rbc
Просмотров: 24,099
25 обсуждают
Популярные
Новые
📈 RBC & Bank of America TURN POSITIVE ON B2GOLD (BTG)
Analysts from RBC Capital and Bank of America Securities are displaying confidence in B2Gold Corp. amid strong gold market prospects and rising long‑term gold price expectations.
• RBC Capital raised its price target on B2Gold from ~$5 → $6, while maintaining a Hold rating, reflecting a more optimistic outlook.
• Bank of America labeled B2Gold as one of the companies with strong leverage to higher gold prices, forecasting gold could climb further in 2026.
• B2Gold operates across Canada, Mali, Namibia & the Philippines, giving it global production footprint exposure.
Market Insight
Analysts see BTG as a leveraged play on rising gold prices, since gold producers typically benefit more than royalty/streaming firms during strong bull cycles.
Expert Take:
Positive broker commentary — even with a Hold — can signal improving sentiment for gold mining equities and attract fresh investor interest.
#BTG #GoldStocks #AnalystUpgrades #RBC #BankOfAmerica $PAXG $XAU
Analysts from RBC Capital and Bank of America Securities are displaying confidence in B2Gold Corp. amid strong gold market prospects and rising long‑term gold price expectations.
• RBC Capital raised its price target on B2Gold from ~$5 → $6, while maintaining a Hold rating, reflecting a more optimistic outlook.
• Bank of America labeled B2Gold as one of the companies with strong leverage to higher gold prices, forecasting gold could climb further in 2026.
• B2Gold operates across Canada, Mali, Namibia & the Philippines, giving it global production footprint exposure.
Market Insight
Analysts see BTG as a leveraged play on rising gold prices, since gold producers typically benefit more than royalty/streaming firms during strong bull cycles.
Expert Take:
Positive broker commentary — even with a Hold — can signal improving sentiment for gold mining equities and attract fresh investor interest.
#BTG #GoldStocks #AnalystUpgrades #RBC #BankOfAmerica $PAXG $XAU
📈 RBC & Bank of America TURN POSITIVE ON B2GOLD (BTG)
Analysts from RBC Capital and Bank of America Securities are displaying confidence in B2Gold Corp. amid strong gold market prospects and rising long‑term gold price expectations.
• RBC Capital raised its price target on B2Gold from ~$5 → $6, while maintaining a Hold rating, reflecting a more optimistic outlook.
• Bank of America labeled B2Gold as one of the companies with strong leverage to higher gold prices, forecasting gold could climb further in 2026.
• B2Gold operates across Canada, Mali, Namibia & the Philippines, giving it global production footprint exposure.
Market Insight
Analysts see BTG as a leveraged play on rising gold prices, since gold producers typically benefit more than royalty/streaming firms during strong bull cycles.
Expert Take:
Positive broker commentary — even with a Hold — can signal improving sentiment for gold mining equities and attract fresh investor interest.
#BTG #GoldStocks #AnalystUpgrades #RBC #BankOfAmerica $PAXG $XAU
Analysts from RBC Capital and Bank of America Securities are displaying confidence in B2Gold Corp. amid strong gold market prospects and rising long‑term gold price expectations.
• RBC Capital raised its price target on B2Gold from ~$5 → $6, while maintaining a Hold rating, reflecting a more optimistic outlook.
• Bank of America labeled B2Gold as one of the companies with strong leverage to higher gold prices, forecasting gold could climb further in 2026.
• B2Gold operates across Canada, Mali, Namibia & the Philippines, giving it global production footprint exposure.
Market Insight
Analysts see BTG as a leveraged play on rising gold prices, since gold producers typically benefit more than royalty/streaming firms during strong bull cycles.
Expert Take:
Positive broker commentary — even with a Hold — can signal improving sentiment for gold mining equities and attract fresh investor interest.
#BTG #GoldStocks #AnalystUpgrades #RBC #BankOfAmerica $PAXG $XAU
DAILY GAINERS
$ERN +102.1%
#AIAGENT +26.7%
#MASA +21.4%
#VON +18.9%
#RBC +15.7%
$NUM +14.9%
$AVL +13.1%
$XTER +12.3%
$CKB +11.0%
$SOLV +10.3%
#dailygainers
$ERN +102.1%
#AIAGENT +26.7%
#MASA +21.4%
#VON +18.9%
#RBC +15.7%
$NUM +14.9%
$AVL +13.1%
$XTER +12.3%
$CKB +11.0%
$SOLV +10.3%
#dailygainers
🇷🇺 Moscow Exchange to Launch #bitcoin Index Futures — #RBC
The #moscow Exchange is set to introduce a new trading instrument: futures contracts based on a Bitcoin index.
Starting June 10, the index will be calculated using price data from major crypto exchanges.
Buy and Trade $BTC here
📡 #OneBigBeautifulBill @WISE PUMPS
The #moscow Exchange is set to introduce a new trading instrument: futures contracts based on a Bitcoin index.
Starting June 10, the index will be calculated using price data from major crypto exchanges.
Buy and Trade $BTC here
📡 #OneBigBeautifulBill @WISE PUMPS
🚀
#RBC reports: The Central Bank of Russia may allow asset management companies to include cryptocurrency in the portfolios of mutual investment funds (PIFs). 📈🇷🇺
👉 Minor for adoption: Russia's move is sub-federal and unlikely to drive immediate institutional flows; watch SEC's spot-SOL ETF decision by July 31 for real market impact.
