Streetbeat News

Revenues

ANET

Arista Networks, a leader in ethernet networking for AI training clusters, shows strong earnings and market position. However, its high valuation at over 40x P/E suggests a Hold recommendation. Analysts are optimistic about its 2025 guidance and potential revenue growth from AI deployments.

Portfolio Pulse from

November 11, 2024 | 10:00 am

ZURVY

Zurich Insurance Group (ZURVY) is highlighted as a top pick due to its strong performance, solid fundamentals, and attractive 5% yield. The company has shown impressive growth, with record-level operating profits and a high RoE of 25% in 1H24. Its strategic focus on efficiency, risk management, and market leadership, particularly in commercial insurance, positions it for continued outperformance.

Portfolio Pulse from

November 11, 2024 | 9:45 am

BTG

B2Gold faced challenges in 2024, including royalty disputes and mine delays, resulting in a $631m loss. However, 2025 looks promising with expected production increases from Goose and Fekola, potentially leading to profitability if gold prices stay high.

Portfolio Pulse from

November 11, 2024 | 9:45 am

THXPF

Thor Explorations Ltd reported a significant increase in profits for the latest quarter, driven by record gold prices. Revenues rose to $40.2 million, with EBITDA reaching $27.4 million.

Portfolio Pulse from

November 11, 2024 | 8:30 am

NTOGF

Nostra Terra Oil & Gas has successfully completed Phase 1 of its workover program at Pine Mills, Texas, resulting in a 60% increase in oil production. The production now averages 120 barrels of oil per day, with five previously shut-in wells back in operation.

Portfolio Pulse from

November 11, 2024 | 8:30 am

SEEMF

Seeing Machines Ltd has reported a 100% increase in the adoption of its driver monitoring systems, now installed in over 2.6 million vehicles across eight automotive programs. This growth highlights the rising demand for vehicle safety technology.

Portfolio Pulse from

November 11, 2024 | 8:15 am

CSTPF

Arrow Exploration Corp has successfully brought its fifth Ubaque horizontal well, CNB HZ-6, into production at the Carrizales Norte field in Colombia. The well initially produced 2,250 barrels of oil per day (bopd) gross, and after installation of an electric submersible pump, it sustained production at over 1,900 bopd gross with a 31% water cut.

Portfolio Pulse from

November 11, 2024 | 8:15 am

CMCL

Caledonia Mining Corporation PLC reported promising exploration results at its Motapa project in Zimbabwe, with encouraging mineralization in both historic open pits and new target areas. The company's Blanket mine production remains on track.

Portfolio Pulse from

November 11, 2024 | 8:00 am