mofles/iStock via Getty Images Heliostar Metals Ltd. ( HSTR:CA ) ( HSTXF ) is a gold producer and developer with a base of operations set in Mexico, along with some properties in Utah & Alaska. The company has been buying projects at substantial discounts going back to 2022, before the recent move in gold prices. The company has a very aggressive goal of reaching 500k in annual production by 2030,...
mofles/iStock via Getty Images Heliostar Metals Ltd. ( HSTR:CA ) ( HSTXF ) is a gold producer and developer with a base of operations set in Mexico, along with some properties in Utah & Alaska. The company has been buying projects at substantial discounts going back to 2022, before the recent move in gold prices. The company has a very aggressive goal of reaching 500k in annual production by 2030, which, at the current gold price, would be annual revenue of $2.3B. With a current market cap of $577.8m CAD, this would seem to be a very audacious goal. This article walks through the company’s current operations and the timelines to reach this goal while looking at both the catalysts and risks that make Heliostar a great option for investors looking to see a substantial re-rating in the commodity sector. The Pipeline The company has 5 assets it is working on in Mexico and 2 in the USA: Heliostar Product Portfolio (Company Presentation) The company began acquiring these assets in 2022, with the acquisition of the Ana Paula project from Argonaut for $10m USD, with future payments of $10m USD cash and $10m USD in cash or shares. They did an additional acquisition from Florida Canyon Gold in 2024; they acquired the La Colorada and San Augustin mines, the early-stage Cerro de Gallo Project, and the full ownership of the San Antonio project, which had come with the original Ana Paula transaction for $5m while also eliminating the $20m in milestone payments on Ana Paula. They were not finished adding assets to their portfolio through acquisition, as they recently acquired the 1m oz Goldstrike project in Utah from Liberty Gold in April 2026 . This was at a substantially higher amount of consideration, totaling $75m if all milestones are met, than previous acquisitions, but the macro environment had substantially strengthened as well. Management did seem to indicate that there was some potential to combine this with their Alaska asset, Unga, but it seemed that they felt it was s...
Las Vegas has suffered from uneven tourism trends as well as sports-betting competition, but analysts say there’s reason to believe things are looking up for Sin City.
Las Vegas has suffered from uneven tourism trends as well as sports-betting competition, but analysts say there’s reason to believe things are looking up for Sin City.
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Markets have been volatile due to uncertainty about the status of peace deal negotiations between the United States and Iran. The market was mixed for most of the session amid rising oil prices and interest rates, but rallied ar...
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Markets have been volatile due to uncertainty about the status of peace deal negotiations between the United States and Iran. The market was mixed for most of the session amid rising oil prices and interest rates, but rallied around 1:45 p.m. after President Donald Trump said on Truth Social that "talks are continuing, at a rapid pace, with the Islamic Republic of Iran." The FedEx-FedEx Freight breakup is complete , with shareholders receiving 1 share of FDXF for every 2 shares of FDX owned. From the portfolio's perspective, we received 50 FDXF shares from the 100 FDX shares we bought on May 18. FedEx retained 19.9% of the outstanding FedEx Freight shares and plans to divest its stake within 24 months. FedEx Freight is the largest less-than-truckload (LTL) carrier in North America with the broadest network and industry-leading transit times. The LTL market combines freight that's too big or heavy for regular parcel delivery but not large enough for a full truckload from multiple customers onto the same truck. This allows businesses to ship smaller loads more efficiently without paying for an entire trailer. At an investor day held in April, Freight's management estimated it will generate $8.7 billion in revenue in 2026 with adjusted operating income of about $1.1 billion, representing a margin of about 12%. The company is targeting medium-term compound annual revenue growth of 4% to 6%, alongside adjusted operating income growth of 10% to 12%. This includes expanding margins from 15% from about 12% today through four key drivers: investments in LTL-focused capabilities, automation, and technology; enhancing its customer mix by adding higher-yielding customers; focusing on ongoing efficiency initiatives and improving cost to serve; and expediting Transition Service Agreement (TSA) exits to accelera...
Alphabet is the most resilient AI play on the market. Fueled by real cash flow from its classic advertising business and protected from cloud computing deflation, Google is built to survive any macroeconomic "crash test."
Alphabet is the most resilient AI play on the market. Fueled by real cash flow from its classic advertising business and protected from cloud computing deflation, Google is built to survive any macroeconomic "crash test."
Late physicist turned issue of when to stop searching for a better place to eat into mathematical problem When it comes to exploring a new city, it can be tricky to know when to stop searching for a different restaurant to try every night, or to visit the first place you love on repeat. Now researchers have found that the late physicist and Nobel laureate Richard Feynman devised a mathematical equ...
Late physicist turned issue of when to stop searching for a better place to eat into mathematical problem When it comes to exploring a new city, it can be tricky to know when to stop searching for a different restaurant to try every night, or to visit the first place you love on repeat. Now researchers have found that the late physicist and Nobel laureate Richard Feynman devised a mathematical equation that can tackle the conundrum – at least when the range of options is known – and they believe the approach is similar to tactics people use intuitively. Continue reading...
