NATGAS_EU - Ticker AI Digest

Andrew Harnik/Getty Images News U.S. President Donald Trump posted an AI-generated video purporting to show Iran’s Kharg Island being blown up, hours after the U.S. and Iran resumed hostilities for the first time since July. Trump shared the clip on Truth Social with the caption, “Kharg Island being blown to smithereens!!! President DJT.” An Iranian official dismissed the video as “laughable,” while there was no evidence several hours later that Kharg Island had been attacked. "Trump’s tweets are laughable and conditions in Kharg are calm and appropriate," said Hamid Bovard, chief executive of government-run National Iranian Oil Co. Oil prices rose more than 2% Sunday evening as markets reacted to the latest escalation, with Brent crude futures climbing above $90 a barrel after U.S. forces struck two Iranian launchers on Larak Island near the Strait of Hormuz. Brent crude futures (CO1:COM [https://seekingalpha.com/symbol/CO1:COM]) rose 2.57% to $90.37 a barrel, while U.S. West Texas Intermediate crude (CL1:COM [https://seekingalpha.com/symbol/CL1:COM]) gained 2.47% to $85.40 as of press time. Kharg Island is a critical part of Iran’s oil infrastructure, handling about 90% of the country’s oil exports before the war began on Feb. 28. Any attack on the island could severely disrupt Iranian oil exports, putting further pressure on global energy markets and Iran’s economy. Iranian President Masoud Pezeshkian said the country would respond decisively to any aggression, according to state media. “We will never remain silent in the face of any aggression and will respond decisively to the aggressors,” he said Monday ahead of a visit to Kyrgyzstan. It was unclear whether his remarks came before or after Trump’s post about Kharg Island. ETFS: (USO [https://seekingalpha.com/symbol/USO]), (BNO [https://seekingalpha.com/symbol/BNO]), (UCO [https://seekingalpha.com/symbol/UCO]), (SCO [https://seekingalpha.com/symbol/SCO]), (USL [https://seekingalpha.com/symbol/USL]), (DBO [https://seekingalpha.com/symbol/DBO]), (DRIP [https://seekingalpha.com/symbol/DRIP]), (GUSH [https://seekingalpha.com/symbol/GUSH]), (USOI [https://seekingalpha.com/symbol/USOI]), (XLE [https://seekingalpha.com/symbol/XLE]) DEAR READERS: We recognize that politics often intersect with the financial news of the day, so we invite you to click here [https://seekingalpha.com/article/4931547-politics-and-the-markets-083126]to join the separate political discussion. MORE ON CRUDE OIL FUTURES, BRENT FUTURES, ETC. * The S&P 500 Proved Me Wrong, But AI Is Hiding The War Damage [https://seekingalpha.com/article/4940228-the-s-and-p-500-proved-me-wrong-but-ai-is-hiding-the-war-damage] * Commodities: Oil Prices Up Even As Hormuz Flows Increase [https://seekingalpha.com/article/4941101-commodities-oil-prices-up-even-as-hormuz-flows-increase] * Threat Of Windfall Taxes Looms Over Energy Industry [https://seekingalpha.com/article/4940996-threat-of-windfall-taxes-looms-over-energy-industry] * Oil prices jump more than 2% after U.S. strike on Iran [https://seekingalpha.com/news/4638082-oil-prices-jump-more-than-2-percent-after-u-s-strike-on-iran] * U.S. strikes Iranian launchers near Strait of Hormuz [https://seekingalpha.com/news/4638081-u-s-strikes-iranian-launchers-near-strait-of-hormuz]

Avanti Gold (AVTGF [https://seekingalpha.com/symbol/AVTGF]) has entered into an agreement with SCP Resource Finance LP to conduct a fully underwritten bought deal private placement [https://seekingalpha.com/pr/20634000-avanti-gold-announces-bought-deal-private-placement-board-restructuring-and-annual-general] of 70M units at a price of C$0.50 per unit for aggregate gross proceeds of C$35M. The company has also granted the underwriter an option to increase the offering size by up to 15%, which would raise total gross proceeds up to C$40.25M if fully exercised. Each unit consists of one common share and one-half of one common share purchase warrant, with each whole warrant exercisable at C$0.65 for 36 months from issuance. The offering is expected to close on or about September 22, 2026. The underwriters will receive a 6.0% cash commission, which may be taken in units and broker warrants equal to 6.0% of the units sold. Net proceeds from the offering will fully fund Avanti's planned 42,000-metre 2026 drill program across the Misisi Gold Project in the Democratic Republic of the Congo (DRC), advance a maiden Preliminary Economic Assessment (PEA), and support general administrative expenses and working capital. Avanti also announced board changes before its annual general meeting in October 2026. Chairman Sir Samuel Jonah will step down to focus on other business but will stay as a consultant. Mohamed Cisse will remain as CEO. Three new independent non-executive directors are nominated for election: Matthieu Bos, George Bennett, and Eric Zurrin. Incumbent directors Terry Holohan and Martin Pawlitschek will stand for re-election, while the remaining board members will not seek re-election. MORE ON AVANTI GOLD CORP. * Financial information for Avanti Gold Corp. [https://seekingalpha.com/symbol/AVTGF/income-statement]

Gold (XAU/USD) recovers slightly from sub-$4,400 levels – a one-and-a-half-week low – touched during the Asian session on Monday, though the upside potential seems limited. A softer US Dollar (USD) offers some support to the precious metal and helps trim a part of its intraday losses.

Vancouver, British Columbia--(Newsfile Corp. - August 31, 2026) - iMetal Resources Inc. (TSXV: IMR) (OTCQB: IMRFF) (FSE: A7VA) ("iMetal" or the "Company") is pleased to announce the appointment of Paul Larkin as an independent director and Robert Scott as Chief Financial Officer. Mr. Larkin fills the vacancy created by Scott Davis, who has resigned from the board of directors to focus on other matters. Mr. Davis will remain with the Company in an advisory capacity. "Paul and Rob bring public-company, capital markets and transaction experience that is directly relevant to iMetal's next stage," said Saf Dhillon, President and CEO of iMetal. "Both have helped guide junior companies through financings, governance matters and value-creating transactions. I also thank Scott Davis for his years of service and dedication, and for his continued support as an advisor to the Company." Paul Larkin Mr. Larkin has served as President of Vancouver-based New Dawn Group for more than 43 years. New Dawn is an investment and financial consulting firm specializing in corporate finance, merchant banking and the administration of public companies. Before helping launch numerous junior natural resource companies, Mr. Larkin worked as an investment banker, financing the early stages of several successful businesses. He has served as a director, lead director, officer and strategic advisor to companies listed on the TSX Venture Exchange, Toronto Stock Exchange and U.S. exchanges, with experience in corporate finance, capital markets, audit oversight, mergers and acquisitions, compensation, governance and strategic growth. Mr. Larkin served as an independent director of Prime Mining Corp. (TSX: PRYM) from August 2019 to August 2023, helping guide the company during a key stage in the advancement of the Los Reyes Gold-Silver Project in Sinaloa, Mexico. During that period, Prime strengthened its management and governance framework, completed significant financings and advanced Los Reyes through extensive exploration and resource growth. Prime was later acquired by Torex Gold Resources Inc. (TSX: TXG) in October 2025 in a transaction initially valued at approximately C$449 million, highlighting the long-term value created at Los Reyes. Mr. Larkin was also a Founding Partner, Director and Chair of the Audit and M&A Committees of U.S. Geothermal Inc. (NYSE: HTM), a geothermal renewable energy company acquired by Ormat Technologies Inc. (NYSE: ORA) in 2018 for an enterprise value exceeding US$200 million. He currently serves in board, advisory and audit committee roles with several Canadian public companies, including Condor Resources Inc. (TSXV: CN), and advises emerging natural resource companies on corporate finance, governance, strategic transactions and capital markets development. Story Continues Robert Scott Mr. Scott is an accomplished finance professional with more than 25 years of experience in accounting and corporate compliance, corporate finance, and merchant and commercial banking. He is a CPA, CA and CFA charterholder and has spent the past 18 years as a senior officer and director of a number of TSX Venture Exchange-listed issuers. During that time, he has helped raise more than $250 million in equity and gained extensive experience in initial public offerings, reverse takeovers, corporate restructurings, mergers and acquisitions, and cost-effective operations management. Some of his current and past management positions include Capitan Silver Corp. (TSXV: CAPT), Blue Jay Gold Corp. (TSXV: JAY), Riverside Resources Inc. (TSXV: RRI) and Great Bear Resources Ltd. (acquired by Kinross Gold Corporation in 2022 for approximately C$1.8 billion). The appointments add capital markets, governance, audit oversight and public-company finance experience as iMetal advances its Ontario and Quebec exploration portfolio and evaluates opportunities to create shareholder value. About iMetal Resources, Inc. iMetal is a Canadian junior exploration company focused on gold and critical mineral resource properties in Ontario and Quebec. Its flagship property, Gowganda West, is an exploration-stage gold project located near McFarlane Lake Mining Limited's Juby Project in the Shining Tree Camp area of the southern Abitibi Greenstone Gold Belt, about 100 km south-southeast of the Timmins Gold Camp. Drilling in the project's West Zone, announced in February 2026, returned 278.35 m at 0.424 g/t gold in hole IMGW-25-06, including 62.25 m at 0.61 g/t gold and 16.65 m at 1.24 g/t gold, complementing the 2023 discovery hole of 48.5 m at 0.85 g/t gold. Gowganda West is also contiguous with the Knight project, part of the strategic partnership between Orecap Invest Corp. and Agnico Eagle Mines Ltd. Carheil is an exploration-stage project with multi-metal potential and previous graphite results, located about 170 km north of Rouyn-Noranda in the Northern Abitibi Greenstone Belt. In August 2026, McFarlane Lake Mining Limited (CSE: MLM), iMetal's neighbour at Gowganda West and owner of the adjoining Juby Gold Project, completed a strategic investment that made it the Company's largest shareholder and directly endorsed the Gowganda West land package. ON BEHALF OF THE BOARD OF DIRECTORS, Saf Dhillon President and CEO iMetal Resources, Inc. saf@imetalresources.ca Tel. (604) 484-3031 Suite 550, 800 West Pender Street, Vancouver, British Columbia, V6C 2V6. https://imetalresources.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. This release may contain forward-looking statements or forward-looking information under applicable Canadian securities legislation that may not be based on historical fact, including, without limitation, statements containing the words "believe", "may", "plan", "will", "estimate", "continue", "anticipate", "intend", "expect", "potential",

Silver price (XAG/USD) extends its losses for the second successive day, trading around $66.10 per troy ounce during the Asian hours on Monday. The non-yielding Silver declined following hawkish remarks from Federal Reserve (Fed) Chair Kevin Warsh.

With the European Central Bank signaling possible rate hikes due to persistent inflation, investors are paying closer attention to companies that can grow through different interest rate settings. That is where fast growing stocks with high insider ownership come into focus. In this article you will see three stocks from the Fast Growing Stocks With High Insider Ownership screener that align management confidence with growth potential. The three stocks highlighted next are just a starting sample, and the full screen surfaced 47 more companies with equally compelling growth and insider ownership stories that are not covered here. To identify and analyze the ideas that best fit your portfolio, head straight into the Fast Growing Stocks With High Insider Ownership screener. Lightspeed Commerce (TSX:LSPD) Lightspeed Commerce provides a cloud-based commerce platform that helps retailers, restaurants and other merchants manage operations, run omni-channel sales and accept payments, which ties directly into the screener's focus on recurring SaaS and payments driven growth. The company generates about $1.24b in revenue from software and programming, largely through subscriptions and integrated payments. Lightspeed Commerce currently has a market cap of about CA$1.9b. Lightspeed Commerce may appeal to investors who are interested in a business where recurring software subscriptions and integrated payments are central to the growth story, supported by management guidance that points to expanding payments penetration and changing unit economics. Analysts have highlighted the potential for earnings to improve if operating leverage from the SaaS plus payments model continues to build, while the stock valuation still reflects uncertainty about the path to sustained profitability. At the same time, competition from larger payments and POS providers and the company's still modest profitability keep execution risk front and center. For those seeking exposure to commerce software and payments where market sentiment may not fully reflect the recurring revenue model, this is a story that some investors may choose to watch more closely. Lightspeed Commerce's SaaS plus payments story is often viewed through the profitability debate, yet the real twist lies in how its growth, margins, and valuation intersect in the analysis report for Lightspeed CommerceTSX:LSPD Revenue & Expenses Breakdown as at Aug 2026 Ivanhoe Mines (TSX:IVN) Ivanhoe Mines is a Vancouver based miner focused on copper, zinc and platinum group metals across Africa, with the high grade Kamoa Kakula Copper Complex providing the clearest link to the Fast Growing Stocks With High Insider Ownership theme through its role in supporting future copper production growth. Reported revenue is currently tied mainly to Kipushi Properties at about US$575 million, with smaller segment adjustments, while other projects such as Platreef and Western Forelands are still in various development or exploration stages. The company has a market cap of roughly CA$17.3b, which reflects investor attention on how Kamoa Kakula's expansion and Kipushi's zinc output could shape the next phase of the business. Story Continues Ivanhoe Mines provides exposure to one of the world's highest grade copper complexes at Kamoa Kakula, where recent Q2 2026 updates indicate robust production, tight copper guidance and ongoing cost support from byproduct credits at Kipushi. Growth expectations are strong and management is leaning into that outlook; however, a rich valuation and reliance on external borrowings mean the stock is priced on flawless execution. If production ramps as planned and margins at Kamoa Kakula and Kipushi hold up, current weakness against the broader Canadian market could prove temporary. The key issue is whether Ivanhoe Mines can translate this asset base and insider alignment into the level of long term cash generation implied by the current premium. Ivanhoe Mines' growth story is tied to world class copper, but the real question is whether current pricing already assumes perfect execution. Get the full context in the 1 key reward and 1 important warning signTSX:IVN Earnings & Revenue Growth as at Aug 2026 Colliers International Group (TSX:CIGI) Colliers International Group is a global commercial real estate and engineering services company that earns most of its revenue from commercial real estate services at about $3.5b and engineering at about $1.9b, with a growing contribution from its $562 million investment management arm. The clearest tie to the Fast Growing Stocks With High Insider Ownership theme comes from Colliers' capital markets and investment management activities, where property sales, mortgage investment banking and long dated funds can scale as real estate transaction volumes and investor confidence improve, even though these are not the largest revenue lines today. The company's market cap is about CA$7.3b. Colliers International Group provides a mix of fee based capital markets and investment management businesses that are positioned to participate in improving real estate activity, together with more traditional brokerage and engineering income that help support scale. Recent Q2 2026 results showed solid top line growth and management has discussed potential share buybacks alongside continued acquisitions, which supports the growth narrative tied to high insider alignment. At the same time, thin profit margins, reliance on external funding and a rich P/E multiple mean the story depends heavily on earnings meeting existing expectations. If Colliers continues to build recurring fees from perpetual funds and outsourcing contracts while keeping integration risks in check, the reward to risk trade off may merit closer monitoring. Colliers International Group's accelerating fee based businesses could be masking a much bigger shift in its earnings power. Get the full story and potential pressure points in the analyst forecasts for Colli

Andrew Harnik/Getty Images News U.S. President Donald Trump posted an AI-generated video purporting to show Iran’s Kharg Island being blown up, hours after the U.S. and Iran resumed hostilities for the first time since July. Trump shared the clip on Truth Social with the caption, “Kharg Island being blown to smithereens!!! President DJT.” An Iranian official dismissed the video as “laughable,” while there was no evidence several hours later that Kharg Island had been attacked. "Trump’s tweets are laughable and conditions in Kharg are calm and appropriate," said Hamid Bovard, chief executive of government-run National Iranian Oil Co. Oil prices rose more than 2% Sunday evening as markets reacted to the latest escalation, with Brent crude futures climbing above $90 a barrel after U.S. forces struck two Iranian launchers on Larak Island near the Strait of Hormuz. Brent crude futures (CO1:COM [https://seekingalpha.com/symbol/CO1:COM]) rose 2.57% to $90.37 a barrel, while U.S. West Texas Intermediate crude (CL1:COM [https://seekingalpha.com/symbol/CL1:COM]) gained 2.47% to $85.40 as of press time. Kharg Island is a critical part of Iran’s oil infrastructure, handling about 90% of the country’s oil exports before the war began on Feb. 28. Any attack on the island could severely disrupt Iranian oil exports, putting further pressure on global energy markets and Iran’s economy. Iranian President Masoud Pezeshkian said the country would respond decisively to any aggression, according to state media. “We will never remain silent in the face of any aggression and will respond decisively to the aggressors,” he said Monday ahead of a visit to Kyrgyzstan. It was unclear whether his remarks came before or after Trump’s post about Kharg Island. ETFS: (USO [https://seekingalpha.com/symbol/USO]), (BNO [https://seekingalpha.com/symbol/BNO]), (UCO [https://seekingalpha.com/symbol/UCO]), (SCO [https://seekingalpha.com/symbol/SCO]), (USL [https://seekingalpha.com/symbol/USL]), (DBO [https://seekingalpha.com/symbol/DBO]), (DRIP [https://seekingalpha.com/symbol/DRIP]), (GUSH [https://seekingalpha.com/symbol/GUSH]), (USOI [https://seekingalpha.com/symbol/USOI]), (XLE [https://seekingalpha.com/symbol/XLE]) DEAR READERS: We recognize that politics often intersect with the financial news of the day, so we invite you to click here [https://seekingalpha.com/article/4931547-politics-and-the-markets-083126]to join the separate political discussion. MORE ON CRUDE OIL FUTURES, BRENT FUTURES, ETC. * The S&P 500 Proved Me Wrong, But AI Is Hiding The War Damage [https://seekingalpha.com/article/4940228-the-s-and-p-500-proved-me-wrong-but-ai-is-hiding-the-war-damage] * Commodities: Oil Prices Up Even As Hormuz Flows Increase [https://seekingalpha.com/article/4941101-commodities-oil-prices-up-even-as-hormuz-flows-increase] * Threat Of Windfall Taxes Looms Over Energy Industry [https://seekingalpha.com/article/4940996-threat-of-windfall-taxes-looms-over-energy-industry] * Oil prices jump more than 2% after U.S. strike on Iran [https://seekingalpha.com/news/4638082-oil-prices-jump-more-than-2-percent-after-u-s-strike-on-iran] * U.S. strikes Iranian launchers near Strait of Hormuz [https://seekingalpha.com/news/4638081-u-s-strikes-iranian-launchers-near-strait-of-hormuz]

Avanti Gold (AVTGF [https://seekingalpha.com/symbol/AVTGF]) has entered into an agreement with SCP Resource Finance LP to conduct a fully underwritten bought deal private placement [https://seekingalpha.com/pr/20634000-avanti-gold-announces-bought-deal-private-placement-board-restructuring-and-annual-general] of 70M units at a price of C$0.50 per unit for aggregate gross proceeds of C$35M. The company has also granted the underwriter an option to increase the offering size by up to 15%, which would raise total gross proceeds up to C$40.25M if fully exercised. Each unit consists of one common share and one-half of one common share purchase warrant, with each whole warrant exercisable at C$0.65 for 36 months from issuance. The offering is expected to close on or about September 22, 2026. The underwriters will receive a 6.0% cash commission, which may be taken in units and broker warrants equal to 6.0% of the units sold. Net proceeds from the offering will fully fund Avanti's planned 42,000-metre 2026 drill program across the Misisi Gold Project in the Democratic Republic of the Congo (DRC), advance a maiden Preliminary Economic Assessment (PEA), and support general administrative expenses and working capital. Avanti also announced board changes before its annual general meeting in October 2026. Chairman Sir Samuel Jonah will step down to focus on other business but will stay as a consultant. Mohamed Cisse will remain as CEO. Three new independent non-executive directors are nominated for election: Matthieu Bos, George Bennett, and Eric Zurrin. Incumbent directors Terry Holohan and Martin Pawlitschek will stand for re-election, while the remaining board members will not seek re-election. MORE ON AVANTI GOLD CORP. * Financial information for Avanti Gold Corp. [https://seekingalpha.com/symbol/AVTGF/income-statement]

Gold (XAU/USD) recovers slightly from sub-$4,400 levels – a one-and-a-half-week low – touched during the Asian session on Monday, though the upside potential seems limited. A softer US Dollar (USD) offers some support to the precious metal and helps trim a part of its intraday losses.

Vancouver, British Columbia--(Newsfile Corp. - August 31, 2026) - iMetal Resources Inc. (TSXV: IMR) (OTCQB: IMRFF) (FSE: A7VA) ("iMetal" or the "Company") is pleased to announce the appointment of Paul Larkin as an independent director and Robert Scott as Chief Financial Officer. Mr. Larkin fills the vacancy created by Scott Davis, who has resigned from the board of directors to focus on other matters. Mr. Davis will remain with the Company in an advisory capacity. "Paul and Rob bring public-company, capital markets and transaction experience that is directly relevant to iMetal's next stage," said Saf Dhillon, President and CEO of iMetal. "Both have helped guide junior companies through financings, governance matters and value-creating transactions. I also thank Scott Davis for his years of service and dedication, and for his continued support as an advisor to the Company." Paul Larkin Mr. Larkin has served as President of Vancouver-based New Dawn Group for more than 43 years. New Dawn is an investment and financial consulting firm specializing in corporate finance, merchant banking and the administration of public companies. Before helping launch numerous junior natural resource companies, Mr. Larkin worked as an investment banker, financing the early stages of several successful businesses. He has served as a director, lead director, officer and strategic advisor to companies listed on the TSX Venture Exchange, Toronto Stock Exchange and U.S. exchanges, with experience in corporate finance, capital markets, audit oversight, mergers and acquisitions, compensation, governance and strategic growth. Mr. Larkin served as an independent director of Prime Mining Corp. (TSX: PRYM) from August 2019 to August 2023, helping guide the company during a key stage in the advancement of the Los Reyes Gold-Silver Project in Sinaloa, Mexico. During that period, Prime strengthened its management and governance framework, completed significant financings and advanced Los Reyes through extensive exploration and resource growth. Prime was later acquired by Torex Gold Resources Inc. (TSX: TXG) in October 2025 in a transaction initially valued at approximately C$449 million, highlighting the long-term value created at Los Reyes. Mr. Larkin was also a Founding Partner, Director and Chair of the Audit and M&A Committees of U.S. Geothermal Inc. (NYSE: HTM), a geothermal renewable energy company acquired by Ormat Technologies Inc. (NYSE: ORA) in 2018 for an enterprise value exceeding US$200 million. He currently serves in board, advisory and audit committee roles with several Canadian public companies, including Condor Resources Inc. (TSXV: CN), and advises emerging natural resource companies on corporate finance, governance, strategic transactions and capital markets development. Story Continues Robert Scott Mr. Scott is an accomplished finance professional with more than 25 years of experience in accounting and corporate compliance, corporate finance, and merchant and commercial banking. He is a CPA, CA and CFA charterholder and has spent the past 18 years as a senior officer and director of a number of TSX Venture Exchange-listed issuers. During that time, he has helped raise more than $250 million in equity and gained extensive experience in initial public offerings, reverse takeovers, corporate restructurings, mergers and acquisitions, and cost-effective operations management. Some of his current and past management positions include Capitan Silver Corp. (TSXV: CAPT), Blue Jay Gold Corp. (TSXV: JAY), Riverside Resources Inc. (TSXV: RRI) and Great Bear Resources Ltd. (acquired by Kinross Gold Corporation in 2022 for approximately C$1.8 billion). The appointments add capital markets, governance, audit oversight and public-company finance experience as iMetal advances its Ontario and Quebec exploration portfolio and evaluates opportunities to create shareholder value. About iMetal Resources, Inc. iMetal is a Canadian junior exploration company focused on gold and critical mineral resource properties in Ontario and Quebec. Its flagship property, Gowganda West, is an exploration-stage gold project located near McFarlane Lake Mining Limited's Juby Project in the Shining Tree Camp area of the southern Abitibi Greenstone Gold Belt, about 100 km south-southeast of the Timmins Gold Camp. Drilling in the project's West Zone, announced in February 2026, returned 278.35 m at 0.424 g/t gold in hole IMGW-25-06, including 62.25 m at 0.61 g/t gold and 16.65 m at 1.24 g/t gold, complementing the 2023 discovery hole of 48.5 m at 0.85 g/t gold. Gowganda West is also contiguous with the Knight project, part of the strategic partnership between Orecap Invest Corp. and Agnico Eagle Mines Ltd. Carheil is an exploration-stage project with multi-metal potential and previous graphite results, located about 170 km north of Rouyn-Noranda in the Northern Abitibi Greenstone Belt. In August 2026, McFarlane Lake Mining Limited (CSE: MLM), iMetal's neighbour at Gowganda West and owner of the adjoining Juby Gold Project, completed a strategic investment that made it the Company's largest shareholder and directly endorsed the Gowganda West land package. ON BEHALF OF THE BOARD OF DIRECTORS, Saf Dhillon President and CEO iMetal Resources, Inc. saf@imetalresources.ca Tel. (604) 484-3031 Suite 550, 800 West Pender Street, Vancouver, British Columbia, V6C 2V6. https://imetalresources.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. This release may contain forward-looking statements or forward-looking information under applicable Canadian securities legislation that may not be based on historical fact, including, without limitation, statements containing the words "believe", "may", "plan", "will", "estimate", "continue", "anticipate", "intend", "expect", "potential",

Silver price (XAG/USD) extends its losses for the second successive day, trading around $66.10 per troy ounce during the Asian hours on Monday. The non-yielding Silver declined following hawkish remarks from Federal Reserve (Fed) Chair Kevin Warsh.

With the European Central Bank signaling possible rate hikes due to persistent inflation, investors are paying closer attention to companies that can grow through different interest rate settings. That is where fast growing stocks with high insider ownership come into focus. In this article you will see three stocks from the Fast Growing Stocks With High Insider Ownership screener that align management confidence with growth potential. The three stocks highlighted next are just a starting sample, and the full screen surfaced 47 more companies with equally compelling growth and insider ownership stories that are not covered here. To identify and analyze the ideas that best fit your portfolio, head straight into the Fast Growing Stocks With High Insider Ownership screener. Lightspeed Commerce (TSX:LSPD) Lightspeed Commerce provides a cloud-based commerce platform that helps retailers, restaurants and other merchants manage operations, run omni-channel sales and accept payments, which ties directly into the screener's focus on recurring SaaS and payments driven growth. The company generates about $1.24b in revenue from software and programming, largely through subscriptions and integrated payments. Lightspeed Commerce currently has a market cap of about CA$1.9b. Lightspeed Commerce may appeal to investors who are interested in a business where recurring software subscriptions and integrated payments are central to the growth story, supported by management guidance that points to expanding payments penetration and changing unit economics. Analysts have highlighted the potential for earnings to improve if operating leverage from the SaaS plus payments model continues to build, while the stock valuation still reflects uncertainty about the path to sustained profitability. At the same time, competition from larger payments and POS providers and the company's still modest profitability keep execution risk front and center. For those seeking exposure to commerce software and payments where market sentiment may not fully reflect the recurring revenue model, this is a story that some investors may choose to watch more closely. Lightspeed Commerce's SaaS plus payments story is often viewed through the profitability debate, yet the real twist lies in how its growth, margins, and valuation intersect in the analysis report for Lightspeed CommerceTSX:LSPD Revenue & Expenses Breakdown as at Aug 2026 Ivanhoe Mines (TSX:IVN) Ivanhoe Mines is a Vancouver based miner focused on copper, zinc and platinum group metals across Africa, with the high grade Kamoa Kakula Copper Complex providing the clearest link to the Fast Growing Stocks With High Insider Ownership theme through its role in supporting future copper production growth. Reported revenue is currently tied mainly to Kipushi Properties at about US$575 million, with smaller segment adjustments, while other projects such as Platreef and Western Forelands are still in various development or exploration stages. The company has a market cap of roughly CA$17.3b, which reflects investor attention on how Kamoa Kakula's expansion and Kipushi's zinc output could shape the next phase of the business. Story Continues Ivanhoe Mines provides exposure to one of the world's highest grade copper complexes at Kamoa Kakula, where recent Q2 2026 updates indicate robust production, tight copper guidance and ongoing cost support from byproduct credits at Kipushi. Growth expectations are strong and management is leaning into that outlook; however, a rich valuation and reliance on external borrowings mean the stock is priced on flawless execution. If production ramps as planned and margins at Kamoa Kakula and Kipushi hold up, current weakness against the broader Canadian market could prove temporary. The key issue is whether Ivanhoe Mines can translate this asset base and insider alignment into the level of long term cash generation implied by the current premium. Ivanhoe Mines' growth story is tied to world class copper, but the real question is whether current pricing already assumes perfect execution. Get the full context in the 1 key reward and 1 important warning signTSX:IVN Earnings & Revenue Growth as at Aug 2026 Colliers International Group (TSX:CIGI) Colliers International Group is a global commercial real estate and engineering services company that earns most of its revenue from commercial real estate services at about $3.5b and engineering at about $1.9b, with a growing contribution from its $562 million investment management arm. The clearest tie to the Fast Growing Stocks With High Insider Ownership theme comes from Colliers' capital markets and investment management activities, where property sales, mortgage investment banking and long dated funds can scale as real estate transaction volumes and investor confidence improve, even though these are not the largest revenue lines today. The company's market cap is about CA$7.3b. Colliers International Group provides a mix of fee based capital markets and investment management businesses that are positioned to participate in improving real estate activity, together with more traditional brokerage and engineering income that help support scale. Recent Q2 2026 results showed solid top line growth and management has discussed potential share buybacks alongside continued acquisitions, which supports the growth narrative tied to high insider alignment. At the same time, thin profit margins, reliance on external funding and a rich P/E multiple mean the story depends heavily on earnings meeting existing expectations. If Colliers continues to build recurring fees from perpetual funds and outsourcing contracts while keeping integration risks in check, the reward to risk trade off may merit closer monitoring. Colliers International Group's accelerating fee based businesses could be masking a much bigger shift in its earnings power. Get the full story and potential pressure points in the analyst forecasts for Colli

