Browsing Tag
ADR
2 posts
SanDisk (SNDK) rallies 7.6% on AI NAND supercycle, $42bn backlog anchors thesis
SanDisk (SNDK) rallies 7.6% on AI NAND thesis, $42B backlog validates supercycle. SK Hynix Nasdaq listing July 10 tests scarcity premium ahead of Aug earnings.
South32 (S32) reveals $1.1bn Hermosa Taylor capex blowout, but stretches mine life to 33 years as zinc, silver upside grows
South32's Hermosa capex jumped US$1.1B on US tariffs and shaft delays. A 33-year mine life and US$4.5B spot NPV ask whether the market is pricing it right.