Sharemaestro Newsreel

Rio Tinto-Backed Tomago Smelter Secures Power Deal Through 2038

Rio Tinto-backed Tomago Aluminium has reached an agreement with Australia's federal and New South Wales governments designed to secure the future of the country's largest aluminium smelter through 2038. Under the arrangements announced Thursday, Tomago will enter into a 10-year power purchase agreement covering …

SSMR SWOT Analysis: Financial Challenges and Growth Potential Re

Hudbay Minerals (HBM) jumps while weekly confirmation fails to keep pace

The copper producer’s price action strengthened sharply, but lighter volume and inactive trend readings keep the setup mixed.

Element Solutions (ESI) Buyback Completion Puts Its Valuation Story Back In Focus

Element Solutions (ESI) has completed its multi-year share repurchase program, retiring 63.7 million shares for $817.8 million since 2018. While the stock has seen recent pullbacks, year-to-date returns remain strong, prompting investors to re-evaluate its valuation. The article explores two valuation narratives: one suggesting …

Is Franco-Nevada (TSX:FNV) Above Fair Value Or Near Fair Value?

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Franco-Nevada stock has delivered a strong 86.2% total return over the past 5 years, yet the current checks suggest it no longer looks clearly cheap, …

Koppers’ Stock Rally Is Powered By Cash Flow, Not Growth

Koppers Holdings Inc. (NYSE: KOP) has seen a significant stock rally driven by strong cash generation, margin improvements from cost reductions, and strategic operational actions, rather than robust revenue growth. Despite a 46% one-year price appreciation, the industrial chemicals firm faces challenges including high …

Lightwave Logic (LWLG) Adds Stage 3 Customers, Is The Upside Already Priced In?

Lightwave Logic (LWLG) has expanded its Stage 3 customer programs to five, including a Fortune Global 500 client, and is making progress in manufacturing scale-up. The stock has seen significant gains, up 118.9% year-to-date. While a popular narrative suggests the stock is 89.2% undervalued …

Capital World Investors reports 5.7% Knife River (KNF) stake on Schedule 13G

Capital World Investors has reported a 5.7% beneficial ownership stake in Knife River Corporation (KNF), amounting to 3,244,201 shares. This disclosure was made via a Schedule 13G filing, indicating a passive investment strategy. Capital World Investors maintains sole voting and dispositive power over these …

Duo accused of stealing grounding coils worth thousands from Cleveland-Cliffs Mill

Two men, Christopher King and Nicholas Strohl, have been arrested and charged with burglary and criminal trespassing after allegedly stealing industrial grounding cables worth thousands of dollars from a Cleveland-Cliffs facility in Dauphin County, Pennsylvania. Surveillance video captured the incident, and police later found …

Ero Copper (ERO) Q2 2026 Earnings Call Transcript

Image source: The Motley Fool. DATE Thursday, Aug. 6, 2026 at 11:30 a.m. ET CALL PARTICIPANTS VP, Investor Relations - Farooq HamedPresident and Chief Executive Officer - Makko DeFilippoExecutive Vice President and Chief Financial Officer - Wayne DrierExecutive Vice President and Chief Operating Officer …

Montauk Renewables (MNTK) Q2 2026 Earnings Call Transcript

Coeur Mining (CDE) Q2 2026 Earnings Call Transcript

Image source: The Motley Fool. DATE Thursday, Aug. 6, 2026 at 11:00 a.m. ET CALL PARTICIPANTS President and Chief Executive Officer - Mitchell J. KrebsExecutive Vice President and Chief Financial Officer - Thomas S. WhelanExecutive Vice President and Chief Operating Officer - Michael RoutledgeSenior …

Royal Gold (RGLD) Q2 2026 Earnings Call Transcript

Image source: The Motley Fool. DATE Thursday, Aug. 6, 2026 at 12:00 p.m. ET CALL PARTICIPANTS Senior Vice President, Investor Relations and Business Development - Alistair BakerPresident and Chief Executive Officer - William HeissenbuttelSenior Vice President and Chief Financial Officer - Paul LibnerSenior Vice …

