Filtered library · Theme
commodity-materials theme · 4 dossiers
Dossiers in the commodity-materials theme cluster — 4 names moving on shared catalysts.
All dossiersALTO
Alto Ingredients, Inc.
Legacy fuel-ethanol producer re-rated ~6x off a $0.92 low on a specialty-alcohol + Section 45Z tax-credit pivot. Q1 2026 (2026-05-06) was the first GAAP-profit quarter $0.05 EPS beat but shares fell 18% on the print. Sell-side now arriving…
AUGO
Aura Minerals Inc.
Gold-miner momentum has rolled over hard: AUGO is ~45% off its $110 high to ~$60 down 9.7% on 2026-06-06 alone as gold corrects from its $5,589 Jan peak to 2026 lows (~$4,420). Q1 (2026-05-06) printed record EBITDA ($244M) but AISC blew…
NEXA
Nexa Resources S.A.
Q1 confirmed the turnaround Aripuanã record 13kt zinc, EBITDA +126% YoY, revenue $888M beat and the stock ran the whole leg to ~$15.75, near its 52-wk high. But the easy re-rate is spent: price now sits AT Citi's twice-raised $16 PT (still…
SXC
Suncoke Energy Inc
Coal-policy sympathy squeeze, now three days old with no follow-through: SXC sits at its 52-wk high $9.69 (~+75% off the $5.52 low), RSI ~80, after Trump's 2026-06-03 $700M coal package funding that lands on an Oakland export terminal and…