With euro-area inflation readings staying elevated and markets still expecting further European Central Bank rate hikes, dependable balance sheets are back in the spotlight. Higher borrowing costs make fragile companies more exposed, while resilient businesses with low risk scores can help investors stay invested with greater confidence. This article highlights three stocks from our Low-Risk Leaders screener that aim to provide a steadier way to stay in the market. The three stocks covered below are just a small sample of the opportunities. Our full Low-Risk Leaders screen surfaces 8 more companies that share similarly compelling balance sheets and risk profiles. To identify and analyze those higher-conviction ideas for yourself, head straight to the Low-Risk Leaders screener. Aritzia (TSX:ATZ) Aritzia is a womenswear retailer that designs, develops, and sells apparel and accessories across its own boutiques and digital channels. This fits the Low-Risk Leaders theme through a direct connection between its brand driven model and recurring customer spend. The company generates all of its CA$4.0b or so in revenue from apparel, supported by a broad portfolio of in house brands such as Aritzia, TNA, Wilfred, and Babaton. Aritzia has a market cap of about CA$15.0b, putting it firmly in large cap territory for a North American specialty retailer. Investors looking for a steadier consumer stock may find Aritzia worth a closer look, because the story blends a stable womenswear business with ambitious U.S. expansion and a strengthening digital platform. The company's boutique network and online channels support recurring apparel revenue. Recent earnings and margin trends point to solid cash generation that helps underpin its Low-Risk Leaders profile. At the same time, heavy reliance on further U.S. store openings, higher marketing spend, and complex supply chains means execution errors or weaker demand could hit growth and profitability. The balance of dependable brand driven demand and these expansion risks is where the real opportunity, and the real homework for you, begins. Aritzia's expanding U.S. footprint and growing digital reach can look powerful on paper, yet the real story sits in how expectations are priced in. The analyst forecasts for Aritzia could reveal where that optimism quietly collides with risk.TSX:ATZ Earnings & Revenue Growth as at Aug 2026 OceanaGold (TSX:OGC) OceanaGold is a CA$9.3b gold and copper producer whose appeal for the Low-Risk Leaders theme comes from its producing mines that already generate cash, rather than early stage exploration alone. Revenue is spread across Haile in the U.S. at about $796 million, Macraes in New Zealand at $781 million, Didipio in the Philippines at $549 million, and Waihi at $338 million, which helps diversify production risk while keeping the focus on operating assets. Story Continues For a risk aware investor, OceanaGold can be interesting because the heavy lifting is done by operating mines like Haile and Didipio, which are already supporting strong margins and cash flow. Projects such as Katanning in Australia add potential for future growth without redefining the whole story. You still need to weigh real risks, including ore hardness issues at Haile, weather related disruptions at Didipio, and higher capital needs at Macraes, along with sector wide sensitivity to gold prices. The key consideration is whether the mix of producing assets, disciplined capital returns, and acquisition led pipeline growth leaves enough room for long term reward once you factor in those operational and funding pressures. OceanaGold's mix of cash producing mines and growth projects can look reassuring on the surface, yet the real story is how those operations handle stress. Walk through the analysis report for OceanaGold to see where the next surprise could come from.TSX:OGC Earnings & Revenue History as at Aug 2026 Franco-Nevada (TSX:FNV) Franco-Nevada is a Toronto based royalty and streaming company that collects a share of production from mines instead of owning and operating them, which fits the Low-Risk Leaders theme through lower capital needs and relatively steady cash flows. Around $2.0b of its revenue comes from precious metals, compared with about $223 million from energy and $64 million from other mining, so the business is firmly anchored in gold, silver, and platinum group metal royalties with some added diversification. The company has a market cap of about CA$71.4b, which places Franco-Nevada among the larger resource focused stocks in Canada. Franco-Nevada can appeal if you want exposure to precious metals without taking on full mine operator risk. The royalty model supports high profit margins and a strong balance sheet. Record first half 2026 revenue and cash flow show how higher production and past acquisitions can feed into earnings strength. The catch is that the company still depends heavily on a few key assets and on supportive gold prices, and the stock trades at a premium that leaves less room for disappointment. How that trade off between quality, concentration risk, and valuation stacks up is where the real decision for you begins. Franco-Nevada's royalty engine can look like pure quality, yet the real question is how much growth is already priced in. Walk through the analyst forecasts for Franco-Nevada to see what the market might be missing.TSX:FNV Earnings & Revenue History as at Aug 2026 Seeking Fresh Alternatives Before They Fly Markets move fast and the strongest breakout stories rarely stay under the radar for long. Scan these fresh ideas before momentum is fully caught and consider your options promptly. Spot companies quietly building momentum in digital assets and Web3 infrastructure through the curated 19 cryptocurrency and blockchain stocks before the crowd starts chasing the move. Target cash generative miners that could benefit if gold sentiment improves with the focused 34 elite gold producer stocks

[PBF Energy Refinery Close-up] MichaelRLopez/iStock via Getty Images The Trump administration is discussing plans to shield the U.S. Farm Belt from an expected expansion of waivers of biofuel laws, which is under consideration as a way to ‌cut gasoline prices for motorists, Reuters reported this week. Trump is considering a plan that would increase biofuel quotas for the 2027 calendar year by ~500M gallons to offset any damage caused by the soon-to-be-announced exemptions for smaller refineries, which are expected to roughly double from 990M renewable fuel credits to as many as 1.8B, the report [https://www.reuters.com/business/energy/farm-biofuel-groups-urge-trump-curb-expanded-refinery-exemptions-2026-08-27/] said. During Trump's first term, broad refinery exemptions drew fierce opposition from Midwest farmers and ethanol producers while benefiting and winning support ​from oil refiners, and the issue has returned at a time when the administration has sought to lower fuel costs ahead of the November midterm elections. The prospect of a large expansion of refinery waivers had traders anticipating weaker demand for biofuels, sending prices for renewable fuel credits sharply lower earlier this week [https://seekingalpha.com/news/4636426-us-rin-prices-plunge-after-epa-delays-biofuel-compliance-deadline---reuters]. A coalition of farm and biofuel groups urged Trump to reject any waiver expansion, warning that a surge in ​exemptions for small refineries would hurt rural America by undercutting demand for crops and renewable fuels. "The consequences would be severe and immediate," the groups said in a letter to Trump, warning that excess exemptions could cause biofuel markets to collapse ​and reduce demand for corn and soybean ​oil. Trump is expected to meet [https://www.reuters.com/business/energy/trump-meet-refiners-fuel-retailers-iran-war-pressures-gas-prices-ahead-midterms-2026-08-27/] with U.S. refiners and fuel retailers in the coming week to ​highlight efforts to lower gasoline prices. Potentially relevant stocks include Archer Daniels Midland (ADM [https://seekingalpha.com/symbol/ADM]), Bunge (BG [https://seekingalpha.com/symbol/BG]), Green Plains (GPRE [https://seekingalpha.com/symbol/GPRE]), Gevo (GEVO [https://seekingalpha.com/symbol/GEVO]), Clean Energy Fuels (CLNE [https://seekingalpha.com/symbol/CLNE]), REX American Resources (REX [https://seekingalpha.com/symbol/REX]), Darling Ingredients (DAR [https://seekingalpha.com/symbol/DAR]), FutureFuel (FF [https://seekingalpha.com/symbol/FF]), Valero Energy (VLO [https://seekingalpha.com/symbol/VLO]), Marathon Petroleum (MPC [https://seekingalpha.com/symbol/MPC]), Phillips 66 (PSX [https://seekingalpha.com/symbol/PSX]), HF Sinclair (DINO [https://seekingalpha.com/symbol/DINO]), PBF Energy (PBF [https://seekingalpha.com/symbol/PBF]), Delek US (DK [https://seekingalpha.com/symbol/DK]). ETFs: (CORN [https://seekingalpha.com/symbol/CORN]), (DBA [https://seekingalpha.com/symbol/DBA]), (MOO [https://seekingalpha.com/symbol/MOO]) MORE ON VALERO ENERGY, MARATHON PETROLEUM, AND PBF ENERGY * Valero: Downgrading To Hold, Unsustainable Crack Spreads Create A Challenging Setup [https://seekingalpha.com/article/4938206-valero-downgrading-to-hold-unsustainable-crack-spreads-create-challenging-setup] * Marathon Petroleum: Russian Refined Exports May Be Indefinitely Out Of The Market [https://seekingalpha.com/article/4935163-marathon-petroleum-russian-refined-exports-may-be-indefinitely-out-of-the-market] * PBF Energy: From Ukraine With Love [https://seekingalpha.com/article/4930328-pbf-energy-from-ukraine-with-love]

[PBF Energy Refinery Close-up] MichaelRLopez/iStock via Getty Images The Trump administration is discussing plans to shield the U.S. Farm Belt from an expected expansion of waivers of biofuel laws, which is under consideration as a way to ‌cut gasoline prices for motorists, Reuters reported this week. Trump is considering a plan that would increase biofuel quotas for the 2027 calendar year by ~500M gallons to offset any damage caused by the soon-to-be-announced exemptions for smaller refineries, which are expected to roughly double from 990M renewable fuel credits to as many as 1.8B, the report [https://www.reuters.com/business/energy/farm-biofuel-groups-urge-trump-curb-expanded-refinery-exemptions-2026-08-27/] said. During Trump's first term, broad refinery exemptions drew fierce opposition from Midwest farmers and ethanol producers while benefiting and winning support ​from oil refiners, and the issue has returned at a time when the administration has sought to lower fuel costs ahead of the November midterm elections. The prospect of a large expansion of refinery waivers had traders anticipating weaker demand for biofuels, sending prices for renewable fuel credits sharply lower earlier this week [https://seekingalpha.com/news/4636426-us-rin-prices-plunge-after-epa-delays-biofuel-compliance-deadline---reuters]. A coalition of farm and biofuel groups urged Trump to reject any waiver expansion, warning that a surge in ​exemptions for small refineries would hurt rural America by undercutting demand for crops and renewable fuels. "The consequences would be severe and immediate," the groups said in a letter to Trump, warning that excess exemptions could cause biofuel markets to collapse ​and reduce demand for corn and soybean ​oil. Trump is expected to meet [https://www.reuters.com/business/energy/trump-meet-refiners-fuel-retailers-iran-war-pressures-gas-prices-ahead-midterms-2026-08-27/] with U.S. refiners and fuel retailers in the coming week to ​highlight efforts to lower gasoline prices. Potentially relevant stocks include Archer Daniels Midland (ADM [https://seekingalpha.com/symbol/ADM]), Bunge (BG [https://seekingalpha.com/symbol/BG]), Green Plains (GPRE [https://seekingalpha.com/symbol/GPRE]), Gevo (GEVO [https://seekingalpha.com/symbol/GEVO]), Clean Energy Fuels (CLNE [https://seekingalpha.com/symbol/CLNE]), REX American Resources (REX [https://seekingalpha.com/symbol/REX]), Darling Ingredients (DAR [https://seekingalpha.com/symbol/DAR]), FutureFuel (FF [https://seekingalpha.com/symbol/FF]), Valero Energy (VLO [https://seekingalpha.com/symbol/VLO]), Marathon Petroleum (MPC [https://seekingalpha.com/symbol/MPC]), Phillips 66 (PSX [https://seekingalpha.com/symbol/PSX]), HF Sinclair (DINO [https://seekingalpha.com/symbol/DINO]), PBF Energy (PBF [https://seekingalpha.com/symbol/PBF]), Delek US (DK [https://seekingalpha.com/symbol/DK]). ETFs: (CORN [https://seekingalpha.com/symbol/CORN]), (DBA [https://seekingalpha.com/symbol/DBA]), (MOO [https://seekingalpha.com/symbol/MOO]) MORE ON VALERO ENERGY, MARATHON PETROLEUM, AND PBF ENERGY * Valero: Downgrading To Hold, Unsustainable Crack Spreads Create A Challenging Setup [https://seekingalpha.com/article/4938206-valero-downgrading-to-hold-unsustainable-crack-spreads-create-challenging-setup] * Marathon Petroleum: Russian Refined Exports May Be Indefinitely Out Of The Market [https://seekingalpha.com/article/4935163-marathon-petroleum-russian-refined-exports-may-be-indefinitely-out-of-the-market] * PBF Energy: From Ukraine With Love [https://seekingalpha.com/article/4930328-pbf-energy-from-ukraine-with-love]

Global debt markets are back in focus as the US 10 year yield hovers around the mid 4% range ahead of Jackson Hole. Higher yields can punish weaker balance sheets, yet they often highlight companies that still commit their own capital. This is where fast growing stocks with high insider ownership come in. This article explores three such stocks that align with this theme today. The stocks highlighted below are just a sample, with the full screen surfacing 102 more companies where insiders have meaningful ownership and the growth stories are equally compelling. To identify and analyze the highest conviction ideas that match your risk profile, head straight into the Fast Growing Stocks With High Insider Ownership screener. PDI Gold (ASX:PDI) Overview: PDI Gold is a West African gold explorer and developer focused on turning its 398 km² Kiniéro Gold Project in Guinea into a long life producing asset, with additional exposure to the Bankan project in Guinea and the Nampala mine in Mali. The company's inclusion in the Fast Growing Stocks With High Insider Ownership theme is driven by management's growth focused development plans at Kiniéro, where insider optimism is closely linked to future reserve and production potential rather than a diversified income base. Market Cap: A$4.35 billion Investors considering PDI Gold are weighing a high conviction growth story anchored on the large scale Kiniéro project against meaningful funding and execution risk. Analysts have set out ambitious revenue and earnings forecasts tied to the goal of turning today's exploration and early production efforts into a sizeable West African gold platform. Recent updates on throughput, gold pours and Bankan progress have contributed to optimism around future output. At the same time, the company is still loss making, has a short cash runway and relies heavily on external capital, which raises dilution and balance sheet concerns if project milestones are not met as planned. For investors who are comfortable with higher risk, that combination of insider aligned growth ambitions and real financial pressure may make PDI Gold a candidate for closer consideration. PDI Gold's growth plans at Kiniéro are ambitious, yet the real story is how that upside sits against a short cash runway and funding pressure. Get the full context in the 2 key rewards and 3 important warning signs (2 are major!)ASX:PDI Earnings & Revenue Growth as at Aug 2026 Mesoblast (ASX:MSB) Overview: Mesoblast is a Melbourne based biotech that develops regenerative medicine therapies using mesenchymal lineage cells, with a late stage pipeline led by remestemcel L for severe inflammatory diseases, chronic heart failure and chronic low back pain. Its place in the Fast Growing Stocks With High Insider Ownership screener is driven by these advanced programs, where management and analysts see significant growth potential if Phase III trials and regulatory plans translate into broader approvals and higher usage. Story Continues Market Cap: A$3.19 billion Mesoblast gives you a pure play on late stage cell therapies, with Ryoncil already FDA approved for pediatric steroid refractory acute GvHD and a pipeline that management and analysts link to strong future growth if key programs land. The Ryoncil rollout, expanding into more treatment centers with broad US insurance coverage, shows how commercial traction could build if adult and Duchenne indications follow. At the same time, the company is still absorbing heavy development and commercialization costs and relies on external funding, so setbacks in pivotal trials or reimbursement would matter. For investors who can tolerate biotech risk, the mix of a growing commercial footprint, optimistic long term forecasts and meaningful execution hurdles may make Mesoblast a stock worth a closer look. Mesoblast's late stage cell therapy story is accelerating, yet most investors still treat it as a simple binary bet. Get the full analyst forecasts for Mesoblast and see what the current forecasts might be missing.ASX:MSB Earnings & Revenue Growth as at Aug 2026 Lindian Resources (ASX:LIN) Overview: Lindian Resources is a Perth based explorer focused on the Kangankunde Rare Earths project in Malawi, a flagship asset aimed at supplying rare earths used in magnets for EVs and wind turbines, while also holding earlier stage gold and bauxite interests across Africa and Australia. Its direct link to the Fast Growing Stocks With High Insider Ownership screener comes from this growth oriented rare earths exposure, where optimistic expectations are anchored on bringing Kangankunde into production rather than on its smaller, diversified exploration portfolio. Market Cap: A$1.42 billion Lindian Resources is drawing attention because Kangankunde offers a pure play entry into rare earths at a time when demand for EV and wind turbine magnets is in focus, with forecasts that first production in Q4 2026 will be an important milestone. The potential upside relates to more than the deposit itself, with ownership of the SARECO processing facility in Kazakhstan and a Singapore sales hub hinting at a full value chain from mine to processed product. Set against that are real risks, including current losses, heavy reliance on external funding and shareholder dilution, as well as a young management team and board. Investors seeking exposure to rare earths and who can tolerate single asset and governance risk may find Lindian Resources worth a closer look. Lindian Resources is racing to build a rare earths value chain from Malawi to Kazakhstan, yet the real story is how expectations line up with execution. Check the analyst forecasts for Lindian Resources to see what the current forecasts might be hinting at but not fully revealing.ASX:LIN Earnings & Revenue Growth as at Aug 2026 Seeking Fresh Alternatives Before They Fly Some stocks are already showing breakout momentum, while others are still under the radar. Consider exploring oppo

Global debt markets are back in focus as the US 10 year yield hovers around the mid 4% range ahead of Jackson Hole. Higher yields can punish weaker balance sheets, yet they often highlight companies that still commit their own capital. This is where fast growing stocks with high insider ownership come in. This article explores three such stocks that align with this theme today. The stocks highlighted below are just a sample, with the full screen surfacing 102 more companies where insiders have meaningful ownership and the growth stories are equally compelling. To identify and analyze the highest conviction ideas that match your risk profile, head straight into the Fast Growing Stocks With High Insider Ownership screener. PDI Gold (ASX:PDI) Overview: PDI Gold is a West African gold explorer and developer focused on turning its 398 km² Kiniéro Gold Project in Guinea into a long life producing asset, with additional exposure to the Bankan project in Guinea and the Nampala mine in Mali. The company's inclusion in the Fast Growing Stocks With High Insider Ownership theme is driven by management's growth focused development plans at Kiniéro, where insider optimism is closely linked to future reserve and production potential rather than a diversified income base. Market Cap: A$4.35 billion Investors considering PDI Gold are weighing a high conviction growth story anchored on the large scale Kiniéro project against meaningful funding and execution risk. Analysts have set out ambitious revenue and earnings forecasts tied to the goal of turning today's exploration and early production efforts into a sizeable West African gold platform. Recent updates on throughput, gold pours and Bankan progress have contributed to optimism around future output. At the same time, the company is still loss making, has a short cash runway and relies heavily on external capital, which raises dilution and balance sheet concerns if project milestones are not met as planned. For investors who are comfortable with higher risk, that combination of insider aligned growth ambitions and real financial pressure may make PDI Gold a candidate for closer consideration. PDI Gold's growth plans at Kiniéro are ambitious, yet the real story is how that upside sits against a short cash runway and funding pressure. Get the full context in the 2 key rewards and 3 important warning signs (2 are major!)ASX:PDI Earnings & Revenue Growth as at Aug 2026 Mesoblast (ASX:MSB) Overview: Mesoblast is a Melbourne based biotech that develops regenerative medicine therapies using mesenchymal lineage cells, with a late stage pipeline led by remestemcel L for severe inflammatory diseases, chronic heart failure and chronic low back pain. Its place in the Fast Growing Stocks With High Insider Ownership screener is driven by these advanced programs, where management and analysts see significant growth potential if Phase III trials and regulatory plans translate into broader approvals and higher usage. Story Continues Market Cap: A$3.19 billion Mesoblast gives you a pure play on late stage cell therapies, with Ryoncil already FDA approved for pediatric steroid refractory acute GvHD and a pipeline that management and analysts link to strong future growth if key programs land. The Ryoncil rollout, expanding into more treatment centers with broad US insurance coverage, shows how commercial traction could build if adult and Duchenne indications follow. At the same time, the company is still absorbing heavy development and commercialization costs and relies on external funding, so setbacks in pivotal trials or reimbursement would matter. For investors who can tolerate biotech risk, the mix of a growing commercial footprint, optimistic long term forecasts and meaningful execution hurdles may make Mesoblast a stock worth a closer look. Mesoblast's late stage cell therapy story is accelerating, yet most investors still treat it as a simple binary bet. Get the full analyst forecasts for Mesoblast and see what the current forecasts might be missing.ASX:MSB Earnings & Revenue Growth as at Aug 2026 Lindian Resources (ASX:LIN) Overview: Lindian Resources is a Perth based explorer focused on the Kangankunde Rare Earths project in Malawi, a flagship asset aimed at supplying rare earths used in magnets for EVs and wind turbines, while also holding earlier stage gold and bauxite interests across Africa and Australia. Its direct link to the Fast Growing Stocks With High Insider Ownership screener comes from this growth oriented rare earths exposure, where optimistic expectations are anchored on bringing Kangankunde into production rather than on its smaller, diversified exploration portfolio. Market Cap: A$1.42 billion Lindian Resources is drawing attention because Kangankunde offers a pure play entry into rare earths at a time when demand for EV and wind turbine magnets is in focus, with forecasts that first production in Q4 2026 will be an important milestone. The potential upside relates to more than the deposit itself, with ownership of the SARECO processing facility in Kazakhstan and a Singapore sales hub hinting at a full value chain from mine to processed product. Set against that are real risks, including current losses, heavy reliance on external funding and shareholder dilution, as well as a young management team and board. Investors seeking exposure to rare earths and who can tolerate single asset and governance risk may find Lindian Resources worth a closer look. Lindian Resources is racing to build a rare earths value chain from Malawi to Kazakhstan, yet the real story is how expectations line up with execution. Check the analyst forecasts for Lindian Resources to see what the current forecasts might be hinting at but not fully revealing.ASX:LIN Earnings & Revenue Growth as at Aug 2026 Seeking Fresh Alternatives Before They Fly Some stocks are already showing breakout momentum, while others are still under the radar. Consider exploring oppo

Perseus Mining Limited recently reported full-year results to 30 June 2026, with sales of US$1.48 billion and net income of US$428.24 million, alongside announcing a A$0.09 per share ordinary dividend for the half-year and a new A$350 million share buyback program of up to 66,000,000 shares. These results came with a sharp uplift in declared capital returns and a sizeable 40% increase in group ore reserves to 7.0 Moz, reshaping how the company balances reinvestment in growth projects with direct cash returns to shareholders. Next, we'll examine how the stronger dividend and expanded buyback program may influence Perseus Mining's existing investment narrative and outlook. Outshine the giants: these 18 early-stage AI stocks could fund your retirement. Perseus Mining Investment Narrative Recap To own Perseus Mining today, you need to be comfortable with a gold producer whose fortunes are closely tied to gold prices and cost control, while relying on West African and Tanzanian operations and long term projects like Nyanzaga and CMA Underground. The latest result and capital return upgrades do not change the most important near term catalyst, which is timely delivery of Nyanzaga, nor the key risk of a sharp gold price pullback. The newly expanded A$350 million buyback, on top of the A$0.09 per share dividend, matters because it directly links Perseus's stronger cash generation to shareholder returns, at the same time as ore reserves have risen 40% to 7.0 Moz. For investors watching project execution and political risk, this buyback sits alongside Nyanzaga's progress as a key factor in how much of that cash ultimately flows back to them. Yet against these positives, investors should still be aware of the risk that a sudden step down in gold prices could... Read the full narrative on Perseus Mining (it's free!) Perseus Mining's narrative projects $2.6 billion revenue and $703.6 million earnings by 2029. This requires 27.4% yearly revenue growth and an earnings increase of about $347.5 million from $356.1 million today. Uncover how Perseus Mining's forecasts yield a A$5.99 fair value, a 11% downside to its current price. Exploring Other PerspectivesASX:PRU 1-Year Stock Price Chart Some of the lowest analysts were already cautious, assuming revenue of about US$2.6 billion and earnings near US$509 million by 2029, and they treat political and environmental cost risks far more harshly than consensus. The latest dividend and buyback news could challenge those views, but it is a reminder that your own outlook might differ widely from theirs, and it is worth exploring how your expectations compare with both the upbeat and the more pessimistic cases. Story Continues Explore 7 other fair value estimates on Perseus Mining - why the stock might be worth 33% less than the current price! Form Your Own Verdict Disagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts. A great starting point for your Perseus Mining research is our analysis highlighting 3 key rewards that could impact your investment decision. Our free Perseus Mining research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Perseus Mining's overall financial health at a glance. Curious About Other Options? Every day counts. These free picks are already gaining attention. See them before the crowd does: Uncover the next big thing with 54 elite penny stocks that balance risk and reward. This technology could replace computers: discover 24 stocks that are working to make quantum computing a reality. Find 13 companies with promising cash flow potential yet trading below their fair value. 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 PRU.AX. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com View Comments

* Harmony Gold Mining press release (HMY [https://seekingalpha.com/symbol/HMY]): FY Non-GAAP EPS of R42.99. * Group revenue up 34% to R99,238 million (US$5,876 million) from R73,896 million (US$4,071 million) * GOLD • Achieved production guidance for the 11th consecutive year, and cost and grade guidance met for the financial year • Group gold production of 44 464kg (1 429 551oz), down 3%, in line with guidance • Achieved underground recovered grade of 5.83g/t, above guidance • All-in sustaining cost (AISC) increased by 13% to R1 191 698/kg (US$2 195/oz), in line with guidance • Average gold price received up 35% to R2 069 710/kg (US$3 811/oz) * COPPER • Achieved production of 18 207 tonnes from CSA mine, towards the upper end of guidance • Recovered grade of 3.75%, well above guidance • C1 cash cost of US$2.47/lb, well below guidance. [https://static.seekingalpha.com/uploads/2026/8/27/saupload_Screenshot_2026-08-27_135624.png] MORE ON HARMONY GOLD MINING * Harmony Gold Mining: A Copper Pioneer By Capitalizing On The Gold Tailwind (Reaffirming Buy) [https://seekingalpha.com/article/4939502-harmony-gold-mining-stock-copper-pioneer-by-capitalizing-gold-tailwind-buy] * Harmony Gold: Diversifying Intelligently, And Effectively [https://seekingalpha.com/article/4930944-harmony-gold-diversifying-intelligently-and-effectively] * Harmony Gold Mining FY 2026 Earnings Preview [https://seekingalpha.com/news/4637033-harmony-gold-mining-fy-2026-earnings-preview] * Harmony Gold sees higher full-year earnings as rising metal prices boost revenue [https://seekingalpha.com/news/4635885-harmony-gold-sees-higher-full-year-earnings-as-rising-metal-prices-boost-revenue] * Seeking Alpha’s Quant Rating on Harmony Gold Mining [https://seekingalpha.com/symbol/HMY/ratings/quant-ratings]

Perseus Mining (ASX:PRU) released updated mineral resource and ore reserve estimates, showing substantial growth in both categories compared with last year. The new figures point to a larger inventory of mineralised material that can potentially support future mine planning and production schedules. The update is a material development for Perseus Mining, with implications for asset life, capital allocation, and how investors may assess the stock. This kind of resource and reserve shift can reshape how the whole gold sector is viewed, so it is worth comparing Perseus Mining with a wider group of gold stocks via 32 elite gold producer stocks.ASX:PRU Earnings & Revenue Growth as at Aug 2026 Perseus Mining is an A$8.9b gold producer that explores, develops, and operates projects across Ghana, Côte d'Ivoire, Tanzania, and Sudan. Changes to its resource and reserve base therefore relate to assets spread across multiple African jurisdictions rather than a single mine. 3 things going right for Perseus Mining that this headline doesn't cover. Perseus Mining's larger reserve base reinforces a cash-return narrative The Perseus Mining Narrative is that strong projects and balance sheet support both growth projects and consistent cash returns. A bigger resource and reserve base feeds directly into that story because it influences how sustainable those cash flows might be. "Strong operating cash flow generation and a rapidly strengthening balance sheet, with no undrawn debt and a net cash position, gives Perseus ample optionality for both growth investments and increasing shareholder returns... Read the full Perseus Mining narrative to see the case behind these numbers The 37% uplift in Measured and Indicated resources and 40% uplift in Proved and Probable reserves speak directly to a key risk analysts flagged, which was long term reserve replacement. For a producer that already reports US$1,483.91 million of sales and US$428.24 million of net income, this update helps connect today's earnings power with longer term mine life. Set alongside the A$350 million buyback and a A$0.09 dividend, Perseus Mining is leaning into the Narrative of using a strong balance sheet for both growth and capital returns. The tension for investors is execution risk across multiple African jurisdictions, especially as projects like Nyanzaga and CMA Underground progress and as peers such as Northern Star or Evolution focus on more concentrated portfolios. A clear Narrative helps you decide whether news like resource upgrades and buybacks at Perseus Mining strengthens the investment case or simply keeps it ticking over, and that lens is what turns headlines into actual portfolio decisions. To ensure you're always in the loop on how the latest news impacts the investment narrative for Perseus Mining, head to the community page for Perseus Mining to never miss an update on the top community narratives. Story Continues 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 PRU.AX. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com View Comments

Silver price (XAG/USD) rises after posting losses in the previous day, trading around $69.10 per troy ounce during the Asian hours on Thursday. Investors are closely tuning into Federal Reserve (Fed) Chair Kevin Warsh’s upcoming speech at the annual Jackson Hole symposium on Friday.

Silver price (XAG/USD) rises after posting losses in the previous day, trading around $69.10 per troy ounce during the Asian hours on Thursday. Investors are closely tuning into Federal Reserve (Fed) Chair Kevin Warsh’s upcoming speech at the annual Jackson Hole symposium on Friday.

