TSX:SES
TSX:SESOil and Gas

Is SECURE Waste’s (TSX:SES) Buyback Activity a Sign of Strength or Defensive Capital Allocation?

SECURE Waste Infrastructure Corp. recently reported second quarter 2025 results, with quarterly sales of CA$2.47 billion and net income of CA$31 million, alongside an update on its ongoing share buyback program after repurchasing over 7.4 million shares. Despite lower year-over-year sales and a steep drop in six-month net income, steady quarterly profitability and active share repurchases signal a continued focus on shareholder returns. We will assess how continued execution of the share...
TSX:OGC
TSX:OGCMetals and Mining

How Share Buybacks and Nevada Gold Venture Have Changed OceanaGold’s (TSX:OGC) Investment Narrative

In July 2025, OceanaGold authorized a share repurchase plan to buy back up to 23 million shares, while entering into a Letter of Intent with Headwater Gold to fund up to US$65 million in exploration of three Nevada gold projects. This dual approach signals a commitment to both shareholder returns and portfolio growth, underscoring management’s confidence in capital allocation and potential resource expansion. We’ll examine how the buyback program could strengthen OceanaGold’s investment...
TSX:AYA
TSX:AYAMetals and Mining

Aya Gold & Silver (TSX:AYA) Surges Output in Q2—What Does This Mean for its Competitive Edge?

Aya Gold & Silver Inc. reported its second quarter 2025 operating results, revealing silver production of 1,042,317 ounces and ore processed of 273,471 tonnes, both substantially higher compared to the same period last year. This sharp increase in output indicates operational improvements at its mines and positions the company for potentially stronger future results. We'll explore how the significant rise in second quarter silver production shapes Aya Gold & Silver's current investment...
TSX:NG
TSX:NGMetals and Mining

How NovaGold’s Board Appointment of Ali Erfan (TSX:NG) May Shape Its Strategic Focus

In July 2025, NovaGold Resources Inc. appointed Ali Erfan to its Board of Directors, replacing outgoing director Diane Garrett and bringing extensive experience in precious metals mining and capital markets. Erfan’s connections to The Electrum Group, NovaGold’s largest shareholder, highlight potential for closer alignment with Electrum’s investment direction and a depth of industry insight at the board level. We’ll explore how Erfan’s expertise in mining investments could influence...
TSX:DSV
TSX:DSVMetals and Mining

How Investors May Respond To Discovery Silver (TSX:DSV) Appointing Alison White as CFO and Reshuffling Finance Team

On July 31, 2025, Discovery Silver Corp. appointed Alison White as Chief Financial Officer, bringing her extensive financial leadership experience from SSR Mining and Newmont, while transitioning Andreas L’Abbé to Senior Vice President, Finance to oversee initiatives including the integration of Porcupine assets. This executive reshuffling places proven mining sector knowledge at the helm of the company’s finance team, signaling potential changes in financial management and operational...
TSX:NGD
TSX:NGDMetals and Mining

How Investors Are Reacting To New Gold (TSX:NGD) Surging Production and Fivefold Net Income Growth

New Gold Inc. announced its second quarter and half-year 2025 results, with gold production rising year-over-year in the latest quarter to 78,595 ounces and sales for the second quarter reaching US$308.4 million, both ahead of last year's figures. An interesting insight is that net income for the first half of 2025 grew more than fivefold compared to the same period last year, reflecting stronger operational and financial performance. We'll examine how a surge in half-year net income shapes...