Recent headlines from the sources AlphaScala monitors. AlphaScala analysis is published in the main market section.
PDI opened registration for its Aug. 21 general meeting webinar. The West African gold producer targets annual production of 400,000 ounces by 2029.
The ASX 200 hit a fresh all-time high as miners rallied on record copper prices and a six-month gold rally. BHP, Fortescue and REA Group led gains. Earnings season starts next week.
RBI holds repo rate at 5.25%, lifts GDP forecast to 6.7%. Sensex rises 201 points, Nifty up 16. Lower crude and Reliance buying support gains. FIIs sold Rs 943 crore.
SBM Offshore H1 net profit tripled to $826M on FPSO sales and new contracts. The company raised 2026 guidance and announced a $100M dividend. Record backlog of $35.6B.
Chemours topped Q2 estimates with $227M EBITDA, led by record TSS segment earnings. Management lifted 2026 EBITDA guidance to $810M-$850M, above consensus.
October Brent slipped to $79.21 as Iran and Oman prepared a joint shipping deal. ING strategists said a US-Iran accord is the next catalyst for resumed flows through Hormuz.
Warrior Met Coal held its Q2 2026 earnings call on Aug. 5. CEO Walter Scheller and CFO Dale Boyles reviewed the quarter's performance. Analysts from B. Riley, UBS, BMO, Benchmark, Citigroup, and Jefferies participated.
AIC Mines hit high-grade gold (3.2m @92.5g/t) and expanded the Iris copper zone to 1.5km, with four more holes planned at Iris and follow-up drilling at Eloise South.
Fortuna Mining generated $85.7M free cash flow in Q2 2026 despite cost pressures from the Argentine peso and higher royalties. The company approved Séguéla expansion and Diamba Sud feasibility, targeting 500k oz/year.
Alligator Energy targets Samphire uranium production by 2030-31 after completing field recovery trial and expanding resource to 30Mlb. Feasibility study due mid-2027.
Central banks bought 51 tonnes of gold in June, the highest monthly total this year, led by Poland and China. The WGC data shows sustained accumulation by Asian and Eastern European central banks.
Iran and Oman near a Strait of Hormuz shipping deal, sending crude lower. Fed's Cook signals rate hike readiness. SpaceX goes exclusive with Nvidia, sending AMD down 7%.
Flotek updated 2026 full-year guidance in its Q2 report; seven analysts from seven firms joined the Aug. 5 call, and management stressed forward-looking risks.
Suncor Energy's Q2 earnings call drew analysts from seven firms. With Alpha Score 60, the focus is on oil sands costs, free cash flow, and debt reduction. Next report due in November.
Avanti Gold CEO Mohamed Cisse will present at the OTCQB Virtual Investor Conference on Aug. 6. The company's flagship Misisi Project in the DRC holds 3.1 million ounces of inferred gold resources.
Hudson Technologies reclaimed a $210M DLA contract after a bid protest forced a re-bid. The award runs through 2031 with a five-year option, removing a key uncertainty.
WTI trades near $75 after 11% weekly loss. Temporary shipping route through Strait of Hormuz under review, not a full reopening, says Iranian official. Houthi attacks persist.
Almadex Minerals sold a portfolio of NSR royalties to Empress Royalty for $2.5M. The deal includes cash and shares, covering projects in North America.
Aura Minerals pays US$0.72 per share dividend from Q2 results, a 4.3% yield, on record first-half production of 157,574 GEO and US$441 million EBITDA.
Ero Copper's Tucumã throughput rose 27% in Q2 and net debt leverage fell to 0.8x, with Caraíba on pace for a record year.
The $25M credit facility from ING, expandable to $100M, provides a liquidity backstop as Endeavour Silver advances its Pitarrilla project without an immediate drawdown.
The pipeline spin-off from TC Energy reported Q2 earnings after the close. A conference call on Aug. 6 will detail normalized EBITDA and cash flow targets.
McFarlane Lake Mining takes a 19.9% stake in iMetal Resources for C$1.42M, gaining a board seat and technical oversight on adjacent Ontario gold properties.
Equinox Gold boosted its dividend 50% to $0.09 annualized, with a $0.0225 quarterly payout due Sept. 2. The increase reflects a strong cash position for the miner.
Tenaris reported $396M in Q2 free cash flow, down from $618M in Q1. The tube maker's Hormuz disruption and rising raw material costs weighed on tubes segment income.
Transocean's fleet report shows $6.7B backlog with an additional $1B conditional on Equinor approval for three harsh-environment rigs. The pending Valaris merger adds to the story.
Phillips 66 posted record Q2 EPS of $9.14 and sees margins staying strong into 2027. Crack spread near $57; a swift Iran deal could end the run.
Ring Energy raised $66M, cut debt to $360M, and shifted drilling to 70% longer laterals. CEO says the transition will boost returns and free cash flow.
OR Royalties Q2 revenue rose 62% with cash flow up 62%. CEO Attew said the company bought back over 1M shares after the Barnat pit sell-off. Guidance reaffirmed.
Coeur Mining posted record Q2 revenue of $1.1B and net income of $122M, driven by the New Gold acquisition and strong output from Rochester and Wharf. The company repurchased $121M in shares and expects $2.3B in adjusted EBITDA for 2026.