Recent headlines from the sources AlphaScala monitors. AlphaScala analysis is published in the main market section.
Ero Copper will release second-quarter results after the close on Aug. 5, with a conference call the next morning. The Brazil-focused miner operates two copper mines and a gold mine, and is advancing the Furnas project with Vale.
Wallbridge evacuated its Fenelon gold camp and suspended drilling after SOPFEU ordered evacuation due to rising wildfire danger. Resumption depends on authorities declaring it safe.
Rock mass movement at Barnat pit cuts H2 2026 gold output up to 80,000 oz and annual output by 150,000 oz. OR Royalties, with a 5% royalty, holds guidance.
Gold Resource shareholders approved a merger with Goldgroup Mining Inc. The deal closes July 17, taking the Don David gold mine operator private and shelving its NYSE American listing.
Eni's 5.5% dividend and buyback yield nearly 10%. The satellite model's execution and oil price sensitivity create a narrow path. The Enilive IPO delay is the key risk.
India signed long-term green ammonia and methanol supply deals with Japan, with ACME Group anchoring production. The pacts shift hydrogen trade routes and give Japanese buyers a non-fossil-fuel source.
VF Corp.'s North Face sees women driving potential $2B of growth. Levi's targets 50-50 revenue split. Columbia expands Amaze line. Women's market is 70% larger than men's.
WTI crude bounced from $66.50 support after the disappointing July NFP report sent the dollar lower. Brent reclaimed $72. NatGas stuck near $3.20. Traders eye the $70.50 resistance.
Transocean secured $1B in new backlog from Equinor for three harsh-environment rigs at day rates above $400K per vessel-year, confirming premium pricing on the Norwegian shelf.
Impala Platinum benefits from strong PGM prices and healthier balance sheets, boosting dividend yields tied to free cash flow. Click here to read more.
Minerals Technologies (MTX) reports Q2 2026 after the close July 30. The July 31 call will test demand trends and margin management in a mixed industrial backdrop.
Aecon Group won a $1.7 billion share of a 932 MW gas-fired plant in Alberta, serving a co-located data centre. The contract hits Q3 2026 backlog and extends revenue visibility.
Man Group PLC made a disclosure under Irish Takeover Rule 8.3. The filing indicates positions or dealings in relevant securities, with no further details provided. A full breakdown is expected in a subsequent filing.
WPM's covered call strategy promises 30% annualized returns. Silver hype and execution risks may change the calculus. Here's what to watch for the next quarter.
TotalEnergies returned $10 billion to shareholders last year. A 24-hour Strait of Hormuz shutdown tested the supply chain that underpins its buyback and dividend.
The midstream firm's 48% yearly gain comes as geopolitical tensions in Iran drive energy price volatility. A new NGL plant and pipeline expansion target volume growth. Hedge fund holdings rose to 49.
SENACE approval lifts annual ore processing capacity to 34 million tonnes from 31 million, giving Hudbay room to run the mill closer to installed capacity. Q3 report due October.
Futures point to a higher open ahead of first-quarter GDP data and tech earnings from Microsoft and Alphabet. Asian markets fell overnight; Europe trades up.
Al Kathiri Holding proposes 61% capital reduction to offset accumulated losses. The move cancels 138.48 million shares, subject to CMA and shareholder approval.
GoldHaven hired Northtech Drilling for its fully funded Magno tungsten program. Permits are the last hurdle before the drill bit turns. The US$500k marketing spend adds a risk layer to the story.
NTIC reports fiscal Q3 results July 9 before market open; CEO Lynch and CFO Wolsfeld host 9am ET call. Focus on corrosion prevention and bio-based plastics.
A Seeking Alpha analyst rates Energy Transfer a Strong Buy on export demand. The MLP's $51B debt load and 8.5x EV/EBITDA valuation add risk. Q1 earnings are the next check.
Brenntag SE disclosed a voting rights change under German law, crossing a threshold. The filer's identity wasn't revealed. The filing puts the stock on watch for strategic positioning.
OCI Global shares jump 6.4% after majority shareholder NNS submits strategic proposal, raising break-up or sale expectations for the ammonia and methanol producer.
RBC Capital raised its Cameco price target to C$175, citing nuclear demand and higher contract pricing. The Cigar Lake stake deal strengthens exposure to rising uranium prices.
Seneca Resources and Evolution Well Services sign a three-year deal to deploy electric fracturing in Appalachia, targeting lower fuel and logistics costs.
FMC sold $750M in notes at 9.375% to stay afloat. The conversion feature could dilute common equity if the stock stays low. Cash burn continues.
Riyadh – Mubasher: Tabuk Cement Company has issued a corrective statement regarding the results of its second ordinary general meeting (OGM) announced on 30 J...
Al Jouf Cement shareholders approved RSM Allied as auditor for SAR 525,000 and raised audit fees for 2025, as the company posted a SAR 21.6M loss in Q1.
Abu Dhabi's IHC and Adani Group signed an MoU for a 4 MTPA alumina refinery and 2 MTPA smelter in Odisha, posing the biggest challenge yet to India's incumbent aluminium producers.