来源：滚动播报 摩根大通将巴里克黄金公司目标价从65美元上调至66美元。 ...

纽蒙特公司预计，受与巴里克 黄金公司联合运营的两处矿场表现不佳影响，今年黄金产量将下降 10%。该公司公布了创纪录的利润数据，2025年第四季度调整后净利润升至28亿美元，合每股2.52 美 元。纽蒙特预计，2026年全维持成本将降至每盎司1,680 美元，优于分析师预期，显示出公司在成本控 制方面取得了进展。（智通财经） ...

Core Viewpoint - GoldMining Inc. has released an updated Mineral Resource Estimate (MRE) for its Crucero Project in Peru, highlighting a significant increase in gold equivalent ounces and the inclusion of antimony for the first time, which is expected to enhance the project's value [1]. Group 1: Mineral Resource Estimate Highlights - The updated MRE indicates a 75% increase in estimated gold equivalent ounces in the Indicated category compared to the previous MRE from 2017 [1]. - The Indicated Mineral Resource is now 42.7 million tonnes at 1.26 grams per tonne (g/t) gold equivalent, totaling 1.74 million ounces (Moz) AuEq [1]. - The Inferred Mineral Resource is reported as 34.9 million tonnes at 0.93 g/t AuEq, equating to 1.04 Moz AuEq [1]. Group 2: Antimony Contribution - Antimony is now modeled in the MRE, contributing approximately 25% of the Indicated AuEq ounces and 29% of the Inferred AuEq ounces [1]. - The inclusion of antimony is noted as a strategic enhancement, given its global importance as a critical metal [1]. Group 3: Economic Assumptions - The MRE is based on long-term average prices of US$3,110 per ounce for gold and US$28,700 per tonne for antimony [1]. - The report emphasizes that the current spot prices for gold are near US$5,000 per ounce, indicating potential for further value realization [1]. Group 4: Project Background and Exploration - The Crucero Project is located in Carabaya Province, Peru, and has undergone extensive exploration from 1996 to 2012, including geological mapping and diamond drilling [1]. - The project consists of eight mining concessions covering an area of 4,600 hectares, and is wholly owned by GoldMining through its subsidiary Blue Rock Mining S.A.C. [1].

Core Viewpoint - The recent internal trading activities of executives at Gold.com have drawn significant attention from investors, particularly in the context of the rising precious metals market. The stock's impressive 104% return over the past year is seen as a reasonable profit-taking move rather than a cause for concern [1][5]. Group 1: Executive Trading Activities - Brian Aquilino, COO of Gold.com, sold 10,000 shares on February 11, 2026, cashing out $595,472. This sale occurred near the stock's peak price, which may raise market concerns [1][5]. - Aquilino exercised options to buy 10,000 shares at $39.69 each, totaling $396,900, which mitigates the negative impact of the stock sale [2][5]. Group 2: Financial Health and Dividend Stability - Gold.com has a strong financial foundation, evidenced by a perfect Piotroski score of 9, indicating high asset quality. The company has maintained a 40-year uninterrupted dividend record, positioning it as a safe-haven asset in volatile markets [2][5]. Group 3: Capital Structure and Market Sentiment - Gold.com is enhancing its capital structure through a $150 million private placement agreement with Tether's TPM, issuing 3,370,787 shares at $44.50 each, which is an 11.9% discount to the weighted average price [3][6]. - Analysts, including DA Davidson, have raised their price target for Gold.com from $45.00 to $53.00, reflecting a bullish sentiment towards the precious metals sector [3][6]. Group 4: Industry Outlook - The overall precious metals industry remains robust, with companies like Barrick Gold exceeding market expectations and raising their price targets to $60.00. This positive trend is supported by strong gold and silver spot prices and widening retail and wholesale spreads [3][6]. - Despite potential short-term pressures from executive sell-offs or stock price corrections, the long-term investment value in precious metals and related companies remains significant due to inflation expectations and geopolitical premiums [3][6]. Group 5: Investor Considerations - Investors are advised to focus on the company's aggressive stock buyback plans and stable 1.39% dividend yield rather than overreacting to individual executive stock adjustments. Companies with strong financial resilience and expansion capabilities in the precious metals sector are crucial components of investment portfolios [4][7].

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Gold.com (GOLD) .Gold.com currently has an average brokerage recommendation (ABR) of 1.00, on a ...

