As SCR-Sibelco's stock hovers around €4,800, a significant gap emerges between its market price and a key intrinsic value estimate. With shares down nearly 12% year-to-date, investors are weighing whether recent weakness presents a buying opportunity or a sign of fundamental overvaluation.
An analysis of the German beverage company's financial metrics reveals flat returns on capital and limited reinvestment, casting doubt on its potential for high growth despite a rising stock price.
The Biden administration's 'Project Vault' initiative aims to reduce American dependence on Chinese rare earths, creating a potential windfall for domestic, integrated suppliers. USA Rare Earth stands at the intersection of major policy pushes and federal funding.
Despite a new U.S. framework for involvement, extracting Greenland's rare earth metals is hampered by Arctic extremes, local political opposition, and strained transatlantic ties.
NexGen Energy Ltd. (NXE) has unveiled exceptional high-grade uranium assay results from its Patterson Corridor East discovery, adjacent to its flagship Arrow deposit in Saskatchewan's Athabasca Basin. The findings, including an ultra-high-grade intercept of 74.8% U₃O₈, bolster the case for a world-class resource and potential infrastructure synergies, positioning the company amid strong uranium market fundamentals.
A new 10,000-meter drilling program aims to confirm the western extension of the Rose West lithium discovery in Quebec, a critical step toward defining an initial resource that could bolster the broader Rose Project's economic potential.
Amid soaring demand for critical minerals, Ivanhoe Electric Inc. is advancing its flagship Arizona copper project while commercializing its unique Typhoon geophysical survey system, positioning the company at the intersection of resource development and technology.
A new industry report reveals a dramatic redistribution of online shopping growth across Europe, with Central and Eastern Europe and the Nordics surging ahead. The shifting landscape is forcing brands to confront new battlegrounds in returns, discovery, and data quality.
South Korea unveils a comprehensive strategy to stabilize supplies of critical rare earth minerals, pivoting towards enhanced collaboration with China while simultaneously pursuing global diversification efforts to safeguard its high-tech industries.
New soil sampling results from Core Silver's Laverdiere project in British Columbia reveal a significant multi-kilometre mineralized corridor, extending known deposits and pointing to a large, open porphyry-skarn system with high-grade potential.
A property manager has been arrested and more than a thousand samples of unknown materials have been airlifted to a federal lab for analysis after the discovery of a suspected illicit biological laboratory in a residential garage, with links to a prior California case.
In a market obsessed with flashy brands, the real competitive edge is shifting beneath the surface. We analyze how investments in foundational infrastructure—from AI data centers to restaurant tech stacks and critical minerals—are reshaping industries and redefining value.
In a pre-Super Bowl interview, former President Donald Trump indicated he will not intervene personally in the high-stakes bidding war between Netflix and Paramount Skydance for Warner Bros. Discovery, stating the Justice Department should handle the competition review.
MP Materials' stock has surged over 150% in the past year, riding the wave of critical mineral supply chain focus. Yet, a deep dive into its valuation reveals a stark contradiction: while a cash flow model suggests significant undervaluation, its sky-high revenue multiple signals caution. Investors are left weighing its strategic position against its current price tag.
Former President Donald Trump stated he will not involve himself in the contentious negotiations between Netflix, Paramount, and Skydance Media for Warner Bros. Discovery, leaving the matter to the Justice Department.
Vice President JD Vance unveils a plan to establish an international coalition using adjustable tariffs to create price floors for critical minerals, marking the latest move in a strategic push to reduce Western reliance on Chinese supplies.
A Santa Barbara County family has launched a federal lawsuit challenging California's strict oil drilling setback law, arguing it constitutes an unconstitutional taking of their mineral rights and threatens generational wealth.
OpenAI's proposal to trade its AI software for a cut of future drug revenues faces steep odds, analysts say, as the real bottlenecks in medicine lie far beyond the discovery phase.
USA Rare Earth lands a pivotal role in America's critical minerals strategy, securing a potential $1.6 billion federal package and new private investment to build a domestic supply chain from mine to magnet.
In a strategic move to diversify global supply chains for critical minerals, uranium and rare earths producer Energy Fuels has entered into an agreement to acquire Australian Strategic Materials. The deal aims to bolster a Western-centric supply chain for rare earth elements, reducing reliance on Chinese production.
