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En deux ans, le royaume chérifien a capté près de 50 % des investissements chinois dans la région pour la production automobile, attirés par ses accords de libre-échange avec l’UE mais aussi par ses réserves de phosphate, nécessaire à la fabrication des batteries dites LFP.
15 commentaires
Exploration results look promising, but permitting will be the key risk.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
Silver leverage is strong here; beta cuts both ways though.
The cost guidance is better than expected. If they deliver, the stock could rerate.
Good point. Watching costs and grades closely.
I like the balance sheet here—less leverage than peers.
Good point. Watching costs and grades closely.
Uranium names keep pushing higher—supply still tight into 2026.
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.
Interesting update on Le Maroc, future porte d’entrée des voitures chinoises en Europe. Curious how the grades will trend next quarter.
The cost guidance is better than expected. If they deliver, the stock could rerate.