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AEM just turned a high gold price into record free cash flow, a net-cash balance sheet, a bigger dividend, and 55.4 million ounces of gold reserves. The hook is what comes next: Detour Lake, Canadian Malartic/Odyssey and a Finland land grab have to keep the ou
Caterpillar reported FY2025 revenue of $67.6 billion, FY2025 operating income of $11.2 billion and Q1 2026 revenue of $17.4 billion. The thesis is dealer-network strength, margin durability and cash generation through an industrial cycle.
Deere reported FY2025 revenue of $45.7 billion and Q1 2026 revenue of $9.6 billion. The thesis depends on farm-cycle demand, precision technology, dealer discipline, margins and financing credit quality.
Alamos Gold is generating record cash flow in a high gold-price environment, but AGI is also asking investors to underwrite a capital-heavy Island Gold District expansion, a 2026 cost decline, hedge cleanup and a path toward materially higher Canadian producti