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Le secteur du BTP reste enlisé après l’effondrement des ventes et des mises en chantier en 2023 et 2024. Les premiers frémissements observés en 2025 n’effacent ni les pertes d’emplois ni les incertitudes sur la reprise
12 commentaires
If AISC keeps dropping, this becomes investable for me.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
The cost guidance is better than expected. If they deliver, the stock could rerate.
Production mix shifting toward Economie might help margins if metals stay firm.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
If AISC keeps dropping, this becomes investable for me.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
Uranium names keep pushing higher—supply still tight into 2026.
Good point. Watching costs and grades closely.