Recent headlines from the sources AlphaScala monitors. AlphaScala analysis is published in the main market section.
Hudbay Minerals, Alpha Score 73, presented copper growth strategy at RBC conference. Permitting Arizona's Copper World is the key catalyst.
Battalion Oil Corp. (NYSEAMERICAN: BATL) shares are trending on Thursday. BATL shares climbed 16.44% to $2.40 in after-hours trading on Wednesday. The surge in...
Oil jumped to $93.10 after Trump warned Iran. SMCI fell 28% on $7B share sale. Inflation data was in line, yields held. The Strait of Hormuz shutdown keeps crude risk elevated. Next CPI report is the key data point for Fed rate bets.
Brent crude jumps 2% after second day of US attacks; Iran says it halted all vessels through Hormuz. US military refutes closure claim. Rystad warns of sustained escalation until ceasefire evidence appears.
India's excise duty waiver on petrol blended with 22-30% ethanol incentivizes higher blending, cuts petrol costs, and supports the country's push to reduce crude import reliance.
Brent crude hit $94.93 after Iran closed the Strait of Hormuz. Asia tech stocks deepened their selloff as a hot US CPI print and rising oil costs hit growth stock valuations on two fronts.
MIN shares up 14% since January; BHP sits 7.3% below its 52-week high. Chinese stimulus and commodity supply shifts are the next catalysts.
Shareholders voted 33.7% turnout at June 10 meeting to re-elect six directors, backing Wallbridge's Abitibi gold strategy. Fenelon PEA update next catalyst.
POSCO will build and operate a DLE demo plant at Anson's Green River project in Utah, with validation by 2028. Anson gets $7.2M facilitation fee.
Indiana Resources (ASX:IDA) will drill test a seven-kilometre shallow gold anomaly at Ealbara after heritage clearances. RC drilling is also starting at Company Well and Minos gold prospects.
New Axel REE CEO Dr Patience Mpofu brings Glencore offtake experience to Caladao rare earths project as it moves from exploration toward commercial development.
The IRGC says the Strait of Hormuz is closed to all vessels after U.S. strikes on Bandar Abbas and Qeshm Island. 20 million barrels of daily oil flow is at stake. Here is the trade-management framework, not the headline.
Alligator's follow-up drilling at Big Lake tests scale and continuity of the 2024 discovery. Success could open a new uranium district in South Australia.
Peako (PKO) proposes acquiring six gold projects in Saudi Arabia's Central Arabian Gold Region. Shares opened at 0.5cps after a 17% drop as the market prices the bet.
Gold broke below its 200-day moving average after US strikes on Iran extended a war that has pushed inflation to 4.2%. The metal is down more than 20% since late February.
Osaka Soda Q4 operating income fell 12% to ¥4.1B on weaker chemicals and electronics demand. Company cut dividend for first time in four years.
Evonik Industries held its annual innovation press conference from its new Essen headquarters, presenting three new innovation cases that the company says are tested and proven.
A shareholder group of Emerita Resources is suing Lithium Ionic over alleged misappropriation of the Bandeira lithium project. Lithium Ionic rejects the claim and will defend ownership. Court must grant leave to proceed.
West Red Lake Gold Mines shareholders re-elected five directors and re-appointed auditors at the annual meeting, while director Hugh Agro did not seek re-election as the company's Madsen Mine ramps up.
GMG shares have risen 2.8% since the start of 2025. PLS shares sit 15.4% from their peak. The valuation case for each stock reflects different cycles.
CMT's slide deck at the IDEAS conference showed a push into defense and infrastructure, with margin targets tied to new press lines. Shares trade tight. The second-half ramp decides the story.
NOVAGOLD reports Q2 results June 24. The Donlin Gold feasibility study update will determine whether development economics work at current gold prices. NG stock at $6.80.
US crude inventories fell for the seventh consecutive week, beating expectations for a 2.9 million barrel decline. The drawdown extends the longest streak this year and pushes stockpiles below the five-year average.
Franco-Nevada reported record Q1 revenue of $650.7 million, up 77%, driven by high gold prices and new assets. With $3.4 billion in capital and billionaire backing, the question is whether the stock has already priced in the outperformance.
A Seeking Alpha contributor keeps a Hold rating on Lufthansa (DLAKY) at €5.5, citing weak ROIC and cost-cut execution risk, with margin uncertainty. The analyst also disclosed long positions in Airbus (EADSY).
CEO Kelly Beatty says royalty acquisitions beat drilling in a low-gas world. The model avoids capex risk but faces competition for deals. Dividend coverage depends on finding double-digit IRR targets.
MedGulf proposes using SAR 224.97 million from its share premium account to offset SAR 77.82 million in accumulated losses. Shareholders also vote on related-party contracts with SAIB, Zain, and Qassim Cement.
Trump said the U.S. moved millions of barrels through Hormuz without Iran's knowledge, crediting the flow for crude below $100. The claim reshapes tanker risk and oil supply calculus.
CNQ's Western Canadian production avoids Strait of Hormuz risk. The stock's Alpha Score of 66 reflects solid fundamentals. Next catalyst: Q3 earnings in November.
SBM Offshore repurchased shares last week as part of its EUR227 million buyback. The consistent float reduction gradually boosts EPS. Investors should track the weekly pace against the program ceiling.