Anglo Asian Mining begins production at Demirli copper mine, supporting growth strategy — Positive
AGXKF CPER JJC Proactive Investors — July 21, 2025Anglo Asian Mining Plc (LSE:AAZ, OTC:AGXKF) has started production at its Demirli copper mine in the Karabakh Economic Region of Azerbaijan, marking the second new mine to enter production for the group this year. The move underpins the company's strategy to become a multi-asset, mid-tier copper producer.

PHYS: Gold's Bull Market Is Not Done, $4000 In Play — Positive
AAAU BAR DBP DGL GLD GLDM IAU OUNZ PHYS SGOL UGL Seeking Alpha — July 21, 2025I have a buy rating on Sprott Physical Gold Trust, citing strong fundamentals and a favorable technical setup for gold. Gold's momentum and sentiment dip is a healthy technical sign, with central bank buying and seasonality providing key tailwinds. Gold remains a top performer YTD, with Goldman Sachs raising its price target to $4,000/oz by 2026, implying nearly 20% upside.

Novartis AG (NYSE:NVS ) Q2 2025 Earnings Conference Call July 17, 2025 8:00 AM ET Company Participants Harry Kirsch - Chief Financial Officer Sloan Simpson - Global Head of Investor Relations Vasant Narasimhan - Chief Executive Officer Conference Call Participants Emmanuel Douglas Papadakis - Deutsche Bank AG, Research Division Florent Cespedes - Societe Generale Cross Asset Research Harry Thomas d'Alton Sephton - Crédit Suisse AG, Research Division James Patrick Quigley - Goldman Sachs Group, Inc., Research Division Kerry Ann Holford - Joh. Berenberg, Gossler & Co. KG, Research Division Michael Leuchten - UBS Investment Bank, Research Division Michael Thomas Nedelcovych …

Stellantis warns of $2.7 billion loss on writedowns, tariff impact — Negative
STLA Market Watch — July 21, 2025Stellantis on Monday guided for a surprise loss in the first half of the year, as the Jeep and Ram pickup truck maker flagged a big charge ahead of results next week.

BP chairman Helge Lund to be replaced by ex CRH boss Albert Manifold — Neutral
BP CRH Proactive Investors — July 21, 2025BP PLC (LSE:BP.) chairman Helge Lund is stepping down after almost seven years in the role, with former CRH boss Albert Manifold appointed to succeed him.

I rate Lowe's a 'Buy', as the market underestimates its stable core business and upside from Pro customer growth and operational efficiency. LOW maintains high margins and steady cash flow, supported by digital initiatives, loyalty programs, and a shift toward professional clients. DCF and comparative valuation suggest a 5–15% upside, with limited downside risk and a fair value around $238 per share.

Jeep-maker Stellantis expects first-half net loss of $2.7 billion as tariffs bite — Negative
STLA CNBC — July 21, 2025Stellantis released preliminary estimates for the first six months of the year shortly after withdrawing its full-year financial guidance.

Carmaker Stellantis sees half-year net loss of $2.68 billion, hit by tariffs — Negative
STLA Reuters — July 21, 2025Automaker Stellantis expects a net loss of 2.3 billion euros ($2.68 billion) for the first half of 2025, it said on Monday, as it forecast an initial hit of 0.3 billion euros from U.S. import tariffs on its half-year results.

Nvidia CEO's China charm offensive underscores rock star status in key market — Positive
NVDA Reuters — July 21, 2025Nvidia CEO Jensen Huang is no stranger to Beijing, but his most recent visit, his third to China this year, cemented his rock star status in the country, where fans mingled freely with the AI titan on the streets of the capital.

EU's new oil price cap to hit Russia, but analyst says U.S. could be the real 'game-changer' — Neutral
BNO DBO GUSH IEO OIH OIL PXJ UCO USO XOP CNBC International TV — July 21, 2025Carole Nakhle, CEO of Crystol Energy explains why the EU's latest oil price caps on Russia are likely to be more effective than previous sanctions. However, she says U.S. sanctions on buyers of Russian oil will be the real "game-changer", adding that India will be the most affected.

