Vancouver, British Columbia--(Newsfile Corp. - September 23, 2025) - Midnight Sun Mining Corp. (TSXV: MMA) (OTC Pink: MDNGF) ("Midnight Sun" or the "Company") is pleased to announce the mobilization of a third diamond drill rig to its flagship Dumbwa Target, a key component of the Company's Solwezi Project, located in the Domes Region of Zambia. The most recent drilling tender has been awarded to Chibuli Investments Limited, a local drilling contractor based in Ndola, Zambia. Under the terms of the contrac ...

涉及的行业或公司 * 报告广泛覆盖全球跨资产类别，包括股票、债券、大宗商品和外汇市场 [1][2][3][4] * 重点分析的大宗商品包括黄金、原油和铜 [2][3][4] * 涉及的股票指数包括标普500指数、欧洲斯托克600指数、TOPIX指数和MSCI亚太（除日本）指数 [4][23] * 提及的行业包括基础资源行业，特别是欧洲基础资源指数（SXPP） [3][4] 核心观点和论据 * **市场背景与央行政策**：市场延续“risk on”模式，股市上涨，债券收益率温和承压 美联储如期降息25个基点至4%，英国央行维持利率在4%不变，日本央行维持政策指引在0.5%不变 [1] * **黄金表现强劲**：黄金自8月以来涨势加速，过去一个月回报率达+12%，为自1980年以来月度回报率的98百分位 上涨受到期货头寸增加、ETF流入以及央行季节性需求上升的支持 鸽派政策重新定价和美元走弱是黄金的顺风，但近期涨势表明其相对资产宏观定价（PC1“全球增长”和PC2“货币政策”因子及美元指数）的隐含贝塔值有所超调 大宗商品团队仍看好其中期目标每盎司4000美元，但投机性头寸已显著增加 [2] * **原油表现疲软**：原油在过去12个月的表现低于其宏观定价的隐含贝塔值 大宗商品团队预计，由于供应增长强劲，油价将在2026年进一步下跌 [2] * **资产表现分化与铜/油比率**：年内至今，多数原油相关资产的表现优于其对油价的贝塔值 外汇中的出口国相对于进口国表现最佳，部分受新兴市场货币“追逐利差”和Goldilocks背景支持 铜/油比率自2022年低点持续上升，今年甚至超过了PC1“全球增长” 部分原因可能是资产中对**中国增长乐观情绪**的提升 [3] * **基础资源股票滞后**：基础资源股因铜价上涨而反弹，但欧洲基础资源指数（SXPP）的表现滞后于铜价和美国同业 [3] * **资产配置与目标预测**：公司对12个月 horizon 保持温和亲风险态度，但战术上中性 股票策略师将标普500指数的3/6/12个月目标分别上调至6800/7000/7200，TOPIX目标上调至3300/3300/3400 利率团队将10年期英国国债年末预测修正为4.4% 大宗商品策略师仍看涨黄金、看跌原油，并预计铜价在未来12个月大致持平 [4] * **估值与头寸**：报告包含大量图表数据，显示各类资产的估值百分位、收益率、资金流动、相关性、波动率及市场情绪指标 [23][64][67][74][105][108] 其他重要但可能被忽略的内容 * **期权策略机会**：报告指出，尽管不是基准情景，但若铜价持续上涨可能利好欧洲基础资源指数（SXPP），且其看涨期权隐含波动率相对于黄金和金矿股显得便宜，使得看涨期权转换策略具有吸引力 [4] * **数据发布与演讲日程**：全球PMI数据和核心PCE数据是本周主要宏观数据，预计将有多次美联储官员讲话 [1] * **研究方法与风险提示**：报告包含大量附录，详细说明了研究方法、模型构建细节（如风险偏好指标RAI）、监管认证和重要披露信息，强调投资者应仅将本报告视为其投资决策的单一因素 [5][6][31][32][35][199][200] * **团队贡献**：报告感谢了投资组合策略团队的实习生Siumi Abeywickrema的贡献 [21]

Copper capped off a strong August despite tariff headwinds blowing in its direction. Physical copper prices rose in tandem with copper mining equities, which created opportunities for investors to obtain exposure via ETFs. "Copper showed notable strength in August, with strong price gains for both physical copper and copper mining equities reflecting renewed investor confidence and growing policy support,†said Sprott Asset Management ETF product manager Jacob White in a Sprott Copper Report. Copper continue ...

copper ore, macro photography, ore extraction mine, metal used in the production of conductive materialgettyThere wasn’t going to be enough copper even before AI. The expected demands for copper from the electrification of future technologies was already going to overwhelm supply, long before the AI revolution kicked off when ChatGPT became mainstream.Now, the demand for copper is entering an entirely new level – and the market doesn’t seem to have caught on, at least if you look at the copper chart.It’s ir ...

// Not for distribution to the United States newswire services or for dissemination in the United States // VANCOUVER, British Columbia, Sept. 22, 2025 (GLOBE NEWSWIRE) -- Copper Quest Exploration Inc. (CSE: CQX; OTCQB: IMIMF; FRA: 3MX) (“Copper Quest” or the “Company”) is pleased to announce that it has closed the previously announced acquisition of the Nekash Copper-Gold Porphyry Project (“Nekash” or the “Project”) located in Lemhi County, Idaho, United States. This acquisition marks an important mileston ...

