-- 美國能源公司（USEG）週一宣布，已與一家未具名的投資級全球工業氣體公司簽署了一份為期五年的氦氣銷售協議，為其位於蒙大拿州的“大天空碳匯中心”（Big Sky Carbon Hub）項目確保了長期穩定的現金流，該項目預計將於2027年第一季投入運營。 該公司表示，該協議為「照付不議」合同，要求這家工業氣體公司在五年初始期內購買該項目一期工程的所有氦氣產量，每月最高可達120萬立方英尺，價格為每千標準立方英尺285美元，並將自2028年3月1日起每年根據通貨膨脹率進行調整。 美國能源公司也表示，雙方均可在第三年尋求價格調整。如果美國能源公司收到第三方報價，這家工業氣體公司可以加價5%來匹配最佳報價，從而保留合同，新價格將於第四年年初生效。 美國能源公司表示，該協議連同近期完成的融資，將支持第一階段項目的實施，第二階段計劃進一步擴大產能，預計2029年投產。 週一下午交易中，美國能源公司股價上漲超過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.