Recent headlines from the sources AlphaScala monitors. AlphaScala analysis is published in the main market section.
Galiano Gold amended its equity incentive plan following ISS suggestions. Shareholders vote June 24 on revised terms that cap dilution.
Kosmos Energy completed the sale of its Equatorial Guinea interests to Panoro Energy for $127 million, exiting the country and using proceeds to cut debt.
A handwritten ledger kept by CMRL's ex-CFO shows ₹182 crore in payments ordered by the MD. The ED is probing whether the money was laundered.
A Delek US Holdings insider sold 4,909 shares after a year of strong gains. The filing did not indicate a reason, but the insider retains a significant position.
Gold's first-half surge and reversal leave it testing the $4,000–$4,200 range. Central-bank buying and sticky inflation support the bull case. The fall hinges on the Fed's next move.
JPMorgan cut its Q4 gold forecast to $2,250/oz from $2,350 as Fed rate-cut bets fade. Options market had already signaled caution.
Marcos secured $2.5B in investment pledges from Canadian firms including B2Gold, OceanaGold, and Telus. The trip elevated bilateral ties to a strategic partnership.
The 188,000 bpd increase for August is modest but signals OPEC+ is gradually unwinding cuts. Traders now watch for demand signals and the next monthly meeting.
East Pipes Integrated shareholders will vote on interim dividends and related-party deals with Welspun Corp and Welspun Pipes worth SAR 173 million on July 27.
Renk's €7 billion defense backlog is overshadowed by weak cash conversion and capital efficiency, justifying a €35 price target and Hold rating, the analyst said in a note.
Kinross Gold holds net cash, rising free cash flow, and a production pipeline through decade-end. The stock trades at a discount to NAV and peers. Alpha Score 79.
Viper Energy closed its $337M Riverbend acquisition, adding Permian mineral acres. The deal boosts Diamondback's royalty stream in a consolidating basin.
TCS reports Q1 earnings on July 9, crude oil steadies near $69, and Fed minutes arrive this week. Analysts flag demand commentary, monsoon progress, and foreign flows as key drivers.
Primary producers want stricter scrap import controls to protect ₹3 lakh crore investments, while downstream users push for cheaper raw materials. The government's decision will reshape margins.
Waja replaces outgoing independent director with Majed Al Issa, a former SABIC and SIDF executive. The appointment must be ratified at the next general meeting.
The government relaxed ONGC's chairman entry age to 59 and offered a five-year tenure, widening the candidate pool. Applications close July 21, with a search committee to pick the successor.
Silver has tumbled against gold, pushing the ratio above 90 as traders price in weaker fabrication demand. A turn hinges on China's factory data due early next month.
Indian motorists protest Modi's ethanol blending program Sunday, citing fuel efficiency and engine corrosion complaints. Automakers defend E20 fuel after social media backlash.
Gold's June low near $2,300 flags a potential July-August pivot, per the Armstrong model. A weekly close above $2,380 would confirm. Capital flight to America is structural, Lutz says.
Seven OPEC+ nations, including Saudi Arabia and Russia, are poised to boost August quotas as Middle East tensions ease, analysts say. Restarting shut-in production will take time.
India's removal of emergency gas supply rules signals LNG imports are normalizing after the Strait of Hormuz disruption. The readthrough for Cheniere and global LNG markets.
B. Riley reiterated a Buy rating on Alcoa with a $92 price target, betting the South32 acquisition will lift margins as aluminum markets tighten. The stock trades near $65.
ATB Cormark analyst Richard Gray raised Equinox Gold's price target while reiterating a Buy rating. The stock trades at a discount to peers. Shareholders vote July 22 on the Orla merger.
Gold climbed for six straight sessions above $2,400. A crowded long position and rising real yields set up a binary risk from Friday's jobs report.
B2Gold's Masbate mine generated P10 billion in taxes in 2025, lifting host town Aroroy's status. The new $14M outlay targets solar capacity and exploration.
B2Gold and OceanaGold plan to expand in the Philippines. Marcos is pushing critical mineral processing. The nickel setup depends on permits, not handshakes.
Cramer told a caller he likes Agnico Eagle (AEM) as a company. He also expects gold to fall. Analysts see 15% upside; the US jobs report Friday is the next catalyst.
Ukrainian long-range drone attacks on Russian oil terminals and refineries are creating a domestic fuel shortage and threatening export capacity, adding to political pressure on Putin as the war enters its fifth year.
Oceaneering priced $500M in senior notes at 6.875% due 2034, refinancing cheaper 2028 debt. Egypt gas field contract adds 2026 revenue. Leverage question remains.
Freeport-McMoRan raised its dividend to $0.15 per share after a strong Q1, with copper above $4.50. Peconic Partners boosted its stake by 66%. Alpha Score 50/100.