Key factsItemDetailCompanyMP Materials CorpTickerMP (NYSE)SectorUS basic materials / rare earthMiningShare price level (mid-2026)Reported around the low-to-mid $60s in May 2026Q1 2026 salesApproximately $90.7m reportedQ1 2026 net resultA modest net loss reportedKey partnershipsUS Department of Defense agreement; Apple magnetSupplydealHeadlineBuy rating amid renewed rare earth attentionA …
Key factsItemDetail (as of mid-2026)CompanyNexGen Energy LtdListingsNYSE and Toronto Stock Exchange: NXEHeadquartersVancouver, CanadaSectorUranium stocks / USMiningstocks (development stage)Flagship projectRook I, centred on the Arrow deposit, AthabascaBasin, SaskatchewanRecent share priceAround C$16–17 on the Toronto lineKey permitFederal construction approval received in March 2026Construction startTargeted for summer …
Key factsItemDetailCompanyPETRONAS Chemicals Group BhdPrimary listingBursa Malaysia, ticker 5183 (5183.KL)US OTCPCGCF (data may be less current and thinly traded)SectorPetrochemicals/ specialty and basic chemicalsShare price level (mid-2026)Reported around RM5.5 in May 2026 (52-week range roughly RM2.83-RM6.16)EarningsoutlookForecasts revised toward a return to profit for FY2026-27Key advantageDomestically …
Key factsItemDetailCompanyLinde plcTickerLIN (Nasdaq)SectorBasic materials / industrial gasesRecent share priceAround US$497–500 (early June 2026)52-week range (USD)Roughly US$420 to US$5212026 adjusted EPS guidanceUS$17.60 to US$17.90 (7%–9% growth)Q1 2026 adjusted EPSUS$3.98, up 13% year on yearQuarterlyDividendUS$1.60 per share (raised in early 2026)Dividend growth streakMore than three …
Key factsItemDetailCompanyNewmont CorporationTickerNEM (NYSE)SectorBasic materials / goldMiningQ1 2026Net IncomeAround US$3.3bnQ1 2026 adjusted EPSAround US$2.90 per diluted shareQ1 2026 adjusted EBITDAAround US$5.2bnQ1 2026 freeCash FlowAround US$3.1bn (described as a record)2026 gold output guidanceAround 5.3 million attributable ouncesQuarterlyDividendAround US$0.26 per share (raised about 4%)Buyback authorisationAdditional US$6.0bn …
Key factsItemDetailCompanyOceanaGold CorporationListingsToronto Stock Exchange (OGC); New York Stock Exchange (OGC) since April 2026; OTCQX (OCANF) in the USSectorGold and copperMining(US basic materials / gold stocks group)KeyAssetsHaile (US), Macraes and Waihi (New Zealand), Didipio (Philippines)Q1 2026 gold productionAround 130,100 ounces; about 3,200 tonnes of …
Key factsItemDetailCompanyNorthern Star Resources LtdPrimary listingASX: NST (Australia)US listingOTC: NESRF (over-the-counter in the United States)SectorUS-traded goldMining(Australia-listed) / basic materialsRecent US OTC share priceAround US$17–18 in mid-2026FY2026 production guidanceRevised; company has pointed to more than 1.5 million ounces of goldCapitalreturnsOn-Market Sharebuyback of up to A$500m; …
Key factsItemDetailCompanyNucor CorporationTickerNUE (NYSE)SectorBasic materials / steel and steel productsHeadquartersCharlotte, North Carolina, United StatesQ1 2026 resultAbout $3.23 diluted EPS, roughly $1.5bn EBITDA, around $743m netEarningsQ1 2026 guidance (prior)$2.70 to $2.80 per diluted shareHot-rolled coil priceRaised toward roughly $1,015 per short ton by mid-March 2026Dividend$0.56 …
Key factsItemDetailCompanyOsisko Gold Royalties Ltd (rebranded as OR Royalties Inc in May 2025)TickerOR (New York Stock Exchange and Toronto Stock Exchange)SectorPrecious-metalsRoyaltyand streaming (US basic materials / gold stocks group)Cornerstone asset5% net smelter return royalty on Canadian Malartic, Canada’s largest gold mineReported 2025RevenueRecord annual revenue …
Key factsItemDetailCompanyMueller Industries, Inc.TickerMLI (NYSE)SectorIndustrial metals / copper and brass productsQ1 2026 net salesAbout US$1.19bn (versus around US$1.00bn a year earlier)Q1 2026Net IncomeUS$239.0m (versus US$157.4m)Q1 2026 diluted EPSUS$2.16 (versus US$1.39)QuarterlyDividendUS$0.35 per share (raised 40%)RecentAcquisitionBison Metals Technologies (completed 30 March 2026)COMEX copper (Q1 2026 avg)About …