SI SILV 로딩 중... : 애널리스트의 강세 및 약세 의견

Silver47, 알래스카 Red Mountain 프로젝트에서 기존 1억 6,860만 은 환산 온스 자원을 적극적으로 확장하기 위한 3개 리그 시추 프로그램 발표

Orders in Measurement & Control Solutions (MCS) were up 15%, driven by smart metering demand in water, with progress on projects shifted out of Q4. Management expects double-digit orders growth for water throughout the year. — Strong smart water metering demand signals a healthy cycle for water utilities investing in AMI, which is positive for Xylem and its competitors in the space, indicating a potential growth period.

The utility's capital plan includes nearly $1.5B of capex through 2030 from the AMI 2.0 application, with total request exceeding $3B and spending through 2033, indicating a long-duration smart meter replacement cycle for suppliers. — This signals a multi-year, large-scale AMI deployment that could provide a significant revenue runway for meter manufacturers and related technology vendors.