Sharemaestro Newsreel

Is CF Industries’ (CF) Earnings Boom Built To Last Without Iran?

CF Industries (NYSE:CF) just posted a first half of 2026 that most fertilizer companies would frame around one thing: the conflict with Iran. Instead, management spent the earnings call on August 6 arguing that something bigger is happening underneath the headlines. Adjusted EBITDA hit …

Metallus (MTUS) Q1 2025 Earnings Report - Results, Call & Slides

Direct Lithium Extraction Sustainability Award Could Be A Game Changer For DuPont de Nemours (DD)

Braskem: Q2 Earnings Snapshot

Renaissance Technologies LLC Has $1.16 Million Stake in West Fraser Timber Co. Ltd. $WFG

Renaissance Technologies LLC significantly reduced its stake in West Fraser Timber Co. Ltd. by 57.5% in the first quarter, now holding 17,800 shares valued at $1.16 million. This reduction comes as West Fraser Timber reported a quarterly loss of $0.78 per share, missing analyst …

D.A. Davidson & CO. Cuts Stock Position in MP Materials Corp. $MP

Reliance Steel closes 0.2% below its yearly high as valuation stretch becomes the cleaner risk

RS gained 4.4% for the week and is up 17.6% over 12 weeks, but the move came on average volume while the stock trades 43.2% above Sharemaestro Fair Value.

Westlake (WLK) Stock Looks About Right On A 35% Slide

Westlake (WLK) stock has seen a 35% decline over the past three years, but its current valuation, based on P/S ratio and market multiples, suggests it is now trading in a fair range. The company's future cash generation potential supports the current share price, …

Empowered Funds LLC Cuts Stock Holdings in Eldorado Gold Corporation $EGO

The Bull Case For Knife River (KNF) Could Change Following Raised 2026 Revenue Outlook Amid Lower Q2 Profit

POSCO HOLDINGS INC. Stock 12‑Month Price Target Cut to $77.63, Implies 37% Upside

Analysts have revised their 12-month average price target for POSCO HOLDINGS INC. stock down to $77.63 from $79.65, with a range of $52.61 to $95.65. This new target suggests a potential upside of approximately 37% based on the August 13 closing price. The consensus …

Bank of America Corp DE Purchases 454,985 Shares of Calumet, Inc. $CLMT

Bank of America Corp DE significantly increased its stake in Calumet, Inc. (NASDAQ:CLMT) by 65.1% in the first quarter, adding 454,985 shares to reach a total holding of 1.15 million shares valued at $41.4 million. Despite a 40.8% year-over-year revenue increase to $1.45 billion, …

Ecovyst (ECVT) Is Down 8.4% After Stronger Q2 Results And Higher EBITDA Guidance - What's Changed

Ecovyst Inc. (ECVT) reported strong Q2 2026 results with increased sales and net income, along with higher full-year adjusted EBITDA guidance. Despite these positive financial indicators and the recent accretive acquisition of Calabrian, the stock declined by 8.4%. The company's investment narrative highlights improved …

Suncrete Q2 Earnings: Loss of $0.02 per share expected on $101.53M revenue

Suncrete Inc (NASDAQ: RMIX) is projected to report a Q2 loss of $0.02 per share on revenues of $101.53 million, with the report expected before the market opens on August 14. The company previously guided for full-year FY2026 sales between $420 million and $480 …

MP Materials vs. The Metals Company: Which Critical-Minerals Stock Is the Smarter Long-Term Buy?

Key Points The Metals Company offers higher upside but also higher risk. Commercial execution gives MP Materials the long-term advantage. Both target critical minerals, but only one is proven.10 stocks we like better than MP Materials › Demand for critical minerals is growing as …

Loma Negra (LOMA) Q2 2026 Earnings Call Transcript

Image source: The Motley Fool. DATE Friday, Aug. 7, 2026 at 12:00 p.m. ET CALL PARTICIPANTS Head of IR - Diego JalónChief Executive Officer and Vice Chairman of the Board of Directors - Sergio Damian FaifmanChief Financial Officer - Marcos Isabelino Gradin TAKEAWAYS Consolidated …

Wheaton Precious Metals (WPM) Q2 2026 Earnings Call Transcript

Wheaton Precious Metals (WPM) reported record financial and operational results for Q2 2026, driven by higher commodity prices and increased sales volumes, including a $4.3 billion silver stream acquisition at Antamina. The company achieved $929 million in revenue and $543 million in net earnings, …

CF Industries (CF) Stock May Be Cheap After Blue Point One Push

CF Industries Holdings (CF) stock appears undervalued despite a 200% share price gain over five years. Analysis using a Discounted Cash Flow (DCF) model suggests the stock is 32.1% undervalued with an intrinsic value of $172 per share, and its P/E ratio of 8.4x …

