에 대한 최신 뉴스 Triple Flag Precious (NYSE:TFPM) 주식

Triple Flag Precious Metals Corp is a precious-metals-focused streaming and royalty company. Its revenues are largely generated from a diversified portfolio of properties in Australia, Canada, Colombia, Cote d'Ivoire, Honduras, Mexico, Mongolia, Peru, South Africa, and the United States.

Triple Flag Precious

Hedge Funds

Commodities

NGLOY

TFPM

행동주의 투자자 엘리엇 매니지먼트(Elliott Management)는 조용히 앵글로 아메리칸(Anglo American)에 10억 달러 규모의 지분을 확보했으며, BHP 그룹(NYSE:BHP)으로부터 390억 달러 규모의 인수 입찰 대상이 된 이 영국 상장 광산 대기업에 압력을 가하고 있다. 이러한 발전은 최근 앵글로 아메리칸의 이사회가 BHP의 제안을 거부한 후에 나타났다. 이 영국 회사의 이사회는 자사의 전망과 복잡한 구조에 대한 BHP의 제안이 과소평가되고 &#34;매우 불만족스러운&#34; 것으로 여겼다.

앵글로 아메리칸, BHP의 인수 제안 거부: 엘리엇의 $10억 지분이 입찰가 상승 압박

Triple Flag Precious Metals Corp. Common Shares

Triple Flag Precious Metals Corp

Jefferies analyst Joseph Gallo upgrades SentinelOne (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/S#NYSE">S</a>) from Hold to Buy and raises the price target from $27 to $30.

News

Upgrades

Price Target

Analyst Ratings

Jefferies Upgrades SentinelOne to Buy, Raises Price Target to $30

BP1001-A downregulates growth factor receptor-bound protein 2 (Grb2) expression to increase insulin sensitivity and helps lower blood glucose level in Type 2 diabetes patients. Scientific evidence suggeststhat by downregulating Grb2 expression, BP1001-A&nbsp;could help lower blood glucose level by affecting insulin signaling. Bio-Path conducted preclinical studies that confirmed the effectiveness of BP1001-A in affecting insulin signaling and its potential efficacy as a therapeutic treatment for obese patients who have Type 2 diabetes.&nbsp;&nbsp; The study results showed:
<ul>
<li>BP1001-A reduced Grb2 protein expression in myoblast cells</li>
<li>BP1001-A increased the levels of phosphorylated AKT and phosphorylated FOXO-1 in myoblast and hepatoma cells in the presence of insulin</li>
</ul>
These initial data confirmed that by downregulating Grb2 expression, BP1001-A could enhance insulin-induced metabolic events by affecting the insulin/phosphoinositol-3 kinase (PI3K)/AKT pathway and increase insulin sensitivity.&nbsp;

Biotech

Health Care

General

BPTH

Bio-Path Reported That Results From Preclinical Studies Of BP1001-A For Obesity Demonstrated Enhanced Insulin Sensitivity, Confirming BP1001-A As A Potential Treatment For Obesity And Related Metabolic Diseases In Type 2 Diabetes Patients

WIIM

Bio-Path Holdings shares are trading higher after the company announced preclinical testing of BP1001-A as a potential treatment for obesity in Type 2 diabetes patients by enhancing insulin sensitivity.

MNMD

MindMed To Be Added To The Nasdaq Biotechnology Index, Effective At Market Open On December 23, 2024

Contracts

VRAR

The Glimpse Group shares are trading higher after its subsidiary, Brightline Interactive, announced a six-figure contract with the U.S. Navy for an immersive simulator.

ACET

Adicet Bio Says First Patient Dosed In The Phase 1 Clinical Trial Evaluating ADI-270 In Patients With Metastatic/Advanced ccRCC

The Glimpse Group's Subsidiary Company Brightline Interactive Has Entered Into An Initial Six Figure Dollar Contract With The U.S. Navy For An Immersive Simulator, To Be Delivered In The First Half Of 2025

Jefferies analyst Michael Yee downgrades ALX Oncology Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ALXO#NASDAQ">ALXO</a>) from Buy to Hold and lowers the price target from $12 to $2.

Downgrades

ALXO

Jefferies Downgrades ALX Oncology Holdings to Hold, Lowers Price Target to $2

Fiscal 2025 Expectations
•Organic ASV is expected to grow in the range of $90 million to $140 million during fiscal 2025.
•GAAP revenues are expected to be in the range of $2,285 million to $2,305 million.
•GAAP operating margin is expected to be in the range of 32.5% to 33.5%.
•Adjusted operating margin is expected to be in the range of 36.0% to 37.0%.
•FactSet's annual effective tax rate is expected to be in the range of 17% to 18%.
•GAAP diluted EPS is expected to be in the range of $15.10 to $15.70.
•Adjusted diluted EPS is expected to be in the range of $16.80 to $17.40.

