-- 週二，Blue Moon Metals (MOON.V) 在美國盤前交易中一度上漲近3%，此前該公司與 Alpha Future Funds 簽署了一份不具約束力的意向書，計劃將雙方的子公司 Nye Sulitjelma Gruver (NSG) 和 VMS Explorations 合併為一家實體。 Blue Moon 表示，這兩家子公司擁有挪威歷史悠久的 Sulitjelma 礦區的開採和勘探許可證。 「NSG 和 VMS 的合併有望帶來一體化的開發機遇，優先開採目標高品位礦區，並集中運輸和加工，從而增強項目經濟效益，簡化投產流程。」 Blue Moon 表示。 該意向書允許雙方在四個月內完成盡職調查並協商最終協議。 AFF 是一家總部位於盧森堡的私募股權基金，投資於創新技術和礦業專案。 Blue Moon 昨日在加拿大的交易價格上漲了 4%。
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$HIG
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Research Alert: CFRA Keeps Strong Buy Opinion On Shares Of Baker Hughes
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We raise our 12-month target price by $14 to $82, reflecting a combination of our sum-of-the-parts (SOTP) and DCF models. For our SOTP model, we presume the oilfield services business (about 50% of BKR's franchise) to be valued at about 10x projected 2027 EBITDA (in line with major peers) and its industrial energy technology business (the other 50%) valued at 14x projected 2027 EBITDA (in line with the peer median). This blended approach, yielding a 12x multiple, implies a value of $73 per share. Meanwhile, our DCF model, using medium-term free cash flow growth of 5% per year, terminal growth of 2.5%, discounted at a WACC of 6.3%, yields intrinsic value of $91 per share. We cut our 2026 EPS estimate by $0.47 to $2.48, but we raise 2027's by $0.07 to $3.24. We acknowledge that the oilfield services business is likely to struggle in 2026 owing to the U.S.-Iran conflict, but the IET business appears quite robust and likely to be a source of both accelerating revenue growth and margins.
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Research
Research Alert: CFRA Maintains Hold Opinion In Shares Of Wab
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$WAB