-- 加拿大國家銀行週四將亞利桑那金屬公司（Arizona Metals，股票代碼：AMC.TO）的評級從“跑贏大盤”下調至“與大盤持平”，同時將目標股價從0.90加元下調至0.25加元。 該行表示，此次評等調整基於0.4倍資產淨值加公司調整。 亞利桑那金屬公司近期公佈了其位於亞利桑那州的Kay項目的初步經濟評估結果。加拿大國家銀行指出，研究未能達到預期，成本高且難熔冶金製程複雜。 該行更新了其基準模型，將Kay項目計入零，這意味著Sugarloaf Peak礦區未來勘探將獲得7500萬美元的潛在資源收益。 加拿大國家銀行表示：“展望未來，我們預計AMC需要一些時間來調整預期，然後再重新專注於勘探目標。我們預計未來的上漲機會主要取決於大宗商品價格走勢以及勘探機會的發現，而這些機會取決於鑽探許可證和融資能力。” 截至上週五多倫多證券交易所最後一次收盤，Arizona Metals 的股價為每股 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%