GreenLight Metals Intersects Significant Copper-Rich VMS Mineralization at Bend Project in Wisconsin Including 12.85m of 4.15% Copper EquivalentSeptember 22, 2025 7:00 AM EDT | Source: GreenLight Metals Inc.Assays on Holes 1-3 Confirm High-Grade Copper with Significant Gold and Tellurium; Visual Observations Suggest Continued Success in Remaining HolesMedford, Wisconsin--(Newsfile Corp. - September 22, 2025) - GreenLight Metals Inc. (TSXV: GRL) ("GreenLight" or the "Company") is pleased to ann ...

“This milestone reflects MDO’s dedication to advancing Oman’s mining sector and promoting sustainable growth,” the state-owned mining company said in a post on the social media platform X, adding: “This project is a key part of MDO’s ambitious development plan and reflects its commitment to advancing Oman’s mining sector.”In a landmark move, 2025 was ushered in with news that Minerals Development Oman (MDO) had exported copper concentrates from its Lasail Mine for the first time. An extensive exploration dr ...

Silver One Commences Ground Geophysical Survey at Its Phoenix Silver Project and Advances Candelaria PEASeptember 22, 2025 12:15 AM EDT | Source: Silver One Resources Inc.Vancouver, British Columbia--(Newsfile Corp. - September 22, 2025) - Silver One Resources Inc. (TSXV: SVE) (OTCQX: SLVRF) (FSE: BRK1) ("Silver One" or the "Company") is pleased to announce the initiation of ground Induced Polarization (IP) and Magnetotelluric (MT) geophysical surveys on its 100% owned Phoenix Silver project i ...

Calgary, Alberta--(Newsfile Corp. - September 19, 2025) - Canadian Critical Minerals Inc. (TSXV: CCMI) (OTCQB: RIINF) ("CCMI" or the "Company") has closed its previously announced flow-through financing for gross proceeds of $600,000, comprised of 17,142,858 flow-through units with an issue price of $0.035 per unit. Each unit consists of one flow-through share and one-half of one common share purchase warrant that is exercisable into a common share at an exercise price of $0.05 cents per share for a period ...

融资完成情况 - 公司完成私募配售第二期也是最后一期融资 共发行4,070,534个单位 每单位价格0.075加元 融资总额305,290.05加元[1] - 每个单位包含1股普通股和1份认股权证 认股权证行权价为每股0.15加元 有效期至2027年9月19日[2] - 认股权证设有加速到期条款 若公司股价在发行后4个月后连续10个交易日达到或超过0.29加元 权证将自动加速到期[2] - 公司向合格中介支付总计5,040加元中介费并发行67,200份中介认股权证 条款与普通认股权证相同[3] 内部人士参与 - 公司内部人士合计认购680,000个单位 该交易构成关联方交易[4] - 公司依据MI 61-101第5.5(a)和5.7(1)(a)条款豁免估值和小股东批准要求 因内部人士认购金额未超过公司市值25%[4] - 私募配售获得董事会一致批准[4] 资金用途与限制 - 融资资金将用于勘探活动和一般营运资金[5] - 所有发行证券受法定持有期限制 至2026年1月20日到期[5] 公司资产概况 - 公司拥有Stars地产100%权益 该斑岩型铜钼发现项目占地9,693公顷 位于不列颠哥伦比亚省中部Bulkley斑岩带[9] - 毗邻Stars地产的Stellar地产公司拥有100%权益 面积5,389公顷[9] - 公司通过参股协议可获得Rip项目最高80%权益 该斑岩铜钼项目面积4,700公顷 同样位于Bulkley斑岩带[9] - 公司全资拥有Thane项目 位于不列颠哥伦比亚省北部Quesnel地体 面积20,658公顷 已识别10个高优先级靶区 显示重要铜和贵金属矿化潜力[10] 行业背景 - 铜作为重要工业金属 在全球能源转型和现代基础设施建设中处于核心地位[7] - 铜在电气化、可再生能源系统、电动汽车、数据中心和智能技术领域发挥关键作用[7] - 全球需求上升叠加品位下降、许可复杂和投资不足等供应挑战 使铜市场面临持续短缺和地缘政治审查[7] - 美国近期政策公告包括进口关税和保障国内及盟友供应链举措 凸显铜的战略重要性及对弹性本地化资源勘探开发生产加工能力的需求[7] 公司基本信息 - 公司专注于通过勘探开发北美关键矿产资产组合为股东创造价值[8] - 公司土地组合包含四个项目 总面积超过40,000公顷 位于优质矿业管辖区[8] - 公司领导层和顾问团队为资深矿业高管 拥有丰富技术和资本市场经验 在全球范围内具有发现、融资、开发和运营矿业项目的良好记录[11] - 公司普通股主要在加拿大证券交易所交易 代码"CQX"[11]