Recent headlines from the sources AlphaScala monitors. AlphaScala analysis is published in the main market section.
EQX shareholders vote July 22 on the Orla Mining merger. The fixed exchange ratio creates standard stock-for-stock risk for Orla holders. Proxy deadline is July 20.
H.B. Fuller reports Q2 Thursday with consensus EPS of $1.38 on $924.8M revenue. Estimate revisions are split, signaling uncertainty on demand and costs. The stock trades near its 52-week low.
Eldorado Gold shareholders re-elected the full director slate Monday, backing a board betting on first concentrate from the Skouries project in Greece as the key near-term catalyst.
BHP's 30% rally and Xero's flat year demand different valuation tools. Forward P/E for the miner, revenue multiples for the cloud stock. Alpha Score 72 says balanced risk-reward.
Chair Reid highlighted Skouries first concentrate and the Olympias expansion as near-term catalysts. The transition from construction to cash flow is the defining event.
Natural gas reversed after a failed breakout, testing support at the 50- and 100-day MAs near $3.07. The 50/100 MA crossover may help hold the line, but the failed push above $3.42 reduces upside in the near term.
VAALCO Energy meets New York institutional investors June 24-25 with an updated presentation. The roadshow tests demand for a West African E&P story built on Gabon output recovery and Egypt exposure.
NANO Nuclear's STS acquisition brings critical pump engineering in-house, cutting supply-chain risk for its ODIN micro-reactor. The stock still prices in commercial deployment years away.
Comstock sold its Pinnacle stake for $600M, ending the Quantum overhang. The cash covers a capital program that outspent cash flow by $133M in Q1 alone.
Regular gas averaged $3.91/gal on June 22, slipping under $4 ahead of July 4th travel. The next EIA inventory report will test whether the dip holds or reverses.
A Kinder Morgan shareholder argues the stock's real upside is natural gas volume growth, not its dividend. Regulatory catalysts and LNG demand are the keys to monitor.
SM Energy's new CEO brings Pioneer discipline and field-engineer pragmatism to a four-basin portfolio. Alpha Score 48. What it means for E&P investors.
The Enforcement Directorate found physical gold stock 40% lower than books, and examined ₹3,000 crore in trade receivables adjusted against suspicious gold imports.
Magna Mining's TSX listing widens institutional access as a 29.7% CuEq intercept at its past-producing Levack Mine strengthens the restart case.
Coeur Mining presented at J.P. Morgan, detailing its post-New Gold strategy across seven mines. The company holds net cash of $120M and expects Rochester to become its top silver producer by 2027.
Energy Fuels' VAC acquisition creates the only Western mine-to-magnet rare earth chain. The move positions UUUU to capture downstream value and reduce China dependence.
USAS produced 1.1M oz silver in 5 months, now targeting 3M oz by year-end. First antimony shipments from Galena add a second revenue stream. Q2 report due mid-July.
Brent crude fell 12% from its April high. Indian pump prices stayed flat, widening margins for state-run refiners HPCL and BPCL. The setup holds until OPEC+ meets or retail prices adjust.
Arabian Pipes shareholders approve SAR 34M dividend for 2025, authorize board to distribute interim dividends semiannually or quarterly for 2026.
Jim Cramer prefers MP Materials over NioCorp, citing Iran peace talks as a catalyst. MP already produces rare earths; NioCorp remains pre-revenue with years of risk ahead.
The DOE's $17.5B conditional loan targets long-lead equipment for up to 10 AP1000 reactors. For Cameco (CCJ), the conditions determine whether the nuclear premium holds or deflates.
Saipem's steady Middle East payments and margin gains point to a reaffirmed guidance into next quarter, with the Subsea 7 merger as the next catalyst.
The US economy suffers only one-twentieth the GDP hit from a major oil disruption compared with 1980, Dallas Fed economists found. The paper's sensitivity tests show the US stays below a half-point hit even in worst-case scenarios.
Average prices of 93 of 169 tracked commodities and services rose year-on-year in Saudi Arabia in May 2026, signaling persistent price pressures across food, housing, and transport.
Aurubis AG disclosed a voting rights notification under German law, signaling a change in its shareholder structure. The move adds to scrutiny of ownership in the copper smelter ahead of its next earnings report.
Lithium DLE developer IBAT held its Q4 2026 earnings call on June 18. CEO Joseph Mills led the session. The transcript is now available for traders tracking commercialization progress.
Scorpio Tankers shares rose on elevated rates. Fleet supply is rising. Red Sea risk is receding. The break-even line sits at $30k/day. Q2 earnings are next.
NLC India and Indian Oil Corp signed an MoU Monday to form a JV for solar, wind, and storage projects in Tamil Nadu. No equity split or timeline disclosed.
Rio2's Condestable copper mine shows $710M after-tax NPV at $4.99 copper. CEO Cox targets 10,000 tpd throughput after Q3 EIA approval.
Crude dropped after retesting 79.20 resistance. The Iran-US ceasefire removes supply disruption risk, pushing crude toward the pre-war zone near 68.00. Here's the technical setup.