-- Versamet Royalties (VMET) 週五宣布，已完成加拿大 Eskay Creek 金銀礦項目 3.52% 黃金權益流的收購，交易以 3.4 億美元現金和約 205 萬股普通股（向賣方發行）完成。 該公司從 Orion Resource Partners 和 Blackstone (BX) 旗下關聯公司管理的基金實體手中收購了該權益流，部分交易資金來自一項 4 億美元的修訂信貸安排。 Versamet 表示，Eskay 計畫預計在投產後的前五年內，平均每年將生產超過 30 萬盎司黃金。 Versamet 股價週五下跌近 4%。
Price: $12.09, Change: $-0.32, Percent Change: -2.57%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:BHP delivered solid nine-month operational performance with copper production of 1,460.9kt, down 3% Y/Y, due to lower Escondida grades, while iron ore achieved record production of 196.6Mt, up 2%. Average realized copper prices surged 31% Y/Y to USD5.47/lb, led by AI infrastructure demand and electrification trends, with iron ore averaging USD84.91/wmt, up 2%. Strong operational momentum at key assets including record material mined at Escondida and excellence at WAIO support the investment thesis despite grade headwinds. Management upgraded FY 26 (Jun.) copper guidance to the upper half of the 1,900-2,000kt range, reflecting operational confidence. BHP's disciplined capital management realized USD4.8B through strategic transactions, including the Antamina streaming deal, enabling focus on growth projects. Escondida's unit cost guidance was lowered to USD1.00-1.20/lb, reflecting operational excellence, while the Resolution Copper land exchange milestone advances a major untapped copper resource.
ITC Properties Group (HKG:0199) said it was seeking to raise HK$55.3 million via a stock offering, according to a Hong Kong bourse filing Wednesday.The firm is seeking investors for 69.1 million shares priced at HK$0.8 each to raise funds to explore opportunities related to artificial intelligence and web3-related technologies.The shares represent 6.78% of the company's issued share capital an 6.35% as enlarged by the sale.
Kaiser Reef (ASX:KAU) said underground refurbishment and rehabilitation at the Union Hill mine, within the Maldon project in Victoria, will begin in May, according to a Wednesday filing with the Australian bourse.Initial underground refurbishment works include establishing a northern access drilling platform to target untested sections of the Eaglehawk and Ladies Reefs, the filing said.Drilling is expected to start next quarter, per the filing.Shares fell nearly 2% in morning trade Wednesday.