Recent headlines from the sources AlphaScala monitors. AlphaScala analysis is published in the main market section.
Comms Group sells onPlatinum for $30M, Neuren Pharma's Rett drug gets EU recommendation, and SRJ Tech signs robotics MoU with Nexxis. Three stocks, three catalysts.
Aircore drilling at Platina Resources' Mt McKenna project identified a new gold corridor over 1 km strike. CEO says follow-up RC drilling planned later this year to test deeper extensions.
Iran struck U.S. sites in Kuwait and Bahrain over the weekend. The rupee and bonds face oil risk, Fed cues, and a key payrolls print. Traders see the 10-year yield in a 6.72%-6.84% range.
DGR Global paid A$2.5 million for 166.7 million shares at a 33% premium. The investment targets copper-gold discoveries in Ecuador's mineral belt, where Lundin Gold's Fruta del Norte produced 510,000 ounces last year.
New 3.96m at 4.64% Cu (incl. 14.19%) supports Orion's Flat Mine East model, but the result isn't yet in the resource. Follow-up drilling is the next test.
Miramar Resources doubles Gidji gold exploration target to 325,125 oz upper range. Maiden resource estimate underway near Kalgoorlie. CEO sees monetisation options at current gold prices.
Gold slipped toward $4,000 after US-Iran attacks strained a ceasefire. Dip buyers are defending the level, one analyst said, as the metal has erased year-to-date gains.
Greenland denied Energy Transition Minerals' Kvanefjeld rare earth licence extension after a rushed consultation; the company plans an administrative challenge.
Oil held above $69 after renewed U.S.-Iran strikes paused diplomatic talks. WTI recovered from Friday's dip below $70 as supply risk from the Strait of Hormuz returned.
Crude WTI near $70.31 after U.S.-Iran strikes reversed Friday's risk premium removal. The 50-day MA at $70.05 is the first test for short-covering or renewed selling. Brent at $73.56.
Chevron's 4.1% dividend yield and discounted multiple anchor the income case. A crude drop below $60 would test payout. OPEC+'s June meeting is the next catalyst.
Every crisis, from floods to pandemics, shows the same thing: state-run oil companies are the backbone of India's fuel supply. Privatisation debates miss the point.
Crude slides as US and China demand soften, OPEC+ adds supply, and the Iran risk premium evaporates. DHT holds up; CVX and EQNR face pressure. July OPEC+ meeting is the next catalyst.
BofA strategists warn clients to expect a Q3 equity pullback and a stronger dollar, with oil range-bound and a rebound set for year-end.
Iran claims exclusive control of Strait of Hormuz traffic under a Trump peace deal, raising risks for oil prices and shipping. Brent crude settled at $81.47.
SLB's digital marketplace aims to intermediate AI tools for energy companies, a play that could shift the oilfield services sector toward platform models if adoption scales.
BSP sees 2026 BOP deficit at $10.7B, up from $7.8B, on oil costs and trade pressures. Current account, reserves forecasts also cut.
Section 64 clubbing rules mean your spouse's FD interest, stock gains, or gold returns from gifted money land on your tax return. Here is how the law works and the few legal ways around it.
Borr Drilling director Tor Troim bought $5M in shares after a Q1 revenue miss. The insider buy tests the offshore thesis as jack-up day rates hold above $100,000.
Aya Gold & Silver trades below $20.36 NAV per share. Silver pullback and market sell-off create a potential entry into a growing silver miner.
Shareholders rejected the 2025 auditor report. They approved interim dividends for 2026. The board appointed RSM as auditor. The next catalyst is the Q2 report due mid-August.
WPC's 11% AFFO growth and 76% payout ratio support the 5.2% yield, but interest rate sensitivity and a valuation near five-year lows set up a binary risk-reward.
The US-Iran exchange of strikes narrows Strait of Hormuz traffic to a trickle while US diesel buffers hit 13 days. The risk event just got real.
Infosys (Alpha Score 57), Wipro (46), and HDFC Bank (46) lead Monday's watchlist as earnings season tests whether IT and banking stocks have room to run or more downside ahead.
All-India cement prices fell ₹3-5/bag to ₹356 as monsoon weakens demand. Diesel hike adds to ₹350-400/tonne cost pressure that will compress margins through Q2, analysts say. A recovery is likely after the monsoon.
BHP shares are up 28.91% year to date. The Alpha Score of 66 (Moderate) signals balanced risk-reward amid China demand exposure. Track changes on the BHP stock page.
Albemarle shares fell 23.7% after the State of the Union, testing analyst price targets. Earnings in August will show whether realized lithium prices held up.
Moody's upgraded EQT's outlook to Positive on May 30, citing $8 billion in debt reduction. The data-center gas thesis is intact. The stock has not moved on it yet.
Compare forward P/E for Aristocrat (ALL) and EV/EBITDA for Santos (STO) against historical averages. The Barossa project and margin trends provide catalysts. Half-year results in May.
Franklin Mutual Quest Fund trailed the Russell 1000 Value Index in Q1 as energy stocks fell on OPEC+ uncertainty and AI-linked names rotated lower. Managers said the pain was concentrated in two sectors.