Recent headlines from the sources AlphaScala monitors. AlphaScala analysis is published in the main market section.
The ASX 200 hit a two-month high as oil pulled back on ceasefire hopes. Banks and airlines led while energy lagged. Wednesday's CPI is the next test for the rotation.
B2Gold's say-on-pay resolution passed with 71.3% support at the June 4 AGM. The omnibus plan amendment got 82.6% approval. The next production update is expected with Q2 results in July.
Altaris acquires Simulations Plus for $375M in cash, taking the drug-simulation software firm private. The deal closes in Q4 2026, pending shareholder and regulatory approval.
Bridgewater Associates added to its Agnico Eagle stake in Q1. The gold miner's record production, $200 cost advantage over peers, and $2,350 gold create a setup worth watching.
Albemarle kept its dividend flat while most lithium miners cut. The stock's 20% pullback from January highs tests the valuation. The balance sheet provides cover.
The Newport Beach company will design and install LNG fueling systems for a pharmaceutical plant and a power plant, expanding its infrastructure business into a new market.
MCX silver July contracts dropped ₹959 to ₹2,49,146 per kg. Traders reduced positions as global prices weakened. The move tests key support near $69.50.
Seadrill beat Q1 estimates and raised 2026 EBITDA guidance to $370M-$420M on better project execution. A $157M PTTEP contract for West Capella extends backlog into 2031, signalling tight Southeast Asian floater supply.
White Cliff Minerals (ASX:WCN) confirmed a new high-grade copper discovery at Rae, with assays showing 79.24m at 1.59% Cu. A second diamond rig is now targeting step-out holes from ultra-high-grade DAN26012.
Daicel's DURAST POM fine powder helps Maia's stick lubricant eliminate dripping and splattering, cutting oil use by about 80%. Targets office and industrial maintenance.
Three Iranian supertankers carrying 4.8M barrels exit the U.S. blockade ahead of Friday's Geneva deal. Shipowners are split between first-mover bets and insurer caution. Friday's signing decides which side is right.
1414 Degrees signs space launch deal with Orbit Boy. Great Bear re-lists on ASX targeting Canadian copper-gold-uranium. Bounty Oil and BPH Energy halt on PEP-11 Federal Court judgment.
Turaco Gold's Afema PFS in Côte d'Ivoire shows 200koz/yr over 10.3 years, US$410m capex, 60% IRR at US$3k/oz. Definitive study due 2027, first gold 2029.
KRR swaps a delayed helicopter survey for a drone-borne aeromagnetic program at 25m spacing over the historic Mindoolah goldfield, targeting concealed structures.
Brent crude's four-day slide to $71 lifts Indian equity outlook by cutting import costs and inflation pressure. Nifty futures up 0.2%.
Inpex and the Offshore Alliance ended a prolonged strike at the Ichthys LNG project, resuming normal operations at the Darwin facility. The deal resolves months of negotiations.
High-grade drilling at Jolly shoot confirms grade continuity as AIC targets first ore feed for Eloise plant expansion by late 2026. Permitting cleared but schedule and capital risks remain.
Legend Mining (ASX:LEG) is finalising drillhole design for gold targets at Pinnacle Well, after field reconnaissance and rock chip results confirmed prospectivity at Pyrophyllite Hill.
Assays from Danvers 1 return 79.24m at 1.59% copper, including 24.38m at 3.05%. Strike now >3.1km. A second rig targets ultra-high-grade zone.
Goldman cut its Q3 Brent forecast to $75, Morgan Stanley to $73 after the US-Iran interim deal. Traders see 800,000 bpd of floating crude hitting the physical market. OPEC+ meets June 4.
Gold miners rally after a $165 drop in bullion. Central bank purchases up 500% since 2022, analysts call a bottom. Open interest at multi-decade lows.
Surge Energy got TSX approval to buy back up to 9.7 million shares, roughly 10% of float. The first monthly report will show whether management follows through.
The WGC survey shows central banks plan to increase gold purchases over the next year, extending a trend that has supported gold. Gold ETFs like GLD benefit.
CRC priced $550M in 7.250% notes due 2035 to redeem 8.250% notes due 2029. The 100bp coupon cut and 6-year extension show the high-yield energy market remains open for mid-cap E&P credit.
Almadex staked the Fountain Ridge gold-silver prospect in Idaho, 27 km from the historic DeLamar deposit with ~1M oz gold produced. Alteration points to a fossil geothermal system, but no assays yet. Next: IP surveys and mapping.
NACG closed $200M in 7% senior unsecured notes due 2031. Proceeds repay credit facility debt. The high coupon extends maturity at a cost that will pressure margins if mining demand slows.
Natur-Tec and Bayer will test compostable seedling cups in Indian nurseries, aiming to replace single-use plastic pots while maintaining compatibility with crop chemicals.
Ridgepost Capital named Wendy Reese Director of Operations and added three hires to its Global Client Solutions team, the firm said Tuesday.
The DOJ says shutting xAI's unpermitted turbines would cut power to Grok, which the Pentagon uses for Iran strikes. The NAACP says emissions harm Black communities.
Devon Energy CEO Clay Gaspar will speak at the J.P. Morgan energy conference June 23. The fireside chat comes amid integration of the Marcellus and Coterra deals.