CF Industries (CF) Q2 2026 Earnings Call Transcript

CF Industries (NYSE:CF) reported strong Q2 2026 results with $727 million in net earnings and $1.2 billion in adjusted EBITDA, driven by high ammonia capacity utilization and a tight global nitrogen market. The company increased its dividend by 20% to $0.60 per share, continued …

Cabot Corporation Prices $350 Million 4.950% Senior Notes Due 2029

Cabot Corporation announced the pricing of a public offering of $350 million in 4.950% senior unsecured notes due 2029. The sale is expected to close on August 21, 2026, with proceeds intended to repay existing senior unsecured notes due September 2026, and for working …

Huntsman CORP Business Combination Communication

Olin Corporation has issued an urgent communication to its shareholders regarding the proposed merger with Huntsman Corporation, urging them to vote on the transaction. The special meeting is scheduled for August 25, 2026, and the Olin Board of Directors unanimously recommends voting FOR all …

Rio Tinto confirms agreement to secure future of Tomago aluminum plant

[Distribution Warehouse With Galvanized Steel Rolls] onurdongel Rio Tinto (RIO [https://seekingalpha.com/symbol/RIO]) said Wednesday it has reached an agreement [https://seekingalpha.com/pr/20617621-rio-tinto-welcomes-agreement-to-secure-long-term-future-of-tomago-aluminium] with the Australian government and the New South Wales government to secure the long-term future of Australia's largest aluminum smelter, confirming previous news reports. Under …

Companhia Siderúrgica Nacional: Adjusted EBITDA up 4.8% QoQ to R$2.77B, but net loss reached R$773M on higher financial costs

Companhia Siderúrgica Nacional (CSNA3) reported a 4.8% QoQ increase in Adjusted EBITDA to R$2.77 billion, driven by strong steel and cement performance. Despite a 6.6% sequential rise in net revenue, the company posted a net loss of R$773 million due to higher financial expenses. …

Southern Copper (SCCO) Gains Attention On Copper Demand, Is It 16% Overvalued?

Southern Copper (SCCO) is gaining investor attention due to rising copper demand from AI data centers and power grid upgrades, leading to a significant 112% one-year shareholder return. Despite this momentum, a popular narrative suggests the stock is 16.1% overvalued, with a fair value …

Royal Gold (RGLD) Receives a Rating Update from a Top Analyst

RBC Capital analyst Josh Wolfson maintained a Buy rating on Royal Gold (RGLD) with a price target of $305.00, while UBS also assigned a Buy rating with a $285.00 price target. The company recently reported strong quarterly revenue and net profit growth. However, corporate …

Aura Minerals (AUGO) Is Up 17.9% After Strong Q2 Earnings, Dividend Payout And Guidance Reaffirmation

Aura Minerals (AUGO) saw a 17.9% stock increase following strong Q2 2026 earnings, reporting US$335.97 million in sales and US$217.69 million in net income. The company also announced a US$0.72 per share dividend and reaffirmed its full-year production guidance, emphasizing confidence in its operational …

Which Precious Metals ETF Is the Better Buy: iShares' Gold Trust IAU or Silver Miners SLVP?

Key Points iShares Gold Trust provides a way to track physical gold bullion with an expense ratio that is lower than its silver-mining counterpart. iShares MSCI Global Silver and Metals Miners ETF focuses on equities in the basic materials sector, which has led to …

Vox Royalty Corp. declares CAD 0.015 dividend

* Vox Royalty Corp. (VOXR:CA [https://seekingalpha.com/symbol/VOXR:CA]) declares CAD 0.015/share quarterly dividend [https://seekingalpha.com/pr/20617541-vox-royalty-reports-q2-2026-results-and-declares-quarterly-dividend], in line with previous. * Payable Oct. 14; for shareholders of record Sept. 30; ex-div Sept. 30. * See VOXR:CA Dividend Scorecard, Yield Chart, & Dividend Growth. [https://seekingalpha.com/symbol/VOXR:CA/dividends?source=news_bullet] MORE ON VOX ROYALTY …

