IAMGOLDGerdau

IAMGOLD vs Gerdau

IAMGOLD and Gerdau are presented to compare their business models, financial performance, and market context in a clear, accessible way. The page highlights how each company creates value, operates wi...

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Russian Market Exposure: Commodity Risks & Alternatives

Russian Market Exposure: Commodity Risks & Alternatives

As global commodity markets shift, Nigerian investors may find new diversification opportunities in sectors historically influenced by Russia. This basket offers thematic exposure through major US and EU-listed multinational corporations operating in the global energy and materials sectors.

Published: September 9, 2025

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Stable Suppliers

Stable Suppliers

A carefully selected collection of mining and resource companies operating in politically stable countries. These stocks offer exposure to essential commodities while avoiding the uncertainties of volatile regions, handpicked by our professional analysts.

Published: June 18, 2025

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Investment Analysis

IAMGOLD

Pros

  • IAMGOLD is ramping up production at its Côté Gold Mine in Ontario, which is expected to become one of Canada's largest gold mines and boost its output significantly.
  • The company has delivered record mine-site free cash flow in 2025, driven by operational improvements and higher gold prices, strengthening its financial position.
  • IAMGOLD has made strategic acquisitions and expanded its land position in Quebec, enhancing its exploration potential and long-term growth prospects.

Considerations

  • IAMGOLD's operations are exposed to geopolitical risks, particularly in West Africa, which could affect production stability and costs.
  • The company's stock price and earnings are highly sensitive to fluctuations in gold prices, making it vulnerable to commodity market volatility.
  • IAMGOLD's recent acquisitions and expansion projects require substantial capital investment, which could pressure its balance sheet if gold prices decline.
Gerdau

Pros

  • Gerdau is a leading steel producer in Latin America with a diversified product portfolio and strong regional market presence.
  • The company offers a relatively attractive dividend yield, providing income potential for investors seeking regular returns.
  • Gerdau benefits from vertical integration and cost efficiencies across its steelmaking operations, supporting profitability during periods of stable demand.

Considerations

  • Gerdau's earnings are closely tied to global steel prices and demand, making it vulnerable to economic cycles and trade policy changes.
  • The company faces significant exposure to raw material price volatility, particularly for iron ore and scrap, which can impact margins.
  • Gerdau operates in a highly competitive industry with thin margins, limiting its ability to pass on cost increases to customers during downturns.

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