With central banks in several regions still pricing in tighter policy as they watch inflation and growth data, plenty of investors are looking down the market cap spectrum for ideas that do not rely on cheap money to work. That is where the Financially Fit Penny Stocks screener comes in. It filters for lower priced stocks with healthier balance sheets. This article highlights three of the most interesting options from that list. The three stocks below are just a starting sample from this Financially Fit Penny Stocks idea. The full screen surfaced 401 more companies with similarly financially focused stories that are not covered here. To identify and analyze your own high conviction setups, head straight into the Financially Fit Penny Stocks screener Alkane Resources (ASX:ALK) Overview: Alkane Resources is a gold producer and explorer focused on the Tomingley Gold Project in New South Wales, backed up by additional gold, copper, nickel, zinc and silver exploration and investments in junior mining companies. For a sub A$5 stock, that Tomingley production base is the practical anchor that helps support Alkane Resources' position as a financially fit penny stock rather than a purely speculative explorer. Operations: Alkane Resources generates around A$417 million of revenue from Tomingley, with additional contributions of about A$270 million from Costerfield and A$249 million from Bjorkdal, all reported within Australia. Market Cap: A$2.71 billion Alkane Resources provides something many penny stocks lack: a producing gold platform at Tomingley that supports cash generation, now combined with the higher grade Costerfield and long-life Bjorkdal mines after the Mandalay merger. Recent results include very high grade gold antimony hits at Costerfield and record FY26 profit of A$228.7 million, alongside a maiden dividend and a A$50 million buyback, which together indicate a business confident enough in its balance sheet to return capital. The catch is a more complex, higher cost three mine portfolio and reliance on external funding sources, plus a very large long term Boda Kaiser build ahead. For investors who want a financially fit, sub A$5 gold producer with real projects to research further, Alkane Resources may warrant a closer look. Alkane Resources now combines a producing gold base with fresh high grade Costerfield hits and capital returns. To see how that mix of production, growth projects and funding needs fits together, review the analysis report for Alkane Resources Story Continues ASX:ALK Earnings & Revenue History as at Aug 2026 Sigma Healthcare (ASX:SIG) Overview: Sigma Healthcare is a long established Australian pharmacy group that runs a national wholesale and distribution network supplying medicines and health products to community pharmacies, including logistics services for major pharmacy retailers, alongside franchised retail brands such as Chemist Warehouse, Amcal and Discount Drug Stores and online channels. That wholesale and logistics engine is the clearest link to the Financially Fit Penny Stocks theme because it provides a consistent, cash focused backbone that supports its franchise network and broader healthcare services. Operations: Sigma Healthcare generates about A$9.5b of revenue from its Healthcare segment, with roughly A$9.2b earned in Australia and around A$390 million from international markets. Market Cap: A$32.7b Investors looking at Sigma Healthcare are really looking at the strength and durability of its wholesale and logistics arm, which feeds a large volume of medicines into pharmacies across Australia and underpins the wider franchise system. Earnings have grown in recent years, while profit margins have moved from 11.5% to 6.3%, which raises questions about cost pressure and pricing power. Combined with a rich P/E, reliance on external funding and a relatively inexperienced board, this presents a mix of solid cash generation alongside governance and valuation risk. The recent decision to walk away from a large Boots UK deal also provides insight into how management is approaching capital discipline, although the full picture is more nuanced than that headline suggests. Sigma Healthcare's cash heavy wholesale engine and pharmacy footprint point to a story that many investors may not be pricing in. To see how growth expectations compare with that rich P/E and board experience, review the analyst forecasts for Sigma HealthcareASX:SIG P/E Ratio as at Aug 2026 Mesoblast (ASX:MSB) Overview: Mesoblast is a Melbourne based biotech that develops regenerative medicine treatments using mesenchymal lineage cells, with its lead therapy remestemcel L in late stage trials for severe inflammatory and cardiovascular conditions such as steroid refractory acute graft versus host disease, inflammatory bowel disease, chronic heart failure and chronic low back pain. That focus on late stage cell therapies with significant medical and financial risk is the clearest link to the Financially Fit Penny Stocks theme, giving investors exposure to potential upside in a smaller company that already has a defined product platform and partnerships rather than a broad early stage research pipeline. Operations: Mesoblast currently generates about US$65 million from the development and commercialization of its cell technology platform. Market Cap: A$3.1b Mesoblast provides direct exposure to late stage cell therapies through remestemcel L and related products, with the company already reporting Ryoncil sales, holding over 1,100 patents and progressing multiple Phase III programs in areas such as chronic low back pain and heart failure. At the same time, Mesoblast remains loss making and relies on external funding, so trial setbacks, regulatory delays or slower than expected uptake could affect the balance sheet and require additional capital raising. Recent milestones such as completing patient treatment in the pivotal back pain trial and drawing a new debt facility i

With central banks in several regions still pricing in tighter policy as they watch inflation and growth data, plenty of investors are looking down the market cap spectrum for ideas that do not rely on cheap money to work. That is where the Financially Fit Penny Stocks screener comes in. It filters for lower priced stocks with healthier balance sheets. This article highlights three of the most interesting options from that list. The three stocks below are just a starting sample from this Financially Fit Penny Stocks idea. The full screen surfaced 401 more companies with similarly financially focused stories that are not covered here. To identify and analyze your own high conviction setups, head straight into the Financially Fit Penny Stocks screener Alkane Resources (ASX:ALK) Overview: Alkane Resources is a gold producer and explorer focused on the Tomingley Gold Project in New South Wales, backed up by additional gold, copper, nickel, zinc and silver exploration and investments in junior mining companies. For a sub A$5 stock, that Tomingley production base is the practical anchor that helps support Alkane Resources' position as a financially fit penny stock rather than a purely speculative explorer. Operations: Alkane Resources generates around A$417 million of revenue from Tomingley, with additional contributions of about A$270 million from Costerfield and A$249 million from Bjorkdal, all reported within Australia. Market Cap: A$2.71 billion Alkane Resources provides something many penny stocks lack: a producing gold platform at Tomingley that supports cash generation, now combined with the higher grade Costerfield and long-life Bjorkdal mines after the Mandalay merger. Recent results include very high grade gold antimony hits at Costerfield and record FY26 profit of A$228.7 million, alongside a maiden dividend and a A$50 million buyback, which together indicate a business confident enough in its balance sheet to return capital. The catch is a more complex, higher cost three mine portfolio and reliance on external funding sources, plus a very large long term Boda Kaiser build ahead. For investors who want a financially fit, sub A$5 gold producer with real projects to research further, Alkane Resources may warrant a closer look. Alkane Resources now combines a producing gold base with fresh high grade Costerfield hits and capital returns. To see how that mix of production, growth projects and funding needs fits together, review the analysis report for Alkane Resources Story Continues ASX:ALK Earnings & Revenue History as at Aug 2026 Sigma Healthcare (ASX:SIG) Overview: Sigma Healthcare is a long established Australian pharmacy group that runs a national wholesale and distribution network supplying medicines and health products to community pharmacies, including logistics services for major pharmacy retailers, alongside franchised retail brands such as Chemist Warehouse, Amcal and Discount Drug Stores and online channels. That wholesale and logistics engine is the clearest link to the Financially Fit Penny Stocks theme because it provides a consistent, cash focused backbone that supports its franchise network and broader healthcare services. Operations: Sigma Healthcare generates about A$9.5b of revenue from its Healthcare segment, with roughly A$9.2b earned in Australia and around A$390 million from international markets. Market Cap: A$32.7b Investors looking at Sigma Healthcare are really looking at the strength and durability of its wholesale and logistics arm, which feeds a large volume of medicines into pharmacies across Australia and underpins the wider franchise system. Earnings have grown in recent years, while profit margins have moved from 11.5% to 6.3%, which raises questions about cost pressure and pricing power. Combined with a rich P/E, reliance on external funding and a relatively inexperienced board, this presents a mix of solid cash generation alongside governance and valuation risk. The recent decision to walk away from a large Boots UK deal also provides insight into how management is approaching capital discipline, although the full picture is more nuanced than that headline suggests. Sigma Healthcare's cash heavy wholesale engine and pharmacy footprint point to a story that many investors may not be pricing in. To see how growth expectations compare with that rich P/E and board experience, review the analyst forecasts for Sigma HealthcareASX:SIG P/E Ratio as at Aug 2026 Mesoblast (ASX:MSB) Overview: Mesoblast is a Melbourne based biotech that develops regenerative medicine treatments using mesenchymal lineage cells, with its lead therapy remestemcel L in late stage trials for severe inflammatory and cardiovascular conditions such as steroid refractory acute graft versus host disease, inflammatory bowel disease, chronic heart failure and chronic low back pain. That focus on late stage cell therapies with significant medical and financial risk is the clearest link to the Financially Fit Penny Stocks theme, giving investors exposure to potential upside in a smaller company that already has a defined product platform and partnerships rather than a broad early stage research pipeline. Operations: Mesoblast currently generates about US$65 million from the development and commercialization of its cell technology platform. Market Cap: A$3.1b Mesoblast provides direct exposure to late stage cell therapies through remestemcel L and related products, with the company already reporting Ryoncil sales, holding over 1,100 patents and progressing multiple Phase III programs in areas such as chronic low back pain and heart failure. At the same time, Mesoblast remains loss making and relies on external funding, so trial setbacks, regulatory delays or slower than expected uptake could affect the balance sheet and require additional capital raising. Recent milestones such as completing patient treatment in the pivotal back pain trial and drawing a new debt facility i

This article first appeared on GuruFocus. Revenue: AUD304 million, up 71% year-over-year. Average Realized Price: AUD70 per pound of U3O8. Gross Profit: AUD52 million. Operating Cash Flow: Positive AUD37.7 million. Net Loss After Tax: Improved to AUD9.1 million. Cash and Investments: AUD265 million at end of FY26. Revolving Credit Facility: Undrawn AUD70 million (US). Production (Langer Heinrich Mine): 4.82 million pounds of U3O8, at the top end of revised guidance. Sales Volume: 4.35 million pounds of U3O8. Safety Performance: Group TRIFR of 3.2 for FY26. Warning! GuruFocus has detected 3 Warning Signs with PALAF. Is PALAF fairly valued? Test your thesis with our free DCF calculator. Release Date: August 26, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points Successfully completed the ramp-up of Langer Heinrich mine, achieving annual production of 4.82 million pounds of U3O8, at the top end of the increased guidance range. Substantial improvement in financial performance with revenue up 71% to AUD304 million, gross profit of AUD52 million, and positive operating cash flow of AUD37.7 million. Strong balance sheet with AUD265 million in cash and investments, plus an undrawn AUD70 million revolving credit facility, providing flexibility for growth investments. Advanced the Patterson Lake South (PLS) project with environmental impact approval, licensing progress, and the Atlas discovery, highlighting growth potential. Positive outlook on uranium market fundamentals, with utilities shifting to a 'just-in-case' approach, driving long-term demand and potential for higher prices. Strong safety performance with a low group TRIFR of 3.2, reflecting commitment to operational excellence. Negative Points Net loss after tax of AUD9.1 million, though improved, indicates ongoing profitability challenges. Small downgrade in Langer Heinrich in-situ reserves due to ore depletion, write-down of energy tree stockpile, and sterilization from TSF6 placement. PLS project still requires significant pre-construction spending, with funding options not yet finalized and a long lead time for project financing. Uncertainty around the timing and terms of the 400,000 pound uranium loan, with partial repayment expected but no fixed schedule. Operational risks remain, including the need for TSF1 relocation to access F pits, which is complex and requires careful management. Uranium market activity is seasonally quiet, and the gap between term and spot prices may need to narrow, creating potential volatility. Story Continues Q & A Highlights Q: What should investors expect from the upcoming Investor Day, and what is the preferred funding pathway for the Patterson Lake South (PLS) project?A: CEO Paul Hemburrow stated the focus will be on PLS, providing insight into key milestones achieved and upcoming growth opportunities from exploration. CFO Anna Sudlow added that while the project is economically strong, the company is focused on retaining flexibility. The initial priority is ensuring project financing remains an option, as it is the longest lead transaction, and they are seeking indications from debt financiers on ticket size and offtake book structure. Q: Can you provide an update on the uranium market, specifically regarding term prices, spot prices, and utility buying behavior?A: The Commercial Officer noted that despite the quiet Northern Hemisphere summer, there have been numerous inquiries and RFPs for term supply. The delta between term and spot prices is expected to narrow, with term prices not coming down. Utilities are adopting a "just-in-case" rather than "just-in-time" approach, seeking supply well into the late 2030s due to supply-demand deficits and geopolitical developments involving the US, China, India, and Russia. Q: What caused the small downgrade in the Langer Heinrich in-situ reserve, and is it related to the TSF6 placement?A: CEO Paul Hemburrow clarified that the depletion is a combination of three factors: ore depletion from mining, a write-down of the energy tree stockpile, and a very small amount from TSF6. The TSF6 component, caused by the western wall that sterilizes a small amount on the northern and southern sides, is very small in comparison. Q: What progress has been made with the Metis Nation and other First Nations groups regarding native title at PLS?A: CEO Paul Hemburrow reported that engagement with the remaining First Nations groups is constructive and positive. Conversations are progressing as expected, and he hopes to conclude negotiations in the not-too-distant future, benefiting both Paladin and the MADI and Bursonaros groups. Q: What is the pre-FID spend committed for FY27 and FY28 for PLS, and how much of the AUD170 million from the September cap raise remains?A: CFO Anna Sudlow noted that development spend was around AUD19 million to the end of the financial year. She did not specifically call out CY27 and CY28 profiles but referred to the reconciliation provided in the MD&A released that day. She confirmed the pre-construction cost sits outside the AUD1.2 billion CapEx figure. Q: How frequently does the company rerun economic testing on Langer Heinrich elements, such as the TSF1 relocation and low-grade stockpile treatment?A: CFO Anna Sudlow explained that it is a continual process involving a range of assumptions around pricing mechanisms. The company conducts a formal annual process with the board to approve forward-looking financial assumptions and performs periodic evaluations of the life-of-mine plan that drives those economics. Q: What is the plan for the 400,000-pound loan, with 200,000 pounds due this quarter? Will it be renewed, replaced, or repaid?A: The Commercial Officer stated that the facility will essentially be extended, with another maturing in the March quarter. The intention is to repay part of the loans, but timing depends on shipping schedules and delivery obligations

This article first appeared on GuruFocus. Revenue: AUD304 million, up 71% year-over-year. Average Realized Price: AUD70 per pound of U3O8. Gross Profit: AUD52 million. Operating Cash Flow: Positive AUD37.7 million. Net Loss After Tax: Improved to AUD9.1 million. Cash and Investments: AUD265 million at end of FY26. Revolving Credit Facility: Undrawn AUD70 million (US). Production (Langer Heinrich Mine): 4.82 million pounds of U3O8, at the top end of revised guidance. Sales Volume: 4.35 million pounds of U3O8. Safety Performance: Group TRIFR of 3.2 for FY26. Warning! GuruFocus has detected 3 Warning Signs with PALAF. Is PALAF fairly valued? Test your thesis with our free DCF calculator. Release Date: August 26, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points Successfully completed the ramp-up of Langer Heinrich mine, achieving annual production of 4.82 million pounds of U3O8, at the top end of the increased guidance range. Substantial improvement in financial performance with revenue up 71% to AUD304 million, gross profit of AUD52 million, and positive operating cash flow of AUD37.7 million. Strong balance sheet with AUD265 million in cash and investments, plus an undrawn AUD70 million revolving credit facility, providing flexibility for growth investments. Advanced the Patterson Lake South (PLS) project with environmental impact approval, licensing progress, and the Atlas discovery, highlighting growth potential. Positive outlook on uranium market fundamentals, with utilities shifting to a 'just-in-case' approach, driving long-term demand and potential for higher prices. Strong safety performance with a low group TRIFR of 3.2, reflecting commitment to operational excellence. Negative Points Net loss after tax of AUD9.1 million, though improved, indicates ongoing profitability challenges. Small downgrade in Langer Heinrich in-situ reserves due to ore depletion, write-down of energy tree stockpile, and sterilization from TSF6 placement. PLS project still requires significant pre-construction spending, with funding options not yet finalized and a long lead time for project financing. Uncertainty around the timing and terms of the 400,000 pound uranium loan, with partial repayment expected but no fixed schedule. Operational risks remain, including the need for TSF1 relocation to access F pits, which is complex and requires careful management. Uranium market activity is seasonally quiet, and the gap between term and spot prices may need to narrow, creating potential volatility. Story Continues Q & A Highlights Q: What should investors expect from the upcoming Investor Day, and what is the preferred funding pathway for the Patterson Lake South (PLS) project?A: CEO Paul Hemburrow stated the focus will be on PLS, providing insight into key milestones achieved and upcoming growth opportunities from exploration. CFO Anna Sudlow added that while the project is economically strong, the company is focused on retaining flexibility. The initial priority is ensuring project financing remains an option, as it is the longest lead transaction, and they are seeking indications from debt financiers on ticket size and offtake book structure. Q: Can you provide an update on the uranium market, specifically regarding term prices, spot prices, and utility buying behavior?A: The Commercial Officer noted that despite the quiet Northern Hemisphere summer, there have been numerous inquiries and RFPs for term supply. The delta between term and spot prices is expected to narrow, with term prices not coming down. Utilities are adopting a "just-in-case" rather than "just-in-time" approach, seeking supply well into the late 2030s due to supply-demand deficits and geopolitical developments involving the US, China, India, and Russia. Q: What caused the small downgrade in the Langer Heinrich in-situ reserve, and is it related to the TSF6 placement?A: CEO Paul Hemburrow clarified that the depletion is a combination of three factors: ore depletion from mining, a write-down of the energy tree stockpile, and a very small amount from TSF6. The TSF6 component, caused by the western wall that sterilizes a small amount on the northern and southern sides, is very small in comparison. Q: What progress has been made with the Metis Nation and other First Nations groups regarding native title at PLS?A: CEO Paul Hemburrow reported that engagement with the remaining First Nations groups is constructive and positive. Conversations are progressing as expected, and he hopes to conclude negotiations in the not-too-distant future, benefiting both Paladin and the MADI and Bursonaros groups. Q: What is the pre-FID spend committed for FY27 and FY28 for PLS, and how much of the AUD170 million from the September cap raise remains?A: CFO Anna Sudlow noted that development spend was around AUD19 million to the end of the financial year. She did not specifically call out CY27 and CY28 profiles but referred to the reconciliation provided in the MD&A released that day. She confirmed the pre-construction cost sits outside the AUD1.2 billion CapEx figure. Q: How frequently does the company rerun economic testing on Langer Heinrich elements, such as the TSF1 relocation and low-grade stockpile treatment?A: CFO Anna Sudlow explained that it is a continual process involving a range of assumptions around pricing mechanisms. The company conducts a formal annual process with the board to approve forward-looking financial assumptions and performs periodic evaluations of the life-of-mine plan that drives those economics. Q: What is the plan for the 400,000-pound loan, with 200,000 pounds due this quarter? Will it be renewed, replaced, or repaid?A: The Commercial Officer stated that the facility will essentially be extended, with another maturing in the March quarter. The intention is to repay part of the loans, but timing depends on shipping schedules and delivery obligations

Agnico Eagle Mines (AEM) has agreed to acquire 53,420,000 units of Radisson Mining Resources through a non brokered private placement. This move gives Agnico Eagle direct exposure to Radisson's exploration projects and related future financing activities. The Radisson stake comes at a time when Agnico Eagle Mines' share price has moved sharply, with the stock up 54.42% on a 1 month share price return and 31.48% year to date. Its 1 year total shareholder return of 61.96% and very large 3 year and 5 year total shareholder returns suggest powerful longer term momentum. Scan more gold producers showing strong price moves and focused expansion by reviewing the hand picked 32 elite gold producer stocks that share similarities with the latest deal by Agnico Eagle Mines. Agnico Eagle Mines has produced very strong shareholder returns and is now leaning further into gold exploration through Radisson. The business looks powerful. The open question is whether the current share price still reflects fair value. Most Popular Narrative: 99.8% Undervalued The most followed narrative on Agnico Eagle Mines places fair value far above the last close of $224.11, which creates a huge valuation gap that this narrative treats as an opportunity rather than an error. With gold hovering near record highs, a massive structural shift is quietly playing out in the Abitibi greenstone belt that the broader market has completely failed to price in. If you are holding Agnico Eagle ($AEM) or hunting for the ultimate asymmetric micro-cap play, you need to look at the cold engineering reality currently facing the Canadian Malartic complex, and the tiny junior right next door that holds the key to fixing it: Renforth Resources (CSE: RFR | OTCQB: RFHRF). Read the complete narrative. The fair value in this narrative leans heavily on strong current profit margins, rapid recent earnings growth and a rich valuation multiple that assumes those economics persist. This raises the question of which operating assumptions and discount rate would need to hold to justify such a large gap to today's $224.11 price, and how much of that story depends on Agnico Eagle Mines using its balance sheet to address regional production bottlenecks near Canadian Malartic. Result: Fair Value of $123,914.00 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this narrative could be derailed if Agnico Eagle Mines reassesses its production plans at Canadian Malartic, or if regulatory timelines around regional permits stretch out. Story Continues Find out about the key risks to this Agnico Eagle Mines narrative. Another View: SWS DCF Model Challenges The Narrative While the popular narrative argues that Agnico Eagle Mines is deeply undervalued, the SWS DCF model points the other way. On this view, AEM at $224.11 trades above an estimated future cash flow value of $151.92, which implies the stock is expensive rather than cheap. Which story do you think fits the cash flows better? Look into how the SWS DCF model arrives at its fair value.AEM Discounted Cash Flow as at Aug 2026 Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out Agnico Eagle Mines for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover 49 high quality undervalued stocks. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity. Next Steps If this mix of confidence and caution around Agnico Eagle Mines feels familiar, treat it as your prompt to review the numbers yourself and act while sentiment is still forming. To see how the positives and concerns balance out, start with the 2 key rewards and 1 important warning sign. Looking for more investment ideas beyond Agnico Eagle Mines? If you like the story around Agnico Eagle Mines, do not stop there. Use the Simply Wall St screener to uncover other opportunities that fit your style. Target reliable income by reviewing a hand picked set of potential income ideas through the 12 dividend fortresses. Hunt for potential value opportunities by scanning the 49 high quality undervalued stocks that combine quality fundamentals with attractive pricing signals. Prioritise resilience by focusing on companies with sturdy finances in the list of solid balance sheet and fundamentals (51 results). 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 AEM. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com View Comments

* West Red Lake Gold Mines Ltd. press release [https://seekingalpha.com/pr/20630028-west-red-lake-gold-reports-q2-2026-results-including-51-percent-increase-in-gold-production] (WRLGF [https://seekingalpha.com/symbol/WRLGF]): Q2 Non-GAAP EPS of C$0.03. * Revenue of C$49.04M (+17.4% Y/Y). * Gold production increased 51% to 8,576 ounces, compared with 5,667 ounces in Q1. * Gold sales increased 34% to 8,260 ounces, compared with 6,165 ounces in Q1. * Adjusted EBITDA increased 54% to C$22.1 million, compared with C$14.4 million in Q1. * Cash costs decreased 23% to US$2,000 per ounce sold, compared with US$2,594 per ounce in Q1. * All-in sustaining cost decreased 30% to US$3,284” per ounce sold, compared with US$4,678 per ounce in Q1, bringing Q2 AISC within the Company's 2026 guidance range of US$2,800 to US$3,600 per ounce. * The Company generated C$9.7 million of positive free cash flow during Q2. * The Company ended Q2 with approximately C$31.2 million in cash and cash equivalents. MORE ON WEST RED LAKE GOLD MINES LTD. * Historical earnings data for West Red Lake Gold Mines Ltd. [https://seekingalpha.com/symbol/WRLG:CA/earnings] * Financial information for West Red Lake Gold Mines Ltd. [https://seekingalpha.com/symbol/WRLG:CA/income-statement]

ING analysts Warren Patterson and Ewa Manthey say Copper remains underpinned by tight LME inventories and strong US-bound flows.

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. PDI Gold Limited (ASX:PDI), formerly Predictive Discovery, has received shareholder approval to change its name and proceed with a five-for-one share consolidation, with key effective dates spanning late August and early September 2026. See our latest analysis for Predictive Discovery. The A$0.895 share price and 42.06% 1 month share price return sit alongside a very strong 1 year total shareholder return of 94.57% and a very large 5 year total shareholder return. This suggests momentum has been building ahead of the PDI Gold name change and share consolidation. If you are looking beyond Predictive Discovery and want other ways to position around the gold theme, it may be worth scanning the 32 elite gold producer stocks After a sharp move in Predictive Discovery and a fresh capital structure on the way, the current A$0.895 price sits well below several valuation estimates. So where might fair value actually fall within that range of estimates? Most Popular Narrative: 39.8% Undervalued Compared with the last close at A$0.895, the most followed narrative points to a fair value of A$1.49 for Predictive Discovery, built on a detailed long term production story. Ongoing exploration budgets at Kiniero and Nampala, together with a 9.5 million ounce resource base and 4.5 million ounces in reserves, point to a long asset life focus that can extend production profiles and support revenue visibility and cost efficiency over time. Read the complete narrative. The current fair value view leans heavily on a multi mine growth path, ambitious revenue and earnings targets, and a profit profile that looks very different from today. Want to see which assumptions really move the A$1.49 figure and how the future P/E is being framed against that earnings path? Result: Fair Value of A$1.49 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this Predictive Discovery narrative still carries meaningful risks. These include uncertainty around Guinea permitting and the possibility of cost overruns or weaker project returns. Find out about the key risks to this Predictive Discovery narrative. Next Steps Given the mix of enthusiasm and concern around Predictive Discovery, it may help to move quickly, review the full data set, and form your own view by weighing up the 2 key rewards and 3 important warning signs Looking for more investment ideas beyond Predictive Discovery? Story Continues If you are serious about building a stronger portfolio, use the Simply Wall St Screener to uncover focused stock ideas that match your own investing style. Target potential mispricings by reviewing companies that show up in the 10 high quality undervalued stocks. Strengthen your income stream by checking out stocks in the 5 dividend fortresses. Reduce portfolio stress by hunting for companies highlighted in the 10 resilient stocks with low risk scores. 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 PDI.AX. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com View Comments

[Natural gas flame] straga/iStock via Getty Images European natural gas prices may need to jump above €100/MWh [https://oilprice.com/Latest-Energy-News/World-News/Goldman-Sachs-Europe-Needs-Much-Higher-Gas-Prices-to-Secure-Winter-Supply.html] ($117) by December for the continent to rebuild enough inventory to last the winter if the Strait of Hormuz crisis persists and keeps spot liquefied natural gas prices in Asia elevated, Goldman Sachs analysts said Monday. Even the recent rally in front-month Dutch TTF futures, Europe's gas benchmark, that has lifted prices to five-month highs above €65/MWh would not be sufficient to divert sufficient LNG from Asia, the bank said in a new report. Current storage levels stand at just 62% full, the lowest level for this time of year in nearly two decades and well below the five-year average - "not be enough for Europe to manage storage through winter," Goldman analysts Samantha Dart and Laura Cyr wrote. Europeans are competing with heavy demand from Asian gas buyers for a limited volume of LNG, and are currently losing the race, the analysts said. "In a scenario where Middle East energy exports normalize only gradually through 2027, we estimate that December 2026 TTF would likely need to move above €100/MWh," Goldman said. A potential bright spot for Europe could come from the weather; while Goldman’s outlook assumes normal winter temperatures, a recent Rystad Energy report said if a "super" El Niño weather pattern adds at least 2°C (3.6°F) to the historical average, gas demand may be reduced, offsetting low inventories. ETFs: (UNG [https://seekingalpha.com/symbol/UNG]), (BOIL [https://seekingalpha.com/symbol/BOIL]), (KOLD [https://seekingalpha.com/symbol/KOLD]), (UNL [https://seekingalpha.com/symbol/UNL]), (FCG [https://seekingalpha.com/symbol/FCG]) MORE ON NATURAL GAS * Commodities: Oil Extends Gains On Supply Concerns [https://seekingalpha.com/article/4937634-commodities-oil-extends-gains-supply-concerns] * Oil Prices See $8 Roundtrip, Energy Market Pricing In Longer Supply Disruption [https://seekingalpha.com/article/4934536-oil-prices-see-roundtrip-energy-market-pricing-in-longer-supply-disruption] * Commodities: Oil Higher As Supply Risks Persist [https://seekingalpha.com/article/4934012-commodities-oil-higher-as-supply-risks-persist]

This article first appeared on GuruFocus. Revenue: ZAR11.2 billion, a 42% increase year-on-year. Production: Just under 5 tonnes (approximately 5,000 ounces above the higher end of guidance). Cash Operating Cost: Just under ZAR1 million per kilogram, a 7% increase year-on-year. Operating Profit: ZAR6.4 billion, an 83% increase. Headline Earnings: ZAR4.2 billion, an 89% increase. Free Cash Flow: ZAR2.2 billion, an 85% increase, after capital expenditure of ZAR3.5 billion. Final Cash Dividend: ZAR1.20 per share, totaling just over ZAR1 billion. Ergo Revenue: ZAR8.1 billion, up from ZAR5.7 billion last year. Ergo Operating Profit: More than doubled from ZAR2 billion to ZAR4.1 billion. Far West Gold Revenue: Increased from ZAR2.2 billion to ZAR3.1 billion. Far West Gold Operating Profit: Increased from ZAR1.5 billion to ZAR2.3 billion, with a 76% operating profit margin. Operating Margin: 58% for the current financial year, up from 45% last year. All-In Sustaining Cost Margin: 53% for the current financial year, up from 39% last year. Headline Earnings Per Share: ZAR492 per share, up from ZAR261 per share last year. Net Cash Inflow from Operating Activities: ZAR5.7 billion, up from ZAR3.5 billion last year. Capital Expenditure: ZAR3.5 billion for the year, the largest reinvestment program in 20 years. Cash and Cash Equivalents: Just under ZAR2.8 billion at year-end. 2027 Production Guidance: Between 160,000 and 170,000 ounces. 2027 Cash Cost Guidance: Just over ZAR1 million per kilogram. 2027 All-In Sustaining Cost Guidance: ZAR1.2 million per kilogram. 2027 Planned Capital Expenditure: Just over ZAR3 billion. Warning! GuruFocus has detected 3 Warning Signs with DRD. Is DRD fairly valued? Test your thesis with our free DCF calculator. Release Date: August 19, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points Record production of just under 5 tonnes of gold, exceeding the higher end of guidance by 5,000 ounces, driven by efficient plant management and a 2% increase in average yield. Revenue surged 42% to ZAR11.2 billion, benefiting from a 40% increase in the gold price, with the company remaining deliberately unhedged to maximize exposure. Strong cost discipline with cash operating costs up only 7% year-on-year, despite double-digit increases in input costs, and better-than-guidance unit costs. Exceptional financial performance: operating profit up 83% to ZAR6.4 billion, headline earnings up 89% to ZAR4.2 billion, and free cash flow up 85% to ZAR2.2 billion. Declared a final dividend of ZAR1.20 per share, marking the 19th consecutive year of dividend payments, with a payout ratio of 65% of free cash flow. Significant progress on Vision 2028 projects: Daggafontein TSF commissioned, DP2 plant expansion on track with first gold bar produced, and RTSF two-thirds complete. Improved sustainability metrics: potable water usage down 23%, carbon emissions reduced from 303,000 to 233,000 tonnes, and solar farm delivering savings of ZAR13.50-14.50 per tonne at Ergo. Balance sheet remains debt-free with cash and cash equivalents of ZAR2.8 billion, and environmental trust fund surpassed ZAR1 billion. Mineral reserves increased by 67 million tonnes from Kloof 2, adding four years to Far West Gold's life of mine. Strong safety performance with lost injury rates improving from 1.65 to 0.7. Story Continues Negative Points Cash operating costs increased 10% to ZAR188 per tonne, driven by higher trucking costs for high-grade material, which may shrink margins if gold price declines. Capital expenditure peaked at ZAR3.5 billion in FY2026, with a further ZAR3 billion planned for FY2027, limiting near-term free cash flow and dividend growth. Withok tailings dam approval delayed, with construction now expected by 2029, creating a 150,000 tonnes per month throughput gap until then. Far West Gold's cash operating costs increased 10% due to expansion-related labor and plant inefficiencies, with costs expected to rise further until Vision 2028 benefits materialize. Deferred tax asset grew to ZAR2.9 billion, and cash tax payments are expected to increase, with Far West potentially entering a tax-paying position next year. Diesel price volatility remains a significant cost risk, with a 11-17% risk factor built into FY2027 guidance. Environmental rehabilitation provisions increased to ZAR721 million due to higher demolition quotes and expansion, adding to future liabilities. The company faces execution risks on major projects, including RTSF commissioning and Libanon reclamation station, which are critical to achieving 1.2 million tonnes per month throughput. Uranium extraction from tailings is not feasible due to process conflicts, limiting diversification opportunities. Share price performance has historically lagged peers, though recent trends show improvement. Q & A Highlights Q: What were the key drivers behind DRDGOLD's strong financial performance in fiscal 2026, and what is the company's dividend outlook?A: CEO Daniel Pretorius highlighted that the company achieved its 19th consecutive year of dividend payments, declaring a final cash dividend of ZAR1.20 per share (over ZAR1 billion). This was driven by a 40% increase in the gold price, which the unhedged producer fully benefited from, leading to a 42% increase in revenue to just over ZAR11 billion. Operating profit surged 83% to ZAR6.4 billion, and free cash flow increased 85% to ZAR2.2 billion after a record capital expenditure of ZAR3.5 billion. The company's strategy is that as this peak capital phase concludes, the reduced capex will translate into significantly higher dividend capacity, assuming the gold price holds. Q: Can you provide an update on the progress of the Vision 2028 projects, particularly the DP2 plant expansion and the RTSF tailings facility?A: COO Wilhelm Schoeman reported that the Daggafontein tailings facility at Ergo has been commissioned and is achieving i

