Radar do Mercado
Resumo diário completo com análise técnica e fundamental dos mercados globais, incluindo movimentos em Forex, ações, metais e decisões macroeconômicas relevantes.
12323 tópicos neste fórum
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Kinterra Capital has made an improved offer to buy Australia’s New World Resources (ASX: NWC) as it looks to beat London-listed Central Asia Metals (LSE: CAML) in the takeover battle. On Monday, Kinterra lifted its offer from A$0.057 to A$0.062 a share, the same price CAML offered in its off-market bid last week. CAML’s previous best offer was A$0.055 before Kinterra came into the fold. At market close in Australia, New World’s shares traded at A$0.065 apiece for a market capitalization of A$215.7 million ($141.8 million). ‘Superior offer’ While its offer, on a per-share basis, is the same as CAML, Kinterra argues that its revised bid is “superior” in many …
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Canadian private equity firm Kinterra Capital has secured $80 million led by Lionhead to reboot the Pumpkin Hollow underground mine in Nevada, targeting first production within 24 months. The company acquired Pumpkin Hollow last October through a $128 million stalking horse bid for its previous owner Nevada Copper, which had briefly brought the mine into production before encountering operational setbacks and subsequently went bankrupt. At the time of the sale, the project was fully permitted and had about $800 million in installed infrastructure, with no debt or stream obligations. With core infrastructure already in place, Kinterra said it will focus on clos…
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Canadian private equity firm Kinterra Capital has secured a small but significant victory in its takeover bid for Australian copper miner New World Resources (ASX: NWC), with the Takeovers Panel accepting an undertaking that New World will not issue shares to Central Asia Metals (LON: CAML) without prior approval. The restriction applies to any issuance under the terms of a June 20 announcement and remains in effect for two months or until the panel concludes its investigation. The move follows Kinterra’s application to the panel earlier this week, seeking interim and final orders to block the CAML placement. Kinterra alleges that CAML’s share purchases — from 5% …
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Canadian private equity firm Kinterra Capital has taken its takeover fight for Australian copper miner New World Resources (ASX: NWC) to the country’s Takeovers Panel, accusing rival bidder Central Asia Metals (LON: CAML) and NWR of breaching the Corporations Act. Kinterra alleges that both NWR and CAML were involved in insider trading, market manipulation and misleading conduct. The firm, which now owns over 19% of NWR, is seeking to block a planned A$10 million share placement to CAML and prevent the UK-based base metals producer from acquiring additional shares. The conflict follows a series of bidding rounds. CAML and NWR first agreed in May to a scheme of arr…
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Overview: Leaving aside the New Zealand dollar, which has been tagged for more than 1% after the dovish forward guidance following the central bank's well-telegraphed rate cut, and the Australian dollar, which has been dragged lower after yesterday's poor price action, the G10 currencies are little changed. The greenback is firmer against most emerging market currencies. Outside of New Zealand, the macro data has been limited to a larger than expected Japanese trade deficit, as exports to the US, EU, and China fell, and firmer than expected UK July inflation. The highlight from the US today are the FOMC minutes, which seem less relevant after the August 1 jobs report and …
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The Reserve Bank of New Zealand (RBNZ) lowered the interest rate by a quarter of a point to 2.25%, a decision that fully aligned with expectations. Expectations for further actions from the RBNZ have shifted to a more hawkish stance; not long ago, the market saw a relatively high probability of a 50-basis-point rate cut in November following a disappointing GDP report. However, after the release of third-quarter data and inflation rising to 3%, sentiments changed. As indicated in the meeting minutes, the discussion regarding the appropriateness of lowering the rate no longer involved a 50-basis-point step; rather, the probability of keeping the rate unchanged increased. T…
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The events calendar in New Zealand for the past week was empty; there was no new data that could change the outlook for the kiwi's exchange rate or the potential adjustment to future actions by the Reserve Bank of New Zealand. There is a risk of renewed inflation growth after it rose in the third quarter from 2.7% YoY to 3.0%, but forecasts for the fourth quarter are quite moderate, with ANZ Bank expecting a decline from 3.0% to 2.9% YoY, and the RBNZ has no need for additional adjustments. From the perspective of New Zealand's economic recovery after a prolonged crisis, which, among other things, has led to negative GDP figures for five consecutive quarters, there is a p…
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Robert Kiyosaki, author of “Rich Dad Poor Dad,” stepped back into the Bitcoin market with a bold move. According to his tweet on July 11, he purchased another Bitcoin at $110,000. Based on reports, he’s betting that today’s price will look cheap if Bitcoin ever hits $1 million. His choice puts him in what analyst Raoul Pal calls the “Banana Zone,” where fear of missing out drives latecomers to buy at the top and then suffer losses. Bitcoin Betting At High Prices Kiyosaki used his “PIGs Get Fat. HOGs Get Slaughtered” rule to explain why he bought at such a high level. He plans to hold until less disciplined investors push prices even higher and then sell when they panic…
