Boeing Co (NYSE:BA, XETRA:BCO) reported stronger-than-expected first quarter results on Wednesday, with revenue and earnings surpassing analyst forecasts,...
Abacus Global Management (NYSE:ABX) announced a series of senior leadership appointments, naming a new chief accounting officer and chief investment officer...
I reieterate Barrick Mining as a Strong Buy, with the North American IPO catalyst now central to the investment thesis. B's North American assets, generating 64% of attributable gold production, are positioned for a structural rerating as a standalone entity. Valuation remains compelling: B trades at a 27–71% discount to sector medians on key multiples despite superior growth and cash returns.
Barrick Mining is rated a 'Buy' after a sharp correction, trading at under 5x forward EV/EBITDA, creating a compelling margin of safety. Recent financials show robust Q4 results: $2.73B in operating cash flow, $1.62B in FCF, and strong production metrics, despite cautious 2026 guidance. Operational optimization, asset divestitures, and a record $6.71B cash balance enhance balance sheet flexibility and support shareholder returns.
Abacus Global Management (NYSE:ABX) has agreed to acquire an approximately $53 million minority equity stake in wealth and asset manager Manning & Napier, as the alternative asset manager looks to expand distribution of its longevity-focused investment products. The Orlando, Florida-based company said the deal will be accompanied by a strategic alliance agreement aimed at driving growth through product distribution, lead generation and joint product development, while allowing Manning & Napier to maintain its independent operations.
Abacus Global Management (NYSE:ABX) has agreed to acquire an approximately $53 million minority equity stake in wealth and asset manager Manning & Napier,...
Barrick Gold is rated a buy, driven by a compelling valuation discount to peers and catalysts like the Mali mine restart and potential US asset spin-off. B's EBITDA margins are set to exceed 70% in 2026, with free cash flow projected over $6bn, supporting higher dividends and buybacks. Jurisdictional risk and complex mine ownership structures contribute to B's discounted valuation, but these may ease with operational milestones and strategic actions.