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Capstone Copper stock performance snapshot Capstone Copper (TSX:CS) has caught investor attention after recent share price moves. The stock last closed at CA$16.62. Recent returns over the past month and past 3 months frame how the market is currently pricing the copper producer. See our latest analysis for Capstone Copper. The recent 3.36% 1 day share price return and 28.34% 30 day share price return suggest momentum is building for Capstone Copper, while the 72.23% 1 year total shareholder return and 202.18% 5 year total shareholder return highlight how long term holders have been rewarded. If Capstone Copper's recent run has you looking at the wider copper space, this is a good moment to see which other producers are moving in the 9 top copper producer stocks. The recent jump in Capstone Copper raises a simple question. Are investors now paying more attention to the underlying copper operations and earnings, or is this mainly a shift in sentiment that the current valuation needs to sort out? Most Popular Narrative: 1.8% Undervalued Capstone Copper's most followed narrative places fair value at CA$16.93, just above the last close at CA$16.62. This puts the focus firmly on execution and future earnings quality rather than a big valuation gap. The imminent execution of the Mantoverde Optimized project, following recent permit approval, will materially increase throughput and sustain higher copper production at lower incremental cost, positively impacting both revenue and net margins as expanded volumes are realized. Read the complete narrative.Read the complete narrative. Want to see what sits behind that earnings upgrade story? The narrative leans heavily on step changes in margins, output and valuation multiples that are usually reserved for much larger producers. It will be important to understand which revenue and profit assumptions need to hold for that fair value to stack up. Result: Fair Value of CA$16.93 (ABOUT RIGHT) Have a read of the narrative in full and understand what's behind the forecasts. However, there are still pressure points for the Capstone Copper story, including water constraints at Pinto Valley, as well as the funding and execution risk tied to Santo Domingo. Find out about the key risks to this Capstone Copper narrative. Another view on Capstone Copper's valuation The first narrative places Capstone Copper close to fair value around CA$16.93, but the current P/E of 19.3x paints a different picture. It is higher than the Canadian Metals and Mining industry at 17.2x, the peer average at 13.8x and even its own fair ratio of 19.2x, which points to limited room for error if growth or margins soften. Story Continues For a fuller picture of how the current P/E compares with the underlying numbers, it is worth checking the valuation breakdown in more detail, including how that fair ratio was calculated. See what the numbers say about this price — find out in our valuation breakdown.TSX:CS P/E Ratio as at Aug 2026 Next Steps With sentiment around Capstone Copper running high, it makes sense to look at the underlying data yourself and move quickly to shape your own view using the 3 key rewards. Looking for more investment ideas beyond Capstone Copper? If you want a broader watchlist alongside Capstone Copper, use the Simply Wall Street Screener to uncover other stocks that fit your style before the next move passes you by. Target potential upside by focusing on quality companies trading below their estimated worth with the 15 high quality undervalued stocks. Strengthen your income stream by scanning for reliable payers using the 4 dividend fortresses. Lean toward resilience by focusing on companies with healthier finances through the solid balance sheet and fundamentals stocks screener (12 results). 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 CS.TO. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com View Comments

Gold and silver prices are having a summer end to remember. Inside the Action Gold prices are up a sizzling 15% this month while silver has surged 19%. Combined, the metals have added nearly $5 trillion in market value this month per analysis from Bull Theory. Both remain below the record high prices seen earlier this year, however. Gold and silver prices are being fueled by a potent combination of monetary policy interventions, escalating geopolitical friction in the Middle East, and persistent global inflation. A major catalyst for the late-August breakout has been U.S. Treasury's unexpected decision to double its long-term bond buyback program to $4 billion per session. In turn, this has triggered an aggressive wave of short-covering and speculative buying across precious metals markets. At the same time, a never-ending war with Iran -which has pushed up energy prices once again — has reinforced gold's status as the primary global safe-haven asset. Beyond shared macroeconomic factors, silver's dramatic outperformance also reflects an acute physical supply deficit and compounding industrial demand. Long-term structural consumption from AI data center infrastructure, electrical grid modernizations, and advanced electronics continues to absorb physical inventory faster than global mine production can keep pace. One Big Wall Street Call Truist chief investment officer Keith Lerner caught our attention with a recent upgrade on gold prices. "Consistent with our philosophy of keeping an open mind and following the weight of the evidence, conditions have improved, leading us to upgrade gold back to neutral. With gold still about 15% below its recent highs, the evidence now supports a more balanced view," Lerner said in a note. His points include: "Real yields have stabilized. Rising real interest rates were a key headwind for gold. More recently, real yields have stopped rising, while the Treasury's recent decision to increase purchases of longer-dated bonds could help ease upward pressure on rates." "Technical trends have improved. Gold has reclaimed its 200-day moving average, a positive technical development that suggests downside momentum has faded." "Central bank demand remains resilient. Despite concerns that purchases could slow, recent data indicate central banks continue to add to their gold holdings, providing an important source of support." "A softer U.S. dollar backdrop. Recent U.S. data, including cooling inflation, softer payrolls, and a dovish Federal Reserve hold, has tempered rate-hike expectations and pulled the dollar off its highs, historically a favorable backdrop for gold." Story Continues Bottom Line The conditions are set for gold to stay hot at least through to the end of the month. Getting back to the highs seen earlier this year around $5,300 an ounce will likely prove more challenging, however. Brian Sozzi is Yahoo Finance's Executive Editor, host of the 'Power Players With Brian Sozzi' podcast and a member of Yahoo Finance's editorial leadership team. Follow Sozzi on X @BrianSozzi, Instagram, and LinkedIn. Tips on stories? Email brian.sozzi@yahoofinance.com. Click here for in-depth analysis of the latest stock market news and events moving stock prices Read the latest financial and business news from Yahoo Finance View Comments

Bunker Hill Mining has reached a definitive agreement to acquire all issued and outstanding common shares of Silver47 Exploration, structured as a plan of arrangement. The move aims to create a combined company focused on US-based, 'Made in America' silver and critical minerals production. Following the completion of the transaction, the new company intends to change its name to Bunker Hill Silver and will continue trading on the Toronto Stock Exchange. The merger will bring together Bunker Hill's producing mine in Idaho's Silver Valley with Silver47's exploration and development projects in Alaska, Nevada and New Mexico. Bunker Hill is currently in the process of ramping up to commercial production, with the mine set to provide operating cash flow to finance further development and exploration. The new organisation will pursue exploration and development across a portfolio of projects including Bunker Hill 2.0, Hughes, Red Mountain and Mogollon, with funding drawn from existing cash reserves and anticipated operating cash flow. The transaction terms will see Silver47 shareholders receive 0.1724 of a Bunker Hill share for each Silver47 share held. Upon closing, Bunker Hill shareholders are expected to hold approximately 57% of the combined company, while Silver47 shareholders will own around 43% on a basic basis. To support its operations and growth plans, Bunker Hill has arranged a $10m (C$13.84m) concentrate prepayment facility with Ocean Partners UK and has drawn $1m from its standby facility with Teck Resources. According to the companies, the merged group will have a pro forma basic market capitalisation of $326m and control four US silver projects with a measured and indicated resource of 80 million ounces (moz) of silver equivalent and 308moz of silver equivalent inferred. Production at the Bunker Hill Mine is expected to increase from more than 980,000oz of silver equivalent in 2026 to above 2.5moz of silver equivalent in 2027, with a targeted annual output of more than 5moz of silver equivalent after expansion. Upon closing, the combined company's headquarters will be located at the Bunker Hill Mine site in Idaho's Silver Valley. Bunker Hill executive chairman Richard Williams said: "As Bunker Hill advances towards commercial production targeted in the fourth quarter of 2026, we are very excited to partner with Silver47 to add depth to our leadership team, strengthen the balance sheet and add silver and critical metals potential to an exclusively US-based project portfolio." Bunker Hill recently completed the first production stope blast at its fully owned mine in Idaho. "Bunker Hill signs agreement to acquire all shares of Silver47" was originally created and published by Mining Technology, a GlobalData owned brand. View Comments

Metals Exploration has announced that development at its fully owned La India gold project in Nicaragua is progressing, with first production expected in December 2026. The company released updates on construction and financing across various aspects of the site. As of 15 August 2026, La India had achieved approximately two million cumulative hours worked without a lost-time injury. The structural, mechanical, piping and electrical installation (SMPEI) for the process plant is approximately 50% complete. Metals Exploration said that the grinding building structure is finished, the ball mill is installed and preparations for setting the semi-autogenous grinding (SAG) mill are under way. The installation of carbon-in-leach (CIL) tank rings is 88% complete, while leach and detox tanks are 80% and 70% finished, respectively. Civil works are reportedly 93% complete on bulk earthworks and 92% on civil foundations. The pre-stripping of the open pit stands at 71% and site infrastructure has also advanced. The company stated that both the mine and heavy mobile equipment offices are operational, and the water treatment plant is complete. Camp installation is approximately 90% finished and industrial buildings are 88% done. The explosives magazine has also been completed, although an operating permit is pending. In terms of power, a 2MW grid connection to Nicaragua's national electricity transmission company, ENATREL, is operational, with an 800 kilovolt-amperes back-up generator in place. The mining fleet includes ten caterpillar (CAT) 777 haul trucks and two CAT 6020 excavators, with additional vehicles in transit or being manufactured. A $27m (£19.8m) equipment financing agreement has been secured with Banco de America Central, with $20.2m drawn down. The company said that delivery delays for some imported materials have occurred due to international shipping disruptions linked to the conflict in Iran, and alternative logistics solutions are being considered. Approximately 244,000t of ore has been stockpiled ahead of commissioning. Elsewhere, mining at Metals Exploration's Runruno operation in the Philippines is forecast to meet the upper end of 2026 guidance, attributed to higher-grade ore extraction in the stage five pit. Metals Exploration CEO Darren Bowden said: "Construction at La India continues to make strong progress, with installation of the process plant advancing across multiple fronts. The ball mill is in its final position, the SAG mill is ready to follow and the CIL tank fit-out is nearing completion." Story Continues Metals Exploration acquired the La India project from Condor Gold in January 2025. The company's concession area in Nicaragua now spans 1,222km². "Metals Exploration targets December 2026 gold output at La India project" was originally created and published by Mining Technology, a GlobalData owned brand. View Comments

[rebranding word text on torn paper on wooden background] PDI Gold Limited (PDI:CA [https://seekingalpha.com/symbol/PDI:CA]) (formerly Predictive Discovery Limited) has finalized its name change [https://seekingalpha.com/pr/20627249-name-change-and-consolidation-approved] with the Australian Securities and Investments Commission following shareholder approval at its general meeting on August 21, 2026. The new name will take effect on the ASX from market open on September 9, 2026, aligning with the TSX transition, while the company’s ticker code will remain "PDI" across both exchanges. In conjunction with the rebrand, the gold explorer launched an updated corporate website at www.pdigold.com [https://www.google.com/search?q=https%3A%2F%2Fwww.pdigold.com&authuser=2]. Alongside the name change, shareholders approved a 5-to-1 share consolidation. On the ASX, pre-consolidation trading ends on August 25, 2026, followed by deferred settlement trading starting August 26, 2026, ahead of the August 27 record date. Normal settlement trading for consolidated securities is scheduled to commence on September 7, 2026. On the TSX, the consolidation is expected to become effective on August 27, 2026. MORE ON PREDICTIVE DISCOVERY LIMITED * Predictive Discovery Limited (PDI:CA) Shareholder/Analyst Call Transcript [https://seekingalpha.com/article/4939046-predictive-discovery-limited-pdi-ca-shareholder-analyst-call-transcript] * Historical earnings data for Predictive Discovery Limited [https://seekingalpha.com/symbol/PDI:CA/earnings] * Financial information for Predictive Discovery Limited [https://seekingalpha.com/symbol/PDI:CA/income-statement]

Benz Mining (BENZF [https://seekingalpha.com/symbol/BENZF]) has received firm commitments to raise A$150M [https://seekingalpha.com/pr/20627171-benz-announces-a-150m-placement-to-accelerate-delivery-of-glenburgh-maiden-resource] through an institutional placement of 40.4 million new CHESS Depositary Interests (CDIs) at A$3.71 per share. The placement price represents no discount to its previous closing price on August 21, 2026, and was driven by strong inbound demand from global specialist resources funds. The proceeds will primarily accelerate Benz’s 450,000-meter gold exploration program at the Glenburgh project, adding six drill rigs to expand the on-site fleet to 14 rigs operating across 20 shifts. The expanded fleet aims to accelerate infill and extension drilling to support Benz's maiden Mineral Resource Estimate, targeted for H1 2027, while also funding parallel technical studies, permitting, and general working capital. Settlement of the placement is anticipated on August 28, 2026, with the new CDIs scheduled to begin trading on August 31, 2026. MORE ON BENZ MINING CORP. * Historical earnings data for Benz Mining Corp. [https://seekingalpha.com/symbol/BZ:CA/earnings] * Financial information for Benz Mining Corp. [https://seekingalpha.com/symbol/BZ:CA/income-statement]

If you fancy yourself a fan of gold or silver, you're feeling a bit more cheerful about the metal than this spring. Gold has been rising all month, up some 14% since July 31 to about $4,380 per troy ounce at the Aug. 21 close. Silver is up nearly 20% to $69.50 an ounce. Related: After the bubble: Why UBS is still a gold-and-silver fan Your cheer, however, has come after a lot of pain — more than six months, in fact. Precious metals prices surged upward through 2025 until an abrupt halt at the end of January. Gold peaked at $5,586 an ounce. Silver topped out at $121.785 an ounce. Both were seriously overbought levels. The peak came because futures exchanges tightened the rules for trading, something they will do if they believe trading has gotten out of hand. The rule changes effectively meant the cash required to trade in the gold and silver markets went up substantially. More important: On Jan. 29, President Donald Trump nominated Kevin Warsh to be the new chairman of the Federal Reserve Board. Gold and silver traders saw immediately that an inflation hawk would be in charge of running the Central Bank and might be more serious about cutting down domestic inflation, says former JP Morgan economist Anthony Chan, and started to unload their positions. But then came start of the war in the Middle East and, with the war, sharply higher oil prices and, of course, sharply higher gasoline and diesel prices. By the end of June, gold had tumbled about 28.5%. Silver fell 58% from its $121.79 peak to its bottom in mid-July. The war, which started on Feb. 28, caused oil prices and inflation to jump sharply. Warsh's appointment — and Wall Street's expectation the Fed would raise rates in 2026 — pulled interest rates higher, which was terrible for metals.Gold being refined at a refinery in Switzerland. Stefan Wermuth / Bloomberg / Getty ImagesStefan Wermuth / Bloomberg / Getty Images A break in the summer But the tide turned in the late spring and early summer on three points: Crude oil prices peaked in the late spring. The war itself lapsed into what's basically been a stalemate, despite continuing drone and missile attacks from the United States and Iran. (A note: When there is no shelling, oil and fuel prices fall.) Warsh and the Fed have not yet raised interest rates. The three combined to give gold and silver new life and gains for related exchange-traded funds. Since bottoming on July 15, the SPDR Gold Shares exchange-traded fund (GLD) has jumped 16%; the iShares Silver Trust (SLV) is up 24%. Citigroup analysts think gold could close above $5,000 this year and hit $6,000 in 2027. A new catalyst came this month when Treasury Secretary Scott Bessent said the United States was going to buy back long-dated Treasury bonds in a bid to knock down Treasury yields. Story Continues Partly the move is to deal with rates that had been rising since the Persian Gulf war erupted because bond investors understood that the war costs were going to prove far greater than anyone expected and impossible to predict. Another reason is to bring the U.S. dollar more into balance with the Japanese yen. That currency has been sliding because its government deficits are larger than those in the United States: about 200% of gross domestic product. And some decided they preferred hard assets like gold, silver and other metals instead of buying Treasury securities that could fall in value if interest rates continue to rise. Bessent's campaign worked for one day, but yields jumped back up on Aug. 20 and Aug. 21 as a number of analysts said the campaign wouldn't work. The 10-year Treasury yield was at 4.736% on Aug. 21, up nearly 13.5% on the year and nearly 20% since the war started on Feb. 28. The 30-year Treasury yield hit 5.275% the same day, up nearly 9% in 2026 and up 14.3% since the war began. More Gold & Silver: Robert Kiyosaki has a bold call on gold and silver Peter Schiff sees something big in gold and silver BofA sees lost year taking shape for gold The new Fed boss will have his say The situation is fluid and confusing. And we haven't talked about the Federal Reserve and Kevin Warsh. Warsh has been adamant the Fed will deliver on a pledge to deliver price stability. But he has not offered many details because he's also trying to refocus the Fed. Investors are hoping for clarity on Friday when Warsh gives the keynote address at the Jackson Hole Economic Policy Symposium in Wyoming. The speech is scheduled for 10 a.m. ET. Traders and money managers around the world will be listening carefully. Are gold and silver right for investors? You can invest in both if you think deficits in the United States and elsewhere are out of control and dangerous. And the easiest way to do it is to buy the SPDR gold shares exchange-traded fund (GLD) or the iShares Silver Trust ETF (SLV). They're easy to buy and sell. And, if you think both are headed higher, enjoy the ride. Since both buy gold and silver directly, your investment is subject to market forces as I noted above. It's not an exaggeration to say the post-January slump was violent. But keep this one fact in mind: The bottom for each was not close to lows in 2023 and 2024. Related: HELOC rates are 7.31%. Why that's actually good news This story was originally published by TheStreet on Aug 23, 2026, where it first appeared in the Economy section. Add TheStreet as a Preferred Source by clicking here. View Comments

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Intercontinental Exchange (NYSE: ICE) reported record open interest in its global sugar markets, underscoring heavy use of its contracts for commodity risk management. The company disclosed an agreement to invest up to US$2b in Polymarket, a prediction markets platform focused on event outcome trading. These moves point to deeper engagement with both traditional commodity hedging and emerging decentralized finance market structures. Intercontinental Exchange is far from the only company exposed to these themes of market infrastructure and new trading platforms. It can be useful to compare it with a wider group of under-followed quality stocks through screener containing 19 high quality undiscovered gems.NYSE:ICE 1-Year Stock Price Chart Intercontinental Exchange operates as a global capital markets infrastructure provider, supplying trading venues, clearing services, and data to financial institutions, corporates, and governments across major regions. That broad footprint helps explain its role in both established commodity markets and newer event driven trading platforms. See which insiders are buying and selling Intercontinental Exchange following this latest news. How does record sugar open interest fit into Intercontinental Exchange's business story? Record open interest of over 2.3 million global sugar contracts in August 2026 highlights how Intercontinental Exchange benefits when hedging demand for core benchmarks rises. It reinforces the role of its futures and clearing infrastructure as a utility like platform across commodities, which aligns with its focus on recurring, transaction based revenues. Does this Polymarket investment change the Intercontinental Exchange Narrative? The agreement to invest up to US$2b in Polymarket links directly to the Narrative theme that prediction markets and retail derivatives can support future repricing for Intercontinental Exchange. It leans into the cited catalysts around digitization, DeFi style platforms and new data rich products, while also brushing up against the risk that emerging technologies and rivals could pressure traditional infrastructure economics. If we take a look at the community Narrative for Intercontinental Exchange, we can see how this news fits into the bigger investment story. What should investors watch next to test this read on ICE? The key sign will be how Intercontinental Exchange reports volumes, open interest and revenue contribution from event based contracts and prediction style products over the next few quarterly statistics updates. Clear disclosure that Polymarket linked activity is scaling, without eroding core futures volumes or margin metrics, would be an important proof point. Story Continues For the full picture including more risks and rewards, check out the complete Intercontinental Exchange analysis. 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 ICE. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com View Comments

Photo by Gage Skidmore / Wikimedia Commons Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below. Every new breakthrough promises to make life easier. Yet, the bill for living somehow keeps getting harder to pay. Robert Kiyosaki, bestselling author of Rich Dad Poor Dad, believes that reveals something deeply wrong with the financial system. "What we have is a growing gap today between rich and poor and that gap is now dangerous," Kiyosaki warned in a recent episode of The Rich Dad Radio Show (1). "Inflation's going through the roof through pure intention or incompetence." Must Read Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one JPMorgan sees gold hitting $5,000/oz by Q4 — and savvy investors are protecting their wealth with a tax-advantaged Gold IRA. Get your free guide from Priority Gold The tax breaks in Trump's 'big beautiful bill' expire after 2028. Here are 4 moves to make before the window closes During that episode, Kiyosaki spoke with Jeff Booth, author of The Price of Tomorrow: Why Deflation Is the Key to an Abundant Future, about why innovation should allow companies to produce more for less and steadily drive prices down. "The natural state of the free market is deflation," Booth said. A smartphone illustrates his point. It replaced the camera, calculator, flashlight, map and music collection that consumers once purchased separately. Digital photos can now be reproduced billions of times at virtually no additional cost. Booth argues that artificial intelligence and automation should accelerate that process across the economy. However, he believes governments and central banks are fighting that deflation by expanding debt and maintaining a financial system that depends on rising prices. Kiyosaki puts it bluntly: "Prices should be coming down, but they're going up. But it's only going up because they're playing games with money." Why Kiyosaki says the system needs inflation The Federal Reserve openly targets 2% inflation over the long run (2). Kiyosaki and Booth argue that this reveals a financial system built around continually rising prices, even as technology allows businesses to produce more for less. "What does deflation mean? It means your money buys more," Kiyosaki said. Instead, the Consumer Price Index rose 3.4% during the 12 months ending in July (3). Energy jumped 14.7%, food increased 3% and shelter rose 3.2%. Meanwhile, federal debt reached approximately $39.93 trillion as of Aug. 14 (4). Story Continues This is why Kiyosaki has long favored scarce, tangible assets. For retirees watching inflation erode their buying power, you have some options. Here are a few. Read More: Millionaires under 43 hold only 25% of their wealth in stocks. Here's where their money is actually going Protect your buying power Gold sits at the center of Kiyosaki's own defense against currency debasement (5). When it comes to gold, a central bank can't increase its supply and investors have historically turned to it during periods of financial or geopolitical stress. One way to invest in gold that also provides significant tax advantages is to open a gold IRA with the help of Priority Gold. Gold IRAs allow investors to hold physical gold or gold-related assets within a retirement account. This combines the tax advantages of an IRA with the protective benefits of investing in gold, making it an attractive option for those looking to potentially hedge their retirement funds against economic uncertainty. To learn more, you can get a free information guide that includes details on how to get up to $10,000 in free silver on qualifying purchases. Make rising rent work for you Housing costs are another major source of inflation. But owning rental real estate can also give you an opportunity to participate in the income those payments generate. Rental properties have long been a proven source of steady, passive income for high-net-worth investors. In fact, direct real estate accounts for 22.5% of the typical family office portfolio (6). However, the time, effort and costs involved in managing and maintaining multiple properties prevent many from investing. So, unless you're a hedge fund titan or an oil baron, you've likely been shut out of one of the most profitable corners of the market. Mogul is now an option that helps bridge this gap. This real estate investment platform offers fractional ownership in blue-chip rental properties, giving investors monthly rental income, real-time appreciation and tax benefits — without a hefty down payment or late-night tenant calls. Founded by former Goldman Sachs real estate investors, the mogul team puts each property through a vetting process so that it clears a minimum projected 12% return even in downside scenarios. The platform reports an average annual IRR of 18.8%, while cash-on-cash yields average between 10% and 12% annually. Offerings often sell out in under three hours, with investments typically ranging between $15,000 and $40,000 per property. Getting started is quick and easy. You can sign up for an account and then browse available properties. Once you verify your information with their team, you can invest like a mogul in just a few clicks. Own the land behind the grocery bill If higher food prices are eating into your budget, you may want exposure to the land that's actually producing what Americans put on their tables. Investing in farmland is now possible — and you don't necessarily need to buy an entire farm to get exposure. FarmTogether gives accredited investors a way to invest in fractional ownership of U.S. farmland. Investors can potentially earn income from crop production while also benefiting if the value of the land increases over time. The platform has $217 million in assets under management across 51 funded deals, covering eight states and 15 cro

(Bloomberg) -- Deere & Co. (DE) narrowed its annual profit outlook as a stabilizing agriculture sector points to a more pronounced rebound next year for farm machinery. Most Read from Bloomberg Bessent Deploys Debt Buybacks in Sign of Concern Over Yield Rise China Sentences Evergrande's Hui to Life for 'Heinous' Crime Natalie Harp, Trump's Gatekeeper, Is at Center of Senator Jon Ossoff Clash US Set to Cut Tariffs on Canada Metals, Autos in Trade Deal Moderna and Merck Revive mRNA Hopes With Melanoma Success The builder of iconic green and yellow tractors estimated net income for the fiscal year between $4.75 billion and $5 billion, compared with its previous outlook for $4.5 billion to $5 billion. "As we look ahead, we continue to believe 2026 will mark the bottom of the current ag equipment cycle," Deere Chief Executive Officer John May said in a statement Thursday. "Across our business, early order program trends, improving used-equipment inventories, and increasing customer adoption of our advanced technologies give us confidence that Deere is well positioned for long-term value creation." Sales of machines to plant, treat and harvest fields have been under pressure for years with farmers lacking spending power from relatively low crop prices and higher costs for fertilizer and fuel. Still, Deere and others have pulled back production to rein in inventories — efforts that will eventually prompt a rise in demand. Grain prices have been climbing, with wheat recently hitting the highest levels since 2024 as heat waves and drought crimp yields and escalating attacks between Russia and Ukraine raise concerns about exports leaving the Black Sea. Should prices keep rising, farmers may have more to spend. (DE ) Go deeper with AlphaSpace 580.63 -8.09 (-1.37%) At close: August 19 at 4:00:03 PM EDT Deere's outlook comes after mixed signals from rival machinery makers. CNH Industrial NV earlier this month raised its annual outlook, saying the sector is primed for a rebound in 2027 as the current fleet ages and prompts growers to upgrade. AGCO Corp., however, trimmed its estimates, saying skyrocketing costs for inputs like fuel and fertilizer continue to pressure the farm economy. Most Read from Bloomberg Businessweek The Diamond Industry's Old Guard Wants You to Buy 'Natural' The Midwest City Keeping the American Dream Alive for First-Time Homebuyers The Seniors Against Senior Housing China's Chip Industry Is Having a Breakout Moment Big Pharma Is Hooked on Chinese Licensing Deals ©2026 Bloomberg L.P. View Comments

ING’s commodities team, led by Ewa Manthey and Warren Patterson, reports Copper market tightness has eased slightly as LME inventories rose by more than 55kt over two sessions, narrowing the cash-to-three-month backwardation.