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Robert Kiyosaki has moved a chunk of his Bitcoin into businesses that pay him now. Reports have disclosed he sold roughly $2.25 million worth of Bitcoin, cashing out after years of saying he was bullish on the cryptocurrency. He did not say he was exiting crypto; instead, he described the shift as turning paper gains into steady income. Taking Profits For Cash Flow According to his post on X, Kiyosaki said he first bought the coins when Bitcoin traded around $6,000. He sold the recent batch at about $90,000 per coin. He recently predicted that Bitcoin will hit a $250k price tag. He told followers the proceeds will be used to buy two surgery centers and a billboard adv…
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Robert Kiyosaki is once again urging calm, saying he has no plans to sell his Bitcoin even as the market took a hard hit this week. According to his public comments, the finance author believes the recent downturn has more to do with people needing quick cash than any real shift in Bitcoin’s long-term value. He said he’s waiting things out and will only act once the market settles. Why Kiyosaki Feels No Rush To Sell Kiyosaki says he can remain patient because he does not rely on selling assets to meet daily needs. His income from real estate and private investments keeps money flowing, which reduces the temptation to sell during stressful moments. “Bitcoin crashing? A…
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Klarna just made a move toward crypto that nobody really saw coming. The Swedish buy-now, pay-later giant announced on Tuesday that it is launching its own stablecoin, called KlarnaUSD, marking a significant shift from its traditional lending business and positioning it squarely in the crypto payments arena. The token runs on a blockchain developed by Stripe, and Klarna is pitching it as a way to change how money moves across borders completely. The company says this setup can seriously cut costs for both shoppers and merchants who deal with international payments all the time. The timing also says a lot. Klarna’s shares have dropped more than 30 percent since the c…
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KoBold Metals, the US-based explorer backed by billionaires including Jeff Bezos and Bill Gates, has secured seven new permits to search for lithium and other critical minerals in the Democratic Republic of Congo (DRC). The licenses were granted just weeks after the Berkeley, California–based company signed an exploration pact with the Congolese government, part of a broader push to attract American investment into the country’s mining sector. Congo is the world’s largest producer of cobalt, the second-largest source of copper, and hosts vast reserves of lithium and tantalum. Focus on Manono The newly awarded permits are located in southeastern Congo near …
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The Democratic Republic of Congo has struck a preliminary mineral exploration agreement with US‑based Kobold Metals, deepening American involvement in its critical‑minerals sector. The deal opens the door to US investment in cobalt, copper and lithium projects. Kobold Metals, backed by investors including Bill Gates and Jeff Bezos, agreed “in principle” to apply for exploration permits and digitize Congo’s geological data, according to a presidential announcement. The deal signed in Kinshasa with President Félix Tshisekedi present marks a strategic push for US access to cobalt, copper and lithium. It aligns with a broader US‑Congo initiative aimed at reducing…
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Kodal Minerals (LON: KOD) has dispatched the first truckloads of lithium spodumene concentrate from its Bougouni mine in southern Mali to the port of San Pedro in Côte d’Ivoire, marking the start of its exports. The team at Bougouni mine, which began production in February, has sent 30,000 tonnes of spodumene concentrate from its stockpile for shipment to Hainan, China. The full 45,000-tonne stockpile will be gradually moved over the next four to six weeks to maintain supply at the San Pedro port for future exports. “This is a major milestone for the Bougouni project,” chief executive Bernard Aylward said. “With the first truckloads of spodumene concentrate d…
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West Africa-focused Kodal Minerals (LON: KOD) says operations at its Bougouni lithium mine in southern Mali remain unaffected despite escalating security tensions near the capital, Bamako. The London-listed company said activities at Bougouni, located about 180 km from Bamako, continue as normal. Over the weekend, al Qaeda-linked militants advanced toward the capital, cutting off key roads, ambushing military patrols and attacking tanker trucks. The Malian military junta and its Russian partners are struggling to contain the insurgents, who control large parts of the Sahel region. As the situation worsens, the United Kingdom, the United States and Germany have urg…
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Kodal Minerals (LON: KOD) has secured an export permit for spodumene concentrate from its Bougouni lithium mine in southern Mali, clearing a key hurdle for the project’s first shipments. The permit authorizes exports of up to 125,000 tonnes of concentrate, pending completion of final administrative steps. It was confirmed in a letter issued by the Ministry of Mines and signed by Mines Minister Professor Amadou Keita. “The granting of the export licence is a critical step for the development of the Bougouni project, as well as Mali’s burgeoning spodumene industry,” Kodal chief executive Bernard Aylward said. “The permit further underpins the continued support of th…
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Kodal Minerals (LON: KOD) says it has completed its first shipment of lithium spodumene concentrates produced at its Bougouni mine in southern Mali to its offtake partner in China. A bulk cargo vessel was loaded with 28,950 tonnes of the mineral over the weekend and subsequently departed for the destination port in China’s Hainan province, the lithium miner said in a press release on Monday. In late October, Kodal dispatched about 30,000 tonnes of spodumene concentrates to a stockpile facility at the Port of San Pedro in Côte d’Ivoire in preparation for shipment. The full 45,000-tonne stockpile that Bougouni has produced at its processing plant will be gradually m…
