FINWIRES · TerminalLIVE
FINWIRES

Aclara提交旗艦專案Carina可行性研究結果及綜合重稀土供應鏈技術報告

-- Aclara Resources (ARA.TO) 週一宣布,已完成公司旗艦資產——位於巴西戈亞斯州的卡麗娜項目可行性研究,並公佈了研究結果。研究顯示,該項目以礦產儲量計算的稅後淨現值為17億美元。 此外,Aclara 還公佈了一系列技術研究的結果,這些研究旨在支持其一體化重稀土供應鏈,涵蓋從採礦作業到永磁合金生產的各個環節。這些研究包括卡麗娜計畫的可行性研究、公司分離計畫的初步研究,以及其金屬和合金計畫的初步技術報告(FEL 2,即可行性研究前期階段)。 Aclara 表示,該公司正在推進位於巴西和智利的兩處離子粘土礦床的開發,“這些礦床能夠生產高濃度重稀土元素的混合稀土碳酸鹽”,特別是那些受中國出口管制限制的元素。 「為了在中國以外建立可靠的供應鏈,Aclara 還在美國設立了一個加工中心,該中心將把 MREC 分離成各種稀土氧化物,並進一步將這些氧化物轉化為滿足永久磁鐵製造商需求的金屬和合金。」該公司補充道。 關於 Carina 項目,Aclara 首席營運長 Hugh Broadhurst 表示:“在完成預可行性研究僅六個月後就完成了可行性研究,這是一項重大成就……我們今天展示的工程細節非常詳盡,這反映了 Carina 項目自始至終所投入的大量工作。” 「我們仍然是全球唯一一家按照 NI 43-101 標準報告離子粘土中重稀土礦產儲量的公司。我們已通過連續運行的中試工廠驗證了我們的冶金工藝。這份可行性研究報告正是在此基礎上,以與項目重要性相稱的嚴謹性為基礎。” 上週五,ARA 在加拿大的股價上漲了 1.7%。

Related Articles

Asia

Fortescue Faces Pressure From Iron Bridge Weakness, Green Energy Shift, Jefferies Says

Fortescue (ASX:FMG) reported softer quarterly performance alongside ongoing challenges at Iron Bridge and increased spending on non-core green energy projects, raising concerns over returns and valuation, Jefferies said in an April 24 note.The company reported a softer quarter due to seasonal and weather impacts, with solid performance from its Pilbara hematite operations offset by ongoing underperformance at the Iron Bridge magnetite project, which continues to face throughput and margin challenges and may struggle to justify its value.Jefferies noted that the company's $680 million investment in green energy capacity for third-party customers, such as industrial users and data centers, represents a strategic shift, but views it as non-core capital allocation that may justify a higher discount rate for its mining business until clearer returns emerge.The equity research firm said that the company's Pilbara system is nearing port capacity constraints, a "good problem" that may allow higher-margin hematite production to displace costlier Iron Bridge volumes, as the company reviews its portfolio, trims Iron Bridge output, and keeps overall shipment guidance broadly unchanged.The research firm added that the company remains financially solid with $4.2 billion in cash despite dividends and capital expenditure outflows and is expected to return to a net cash position longer term, but highlighted Iron Bridge uncertainty and higher green energy spending as risks, including a potential write-down, supporting a cautious outlook.Jefferies maintained an underperform rating on Fortescue and reduced the price target to AU$16.50 from AU$17.50.

$ASX:FMG
Research

Research Alert: CFRA Keeps Hold Opinion On Shares Of Otis Worldwide Corporation

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We cut our 12-month target to $90 from $100 following Q1 earnings, valuing OTIS shares at 19.6x our 2027 EPS outlook of $4.58 (down from $4.70; 2026 EPS view updated to $4.18 from $4.25), a modest discount to industrial machinery peers' and OTIS's five-year forward multiple average given unclear timing of ongoing margin headwinds. Service margins were disappointing in Q1 (contracting 160 bps to 23%) amid higher labor and material costs that came in above pricing. Weakness in China has yet to stabilize, though as noted in the past, this represents a shrinking area of OTIS's portfolio and will have a more limited effect going forward. Overall, the latest quarter was more of the same (China weakness/New Equipment decline), though with the added concern of margin quality being pressured within Service - the core profit driver for OTIS overall. While efforts to shore up profitability are underway, we see timing of recovery being uncertain.

$OTIS
Asia Markets

Saudi Shares Start Week Higher; US-Iran Peace Talks Canceled

The Tadawul All Share Index closed Sunday 0.11% higher as investors assessed the latest updates regarding the conflict in the Middle East.US President Donald Trump said on his Truth Social account that the Pakistani trip for his envoys, Steve Witkoff and Jared Kushner, was canceled. The announcement dimmed the hopes for peace talks between Iran and the US to happen any time soon.Further to this, Israel launched an attack in Lebanon on April 25. The strikes, which targeted Hezbollah, resulted in four casualties and facility damage in Southern Lebanon.Back at home, Rabigh Refining and Petrochemical (SASE:2380), d/b/a Petro Rabigh, and Thob Al Aseel (SASE:4012) posted their financial results for the three months ended March 31. Petro Rabigh emerged from a loss in the first quarter, while Thob Al Aseel logged a higher net profit and revenue."The reason for net profit reported during the current quarter compared to a net loss recorded in the same quarter of last year was primarily attributable to improved product margins resulting from stronger refined product pricing and higher sales volumes," Petro Rabigh said in its report.Petro Rabigh rose 10% at closing, while Thob Al Aseel ticked down 1.59%.Meanwhile, the local calendar will be mostly empty except for the kingdom's preliminary figures for its GDP growth rate for the first quarter and the M3 money supply and private bank lending data for March on Thursday.

$^TASI$SASE:2380$SASE:4012