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. The analyst fair value estimate for Targa Resources has nudged higher, moving from US$297.29 to US$303.52. Recent Street research has leaned positive on Targa Resources, with higher price targets and fresh coverage tied to views on Permian growth, EBITDA prospects, and current valuation. As you read on, you will see how to track this evolving narrative and what it could mean for your own investment decisions regarding the stock. Stay updated as the Fair Value for Targa Resources shifts by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Targa Resources. What Wall Street Has Been Saying 🐂 Bullish Takeaways Several firms, including Morgan Stanley, Jefferies, Barclays, Citi, Mizuho, BofA, Raymond James and RBC Capital, have raised price targets on Targa Resources in recent months, which signals generally constructive views on valuation and execution. Jefferies highlights the expanded agreement with Exxon Mobil and the addition of three Delaware processing plants by the first half of 2028, and lifts EBITDA estimates well above prior consensus based on that contract visibility. RBC Capital points to Targa Resources' Permian footprint, integrated infrastructure network and commercial track record as key supports for its assessment of the company following Q2 results and 2026 adjusted EBITDA guidance. Mizuho and Citi reference stronger volume positioning, marketing and export exposure, and an improved commodity backdrop as reasons for higher EBITDA estimates and higher price targets. Erste Group and Jefferies cite Targa Resources' business model resilience and growth profile versus the sector, with Jefferies indicating conviction in premium growth relative to Street expectations through the end of the decade. 🐻 Bearish Takeaways TD Cowen maintains a Hold rating even as it raises its price target, which shows some caution around upside potential compared with other midstream peers. 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!NYSE:TRGP 1-Year Stock Price Chart We've flagged 2 risks for Targa Resources. See which could impact your investment. How This Changes the Fair Value For Targa Resources The analyst fair value estimate for Targa Resources has moved from US$297.29 to US$303.52. Revenue growth assumptions have shifted from 16.00% to about 19.81%. Net profit margin expectations have adjusted from 12.27% to about 11.99%. The future P/E multiple has changed from 24.52x to about 23.09x. The discount rate used in the analysis has moved from 7.11% to 7.24%. Story Continues Never Miss an Update: Follow The Narrative Narratives link Targa Resources' business story to analyst forecasts and an evolving view of fair value. They refresh as new data, contracts, and guidance are added so you can see how the thesis changes over time. Head over to the Simply Wall St Community and follow the Narrative on Targa Resources to stay up to date on: How expanding Permian and NGL export infrastructure, including new processing plants and fractionation capacity, ties into expected throughput and earnings potential. Why long term, fee based contracts with large producers and capital return policies are central to the cash flow story. Which risks, such as midstream overbuild, rising competition in sour gas handling, cost inflation, and environmental regulation, could challenge the current outlook. 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 TRGP. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com View Comments

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Antofagasta's fair value estimate has been trimmed from £38.80 to about £37.87. This puts the spotlight firmly on where current analyst price targets are sitting. Those targets now cluster between roughly £35.60 and £44.00, with firms such as JPMorgan toward the upper end, reflecting the split between bullish and bearish views on execution and copper output guidance. As you read on, you will see how these shifting targets feed into the evolving narrative around Antofagasta and what that might mean for your own watchlist. Analyst Price Targets don't always capture the full story. Head over to our Company Report to find new ways to value Antofagasta. What Wall Street Has Been Saying 🐂 Bullish Takeaways Several firms, including Citi, JPMorgan and Scotiabank, have set Antofagasta price targets in a higher band between about 4,100 GBp and 4,500 GBp. This points to constructive views on the stock's valuation versus current trading levels. JPMorgan's July upgrade of Antofagasta to Overweight, alongside a move in its target to 4,500 GBp and a later adjustment to 4,300 GBp, highlights confidence in peer leading production growth and the potential for stronger free cash flow into the next investment cycle. Barclays lifted its target to 3,800 GBp and kept an Equal Weight rating. This supports the idea that Antofagasta's current project pipeline and copper exposure still appeal to investors looking for sector level copper exposure. 🐻 Bearish Takeaways Morgan Stanley maintains an Underweight rating with targets around 3,560 GBp. This signals concern about execution risk and how Antofagasta can deliver against its copper output guidance. Deutsche Bank keeps a Sell rating even after raising its target to 3,400 GBp, suggesting that some analysts view the current valuation as demanding relative to perceived growth and cash generation risks. 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!LSE:ANTO 1-Year Stock Price Chart We've flagged 1 risk for Antofagasta. See which could impact your investment. How This Changes the Fair Value For Antofagasta Fair value trimmed from £38.80 to about £37.87. Revenue growth expectation adjusted from about 13.33% to about 8.60%. Net profit margin moved from about 19.19% to about 20.51%. Future P/E updated from about 28.0x to about 27.3x. Discount rate changed from about 9.52% to about 9.73%. Story Continues Never Miss an Update: Follow The Narrative Narratives link Antofagasta's business story to analyst forecasts and a fair value estimate that adapts as new information comes through. They help you see how projects, risks and assumptions connect to the numbers you track. Head over to the Simply Wall St Community and follow the Narrative on Antofagasta to stay up to date on: How brownfield expansions at Centinela and Los Pelambres, along with the Zaldívar permit renewal to 2051 and Cuprochlor technology, support long term copper output and resource life. How water efficiency projects and prudent capital allocation, including a consistent dividend approach and lower reliance on debt, are used to support earnings resilience. How risks such as water scarcity in Chile, declining ore grades, tighter ESG regulations and copper price swings could affect Antofagasta's costs, margins and production profile. 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 ANTO.L. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com View Comments

BHP Group Limited (NYSE:BHP) delivered the clearest evidence yet that its earnings center has shifted. Copper generated $18.19 billion of underlying EBITDA in the year ended June 30, overtaking iron ore's $14.53 billion and contributing more than half of group EBITDA for the first full year. Underlying attributable profit rose 30% to $13.2 billion, above consensus estimates of $12.66 billion, while Australian shares climbed as much as 4.2% to a two-month high. The balance sheet reinforced the message. BHP Group Limited (NYSE:BHP) reduced net debt to $8.69 billion and lifted its FY2026 dividend to $1.72 per ordinary share, the highest in four years. The question is whether investors should now treat this as a structural copper transformation or another commodity-price windfall. For BHP Group Limited (NYSE:BHP), the portfolio shift is already visible in capital allocation. The miner expects average annual capital and exploration spending of about $11 billion over the medium term, with more than half directed toward copper growth. BHP estimates that its project pipeline could increase attributable copper production by approximately 40% by fiscal 2035.Jim Cramer On BHP Group (BHP) – Holy Cow, Great Yield BULL CASE: COPPER GROWTH IS BECOMING THE CORE BUSINESS BHP Group Limited (NYSE:BHP) is not starting this transition from a speculative position. It produced approximately 2 million metric tons of copper for a second consecutive year and describes itself as the world's largest copper producer. BHP expects its copper-growth program to be self-funding at consensus commodity prices. The demand case also extends beyond one price cycle. BHP Group Limited (NYSE:BHP) expects global copper demand to rise from 34 million metric tons in 2026 to more than 50 million by 2050, driven partly by expanding power networks and data centers. If BHP's copper pipeline delivers its targeted approximately 5% annual attributable copper-equivalent growth from fiscal 2027 through fiscal 2035, including byproducts, investors would have stronger grounds to assign the company a growth narrative rather than a purely cyclical one. BEAR CASE: PRICES, NOT VOLUMES, DROVE THE BREAKOUT The earnings mix changed faster than the production mix. BHP Group Limited (NYSE:BHP) held copper output near 2 million metric tons, while record spot copper prices, which rose above $14,000 per metric ton, powered the profit increase. BHP's average realized copper price increased 35% to $5.74 per pound. Copper byproducts including gold, silver and uranium contributed $4.5 billion of revenue, up 45%. Story Continues That makes the comparison with iron ore less decisive than it first appears. BHP Group Limited (NYSE:BHP) still relies on its low-cost iron ore business for substantial cash flow, while copper expansion requires multiple large projects to clear approvals, construction, and ramp-up. Final investment decisions for Vicuña Stage 1 and Escondida's new concentrator remain ahead, while other growth projects are still being evaluated. INSIDER MONKEY'S HEDGE FUND DATA The filings available so far reflect positions held before BHP released its full-year results and copper-growth outlook. Insider Monkey's database showed 31 hedge funds holding BHP Group Limited (NYSE:BHP) at the end of March 2026, down from 29 funds three months earlier. CONCLUSION BHP Group Limited (NYSE:BHP) has earned the beginning of a portfolio re-rating, but not the full copper-growth premium. Copper is now the largest earnings contributor, capital allocation is following it, and the balance sheet can support expansion without abandoning dividends. For the miner, the next test is physical rather than financial: turn the pipeline into sustained production growth. Until that happens, earnings will remain highly sensitive to copper prices. Iron ore will remain an important source of cash-flow flexibility as BHP pursues a copper-growth program it expects to be self-funding at consensus prices. 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 thebest short-term AI stock. READ NEXT: ConocoPhillips (COP): Wall Street Sees More Upside Despite Leadership Shakeup andHere is Why Chevron (CVX) is a Favorite Among Hedge Funds Disclosure: None. This article is originally published at Insider Monkey. View Comments

Andrew Harnik/Getty Images News U.S. President Donald Trump posted an AI-generated video purporting to show Iran’s Kharg Island being blown up, hours after the U.S. and Iran resumed hostilities for the first time since July. Trump shared the clip on Truth Social with the caption, “Kharg Island being blown to smithereens!!! President DJT.” An Iranian official dismissed the video as “laughable,” while there was no evidence several hours later that Kharg Island had been attacked. "Trump’s tweets are laughable and conditions in Kharg are calm and appropriate," said Hamid Bovard, chief executive of government-run National Iranian Oil Co. Oil prices rose more than 2% Sunday evening as markets reacted to the latest escalation, with Brent crude futures climbing above $90 a barrel after U.S. forces struck two Iranian launchers on Larak Island near the Strait of Hormuz. Brent crude futures (CO1:COM [https://seekingalpha.com/symbol/CO1:COM]) rose 2.57% to $90.37 a barrel, while U.S. West Texas Intermediate crude (CL1:COM [https://seekingalpha.com/symbol/CL1:COM]) gained 2.47% to $85.40 as of press time. Kharg Island is a critical part of Iran’s oil infrastructure, handling about 90% of the country’s oil exports before the war began on Feb. 28. Any attack on the island could severely disrupt Iranian oil exports, putting further pressure on global energy markets and Iran’s economy. Iranian President Masoud Pezeshkian said the country would respond decisively to any aggression, according to state media. “We will never remain silent in the face of any aggression and will respond decisively to the aggressors,” he said Monday ahead of a visit to Kyrgyzstan. It was unclear whether his remarks came before or after Trump’s post about Kharg Island. ETFS: (USO [https://seekingalpha.com/symbol/USO]), (BNO [https://seekingalpha.com/symbol/BNO]), (UCO [https://seekingalpha.com/symbol/UCO]), (SCO [https://seekingalpha.com/symbol/SCO]), (USL [https://seekingalpha.com/symbol/USL]), (DBO [https://seekingalpha.com/symbol/DBO]), (DRIP [https://seekingalpha.com/symbol/DRIP]), (GUSH [https://seekingalpha.com/symbol/GUSH]), (USOI [https://seekingalpha.com/symbol/USOI]), (XLE [https://seekingalpha.com/symbol/XLE]) DEAR READERS: We recognize that politics often intersect with the financial news of the day, so we invite you to click here [https://seekingalpha.com/article/4931547-politics-and-the-markets-083126]to join the separate political discussion. MORE ON CRUDE OIL FUTURES, BRENT FUTURES, ETC. * The S&P 500 Proved Me Wrong, But AI Is Hiding The War Damage [https://seekingalpha.com/article/4940228-the-s-and-p-500-proved-me-wrong-but-ai-is-hiding-the-war-damage] * Commodities: Oil Prices Up Even As Hormuz Flows Increase [https://seekingalpha.com/article/4941101-commodities-oil-prices-up-even-as-hormuz-flows-increase] * Threat Of Windfall Taxes Looms Over Energy Industry [https://seekingalpha.com/article/4940996-threat-of-windfall-taxes-looms-over-energy-industry] * Oil prices jump more than 2% after U.S. strike on Iran [https://seekingalpha.com/news/4638082-oil-prices-jump-more-than-2-percent-after-u-s-strike-on-iran] * U.S. strikes Iranian launchers near Strait of Hormuz [https://seekingalpha.com/news/4638081-u-s-strikes-iranian-launchers-near-strait-of-hormuz]

Avanti Gold (AVTGF [https://seekingalpha.com/symbol/AVTGF]) has entered into an agreement with SCP Resource Finance LP to conduct a fully underwritten bought deal private placement [https://seekingalpha.com/pr/20634000-avanti-gold-announces-bought-deal-private-placement-board-restructuring-and-annual-general] of 70M units at a price of C$0.50 per unit for aggregate gross proceeds of C$35M. The company has also granted the underwriter an option to increase the offering size by up to 15%, which would raise total gross proceeds up to C$40.25M if fully exercised. Each unit consists of one common share and one-half of one common share purchase warrant, with each whole warrant exercisable at C$0.65 for 36 months from issuance. The offering is expected to close on or about September 22, 2026. The underwriters will receive a 6.0% cash commission, which may be taken in units and broker warrants equal to 6.0% of the units sold. Net proceeds from the offering will fully fund Avanti's planned 42,000-metre 2026 drill program across the Misisi Gold Project in the Democratic Republic of the Congo (DRC), advance a maiden Preliminary Economic Assessment (PEA), and support general administrative expenses and working capital. Avanti also announced board changes before its annual general meeting in October 2026. Chairman Sir Samuel Jonah will step down to focus on other business but will stay as a consultant. Mohamed Cisse will remain as CEO. Three new independent non-executive directors are nominated for election: Matthieu Bos, George Bennett, and Eric Zurrin. Incumbent directors Terry Holohan and Martin Pawlitschek will stand for re-election, while the remaining board members will not seek re-election. MORE ON AVANTI GOLD CORP. * Financial information for Avanti Gold Corp. [https://seekingalpha.com/symbol/AVTGF/income-statement]

Gold (XAU/USD) recovers slightly from sub-$4,400 levels – a one-and-a-half-week low – touched during the Asian session on Monday, though the upside potential seems limited. A softer US Dollar (USD) offers some support to the precious metal and helps trim a part of its intraday losses.

Vancouver, British Columbia--(Newsfile Corp. - August 31, 2026) - iMetal Resources Inc. (TSXV: IMR) (OTCQB: IMRFF) (FSE: A7VA) ("iMetal" or the "Company") is pleased to announce the appointment of Paul Larkin as an independent director and Robert Scott as Chief Financial Officer. Mr. Larkin fills the vacancy created by Scott Davis, who has resigned from the board of directors to focus on other matters. Mr. Davis will remain with the Company in an advisory capacity. "Paul and Rob bring public-company, capital markets and transaction experience that is directly relevant to iMetal's next stage," said Saf Dhillon, President and CEO of iMetal. "Both have helped guide junior companies through financings, governance matters and value-creating transactions. I also thank Scott Davis for his years of service and dedication, and for his continued support as an advisor to the Company." Paul Larkin Mr. Larkin has served as President of Vancouver-based New Dawn Group for more than 43 years. New Dawn is an investment and financial consulting firm specializing in corporate finance, merchant banking and the administration of public companies. Before helping launch numerous junior natural resource companies, Mr. Larkin worked as an investment banker, financing the early stages of several successful businesses. He has served as a director, lead director, officer and strategic advisor to companies listed on the TSX Venture Exchange, Toronto Stock Exchange and U.S. exchanges, with experience in corporate finance, capital markets, audit oversight, mergers and acquisitions, compensation, governance and strategic growth. Mr. Larkin served as an independent director of Prime Mining Corp. (TSX: PRYM) from August 2019 to August 2023, helping guide the company during a key stage in the advancement of the Los Reyes Gold-Silver Project in Sinaloa, Mexico. During that period, Prime strengthened its management and governance framework, completed significant financings and advanced Los Reyes through extensive exploration and resource growth. Prime was later acquired by Torex Gold Resources Inc. (TSX: TXG) in October 2025 in a transaction initially valued at approximately C$449 million, highlighting the long-term value created at Los Reyes. Mr. Larkin was also a Founding Partner, Director and Chair of the Audit and M&A Committees of U.S. Geothermal Inc. (NYSE: HTM), a geothermal renewable energy company acquired by Ormat Technologies Inc. (NYSE: ORA) in 2018 for an enterprise value exceeding US$200 million. He currently serves in board, advisory and audit committee roles with several Canadian public companies, including Condor Resources Inc. (TSXV: CN), and advises emerging natural resource companies on corporate finance, governance, strategic transactions and capital markets development. Story Continues Robert Scott Mr. Scott is an accomplished finance professional with more than 25 years of experience in accounting and corporate compliance, corporate finance, and merchant and commercial banking. He is a CPA, CA and CFA charterholder and has spent the past 18 years as a senior officer and director of a number of TSX Venture Exchange-listed issuers. During that time, he has helped raise more than $250 million in equity and gained extensive experience in initial public offerings, reverse takeovers, corporate restructurings, mergers and acquisitions, and cost-effective operations management. Some of his current and past management positions include Capitan Silver Corp. (TSXV: CAPT), Blue Jay Gold Corp. (TSXV: JAY), Riverside Resources Inc. (TSXV: RRI) and Great Bear Resources Ltd. (acquired by Kinross Gold Corporation in 2022 for approximately C$1.8 billion). The appointments add capital markets, governance, audit oversight and public-company finance experience as iMetal advances its Ontario and Quebec exploration portfolio and evaluates opportunities to create shareholder value. About iMetal Resources, Inc. iMetal is a Canadian junior exploration company focused on gold and critical mineral resource properties in Ontario and Quebec. Its flagship property, Gowganda West, is an exploration-stage gold project located near McFarlane Lake Mining Limited's Juby Project in the Shining Tree Camp area of the southern Abitibi Greenstone Gold Belt, about 100 km south-southeast of the Timmins Gold Camp. Drilling in the project's West Zone, announced in February 2026, returned 278.35 m at 0.424 g/t gold in hole IMGW-25-06, including 62.25 m at 0.61 g/t gold and 16.65 m at 1.24 g/t gold, complementing the 2023 discovery hole of 48.5 m at 0.85 g/t gold. Gowganda West is also contiguous with the Knight project, part of the strategic partnership between Orecap Invest Corp. and Agnico Eagle Mines Ltd. Carheil is an exploration-stage project with multi-metal potential and previous graphite results, located about 170 km north of Rouyn-Noranda in the Northern Abitibi Greenstone Belt. In August 2026, McFarlane Lake Mining Limited (CSE: MLM), iMetal's neighbour at Gowganda West and owner of the adjoining Juby Gold Project, completed a strategic investment that made it the Company's largest shareholder and directly endorsed the Gowganda West land package. ON BEHALF OF THE BOARD OF DIRECTORS, Saf Dhillon President and CEO iMetal Resources, Inc. saf@imetalresources.ca Tel. (604) 484-3031 Suite 550, 800 West Pender Street, Vancouver, British Columbia, V6C 2V6. https://imetalresources.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. This release may contain forward-looking statements or forward-looking information under applicable Canadian securities legislation that may not be based on historical fact, including, without limitation, statements containing the words "believe", "may", "plan", "will", "estimate", "continue", "anticipate", "intend", "expect", "potential",

Silver price (XAG/USD) extends its losses for the second successive day, trading around $66.10 per troy ounce during the Asian hours on Monday. The non-yielding Silver declined following hawkish remarks from Federal Reserve (Fed) Chair Kevin Warsh.

With the European Central Bank signaling possible rate hikes due to persistent inflation, investors are paying closer attention to companies that can grow through different interest rate settings. That is where fast growing stocks with high insider ownership come into focus. In this article you will see three stocks from the Fast Growing Stocks With High Insider Ownership screener that align management confidence with growth potential. The three stocks highlighted next are just a starting sample, and the full screen surfaced 47 more companies with equally compelling growth and insider ownership stories that are not covered here. To identify and analyze the ideas that best fit your portfolio, head straight into the Fast Growing Stocks With High Insider Ownership screener. Lightspeed Commerce (TSX:LSPD) Lightspeed Commerce provides a cloud-based commerce platform that helps retailers, restaurants and other merchants manage operations, run omni-channel sales and accept payments, which ties directly into the screener's focus on recurring SaaS and payments driven growth. The company generates about $1.24b in revenue from software and programming, largely through subscriptions and integrated payments. Lightspeed Commerce currently has a market cap of about CA$1.9b. Lightspeed Commerce may appeal to investors who are interested in a business where recurring software subscriptions and integrated payments are central to the growth story, supported by management guidance that points to expanding payments penetration and changing unit economics. Analysts have highlighted the potential for earnings to improve if operating leverage from the SaaS plus payments model continues to build, while the stock valuation still reflects uncertainty about the path to sustained profitability. At the same time, competition from larger payments and POS providers and the company's still modest profitability keep execution risk front and center. For those seeking exposure to commerce software and payments where market sentiment may not fully reflect the recurring revenue model, this is a story that some investors may choose to watch more closely. Lightspeed Commerce's SaaS plus payments story is often viewed through the profitability debate, yet the real twist lies in how its growth, margins, and valuation intersect in the analysis report for Lightspeed CommerceTSX:LSPD Revenue & Expenses Breakdown as at Aug 2026 Ivanhoe Mines (TSX:IVN) Ivanhoe Mines is a Vancouver based miner focused on copper, zinc and platinum group metals across Africa, with the high grade Kamoa Kakula Copper Complex providing the clearest link to the Fast Growing Stocks With High Insider Ownership theme through its role in supporting future copper production growth. Reported revenue is currently tied mainly to Kipushi Properties at about US$575 million, with smaller segment adjustments, while other projects such as Platreef and Western Forelands are still in various development or exploration stages. The company has a market cap of roughly CA$17.3b, which reflects investor attention on how Kamoa Kakula's expansion and Kipushi's zinc output could shape the next phase of the business. Story Continues Ivanhoe Mines provides exposure to one of the world's highest grade copper complexes at Kamoa Kakula, where recent Q2 2026 updates indicate robust production, tight copper guidance and ongoing cost support from byproduct credits at Kipushi. Growth expectations are strong and management is leaning into that outlook; however, a rich valuation and reliance on external borrowings mean the stock is priced on flawless execution. If production ramps as planned and margins at Kamoa Kakula and Kipushi hold up, current weakness against the broader Canadian market could prove temporary. The key issue is whether Ivanhoe Mines can translate this asset base and insider alignment into the level of long term cash generation implied by the current premium. Ivanhoe Mines' growth story is tied to world class copper, but the real question is whether current pricing already assumes perfect execution. Get the full context in the 1 key reward and 1 important warning signTSX:IVN Earnings & Revenue Growth as at Aug 2026 Colliers International Group (TSX:CIGI) Colliers International Group is a global commercial real estate and engineering services company that earns most of its revenue from commercial real estate services at about $3.5b and engineering at about $1.9b, with a growing contribution from its $562 million investment management arm. The clearest tie to the Fast Growing Stocks With High Insider Ownership theme comes from Colliers' capital markets and investment management activities, where property sales, mortgage investment banking and long dated funds can scale as real estate transaction volumes and investor confidence improve, even though these are not the largest revenue lines today. The company's market cap is about CA$7.3b. Colliers International Group provides a mix of fee based capital markets and investment management businesses that are positioned to participate in improving real estate activity, together with more traditional brokerage and engineering income that help support scale. Recent Q2 2026 results showed solid top line growth and management has discussed potential share buybacks alongside continued acquisitions, which supports the growth narrative tied to high insider alignment. At the same time, thin profit margins, reliance on external funding and a rich P/E multiple mean the story depends heavily on earnings meeting existing expectations. If Colliers continues to build recurring fees from perpetual funds and outsourcing contracts while keeping integration risks in check, the reward to risk trade off may merit closer monitoring. Colliers International Group's accelerating fee based businesses could be masking a much bigger shift in its earnings power. Get the full story and potential pressure points in the analyst forecasts for Colli

With euro-area inflation readings staying elevated and markets still expecting further European Central Bank rate hikes, dependable balance sheets are back in the spotlight. Higher borrowing costs make fragile companies more exposed, while resilient businesses with low risk scores can help investors stay invested with greater confidence. This article highlights three stocks from our Low-Risk Leaders screener that aim to provide a steadier way to stay in the market. The three stocks covered below are just a small sample of the opportunities. Our full Low-Risk Leaders screen surfaces 8 more companies that share similarly compelling balance sheets and risk profiles. To identify and analyze those higher-conviction ideas for yourself, head straight to the Low-Risk Leaders screener. Aritzia (TSX:ATZ) Aritzia is a womenswear retailer that designs, develops, and sells apparel and accessories across its own boutiques and digital channels. This fits the Low-Risk Leaders theme through a direct connection between its brand driven model and recurring customer spend. The company generates all of its CA$4.0b or so in revenue from apparel, supported by a broad portfolio of in house brands such as Aritzia, TNA, Wilfred, and Babaton. Aritzia has a market cap of about CA$15.0b, putting it firmly in large cap territory for a North American specialty retailer. Investors looking for a steadier consumer stock may find Aritzia worth a closer look, because the story blends a stable womenswear business with ambitious U.S. expansion and a strengthening digital platform. The company's boutique network and online channels support recurring apparel revenue. Recent earnings and margin trends point to solid cash generation that helps underpin its Low-Risk Leaders profile. At the same time, heavy reliance on further U.S. store openings, higher marketing spend, and complex supply chains means execution errors or weaker demand could hit growth and profitability. The balance of dependable brand driven demand and these expansion risks is where the real opportunity, and the real homework for you, begins. Aritzia's expanding U.S. footprint and growing digital reach can look powerful on paper, yet the real story sits in how expectations are priced in. The analyst forecasts for Aritzia could reveal where that optimism quietly collides with risk.TSX:ATZ Earnings & Revenue Growth as at Aug 2026 OceanaGold (TSX:OGC) OceanaGold is a CA$9.3b gold and copper producer whose appeal for the Low-Risk Leaders theme comes from its producing mines that already generate cash, rather than early stage exploration alone. Revenue is spread across Haile in the U.S. at about $796 million, Macraes in New Zealand at $781 million, Didipio in the Philippines at $549 million, and Waihi at $338 million, which helps diversify production risk while keeping the focus on operating assets. Story Continues For a risk aware investor, OceanaGold can be interesting because the heavy lifting is done by operating mines like Haile and Didipio, which are already supporting strong margins and cash flow. Projects such as Katanning in Australia add potential for future growth without redefining the whole story. You still need to weigh real risks, including ore hardness issues at Haile, weather related disruptions at Didipio, and higher capital needs at Macraes, along with sector wide sensitivity to gold prices. The key consideration is whether the mix of producing assets, disciplined capital returns, and acquisition led pipeline growth leaves enough room for long term reward once you factor in those operational and funding pressures. OceanaGold's mix of cash producing mines and growth projects can look reassuring on the surface, yet the real story is how those operations handle stress. Walk through the analysis report for OceanaGold to see where the next surprise could come from.TSX:OGC Earnings & Revenue History as at Aug 2026 Franco-Nevada (TSX:FNV) Franco-Nevada is a Toronto based royalty and streaming company that collects a share of production from mines instead of owning and operating them, which fits the Low-Risk Leaders theme through lower capital needs and relatively steady cash flows. Around $2.0b of its revenue comes from precious metals, compared with about $223 million from energy and $64 million from other mining, so the business is firmly anchored in gold, silver, and platinum group metal royalties with some added diversification. The company has a market cap of about CA$71.4b, which places Franco-Nevada among the larger resource focused stocks in Canada. Franco-Nevada can appeal if you want exposure to precious metals without taking on full mine operator risk. The royalty model supports high profit margins and a strong balance sheet. Record first half 2026 revenue and cash flow show how higher production and past acquisitions can feed into earnings strength. The catch is that the company still depends heavily on a few key assets and on supportive gold prices, and the stock trades at a premium that leaves less room for disappointment. How that trade off between quality, concentration risk, and valuation stacks up is where the real decision for you begins. Franco-Nevada's royalty engine can look like pure quality, yet the real question is how much growth is already priced in. Walk through the analyst forecasts for Franco-Nevada to see what the market might be missing.TSX:FNV Earnings & Revenue History as at Aug 2026 Seeking Fresh Alternatives Before They Fly Markets move fast and the strongest breakout stories rarely stay under the radar for long. Scan these fresh ideas before momentum is fully caught and consider your options promptly. Spot companies quietly building momentum in digital assets and Web3 infrastructure through the curated 19 cryptocurrency and blockchain stocks before the crowd starts chasing the move. Target cash generative miners that could benefit if gold sentiment improves with the focused 34 elite gold producer stocks

[PBF Energy Refinery Close-up] MichaelRLopez/iStock via Getty Images The Trump administration is discussing plans to shield the U.S. Farm Belt from an expected expansion of waivers of biofuel laws, which is under consideration as a way to ‌cut gasoline prices for motorists, Reuters reported this week. Trump is considering a plan that would increase biofuel quotas for the 2027 calendar year by ~500M gallons to offset any damage caused by the soon-to-be-announced exemptions for smaller refineries, which are expected to roughly double from 990M renewable fuel credits to as many as 1.8B, the report [https://www.reuters.com/business/energy/farm-biofuel-groups-urge-trump-curb-expanded-refinery-exemptions-2026-08-27/] said. During Trump's first term, broad refinery exemptions drew fierce opposition from Midwest farmers and ethanol producers while benefiting and winning support ​from oil refiners, and the issue has returned at a time when the administration has sought to lower fuel costs ahead of the November midterm elections. The prospect of a large expansion of refinery waivers had traders anticipating weaker demand for biofuels, sending prices for renewable fuel credits sharply lower earlier this week [https://seekingalpha.com/news/4636426-us-rin-prices-plunge-after-epa-delays-biofuel-compliance-deadline---reuters]. A coalition of farm and biofuel groups urged Trump to reject any waiver expansion, warning that a surge in ​exemptions for small refineries would hurt rural America by undercutting demand for crops and renewable fuels. "The consequences would be severe and immediate," the groups said in a letter to Trump, warning that excess exemptions could cause biofuel markets to collapse ​and reduce demand for corn and soybean ​oil. Trump is expected to meet [https://www.reuters.com/business/energy/trump-meet-refiners-fuel-retailers-iran-war-pressures-gas-prices-ahead-midterms-2026-08-27/] with U.S. refiners and fuel retailers in the coming week to ​highlight efforts to lower gasoline prices. Potentially relevant stocks include Archer Daniels Midland (ADM [https://seekingalpha.com/symbol/ADM]), Bunge (BG [https://seekingalpha.com/symbol/BG]), Green Plains (GPRE [https://seekingalpha.com/symbol/GPRE]), Gevo (GEVO [https://seekingalpha.com/symbol/GEVO]), Clean Energy Fuels (CLNE [https://seekingalpha.com/symbol/CLNE]), REX American Resources (REX [https://seekingalpha.com/symbol/REX]), Darling Ingredients (DAR [https://seekingalpha.com/symbol/DAR]), FutureFuel (FF [https://seekingalpha.com/symbol/FF]), Valero Energy (VLO [https://seekingalpha.com/symbol/VLO]), Marathon Petroleum (MPC [https://seekingalpha.com/symbol/MPC]), Phillips 66 (PSX [https://seekingalpha.com/symbol/PSX]), HF Sinclair (DINO [https://seekingalpha.com/symbol/DINO]), PBF Energy (PBF [https://seekingalpha.com/symbol/PBF]), Delek US (DK [https://seekingalpha.com/symbol/DK]). ETFs: (CORN [https://seekingalpha.com/symbol/CORN]), (DBA [https://seekingalpha.com/symbol/DBA]), (MOO [https://seekingalpha.com/symbol/MOO]) MORE ON VALERO ENERGY, MARATHON PETROLEUM, AND PBF ENERGY * Valero: Downgrading To Hold, Unsustainable Crack Spreads Create A Challenging Setup [https://seekingalpha.com/article/4938206-valero-downgrading-to-hold-unsustainable-crack-spreads-create-challenging-setup] * Marathon Petroleum: Russian Refined Exports May Be Indefinitely Out Of The Market [https://seekingalpha.com/article/4935163-marathon-petroleum-russian-refined-exports-may-be-indefinitely-out-of-the-market] * PBF Energy: From Ukraine With Love [https://seekingalpha.com/article/4930328-pbf-energy-from-ukraine-with-love]

