Wall Street, TSX rise after interest rate worries fuelled a sell-off Friday
Wall Street is clawing back some of its steep losses from Friday, as stocks swept up in the artificial-intelligence boom bounce back on Monday.
#Canada #Economy #Money #Oil
https://globalnews.ca/news/11894411/wall-street-tsx-monday/
Wall Street, TSX rise after interest rate worries fuelled a sell-off Friday
Wall Street is clawing back some of its steep losses from Friday, as stocks swept up in the artificial-intelligence boom bounce back on Monday.
#Canada #Economy #Money #Oil
https://globalnews.ca/news/11894411/wall-street-tsx-monday/
Wall Street, TSX rise after interest rate worries fuelled a sell-off Friday
Wall Street is clawing back some of its steep losses from Friday, as stocks swept up in the artificial-intelligence boom bounce back on Monday.
#Canada #Economy #Money #Oil
https://globalnews.ca/news/11894411/wall-street-tsx-monday/
BMO: #Equitymarkets point to a firm open this morning after rallying further last week. The #S&P500 starts the week pushing record territory, while the #TSX is just shy of that. #WTI #oil prices have edged back above the $90 mark, while 10-year #Treasury #yield is slightly higher at 4.47% #markets

The Global Gambit:
www.theglobalgambit.com

#Copper #Mining #ValueInvesting #MacroTrading #TSX #IVN #Stocks

Ivanhoe’s new 500ktpa on-site smelter is operating at >60% capacity. Exporting 99.7% pure blister anodes instead of bulky, low-grade concentrate fundamentally transforms logistics and slashes freight expenses.
#Copper #Mining #ValueInvesting #MacroTrading #TSX #IVN #Stocks
In mining, the ultimate economic moat is ore grade. While peers struggle with sub-1% copper, Ivanhoe's Kamoa-Kakula averages an extraordinary 2.5% to 3.5% with a C1 cash cost of $2.58/lb. Is the YTD sell-off a warning or a major discount?
#Copper #Mining #ValueInvesting #MacroTrading #TSX #IVN #Stocks
The market is punishing Ivanhoe for a Q1 net loss driven by a $183M DRC tax settlement. Look deeper: underlying EBITDA from Kamoa-Kakula remained strong at $158M. This peak capex cycle sets up a 2028 FCF inflection.
The Global Gambit:
https://www.theglobalgambit.com/p/the-ivanhoe-mines-tsx-ivn-anomaly
#Copper #Mining #ValueInvesting #MacroTrading #TSX #IVN #Stocks

Watch our interview with David Christie of Globex Mining (TSX: GMX), 270+ mineral assets, 106 royalties, 40M$ in cash/securities, no debt, 56.4M shares outstanding.

$GMX #TSX #Mining #RoyaltyMining #CriticalMinerals #Gold #Antimony #RareEarths #ProjectGenerator

https://eresearch.com/2026/04/28/eresearch-reports/company-reports/globex-mining/analyst-video-globex-mining-builds-royalties-across-270-assets/

Analyst Video - Globex Mining Builds Royalties Across 270 Assets

Globex Mining Enterprises (TSX: GMX) President David Christie spoke with Chris Thompson of eResearch in a video interview covering how the company's project generator and royalty business model builds and monetizes a portfolio of more than 270 mineral assets across North America. With roughly $40 million in cash and securities and zero debt, Globex acquires properties, adds value through exploration and geophysics, and options them to partners for cash, shares, and retained royalties, without raising capital from markets. For some projects, the company does more development work before finding a partner, but a royalty is always the goal. On the Globex side, key 2026 catalysts include drill programs at Cadillac Wood and Rouyn-Merger in Quebec. On the partner side, watch for a maiden resource at Bald Hill Antimony in New Brunswick, a feasibility study at Mont Sorcier iron ore, and continued drilling at Devil's Pike (now called Golden Pike). [more]

eResearch