Earnings

Guidance

FactSet Reaffirms FY25 Guidance: Sees Revenues Of $2.285B - $2.305B Vs. $2.301B Est., And Adjusted EPS Of $16.80 - $17.40 Vs. $17.17 Est.

HC Wainwright &amp; Co. analyst Sean Lee reiterates Verastem (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VSTM#NASDAQ">VSTM</a>) with a Buy and maintains $7 price target.

Reiteration

VSTM

HC Wainwright & Co. Reiterates Buy on Verastem, Maintains $7 Price Target

LASE

Laser Photonics Receives Dual Order From Oil Refiner Phillips 66 For CleanTech And MarkStar Laser Systems; No Terms Disclosed

In addition to the Fast Track designation announced today for Waldenstrom's macroglobulinemia, NX-5948 previously received Fast Track designation in January 2024 for the treatment of adult patients with relapsed or refractory chronic lymphocytic leukemia or small lymphocytic lymphoma (CLL/SLL) after at least two lines of therapy, including a BTK inhibitor and a B-cell lymphoma 2 (BCL2) inhibitor.

NRIX

Nurix Says FDA Granted Fast Track Designation For NX-5948 For Treatment Of Adult Patients With Relapsed Or Refractory Waldenstrom's Macroglobulinemia After At Least Two Lines Of Therapy

Jefferies analyst Samad Samana upgrades Zoom Communications (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ZM#NASDAQ">ZM</a>) from Hold to Buy and raises the price target from $85 to $100.

Jefferies Upgrades Zoom Communications to Buy, Raises Price Target to $100

Management

LXEO

Lexeo Therapeutics Appoints Dr. Kyle Rasbach As Chief Financial Officer, Effective Immediately.

HC Wainwright &amp; Co. analyst Heiko Ihle reiterates Uranium Royalty (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/UROY#NASDAQ">UROY</a>) with a Buy and maintains $7.7 price target.

UROY

HC Wainwright & Co. Reiterates Buy on Uranium Royalty, Maintains $7.7 Price Target

REGN7508 (catalytic domain) is designed to maximize anticoagulant activity while minimizing bleeding risk, and REGN9933 (A2 domain) is designed to provide an additional option for patients with the highest bleeding risk who would otherwise not be candidates for currently available anticoagulants.&nbsp;
Per the Phase 2 results, there was an antithrombotic effect for each antibody, and no clinically relevant bleeding was observed in any treatment arm.

REGN

Regeneron Reports Phase 2 Results For Two Novel Monoclonal Antibodies Targeting Distinct Domains Of Factor XI; Says There Was Antithrombotic Effect For Each Antibody; Phase 3 Program To Be Initiated In 2025

Fiscal 2025 Financial Outlook The Company updated its full year financial outlook for fiscal 2025 which now includes Chuy's operating results, but excludes approximately $47 million, pre-tax, of expected transaction and integration related costs associated with the acquisition. The Company will provide additional details during its investor conference call scheduled for this morning at 8:30 am ET.
<ul>
<li>Total sales of approximately $12.1 billion</li>
<li>Same-restaurant sales growth of approximately 1.5%&#x2A;</li>
<li>New restaurant openings of 50 to 55</li>
<li>Total capital spending of approximately $650 million</li>
<li>Total inflation of approximately 2.5%</li>
<li>An effective tax rate of approximately 12.5%</li>
<li>Diluted net earnings per share from continuing operations of $9.40 to $9.60, excluding approximately $47 million, pre-tax, of Chuy's transaction and integration related costs&#x2A;&#x2A;</li>
<li>Approximately 118 million weighted average diluted shares outstanding</li>
</ul>

Restaurants

Darden Restaurants Expects 2025 Sales Of Approximately $12.1B Vs. Consensus Of $12.084B

Jefferies analyst Samad Samana downgrades NICE (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NICE#NASDAQ">NICE</a>) from Buy to Hold and lowers the price target from $215 to $200.