Martin Marietta Materials raises dividend to $0.84 per share

* Martin Marietta Materials (MLM [https://seekingalpha.com/symbol/MLM]) declares $0.84/share quarterly dividend [https://seekingalpha.com/pr/20619149-martin-marietta-increases-quarterly-cash-dividend], 1.2% increase from prior dividend of $0.83. * Forward yield [https://seekingalpha.com/symbol/MLM/dividends/yield?source=news_bullet] 0.62% * Payable Sept. 30; for shareholders of record Sept. 1; ex-div Sept. 1. * See MLM Dividend Scorecard, Yield Chart, & …

TMC the metals Q2 Earnings Call Highlights

Diversified Marine Completes M/V Edwin Rider for Vulcan Materials

Diversified Marine has completed the M/V Edwin Rider, an inland towboat for Vulcan Materials, built at their Bourg, Louisiana shipyard. This 72-foot vessel, equipped with two Mitsubishi S6R2-Y3 Tier 3 engines delivering a combined 1,600 horsepower, is the second towboat built for Vulcan Materials. …

Martin Marietta Materials (MLM) Stock May Trade Below Fair Value Today

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Martin Marietta Materials stock sits at an interesting crossroads, with the intrinsic value estimate …

Why Is Alcoa Corporation (ASX:AAI) Stock Down Despite Record Revenue?

Mako Mining Corp. Bottom Line Climbs In Q2

(RTTNews) - Mako Mining Corp. (MKO.V) revealed a profit for its second quarter that Increased, from last year The company's bottom line totaled $13.86 million, or $0.15 per share. This compares with $8.82 million, or $0.11 per share, last year. The company's revenue for …

The Mosaic Co (MOS) Stock Down 3.6% -- Now Undervalued? GF Score: 61/100

The Mosaic Co (MOS) shares recently dropped 3.6% to $21.78, extending a year-long decline, yet GuruFocus assesses the stock as "Modestly Undervalued" with a GF Value of $28.52. Despite this, the company faces significant challenges including unprofitability and negative cash flow, which complicates its …

Pan American Silver (TSX:PAAS) Stock Catches Attention With Cash Flow And Margin Strength

Suzano Papel E Celulose Balances Pulp Strength and Costs

Amrize (AMRZ) Q2 2026 Earnings Call Transcript

Is USA Rare Earth (USAR) Quietly Redefining Western Rare-Earth Supply Chains With Serra Verde Bet?

TMC targets 3M wet tonnes/year system as NOAA timing shifts to October 2026 certification

Earnings Call Insights: TMC the metals company (TMC) Q2 2026 MANAGEMENT VIEW * "Today, we'll provide an update on TMC USA's applications and the progress both projects are making under the U.S. regulatory regime" and "Allseas is advancing the first commercial collection system from …

Is Freeport-McMoRan (FCX) Undervalued As Insider Selling Meets A Premium P/E?

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Freeport-McMoRan (FCX) is back on investor watch after Chief Accounting Officer Ellie L. Mikes sold 4,773 shares on 5 August at US$70.00, trimming …

Freeport McMoRan (FCX) Stock Looks Fully Priced As Fresh Copper Discovery News

Freeport-McMoRan's stock appears fully priced despite a strong five-year performance and recent copper discovery news, with its current P/E ratio significantly higher than industry averages. The article suggests the stock is overvalued based on market multiples, and investors' views on its future depend on …

Sunshine Silver Mining & Refining Company Common Stock (NYSE:SSMR) Stock Quote

This article provides a stock quote and related financial data for Sunshine Silver Mining & Refining Company Common Stock (NYSE:SSMR). It includes current trading price, volume, bid/ask prices, daily and 52-week ranges, and recent news such as their Q2 earnings call highlights. The report …

Skeena Resources (NYSE:SKE) Releases Quarterly Earnings Results, Misses Estimates By $0.10 EPS

Skeena Resources (NYSE:SKE) reported a quarterly loss of $0.21 per share, missing analysts' estimates by $0.10. The stock subsequently fell 1.2% in midday trading but remains near its 52-week high, with institutional investors owning a significant portion of its shares. The company currently holds …

Alcoa Corp (AA) Shares Fall 3.2% -- GF Value Says Still Overvalued

Alcoa Corp (AA) shares dropped 3.2% to $49.59, despite having appreciated 57.5% over the past year. GuruFocus's GF Value™ indicates the stock is 50.8% overvalued at $32.88, raising concerns about a limited margin of safety for investors. While the company holds an above-average GF …

ENSIGN ENERGY SERVICES INC. - Announces the Closing of the Acquisition of Citadel Drilling Ltd.

CALGARY, AB, Aug. 13, 2026 /CNW/ -- Ensign Energy Services Inc. ("Ensign") is pleased to announce that it has completed the acquisition of all of the issued and outstanding shares of Citadel Drilling Ltd. for consideration of US$65 million (subject to adjustments). All closing …