Bank of Montreal hired Trevor van Arragon from rival Toronto-Dominion Bank for a newly created role leading BMO’s Canadian business banking division. Van Arragon, who has been with Toronto-Dominion for almost two decades and was most recently head of its merchant solutions business, will join Bank of Montreal on June 8, according to an internal memo shared with Bloomberg News. “Canadian business b...
Bank of Montreal hired Trevor van Arragon from rival Toronto-Dominion Bank for a newly created role leading BMO’s Canadian business banking division. Van Arragon, who has been with Toronto-Dominion for almost two decades and was most recently head of its merchant solutions business, will join Bank of Montreal on June 8, according to an internal memo shared with Bloomberg News. “Canadian business banking remains a strategically critical business to BMO and one that must sustain and accelerate its momentum,” Mathew Mehrotra , group head of Canadian personal and business banking, said in the memo. Van Arragon will report directly to Mehrotra. Bank of Montreal is also promoting Justin Scully to head of Canadian business banking distribution, Mehrotra said in the memo. Scully has spent almost two decades in Bank of Montreal’s personal, small business and commercial banking operations and has held several leadership roles. Read More: Bank of Montreal Reaches Record High on Scotiabank Upgrade
Investors looking for stability amid the market volatility should consider a diversified portfolio of dividend stocks, according to ClearBridge Investments' Michael Clarfeld. The S & P 500 rose to a fresh record on Monday even as oil jumped on concerns over the Iran war. Iranian state media reported the country stopped negotiations with the U.S. and said it will completely shut the Strait of Hormu...
Investors looking for stability amid the market volatility should consider a diversified portfolio of dividend stocks, according to ClearBridge Investments' Michael Clarfeld. The S & P 500 rose to a fresh record on Monday even as oil jumped on concerns over the Iran war. Iranian state media reported the country stopped negotiations with the U.S. and said it will completely shut the Strait of Hormuz because of Israeli attacks on Lebanon. Later Monday, President Donald Trump said he had a productive call with Israeli Prime Minister Benjamin Netanyahu regardign Lebanon. Given how high the market has gone, dividends can provide a more predictable return, said Clarfeld, portfolio manager of the firm's dividend strategy. They also tend to cushion the downside because they give investors a clear thing to hold onto, he added. "The case for dividends is as strong as it's ever been, given the volatility in the markets, given the uncertainty about what the future looks like, and also given the importance of dividend growth as an offset to inflation that's stickier and higher," he said. Inflation continues to run well above the Federal Reserve's target of 2%. The personal consumption expenditures price index , which is the Fed's benchmark inflation gauge, rose 3.8% in April and 3.3% when excluding food and energy prices, the Commerce Department reported last week. "If dividends can continue to grow at a healthy rate, which we think they can, it can keep investors ahead of inflation," Clarfeld said. Clarfeld is a portfolio manager on the ClearBridge Dividend Strategy Fund (SOPAX), which focuses on high-quality stocks that have an attractive or improving dividend profile. The fund, which is rated four stars by Morningstar, currently yields 1.99%. It has a 1% expense ratio. SOPAX YTD mountain ClearBridge Dividend Strategy Fund year to date Diversification is also important to help the portfolio weather the ups and downs of the stock market, Clarfeld believes. He thinks about it fr...
Denis Shevchuk/iStock via Getty Images Although our service primarily offers asymmetric risk-reward opportunities with short- to medium-term upside at its core, we also have a flair for income. While our spring 2025 launch of a new long-term investing series entitled "Monthly Dividend Ideas" has been popular, we're often asked about instruments to generate cash flow, even at the risk of some princ...
Denis Shevchuk/iStock via Getty Images Although our service primarily offers asymmetric risk-reward opportunities with short- to medium-term upside at its core, we also have a flair for income. While our spring 2025 launch of a new long-term investing series entitled "Monthly Dividend Ideas" has been popular, we're often asked about instruments to generate cash flow, even at the risk of some principal erosion. When it comes to generating cash flow, we have some favorites, like ( PDI ), ( PDO ), or ( JEPI ), for example, but there are many others. The risk in some of these very high cash flow generating names is that over time your principal can erode. This is why we have cautioned investors to stay away from names like Oxford Lane Capital ( OXLC ) or many YieldMax products, like ( MSTY ), for example. Pull those OXLC or MSTY charts, and you will see what we mean. When it comes to high yield, the low double-digit-yielding monthly funds tend to be more stable than even the high single-digit yields. However, if you are very thirsty for cash flow, today's feature is a relative newcomer to the space and is run by NEOS, which has launched several successful income-generating names. Cash flow names like this attract our members who either want to live off of dividends and cash flow using their principal or are looking to compound an investment over several years. One name that we think is going to pull back a little bit with oil starting to normalize invests in good-paying stocks and sells call options against an energy ETF. We think those seeking cash flow can consider buying pieces of this name in $3 drops from $55. While searching for income-focused ETFs with low correlation to the S&P 500 ( SP500 ), we came across the NEOS MLP & Energy Infrastructure High Income ETF ( MLPI ). Data by YCharts Suggested play? For cash flow/income, we would nibble in $3 blocks on the way down. Retirees might like to have a look at this one. Launched in December 2025 by the NEOS fund famil...