Key Highlights

  1. Last week, global equity markets were up 0.8% on average, while metal prices were relatively flat. This week, all eyes are focused on U.S. GDP and core inflation data. 
  2. Paladin Energy’s (ASX: PDN) acquisition of Fission Uranium (TSX: FCU) is consistent with our earlier prediction that majors would pursue M&A to secure long-term supply.
  3. Shares of a graphite junior under coverage were up 13% last week, following the approval of its mining licenses.  
  4. The Realized HODL ratio (RHODL) of Bitcoin (BTC) increased last week, suggesting potential for an uptick in near-term BTC prices
  5. Major AI indices are down 1% WoW on average, but up 14% YoY.

In This Issue

  • Commentary on Companies Under Coverage: Gain insights into companies under coverage that experienced significant developments last week, along with our analysts' commentary and actionable takeaways.
  • FRC Top Picks: Explore the top five weekly performers among our list of top picks.
  • Weekly Commentary (Mining): Gain a broader perspective on global equity and metal markets, major developments, trends affecting the mining sector, along with our analysts' predictions, and metal price forecasts.
  • Weekly Commentary (Cryptos): Stay updated with the latest developments in the crypto markets, including detailed analysis of key parameters such as crypto prices, global market capitalization, hash rates, and valuations of publicly traded crypto companies.
  • Weekly Commentary (AI): Explore the performance of leading AI indices and some of the most popular large-cap AI stocks, along with their valuation metrics.