-- 加拿大国家银行周四将亚利桑那金属公司（Arizona Metals，股票代码：AMC.TO）的评级从“跑赢大盘”下调至“与大盘持平”，同时将目标股价从0.90加元下调至0.25加元。 该行表示，此次评级调整基于0.4倍资产净值加公司调整。 亚利桑那金属公司近期公布了其位于亚利桑那州的Kay项目的初步经济评估结果。加拿大国家银行指出，该研究未能达到预期，成本高昂且难熔冶金工艺复杂。 该行更新了其基准模型，将Kay项目计入零，这意味着Sugarloaf Peak矿区未来勘探将获得7500万美元的潜在资源收益。 加拿大国家银行表示：“展望未来，我们预计AMC需要一些时间来调整预期，然后再重新专注于勘探目标。我们预计未来的上涨机会主要取决于大宗商品价格走势以及勘探机会的发现，而这些机会取决于钻探许可证和融资能力。” 截至上周五多伦多证券交易所最后一次收盘，Arizona Metals 的股价为每股 0.29 美元。
Price: $0.29, Change: $-0.01, Percent Change: -3.39%
European natural gas futures traded lower after-hours on Friday after Iranian state media reported that Tehran had sent another proposal for negotiations with the US via Pakistani diplomatic channels, a development seen as potentially paving the way for renewed transit through the Strait of Hormuz.The front-month Dutch TTF contract fell 1.211% to 45.43 euros ($53.36) per megawatt-hour, while the UK NBP contract slipped 1.533% to 111.15 British pence ($1.51) per therm.US President Donald Trump, speaking to reporters at the White House on Friday, said, "Iran wants to make a deal, but I'm not satisfied with it," CNBC reported.Market participants continue to weigh geopolitical risk against relatively stable European supply conditions and weaker demand elsewhere. In a Thursday note, S&P Global analysts said Europe has benefited from "significant demand destruction elsewhere," noting that although the war has effectively removed about 20% of global LNG supply, European imports have remained broadly steady.The note said Asia has absorbed much of the demand adjustment. It said China recorded a 19% year-on-year drop in LNG imports in March, according to government data.Benchmark LNG prices remain elevated, but off recent highs, they said. The JKM benchmark for Northeast Asia put prices at $18.309/MMBtu on April 30, up 8.3% on the day. The DES Northwest Europe LNG marker was assessed at $15.719 per MMBtu on Apr. 29, up 7.9% day-on-day.The analysts said both benchmarks remain above pre-conflict levels but have retreated from peaks seen in the early weeks of the disruption.European storage levels remain below last year's levels. Gas Infrastructure Europe reported inventories at 32.49% as of Friday, compared with 39.22% a year earlier.CERA analysts project EU storage could reach about 80% by the end of October under a base-case scenario, assuming a resumption of steady Hormuz transit by Jun. 1.EU LNG imports rose slightly year over year in March, supported by cargoes already en route when the conflict began in late February, according to CERA data. However, that buffer has since faded, with April imports down roughly 6.9% from 2025 levels.Looking ahead, Severe Weather Europe said Friday it is monitoring the potential development of a "super El Nino" pattern. One scenario that could develop would be an increase in the risk of dry conditions and drought across Central Europe this summer.
Nebius Group (NBIS) said Friday it has agreed to acquire inference and model optimization firm, Eigen AI, in a cash-and-stock deal valued at about $643 million.The acquisition will strengthen Nebius Token Factory as a frontier managed inference platform for production AI, the company said, adding that the deal also accelerates its expansion in the US.The transaction is expected to close in the coming weeks, it said.Nebius shares were up over 10% in afternoon trading.Price: $152.93, Change: $+14.70, Percent Change: +10.63%
Price: $92.59, Change: $-0.04, Percent Change: -0.04%