Recent headlines from the sources AlphaScala monitors. AlphaScala analysis is published in the main market section.
Vivakor's 1-for-20 reverse stock split goes effective July 17. The move cuts the share count to ~667,000, aiming to lift the stock price above Nasdaq's $1 minimum. The risk of further delisting pressure remains.
Altius Minerals (TSX:ALS) prices 3M shares at C$60.50 each in a bought deal to strengthen its balance sheet after several 2026 acquisitions.
The engineered-materials company will release fiscal second-quarter results before the open on Aug. 4, with a conference call at 10 a.m. ET.
Corpus Christi CEO Kent Britton says US crude exports will stay above prewar levels, with 400,000 bpd additional capacity at the port. Pipeline talks to Cushing revive.
PPL's weak earnings growth puts pressure on the data center demand story. The next rate case settlement will decide whether regulators allow cost recovery.
Hudbay Minerals stock has shed nearly a third of its value, but a Seeking Alpha analysis points to 70% copper output growth and sector-wide, not company-specific, selling. Alpha Score 65.
ARC Resources targets free cash flow at $75 WTI after Q2 output hit 365,000 boe/d from its Montney position. Operating costs are set to fall 8-10% this year as the company works through a $1.6B capital budget.
Anglo American's copper pivot leaves it exposed to a widening supply deficit. LME inventories hit 95,000 tonnes, the lowest since 2008. The $2.3B Los Bronces expansion faces permitting risk.
Capital Link's 132-page Q2 2026 shipping report features executive interviews across container, dry bulk, LNG, LPG, and tanker sectors, plus regulatory and trade analysis.
Gold's drop from ~$4,700 to ~$4,200/oz since Q1 sets up Q2 margin contraction for PAAS. BofA sees tough conditions through autumn.
Trump withdrew his 20% Hormuz transit fee after 24 hours, replacing it with Gulf trade deals. The reversal, known as TACO, points to the vulnerability of global energy chokepoints.
Aramco led five negotiated deals on Tadawul Tuesday with a SAR 13.4M block. Bahri, Taiba Investments, and SASCO also saw block trades.
ConocoPhillips was Oakmark Fund's top Q2 detractor as crude prices eased after Middle East disruptions. The fund sees long-term growth from the company's deep asset base and shareholder returns focus.
Rick Rule's symposium in Boca Raton: gold pullback shakes out tourists, China buys off-book, central banks diversify. Copper and rare earths are critical, not merely green. Energy costs set the floor for all hard assets. Uranium grows in importance.
Southwest's 60% unhedged fuel exposure and Boeing's delivery delays create cost pressure ahead of Q2. Alpha Score 52 reflects pressures from fuel and fleet constraints.
EQT reports Q2 earnings July 24 with gas prices below $2.50 squeezing margins. Hedges on 70% of output at $3.00 provide a thin buffer. Alpha Score 45.
Front-month natural gas eased Tuesday as mild weather limited air conditioning use, with traders eyeing support near $2.50. The next catalyst: summer heat forecasts.
Cygnus Metals issued 228,712 shares upon exercise of unlisted options. The company is awaiting assay results from its Chibougamau copper-gold project drill program.
Longleaf Small-Cap Fund's P/V ratio sits in the mid-50% range with 12% cash. Managers see wider value gaps as market winners overshoot fair value.
Western Uranium advances the Mustang mill license for the first new conventional uranium mill in the US in 40 years, targeting the supply bottleneck in domestic nuclear fuel.
Rio2 files NI 43-101 technical report on its Kalzas tungsten project in Yukon, consolidating historical data into a single geological model. A two-phase exploration program is planned, contingent on Selkirk First Nation agreements and permit acceptance.
Aventis Energy's winter 2026 drill program at the Corvo uranium project returned anomalous uranium in all ten holes, with 25 km of structural corridors still to test.
Compass Minerals shares closed at $29.84 after a two-year salt-driven rally. The stock is now fairly valued, limiting upside potential for new buyers.
Hecla Mining (HL) upgraded to Buy from Hold by Seeking Alpha analyst after silver selloff. Analyst plans to initiate a long position in the stock.
Zacatecas Silver Corp. priced a $2.5M unit offering at $0.07 to fund a maiden drill program at the high-grade Oso Negro epithermal system in Sonora, Mexico.
K92 Mining will report Q2 2026 results before markets open on Aug. 10, followed by a conference call at 8:30 am EDT. The Kainantu gold mine operator is in the midst of staged expansions.
Oil jumped 2% to a four-week high after the US imposed a naval blockade on Iran, raising supply disruption risks in the Strait of Hormuz. Crude cleared $83.
ACG Metals beat its oxide production target in six months after a 64% gold price jump. Rockfire reported zinc grades as high as 37.7% at its Molaoi project.
Rupee breaches 96, Brent crude tops $84. Sensex falls 450 points, Nifty tests 24,000. HCL Tech drops 3.6%, HDFC Life 3.2%. Crude, CPI, Warsh testimony ahead.
Asda's Rewards app extends to fuel: spend £40 in-store, get 5p off per litre until July 31. Aimed at undercutting Tesco's Clubcard fuel perks.