[PBF Energy Refinery Close-up] MichaelRLopez/iStock via Getty Images The Trump administration is discussing plans to shield the U.S. Farm Belt from an expected expansion of waivers of biofuel laws, which is under consideration as a way to ‌cut gasoline prices for motorists, Reuters reported this week. Trump is considering a plan that would increase biofuel quotas for the 2027 calendar year by ~500M gallons to offset any damage caused by the soon-to-be-announced exemptions for smaller refineries, which are expected to roughly double from 990M renewable fuel credits to as many as 1.8B, the report [https://www.reuters.com/business/energy/farm-biofuel-groups-urge-trump-curb-expanded-refinery-exemptions-2026-08-27/] said. During Trump's first term, broad refinery exemptions drew fierce opposition from Midwest farmers and ethanol producers while benefiting and winning support ​from oil refiners, and the issue has returned at a time when the administration has sought to lower fuel costs ahead of the November midterm elections. The prospect of a large expansion of refinery waivers had traders anticipating weaker demand for biofuels, sending prices for renewable fuel credits sharply lower earlier this week [https://seekingalpha.com/news/4636426-us-rin-prices-plunge-after-epa-delays-biofuel-compliance-deadline---reuters]. A coalition of farm and biofuel groups urged Trump to reject any waiver expansion, warning that a surge in ​exemptions for small refineries would hurt rural America by undercutting demand for crops and renewable fuels. "The consequences would be severe and immediate," the groups said in a letter to Trump, warning that excess exemptions could cause biofuel markets to collapse ​and reduce demand for corn and soybean ​oil. Trump is expected to meet [https://www.reuters.com/business/energy/trump-meet-refiners-fuel-retailers-iran-war-pressures-gas-prices-ahead-midterms-2026-08-27/] with U.S. refiners and fuel retailers in the coming week to ​highlight efforts to lower gasoline prices. Potentially relevant stocks include Archer Daniels Midland (ADM [https://seekingalpha.com/symbol/ADM]), Bunge (BG [https://seekingalpha.com/symbol/BG]), Green Plains (GPRE [https://seekingalpha.com/symbol/GPRE]), Gevo (GEVO [https://seekingalpha.com/symbol/GEVO]), Clean Energy Fuels (CLNE [https://seekingalpha.com/symbol/CLNE]), REX American Resources (REX [https://seekingalpha.com/symbol/REX]), Darling Ingredients (DAR [https://seekingalpha.com/symbol/DAR]), FutureFuel (FF [https://seekingalpha.com/symbol/FF]), Valero Energy (VLO [https://seekingalpha.com/symbol/VLO]), Marathon Petroleum (MPC [https://seekingalpha.com/symbol/MPC]), Phillips 66 (PSX [https://seekingalpha.com/symbol/PSX]), HF Sinclair (DINO [https://seekingalpha.com/symbol/DINO]), PBF Energy (PBF [https://seekingalpha.com/symbol/PBF]), Delek US (DK [https://seekingalpha.com/symbol/DK]). ETFs: (CORN [https://seekingalpha.com/symbol/CORN]), (DBA [https://seekingalpha.com/symbol/DBA]), (MOO [https://seekingalpha.com/symbol/MOO]) MORE ON VALERO ENERGY, MARATHON PETROLEUM, AND PBF ENERGY * Valero: Downgrading To Hold, Unsustainable Crack Spreads Create A Challenging Setup [https://seekingalpha.com/article/4938206-valero-downgrading-to-hold-unsustainable-crack-spreads-create-challenging-setup] * Marathon Petroleum: Russian Refined Exports May Be Indefinitely Out Of The Market [https://seekingalpha.com/article/4935163-marathon-petroleum-russian-refined-exports-may-be-indefinitely-out-of-the-market] * PBF Energy: From Ukraine With Love [https://seekingalpha.com/article/4930328-pbf-energy-from-ukraine-with-love]

Global debt markets are back in focus as the US 10 year yield hovers around the mid 4% range ahead of Jackson Hole. Higher yields can punish weaker balance sheets, yet they often highlight companies that still commit their own capital. This is where fast growing stocks with high insider ownership come in. This article explores three such stocks that align with this theme today. The stocks highlighted below are just a sample, with the full screen surfacing 102 more companies where insiders have meaningful ownership and the growth stories are equally compelling. To identify and analyze the highest conviction ideas that match your risk profile, head straight into the Fast Growing Stocks With High Insider Ownership screener. PDI Gold (ASX:PDI) Overview: PDI Gold is a West African gold explorer and developer focused on turning its 398 km² Kiniéro Gold Project in Guinea into a long life producing asset, with additional exposure to the Bankan project in Guinea and the Nampala mine in Mali. The company's inclusion in the Fast Growing Stocks With High Insider Ownership theme is driven by management's growth focused development plans at Kiniéro, where insider optimism is closely linked to future reserve and production potential rather than a diversified income base. Market Cap: A$4.35 billion Investors considering PDI Gold are weighing a high conviction growth story anchored on the large scale Kiniéro project against meaningful funding and execution risk. Analysts have set out ambitious revenue and earnings forecasts tied to the goal of turning today's exploration and early production efforts into a sizeable West African gold platform. Recent updates on throughput, gold pours and Bankan progress have contributed to optimism around future output. At the same time, the company is still loss making, has a short cash runway and relies heavily on external capital, which raises dilution and balance sheet concerns if project milestones are not met as planned. For investors who are comfortable with higher risk, that combination of insider aligned growth ambitions and real financial pressure may make PDI Gold a candidate for closer consideration. PDI Gold's growth plans at Kiniéro are ambitious, yet the real story is how that upside sits against a short cash runway and funding pressure. Get the full context in the 2 key rewards and 3 important warning signs (2 are major!)ASX:PDI Earnings & Revenue Growth as at Aug 2026 Mesoblast (ASX:MSB) Overview: Mesoblast is a Melbourne based biotech that develops regenerative medicine therapies using mesenchymal lineage cells, with a late stage pipeline led by remestemcel L for severe inflammatory diseases, chronic heart failure and chronic low back pain. Its place in the Fast Growing Stocks With High Insider Ownership screener is driven by these advanced programs, where management and analysts see significant growth potential if Phase III trials and regulatory plans translate into broader approvals and higher usage. Story Continues Market Cap: A$3.19 billion Mesoblast gives you a pure play on late stage cell therapies, with Ryoncil already FDA approved for pediatric steroid refractory acute GvHD and a pipeline that management and analysts link to strong future growth if key programs land. The Ryoncil rollout, expanding into more treatment centers with broad US insurance coverage, shows how commercial traction could build if adult and Duchenne indications follow. At the same time, the company is still absorbing heavy development and commercialization costs and relies on external funding, so setbacks in pivotal trials or reimbursement would matter. For investors who can tolerate biotech risk, the mix of a growing commercial footprint, optimistic long term forecasts and meaningful execution hurdles may make Mesoblast a stock worth a closer look. Mesoblast's late stage cell therapy story is accelerating, yet most investors still treat it as a simple binary bet. Get the full analyst forecasts for Mesoblast and see what the current forecasts might be missing.ASX:MSB Earnings & Revenue Growth as at Aug 2026 Lindian Resources (ASX:LIN) Overview: Lindian Resources is a Perth based explorer focused on the Kangankunde Rare Earths project in Malawi, a flagship asset aimed at supplying rare earths used in magnets for EVs and wind turbines, while also holding earlier stage gold and bauxite interests across Africa and Australia. Its direct link to the Fast Growing Stocks With High Insider Ownership screener comes from this growth oriented rare earths exposure, where optimistic expectations are anchored on bringing Kangankunde into production rather than on its smaller, diversified exploration portfolio. Market Cap: A$1.42 billion Lindian Resources is drawing attention because Kangankunde offers a pure play entry into rare earths at a time when demand for EV and wind turbine magnets is in focus, with forecasts that first production in Q4 2026 will be an important milestone. The potential upside relates to more than the deposit itself, with ownership of the SARECO processing facility in Kazakhstan and a Singapore sales hub hinting at a full value chain from mine to processed product. Set against that are real risks, including current losses, heavy reliance on external funding and shareholder dilution, as well as a young management team and board. Investors seeking exposure to rare earths and who can tolerate single asset and governance risk may find Lindian Resources worth a closer look. Lindian Resources is racing to build a rare earths value chain from Malawi to Kazakhstan, yet the real story is how expectations line up with execution. Check the analyst forecasts for Lindian Resources to see what the current forecasts might be hinting at but not fully revealing.ASX:LIN Earnings & Revenue Growth as at Aug 2026 Seeking Fresh Alternatives Before They Fly Some stocks are already showing breakout momentum, while others are still under the radar. Consider exploring oppo

Global debt markets are back in focus as the US 10 year yield hovers around the mid 4% range ahead of Jackson Hole. Higher yields can punish weaker balance sheets, yet they often highlight companies that still commit their own capital. This is where fast growing stocks with high insider ownership come in. This article explores three such stocks that align with this theme today. The stocks highlighted below are just a sample, with the full screen surfacing 102 more companies where insiders have meaningful ownership and the growth stories are equally compelling. To identify and analyze the highest conviction ideas that match your risk profile, head straight into the Fast Growing Stocks With High Insider Ownership screener. PDI Gold (ASX:PDI) Overview: PDI Gold is a West African gold explorer and developer focused on turning its 398 km² Kiniéro Gold Project in Guinea into a long life producing asset, with additional exposure to the Bankan project in Guinea and the Nampala mine in Mali. The company's inclusion in the Fast Growing Stocks With High Insider Ownership theme is driven by management's growth focused development plans at Kiniéro, where insider optimism is closely linked to future reserve and production potential rather than a diversified income base. Market Cap: A$4.35 billion Investors considering PDI Gold are weighing a high conviction growth story anchored on the large scale Kiniéro project against meaningful funding and execution risk. Analysts have set out ambitious revenue and earnings forecasts tied to the goal of turning today's exploration and early production efforts into a sizeable West African gold platform. Recent updates on throughput, gold pours and Bankan progress have contributed to optimism around future output. At the same time, the company is still loss making, has a short cash runway and relies heavily on external capital, which raises dilution and balance sheet concerns if project milestones are not met as planned. For investors who are comfortable with higher risk, that combination of insider aligned growth ambitions and real financial pressure may make PDI Gold a candidate for closer consideration. PDI Gold's growth plans at Kiniéro are ambitious, yet the real story is how that upside sits against a short cash runway and funding pressure. Get the full context in the 2 key rewards and 3 important warning signs (2 are major!)ASX:PDI Earnings & Revenue Growth as at Aug 2026 Mesoblast (ASX:MSB) Overview: Mesoblast is a Melbourne based biotech that develops regenerative medicine therapies using mesenchymal lineage cells, with a late stage pipeline led by remestemcel L for severe inflammatory diseases, chronic heart failure and chronic low back pain. Its place in the Fast Growing Stocks With High Insider Ownership screener is driven by these advanced programs, where management and analysts see significant growth potential if Phase III trials and regulatory plans translate into broader approvals and higher usage. Story Continues Market Cap: A$3.19 billion Mesoblast gives you a pure play on late stage cell therapies, with Ryoncil already FDA approved for pediatric steroid refractory acute GvHD and a pipeline that management and analysts link to strong future growth if key programs land. The Ryoncil rollout, expanding into more treatment centers with broad US insurance coverage, shows how commercial traction could build if adult and Duchenne indications follow. At the same time, the company is still absorbing heavy development and commercialization costs and relies on external funding, so setbacks in pivotal trials or reimbursement would matter. For investors who can tolerate biotech risk, the mix of a growing commercial footprint, optimistic long term forecasts and meaningful execution hurdles may make Mesoblast a stock worth a closer look. Mesoblast's late stage cell therapy story is accelerating, yet most investors still treat it as a simple binary bet. Get the full analyst forecasts for Mesoblast and see what the current forecasts might be missing.ASX:MSB Earnings & Revenue Growth as at Aug 2026 Lindian Resources (ASX:LIN) Overview: Lindian Resources is a Perth based explorer focused on the Kangankunde Rare Earths project in Malawi, a flagship asset aimed at supplying rare earths used in magnets for EVs and wind turbines, while also holding earlier stage gold and bauxite interests across Africa and Australia. Its direct link to the Fast Growing Stocks With High Insider Ownership screener comes from this growth oriented rare earths exposure, where optimistic expectations are anchored on bringing Kangankunde into production rather than on its smaller, diversified exploration portfolio. Market Cap: A$1.42 billion Lindian Resources is drawing attention because Kangankunde offers a pure play entry into rare earths at a time when demand for EV and wind turbine magnets is in focus, with forecasts that first production in Q4 2026 will be an important milestone. The potential upside relates to more than the deposit itself, with ownership of the SARECO processing facility in Kazakhstan and a Singapore sales hub hinting at a full value chain from mine to processed product. Set against that are real risks, including current losses, heavy reliance on external funding and shareholder dilution, as well as a young management team and board. Investors seeking exposure to rare earths and who can tolerate single asset and governance risk may find Lindian Resources worth a closer look. Lindian Resources is racing to build a rare earths value chain from Malawi to Kazakhstan, yet the real story is how expectations line up with execution. Check the analyst forecasts for Lindian Resources to see what the current forecasts might be hinting at but not fully revealing.ASX:LIN Earnings & Revenue Growth as at Aug 2026 Seeking Fresh Alternatives Before They Fly Some stocks are already showing breakout momentum, while others are still under the radar. Consider exploring oppo

Perseus Mining Limited recently reported full-year results to 30 June 2026, with sales of US$1.48 billion and net income of US$428.24 million, alongside announcing a A$0.09 per share ordinary dividend for the half-year and a new A$350 million share buyback program of up to 66,000,000 shares. These results came with a sharp uplift in declared capital returns and a sizeable 40% increase in group ore reserves to 7.0 Moz, reshaping how the company balances reinvestment in growth projects with direct cash returns to shareholders. Next, we'll examine how the stronger dividend and expanded buyback program may influence Perseus Mining's existing investment narrative and outlook. Outshine the giants: these 18 early-stage AI stocks could fund your retirement. Perseus Mining Investment Narrative Recap To own Perseus Mining today, you need to be comfortable with a gold producer whose fortunes are closely tied to gold prices and cost control, while relying on West African and Tanzanian operations and long term projects like Nyanzaga and CMA Underground. The latest result and capital return upgrades do not change the most important near term catalyst, which is timely delivery of Nyanzaga, nor the key risk of a sharp gold price pullback. The newly expanded A$350 million buyback, on top of the A$0.09 per share dividend, matters because it directly links Perseus's stronger cash generation to shareholder returns, at the same time as ore reserves have risen 40% to 7.0 Moz. For investors watching project execution and political risk, this buyback sits alongside Nyanzaga's progress as a key factor in how much of that cash ultimately flows back to them. Yet against these positives, investors should still be aware of the risk that a sudden step down in gold prices could... Read the full narrative on Perseus Mining (it's free!) Perseus Mining's narrative projects $2.6 billion revenue and $703.6 million earnings by 2029. This requires 27.4% yearly revenue growth and an earnings increase of about $347.5 million from $356.1 million today. Uncover how Perseus Mining's forecasts yield a A$5.99 fair value, a 11% downside to its current price. Exploring Other PerspectivesASX:PRU 1-Year Stock Price Chart Some of the lowest analysts were already cautious, assuming revenue of about US$2.6 billion and earnings near US$509 million by 2029, and they treat political and environmental cost risks far more harshly than consensus. The latest dividend and buyback news could challenge those views, but it is a reminder that your own outlook might differ widely from theirs, and it is worth exploring how your expectations compare with both the upbeat and the more pessimistic cases. Story Continues Explore 7 other fair value estimates on Perseus Mining - why the stock might be worth 33% less than the current price! Form Your Own Verdict Disagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts. A great starting point for your Perseus Mining research is our analysis highlighting 3 key rewards that could impact your investment decision. Our free Perseus Mining research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Perseus Mining's overall financial health at a glance. Curious About Other Options? Every day counts. These free picks are already gaining attention. See them before the crowd does: Uncover the next big thing with 54 elite penny stocks that balance risk and reward. This technology could replace computers: discover 24 stocks that are working to make quantum computing a reality. Find 13 companies with promising cash flow potential yet trading below their fair value. 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 PRU.AX. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com View Comments

* Harmony Gold Mining press release (HMY [https://seekingalpha.com/symbol/HMY]): FY Non-GAAP EPS of R42.99. * Group revenue up 34% to R99,238 million (US$5,876 million) from R73,896 million (US$4,071 million) * GOLD • Achieved production guidance for the 11th consecutive year, and cost and grade guidance met for the financial year • Group gold production of 44 464kg (1 429 551oz), down 3%, in line with guidance • Achieved underground recovered grade of 5.83g/t, above guidance • All-in sustaining cost (AISC) increased by 13% to R1 191 698/kg (US$2 195/oz), in line with guidance • Average gold price received up 35% to R2 069 710/kg (US$3 811/oz) * COPPER • Achieved production of 18 207 tonnes from CSA mine, towards the upper end of guidance • Recovered grade of 3.75%, well above guidance • C1 cash cost of US$2.47/lb, well below guidance. [https://static.seekingalpha.com/uploads/2026/8/27/saupload_Screenshot_2026-08-27_135624.png] MORE ON HARMONY GOLD MINING * Harmony Gold Mining: A Copper Pioneer By Capitalizing On The Gold Tailwind (Reaffirming Buy) [https://seekingalpha.com/article/4939502-harmony-gold-mining-stock-copper-pioneer-by-capitalizing-gold-tailwind-buy] * Harmony Gold: Diversifying Intelligently, And Effectively [https://seekingalpha.com/article/4930944-harmony-gold-diversifying-intelligently-and-effectively] * Harmony Gold Mining FY 2026 Earnings Preview [https://seekingalpha.com/news/4637033-harmony-gold-mining-fy-2026-earnings-preview] * Harmony Gold sees higher full-year earnings as rising metal prices boost revenue [https://seekingalpha.com/news/4635885-harmony-gold-sees-higher-full-year-earnings-as-rising-metal-prices-boost-revenue] * Seeking Alpha’s Quant Rating on Harmony Gold Mining [https://seekingalpha.com/symbol/HMY/ratings/quant-ratings]

Perseus Mining (ASX:PRU) released updated mineral resource and ore reserve estimates, showing substantial growth in both categories compared with last year. The new figures point to a larger inventory of mineralised material that can potentially support future mine planning and production schedules. The update is a material development for Perseus Mining, with implications for asset life, capital allocation, and how investors may assess the stock. This kind of resource and reserve shift can reshape how the whole gold sector is viewed, so it is worth comparing Perseus Mining with a wider group of gold stocks via 32 elite gold producer stocks.ASX:PRU Earnings & Revenue Growth as at Aug 2026 Perseus Mining is an A$8.9b gold producer that explores, develops, and operates projects across Ghana, Côte d'Ivoire, Tanzania, and Sudan. Changes to its resource and reserve base therefore relate to assets spread across multiple African jurisdictions rather than a single mine. 3 things going right for Perseus Mining that this headline doesn't cover. Perseus Mining's larger reserve base reinforces a cash-return narrative The Perseus Mining Narrative is that strong projects and balance sheet support both growth projects and consistent cash returns. A bigger resource and reserve base feeds directly into that story because it influences how sustainable those cash flows might be. "Strong operating cash flow generation and a rapidly strengthening balance sheet, with no undrawn debt and a net cash position, gives Perseus ample optionality for both growth investments and increasing shareholder returns... Read the full Perseus Mining narrative to see the case behind these numbers The 37% uplift in Measured and Indicated resources and 40% uplift in Proved and Probable reserves speak directly to a key risk analysts flagged, which was long term reserve replacement. For a producer that already reports US$1,483.91 million of sales and US$428.24 million of net income, this update helps connect today's earnings power with longer term mine life. Set alongside the A$350 million buyback and a A$0.09 dividend, Perseus Mining is leaning into the Narrative of using a strong balance sheet for both growth and capital returns. The tension for investors is execution risk across multiple African jurisdictions, especially as projects like Nyanzaga and CMA Underground progress and as peers such as Northern Star or Evolution focus on more concentrated portfolios. A clear Narrative helps you decide whether news like resource upgrades and buybacks at Perseus Mining strengthens the investment case or simply keeps it ticking over, and that lens is what turns headlines into actual portfolio decisions. To ensure you're always in the loop on how the latest news impacts the investment narrative for Perseus Mining, head to the community page for Perseus Mining to never miss an update on the top community narratives. Story Continues 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 PRU.AX. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com View Comments

Silver price (XAG/USD) rises after posting losses in the previous day, trading around $69.10 per troy ounce during the Asian hours on Thursday. Investors are closely tuning into Federal Reserve (Fed) Chair Kevin Warsh’s upcoming speech at the annual Jackson Hole symposium on Friday.

Silver price (XAG/USD) rises after posting losses in the previous day, trading around $69.10 per troy ounce during the Asian hours on Thursday. Investors are closely tuning into Federal Reserve (Fed) Chair Kevin Warsh’s upcoming speech at the annual Jackson Hole symposium on Friday.

With central banks in several regions still pricing in tighter policy as they watch inflation and growth data, plenty of investors are looking down the market cap spectrum for ideas that do not rely on cheap money to work. That is where the Financially Fit Penny Stocks screener comes in. It filters for lower priced stocks with healthier balance sheets. This article highlights three of the most interesting options from that list. The three stocks below are just a starting sample from this Financially Fit Penny Stocks idea. The full screen surfaced 401 more companies with similarly financially focused stories that are not covered here. To identify and analyze your own high conviction setups, head straight into the Financially Fit Penny Stocks screener Alkane Resources (ASX:ALK) Overview: Alkane Resources is a gold producer and explorer focused on the Tomingley Gold Project in New South Wales, backed up by additional gold, copper, nickel, zinc and silver exploration and investments in junior mining companies. For a sub A$5 stock, that Tomingley production base is the practical anchor that helps support Alkane Resources' position as a financially fit penny stock rather than a purely speculative explorer. Operations: Alkane Resources generates around A$417 million of revenue from Tomingley, with additional contributions of about A$270 million from Costerfield and A$249 million from Bjorkdal, all reported within Australia. Market Cap: A$2.71 billion Alkane Resources provides something many penny stocks lack: a producing gold platform at Tomingley that supports cash generation, now combined with the higher grade Costerfield and long-life Bjorkdal mines after the Mandalay merger. Recent results include very high grade gold antimony hits at Costerfield and record FY26 profit of A$228.7 million, alongside a maiden dividend and a A$50 million buyback, which together indicate a business confident enough in its balance sheet to return capital. The catch is a more complex, higher cost three mine portfolio and reliance on external funding sources, plus a very large long term Boda Kaiser build ahead. For investors who want a financially fit, sub A$5 gold producer with real projects to research further, Alkane Resources may warrant a closer look. Alkane Resources now combines a producing gold base with fresh high grade Costerfield hits and capital returns. To see how that mix of production, growth projects and funding needs fits together, review the analysis report for Alkane Resources Story Continues ASX:ALK Earnings & Revenue History as at Aug 2026 Sigma Healthcare (ASX:SIG) Overview: Sigma Healthcare is a long established Australian pharmacy group that runs a national wholesale and distribution network supplying medicines and health products to community pharmacies, including logistics services for major pharmacy retailers, alongside franchised retail brands such as Chemist Warehouse, Amcal and Discount Drug Stores and online channels. That wholesale and logistics engine is the clearest link to the Financially Fit Penny Stocks theme because it provides a consistent, cash focused backbone that supports its franchise network and broader healthcare services. Operations: Sigma Healthcare generates about A$9.5b of revenue from its Healthcare segment, with roughly A$9.2b earned in Australia and around A$390 million from international markets. Market Cap: A$32.7b Investors looking at Sigma Healthcare are really looking at the strength and durability of its wholesale and logistics arm, which feeds a large volume of medicines into pharmacies across Australia and underpins the wider franchise system. Earnings have grown in recent years, while profit margins have moved from 11.5% to 6.3%, which raises questions about cost pressure and pricing power. Combined with a rich P/E, reliance on external funding and a relatively inexperienced board, this presents a mix of solid cash generation alongside governance and valuation risk. The recent decision to walk away from a large Boots UK deal also provides insight into how management is approaching capital discipline, although the full picture is more nuanced than that headline suggests. Sigma Healthcare's cash heavy wholesale engine and pharmacy footprint point to a story that many investors may not be pricing in. To see how growth expectations compare with that rich P/E and board experience, review the analyst forecasts for Sigma HealthcareASX:SIG P/E Ratio as at Aug 2026 Mesoblast (ASX:MSB) Overview: Mesoblast is a Melbourne based biotech that develops regenerative medicine treatments using mesenchymal lineage cells, with its lead therapy remestemcel L in late stage trials for severe inflammatory and cardiovascular conditions such as steroid refractory acute graft versus host disease, inflammatory bowel disease, chronic heart failure and chronic low back pain. That focus on late stage cell therapies with significant medical and financial risk is the clearest link to the Financially Fit Penny Stocks theme, giving investors exposure to potential upside in a smaller company that already has a defined product platform and partnerships rather than a broad early stage research pipeline. Operations: Mesoblast currently generates about US$65 million from the development and commercialization of its cell technology platform. Market Cap: A$3.1b Mesoblast provides direct exposure to late stage cell therapies through remestemcel L and related products, with the company already reporting Ryoncil sales, holding over 1,100 patents and progressing multiple Phase III programs in areas such as chronic low back pain and heart failure. At the same time, Mesoblast remains loss making and relies on external funding, so trial setbacks, regulatory delays or slower than expected uptake could affect the balance sheet and require additional capital raising. Recent milestones such as completing patient treatment in the pivotal back pain trial and drawing a new debt facility i

With central banks in several regions still pricing in tighter policy as they watch inflation and growth data, plenty of investors are looking down the market cap spectrum for ideas that do not rely on cheap money to work. That is where the Financially Fit Penny Stocks screener comes in. It filters for lower priced stocks with healthier balance sheets. This article highlights three of the most interesting options from that list. The three stocks below are just a starting sample from this Financially Fit Penny Stocks idea. The full screen surfaced 401 more companies with similarly financially focused stories that are not covered here. To identify and analyze your own high conviction setups, head straight into the Financially Fit Penny Stocks screener Alkane Resources (ASX:ALK) Overview: Alkane Resources is a gold producer and explorer focused on the Tomingley Gold Project in New South Wales, backed up by additional gold, copper, nickel, zinc and silver exploration and investments in junior mining companies. For a sub A$5 stock, that Tomingley production base is the practical anchor that helps support Alkane Resources' position as a financially fit penny stock rather than a purely speculative explorer. Operations: Alkane Resources generates around A$417 million of revenue from Tomingley, with additional contributions of about A$270 million from Costerfield and A$249 million from Bjorkdal, all reported within Australia. Market Cap: A$2.71 billion Alkane Resources provides something many penny stocks lack: a producing gold platform at Tomingley that supports cash generation, now combined with the higher grade Costerfield and long-life Bjorkdal mines after the Mandalay merger. Recent results include very high grade gold antimony hits at Costerfield and record FY26 profit of A$228.7 million, alongside a maiden dividend and a A$50 million buyback, which together indicate a business confident enough in its balance sheet to return capital. The catch is a more complex, higher cost three mine portfolio and reliance on external funding sources, plus a very large long term Boda Kaiser build ahead. For investors who want a financially fit, sub A$5 gold producer with real projects to research further, Alkane Resources may warrant a closer look. Alkane Resources now combines a producing gold base with fresh high grade Costerfield hits and capital returns. To see how that mix of production, growth projects and funding needs fits together, review the analysis report for Alkane Resources Story Continues ASX:ALK Earnings & Revenue History as at Aug 2026 Sigma Healthcare (ASX:SIG) Overview: Sigma Healthcare is a long established Australian pharmacy group that runs a national wholesale and distribution network supplying medicines and health products to community pharmacies, including logistics services for major pharmacy retailers, alongside franchised retail brands such as Chemist Warehouse, Amcal and Discount Drug Stores and online channels. That wholesale and logistics engine is the clearest link to the Financially Fit Penny Stocks theme because it provides a consistent, cash focused backbone that supports its franchise network and broader healthcare services. Operations: Sigma Healthcare generates about A$9.5b of revenue from its Healthcare segment, with roughly A$9.2b earned in Australia and around A$390 million from international markets. Market Cap: A$32.7b Investors looking at Sigma Healthcare are really looking at the strength and durability of its wholesale and logistics arm, which feeds a large volume of medicines into pharmacies across Australia and underpins the wider franchise system. Earnings have grown in recent years, while profit margins have moved from 11.5% to 6.3%, which raises questions about cost pressure and pricing power. Combined with a rich P/E, reliance on external funding and a relatively inexperienced board, this presents a mix of solid cash generation alongside governance and valuation risk. The recent decision to walk away from a large Boots UK deal also provides insight into how management is approaching capital discipline, although the full picture is more nuanced than that headline suggests. Sigma Healthcare's cash heavy wholesale engine and pharmacy footprint point to a story that many investors may not be pricing in. To see how growth expectations compare with that rich P/E and board experience, review the analyst forecasts for Sigma HealthcareASX:SIG P/E Ratio as at Aug 2026 Mesoblast (ASX:MSB) Overview: Mesoblast is a Melbourne based biotech that develops regenerative medicine treatments using mesenchymal lineage cells, with its lead therapy remestemcel L in late stage trials for severe inflammatory and cardiovascular conditions such as steroid refractory acute graft versus host disease, inflammatory bowel disease, chronic heart failure and chronic low back pain. That focus on late stage cell therapies with significant medical and financial risk is the clearest link to the Financially Fit Penny Stocks theme, giving investors exposure to potential upside in a smaller company that already has a defined product platform and partnerships rather than a broad early stage research pipeline. Operations: Mesoblast currently generates about US$65 million from the development and commercialization of its cell technology platform. Market Cap: A$3.1b Mesoblast provides direct exposure to late stage cell therapies through remestemcel L and related products, with the company already reporting Ryoncil sales, holding over 1,100 patents and progressing multiple Phase III programs in areas such as chronic low back pain and heart failure. At the same time, Mesoblast remains loss making and relies on external funding, so trial setbacks, regulatory delays or slower than expected uptake could affect the balance sheet and require additional capital raising. Recent milestones such as completing patient treatment in the pivotal back pain trial and drawing a new debt facility i

