We reiterate our Buy rating for K92 Mining, driven by strong production growth, robust financials, and ongoing expansion at the Kainantu mine. K92's Q2 2025 results were staggering: revenue up 102%, net income up 539%, and EBITDA margin at 62%, reflecting operational excellence. The company's healthy balance sheet and ample liquidity support both mine expansion and aggressive exploration, positioning K92 for mid-tier producer status.
Trump's executive order streamlining space regulations could accelerate Lockheed's Orion, ULA launches and broader space ambitions.
Viking Therapeutics offers a speculative opportunity, driven by its promising obesity drug pipeline and the massive potential of the GLP-1 market. Early clinical data for VK2735 is competitive, even outperforming some current leaders, though longer trials are needed for direct comparison. Risks remain high—failure in late-stage trials could mean near-total loss, but the pipeline's progress and additional MASH drug offer some risk mitigation.
Eldorado Gold posted strong Q2 2025 results, with gold production and revenue surpassing expectations, but persistent cost inflation remains a key concern. Operational costs rose sharply year-over-year, pushing AISC to $1,538/oz and signaling structural inflationary pressures that must be managed closely. The Skouries copper-gold project, now 70% complete and on track for 2026, is set to transform Eldorado's production profile and cost structure.
Microchip Technologies NASDAQ: MCHP continues to face headwinds, including end-market inventory normalization, but the darkest days are behind it. The Q1 results and guidance outlook affirm what the Q4 F2024 results indicated: an industry-wide recovery was underway for semiconductors.
SEG stock experienced an extended pullback during the first half of 2025, but in recent weeks, this real estate holding company has bounced back in a big way. Several factors explain this recovery, including a recent stock market uplisting, plus the release of promising updates from management. A conservative estimate of Seaport's breakup value suggests that SEG stock is worth more than twice its current trading price.
DXP Enterprises delivered double-digit revenue growth, led by a robust 27.5% increase in its IPS segment and strong service center demand. Recent acquisitions and a healthy backlog are expected to further boost topline growth, with operational improvements supporting margin expansion in FY25 and beyond. Despite the recent run-up, the stock remains attractively valued versus sector peers, making it a decent buy given its growth outlook.
Revenue +35% YoY and ROE rising, reinforcing Inter & Co's trajectory toward its 30% target by 2027. The loan portfolio grew 22% YoY, with a more aggressive mix of Home Equity and Severance Indemnity Funds. Valuation at 12x P/E indicates a 16% upside if the INTR returns to its historical average.
ConocoPhillips (COP 1.40%) is already a cash-gushing machine. The oil and gas giant's low-cost operations enable it to produce significant free cash flow.
New Gold delivered a strong Q2 2025, with gold production up 14.6% and revenue up 41% year-over-year, driving robust cash flow growth. Operational milestones at New Afton and Rainy River are boosting production capacity and lowering costs, supporting margin expansion for the remainder of 2025. The company now owns 100% of New Afton's free cash flow, enhancing its long-term cash generation and production outlook.
These five dividend growth stocks, BYD, TEL, UGI, NTES and GRMN, combine consistent payouts with solid upside potential.
Anglo American's portfolio simplification is nearly complete, focusing on copper, premium iron ore, and crop nutrients while divesting non-core assets like platinum, diamonds, and coal. The company's streamlined structure and leadership are set to improve EBITDA margins, cash conversion, and returns on capital, with copper as a key growth driver. Valuation remains attractive with upside potential as portfolio changes are reflected in reported metrics; further asset sales could unlock even more value.