Recent headlines from the sources AlphaScala monitors. AlphaScala analysis is published in the main market section.
PTC Industries wins a nine-month development order from Gun Factory Kanpur for two artillery components, building on its M777 howitzer work. Financial terms were not disclosed.
The July 2026 edition of the lithium junior miners roundup categorizes non-commercial producers. The author disclosed long positions in Albemarle (ALB) and Contemporary Amperex (CYATY) among others.
The ASX 200 dropped to its lowest close in a month as oil's 5%+ surge on US-Iran escalation hit financials and tech. Energy stocks rose 2.8% but couldn't offset the broader selloff. The index closed at 7,325.60.
The Appalachian gas producer closed another small deal and cleared a key pipeline approval. The analyst called the quarter transitional. EQT trimmed capex by $50 million as gas prices stay weak.
A broad sell-off erased over Rs 3 lakh crore in market cap as US tariff threats and FII outflows hit financials and tech. HDFC Bank, Infosys, Wipro fell sharply.
Analyst Dale Gillham warns Australian reporting season could be misleading. He flags Financials as a wildcard and South32 (S32) as a key stock.
Cadillac Mines prices IPO at $385M, upsized from $363M. Agnico Eagle takes $60M private placement stake. Shares trade July 24 under CADY on the TSX.
Resouro Strategic Metals lodged a Mining Concession Application for its Novo Mundo gold project in Brazil, covering 930 hectares. A grant would convert the trial mine into a fully licensed commercial operation in the Alta Floresta Gold Province.
Zeotech's Toondoon drilling and approvals de-risk development; AusPozz trial reaches 42MPa concrete strength; methane field test cuts emissions 92%.
Prominence Energy (PRM) surged more than 50% after outlining a pathway to mid-CY27 helium drilling in South Australia, with resource reviews due by September.
Newmont's Q2 profit rose 11% on higher gold output and lower costs, but the miner slashed 2026 capex for the second time, signaling a focus on cash flow.
Brent crude rose above $100 for the first time in two months after Houthi tanker attacks and Trump's threat of major military punishment on Iran. Analysts see $120 if Red Sea traffic is minimal.
Record $2.2B FCF supports 2026 guidance as Lihir nearshore barrier removal opens 5M+ ounces starting 2028; Cadia disruption and Red Chris permitting remain risks.
Newmont reported Q2 2026 results; CEO Viljoen highlighted leadership appointments. Alpha Score 65, Moderate. Earnings release includes cost and production details.
CLF surged 16% after the steelmaker beat Q3 estimates and issued an outlook that traders said signals a tighter supply market than rivals expect, lifting shares to highs not seen since April.
Touchstone Exploration swung to a profit in Q2 as Cascadura gas output jumped 17% year-over-year, with operating netbacks improving to $28.50 per boe. Management sees further gains from a new well.
CEMEX reported Q2 net sales of $4.2B, up 5%, and EBITDA of $820M, up 8%. The cement maker raised its 2026 EBITDA guidance to $3.35B-$3.45B, citing strong demand in the U.S. and Mexico.
PJ's Coffee will open a Baton Rouge shop at a former CVS, adding a drive-thru and beignets. The expansion is part of the chain's growth in Louisiana.
Indian refiners are scouting Venezuela and Angola for crude as Red Sea attacks disrupt shipping and lengthen voyage times, raising freight costs and tightening tanker supply.
CoTec Holdings will host a July 30 investor update covering HyProMag USA's magnet recycling progress, Lac Jeannine iron project feasibility, and broader critical minerals strategy.
Archrock increased its quarterly dividend to $0.23 a share, the fifth raise in two years. The natural gas compression firm cited durable demand and strong cash flow.
PG&E expects annual EPS growth above 9% through 2030, backed by $2.5B in O&M savings and no new equity. Wildfire liability risk from SB 254 legal challenges remains the key overhang.
EMA's premium valuation assumes a benign Florida weather outcome. A major hurricane or regulatory pushback on cost recovery could trigger a sell-off.
George Salamis exits Newcore Gold's board after 12 years as shareholders re-elect six directors and re-approve the incentive plan at the annual meeting.
WTI crude oil's 39% rally from the July low tests resistance near $94. A breakout could target $100, while a pullback risks support at $84.60.
Kaiser Aluminum lifted its EBITDA outlook after record Q2 conversion revenue, guiding for 45%-55% growth in 2026 on aerospace and industrial demand.
Oceaneering posted Q2 adjusted EBITDA of $115M, above its $110M high end, on subsea robotics and offshore project strength. Revenue hit $680M. The company kept full-year EBITDA guidance at $435M-$465M, citing steady deepwater demand and a $1.2B backlog.
NCS Multistage Holdings will report Q2 2026 results on July 30 without a conference call. The deal, announced in June, is expected to close in H2 2026.
Dynagas LNG Partners (DLNG) declared a $0.5625 per unit cash distribution on its Series A Preferred Units, payable Aug. 12 to holders of record Aug. 5.
Dorchester Minerals paid $1.27/unit for Q2, with royalty receipts of $50.4M. A Midland County lease settlement boosted NPI income. The payout goes Aug. 13.