This article first appeared on GuruFocus. Revenue: AUD304 million, up 71% year-over-year. Average Realized Price: AUD70 per pound of U3O8. Gross Profit: AUD52 million. Operating Cash Flow: Positive AUD37.7 million. Net Loss After Tax: Improved to AUD9.1 million. Cash and Investments: AUD265 million at end of FY26. Revolving Credit Facility: Undrawn AUD70 million (US). Production (Langer Heinrich Mine): 4.82 million pounds of U3O8, at the top end of revised guidance. Sales Volume: 4.35 million pounds of U3O8. Safety Performance: Group TRIFR of 3.2 for FY26. Warning! GuruFocus has detected 3 Warning Signs with PALAF. Is PALAF fairly valued? Test your thesis with our free DCF calculator. Release Date: August 26, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points Successfully completed the ramp-up of Langer Heinrich mine, achieving annual production of 4.82 million pounds of U3O8, at the top end of the increased guidance range. Substantial improvement in financial performance with revenue up 71% to AUD304 million, gross profit of AUD52 million, and positive operating cash flow of AUD37.7 million. Strong balance sheet with AUD265 million in cash and investments, plus an undrawn AUD70 million revolving credit facility, providing flexibility for growth investments. Advanced the Patterson Lake South (PLS) project with environmental impact approval, licensing progress, and the Atlas discovery, highlighting growth potential. Positive outlook on uranium market fundamentals, with utilities shifting to a 'just-in-case' approach, driving long-term demand and potential for higher prices. Strong safety performance with a low group TRIFR of 3.2, reflecting commitment to operational excellence. Negative Points Net loss after tax of AUD9.1 million, though improved, indicates ongoing profitability challenges. Small downgrade in Langer Heinrich in-situ reserves due to ore depletion, write-down of energy tree stockpile, and sterilization from TSF6 placement. PLS project still requires significant pre-construction spending, with funding options not yet finalized and a long lead time for project financing. Uncertainty around the timing and terms of the 400,000 pound uranium loan, with partial repayment expected but no fixed schedule. Operational risks remain, including the need for TSF1 relocation to access F pits, which is complex and requires careful management. Uranium market activity is seasonally quiet, and the gap between term and spot prices may need to narrow, creating potential volatility. Story Continues Q & A Highlights Q: What should investors expect from the upcoming Investor Day, and what is the preferred funding pathway for the Patterson Lake South (PLS) project?A: CEO Paul Hemburrow stated the focus will be on PLS, providing insight into key milestones achieved and upcoming growth opportunities from exploration. CFO Anna Sudlow added that while the project is economically strong, the company is focused on retaining flexibility. The initial priority is ensuring project financing remains an option, as it is the longest lead transaction, and they are seeking indications from debt financiers on ticket size and offtake book structure. Q: Can you provide an update on the uranium market, specifically regarding term prices, spot prices, and utility buying behavior?A: The Commercial Officer noted that despite the quiet Northern Hemisphere summer, there have been numerous inquiries and RFPs for term supply. The delta between term and spot prices is expected to narrow, with term prices not coming down. Utilities are adopting a "just-in-case" rather than "just-in-time" approach, seeking supply well into the late 2030s due to supply-demand deficits and geopolitical developments involving the US, China, India, and Russia. Q: What caused the small downgrade in the Langer Heinrich in-situ reserve, and is it related to the TSF6 placement?A: CEO Paul Hemburrow clarified that the depletion is a combination of three factors: ore depletion from mining, a write-down of the energy tree stockpile, and a very small amount from TSF6. The TSF6 component, caused by the western wall that sterilizes a small amount on the northern and southern sides, is very small in comparison. Q: What progress has been made with the Metis Nation and other First Nations groups regarding native title at PLS?A: CEO Paul Hemburrow reported that engagement with the remaining First Nations groups is constructive and positive. Conversations are progressing as expected, and he hopes to conclude negotiations in the not-too-distant future, benefiting both Paladin and the MADI and Bursonaros groups. Q: What is the pre-FID spend committed for FY27 and FY28 for PLS, and how much of the AUD170 million from the September cap raise remains?A: CFO Anna Sudlow noted that development spend was around AUD19 million to the end of the financial year. She did not specifically call out CY27 and CY28 profiles but referred to the reconciliation provided in the MD&A released that day. She confirmed the pre-construction cost sits outside the AUD1.2 billion CapEx figure. Q: How frequently does the company rerun economic testing on Langer Heinrich elements, such as the TSF1 relocation and low-grade stockpile treatment?A: CFO Anna Sudlow explained that it is a continual process involving a range of assumptions around pricing mechanisms. The company conducts a formal annual process with the board to approve forward-looking financial assumptions and performs periodic evaluations of the life-of-mine plan that drives those economics. Q: What is the plan for the 400,000-pound loan, with 200,000 pounds due this quarter? Will it be renewed, replaced, or repaid?A: The Commercial Officer stated that the facility will essentially be extended, with another maturing in the March quarter. The intention is to repay part of the loans, but timing depends on shipping schedules and delivery obligations

This article first appeared on GuruFocus. Revenue: AUD304 million, up 71% year-over-year. Average Realized Price: AUD70 per pound of U3O8. Gross Profit: AUD52 million. Operating Cash Flow: Positive AUD37.7 million. Net Loss After Tax: Improved to AUD9.1 million. Cash and Investments: AUD265 million at end of FY26. Revolving Credit Facility: Undrawn AUD70 million (US). Production (Langer Heinrich Mine): 4.82 million pounds of U3O8, at the top end of revised guidance. Sales Volume: 4.35 million pounds of U3O8. Safety Performance: Group TRIFR of 3.2 for FY26. Warning! GuruFocus has detected 3 Warning Signs with PALAF. Is PALAF fairly valued? Test your thesis with our free DCF calculator. Release Date: August 26, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points Successfully completed the ramp-up of Langer Heinrich mine, achieving annual production of 4.82 million pounds of U3O8, at the top end of the increased guidance range. Substantial improvement in financial performance with revenue up 71% to AUD304 million, gross profit of AUD52 million, and positive operating cash flow of AUD37.7 million. Strong balance sheet with AUD265 million in cash and investments, plus an undrawn AUD70 million revolving credit facility, providing flexibility for growth investments. Advanced the Patterson Lake South (PLS) project with environmental impact approval, licensing progress, and the Atlas discovery, highlighting growth potential. Positive outlook on uranium market fundamentals, with utilities shifting to a 'just-in-case' approach, driving long-term demand and potential for higher prices. Strong safety performance with a low group TRIFR of 3.2, reflecting commitment to operational excellence. Negative Points Net loss after tax of AUD9.1 million, though improved, indicates ongoing profitability challenges. Small downgrade in Langer Heinrich in-situ reserves due to ore depletion, write-down of energy tree stockpile, and sterilization from TSF6 placement. PLS project still requires significant pre-construction spending, with funding options not yet finalized and a long lead time for project financing. Uncertainty around the timing and terms of the 400,000 pound uranium loan, with partial repayment expected but no fixed schedule. Operational risks remain, including the need for TSF1 relocation to access F pits, which is complex and requires careful management. Uranium market activity is seasonally quiet, and the gap between term and spot prices may need to narrow, creating potential volatility. Story Continues Q & A Highlights Q: What should investors expect from the upcoming Investor Day, and what is the preferred funding pathway for the Patterson Lake South (PLS) project?A: CEO Paul Hemburrow stated the focus will be on PLS, providing insight into key milestones achieved and upcoming growth opportunities from exploration. CFO Anna Sudlow added that while the project is economically strong, the company is focused on retaining flexibility. The initial priority is ensuring project financing remains an option, as it is the longest lead transaction, and they are seeking indications from debt financiers on ticket size and offtake book structure. Q: Can you provide an update on the uranium market, specifically regarding term prices, spot prices, and utility buying behavior?A: The Commercial Officer noted that despite the quiet Northern Hemisphere summer, there have been numerous inquiries and RFPs for term supply. The delta between term and spot prices is expected to narrow, with term prices not coming down. Utilities are adopting a "just-in-case" rather than "just-in-time" approach, seeking supply well into the late 2030s due to supply-demand deficits and geopolitical developments involving the US, China, India, and Russia. Q: What caused the small downgrade in the Langer Heinrich in-situ reserve, and is it related to the TSF6 placement?A: CEO Paul Hemburrow clarified that the depletion is a combination of three factors: ore depletion from mining, a write-down of the energy tree stockpile, and a very small amount from TSF6. The TSF6 component, caused by the western wall that sterilizes a small amount on the northern and southern sides, is very small in comparison. Q: What progress has been made with the Metis Nation and other First Nations groups regarding native title at PLS?A: CEO Paul Hemburrow reported that engagement with the remaining First Nations groups is constructive and positive. Conversations are progressing as expected, and he hopes to conclude negotiations in the not-too-distant future, benefiting both Paladin and the MADI and Bursonaros groups. Q: What is the pre-FID spend committed for FY27 and FY28 for PLS, and how much of the AUD170 million from the September cap raise remains?A: CFO Anna Sudlow noted that development spend was around AUD19 million to the end of the financial year. She did not specifically call out CY27 and CY28 profiles but referred to the reconciliation provided in the MD&A released that day. She confirmed the pre-construction cost sits outside the AUD1.2 billion CapEx figure. Q: How frequently does the company rerun economic testing on Langer Heinrich elements, such as the TSF1 relocation and low-grade stockpile treatment?A: CFO Anna Sudlow explained that it is a continual process involving a range of assumptions around pricing mechanisms. The company conducts a formal annual process with the board to approve forward-looking financial assumptions and performs periodic evaluations of the life-of-mine plan that drives those economics. Q: What is the plan for the 400,000-pound loan, with 200,000 pounds due this quarter? Will it be renewed, replaced, or repaid?A: The Commercial Officer stated that the facility will essentially be extended, with another maturing in the March quarter. The intention is to repay part of the loans, but timing depends on shipping schedules and delivery obligations

Agnico Eagle Mines (AEM) has agreed to acquire 53,420,000 units of Radisson Mining Resources through a non brokered private placement. This move gives Agnico Eagle direct exposure to Radisson's exploration projects and related future financing activities. The Radisson stake comes at a time when Agnico Eagle Mines' share price has moved sharply, with the stock up 54.42% on a 1 month share price return and 31.48% year to date. Its 1 year total shareholder return of 61.96% and very large 3 year and 5 year total shareholder returns suggest powerful longer term momentum. Scan more gold producers showing strong price moves and focused expansion by reviewing the hand picked 32 elite gold producer stocks that share similarities with the latest deal by Agnico Eagle Mines. Agnico Eagle Mines has produced very strong shareholder returns and is now leaning further into gold exploration through Radisson. The business looks powerful. The open question is whether the current share price still reflects fair value. Most Popular Narrative: 99.8% Undervalued The most followed narrative on Agnico Eagle Mines places fair value far above the last close of $224.11, which creates a huge valuation gap that this narrative treats as an opportunity rather than an error. With gold hovering near record highs, a massive structural shift is quietly playing out in the Abitibi greenstone belt that the broader market has completely failed to price in. If you are holding Agnico Eagle ($AEM) or hunting for the ultimate asymmetric micro-cap play, you need to look at the cold engineering reality currently facing the Canadian Malartic complex, and the tiny junior right next door that holds the key to fixing it: Renforth Resources (CSE: RFR | OTCQB: RFHRF). Read the complete narrative. The fair value in this narrative leans heavily on strong current profit margins, rapid recent earnings growth and a rich valuation multiple that assumes those economics persist. This raises the question of which operating assumptions and discount rate would need to hold to justify such a large gap to today's $224.11 price, and how much of that story depends on Agnico Eagle Mines using its balance sheet to address regional production bottlenecks near Canadian Malartic. Result: Fair Value of $123,914.00 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this narrative could be derailed if Agnico Eagle Mines reassesses its production plans at Canadian Malartic, or if regulatory timelines around regional permits stretch out. Story Continues Find out about the key risks to this Agnico Eagle Mines narrative. Another View: SWS DCF Model Challenges The Narrative While the popular narrative argues that Agnico Eagle Mines is deeply undervalued, the SWS DCF model points the other way. On this view, AEM at $224.11 trades above an estimated future cash flow value of $151.92, which implies the stock is expensive rather than cheap. Which story do you think fits the cash flows better? Look into how the SWS DCF model arrives at its fair value.AEM Discounted Cash Flow as at Aug 2026 Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out Agnico Eagle Mines for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover 49 high quality undervalued stocks. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity. Next Steps If this mix of confidence and caution around Agnico Eagle Mines feels familiar, treat it as your prompt to review the numbers yourself and act while sentiment is still forming. To see how the positives and concerns balance out, start with the 2 key rewards and 1 important warning sign. Looking for more investment ideas beyond Agnico Eagle Mines? If you like the story around Agnico Eagle Mines, do not stop there. Use the Simply Wall St screener to uncover other opportunities that fit your style. Target reliable income by reviewing a hand picked set of potential income ideas through the 12 dividend fortresses. Hunt for potential value opportunities by scanning the 49 high quality undervalued stocks that combine quality fundamentals with attractive pricing signals. Prioritise resilience by focusing on companies with sturdy finances in the list of solid balance sheet and fundamentals (51 results). 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 AEM. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com View Comments

* West Red Lake Gold Mines Ltd. press release [https://seekingalpha.com/pr/20630028-west-red-lake-gold-reports-q2-2026-results-including-51-percent-increase-in-gold-production] (WRLGF [https://seekingalpha.com/symbol/WRLGF]): Q2 Non-GAAP EPS of C$0.03. * Revenue of C$49.04M (+17.4% Y/Y). * Gold production increased 51% to 8,576 ounces, compared with 5,667 ounces in Q1. * Gold sales increased 34% to 8,260 ounces, compared with 6,165 ounces in Q1. * Adjusted EBITDA increased 54% to C$22.1 million, compared with C$14.4 million in Q1. * Cash costs decreased 23% to US$2,000 per ounce sold, compared with US$2,594 per ounce in Q1. * All-in sustaining cost decreased 30% to US$3,284” per ounce sold, compared with US$4,678 per ounce in Q1, bringing Q2 AISC within the Company's 2026 guidance range of US$2,800 to US$3,600 per ounce. * The Company generated C$9.7 million of positive free cash flow during Q2. * The Company ended Q2 with approximately C$31.2 million in cash and cash equivalents. MORE ON WEST RED LAKE GOLD MINES LTD. * Historical earnings data for West Red Lake Gold Mines Ltd. [https://seekingalpha.com/symbol/WRLG:CA/earnings] * Financial information for West Red Lake Gold Mines Ltd. [https://seekingalpha.com/symbol/WRLG:CA/income-statement]

ING analysts Warren Patterson and Ewa Manthey say Copper remains underpinned by tight LME inventories and strong US-bound flows.

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. PDI Gold Limited (ASX:PDI), formerly Predictive Discovery, has received shareholder approval to change its name and proceed with a five-for-one share consolidation, with key effective dates spanning late August and early September 2026. See our latest analysis for Predictive Discovery. The A$0.895 share price and 42.06% 1 month share price return sit alongside a very strong 1 year total shareholder return of 94.57% and a very large 5 year total shareholder return. This suggests momentum has been building ahead of the PDI Gold name change and share consolidation. If you are looking beyond Predictive Discovery and want other ways to position around the gold theme, it may be worth scanning the 32 elite gold producer stocks After a sharp move in Predictive Discovery and a fresh capital structure on the way, the current A$0.895 price sits well below several valuation estimates. So where might fair value actually fall within that range of estimates? Most Popular Narrative: 39.8% Undervalued Compared with the last close at A$0.895, the most followed narrative points to a fair value of A$1.49 for Predictive Discovery, built on a detailed long term production story. Ongoing exploration budgets at Kiniero and Nampala, together with a 9.5 million ounce resource base and 4.5 million ounces in reserves, point to a long asset life focus that can extend production profiles and support revenue visibility and cost efficiency over time. Read the complete narrative. The current fair value view leans heavily on a multi mine growth path, ambitious revenue and earnings targets, and a profit profile that looks very different from today. Want to see which assumptions really move the A$1.49 figure and how the future P/E is being framed against that earnings path? Result: Fair Value of A$1.49 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this Predictive Discovery narrative still carries meaningful risks. These include uncertainty around Guinea permitting and the possibility of cost overruns or weaker project returns. Find out about the key risks to this Predictive Discovery narrative. Next Steps Given the mix of enthusiasm and concern around Predictive Discovery, it may help to move quickly, review the full data set, and form your own view by weighing up the 2 key rewards and 3 important warning signs Looking for more investment ideas beyond Predictive Discovery? Story Continues If you are serious about building a stronger portfolio, use the Simply Wall St Screener to uncover focused stock ideas that match your own investing style. Target potential mispricings by reviewing companies that show up in the 10 high quality undervalued stocks. Strengthen your income stream by checking out stocks in the 5 dividend fortresses. Reduce portfolio stress by hunting for companies highlighted in the 10 resilient stocks with low risk scores. 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 PDI.AX. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com View Comments

[Natural gas flame] straga/iStock via Getty Images European natural gas prices may need to jump above €100/MWh [https://oilprice.com/Latest-Energy-News/World-News/Goldman-Sachs-Europe-Needs-Much-Higher-Gas-Prices-to-Secure-Winter-Supply.html] ($117) by December for the continent to rebuild enough inventory to last the winter if the Strait of Hormuz crisis persists and keeps spot liquefied natural gas prices in Asia elevated, Goldman Sachs analysts said Monday. Even the recent rally in front-month Dutch TTF futures, Europe's gas benchmark, that has lifted prices to five-month highs above €65/MWh would not be sufficient to divert sufficient LNG from Asia, the bank said in a new report. Current storage levels stand at just 62% full, the lowest level for this time of year in nearly two decades and well below the five-year average - "not be enough for Europe to manage storage through winter," Goldman analysts Samantha Dart and Laura Cyr wrote. Europeans are competing with heavy demand from Asian gas buyers for a limited volume of LNG, and are currently losing the race, the analysts said. "In a scenario where Middle East energy exports normalize only gradually through 2027, we estimate that December 2026 TTF would likely need to move above €100/MWh," Goldman said. A potential bright spot for Europe could come from the weather; while Goldman’s outlook assumes normal winter temperatures, a recent Rystad Energy report said if a "super" El Niño weather pattern adds at least 2°C (3.6°F) to the historical average, gas demand may be reduced, offsetting low inventories. ETFs: (UNG [https://seekingalpha.com/symbol/UNG]), (BOIL [https://seekingalpha.com/symbol/BOIL]), (KOLD [https://seekingalpha.com/symbol/KOLD]), (UNL [https://seekingalpha.com/symbol/UNL]), (FCG [https://seekingalpha.com/symbol/FCG]) MORE ON NATURAL GAS * Commodities: Oil Extends Gains On Supply Concerns [https://seekingalpha.com/article/4937634-commodities-oil-extends-gains-supply-concerns] * Oil Prices See $8 Roundtrip, Energy Market Pricing In Longer Supply Disruption [https://seekingalpha.com/article/4934536-oil-prices-see-roundtrip-energy-market-pricing-in-longer-supply-disruption] * Commodities: Oil Higher As Supply Risks Persist [https://seekingalpha.com/article/4934012-commodities-oil-higher-as-supply-risks-persist]

This article first appeared on GuruFocus. Revenue: ZAR11.2 billion, a 42% increase year-on-year. Production: Just under 5 tonnes (approximately 5,000 ounces above the higher end of guidance). Cash Operating Cost: Just under ZAR1 million per kilogram, a 7% increase year-on-year. Operating Profit: ZAR6.4 billion, an 83% increase. Headline Earnings: ZAR4.2 billion, an 89% increase. Free Cash Flow: ZAR2.2 billion, an 85% increase, after capital expenditure of ZAR3.5 billion. Final Cash Dividend: ZAR1.20 per share, totaling just over ZAR1 billion. Ergo Revenue: ZAR8.1 billion, up from ZAR5.7 billion last year. Ergo Operating Profit: More than doubled from ZAR2 billion to ZAR4.1 billion. Far West Gold Revenue: Increased from ZAR2.2 billion to ZAR3.1 billion. Far West Gold Operating Profit: Increased from ZAR1.5 billion to ZAR2.3 billion, with a 76% operating profit margin. Operating Margin: 58% for the current financial year, up from 45% last year. All-In Sustaining Cost Margin: 53% for the current financial year, up from 39% last year. Headline Earnings Per Share: ZAR492 per share, up from ZAR261 per share last year. Net Cash Inflow from Operating Activities: ZAR5.7 billion, up from ZAR3.5 billion last year. Capital Expenditure: ZAR3.5 billion for the year, the largest reinvestment program in 20 years. Cash and Cash Equivalents: Just under ZAR2.8 billion at year-end. 2027 Production Guidance: Between 160,000 and 170,000 ounces. 2027 Cash Cost Guidance: Just over ZAR1 million per kilogram. 2027 All-In Sustaining Cost Guidance: ZAR1.2 million per kilogram. 2027 Planned Capital Expenditure: Just over ZAR3 billion. Warning! GuruFocus has detected 3 Warning Signs with DRD. Is DRD fairly valued? Test your thesis with our free DCF calculator. Release Date: August 19, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points Record production of just under 5 tonnes of gold, exceeding the higher end of guidance by 5,000 ounces, driven by efficient plant management and a 2% increase in average yield. Revenue surged 42% to ZAR11.2 billion, benefiting from a 40% increase in the gold price, with the company remaining deliberately unhedged to maximize exposure. Strong cost discipline with cash operating costs up only 7% year-on-year, despite double-digit increases in input costs, and better-than-guidance unit costs. Exceptional financial performance: operating profit up 83% to ZAR6.4 billion, headline earnings up 89% to ZAR4.2 billion, and free cash flow up 85% to ZAR2.2 billion. Declared a final dividend of ZAR1.20 per share, marking the 19th consecutive year of dividend payments, with a payout ratio of 65% of free cash flow. Significant progress on Vision 2028 projects: Daggafontein TSF commissioned, DP2 plant expansion on track with first gold bar produced, and RTSF two-thirds complete. Improved sustainability metrics: potable water usage down 23%, carbon emissions reduced from 303,000 to 233,000 tonnes, and solar farm delivering savings of ZAR13.50-14.50 per tonne at Ergo. Balance sheet remains debt-free with cash and cash equivalents of ZAR2.8 billion, and environmental trust fund surpassed ZAR1 billion. Mineral reserves increased by 67 million tonnes from Kloof 2, adding four years to Far West Gold's life of mine. Strong safety performance with lost injury rates improving from 1.65 to 0.7. Story Continues Negative Points Cash operating costs increased 10% to ZAR188 per tonne, driven by higher trucking costs for high-grade material, which may shrink margins if gold price declines. Capital expenditure peaked at ZAR3.5 billion in FY2026, with a further ZAR3 billion planned for FY2027, limiting near-term free cash flow and dividend growth. Withok tailings dam approval delayed, with construction now expected by 2029, creating a 150,000 tonnes per month throughput gap until then. Far West Gold's cash operating costs increased 10% due to expansion-related labor and plant inefficiencies, with costs expected to rise further until Vision 2028 benefits materialize. Deferred tax asset grew to ZAR2.9 billion, and cash tax payments are expected to increase, with Far West potentially entering a tax-paying position next year. Diesel price volatility remains a significant cost risk, with a 11-17% risk factor built into FY2027 guidance. Environmental rehabilitation provisions increased to ZAR721 million due to higher demolition quotes and expansion, adding to future liabilities. The company faces execution risks on major projects, including RTSF commissioning and Libanon reclamation station, which are critical to achieving 1.2 million tonnes per month throughput. Uranium extraction from tailings is not feasible due to process conflicts, limiting diversification opportunities. Share price performance has historically lagged peers, though recent trends show improvement. Q & A Highlights Q: What were the key drivers behind DRDGOLD's strong financial performance in fiscal 2026, and what is the company's dividend outlook?A: CEO Daniel Pretorius highlighted that the company achieved its 19th consecutive year of dividend payments, declaring a final cash dividend of ZAR1.20 per share (over ZAR1 billion). This was driven by a 40% increase in the gold price, which the unhedged producer fully benefited from, leading to a 42% increase in revenue to just over ZAR11 billion. Operating profit surged 83% to ZAR6.4 billion, and free cash flow increased 85% to ZAR2.2 billion after a record capital expenditure of ZAR3.5 billion. The company's strategy is that as this peak capital phase concludes, the reduced capex will translate into significantly higher dividend capacity, assuming the gold price holds. Q: Can you provide an update on the progress of the Vision 2028 projects, particularly the DP2 plant expansion and the RTSF tailings facility?A: COO Wilhelm Schoeman reported that the Daggafontein tailings facility at Ergo has been commissioned and is achieving i

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Capstone Copper stock performance snapshot Capstone Copper (TSX:CS) has caught investor attention after recent share price moves. The stock last closed at CA$16.62. Recent returns over the past month and past 3 months frame how the market is currently pricing the copper producer. See our latest analysis for Capstone Copper. The recent 3.36% 1 day share price return and 28.34% 30 day share price return suggest momentum is building for Capstone Copper, while the 72.23% 1 year total shareholder return and 202.18% 5 year total shareholder return highlight how long term holders have been rewarded. If Capstone Copper's recent run has you looking at the wider copper space, this is a good moment to see which other producers are moving in the 9 top copper producer stocks. The recent jump in Capstone Copper raises a simple question. Are investors now paying more attention to the underlying copper operations and earnings, or is this mainly a shift in sentiment that the current valuation needs to sort out? Most Popular Narrative: 1.8% Undervalued Capstone Copper's most followed narrative places fair value at CA$16.93, just above the last close at CA$16.62. This puts the focus firmly on execution and future earnings quality rather than a big valuation gap. The imminent execution of the Mantoverde Optimized project, following recent permit approval, will materially increase throughput and sustain higher copper production at lower incremental cost, positively impacting both revenue and net margins as expanded volumes are realized. Read the complete narrative.Read the complete narrative. Want to see what sits behind that earnings upgrade story? The narrative leans heavily on step changes in margins, output and valuation multiples that are usually reserved for much larger producers. It will be important to understand which revenue and profit assumptions need to hold for that fair value to stack up. Result: Fair Value of CA$16.93 (ABOUT RIGHT) Have a read of the narrative in full and understand what's behind the forecasts. However, there are still pressure points for the Capstone Copper story, including water constraints at Pinto Valley, as well as the funding and execution risk tied to Santo Domingo. Find out about the key risks to this Capstone Copper narrative. Another view on Capstone Copper's valuation The first narrative places Capstone Copper close to fair value around CA$16.93, but the current P/E of 19.3x paints a different picture. It is higher than the Canadian Metals and Mining industry at 17.2x, the peer average at 13.8x and even its own fair ratio of 19.2x, which points to limited room for error if growth or margins soften. Story Continues For a fuller picture of how the current P/E compares with the underlying numbers, it is worth checking the valuation breakdown in more detail, including how that fair ratio was calculated. See what the numbers say about this price — find out in our valuation breakdown.TSX:CS P/E Ratio as at Aug 2026 Next Steps With sentiment around Capstone Copper running high, it makes sense to look at the underlying data yourself and move quickly to shape your own view using the 3 key rewards. Looking for more investment ideas beyond Capstone Copper? If you want a broader watchlist alongside Capstone Copper, use the Simply Wall Street Screener to uncover other stocks that fit your style before the next move passes you by. Target potential upside by focusing on quality companies trading below their estimated worth with the 15 high quality undervalued stocks. Strengthen your income stream by scanning for reliable payers using the 4 dividend fortresses. Lean toward resilience by focusing on companies with healthier finances through the solid balance sheet and fundamentals stocks screener (12 results). 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 CS.TO. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com View Comments

Gold and silver prices are having a summer end to remember. Inside the Action Gold prices are up a sizzling 15% this month while silver has surged 19%. Combined, the metals have added nearly $5 trillion in market value this month per analysis from Bull Theory. Both remain below the record high prices seen earlier this year, however. Gold and silver prices are being fueled by a potent combination of monetary policy interventions, escalating geopolitical friction in the Middle East, and persistent global inflation. A major catalyst for the late-August breakout has been U.S. Treasury's unexpected decision to double its long-term bond buyback program to $4 billion per session. In turn, this has triggered an aggressive wave of short-covering and speculative buying across precious metals markets. At the same time, a never-ending war with Iran -which has pushed up energy prices once again — has reinforced gold's status as the primary global safe-haven asset. Beyond shared macroeconomic factors, silver's dramatic outperformance also reflects an acute physical supply deficit and compounding industrial demand. Long-term structural consumption from AI data center infrastructure, electrical grid modernizations, and advanced electronics continues to absorb physical inventory faster than global mine production can keep pace. One Big Wall Street Call Truist chief investment officer Keith Lerner caught our attention with a recent upgrade on gold prices. "Consistent with our philosophy of keeping an open mind and following the weight of the evidence, conditions have improved, leading us to upgrade gold back to neutral. With gold still about 15% below its recent highs, the evidence now supports a more balanced view," Lerner said in a note. His points include: "Real yields have stabilized. Rising real interest rates were a key headwind for gold. More recently, real yields have stopped rising, while the Treasury's recent decision to increase purchases of longer-dated bonds could help ease upward pressure on rates." "Technical trends have improved. Gold has reclaimed its 200-day moving average, a positive technical development that suggests downside momentum has faded." "Central bank demand remains resilient. Despite concerns that purchases could slow, recent data indicate central banks continue to add to their gold holdings, providing an important source of support." "A softer U.S. dollar backdrop. Recent U.S. data, including cooling inflation, softer payrolls, and a dovish Federal Reserve hold, has tempered rate-hike expectations and pulled the dollar off its highs, historically a favorable backdrop for gold." Story Continues Bottom Line The conditions are set for gold to stay hot at least through to the end of the month. Getting back to the highs seen earlier this year around $5,300 an ounce will likely prove more challenging, however. Brian Sozzi is Yahoo Finance's Executive Editor, host of the 'Power Players With Brian Sozzi' podcast and a member of Yahoo Finance's editorial leadership team. Follow Sozzi on X @BrianSozzi, Instagram, and LinkedIn. Tips on stories? Email brian.sozzi@yahoofinance.com. Click here for in-depth analysis of the latest stock market news and events moving stock prices Read the latest financial and business news from Yahoo Finance View Comments