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Kodal Minerals (LON: KOD) reported on Wednesday progress at the open pit mining and Stage 1 dense media separation (DMS) processing plant at the Bougouni lithium project in Southern Mali. Bougouni is set to become Mali’s second operational lithium mine, following Ganfeng Lithium’s first spodumene production at the Goulamina project in December 2024. The project is operated by the local Mali registered mining company, Les Mines de Lithium de Bougouni SA (LMLB), a subsidiary of Kodal Mining UK Limited, in which Kodal has a 49% shareholding. The DMS processing plant continuing to process pegmatite ore and improvements to the plant are ongoing, the company sai…
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Kodiak Copper’s (TSXV: KDK) first, near-surface drill results of the year from its MPD project confirming near-surface copper-gold across 950 metres in the South zone A highlight result was 111.3 metres grading 0.39% copper, 0.1 gram gold per tonne and 1.63 grams silver, the company reported on Thursday. That result, from 1.5 metres depth in hole RC-AXE-25-010, included 59.4 metres of 0.51% copper, 0.13 gram gold and 2.24 grams silver from surface. Hole RC-AXE-25-006 cut 147.8 metres grading 0.26% copper, 0.06 gram gold and 0.99 gram silver from 4.6 metres. MPD is located roughly between Merritt and Princeton, about 3.5 hours east of Vancouver. “We are very encour…
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Mining equipment maker Komatsu (TYO: 6301) and electric vehicles software developer Applied Intuition are joining forces in a multi-year strategic partnership to fast-track the rollout of autonomous mining vehicles. The deal marks the most significant technology investment in Komatsu’s 104-year history, the company said. Komatsu will integrate Applied Intuition’s Vehicle OS into its fleet to power advanced onboard systems, including collision avoidance and autonomous haulage. The Japanese equipment giant will also use Applied Intuition’s AI-driven tools to boost energy efficiency, safety, and productivity. “This partnership will unlock productivity in some of …
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Komatsu has partnered with Pronto, a Silicon Valley-based technology company, to deploy Pronto’s autonomous haulage technologies to quarry operations in the North American market, the companies announced Thursday. The partnership centers on the launch of Komatsu Smart Quarry Autonomous, powered by Pronto, a system that integrates Pronto’s autonomy technologies into quarry-sized haul trucks and ties into Komatsu’s Smart Quarry solutions. The new OEM-agnostic solution will allow quarry operators to retrofit existing Komatsu vehicles or purchase new trucks equipped with Pronto’s self-driving system, enabling 24/7 operation with minimal human intervention. …
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Tokyo Japanese Politics Tokyo Japanese Politics The long-time junior coalition partner Komeito indicating it will leave the coalition with the Liberal Democratic Party (LDP). It has thrown Japanese politics and prospects for Sanae Takaichi to become Japan’s next prime minister into a state of flux. How this plays out could have far-reaching political, legislative, and market implications for Japan. Immediate Political Impacts Loss of Majority in the Diet The LDP–Komeito coalition has governed Japan almost continuously since 1999. Without Komeito’s support, the LDP would lose its majority in both houses of the Diet. It will be creating a major obstacle to confirming a n…
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Konstantin Galich, a prominent Ukrainian crypto trader, has been found dead inside a Lamborghini Urus just days after a historic crypto market crash, with officials now treating the incident as a possible suicide, according to local police. Galich, better known as Kostya Kudo, was found in his $200,000 supercar, in the Obolonskyi district of Kyiv, on October 11, with a gunshot wound to the head. Rumors are circulating that his death may have been foul play, as Galich was known to manage the funds of many high-profile Ukrainian individuals. The Black Swan event that took place on October 10 saw nearly $20Bn liquidated from crypto traders, as Bitcoin .cwp-coin-chart sv…
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Kore Potash (LON: KP2), the company developing the $2-billion Kola potash project in the Republic of Congo, said Tuesday it had received non-binding offers from two potential buyers. The London-listed miner launched a formal sale process after informing shareholders in June that it was seeking a contract operator and strategic partner with experience in potash mining and processing. Kore said it is reviewing all options, including a full sale of the company or alternative funding through equity and debt. “It remains possible that, following the formal sale process, the board may conclude that Kore and its stakeholders would be best served by alternative strategic …
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A new study by Korean researchers says global market forces and domestic politics explain why Latin American countries have taken sharply different paths in governing their lithium industries. The research, published in The Extractive Industries and Society journal, examines lithium governance in Chile, Argentina, Brazil, Bolivia and Mexico as global demand for the mineral accelerates. Latin America holds some of the world’s largest lithium reserves, making the region central to efforts by governments and companies to secure future supply. Despite similar external incentives for state intervention, countries in the region have taken divergent paths. Chile has …
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