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Des prix du logement à la santé financière des SCPI, le marché de l’immobilier a montré des signes de redémarrage en 2025. Mais ceux-ci doivent encore se confirmer, dans un contexte économique et politique assez volatil.
17 commentaires
Uranium names keep pushing higher—supply still tight into 2026.
Good point. Watching costs and grades closely.
Interesting update on Immobilier : malgré un rebond, l’incertitude demeure en 2026. Curious how the grades will trend next quarter.
Uranium names keep pushing higher—supply still tight into 2026.
I like the balance sheet here—less leverage than peers.
Exploration results look promising, but permitting will be the key risk.
Good point. Watching costs and grades closely.
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.
I like the balance sheet here—less leverage than peers.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
Silver leverage is strong here; beta cuts both ways though.
Exploration results look promising, but permitting will be the key risk.
Silver leverage is strong here; beta cuts both ways though.
Good point. Watching costs and grades closely.