NICE

Jefferies Downgrades NICE to Hold, Lowers Price Target to $200

<ul>
<li>Same-restaurant sales:</li>
</ul>
<figure class="table"> 
<table>
<tbody>
<tr>
<td colspan="1" rowspan="1"> &nbsp;</td>
<td colspan="1" rowspan="1"> &nbsp;</td>
<td colspan="1" rowspan="1"> &nbsp;</td>
<td colspan="1" rowspan="1"> &nbsp;</td>
<td colspan="1" rowspan="1">Consolidated Darden&#x2A;</td>
<td colspan="1" rowspan="1">2.4&nbsp;%</td>
</tr>
<tr>
<td colspan="1" rowspan="1"> &nbsp;</td>
<td colspan="1" rowspan="1"> &nbsp;</td>
<td colspan="1" rowspan="1"> &nbsp;</td>
<td colspan="1" rowspan="1"> &nbsp;</td>
<td colspan="1" rowspan="1">Olive Garden</td>
<td colspan="1" rowspan="1">2.0&nbsp;%</td>
</tr>
<tr>
<td colspan="1" rowspan="1"> &nbsp;</td>
<td colspan="1" rowspan="1"> &nbsp;</td>
<td colspan="1" rowspan="1"> &nbsp;</td>
<td colspan="1" rowspan="1"> &nbsp;</td>
<td colspan="1" rowspan="1">LongHorn Steakhouse</td>
<td colspan="1" rowspan="1">7.5&nbsp;%</td>
</tr>
<tr>
<td colspan="1" rowspan="1"> &nbsp;</td>
<td colspan="1" rowspan="1"> &nbsp;</td>
<td colspan="1" rowspan="1"> &nbsp;</td>
<td colspan="1" rowspan="1"> &nbsp;</td>
<td colspan="1" rowspan="1">Fine Dining&#x2A;&#x2A;</td>
<td colspan="1" rowspan="1">(5.8)&nbsp;%</td>
</tr>
<tr>
<td colspan="1" rowspan="1"> &nbsp;</td>
<td colspan="1" rowspan="1"> &nbsp;</td>
<td colspan="1" rowspan="1"> &nbsp;</td>
<td colspan="1" rowspan="1"> &nbsp;</td>
<td colspan="1" rowspan="1">Other Business&#x2A;</td>
<td colspan="1" rowspan="1">0.7&nbsp;%</td>
</tr>
</tbody>
</table>
</figure>

Darden Restaurants Reported Q2 2025 Same-Restaurant Sales Of 2.4%

FactSet Research Systems (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FDS#NYSE">FDS</a>) reported quarterly earnings of $4.37 per share which beat the analyst consensus estimate of $4.26 by 2.58 percent. This is a 6.07 percent increase over earnings of $4.12 per share from the same period last year. The company reported quarterly sales of $568.667 million which beat the analyst consensus estimate of $565.129 million by 0.63 percent. This is a 4.88 percent increase over sales of $542.216 million the same period last year.

Earnings Beats

FactSet Research Systems Q1 2025 Adj. EPS $4.37 Beats $4.26 Estimate, Sales $568.667M Beat $565.129M Estimate

CIBC analyst Cosmos Chiu maintained a Buy rating on Triple Flag Precious Metals (TFPM – Research Report) today and set a price target of C$34.00. T...

CIBC Sticks to Its Buy Rating for Triple Flag Precious Metals (TFPM)

Triple Flag Precious Metals Corp. 2024 Q3 - Results - Earnings Call Presentation

RBC Capital analyst Josh Wolfson maintained a Hold rating on Triple Flag Precious Metals (TFPM – Research Report) on November 11 and set a price ta...

Triple Flag Precious Metals (TFPM) Receives a Hold from RBC Capital

Paul Singer's Elliott Investment Management disclosed in an SEC filing its holdings as of September 30, 2024. The fund's one new buy during the thi...

Elliott sold Marathon Petroleum during Q3, bought more Southwest

Precious Metals Royalty And Streaming Companies: The October Report

Vox Royalty: Generating Compelling Returns On Capital From A Small Market Niche

RBC Capital analyst Josh Wolfson maintained a Hold rating on Triple Flag Precious Metals (TFPM – Research Report) on December 5 and set a price tar...

RBC Capital Sticks to Their Hold Rating for Triple Flag Precious Metals (TFPM)

Precious Metals Royalty And Streaming Companies: The November Report

Raymond James analyst Brian MacArthur maintained a Buy rating on Triple Flag Precious Metals (TFPM – Research Report) today and set a price target ...

Raymond James Sticks to Their Buy Rating for Triple Flag Precious Metals (TFPM)

The Gabelli Gold Fund Q3 2024 Commentary

ADMLF

ADTLF

ATUSF

BELGF

CRNLF

ELEMF

EMPYF

ETSY

GDXJ

GFIOF

GROY

LBRDA

LBRDK

LUGDF

MAIFF

MAUTF

MTCH

NESRF

NSTYY

OCANF

OGNRF

PDIYF

PINS

PROBF

RGLD

SAND

SDRL

SGLDF

SROYF

STRFF

VOXR

ZIJMF

ZIJMY

Press Releases

Triple Flag to Acquire 3% Gold Streams on Allied Gold Corp.'s Agbaou and Bonikro Mines

Triple Flag Increases Quarterly Dividend by 5%

Triple Flag Announces Q2 2024 Results, Management Appointments and 2028 GEOs Outlook