Bunker Hill Mining has reached a definitive agreement to acquire all issued and outstanding common shares of Silver47 Exploration, structured as a plan of arrangement. The move aims to create a combined company focused on US-based, 'Made in America' silver and critical minerals production. Following the completion of the transaction, the new company intends to change its name to Bunker Hill Silver and will continue trading on the Toronto Stock Exchange. The merger will bring together Bunker Hill's producing mine in Idaho's Silver Valley with Silver47's exploration and development projects in Alaska, Nevada and New Mexico. Bunker Hill is currently in the process of ramping up to commercial production, with the mine set to provide operating cash flow to finance further development and exploration. The new organisation will pursue exploration and development across a portfolio of projects including Bunker Hill 2.0, Hughes, Red Mountain and Mogollon, with funding drawn from existing cash reserves and anticipated operating cash flow. The transaction terms will see Silver47 shareholders receive 0.1724 of a Bunker Hill share for each Silver47 share held. Upon closing, Bunker Hill shareholders are expected to hold approximately 57% of the combined company, while Silver47 shareholders will own around 43% on a basic basis. To support its operations and growth plans, Bunker Hill has arranged a $10m (C$13.84m) concentrate prepayment facility with Ocean Partners UK and has drawn $1m from its standby facility with Teck Resources. According to the companies, the merged group will have a pro forma basic market capitalisation of $326m and control four US silver projects with a measured and indicated resource of 80 million ounces (moz) of silver equivalent and 308moz of silver equivalent inferred. Production at the Bunker Hill Mine is expected to increase from more than 980,000oz of silver equivalent in 2026 to above 2.5moz of silver equivalent in 2027, with a targeted annual output of more than 5moz of silver equivalent after expansion. Upon closing, the combined company's headquarters will be located at the Bunker Hill Mine site in Idaho's Silver Valley. Bunker Hill executive chairman Richard Williams said: "As Bunker Hill advances towards commercial production targeted in the fourth quarter of 2026, we are very excited to partner with Silver47 to add depth to our leadership team, strengthen the balance sheet and add silver and critical metals potential to an exclusively US-based project portfolio." Bunker Hill recently completed the first production stope blast at its fully owned mine in Idaho. "Bunker Hill signs agreement to acquire all shares of Silver47" was originally created and published by Mining Technology, a GlobalData owned brand. View Comments

Metals Exploration has announced that development at its fully owned La India gold project in Nicaragua is progressing, with first production expected in December 2026. The company released updates on construction and financing across various aspects of the site. As of 15 August 2026, La India had achieved approximately two million cumulative hours worked without a lost-time injury. The structural, mechanical, piping and electrical installation (SMPEI) for the process plant is approximately 50% complete. Metals Exploration said that the grinding building structure is finished, the ball mill is installed and preparations for setting the semi-autogenous grinding (SAG) mill are under way. The installation of carbon-in-leach (CIL) tank rings is 88% complete, while leach and detox tanks are 80% and 70% finished, respectively. Civil works are reportedly 93% complete on bulk earthworks and 92% on civil foundations. The pre-stripping of the open pit stands at 71% and site infrastructure has also advanced. The company stated that both the mine and heavy mobile equipment offices are operational, and the water treatment plant is complete. Camp installation is approximately 90% finished and industrial buildings are 88% done. The explosives magazine has also been completed, although an operating permit is pending. In terms of power, a 2MW grid connection to Nicaragua's national electricity transmission company, ENATREL, is operational, with an 800 kilovolt-amperes back-up generator in place. The mining fleet includes ten caterpillar (CAT) 777 haul trucks and two CAT 6020 excavators, with additional vehicles in transit or being manufactured. A $27m (£19.8m) equipment financing agreement has been secured with Banco de America Central, with $20.2m drawn down. The company said that delivery delays for some imported materials have occurred due to international shipping disruptions linked to the conflict in Iran, and alternative logistics solutions are being considered. Approximately 244,000t of ore has been stockpiled ahead of commissioning. Elsewhere, mining at Metals Exploration's Runruno operation in the Philippines is forecast to meet the upper end of 2026 guidance, attributed to higher-grade ore extraction in the stage five pit. Metals Exploration CEO Darren Bowden said: "Construction at La India continues to make strong progress, with installation of the process plant advancing across multiple fronts. The ball mill is in its final position, the SAG mill is ready to follow and the CIL tank fit-out is nearing completion." Story Continues Metals Exploration acquired the La India project from Condor Gold in January 2025. The company's concession area in Nicaragua now spans 1,222km². "Metals Exploration targets December 2026 gold output at La India project" was originally created and published by Mining Technology, a GlobalData owned brand. View Comments

[rebranding word text on torn paper on wooden background] PDI Gold Limited (PDI:CA [https://seekingalpha.com/symbol/PDI:CA]) (formerly Predictive Discovery Limited) has finalized its name change [https://seekingalpha.com/pr/20627249-name-change-and-consolidation-approved] with the Australian Securities and Investments Commission following shareholder approval at its general meeting on August 21, 2026. The new name will take effect on the ASX from market open on September 9, 2026, aligning with the TSX transition, while the company’s ticker code will remain "PDI" across both exchanges. In conjunction with the rebrand, the gold explorer launched an updated corporate website at www.pdigold.com [https://www.google.com/search?q=https%3A%2F%2Fwww.pdigold.com&authuser=2]. Alongside the name change, shareholders approved a 5-to-1 share consolidation. On the ASX, pre-consolidation trading ends on August 25, 2026, followed by deferred settlement trading starting August 26, 2026, ahead of the August 27 record date. Normal settlement trading for consolidated securities is scheduled to commence on September 7, 2026. On the TSX, the consolidation is expected to become effective on August 27, 2026. MORE ON PREDICTIVE DISCOVERY LIMITED * Predictive Discovery Limited (PDI:CA) Shareholder/Analyst Call Transcript [https://seekingalpha.com/article/4939046-predictive-discovery-limited-pdi-ca-shareholder-analyst-call-transcript] * Historical earnings data for Predictive Discovery Limited [https://seekingalpha.com/symbol/PDI:CA/earnings] * Financial information for Predictive Discovery Limited [https://seekingalpha.com/symbol/PDI:CA/income-statement]

Benz Mining (BENZF [https://seekingalpha.com/symbol/BENZF]) has received firm commitments to raise A$150M [https://seekingalpha.com/pr/20627171-benz-announces-a-150m-placement-to-accelerate-delivery-of-glenburgh-maiden-resource] through an institutional placement of 40.4 million new CHESS Depositary Interests (CDIs) at A$3.71 per share. The placement price represents no discount to its previous closing price on August 21, 2026, and was driven by strong inbound demand from global specialist resources funds. The proceeds will primarily accelerate Benz’s 450,000-meter gold exploration program at the Glenburgh project, adding six drill rigs to expand the on-site fleet to 14 rigs operating across 20 shifts. The expanded fleet aims to accelerate infill and extension drilling to support Benz's maiden Mineral Resource Estimate, targeted for H1 2027, while also funding parallel technical studies, permitting, and general working capital. Settlement of the placement is anticipated on August 28, 2026, with the new CDIs scheduled to begin trading on August 31, 2026. MORE ON BENZ MINING CORP. * Historical earnings data for Benz Mining Corp. [https://seekingalpha.com/symbol/BZ:CA/earnings] * Financial information for Benz Mining Corp. [https://seekingalpha.com/symbol/BZ:CA/income-statement]

If you fancy yourself a fan of gold or silver, you're feeling a bit more cheerful about the metal than this spring. Gold has been rising all month, up some 14% since July 31 to about $4,380 per troy ounce at the Aug. 21 close. Silver is up nearly 20% to $69.50 an ounce. Related: After the bubble: Why UBS is still a gold-and-silver fan Your cheer, however, has come after a lot of pain — more than six months, in fact. Precious metals prices surged upward through 2025 until an abrupt halt at the end of January. Gold peaked at $5,586 an ounce. Silver topped out at $121.785 an ounce. Both were seriously overbought levels. The peak came because futures exchanges tightened the rules for trading, something they will do if they believe trading has gotten out of hand. The rule changes effectively meant the cash required to trade in the gold and silver markets went up substantially. More important: On Jan. 29, President Donald Trump nominated Kevin Warsh to be the new chairman of the Federal Reserve Board. Gold and silver traders saw immediately that an inflation hawk would be in charge of running the Central Bank and might be more serious about cutting down domestic inflation, says former JP Morgan economist Anthony Chan, and started to unload their positions. But then came start of the war in the Middle East and, with the war, sharply higher oil prices and, of course, sharply higher gasoline and diesel prices. By the end of June, gold had tumbled about 28.5%. Silver fell 58% from its $121.79 peak to its bottom in mid-July. The war, which started on Feb. 28, caused oil prices and inflation to jump sharply. Warsh's appointment — and Wall Street's expectation the Fed would raise rates in 2026 — pulled interest rates higher, which was terrible for metals.Gold being refined at a refinery in Switzerland. Stefan Wermuth / Bloomberg / Getty ImagesStefan Wermuth / Bloomberg / Getty Images A break in the summer But the tide turned in the late spring and early summer on three points: Crude oil prices peaked in the late spring. The war itself lapsed into what's basically been a stalemate, despite continuing drone and missile attacks from the United States and Iran. (A note: When there is no shelling, oil and fuel prices fall.) Warsh and the Fed have not yet raised interest rates. The three combined to give gold and silver new life and gains for related exchange-traded funds. Since bottoming on July 15, the SPDR Gold Shares exchange-traded fund (GLD) has jumped 16%; the iShares Silver Trust (SLV) is up 24%. Citigroup analysts think gold could close above $5,000 this year and hit $6,000 in 2027. A new catalyst came this month when Treasury Secretary Scott Bessent said the United States was going to buy back long-dated Treasury bonds in a bid to knock down Treasury yields. Story Continues Partly the move is to deal with rates that had been rising since the Persian Gulf war erupted because bond investors understood that the war costs were going to prove far greater than anyone expected and impossible to predict. Another reason is to bring the U.S. dollar more into balance with the Japanese yen. That currency has been sliding because its government deficits are larger than those in the United States: about 200% of gross domestic product. And some decided they preferred hard assets like gold, silver and other metals instead of buying Treasury securities that could fall in value if interest rates continue to rise. Bessent's campaign worked for one day, but yields jumped back up on Aug. 20 and Aug. 21 as a number of analysts said the campaign wouldn't work. The 10-year Treasury yield was at 4.736% on Aug. 21, up nearly 13.5% on the year and nearly 20% since the war started on Feb. 28. The 30-year Treasury yield hit 5.275% the same day, up nearly 9% in 2026 and up 14.3% since the war began. More Gold & Silver: Robert Kiyosaki has a bold call on gold and silver Peter Schiff sees something big in gold and silver BofA sees lost year taking shape for gold The new Fed boss will have his say The situation is fluid and confusing. And we haven't talked about the Federal Reserve and Kevin Warsh. Warsh has been adamant the Fed will deliver on a pledge to deliver price stability. But he has not offered many details because he's also trying to refocus the Fed. Investors are hoping for clarity on Friday when Warsh gives the keynote address at the Jackson Hole Economic Policy Symposium in Wyoming. The speech is scheduled for 10 a.m. ET. Traders and money managers around the world will be listening carefully. Are gold and silver right for investors? You can invest in both if you think deficits in the United States and elsewhere are out of control and dangerous. And the easiest way to do it is to buy the SPDR gold shares exchange-traded fund (GLD) or the iShares Silver Trust ETF (SLV). They're easy to buy and sell. And, if you think both are headed higher, enjoy the ride. Since both buy gold and silver directly, your investment is subject to market forces as I noted above. It's not an exaggeration to say the post-January slump was violent. But keep this one fact in mind: The bottom for each was not close to lows in 2023 and 2024. Related: HELOC rates are 7.31%. Why that's actually good news This story was originally published by TheStreet on Aug 23, 2026, where it first appeared in the Economy section. Add TheStreet as a Preferred Source by clicking here. View Comments

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Intercontinental Exchange (NYSE: ICE) reported record open interest in its global sugar markets, underscoring heavy use of its contracts for commodity risk management. The company disclosed an agreement to invest up to US$2b in Polymarket, a prediction markets platform focused on event outcome trading. These moves point to deeper engagement with both traditional commodity hedging and emerging decentralized finance market structures. Intercontinental Exchange is far from the only company exposed to these themes of market infrastructure and new trading platforms. It can be useful to compare it with a wider group of under-followed quality stocks through screener containing 19 high quality undiscovered gems.NYSE:ICE 1-Year Stock Price Chart Intercontinental Exchange operates as a global capital markets infrastructure provider, supplying trading venues, clearing services, and data to financial institutions, corporates, and governments across major regions. That broad footprint helps explain its role in both established commodity markets and newer event driven trading platforms. See which insiders are buying and selling Intercontinental Exchange following this latest news. How does record sugar open interest fit into Intercontinental Exchange's business story? Record open interest of over 2.3 million global sugar contracts in August 2026 highlights how Intercontinental Exchange benefits when hedging demand for core benchmarks rises. It reinforces the role of its futures and clearing infrastructure as a utility like platform across commodities, which aligns with its focus on recurring, transaction based revenues. Does this Polymarket investment change the Intercontinental Exchange Narrative? The agreement to invest up to US$2b in Polymarket links directly to the Narrative theme that prediction markets and retail derivatives can support future repricing for Intercontinental Exchange. It leans into the cited catalysts around digitization, DeFi style platforms and new data rich products, while also brushing up against the risk that emerging technologies and rivals could pressure traditional infrastructure economics. If we take a look at the community Narrative for Intercontinental Exchange, we can see how this news fits into the bigger investment story. What should investors watch next to test this read on ICE? The key sign will be how Intercontinental Exchange reports volumes, open interest and revenue contribution from event based contracts and prediction style products over the next few quarterly statistics updates. Clear disclosure that Polymarket linked activity is scaling, without eroding core futures volumes or margin metrics, would be an important proof point. Story Continues For the full picture including more risks and rewards, check out the complete Intercontinental Exchange analysis. 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 ICE. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com View Comments

Photo by Gage Skidmore / Wikimedia Commons Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below. Every new breakthrough promises to make life easier. Yet, the bill for living somehow keeps getting harder to pay. Robert Kiyosaki, bestselling author of Rich Dad Poor Dad, believes that reveals something deeply wrong with the financial system. "What we have is a growing gap today between rich and poor and that gap is now dangerous," Kiyosaki warned in a recent episode of The Rich Dad Radio Show (1). "Inflation's going through the roof through pure intention or incompetence." Must Read Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one JPMorgan sees gold hitting $5,000/oz by Q4 — and savvy investors are protecting their wealth with a tax-advantaged Gold IRA. Get your free guide from Priority Gold The tax breaks in Trump's 'big beautiful bill' expire after 2028. Here are 4 moves to make before the window closes During that episode, Kiyosaki spoke with Jeff Booth, author of The Price of Tomorrow: Why Deflation Is the Key to an Abundant Future, about why innovation should allow companies to produce more for less and steadily drive prices down. "The natural state of the free market is deflation," Booth said. A smartphone illustrates his point. It replaced the camera, calculator, flashlight, map and music collection that consumers once purchased separately. Digital photos can now be reproduced billions of times at virtually no additional cost. Booth argues that artificial intelligence and automation should accelerate that process across the economy. However, he believes governments and central banks are fighting that deflation by expanding debt and maintaining a financial system that depends on rising prices. Kiyosaki puts it bluntly: "Prices should be coming down, but they're going up. But it's only going up because they're playing games with money." Why Kiyosaki says the system needs inflation The Federal Reserve openly targets 2% inflation over the long run (2). Kiyosaki and Booth argue that this reveals a financial system built around continually rising prices, even as technology allows businesses to produce more for less. "What does deflation mean? It means your money buys more," Kiyosaki said. Instead, the Consumer Price Index rose 3.4% during the 12 months ending in July (3). Energy jumped 14.7%, food increased 3% and shelter rose 3.2%. Meanwhile, federal debt reached approximately $39.93 trillion as of Aug. 14 (4). Story Continues This is why Kiyosaki has long favored scarce, tangible assets. For retirees watching inflation erode their buying power, you have some options. Here are a few. Read More: Millionaires under 43 hold only 25% of their wealth in stocks. Here's where their money is actually going Protect your buying power Gold sits at the center of Kiyosaki's own defense against currency debasement (5). When it comes to gold, a central bank can't increase its supply and investors have historically turned to it during periods of financial or geopolitical stress. One way to invest in gold that also provides significant tax advantages is to open a gold IRA with the help of Priority Gold. Gold IRAs allow investors to hold physical gold or gold-related assets within a retirement account. This combines the tax advantages of an IRA with the protective benefits of investing in gold, making it an attractive option for those looking to potentially hedge their retirement funds against economic uncertainty. To learn more, you can get a free information guide that includes details on how to get up to $10,000 in free silver on qualifying purchases. Make rising rent work for you Housing costs are another major source of inflation. But owning rental real estate can also give you an opportunity to participate in the income those payments generate. Rental properties have long been a proven source of steady, passive income for high-net-worth investors. In fact, direct real estate accounts for 22.5% of the typical family office portfolio (6). However, the time, effort and costs involved in managing and maintaining multiple properties prevent many from investing. So, unless you're a hedge fund titan or an oil baron, you've likely been shut out of one of the most profitable corners of the market. Mogul is now an option that helps bridge this gap. This real estate investment platform offers fractional ownership in blue-chip rental properties, giving investors monthly rental income, real-time appreciation and tax benefits — without a hefty down payment or late-night tenant calls. Founded by former Goldman Sachs real estate investors, the mogul team puts each property through a vetting process so that it clears a minimum projected 12% return even in downside scenarios. The platform reports an average annual IRR of 18.8%, while cash-on-cash yields average between 10% and 12% annually. Offerings often sell out in under three hours, with investments typically ranging between $15,000 and $40,000 per property. Getting started is quick and easy. You can sign up for an account and then browse available properties. Once you verify your information with their team, you can invest like a mogul in just a few clicks. Own the land behind the grocery bill If higher food prices are eating into your budget, you may want exposure to the land that's actually producing what Americans put on their tables. Investing in farmland is now possible — and you don't necessarily need to buy an entire farm to get exposure. FarmTogether gives accredited investors a way to invest in fractional ownership of U.S. farmland. Investors can potentially earn income from crop production while also benefiting if the value of the land increases over time. The platform has $217 million in assets under management across 51 funded deals, covering eight states and 15 cro

(Bloomberg) -- Deere & Co. (DE) narrowed its annual profit outlook as a stabilizing agriculture sector points to a more pronounced rebound next year for farm machinery. Most Read from Bloomberg Bessent Deploys Debt Buybacks in Sign of Concern Over Yield Rise China Sentences Evergrande's Hui to Life for 'Heinous' Crime Natalie Harp, Trump's Gatekeeper, Is at Center of Senator Jon Ossoff Clash US Set to Cut Tariffs on Canada Metals, Autos in Trade Deal Moderna and Merck Revive mRNA Hopes With Melanoma Success The builder of iconic green and yellow tractors estimated net income for the fiscal year between $4.75 billion and $5 billion, compared with its previous outlook for $4.5 billion to $5 billion. "As we look ahead, we continue to believe 2026 will mark the bottom of the current ag equipment cycle," Deere Chief Executive Officer John May said in a statement Thursday. "Across our business, early order program trends, improving used-equipment inventories, and increasing customer adoption of our advanced technologies give us confidence that Deere is well positioned for long-term value creation." Sales of machines to plant, treat and harvest fields have been under pressure for years with farmers lacking spending power from relatively low crop prices and higher costs for fertilizer and fuel. Still, Deere and others have pulled back production to rein in inventories — efforts that will eventually prompt a rise in demand. Grain prices have been climbing, with wheat recently hitting the highest levels since 2024 as heat waves and drought crimp yields and escalating attacks between Russia and Ukraine raise concerns about exports leaving the Black Sea. Should prices keep rising, farmers may have more to spend. (DE ) Go deeper with AlphaSpace 580.63 -8.09 (-1.37%) At close: August 19 at 4:00:03 PM EDT Deere's outlook comes after mixed signals from rival machinery makers. CNH Industrial NV earlier this month raised its annual outlook, saying the sector is primed for a rebound in 2027 as the current fleet ages and prompts growers to upgrade. AGCO Corp., however, trimmed its estimates, saying skyrocketing costs for inputs like fuel and fertilizer continue to pressure the farm economy. Most Read from Bloomberg Businessweek The Diamond Industry's Old Guard Wants You to Buy 'Natural' The Midwest City Keeping the American Dream Alive for First-Time Homebuyers The Seniors Against Senior Housing China's Chip Industry Is Having a Breakout Moment Big Pharma Is Hooked on Chinese Licensing Deals ©2026 Bloomberg L.P. View Comments

ING’s commodities team, led by Ewa Manthey and Warren Patterson, reports Copper market tightness has eased slightly as LME inventories rose by more than 55kt over two sessions, narrowing the cash-to-three-month backwardation.

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. The analyst fair value estimate for Targa Resources has nudged higher, moving from US$297.29 to US$303.52. Recent Street research has leaned positive on Targa Resources, with higher price targets and fresh coverage tied to views on Permian growth, EBITDA prospects, and current valuation. As you read on, you will see how to track this evolving narrative and what it could mean for your own investment decisions regarding the stock. Stay updated as the Fair Value for Targa Resources shifts by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Targa Resources. What Wall Street Has Been Saying 🐂 Bullish Takeaways Several firms, including Morgan Stanley, Jefferies, Barclays, Citi, Mizuho, BofA, Raymond James and RBC Capital, have raised price targets on Targa Resources in recent months, which signals generally constructive views on valuation and execution. Jefferies highlights the expanded agreement with Exxon Mobil and the addition of three Delaware processing plants by the first half of 2028, and lifts EBITDA estimates well above prior consensus based on that contract visibility. RBC Capital points to Targa Resources' Permian footprint, integrated infrastructure network and commercial track record as key supports for its assessment of the company following Q2 results and 2026 adjusted EBITDA guidance. Mizuho and Citi reference stronger volume positioning, marketing and export exposure, and an improved commodity backdrop as reasons for higher EBITDA estimates and higher price targets. Erste Group and Jefferies cite Targa Resources' business model resilience and growth profile versus the sector, with Jefferies indicating conviction in premium growth relative to Street expectations through the end of the decade. 🐻 Bearish Takeaways TD Cowen maintains a Hold rating even as it raises its price target, which shows some caution around upside potential compared with other midstream peers. 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!NYSE:TRGP 1-Year Stock Price Chart We've flagged 2 risks for Targa Resources. See which could impact your investment. How This Changes the Fair Value For Targa Resources The analyst fair value estimate for Targa Resources has moved from US$297.29 to US$303.52. Revenue growth assumptions have shifted from 16.00% to about 19.81%. Net profit margin expectations have adjusted from 12.27% to about 11.99%. The future P/E multiple has changed from 24.52x to about 23.09x. The discount rate used in the analysis has moved from 7.11% to 7.24%. Story Continues Never Miss an Update: Follow The Narrative Narratives link Targa Resources' business story to analyst forecasts and an evolving view of fair value. They refresh as new data, contracts, and guidance are added so you can see how the thesis changes over time. Head over to the Simply Wall St Community and follow the Narrative on Targa Resources to stay up to date on: How expanding Permian and NGL export infrastructure, including new processing plants and fractionation capacity, ties into expected throughput and earnings potential. Why long term, fee based contracts with large producers and capital return policies are central to the cash flow story. Which risks, such as midstream overbuild, rising competition in sour gas handling, cost inflation, and environmental regulation, could challenge the current outlook. 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 TRGP. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com View Comments

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Antofagasta's fair value estimate has been trimmed from £38.80 to about £37.87. This puts the spotlight firmly on where current analyst price targets are sitting. Those targets now cluster between roughly £35.60 and £44.00, with firms such as JPMorgan toward the upper end, reflecting the split between bullish and bearish views on execution and copper output guidance. As you read on, you will see how these shifting targets feed into the evolving narrative around Antofagasta and what that might mean for your own watchlist. Analyst Price Targets don't always capture the full story. Head over to our Company Report to find new ways to value Antofagasta. What Wall Street Has Been Saying 🐂 Bullish Takeaways Several firms, including Citi, JPMorgan and Scotiabank, have set Antofagasta price targets in a higher band between about 4,100 GBp and 4,500 GBp. This points to constructive views on the stock's valuation versus current trading levels. JPMorgan's July upgrade of Antofagasta to Overweight, alongside a move in its target to 4,500 GBp and a later adjustment to 4,300 GBp, highlights confidence in peer leading production growth and the potential for stronger free cash flow into the next investment cycle. Barclays lifted its target to 3,800 GBp and kept an Equal Weight rating. This supports the idea that Antofagasta's current project pipeline and copper exposure still appeal to investors looking for sector level copper exposure. 🐻 Bearish Takeaways Morgan Stanley maintains an Underweight rating with targets around 3,560 GBp. This signals concern about execution risk and how Antofagasta can deliver against its copper output guidance. Deutsche Bank keeps a Sell rating even after raising its target to 3,400 GBp, suggesting that some analysts view the current valuation as demanding relative to perceived growth and cash generation risks. 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!LSE:ANTO 1-Year Stock Price Chart We've flagged 1 risk for Antofagasta. See which could impact your investment. How This Changes the Fair Value For Antofagasta Fair value trimmed from £38.80 to about £37.87. Revenue growth expectation adjusted from about 13.33% to about 8.60%. Net profit margin moved from about 19.19% to about 20.51%. Future P/E updated from about 28.0x to about 27.3x. Discount rate changed from about 9.52% to about 9.73%. Story Continues Never Miss an Update: Follow The Narrative Narratives link Antofagasta's business story to analyst forecasts and a fair value estimate that adapts as new information comes through. They help you see how projects, risks and assumptions connect to the numbers you track. Head over to the Simply Wall St Community and follow the Narrative on Antofagasta to stay up to date on: How brownfield expansions at Centinela and Los Pelambres, along with the Zaldívar permit renewal to 2051 and Cuprochlor technology, support long term copper output and resource life. How water efficiency projects and prudent capital allocation, including a consistent dividend approach and lower reliance on debt, are used to support earnings resilience. How risks such as water scarcity in Chile, declining ore grades, tighter ESG regulations and copper price swings could affect Antofagasta's costs, margins and production profile. 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 ANTO.L. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com View Comments

BHP Group Limited (NYSE:BHP) delivered the clearest evidence yet that its earnings center has shifted. Copper generated $18.19 billion of underlying EBITDA in the year ended June 30, overtaking iron ore's $14.53 billion and contributing more than half of group EBITDA for the first full year. Underlying attributable profit rose 30% to $13.2 billion, above consensus estimates of $12.66 billion, while Australian shares climbed as much as 4.2% to a two-month high. The balance sheet reinforced the message. BHP Group Limited (NYSE:BHP) reduced net debt to $8.69 billion and lifted its FY2026 dividend to $1.72 per ordinary share, the highest in four years. The question is whether investors should now treat this as a structural copper transformation or another commodity-price windfall. For BHP Group Limited (NYSE:BHP), the portfolio shift is already visible in capital allocation. The miner expects average annual capital and exploration spending of about $11 billion over the medium term, with more than half directed toward copper growth. BHP estimates that its project pipeline could increase attributable copper production by approximately 40% by fiscal 2035.Jim Cramer On BHP Group (BHP) – Holy Cow, Great Yield BULL CASE: COPPER GROWTH IS BECOMING THE CORE BUSINESS BHP Group Limited (NYSE:BHP) is not starting this transition from a speculative position. It produced approximately 2 million metric tons of copper for a second consecutive year and describes itself as the world's largest copper producer. BHP expects its copper-growth program to be self-funding at consensus commodity prices. The demand case also extends beyond one price cycle. BHP Group Limited (NYSE:BHP) expects global copper demand to rise from 34 million metric tons in 2026 to more than 50 million by 2050, driven partly by expanding power networks and data centers. If BHP's copper pipeline delivers its targeted approximately 5% annual attributable copper-equivalent growth from fiscal 2027 through fiscal 2035, including byproducts, investors would have stronger grounds to assign the company a growth narrative rather than a purely cyclical one. BEAR CASE: PRICES, NOT VOLUMES, DROVE THE BREAKOUT The earnings mix changed faster than the production mix. BHP Group Limited (NYSE:BHP) held copper output near 2 million metric tons, while record spot copper prices, which rose above $14,000 per metric ton, powered the profit increase. BHP's average realized copper price increased 35% to $5.74 per pound. Copper byproducts including gold, silver and uranium contributed $4.5 billion of revenue, up 45%. Story Continues That makes the comparison with iron ore less decisive than it first appears. BHP Group Limited (NYSE:BHP) still relies on its low-cost iron ore business for substantial cash flow, while copper expansion requires multiple large projects to clear approvals, construction, and ramp-up. Final investment decisions for Vicuña Stage 1 and Escondida's new concentrator remain ahead, while other growth projects are still being evaluated. INSIDER MONKEY'S HEDGE FUND DATA The filings available so far reflect positions held before BHP released its full-year results and copper-growth outlook. Insider Monkey's database showed 31 hedge funds holding BHP Group Limited (NYSE:BHP) at the end of March 2026, down from 29 funds three months earlier. CONCLUSION BHP Group Limited (NYSE:BHP) has earned the beginning of a portfolio re-rating, but not the full copper-growth premium. Copper is now the largest earnings contributor, capital allocation is following it, and the balance sheet can support expansion without abandoning dividends. For the miner, the next test is physical rather than financial: turn the pipeline into sustained production growth. Until that happens, earnings will remain highly sensitive to copper prices. Iron ore will remain an important source of cash-flow flexibility as BHP pursues a copper-growth program it expects to be self-funding at consensus prices. 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 thebest short-term AI stock. READ NEXT: ConocoPhillips (COP): Wall Street Sees More Upside Despite Leadership Shakeup andHere is Why Chevron (CVX) is a Favorite Among Hedge Funds Disclosure: None. This article is originally published at Insider Monkey. View Comments