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Market Intelligence

Professional financial analysis — updated continuously

commodities1d ago

McEwen Sells Fuller and Paymaster for US$55M, Adds $13.5M

McEwen signed a US$55 million deal to sell Fuller and Paymaster, but only US$5 million arrives in cash. The other US$50 million is Discovery stock locked behind a four-month hold — and that changes what the proceeds can do.

5 min readRead article
commodities1d ago

Aura Minerals Q3 2026 GEO Output Hits Record 95,557 oz

Aura Minerals just posted its highest-ever quarterly output at 95,557 GEO, but the mix hides a split: copper prices lifted Aranzazu while two mines slid. The Q4 guidance test now sits on MSG and Borborema.

5 min read
commodities1d ago

FLSmidth Wins DKK 175M Chile Copper Grinding Order

FLSmidth has booked a DKK 175 million order for a Chilean copper expansion, bundling a 19.6 MW gearless ball mill with liners and a spare parts agreement. The company says guidance is unchanged — the interesting part is what the service scope implies.

5 min read
commodities1d ago

Oil Slides as Trump Rules Out Iran Strikes Before Midterms

Crude oil is giving back its escalation premium after Trump ruled out strikes on Iran before the midterms. The asymmetry has flipped: good news from Tehran now threatens a major selloff, while bad news mostly limits the downside.

5 min read
commodities1d ago

Gold Webinar: Adam Button on Trading Risk, 13 October

Adam Button headlines a free 13 October webinar on gold, market noise and risk per trade, with Base Markets adding three broker checks traders should make before depositing. The session runs at 17:00 UTC and closes with a live Q&A.

5 min read
commodities1d ago

Gold Erases Weekly Losses as Trump Rules Out Iran Strike

Trump's Truth Social post killed the war premium in one session and gold erased its weekly losses. The 4,228 level now decides whether this is a trend change or a failed breakout.

5 min read
commodities1d ago

Oil Shock Playbook: How Crude Ripples Into Bonds, Dollar, Stocks

An oil price shock does not stop at the petrol pump. It feeds inflation expectations, which can force central banks to hold rates higher for longer — and that single decision reprices bonds, the dollar and rate-sensitive stocks in sequence.

5 min read
commodities1d ago

Gold Climbs Toward $4,180 as 10Y Treasury Yield Slips From 24-Year High

Spot gold rose toward $4,180 as the 10-year Treasury yield eased from a 24-year high. The rebound rests on falling yields, and the Fed's hiking path leaves that support fragile.

5 min read
commodities2d ago

Halcones Precious Metals Raises $1M at $0.05 Per Unit

Halcones Precious Metals priced 20 million units at $0.05 for up to $1,000,000, with warrants struck at the same five-cent level. The non-brokered raise funds Polaris surface rights — a cost that must clear before any drilling catalyst can arrive.

5 min read
commodities2d ago

Pecoy Copper Elects Six Directors, Shifts Year-End to Dec 31

Pecoy Copper elected all six director nominees and shifted its year-end from April 30 to Dec. 31, creating an eight-month transition period. The governance cleanup is real — but the release carries no drill assays, and that is where the valuation actually sits.

5 min read

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commodities2d ago

Northern Discovery Buys Cibola Copper-Gold Project in BC

Northern Discovery Metals is paying $130,000 and 700,000 shares for a 3,567-hectare copper-gold project in British Columbia. The catch: the deepest target has never been drilled, and the payment clock starts only when a permit arrives.

5 min read
commodities2d ago

Magna Mining Approves Levack Restart on 92.4% IRR PEA

Magna Mining's board approved restarting the Levack Mine after a PEA showed a 92.4% after-tax IRR and only C$8.6 million of net initial funding needed. The catch sits in the resource category backing the numbers.

4 min read

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