Recent headlines from the sources AlphaScala monitors. AlphaScala analysis is published in the main market section.
Duketon Mining's maiden drilling at the Barlee gold project in WA returned 24m at 0.79 g/t gold, validating geochemical targets. Managing director Stuart Fogarty said results exceeded expectations.
Exxaro Resources held its analyst/investor day on June 22, with management discussing coal demand, diversification, and capital allocation. The event provided a key update for shareholders without major surprises.
Edwin Shadeo takes over Teck's investor relations. The miner is pushing copper expansion projects. The shift comes during tight supply for key base metals in the commodity cycle.
Leeuwin Metals found historical intercepts of 66m at 1.12 g/t gold and 24m at 1.79 g/t at Red Boomerang and Deception Hill, both outside the 342,300-ounce Marda resource. Drilling is set for H2 2026.
Giga Metals starts geophysics at Turnagain's Attic Zone, targeting copper, platinum and palladium adjacent to its nickel-cobalt resource. Results due fall 2026.
Questerre's Preferred Shares, tracking its Quebec Utica gas discovery, list on Euronext Growth Oslo with two payout paths: development or compensation.
An explosion at Qatar's Ras Laffan LNG plant killed 13 workers and injured dozens. The energy minister said exports will not be affected as the plant was restarting after a war-related shutdown.
The Trump administration issued a temporary license allowing Iran to sell energy exports through August 21. Brent crude traded at $77 as the waiver reverses the sanctions pressure campaign, Obsidian Risk Advisors said.
Phillips 66 scored 52 on AlphaScala's Alpha Score, the highest among S&P 500 energy stocks. Valero scored 40, Williams 51. Earnings season will test the rankings.
SanDisk's $4.55B in operating cash flow and zero-debt balance sheet earned it the top slot in GFLW. CEO David Goeckeler cited free cash flow and buybacks as catalysts for shareholder returns.
Brent fell 2-3% after the U.S. waived Iran oil sanctions for 60 days. The waiver covers crude, products, and shipping, and allows dollar payments. Indian refiners gain credit and freight advantages, ICRA said.
CRH's $8.5B cash acquisition of Arcosa boosts its U.S. infrastructure exposure but adds integration risk. The deal closes Q1 2027.
HDFC Bank (Alpha Score 43) and Infosys (57) lead Tuesday's risk watch as FII selling pressures the Nifty. Key support at 22,800; resistance at 23,100. Commodity prices add a secondary layer.
Najran Cement signed a state-backed efficiency deal to offset fuel costs. The cost-rise forecast fell to 8% from 11%. Q2 2026 is the next test.
Alamos Gold's Strong Buy upgrade signals a re-rating catalyst for mid-tier miners with clean balance sheets and organic growth. AGI trades at 0.8x NAV vs peers at 1.1x.
Oil-Dri Corp (ODC) Q3 revenue rose 9% to $126.33M, net income up 25%. Board raises dividend 10% and authorizes 500K share buyback. CEO flags input costs and geopolitical uncertainty.
Oil-Dri posted record Q3 revenue of $126.33M on cat-litter demand. CEO Jaffee cited shelf-space gains and higher prices. Dividend and buyback extended.
The Sensex rose 291 points to 77,094 as Brent crude slid 1.66% to $79.23 after the US and Iran agreed on a 60-day roadmap. FII buying and gains in Reliance, Infosys, and HDFC Bank supported the move.
FTI surged 85% in a year on offshore spending. A one-month drop of 8% has traders watching for cycle peak signals. Here's what to track.
Nyrstar’s future hinges on a 30 June shareholder vote. Trafigura’s Urion will abstain from voting on continuation, raising liquidation risk for the zinc smelter.
CRH appointed former CF Industries CEO Tony Will to its board. With an Alpha Score of 50, the stock offers a mixed signal as the building materials giant looks to control energy costs and capture residential demand.
CRH offers $150 per share for Arcosa, a 10.4% premium. The deal adds to a surge in US building-products M&A as firms seek scale and tariff-proof supply chains.
Americas Gold and Silver's high-grade drill results at Cosalá could extend mine life as silver trades near $30 and antimony supply tightens.
Brent crude falls 1.7% after US-Iran deal roadmap; Sensex gains 291 points. Oil & gas, banking, pharma outperform as foreign buying resumes. Lower crude improves India's import math.
Third Avenue Value Fund returned 7.28% in Q1 on energy holdings. Tidewater, a top position, rides rising offshore dayrates. Valuation is elevated; multi-year demand tailwinds support the thesis.
Eastern Platinum's CFO resigns ahead of midyear filings. The gap at a small-cap miner raises execution risk as the company restarts production at its Crocodile River mine.
Mirasol ties high-grade gold-copper surface samples at Sobek to a deep resistivity anomaly, sharpening the drill target at the VN-Zone before the next campaign in Chile's Vicuña District.
Court approval clears the final regulatory step for G2 Goldfields' CAD 1.5 billion merger with G Mining and the spin-out of G3. Closing expected in July.
Methanol supply tightens as Middle East conflict disrupts shipping, and Methanex's flexible plants position it to benefit from higher margins.
JP Morgan says composite margins on petrol and diesel at Indian state-run OMCs are back above pre-conflict levels. Debt and tax risks cap the upside.