal is expected to close toward the end of fiscal 2026, subject to closing conditions and approvals. BHP will incorporate the net proceeds from this deal and assess the same under the company’s capital allocation framework. The deal showcases the company’s disciplined approach to capital portfolio management, as well as supporting the company's balance sheet flexibility.
BHP Group Stock’s Price Performance
BHP shares have gained 13.8% in a year compared with the industry’s 22.7% growth.
Image Source: Zacks Investment Research
BHP’s Zacks Rank & Stocks to Consider
The company currently carries a Zacks Rank #3 (Hold).Some better-ranked stocks from the basic materials space are OR Royalties Inc. OR and Agnico Eagle Mines AEM. OR and AEM sport a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
The consensus estimate for OR Royalties’ 2025 earnings is pegged at 82 cents per share. The estimate indicates year-over-year growth of 57.7%. OR Royalties’ shares have surged 80% in a year.
The consensus estimate for Agnico Eagle Mines’ 2025 earnings is pegged at $7.77 per share. The estimate indicates a year-over-year jump of 83.6%. It has an average trailing four-quarter earnings surprise of 11.6%. Agnico Eagle Mines’ shares have surged 107.6% in a year.
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BlackRock (BLK) : Free Stock Analysis Report
BHP Group Limited Sponsored ADR (BHP) : Free Stock Analysis Report
Agnico Eagle Mines Limited (AEM) : Free Stock Analysis Report
OR Royalties Inc. (OR) : Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).
This article first appeared on GuruFocus.
Investors are watching BHP Group (NYSE:BHP) reposition itself for a new phase of capital deployment as the miner accelerates the monetization of non-core infrastructure. BHP has agreed to sell a $2 billion stake in the electricity network that powers its Pilbara iron ore operations, transferring almost half of its existing 85 percent ownership to Global Infrastructure Partners, the infrastructure arm of BlackRock. The proceeds will be redeployed into higher-priority growth areas, with BHP continuing to pay a tariff based on its remaining stake for 25 years. The move follows an earlier signal from BHP in August that it intended to recycle capital through targeted divestments, with analysts suggesting this could be the start of a broader capital-efficient optimization program.
Operational leadership remains intact. BHP will continue to oversee the entire network, which includes the Yarnima gas-fired power station and over 400 kilometers of transmission lines and substations, with the deal expected to close next year. CEO Mike Henry said the agreement enables BHP to access new capital while retaining full strategic and operational control of the assets. Shares slipped 0.4 percent to A$44.30 in Sydney on Tuesday. The plan mirrors a wider shift among major miners, where Rio Tinto has announced a plan to release between $5 billion and $10 billion from divestments, funded partly by the sale of its titanium and borates business and additional infrastructure that it uses but no longer needs to own.
The recycling effort is being positioned around one central goal: expanding long-life growth in copper, potash and iron ore. BHP is planning around $10 billion of annual capital expenditure for the rest of this decade, including $13 billion over the next 10 years to maintain production from its Chilean copper operations and heavy investment into its Canadian potash development. Copper demand is projected to increase by about 70 percent over the next two decades, driven by the shift toward lower-carbon energy and the growing requirements of data centers. The outlook has intensified BHP's pursuit of scale in copper, culminating in two unsuccessful takeover attempts for Anglo American last month, with the latest approach reportedly valued at around 40 billion. Investors could view the current divestment strategy as an early sign that BHP is preparing to channel capital into its highest-conviction growth opportunities while keeping balance-sheet discipline intact.
- If you are wondering whether BHP Group still offers good value after its long run, or if the easy gains are behind it, this article will walk through what the numbers are really saying about the stock today.
- With the share price at about AU$44.30, BHP is up 4.1% over the last week, 3.9% over the last month, and has stacked up a solid 69.0% gain over five years. That naturally raises the question of whether the current price still reflects attractive upside.
- Recent moves have been shaped by shifting expectations around iron ore demand from China and a renewed focus on copper as a critical metal for electrification, with BHP frequently cited in market commentary as a key beneficiary of long term infrastructure and energy transition spending. At the same time, headlines around global growth uncertainty and commodity price volatility have kept a floor under risk perceptions, which helps explain why the stock has been climbing, but not in a straight line.
- On our checks, BHP scores a 4/6 valuation score, suggesting the market may still be underpricing parts of its cash flow and asset base. We will break down what different valuation methods say and then finish by looking at a more powerful way to tie those valuation signals into the bigger investment story.
Find out why BHP Group’s 10.5% return over the last year is lagging behind its peers.
