Gold, Copper, and Missiles: Three Major Dividend Increases Following a Successful Year
2025 Performance Highlights: The aerospace and defense sectors saw significant returns in 2025, with the iShares U.S. Aerospace & Defense ETF delivering nearly 49% and the SPDR S&P Metals & Mining ETF achieving around 83%, marking their best performances in over a decade.
Franco-Nevada's Dividend Increase: Franco-Nevada Corporation announced a substantial 16% increase in its quarterly dividend to $0.44, driven by strong gold and silver prices, and expects to continue rewarding shareholders with consistent payouts.
Southern Copper's Strong Returns: Southern Copper Corporation reported a remarkable 68% total return in 2025, alongside a 11% increase in its quarterly cash dividend to $1.00, reflecting its position as a leading copper producer.
L3 Harris Technologies' Dividend Growth: L3 Harris Technologies declared a quarterly dividend of $1.25, representing a 4% increase, and is focused on maintaining a controlling stake in its missile solutions business while also planning to spin off this segment into a publicly traded entity.
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Spot Silver Continues Decline, Currently Down 6% at $67 per Ounce
- Market Performance: Silver prices have experienced a decline, dropping 6% to $67 per ounce.
- Trend Analysis: The recent downturn in silver prices indicates a potential shift in market dynamics.
Gold, Copper, and Missiles: Three Major Dividend Increases Following a Successful Year
2025 Performance Highlights: The aerospace and defense sectors saw significant returns in 2025, with the iShares U.S. Aerospace & Defense ETF delivering nearly 49% and the SPDR S&P Metals & Mining ETF achieving around 83%, marking their best performances in over a decade.
Franco-Nevada's Dividend Increase: Franco-Nevada Corporation announced a substantial 16% increase in its quarterly dividend to $0.44, driven by strong gold and silver prices, and expects to continue rewarding shareholders with consistent payouts.
Southern Copper's Strong Returns: Southern Copper Corporation reported a remarkable 68% total return in 2025, alongside a 11% increase in its quarterly cash dividend to $1.00, reflecting its position as a leading copper producer.
L3 Harris Technologies' Dividend Growth: L3 Harris Technologies declared a quarterly dividend of $1.25, representing a 4% increase, and is focused on maintaining a controlling stake in its missile solutions business while also planning to spin off this segment into a publicly traded entity.
Silver's Overextension Is Costing It. Silver Mining Stocks Could Be a Good Investment.
- Silver Market Decline: Silver experienced its worst trading day since 1980, highlighting the volatility in financial markets.
- Investment Opportunity: Despite the sharp decline, there may be potential for buying mining stocks as a result of the downturn.
FRANCO-NEVADA CORP: UBS Increases Price Target from $270 to $310
Company Overview: Franco-Nevada Corporation is a leading gold-focused royalty and streaming company.
Target Price Increase: UBS has raised the target price for Franco-Nevada shares to $310 from $270.
Gold Prices Soar to New Heights, Exceeding $5,300 an Ounce Before FOMC Meeting
Market Surge: Spot gold prices have surged above $5,300, setting new records in the market.
FOMC Meeting Anticipation: The increase in gold prices comes ahead of the upcoming Federal Open Market Committee (FOMC) meeting.
Franco-Nevada Enters $100 Million Gold Stream Financing with Orezone
- Financing Scale: Franco-Nevada has entered into a $100 million gold stream financing agreement with Orezone through its wholly-owned subsidiary, aimed at supporting the acquisition of Hecla Mining's Casa Berardi Gold Mine and other Quebec assets, thereby enhancing its gold investment portfolio in Canada.
- Cash Flow Status: As of September 30, 2025, Franco-Nevada reported $900 million in cash and cash equivalents along with $1.9 billion in available capital, indicating a robust financial position that enables the smooth execution of this transaction and continued portfolio expansion.
- Strategic Partnership Outlook: The collaboration between Franco-Nevada and Orezone is viewed as a transformative deal, with both parties expressing confidence in the future development of the Casa Berardi mine, which is expected to generate significant value for both companies and all stakeholders, further solidifying their positions in the gold market.
- Long-Term Development Vision: Orezone's CEO emphasized the goal of establishing Casa Berardi as a profitable, long-life mining camp, projected to provide stable production and revenue for decades, reflecting strong confidence in the project's market potential and future opportunities.
Spot Silver Continues Decline, Currently Down 6% at $67 per Ounce
- Market Performance: Silver prices have experienced a decline, dropping 6% to $67 per ounce.
- Trend Analysis: The recent downturn in silver prices indicates a potential shift in market dynamics.
Gold, Copper, and Missiles: Three Major Dividend Increases Following a Successful Year
2025 Performance Highlights: The aerospace and defense sectors saw significant returns in 2025, with the iShares U.S. Aerospace & Defense ETF delivering nearly 49% and the SPDR S&P Metals & Mining ETF achieving around 83%, marking their best performances in over a decade.
Franco-Nevada's Dividend Increase: Franco-Nevada Corporation announced a substantial 16% increase in its quarterly dividend to $0.44, driven by strong gold and silver prices, and expects to continue rewarding shareholders with consistent payouts.
Southern Copper's Strong Returns: Southern Copper Corporation reported a remarkable 68% total return in 2025, alongside a 11% increase in its quarterly cash dividend to $1.00, reflecting its position as a leading copper producer.
L3 Harris Technologies' Dividend Growth: L3 Harris Technologies declared a quarterly dividend of $1.25, representing a 4% increase, and is focused on maintaining a controlling stake in its missile solutions business while also planning to spin off this segment into a publicly traded entity.
Silver's Overextension Is Costing It. Silver Mining Stocks Could Be a Good Investment.
- Silver Market Decline: Silver experienced its worst trading day since 1980, highlighting the volatility in financial markets.
- Investment Opportunity: Despite the sharp decline, there may be potential for buying mining stocks as a result of the downturn.
FRANCO-NEVADA CORP: UBS Increases Price Target from $270 to $310
Company Overview: Franco-Nevada Corporation is a leading gold-focused royalty and streaming company.
Target Price Increase: UBS has raised the target price for Franco-Nevada shares to $310 from $270.
Gold Prices Soar to New Heights, Exceeding $5,300 an Ounce Before FOMC Meeting
Market Surge: Spot gold prices have surged above $5,300, setting new records in the market.
FOMC Meeting Anticipation: The increase in gold prices comes ahead of the upcoming Federal Open Market Committee (FOMC) meeting.
Franco-Nevada Enters $100 Million Gold Stream Financing with Orezone
- Financing Scale: Franco-Nevada has entered into a $100 million gold stream financing agreement with Orezone through its wholly-owned subsidiary, aimed at supporting the acquisition of Hecla Mining's Casa Berardi Gold Mine and other Quebec assets, thereby enhancing its gold investment portfolio in Canada.
- Cash Flow Status: As of September 30, 2025, Franco-Nevada reported $900 million in cash and cash equivalents along with $1.9 billion in available capital, indicating a robust financial position that enables the smooth execution of this transaction and continued portfolio expansion.
- Strategic Partnership Outlook: The collaboration between Franco-Nevada and Orezone is viewed as a transformative deal, with both parties expressing confidence in the future development of the Casa Berardi mine, which is expected to generate significant value for both companies and all stakeholders, further solidifying their positions in the gold market.
- Long-Term Development Vision: Orezone's CEO emphasized the goal of establishing Casa Berardi as a profitable, long-life mining camp, projected to provide stable production and revenue for decades, reflecting strong confidence in the project's market potential and future opportunities.