Core Insights - The Government of Mali has extended Barrick Mining's Loulo project gold mining permit by ten years following the resolution of a dispute regarding profit-sharing and control of the Loulo-Gounkoto complex [1][2] - Barrick has agreed to withdraw its arbitration case with the World Bank, while Mali has committed to dropping legal charges against Barrick and restoring full operational control [2] - A new feasibility study indicates that the Loulo-Gounkoto complex has economically viable reserves supporting six years of open-pit mining and 16 years of underground operations, with projected annual gold production of 420,920 ounces [3] Financial Performance - The Loulo-Gounkoto complex generated nearly $900 million (C$1.23 billion) in revenue in 2024, making it Mali's largest gold producer and a significant contributor to Barrick's financial performance [3] Recent Transactions - In November 2025, Barrick completed the sale of the Hemlo Gold Mine in Canada to Carcetti Capital for up to $1.09 billion, which included $875 million in cash and additional payments tied to production levels and gold prices [4]

Group 1: Metals Sector - Jefferies analysts raised price targets for gold and copper miners, indicating a bullish outlook on precious and base metals [2][9] - Newmont's target increased to $158 from $136 and Barrick Gold's target raised to $66 from $60 [2] - Mid-tier players like Alamos Gold and Endeavour Mining also saw target increases to $61 and C$112 respectively [2] Group 2: Travel Sector - Jefferies cut its price target for Expedia from $285 to $240, reflecting concerns over potential headwinds in the digital booking space [3][9] - The firm remains optimistic about the aviation recovery in North America, raising Air Canada's target to C$22 from C$18 [3] Group 3: Economic Data and Currency - Japan's Q4 2025 GDP growth was below analyst forecasts, leading to a dovish outlook for the Bank of Japan and pushing the EUR/JPY exchange rate above 181.50 [4][9] - Industrial Production remained flat at -0.1% month-over-month in December, but Capacity Utilization rebounded by 1.3% [5] Group 4: Corporate Developments - ByteDance is enhancing safeguards against unauthorized use of IP and likenesses in response to concerns over its Seedance 2.0 project [6][9] - Jefferies raised its target for Moderna to $37 from $30, indicating a stabilizing outlook for the biotech company [7] - TD Cowen analysts upgraded Magna International's price forecast from $58 to $75, signaling confidence in the automotive supplier's growth trajectory for 2026 [7]

Core Insights - Gold.com is a small-cap company with significant institutional ownership of 62.9%, indicating strong confidence in its growth potential [1] - The company reported a gross revenue of $10.98 billion and a net income of $17.32 million, resulting in a high price-to-earnings (P/E) ratio of 134.03, suggesting investor expectations of future growth [3] - Gold.com’s stock price has decreased to $58.53, down 6.90% from its previous value, despite strong institutional backing and positive earnings [2][5] Financial Performance - Gold.com achieved a gross revenue of $10.98 billion and a price-to-sales ratio of 0.15, indicating a strong revenue generation relative to its market valuation [3] - The company’s earnings per share (EPS) stands at $0.47, reflecting its profitability despite a high P/E ratio [3] - In comparison, Top Win International reported a gross revenue of $14.08 million but faced a net loss of $40,000, highlighting Gold.com's stronger financial performance [4] Market Activity - Gold.com’s stock has fluctuated between $58.51 and $63.43 today, with a 52-week range of $19.39 to $66.70, indicating volatility in its stock price [5] - The company's market capitalization is approximately $1.48 billion, with a trading volume of 531,505 shares on the NYSE, reflecting active trading interest [5]

Core Viewpoint - RUA GOLD INC. is uplisting to the Toronto Stock Exchange (TSX) from the TSX Venture Exchange, enhancing its visibility and ability to attract investors as it develops its projects in New Zealand [1][2]. Company Overview - RUA GOLD is an exploration company focused on New Zealand, with a team experienced in transforming major discoveries into world-class mines [3]. - The company controls over 120,000 hectares in the Reefton Gold District, historically producing over 2 million ounces of gold with grades between 9 and 50 grams per tonne [4]. - The Glamorgan Project, located in the Hauraki district of New Zealand's North Island, has produced 15 million ounces of gold and 60 million ounces of silver, positioning RUA GOLD as a leading high-grade gold explorer [5]. Uplisting Details - The common shares will be voluntarily delisted from the TSX Venture Exchange on February 13, 2026, and will begin trading on the TSX on February 17, 2026, under the ticker symbol "RUA" [1][2]. - RUA GOLD will remain a "reporting issuer" under Canadian securities laws and will continue to be listed on the OTCQB under the symbol "NZAUF" [2]. Strategic Importance - The uplisting to the TSX is viewed as a significant milestone that will enhance the company's visibility in capital markets and attract institutional and retail investors [2].

Towle & Co disclosed a new stake in Gold.com (NYSE:GOLD) on February 12, acquiring 325,397 shares in an estimated $11.08 million trade. What happened According to an SEC filing dated February 12, Towle & Co acquired 325,397 shares of Gold.com during the fourth quarter of 2025. The quarter-end value of the position stood at $11.08 million, capturing both the trade and price changes for the reporting period. What else to know This is a new position for Towle & Co, accounting for 2.93% of its 13F reportab ...