CCIF: The ~20% Illusion And What Carlyle's Isn't Telling You — Positive
CG Seeking Alpha — July 21, 2025CCIF offers a high 20% yield, but its sustainability raises questions. Management's fee structure and aggressive leverage incentivize asset growth over shareholder returns, increasing risk and potential dilution. Falling credit spreads future income, with layered leverage amplifying negative impacts on returns.

CommScope: Leveraged But Loaded For Growth In AI Fiber And DOCSIS 4.0 — Positive
COMM Seeking Alpha — July 21, 2025CommScope returns to operating profit, but high interest costs keep net income underwater. No debt maturities until 2027 give COMM room to deleverage and regain financial footing. AI infrastructure surge fuels demand for COMM's fibre gear, boosting its flagship CCS segment.

DIVERSIFIED ENERGY COMPANY PLC ("Diversified", or the "Company") DIVERSIFIED ENERGY COMPANY PLC (LSE:DEC, NYSE:DEC) announces that, in accordance with the terms of its share buyback programme announced on 20 March 2025, the Company has purchased 53,426 Ordinary Shares of 20 Pence each in the capital of the Company (the "Shares") in the market at a volume-weighted average price of $14.3485 per Share through Mizuho Securities USA LLC (MSUSA). The Shares acquired will, in due course, be cancelled.

The airline said it experienced an IT outage on Sunday evening, which continues to affect its operations.

El Pollo Loco: Why Buying After Earnings Could Get You A Better Deal (Earnings Preview) — Negative
LOCO Seeking Alpha — July 21, 2025El Pollo Loco remains cheap and undervalued, but California exposure and weak Q2 for Mexican QSRs create near-term headwinds. Casual dining is outperforming fast-casual and QSR segments, eroding fast-casual's value proposition and pricing power. California's negative same-store sales and political climate are disproportionately impacting Mexican restaurant chains like El Pollo Loco.

Ryanair CFO on Earnings, ATC Costs, Tariffs — Positive
RYAAY Bloomberg Markets and Finance — July 21, 2025The chief financial officer of Ryanair, Neil Sorahan, discusses the company's performance as the Irish budget airline's net income in the first quarter more than doubled, with profit after tax of €820 million ($953 million). He also talks about air traffic control costs and the potential impact of tariffs on the airline industry.

FDVV: A Solid Dividend ETF With A Potential To Offer Lofty Returns In The Long Term — Positive
FDVV Seeking Alpha — July 21, 2025I rate Fidelity High Dividend ETF a 'Buy' due to its strong 10-year total return of 193% and robust dividend growth. FDVV's portfolio blends high-dividend growth and value stocks, limiting downside risk and capitalizing on tech and AI sector rallies. The ETF boasts a low expense ratio, high liquidity, and attractive valuations compared to the S&P 500.

Alaska Airlines has grounded its planes following an IT outage.

Fresh Del Monte Produce: A Ripe Season To Harvest An Undervalued Stock — Positive
FDP Seeking Alpha — July 21, 2025Fresh Del Monte gets a 'Buy' rating for my initial coverage. The top line could grow from continued global demand for fresh fruits and vegetables, despite competition from Dole and other brands. FDP has an improved balance sheet risk profile as debt has come down.

ManpowerGroup: Upgrade To Hold But Weakness In Northern Europe Remains A Headwind — Neutral
MAN Seeking Alpha — July 21, 2025Upgrading ManpowerGroup from strong sell to hold, due to better-than-expected 2Q25 results and signs of stabilization in some regions and brands. Strong growth in the US Manpower brand and resilient performance in Italy and Japan offset ongoing weakness in Northern Europe. Profitability and cost control exceeded expectations, but margin pressure persists due to Experis brand weakness and a negative mix shift.
