MOS 2026-09-03 Mosaic: Potash Is Holding Up, But Phosphate Economics Keep Me On The Sidelines
DCF Value Investor 8 clicksSector
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Everything our editor has picked under this sector, best first.
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MOS 2026-09-03 DCF Value Investor 8 clicksNat Stewart on X
$GSM Ferroglobe up today on announcement of a European review of antidumping measures on Chinese silicon metal Has been in a volatile trading range for years, but potential bull points appear be stacking up. (I own long dated calls, watchlist stock)
Farmer on X
I think my $ORR position is too large because I made the same mistake I see a lot of investors on here make. I didn't have enough good ideas, so I bet too big on my best idea.
Lee Roach on X
@sophieanalytics Sweet thanks. Haven't dug much in $WY yet. Just been doing $RYN. So WY doesn't do much HBU?
An ATM that starts to spit out cash
Andrada Mining’s Uis ore sorter targets higher tin grades and lower unit costs after FY26 operating cash flow reached £4.7 million, but…
SG on X
@valuedrift $LODE
CLF 2026-09-01 Cleveland-Cliffs: 2027 Could Be A Very Big Year
The Bullionaire 2 clicksSG on X
Aduro funded R&D and pilot-scale development through equity raises, warrant conversions and $5.5 million of share-based compensation while its pre-revenue operating losses widened.
Lee Roach on X
Rayonier’s $1.86B debt costs 2.29% after swaps and Farm Credit patronage refunds, giving its four million timber acres a cheap fixed-rate funding edge through 2028-29.
MT 2026-08-27 ArcelorMittal: Regionalization Is Creating A Structurally Better Steel Company
Capital Connoisseur 3 clicks KGC 2026-08-27 Kinross Gold: The Buy Case Is Margin, Not Growth
The Bullionaire 4 clicksJabroniCoin.USD on X
UBS on $CENX generating nearly $1 bn in 2026 FCF (v ~$800m consensus) Post this week, that Midwest premium looks solid for 2026… so that volume ramp should translate into higher numbers in Q3 and Q4 https://t.co/dhrEiBFWFf
HMY 2026-08-24 Harmony Gold Mining: A Copper Pioneer By Capitalizing On The Gold Tailwind (Reaffirming Buy)
Prakhar Agarwal, CFA 4 clicks TFPM 2026-08-22 Triple Flag Precious Metals: Ravenswood Turns Optionality Into Duration
Capital Connoisseur 2 clicks UUUU 2026-08-22 Energy Fuels: The Largest Combined Uranium And Rare Earth Company In North America
Joseph L. Shaefer 1 click BHP 2026-08-20 BHP: Stop Calling This An Iron Ore Stock
On the Pulse 1 click SA 2026-08-20 Seabridge Gold: Fairly Valued Now But Big Upside
Redfern Research JabroniCoin.USD on X
$CENX is a non-AI bottleneck https://t.co/L0PvNNH4HK
SG on X
$CAPS "Stone Business Adjusted EBITDA" 🤡 https://t.co/56EcAIgFSv
JabroniCoin.USD on X
UBS initiates $CENX conservatively: $60 at 4x EV/EBITDA > Oklahoma & shareholder return catalysts > best leverage to US MWP > Oklahoma and datacenter not priced in > 4x below normalized mid cycle https://t.co/MiKQD9rlFV
JabroniCoin.USD on X
Timna on $CENX “early innings of broader FCF rebound.” “Hugely undervalued” at 1.5x their ‘27 EBITDA. $83 PT at 4x! Direction of numbers up, delta to street up, and lots of multiple rerate room imho https://t.co/8wkrmh5S83
JabroniCoin.USD on X
“for the first time in over a decade, all Century assets should be operating at full capacity. I'm very proud to report today that our team has delivered” As expected, Q3 & Q4 will be when the real earnings power of $CENX is demonstrated. Still under-earning. Still bottleneck. https://t.co/Buw6H87Sed https://t.co/KyfyjMcJhq
Ian Bezek on X
@Tintincapital @29374736ahshsv @flippyfloppy52 @smurfkonto1 Ha, no worries. There were some real concerns around resource nationalism in Chile recently, especially with $SQM so that's understandable.
Cematrix Corp ($CEMX.TO) FINS Review
Cematrix posted record Q2 revenue of $18.7 million, up 76%, and $3.5 million of net income, while backlog fell 9% from year-end.
