Analyst Corner

Real Madrid is preparing to sell up to 10% of a commercial subsidiary to outside investors, marking a shift from its traditional member-owned structure. President Florentino Pérez announced the plan to raise capital following the Santiago Bernabéu stadium renovation, which cost over €1.3 billion. The stake, valued at approximately $675 million based on a $6.75 billion club valuation, would give investors access to revenue from sponsorships and events without sporting decision authority. The move follows similar strategies by Manchester City and Paris Saint-Germain, though recent changes at Atlético Madrid highlight risks of minority investments evolving into majority control.

The U.S. and Ukraine just signed a minerals agreement that’s been in the works for a while now. It’s part geopolitical strategy, part resource grab, and part investment opportunity. There’s a lot packed into this thing, and not all of it’s clear yet. But it’s worth looking at what’s in …

BHP Group attempted an all-share takeover of Anglo American, valuing the company at £31.1 billion. Despite offering a 14% premium, Anglo's board rejected the proposal, citing undervaluation and structural complexities. The deal faced regulatory hurdles and shareholder skepticism, ultimately leading BHP to withdraw. This analysis explores the strategic objectives behind BHP's bid, the financial and regulatory challenges, and the broader market implications of the failed acquisition within the global copper market and mining industry consolidation trends.

First Energy Metals continues to release drilling results from its Augustus Lithium Project in the Abitibi Lithium region of Quebec that validates historical lithium grades. Lithium for lithium batteries in Electric Vehicles and electrical grid storage applications is garnering the most attention in the media these days.

iFAST gets premium valuation in analyst report by Jefferies set Target Price of S$4.35 and “Buy” Rating