Intel Fair Value Estimate Remains Steady Despite…
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We intend to maintain our $21 (C$28.40) fair value estimate for no-moat Intel INTC and $180 (C$243.41) for narrow-moat Qualcomm QCOM following The Wall Street Journal’s report on Sept. 20 that Qualcomm “made a takeover approach to rival Intel in recent days.” No deal price was discussed in the report, and we agree with the Journals assessment that there would […]
AE Elemental Launches New Recycling Facility in Poland
In a significant stride towards sustainable electric vehicle (EV) practices, AE Elemental—an innovative partnership between the U.S.-based Ascend Elements and Poland’s Elemental Strategic Metals—has launched a state-of-the-art lithium-ion battery recycling facility in Zawiercie, Poland. As the demand for electric vehicles escalates, the need for eco-friendly battery recycling processes becomes increasingly paramount, particularly in light of […]
US to Allocate $3 Billion for 25 Battery Manufacturing Projects
Empowering America’s Battery Supply Chain: A $16 Billion Initiative for Sustainable Energy The transition to a greener economy hinges significantly on the availability and sustainability of critical minerals essential for battery production. Recently, the U.S. Department of Energy (DOE) announced a remarkable $16 billion initiative aimed at bolstering the domestic supply chain for battery-grade materials, […]
U.S. Invests $3B+ in EV Battery Production, Escalating Critical Minerals Race with China (Technology Metals Report, Sept. 20, 2024)
(Technology Metals Report, Sept. 20, 2024) The critical minerals sector is undergoing significant transformations globally, with nations racing to secure their supply chains and reduce dependence on dominant players. This article explores recent developments in the industry, from major government investments to new mineral discoveries and international collaborations, highlighting the complex interplay of economic, environmental, […]
Unraveling the Microstructural Complexities in Electro deposited Alkali Metal Films
Introduction The evolution of solid-state batteries stands at the forefront of energy storage research, primarily due to their potential for higher energy densities and increased safety compared to conventional lithium-ion batteries. A pivotal aspect of solid-state batteries is the interface between the alkali metal anode and the solid electrolyte (SE). This article re-examines a […]
Zijin Commits to Continued Investment in Canadian Mining Amid Crackdown
“Canada has some of the best mineral exploration companies in the world,” he said. “As world leaders, I believe it’s in our best interests to work together.” Canadian Prime Minister Justin Trudeau’s government has sought to restrict mining deals involving foreign state-owned entities for nearly two years in efforts widely seen as targeting China’s dominance […]
Barrick Anticipates 30% Increase in Gold-Equivalent Production by 2030
“Five years ago, we set out to build a sustainably profitable gold and copper business focused on world-class assets. We did not have to buy them at a premium: they were embedded in the merged portfolio of Barrick and Randgold and we just had to unlock their value,” Bristow said in a news release. According […]
Gold Miners Claim Increased Discipline Amid Rising Dealmaking Activity
Bullion’s rally and easing cost pressures have made assets more appealing, especially for those seeking to replace aging mines. Yet companies are signaling they’re wary of repeating errors made in a previous bull market when mega expansions left them with big debts and angry shareholders. At an industry gathering in Colorado Springs this week, executives […]
Where a Leading REIT ETF Manager Sees Great Opportunities…
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Investors in funds focused on real estate investment trusts took a one-two punch in recent years from the pandemic and higher interest rates. But one veteran fund manager says the outlook is now looking much brighter for these dividend-paying stocks. Not only has the fundamental backdrop for REITs improved with interest rates coming down, but […]
Why This Vanguard ETF Makes an Excellent Cash Substitute
Key Morningstar Metrics for Vanguard Short-Term Treasury ETF Morningstar Medalist Rating: Gold Process Pillar: Above Average People Pillar: Above Average Parent Pillar: High Vanguard Short-Term Treasury Index VGSH provides a market-value-weighted portfolio of short-term Treasury bonds. Its cost-efficient approach and razor-thin expense ratio make this a compelling option. The fund tracks the Bloomberg 1-3 Year […]