-- 美国能源公司（USEG）周一宣布，已与一家未具名的投资级全球工业气体公司签署了一份为期五年的氦气销售协议，为其位于蒙大拿州的“大天空碳汇中心”（Big Sky Carbon Hub）项目确保了长期稳定的现金流，该项目预计将于2027年第一季度投入运营。 该公司表示，该协议为“照付不议”合同，要求这家工业气体公司在五年初始期内购买该项目一期工程的所有氦气产量，每月最高可达120万立方英尺，价格为每千标准立方英尺285美元，并将自2028年3月1日起每年根据通货膨胀率进行调整。 美国能源公司还表示，双方均可在第三年寻求价格调整。如果美国能源公司收到第三方报价，这家工业气体公司可以加价5%来匹配最佳报价，从而保留合同，新价格将于第四年年初生效。 美国能源公司表示，该协议连同近期完成的融资，将支持第一阶段项目的实施，第二阶段计划进一步扩建产能，预计将于2029年投产。 周一下午交易中，美国能源公司股价上涨超过21%。
Price: $1.13, Change: $+0.20, Percent Change: +21.35%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We update our 12-month target to CAD272 from CAD293, valuing shares with a multiple that is more in line with peers: 14.2x our estimated 2027 EBITDA outlook. We have maintained our 2026 and 2027 EPS forecasts at USD5.72 and USD6.49, respectively. WCN delivered strong Q1 results that exceeded expectations and aligned with our Buy thesis on shares. WCN's secondary market positioning, exposure to specialized waste streams, and focus on quality contracts is enabling solid waste pricing that is supporting both top- and bottom-line expansion. Solid waste core pricing of 6% supported growth, while the company strategically shed lower-margin volumes (down 1.5%), prioritizing profitability over volume - a trend we view favorably across the waste industry. Coupled with a more attractive valuation following a 17% one-year decline, we see upside in shares amid potential commodity price improvements, accretive M&A, and AI investments for operational benefits.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We update our 12-month target to $200 from $215, valuing shares with a multiple that is more in line with peers: 14.2x our estimated 2027 EBITDA outlook. We have maintained our 2026 and 2027 EPS forecasts at $5.72 and $6.49, respectively. WCN delivered strong Q1 results that exceeded expectations and aligned with our Buy thesis on shares. WCN's secondary market positioning, exposure to specialized waste streams, and focus on quality contracts is enabling solid waste pricing that is supporting both top- and bottom-line expansion. Solid waste core pricing of 6% supported growth, while the company strategically shed lower-margin volumes (down 1.5%), prioritizing profitability over volume - a trend we view favorably across the waste industry. Coupled with a more attractive valuation following a 17% one-year decline, we see upside in shares amid potential commodity price improvements, accretive M&A, and AI investments for operational benefits.
Resolute Mining (ASX:RSG) confirmed that its Syama gold mine, located in southern Mali in the Sikasso region, continues to operate without interruption after recent reports regarding security incidents and unrest in Bamako and four other cities in central and northern parts of Mali, according to a Tuesday Australian bourse filing.There was no impact on the safety of personnel, supply chains, or production at this stage.The firm remains in regular contact with local authorities, security advisors, and in-country teams, and established security and travel protocols are in place, it added.