Sector
Everything our editor has picked under this sector, best first.
178 stories
Activist Starboard Value putting pressure on former spin-off $KNF Been a wild post-spin ride... $40 to $100+ back to $50 Starboard arguing KNF margins are half (!!) of peers and should close the gap by 2029 or sell the business https://t.co/nEylz6nGkI
The Metals Company’s U.S. commercial permit pursuit makes it a first mover in deep-sea mineral extraction, with regulatory progress central…
KC Research Activist Starboard Urges Construction Company to Explore Sale $KNF https://t.co/SaDmClimTV
Kronos Worldwide’s 27% inventory reduction added $120 million in cash inflows as chloride-based TiO₂ demand rises amid a sulfur shortage.
Given Mahlangu 
B2Gold targets output growth from 870,000 ounces in 2024 to about 1.04 million by 2028 as Fekola’s permit and Goose’s ramp lift margins and…
The Bullionaire I'm long $LODE but find the gap perfectly normal as the stock moves from a concept where it can trade on hype to an opco where it must deliver, and stop diluting. This is usual. Look at other development-stage stocks getting close to commercialization. If Comstock delivers, it will have a bright future. p.s. interesting trade in the Jan28 options yest. Synthetic long at 3 strike?
Vox Royalty targets doubling revenue by 2030 from existing mining royalties, with producing assets projected to rise from 10 to 20 by 2028.
The Supercycle Investor 3 clicks@1035_Capital appreciate the response. I am long $LODE rn but think the company needs to prove it will not continue to dilute.
A2Gold’s first Taylor drill holes returned 20.96 g/t AuEq over 1.5m and 209.4 g/t silver over 10.7m, alongside 141.10 g/t gold at…
I personally would slightly prefer if the $CENX Oklahoma smelter gets delayed or even cancelled, as it means more capital return, especially at today’s prices Can’t wait to see run-rate EBITDA in Q4 https://t.co/KTvGLbVKhp https://t.co/CD1XFwm9Eu
Corteva will spin off its Pioneer seed business, Vylor, on October 1, leaving crop protection RemainCo that could trade at 6.5-8.5x 2026…
Weekly Stock GEMs #14 features Vizsla Silver’s shuttered Panuco mine, Beasley’s debt deadline, Wolters Kluwer’s AI selloff and PlasCred’s…
Wheaton Precious Metals trades near $150, above its $99–$139 DCF range, despite 61% net margins and 88% year-over-year revenue growth from…
Alexander Grover $SVM out with a new repurchase program. I'm still long. https://t.co/qk02dmc1q8
Vizsla Silver's Panuco project in Sinaloa remains shut after nine workers were found dead, delaying construction of a fully funded 17.4 Moz…
A2Gold's McIntosh drilling found 0.23 g/t gold over 65.5m, 370m southwest of the existing resource, and extended mineralization 86m…
QXO applies Brad Jacobs’s consolidation playbook to fragmented building materials, anchored by its TopBuild acquisition and a strategy of…
Materion's value-added EBITDA margin rebounded to 23.1% as backlog rose 30%, led by electronic-materials and defense demand.
Andres Veurink 
Corning targets AI data-center optical interconnect demand, backed by customer-funded supply agreements and operating margins above 20%.
Alpha Mantra 
SLVM · long Sylvamo, a $1.6 billion uncoated freesheet paper producer, has fallen about 60% from its November 2024 high above $95 to roughly $40.
Oak Bloke’s 2026 picks have returned 37% in GBP, with AltynGold, Geiger Counter, Silvercorp and China-focused trusts still rated buys…
Nucor's growth and $250 fair value estimate hinge partly on the U.S.-Canada steel tariff dispute.
Ray Merola 
Chinese coking-coal shutdowns, elevator modernisation and Japan’s cybersecurity push create multiyear demand tailwinds for suppliers.
Anyone have thoughts on $B going into the North America spin post-Newmont settlement? Feels like it’s been a pretty consistent laggard vs. the gold peers despite the potential value unlock. Curious what I’m missing. https://t.co/0qYNp2oMpe
