Recent headlines from the sources AlphaScala monitors. AlphaScala analysis is published in the main market section.
Indiana Resources (ASX:IDA) will drill test a seven-kilometre shallow gold anomaly at Ealbara after heritage clearances. RC drilling is also starting at Company Well and Minos gold prospects.
New Axel REE CEO Dr Patience Mpofu brings Glencore offtake experience to Caladao rare earths project as it moves from exploration toward commercial development.
The IRGC says the Strait of Hormuz is closed to all vessels after U.S. strikes on Bandar Abbas and Qeshm Island. 20 million barrels of daily oil flow is at stake. Here is the trade-management framework, not the headline.
Alligator's follow-up drilling at Big Lake tests scale and continuity of the 2024 discovery. Success could open a new uranium district in South Australia.
Peako (PKO) proposes acquiring six gold projects in Saudi Arabia's Central Arabian Gold Region. Shares opened at 0.5cps after a 17% drop as the market prices the bet.
Gold broke below its 200-day moving average after US strikes on Iran extended a war that has pushed inflation to 4.2%. The metal is down more than 20% since late February.
Osaka Soda Q4 operating income fell 12% to ¥4.1B on weaker chemicals and electronics demand. Company cut dividend for first time in four years.
Evonik Industries held its annual innovation press conference from its new Essen headquarters, presenting three new innovation cases that the company says are tested and proven.
A shareholder group of Emerita Resources is suing Lithium Ionic over alleged misappropriation of the Bandeira lithium project. Lithium Ionic rejects the claim and will defend ownership. Court must grant leave to proceed.
West Red Lake Gold Mines shareholders re-elected five directors and re-appointed auditors at the annual meeting, while director Hugh Agro did not seek re-election as the company's Madsen Mine ramps up.
GMG shares have risen 2.8% since the start of 2025. PLS shares sit 15.4% from their peak. The valuation case for each stock reflects different cycles.
CMT's slide deck at the IDEAS conference showed a push into defense and infrastructure, with margin targets tied to new press lines. Shares trade tight. The second-half ramp decides the story.
NOVAGOLD reports Q2 results June 24. The Donlin Gold feasibility study update will determine whether development economics work at current gold prices. NG stock at $6.80.
US crude inventories fell for the seventh consecutive week, beating expectations for a 2.9 million barrel decline. The drawdown extends the longest streak this year and pushes stockpiles below the five-year average.
Franco-Nevada reported record Q1 revenue of $650.7 million, up 77%, driven by high gold prices and new assets. With $3.4 billion in capital and billionaire backing, the question is whether the stock has already priced in the outperformance.
A Seeking Alpha contributor keeps a Hold rating on Lufthansa (DLAKY) at €5.5, citing weak ROIC and cost-cut execution risk, with margin uncertainty. The analyst also disclosed long positions in Airbus (EADSY).
CEO Kelly Beatty says royalty acquisitions beat drilling in a low-gas world. The model avoids capex risk but faces competition for deals. Dividend coverage depends on finding double-digit IRR targets.
MedGulf proposes using SAR 224.97 million from its share premium account to offset SAR 77.82 million in accumulated losses. Shareholders also vote on related-party contracts with SAIB, Zain, and Qassim Cement.
Trump said the U.S. moved millions of barrels through Hormuz without Iran's knowledge, crediting the flow for crude below $100. The claim reshapes tanker risk and oil supply calculus.
CNQ's Western Canadian production avoids Strait of Hormuz risk. The stock's Alpha Score of 66 reflects solid fundamentals. Next catalyst: Q3 earnings in November.
SBM Offshore repurchased shares last week as part of its EUR227 million buyback. The consistent float reduction gradually boosts EPS. Investors should track the weekly pace against the program ceiling.
A retail bearish thesis argues Sherwin-Williams' forward P/E of 26 leaves little room for error. A multiple contraction to 22 would drop shares to $255. The July 17 housing report is the next catalyst.
Record US output and falling China demand point to a fourth-quarter surplus. Valuations on XLE majors are stretched. Here's why a sell call makes sense now.
FCX controls 70% of US refined copper. Grasberg permit risk and a 34x P/E keep the Alpha Score at 58. Q2 earnings in late July are the next catalyst.
Trump cheered a 4.2% CPI print as 'great.' Core inflation at 2.9% tells a different story. Here's how the split affects oil, gold, and commodity positioning.
Seabridge Gold's KSM project holds 38M oz gold and 10B lbs copper, yet the stock trades at an 88% discount. A federal permit decision is the catalyst.
Tullow Oil's 2026 AGM opened with CEO Ian Perks set to update on debt-reduction progress. Investors are watching for any shift on dividends or production guidance after the company's capital-strategy pivot.
BP's stock gets a lukewarm review from Jim Cramer, who recommends Chevron and EQT instead. Here's what the comparison means for BP investors.
Baupost Group disclosed a $43 million stake in DNOW. The filing follows a period of low gas prices. Rewey Asset Management also bought shares earlier. The company's quarterly earnings will show if the distribution cycle is turning.
The selloff wiped out a month's gains as the company held off on raising 2025 production guidance. Conversion bottlenecks and AI-driven demand keep the thesis intact.