Approach 1: BHP Group Discounted Cash Flow (DCF) Analysis
A Discounted Cash Flow model estimates what a company is worth by projecting the cash it can generate in the future and then discounting those cash flows back to today to reflect risk and the time value of money.
For BHP Group, the latest twelve month Free Cash Flow stands at about $10.35 billion. Analysts have detailed forecasts out to 2029, after which Simply Wall St extrapolates trends for several more years, leading to a projected Free Cash Flow of roughly $10.23 billion by 2030. These projections are based on a 2 Stage Free Cash Flow to Equity model, which assumes a first phase of analyst led growth followed by a more mature, slower growth period.
Bringing all of those projected cash flows back to today results in an estimated intrinsic value of about A$46.38 per share. Compared with the current share price of roughly A$44.30, the DCF suggests BHP is trading at about a 4.5% discount, which is a modest gap rather than a screaming bargain.
Result: ABOUT RIGHT
BHP Group is fairly valued according to our Discounted Cash Flow (DCF), but this can change at a moment’s notice. Track the value in your watchlist or portfolio and be alerted on when to act.
BHP Discounted Cash Flow as at Dec 2025
Approach 2: BHP Group Price vs Earnings
For profitable companies like BHP Group, the price to earnings (PE) ratio is a straightforward way to connect what investors are paying today with the profits the business is generating. In general, stronger and more reliable earnings growth, coupled with lower perceived risk, tends to justify a higher PE, while more cyclical or uncertain earnings usually call for a lower PE.
BHP currently trades on a PE of about 16.5x, which is below both the Metals and Mining industry average of roughly 21.8x and the peer group average around 20.2x. At first glance, that discount might suggest the market is assigning a more cautious outlook to BHP compared to its sector.
Simply Wall St’s Fair Ratio offers a more tailored lens. It estimates what a reasonable PE should be for BHP, based on its earnings growth profile, risk, profit margins, industry positioning and market cap. On this basis, BHP’s Fair Ratio comes out at about 28.0x, materially higher than its current 16.5x. That gap implies the shares trade at a meaningful discount to what its fundamentals would typically warrant.
Result: UNDERVALUED
ASX:BHP PE Ratio as at Dec 2025
PE ratios tell one story, but what if the real opportunity lies elsewhere? Discover 1452 companies where insiders are betting big on explosive growth.
Upgrade Your Decision Making: Choose your BHP Group Narrative
Earlier we mentioned that there is an even better way to understand valuation. Let us introduce you to Narratives, a simple tool on Simply Wall St’s Community page that lets you combine your own story about BHP Group with concrete forecasts for revenue, earnings, margins and a resulting fair value. It then automatically compares that fair value to today’s share price to show whether your view suggests buying or selling, keeps that view up to date as new news or earnings arrive, and makes it easy to see how different investors can reasonably disagree. For example, one bullish Narrative might assume BHP deserves a fair value near A$46.55 because decarbonization and copper growth will drive higher long term profitability, while a more cautious Narrative might point to legal, regulatory and iron ore demand risks and land closer to A$35.82. All of this sits within a dynamic, visual framework that helps you decide which version of the future you find most convincing and what that means for your next move.
Do you think there’s more to the story for BHP Group? Head over to our Community to see what others are saying!
ASX:BHP 1-Year Stock Price Chart
This article by Simply Wall St is general in nature. We provide commentary based on historical data
and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your
financial situation. We aim to bring you long-term focused analysis driven by fundamental data.
Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.
Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include BHP.AX.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
(Bloomberg) — BHP Group is selling a $2 billion stake in the power network that supplies its vast iron ore operations in the Pilbara region of Western Australia, as it seeks to channel funds into priority areas such as copper.
The mining giant will sell almost half of its 85% interest in the power network to BlackRock Inc.’s Global Infrastructure Partners LP and pay a tariff linked to its stake over a 25-year period, BHP said in a statement Tuesday.
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Major miners are seeking to divest non-core assets as they focus on growth while reining in spending. BHP first flagged its intention to sell interests in infrastructure in August, saying it would recycle capital into higher-return growth opportunities, a sentiment echoed last week by its biggest rival, Rio Tinto Group.
“The deal increases the likelihood of additional capital-efficient recycling across BHP’s wide infrastructure portfolio in coming years,” RBC Capital Markets LLC analyst Kaan Peker said in a note.
The Perth-based company will maintain full control over the electricity network, which includes the Yarnima gas-fired power station and more than 400 kilometers (249 miles) of transmission lines and substations. The deal is expected to close next year.
