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TSX Closer: Index Jumps 1.1% as Base Metals Lead Broad Gains

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The S&P/TSX Composite Index closed higher on Thursday as gains in base metals, utilities and energy outweighed weakness in telecom, while investors assessed fresh Canadian inflation data, interest-rate expectations and Prime Minister Mark Carney's push for closer ties with the European Union.

The index closed up 382.99 points, or 1.1%, at 35,874.26 with most sectors higher. Base metals led advancers, up 3.2%, followed by utilities and energy that closed up 1.2% and 0.7%, respectively. Shares in telecom closed down 1.2%.

The Battery Metals Index, which includes companies listed both on the TSX and TSX Venture Exchange, dropped 0.6%.

In commodities, West Texas Intermediate (WTI) and Brent crude fell on Thursday as additional Saudi oil shipments through Oman and efforts to restore the kingdom's damaged East-West pipeline eased concerns over Middle East supply disruptions.

October WTI crude oil contract settled down $0.52, or 0.5%, at $101.91 per barrel, while November Brent oil was last seen down $1.24, or 1.2%, at $104.59 per barrel.

Meanwhile, December Comex gold futures dropped 0.02%, or $0.70, to $4,386.80 per ounce at last look.

In currencies, the US dollar edged up 0.01% against the Canadian dollar, with the USD/CAD at 1.3989 at last look.

In Canadian news, Carney welcomed the prospect of the country becoming the European Union's first associate member, saying deeper ties could span critical minerals, defense, artificial intelligence, energy, financial services and university exchanges.

On the monetary policy front, the Bank of Canada is unlikely to increase rates at its October policy meeting unless September's consumer price index unexpectedly exceeds expectations or oil prices climb sharply, according to Capital Economics in a Thursday note.

On Wednesday, the US Federal Reserve raised interest rates by 25 basis points, marking the first hike since July 2023

Meanwhile, prices of Canadian manufactured products, as measured by the Industrial Product Price Index (IPPI), rose 1.3% month over month in August, while raw material prices increased 3.1%, as measured by the Raw Materials Price Index (RMPI), the country's statistical agency said on Thursday.

These were driven up in part by the resumption of the conflict between US and Iran, which pushed energy and oil product prices higher, according to StatsCan. The IPPI and RMPI were higher than a Bloomberg survey, which saw IPPI flat on the month and RMPI rising 0.8% month over month.

What else is happening in Mining & Metals?

Mining & Metals

ATEX Resources Reports Key Findings From Valeriano Drill Program in Chile

ATEX Resources (ATX.TO) after trade Wednesday announced key findings from its Phase VI drill program at the Valeriano Copper-Gold Project in Chile's Atacama Region.The company said Phase VI was its largest drilling campaign at Valeriano, with about 28,400 meters of drilling completed. This exceeded the original 25,000-meter target and was more than 70% higher than Phase V.Highlights included 40 meters grading 4.83% copper equivalent (CuEq) within an 86-meter interval grading 3.84% CuEq in hole ATXD25C. Additionally 78 meters grading 3.03% CuEq in ATXD23C, 186 meters grading 2.15% CuEq in ATXD26B, and 56 meters grading 2.36% CuEq in ATXD32, the company said."Following record snowfall in the Atacama region, Phase VII drilling is expected to commence in early October targeting a growing pipeline of B2B and high-grade porphyry targets, as well as broader system opportunities ahead of an updated Mineral Resource Estimate in 2H 2027," the company added.

$ATX.TO
Mining & Metals

West Fraser Announces Term Loan Refinancing and Declares Dividend

West Fraser Timber (WFG.TO, WFG) said Wednesday it entered into a new $500 million three-year term loan, with part of the proceeds to be used to repay its existing $300 million term loan due in 2028.The new term loan matures in September 2029.West Fraser said its $1 billion syndicated credit facility remains outstanding on existing terms and matures in May 2030.The company has also declared a quarterly dividend of $0.32 per share, payable on Oct. 19 to shareholders of record on Sept. 29.Shares of the company dropped $0.07 to $72.75 in after-hours US trading after closing up CA$2.19 to CA$101.90 on the Toronto Stock Exchange.

$WFG$WFG.TO
Mining & Metals

Precision Drilling Renews Share Buyback Program

Precision Drilling (PD.TO) said Wednesday after trade it received Toronto Stock Exchange approval to renew its normal course issuer bid.The company can buy back and cancel up to 1.23 million shares in the 12 months beginning on Sept.21.Under its previous NCIB, which terminates on Sept. 18, Precision bought back 668,674 shares from the approved 1.25 million shares at a weighted average price of CA$102.54.Precision Drilling shares closed down CA$3.94, to CA$120.45, on the Toronto Stock Exchange.

$PD.TO