SI SILV Загрузка... : Бычьи и медвежьи мнения аналитиков

Silver47 announces a three-rig drill program to aggressively expand its existing 168.6 million.

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.