Triple Flag Completes Acquisition of 3% Gold Streams on Agbaou and Bonikro

Triple Flag Completes Executive Leadership Transition

Triple Flag Announces Record Q3 2024 Revenue and GEOs

Triple Flag Declares Q4 2024 Dividend

Triple Flag Announces Record Q3 2024 Results

Triple Flag Receives Approval for Normal Course Issuer Bid Renewal

Triple Flag to Acquire a Royalty on Tres Quebradas

TSX:TFPM

Jefferies

Scotiabank

RBC Capital

B of A Securities

National Bank Financial Inc

행동주의 투자자 엘리엇 매니지먼트(Elliott Management)는 조용히 앵글로 아메리칸(Anglo American)에 10억 달러 규모의 지분을 확보했으며, BHP 그룹(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BHP#NYSE">BHP</a>)으로부터 390억 달러 규모의 인수 입찰 대상이 된 이 영국 상장 광산 대기업에 압력을 가하고 있다.
이러한 발전은 최근 앵글로 아메리칸의 이사회가 BHP의 인수 제안을 <a href="https://www.benzinga.com/news/large-cap/24/04/38459129/anglo-american-rejects-bhps-highly-unattractive-bid-sets-proposal-deadline-for-may-22">거부</a>한 후에 나타났다. 이 영국 회사의 이사회는 자사의 전망과 복잡한 구조에 대한 BHP의 제안이 과소평가되고 &#8220;매우 불만족스러운&#8221; 것으로 여겼다.
블룸버그의 <a href="https://www.bloomberg.com/news/articles/2024-04-26/activist-elliott-said-to-build-1-billion-anglo-american-stake">보도</a>에 따르면 억만장자 폴 싱어(Paul Singer)가 이끄는 엘리엇 매니지먼트는 지난 몇 달 동안 이 지분을 축적해왔다. 해당 내용을 알고 있는 관계자는 해당 정보의 기밀성을 이유로 익명을 요청했다. 영국 인수 규정은 잠재적인 거래에 참여하는 주주들이 대상 회사나 입찰 회사의 지분을 1% 이상 보유하는 경우 보유 지분을 공개하도록 요구한다.
이제 읽어보자: <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/04/38447657/copper-is-a-hot-commodity-bidding-war-for-anglo-american-may-emerge-after-bhps-low-">구리는 핫한 상품: BHP의 &#8216;저평가&#8217; 제안 이후 앵글로 아메리칸을 향한 입찰전이 시작될 수도</a>
엘리엇 매니지먼트는 지분을 쌓고 전략적인 변화를 주장하는 과거의 이력이 있다. 2017년에 그들은 석유 자산을 매각하고 주주 이익을 우선시하도록 BHP에 압력을 가하기 시작했으며 그 결과 이 석유 사업이 우드사이드 에너지 그룹(Woodside Energy Group)과 합병되었다. 이러한 지분 규모로 인해 이 회사는 금요일 주가가 최대 6.7%까지 급등한 앵글로 아메리칸의 상위 10대 주주 중 하나가 될 것이다.
이러한 상황은 엘리엇이 광산 부문에 진출한 첫 번째 벤처는 아니다. 2022년에 활동가 헤지 펀드는 킨로스 골드(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KGC#NYSE">KGC</a>)에 참여하여 자사주 환매 프로그램을 대폭 강화했다. 또한 해당 부문의 금융 솔루션 제공업체인 트리플 플래그 프레셔스 메탈(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TFPM#NYSE">TFPM</a>)의 지분 66.6%를 보유하고 있다.
이러한 현재의 참여는 구리 가격이 톤당 10,000달러에 도달하면서 이루어졌으며, 이는 구리가 이 가격 수준에 도달한 것은 2년 만에 처음이다. 이러한 급등은 친환경 에너지 계획에 따른 수요 증가로 인해 구리 공급이 크게 부족할 것이라는 투자자들의 예상에 힘입은 것이다.
BHP의 인수 제안은 구리 가격 상승과 함께 앵글로 아메리칸의 협상 입지를 강화시킨다. 엘리엇 매니지먼트가 앵글로 아메리칸 내에서 유사한 전략적 변화를 추진할 것인지 아니면 단순히 구리의 미래 가치를 활용하려는 것인지는 아직 결정되지 않았다.
Benzinga Mining은 광업 회사와 소매 투자자 간의 연결 다리이다. 시작하려면 <a href="mailto:licensing@benzinga.com">licensing@benzinga.com</a>으로 문의하십시오! 
또한 읽기: <a href="https://www.benzinga.com/news/24/04/38435800/standard-lithium-activates-cutting-edge-plant-paves-way-for-cleaner-mining">스탠다드 리튬, 첨단 발전소 활성화로 청정 광업의 길을 열다</a>
사진: 셔터스톡

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에 대한 최신 뉴스 Triple Flag Precious (NYSE:TFPM) 주식

토요일, 4월 27, 2024

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