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Nickel Is Hated Enough To Be Loved

Nickel, after a volatile year, is closing 2025 positively with a 5.5% rally. Despite past oversupply and price collapse, it presents a contrarian opportunity with structural risks. Indonesia's dominance in production poses environmental and systemic risks. While nickel demand is expected to grow, technological shifts and policy changes could impact its future. The Sprott Nickel Miners ETF has risen 49.81% year-to-date, indicating investor interest.

benzinga_article·
US
SII
+0.22%
benzinga_article·
US
SII
+0.22%

Lumentum Holdings Inc. $LITE Shares Sold by Thompson Investment Management Inc.

Thompson Investment Management Inc. reduced its stake in Lumentum Holdings Inc. by 20.5% in the 3rd quarter, selling 15,861 shares. Lumentum now represents 1.3% of Thompson's holdings. Other institutional investors also adjusted their positions. Insider activity included sales by SVP Jae Kim and Director Isaac Hosojiro Harris. Lumentum's stock opened at $390.77 on Friday. The company reported strong earnings and revenue growth, with analysts upgrading their ratings and target prices.

Market Beat·
US
LITE
-1.30%
Market Beat·
US
LITE
-1.30%

Covea Finance Invests $10.16 Million in Orla Mining Ltd. $ORLA

Covea Finance has invested $10.16 million in Orla Mining Ltd. by purchasing 942,200 shares, representing 0.29% ownership. This investment was disclosed in the third quarter filing with the SEC. Orla Mining, a Canada-based company, focuses on gold and silver projects in the Americas, including the Cerro Quema project in Panama. The stock has a market cap of $4.94 billion and a P/E ratio of 111.78. Analysts have given Orla Mining a "Moderate Buy" rating with a consensus price target of $27.00.

Market Beat·
US
ORLA
+0.48%
Market Beat·
US
ORLA
+0.48%

Research Alert: CFRA Maintains Buy Opinion On Shares Of Lumentum Holdings Inc.

CFRA maintains a Buy opinion on Lumentum Holdings Inc., raising the 12-month target price to $450, reflecting a 55.0x FY 27 EPS estimate. FY 26 and FY 27 EPS estimates are increased to $5.69 and $8.18, respectively. Lumentum sees significant opportunities in AI infrastructure, with over 60% of revenue linked to cloud and AI, driven by demand for laser chips and optical transceivers.

fidelity·
US
LITE
-1.30%
fidelity·
US
LITE
-1.30%

Global Critical Minerals Rely On International Trade, Study Shows Critical Vulnerabilities

A study reveals that over 60% of global critical mineral demand is met through international trade, exposing supply chains to geopolitical tensions and disruptions. The International Energy Forum highlights the need for forward-looking policies to address rising demand for minerals like copper, nickel, and lithium. Geographic concentration of supply, such as Indonesia's nickel and China's rare earths, increases vulnerability. Governments are responding with strategic policies, but uncoordinated efforts may heighten volatility. The Sprott Critical Materials ETF has risen 93.23% year-to-date.

benzinga_article·
US
SII
+0.22%
benzinga_article·
US
SII
+0.22%
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