Recent headlines from the sources AlphaScala monitors. AlphaScala analysis is published in the main market section.
WTI bounces off 200-day EMA as buyers defend $85 support; Middle East tensions and Strait of Hormuz closure keep supply risks elevated.
Natural gas futures slipped near $2.50 as traders cite oversupply and weak demand. The market rolls into the September contract, adding to bearish sentiment.
REXC owns miners and processors upstream of the magnet supply chain, weighted toward Western names that actually produce something. What moves the fund is rare earth pricing, government subsidy flow, and eventually enough non-Chinese capacity to matter.
PPG's Moderate Alpha Score 63 reflects a balanced risk-reward. A deeper industrial recession threatens 2026 earnings, while a PMI recovery could unlock upside. Guidance is $8.00-$8.50 EPS for 2025.
Lenzing CEO Kasperkovitz outlined a strategic reset focusing on nonwovens growth, textile market recovery, and pulp capitalization. The manmade cellulosic fiber market faces a structural shift.
Hindustan Unilever fell 7% after profit dropped 3.2%; crude oil declined 2.8% to $85.87. Sensex, Nifty flat as markets await Fed, BoE, BoJ decisions this week.
Brent crude fell 3% to $85.6 after the US paused strikes on Iran and Tehran signaled restraint. Gold edged lower, Asian chip stocks plunged on China competition fears. Fed decision and GDP data this week.
A.I.S. Resources secured drilling permits for its Saint John IOCG project in New Brunswick and mobilized a contractor for a 2,000-metre Phase 1 program targeting magnetic anomalies.
Rio Tinto's former unit Turquoise Hill Resources settles a Canadian securities class action for C$22.7M. Investors have until October 20 to opt out or participate.
Adjusted EBITDA hit a record $305M in Q2, margin widened to 22.7%. The August 5 shareholder vote on the AkzoNobel merger will test whether that momentum translates into deal approval.
Man Group PLC filed a Form 8.3 revealing a net long position of 2.1 million shares in AMG Critical Materials, equal to 1.8% of the company. The disclosure comes as the Saudi Arabian Mining Co. considers selling its 20% stake.
Tredegar's Q1 2026 net new orders fell 20% YoY while inventory jumped 29% from the prior quarter. A Seeking Alpha contributor says the stock is fairly valued, but the operating metrics have not improved.
BKI Investment Company reported a 3.3% rise in net operating result to $62.8 million for FY26, with the materials sector powering a 12% portfolio return that beat the ASX 300 by 4.4 points.
Mining stocks lead ASX lower as copper and gold retreat and traders await the Fed rate decision. BHP down 2.5%, Rio down 2.8%. Viva Energy jumps 5% on strong earnings forecast.
DNO resumed production at Tawke and Peshkabir after a prolonged halt, closed the Vega Unit acquisition, and swapped Norwegian assets with Vår Energi. Full Q2 results due 13 August.
Wisr delivered record quarterly loan originations and guided to at least $5M FY27 cash NPAT. Blue Star Helium delivered its second helium trailer. DroneShield won $23.2M in contracts.
Thomson Reuters carries an Alpha Score of 28, placing it in the Weak zone. The data signals a cautious setup for TRI relative to sector peers. The stock page tracks the score.
Iltani Resources hits 9m at 66 g/t silver and 12 g/t indium at Orient East, with a diamond rig due this week for beneficiation test work. Drilling continues.
Yandal Resources' diamond drilling at Flushing Meadows shows mineralisation extends well beyond the current resource, with new parallel zones open at depth and along strike.
Lunnon Metals' Hustler gold resource increased 20% to 36,200 oz, with a $13M drill campaign underway. The deposit sits next to the Lady Herial pit, where mining has two months left.
New intercepts up to 5.0m at 0.20% eU3O8 extend Blackbush 600m south. Infill drilling at Plumbush targets resource upgrade for Samphire feasibility study. MRE due 1H2027.
Austral Resources (ASX: AR1) exits the Anthill project agreement for $51.98 million, freeing up its Mt Kelly processing plant and own copper output. The settlement clears Glencore and Secover claims, funding from cash and placement capacity.
Alligator Energy intersected high-grade uranium south of Blackbush, extending the trend 600m. Infill drilling at Plumbush targets resource upgrade for feasibility study.
Elevra Lithium delivered a record production month but revenue fell 61% as final legacy offtake deliveries locked in low prices. That contract is now done, and the company has full funding for its NAL expansion.
Waste Connections priced C$700M in senior notes across 2033 and 2036 tranches, with net proceeds of C$691.9M to repay revolver borrowings.
Century Aluminum's $50M Mt. Holly expansion adds 10% to US primary aluminum output, backed by Section 232 tariffs with no exemptions. The plant's workforce tops 600.
Enova Mining has started a 198-hole drilling program at the Bald Hill rare earth prospect in Brazil, targeting ionic adsorption clay mineralisation. The work supports resource delineation at Naked Hill.
Ongwe Minerals filed a technical report for the Omatjete Gold Project in Namibia, with a maiden diamond drill program at the Nguni target scheduled for August 2026.
Rio Tinto's dividend yield has fallen to 3.97%, well below its five-year average of 6.80%. The drop signals a shrinking payout and raises questions about future income for shareholders.
Australian shares head for a 0.3% drop at open, with Brent crude crashing 10% and US tech weakness spilling over. Whitehaven, Iluka report; Evolution buys Carnaby.