Recent headlines from the sources AlphaScala monitors. AlphaScala analysis is published in the main market section.
Gold rebounded from a two-month low after US-Iran ceasefire reports. The bounce is mechanical; confirmation requires Trump's signature. Watch the two-month low as key support.
Range Resources holds its $0.10 quarterly dividend for Q2 2026, payable June 26. The payout signals cash flow confidence, but natural gas prices and storage data will test sustainability.
The May 28 transcript from molten metal flow engineer Vesuvius offers a leading read on steel and base metal orders. Focus on order intake and pricing.
Brent crude fell 1.1% to $92.67 after US-Iran ceasefire extension report. Weekly loss of 10.5% is steepest since April. Deal still needs Trump approval, leaving execution risk for traders.
Man Group held a net short position in DCC Plc as of March 26, with 7.75 million shares short. The hedge fund also traded derivatives, pointing to a complex bearish stance on the takeover target.
Avino Silver Q1 revenue $39.4M, up 109%, beats estimates. Roth Capital lifts target to $8 on Q1 beat, holds Neutral. Operating cash $18.7M provides silver price buffer.
Freeport-McMoRan's Grasberg complex runs at 50% capacity after a fatal accident. Full output is not expected until H2 2027, tightening copper and silver supply.
First Majestic Silver Corp. reports Q1 net earnings of $128.1M, adjusted earnings $151.7M. Costs expected to drop in H2. Silver rally supports margins.
Australian shares surged as Gulf peace hopes lower oil risk premium. Airlines lead gains; Indian IT and financials stand to benefit if crude stays down.
Gold jumps on US-Iran truce uncertainty, lifting IBJA benchmark and retail rates at Tanishq, Joyalukkas, Malabar, Kalyan. Next catalyst: official statement.
Seatrium targets S$50M cost savings from its S$15B backlog. The plan tests margin execution against offshore project risk. Watch earnings for gross margin progress.
Crude oil supply risk from Iran escalation pushes prices higher. Airlines face margin pressure. Gold gains on safe-haven demand. Next catalyst: weekly inventory data.
Serabi Gold produced 12,043 oz in Q1, up 20% YoY, and grew cash to $64.4M. A strengthening BRL capped the margin gain from a $4,926 average gold price. Grade at Coringa rose 39%.
A 60-day US-Iran ceasefire agreement reduces crude risk premium, driving gains in Asian tech and transport stocks. Next catalysts are nuclear negotiations and OPEC+ supply decisions.
NGL Energy's Q4 call left the key coverage and leverage figures unconfirmed. The 10-Q filing will decide the distribution outlook.
JP Power surges 28% in two sessions, Adani Power hits a 52-week high on stake acquisition speculation. The rally needs a formal filing to sustain.
Prosafe SE posts Q1 EBITDA of USD 14.8 million, up from USD 4.6 million, as all five vessels generate revenue. CEO Reese McNeel targets backlog extension beyond 2027.
A new NBER study calculates U.S. natural gas consumers saved $164–$227 billion annually from shale gas, reshaping energy trade and LNG exporters like Cheniere.
Zerodha adds 15% exposure margin on MWPL stocks from May 29. The change blocks extra capital on positions in banned derivative names, hitting leverage and intraday strategies.
India holds domestic LPG rates steady despite US-Iran tensions. OMCs absorb ₹550 crore/day. June 1 revision date is the next test for the price freeze.
Magmatic Resources starts phase three RC and AC drilling at Weebo gold project, targeting bedrock mineralisation under supergene anomalies with assays expected over two to three months.
ASX drone stocks EOS, DroneShield, Ktek rally on Pentagon stake talk. The read-through is unconfirmed and the MP Materials precedent warns of fade risk.
High-grade hits of 3.8m @ 21.0 g/t and 2.1m @ 24.8 g/t drive Gorilla Gold to expand Sovereign drilling with five rigs. True width and assay timing remain key risks on the path to resource upgrade.
The multi-year MSA with Origin Energy for 750km of gas pipelines moves Pointerra from PoC to recurring revenue. Next catalyst: expansion across Origin's asset base and new utility client wins.
Cerrado Gold delivered record Q1 cash flow from steady Minas Gerais production. The result tests repeatability in Q2 and sets up a decision point for the stock.
Rincon pilot delivers 99% purity and 94.4% yield, de-risking Argosy's DFS. Results confirm process stability and set the stage for industrial scaling.
Manpower and supply chain problems prevent EV makers from fulfilling orders. The demand gap will test capacity and margins this quarter.
EcoSynthetix published a slide deck for a shareholder call on May 28, but the filing link blocks immediate access. The content could shift ECO:CA if it reveals new guidance or milestones.
Australian shares recover from $45B loss as US-Iran deal talk shifts crude oil supply calculus. Next catalyst: IAEA report or direct talks.
Sandfire Resources America raises bridge loan to $65.3M and extends maturity to Dec 31, 2026. The sixth amendment keeps Black Butte Copper funded but signals ongoing dependency on parent Sandfire Resources.