#CryptoScamSurge
#CryptoScamSurge
#RBC reports: The Central Bank of Russia may allow asset management companies to include cryptocurrency in the portfolios of mutual investment funds (PIFs). 📈🇷🇺
👉 Minor for adoption: Russia's move is sub-federal and unlikely to drive immediate institutional flows; watch SEC's spot-SOL ETF decision by July 31 for real market impact.
#CryptoScamSurge
#CryptoScamSurge
#RBC elevou a recomendação da Vale de Sector Perform para Outperform, afirmando que os atrasos no projeto de minério de ferro de Simandou manterão os preços mais altos por mais tempo, posicionando a mineradora brasileira como uma das principais beneficiárias.
A corretora aumentou seu preço-alvo para US$ 14,20 por ADR, ante US$ 11 anteriormente.
Espera-se que o minério de ferro se mantenha em US$ 100 por tonelada durante o primeiro semestre do próximo ano, antes de cair para US$ 95 até o final de 2026. O RBC também aumentou sua previsão de longo prazo para o minério de ferro de US$ 75 para US$ 85, devido à inflação de custos do setor.
O comissionamento da mina de Simandou provavelmente enfrentará desafios relacionados à geologia e a um complexo sistema de infraestrutura multimodal, levando a corretora a estender seu período de rampa assumido de 30 para 48 meses. Isso empurra mais oferta para o futuro e eleva as previsões de preço médio do minério de ferro do RBC para 2026 a 2029 em cerca de 13%.
Segundo o RBC, a Vale se destaca como clara vencedora neste cenário porque seus produtos de minério de ferro de alto teor, incluindo IOCJ, comandariam prêmios maiores com menos toneladas concorrentes chegando ao mercado.
A corretora acrescentou que a menor disponibilidade de minério com baixo teor de alumina também aumentará os prêmios para os produtos da Vale, levando o RBC a aumentar suas premissas de prêmio para 2026 a 2029 em cerca de 6%.
Previsões de preços mais altos resultam em um aumento de 6% no EBITDA médio esperado da Vale para 2025 a 2027, uma elevação de 11% no LPA e um aumento de 15% no fluxo de caixa
Com a redução dos pagamentos de remediação e o crescimento dos volumes de metais básicos, o RBC projeta que o rendimento do fluxo de caixa livre da Vale será de aproximadamente 9% no ano fiscal de 2026, em comparação com cerca de 4% dos pares.
A corretora também espera que a empresa complemente pagamento de dívida líquida de US$ 15 bilhões.
$BANK
A corretora aumentou seu preço-alvo para US$ 14,20 por ADR, ante US$ 11 anteriormente.
Espera-se que o minério de ferro se mantenha em US$ 100 por tonelada durante o primeiro semestre do próximo ano, antes de cair para US$ 95 até o final de 2026. O RBC também aumentou sua previsão de longo prazo para o minério de ferro de US$ 75 para US$ 85, devido à inflação de custos do setor.
O comissionamento da mina de Simandou provavelmente enfrentará desafios relacionados à geologia e a um complexo sistema de infraestrutura multimodal, levando a corretora a estender seu período de rampa assumido de 30 para 48 meses. Isso empurra mais oferta para o futuro e eleva as previsões de preço médio do minério de ferro do RBC para 2026 a 2029 em cerca de 13%.
Segundo o RBC, a Vale se destaca como clara vencedora neste cenário porque seus produtos de minério de ferro de alto teor, incluindo IOCJ, comandariam prêmios maiores com menos toneladas concorrentes chegando ao mercado.
A corretora acrescentou que a menor disponibilidade de minério com baixo teor de alumina também aumentará os prêmios para os produtos da Vale, levando o RBC a aumentar suas premissas de prêmio para 2026 a 2029 em cerca de 6%.
Previsões de preços mais altos resultam em um aumento de 6% no EBITDA médio esperado da Vale para 2025 a 2027, uma elevação de 11% no LPA e um aumento de 15% no fluxo de caixa
Com a redução dos pagamentos de remediação e o crescimento dos volumes de metais básicos, o RBC projeta que o rendimento do fluxo de caixa livre da Vale será de aproximadamente 9% no ano fiscal de 2026, em comparação com cerca de 4% dos pares.
A corretora também espera que a empresa complemente pagamento de dívida líquida de US$ 15 bilhões.
$BANK
🇨🇦 ROYAL BANK OF CANADA BUYS THE MINING DIP
RBC just acquired **77,700 shares of Trump-family linked Bitcoin miner $ABTC **—worth ~$150K.
This isn’t just a trade; it’s institutional validation of crypto mining as a strategic asset class.
While retail eyes the exits, banks are quietly accumulating.
#Bitcoin #Mining #Crypto #Institutions #RBC
$BTC
$ORDI
$ACM
RBC just acquired **77,700 shares of Trump-family linked Bitcoin miner $ABTC **—worth ~$150K.
This isn’t just a trade; it’s institutional validation of crypto mining as a strategic asset class.
While retail eyes the exits, banks are quietly accumulating.
#Bitcoin #Mining #Crypto #Institutions #RBC
$BTC
$ORDI
$ACM
Войдите, чтобы посмотреть больше материала