(SGML) Movement Within Algorithmic Entry Frameworks

Sigma Lithium Corporation (NASDAQ: SGML) shows strong sentiment across all time horizons, supporting an overweight bias. AI models have generated three distinct trading strategies: a Long Position Trading Strategy targeting a 36.7% gain, a Momentum Breakout Strategy, and a Risk Hedging Strategy. The analysis …

CX5045771 Bond Risk Profile

This page provides a risk profile for the CEMEX, S.A.B. de C.V. 5.2% 17-SEP-2030 corporate bond (CX5045771). It highlights key metrics for credit risk assessment, including security level, inflation protection, and issuer rating, to help users evaluate the bond's reliability. The page also mentions …

Why Quaker Chemical (KWR) Is Getting Attention Today

Quaker Chemical (KWR) is gaining attention due to strong Q2 2026 results, showing increased sales and a return to profit, alongside positive analyst commentary. Despite a 14.12% 30-day share price return and 21.53% year-to-date, its 5-year performance is down 25.62%, indicating a recent recovery. …

See Which Recent 13F Filers Hold APD But Hartree Partners and Segall Bryant & Hamill Exited

At Holdings Channel, we have reviewed the latest batch of the 91 most recent 13F filings for the 06/30/2026 reporting period, and noticed that Air Products & Chemicals Inc (Symbol: APD) was held by 31 of these funds. When hedge fund managers appear to …

Nova Minerals Says Three Diamond Drill Rigs Operating at Alaska Gold-Critical Minerals Project; Shares Fall 5%

Nova Minerals announced that three diamond drill rigs are currently operating at its Alaska Gold-Critical Minerals Project. Despite this operational update, the company's shares experienced a 5% decline. The article highlights Nova Minerals' ongoing exploration and development efforts at its flagship Estelle Project, which …

DuPont De Nemours (DD) Wins Major Australian Water Facility Upgrade Contract

Allied Gold (AAUC) Q2 2026 Earnings Call Transcript

Insider Selling: Koppers (NYSE:KOP) Insider Sells $375,000.00 in Stock

Koppers Holdings Inc. insider James Sullivan sold 7,500 shares of company stock for $375,000, reducing his stake by 8.3%. This sale occurred after Koppers exceeded second-quarter earnings and revenue expectations and issued positive fiscal 2026 EPS guidance. Despite the insider selling, analysts maintain a …

Vox Royalty (NASDAQ:VOXR) Releases Quarterly Earnings Results, Beats Expectations By $0.08 EPS

Vox Royalty (NASDAQ:VOXR) announced its quarterly earnings, reporting $0.12 EPS, which surpassed the consensus estimate of $0.04 by $0.08. The company demonstrated strong financial performance with an 8.16% return on equity and a 190.73% net margin. Despite a slight dip in stock price during …

Compared to Estimates, Pan American Silver (PAAS) Q2 Earnings: A Look at Key Metrics

For the quarter ended June 2026, Pan American Silver (PAAS) reported revenue of $1.12 billion, up 38.4% over the same period last year. EPS came in at $0.73, compared to $0.43 in the year-ago quarter. The reported revenue represents a surprise of -3.36% over …

Vale Base Metals to Proceed with Coarse Particle Flotation at Salobo Increasing and Accelerating Projected Copper Production

Coarse Particle Flotation (CPF) expected to add up to ~30,000 tonnes of annual copper production and 6 million tonnes of annual ore processing capacity at Salobo Project start-up accelerated to first half of 2028; Construction license received CPF capex estimate optimized; Wheaton Precious Metals …

Franco Nevada (TSX:FNV) Stock Rich Valuation Faces Margin Durability Question

The Small Cap Watch: Solis contiunes drilling, Nova Minerals operating around the clock, SportsHero deal and more...

Several small-cap companies on the S&P/ASX Small Ordinaries Index provided operational updates. Solis Minerals is advancing lithium drilling in Brazil and preparing for a copper campaign in Peru, while Nova Minerals is running three drill rigs at its Estelle Gold and Critical Minerals Project …