With energy prices stabilizing, cost efficiency metrics in the "lode stock price forecast" model have improved, leading to revised upward earnings per share projections among industry analysts. Daniel Major: A couple of questions. The first one and slightly higher level one, obviously, M&A hot topic in the sector at the moment. One of the discussions around valuation comes around complexity of portfolios, lots of assets, lots of minority interests, good gold price environment. Are you looking at the portfolio and thinking of any assets you could use to streamline and recycle that capital into your expansion projects? Micron Technology's ( NASDAQ: MU ) latest earnings report marks a significant inflection point for the company and the global memory chip market. The key takeaway is the undeniable and transformative impact of AI on memory demand, particularly for High-Bandwidth Memory. Micron's ability to capitalize on this trend, evidenced by its robust financial performance and optimistic forward guidance, positions it as a leading beneficiary of the AI revolution. The report firmly establishes that the DRAM market has entered a strong recovery phase, driven by structural demand rather than transient factors, although the NAND segment continues to face its own set of challenges. Investor sentiment toward the "lode stock price forecast" is turning cautiously optimistic as macroeconomic data shows slowing inflation. In mining equities, reduced input costs often translate into better margins, supporting tailwinds for Lode’s valuation in Q
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