Recent headlines from the sources AlphaScala monitors. AlphaScala analysis is published in the main market section.
Cameco's Q2 showed uranium realised price at $93.13/lb, yet earnings fell due to Westinghouse. With a 167x PE, the stock's fate hinges on the reactor business.
BHP dividend yield of 3.36% is below its 5-year average of 6.86%. Xero price-sales ratio of 9.25x is half its 5-year median of 18.65x. Both trade at discounts to their own history.
A ₹28,000 crore debt sale tests demand after hawkish RBI minutes and a crude spike pushed yields to a two-month high. Traders see sufficient auction bids.
Akeso received Chinese regulatory clearance to start a Phase I trial of AK157D1, a B7-H3-targeting ADC in advanced solid tumors, and plans combination studies with its bispecific antibodies ivonescimab and cadonilimab.
The US DoE awarded $500M to seven critical mineral projects. Lilac Solutions got $100M to scale its DLE technology in Utah, with direct implications for Lake Resources' Kachi project in Argentina.
Crude falls despite US threat of 'toughest sanctions' on Iran. Bessent says maximum pressure avoids military conflict, removing war premium from oil prices.
BHP copper overtakes iron ore; Rio Tinto boosts productivity spend. CSL, AGL, and mining giants shift focus to critical minerals. Sector performance reflects the repositioning.
Wet table trials on tungsten and antimony material at the Nevada refinery target APT expansion and antimony flake restart by September quarter 2026.
India's sugar prices are rising as the ethanol blending push strains cane supplies. The government capped stockpiles and is considering imports for the first time in a decade. Mint's Editorial Board says the programme needs a review.
ICL Group stock fell 18% since our cautious call. Potash margin pressure hit Q2 EBITDA. The Indian contract in October is the next catalyst. Alpha Score 33 on YARIY.
Perenti sells BTP to Cratus-backed Beetle for $100M, booking a $64M non-cash loss. The $80M upfront cash will fund recent contract wins at Bellevue Gold and Fourmile.
Seven high-priority IP drill targets at Smokebush, including the strongest anomaly yet on the Monza structure. RC drilling planned after the maiden Lightning resource estimate in July.
Elon Musk sees a $250 trillion humanoid robot market by 2040. One under-owned company with supercheap AI tech could be the key to that revolution.
Brent crude hit US$93 as US pressure on Iran tightened supply. Wall Street fell to two-week lows. ASX set for soft open with unemployment rising to 4.5%.
Pilbara Minerals trades at 12.42x sales, well below its five-year average of 20.35x. Revenue has grown as the lithium market expands with EV production and renewable energy storage.
Methanex Corp. refinanced a $291 million Natgasoline joint venture bond, pushing out mandatory amortization payments and freeing cash flow for higher-cost debt repayment.
Osisko Gold cut its $450M Appian loan interest by 50bp on the first draw and 25bp on the second, after Appian confirmed technical conditions from Lowhee drilling were satisfied.
Thor Explorations CEO Segun Lawson said the Senegal Douta project is in final FID stages, with construction targeted within months. Gold production at Segilola remains on track at 75,000–85,000 oz.
The Calgary clean-tech company closed a $35M all-equity round led by Rice Investment Group to build its first used motor oil recycling plant in Alberta, targeting 2028 commercial production.
The junior miner extended two promissory notes totaling C$1.57 million after a payment default, while also announcing the death of director Ernie Marcotte.
Gold held above $4,500, pushing junior miners higher. Belo Sun Mining (TSX: BSX) surged 13% to lead the TSX gainers as the sector amplifies the metal's rally.
Kaiser Aluminum's H2 2026 outlook prompts a price target increase as aerospace and automotive demand support the revision. The next earnings report will test the bullish case.
Golar LNG ordered a fourth FLNG unit, boosting capacity 41% to 12M tonnes. The $2.45B Mark II vessel delivers in 2029. Golar targets a 50% earnings increase with the new unit.
Vanguard High Dividend Yield ETF returned 17% YTD, outpacing the S&P 500's 13%, as a 7-point P/E gap rewards mature dividend payers over the AI megacap complex.
EIPI yields 6.53% monthly via energy stocks and covered calls on 26% of holdings. Top positions: Enterprise Products, Energy Transfer, Exxon Mobil. Oil price risk and utility capex are key concerns.
Natural gas stalled at $2.85 as the 50-day EMA capped gains. A storage glut and contract roll weigh on upside. Trader Chris said consolidation persists until a break above $3.
Whitecap Resources raised its 2026 output target 3% to 384,000-386,000 BOE/day after the Veren deal boosted capital efficiency 12%. CFO Thanh Kang projected C$2.2 billion in free cash flow at US$75 oil.
WTI crude holds above the 50-day EMA while $90 resistance caps upside. A breakout in either direction is likely this month, traders say.
India allowed mills to sell early-season sugar in October and November, aiming to avoid imports as domestic prices hit a record ₹55.70/kg and global futures surged to 18-month highs.
Capital Limited reported H1 2026 results with drilling revenue accounting for 60% of the mix. The company operates 130 rigs across Africa and the Middle East as the fifth-largest drilling contractor.