The agreement with GIP “enables BHP to access capital and maintain operational and strategic control” of the energy network, BHP Chief Executive Officer Mike Henry said in the statement. The company’s shares slipped 0.4% to close at A$44.30 ($29.45) in Sydney on Tuesday.
Rio has said it would release $5 billion to $10 billion in “cash proceeds” from its asset base through divestments. About half of that will come from the sale of its titanium and borates business, but the remainder is likely to be from infrastructure it uses but doesn’t need to own. Any capital raised will help fund plans to ramp up a series of massive new copper and iron ore mines.
Elsewhere, Mineral Resources Ltd., a mid-sized Australian miner, last year took similar measures, selling a 49% interest in the 150-kilometer haul road between its Onslow Iron mine and its export terminal to Morgan Stanley Infrastructure Partners — agreeing to pay a toll to use it.
BHP hasn’t yet said whether it’s considering selling a stake in its rail network, which spans more than 1,000 kilometers, as it looks to fund capital expenditure of about $10 billion each year for the remainder of the decade.
Among its largest investments is $13 billion to maintain production at its Chilean copper assets over the next 10 years. The company is also investing heavily in its Canadian potash project, paving its entry into fertilizer once operations begin.
The miner is also urgently seeking to increase its exposure to copper, where it sees demand jumping 70% over the coming two decades, driven by the shift to a low-carbon economy and the relentless growth of data centers. It’s appetite for the metal spurred two failed takeover attempts of Anglo American Plc, which owns some of the biggest mines — with last month’s said to be worth around £40 billion ($53 billion).
–With assistance from Martin Ritchie.
(Writes through with details, background.)
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BHP Group (NYSE:BHP) is one of the best copper stocks to buy right now. On December 3, JPMorgan analyst Dominic O’Kane lifted the price target on BHP Group (NYSE:BHP) to 2,300 GBp from 2,100 GBp while keeping a Neutral rating on the shares. However, Citi analyst Ephrem Ravi reiterated a Hold rating on the stock on December 2, setting a A$47.00 price target.
In addition, Bank of America Securities analyst Jason Fairclough maintained a Buy rating on BHP Group (NYSE:BHP) on November 24, with a price target of A$49. Morgan Stanley’s Rahul Anand also issued a bullish outlook for the stock the same day, assigning a Buy rating.
The ratings came after BHP Group (NYSE:BHP) reported its operational review for the quarter ended 30 September, announcing that copper production grew 4%, with record concentrator throughput at Escondida. Management highlighted the resilient overall macroeconomic signals for commodity demand, with global growth forecasts also moving higher.
The company further stated that while it expects some deceleration in growth in H2 CY25, in China, it still expects GDP growth of ~5% for the year. In addition, BHP Group’s (NYSE:BHP) asset portfolio in copper benefited from major disruptions at some of its competitors’ mines, tightening the overall market fundamentals.
BHP Group (NYSE:BHP) is involved in the exploration, production, development, and processing of copper, iron ore, and metallurgical coal. Its operations are divided into the Copper, Iron Ore, and Coal segments. The Copper segment encompasses the mining of copper, silver, gold, lead, zinc, molybdenum, and uranium.
While we acknowledge the potential of BHP as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
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Disclosure: None. This article is originally published at Insider Monkey.
BHP has agreed to a US$2 billion funding arrangement with Global Infrastructure Partners, part of BlackRock, to support the inland power network serving its Western Australia Iron Ore operations.
The deal creates a new trust entity that will be 51% owned and controlled by BHP, while GIP will acquire a 49% stake through its capital injection. In exchange, BHP will pay a tariff tied to its share of WAIO’s inland power usage over a 25-year period.
The agreement enables BHP to unlock capital while retaining full operational control over WAIO and its power assets. No ownership of WAIO infrastructure changes hands, and existing joint venture and state agreements remain unaffected.
Infrastructure monetization deals have accelerated across the mining and energy sectors as operators seek to recycle capital, strengthen balance sheets, and fund growth without ceding strategic control. WAIO — 85% owned by BHP — is pursuing a long-term plan to lift iron ore output to 305 million tonnes per year through targeted investments in mines, rail, and power systems.
For BHP, the transaction supports its capital allocation framework and adds financial flexibility as it navigates volatile iron ore markets and rising decarbonization costs. For GIP, the acquisition expands its footprint in Australian energy infrastructure, building on its US$189 billion global portfolio.
Completion is expected by the end of FY2026, pending regulatory approvals, including Australia’s Foreign Investment Review Board.
By Charles Kennedy for Oilprice.com
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