Franco-Nevada Has $4.3 Billion And Nowhere To Put It | Q2 2026 Earnings

Franco-Nevada (TSX: FNV) just delivered another strong quarter, but the most interesting part of the earnings call had very little to do with revenue, margins, or production. The company is now sitting on roughly $4.3 billion of available capital, has no debt, and continues to generate hundreds of millions in cash. The problem is deployment. […]

Iron Ore Majors Reassess Expansion Plans Amid Chinese Steel Slowdown

Chinese Steel Demand Shifts Force Strategic Rethink Iron ore producers are reassessing capital allocation and long-term expansion strategies as Chinese steel output faces structural headwinds that show little sign of reversing in the near term. The recalibration reflects a broader recognition across the major mining houses that the demand dynamics driving two decades of iron […]

Agnico Eagle Q2 Earnings: Record Cash Flow, Despite Gold Prices

Agnico Eagle (TSX: AEM) just delivered the strongest quarter in its history by free cash flow, while doing something most of its peers could not: increasing production and lowering unit costs in a tougher gold environment. The company produced more than 855,000 ounces of gold in Q2, generated $1.34 billion in free cash flow, and […]