-- BMO资本市场周三恢复对Eldorado Gold（ELD.TO，EGO）的评级，维持“跑赢大盘”评级，并将目标价下调至82.00加元。此前，该公司已完成对Foran Mining的收购。 BMO表示，此次交易将位于萨斯喀彻温省的麦克伊尔文纳湾项目纳入Eldorado的投资组合，使其在地域和商品种类上实现多元化，并为Eldorado到2030年实现约100万盎司黄金当量产量目标奠定了清晰的基础。 BMO还表示：“我们认为，如果大宗商品价格保持高位，此次交易还有望增加自由现金流。”
Price: $48.23, Change: $-1.80, Percent Change: -3.60%
Resolute Mining (ASX:RSG) received notice that BlackRock Group and its subsidiaries decreased their holdings in the company to 5.08% from 6.2%, according to a Monday filing with the Australian bourse.BlackRock Group now owns 108.7 million shares in the company, the filing said.
Alkane Resources (ASX:ALK) delivered a material production beat in the March quarter, driven mainly by higher-than-modeled head grades across its operations, a small beat on throughput at its Tomingley gold project in New South Wales, as well as higher recoveries at the Bjorkdal gold mine in Sweden, Euroz Hartleys said in an April 24 note.The company reported consolidated production of abut 45,800 ounces of gold equivalent, an early group record, Euroz Hartleys said.The equity research firm noted that Alkane Resources remains debt-free with the exception of AU$20 million in equipment financing, while the execution of an undrawn AU$110 million revolving facility and a AU$40 million contingent instrument facility provides liquidity to act fast on emerging opportunities.The company is on track to surpass the midpoint of fiscal 2026 guidance of 160,000 to 175,000 ounces of gold equivalent production at all-in sustaining costs of AU$2,600 to AU$2,900 per ounce. However, Euroz Hartleys expects softer quarter-over-quarter production in the three months through June due to lower head grades across the group.Euroz Hartleys kept a buy rating on the company while adjusting its price target to AU$2.53 from AU$2.50.
Nextdc (ASX:NXT) opened the retail portion of its fully underwritten 1-for-5.4 accelerated non-renounceable entitlement offer to raise about AU$1.5 billion in total, according to a Monday filing with the Australian bourse.The retail offer, expected to raise around AU$500 million, is priced at AU$12.70 apiece, the same price used in the institutional component, which recently closed and raised about AU$1 billion, per the filing.Eligible retail shareholders who fully exercise their entitlement may also apply for additional new shares up to 100% of their entitlement at the offer price under the top-up facility, the filing added.