Core Viewpoint - Allied Critical Metals Inc. is launching a 20,000 meter drilling campaign at its Borralha Tungsten Project in Portugal, aimed at expanding high-grade tungsten mineralization and supporting economic studies [1][2]. Program Details & Objectives - The 2026 drilling program will include approximately 20,000 meters of core and reverse circulation drilling across multiple target zones within the Borralha property [2][8]. - The campaign will focus on expanding and upgrading the current Mineral Resource Estimate (MRE), testing extensions of the Santa Helena Breccia, and collecting material for advanced metallurgical test work [7][8]. - The program aims to generate data to support the anticipated Preliminary Economic Assessment (PEA) targeted for completion in Q1 2026 [7][8]. Strategic Importance - Tungsten is classified as a strategic critical material in the European Union and the United States, highlighting the importance of advancing the Borralha Project [2]. - The Borralha Project is considered one of the most compelling untapped tungsten assets in Western Europe, with confirmed bulk mineralization and higher-grade corridors suitable for future underground extraction [2][10]. Regulatory and Development Progress - The company has received key regulatory milestones that allow for the advancement of the Borralha Project through detailed engineering and permitting phases [3]. - Continued progress is anticipated alongside the 2026 drill campaign [3]. Market Context - The tungsten market is estimated to be valued at approximately USD 5 to 6 billion, with significant applications in defense, manufacturing, and energy sectors [11]. - Currently, China, Russia, and North Korea account for about 87% of the total global supply and reserves of tungsten [11].

Revenue Outlook - The company has updated its full year 2025 revenue outlook to a range of $885 to $900 million, compared to the previous range of $875 million to $925 million [1] - Projected revenue for 2026 is expected to be between $1,080 million and $1,175 million, based on assessments of international trade policies, customer spending scenarios, supply chain constraints, and tool acceptance timing [2] Growth Strategy - The company anticipates a higher revenue growth rate in 2026 due to healthy investments in production capacity and market share gains from newer products [3] - The company expects stable wafer fabrication equipment (WFE) spending from customers, with contributions from single-wafer SPM cleaning tools, Tahoe cleaning tools, and Furnace series tools [3] - Investments in Oregon are being accelerated to support the industry's shift towards domestic semiconductor production [3] Financial Reporting - The company plans to release its fourth quarter and full year 2025 financial results in late February 2026, with the 2025 revenue outlook being preliminary and subject to review and audit [3]

Core Viewpoint - AECOM has been recognized for the twelfth consecutive year on Fortune magazine's list of the World's Most Admired Companies, highlighting its industry leadership and commitment to delivering high-value professional services [1][2]. Company Achievements - AECOM's recognition reflects its progress in building a higher-value professional services business, showcasing its technical expertise, global scale, and strong client relationships [3]. - The company achieved an all-time high win rate on projects, with approximately 80% win rate on its largest pursuits [7]. - AECOM secured the No. 1 overall design firm ranking from Engineering News-Record in 2025 and reaffirmed its top rankings across primary end markets [7]. - The company launched its AI for Engineering platform and Oscar, a proprietary large language model, to transform infrastructure delivery through AI [7]. - AECOM's employee satisfaction is high, with a record 79% of employees recommending it as a great place to work [7]. Strategic Focus - AECOM's strategy is guided by its "Think and Act Globally" approach, emphasizing innovation and value in client projects [2]. - The company has expanded its Advisory organic growth platform to enhance consulting services for clients facing complex initiatives [7].

Group 1 - AECOM plans to release its first quarter fiscal 2026 earnings results on February 9, 2026, after U.S. market close [1] - A conference call and webcast will be held on February 10, 2026, at 8 a.m. Eastern Time to discuss financial results, outlook, and market trends [1] - The conference call can be accessed by dialing 800-599-5188 (U.S.) or 646-307-1591 (international) with passcode 7295287 [2] Group 2 - AECOM is a global infrastructure leader with a revenue of $16.1 billion in fiscal year 2025 [3] - The company provides professional services in various sectors including water, environment, energy, transportation, and buildings [3] - AECOM partners with both public and private sector clients to deliver innovative and sustainable solutions throughout the project lifecycle [3]

Core Viewpoint - Allied Critical Metals Inc. has received a Favourable Environmental Impact Declaration (DIA) for its Borralha Tungsten Project in Portugal, marking a significant regulatory milestone that allows the project to advance towards development and production [1][5][8]. Regulatory Milestones - The issuance of the DIA confirms the environmental acceptability of the Borralha Project and enables progression to the Project of Execution and Environmental Compliance Report (RECAPE) stage, along with subsequent licensing phases [5][8]. - The project has also received a formal Letter of Recognition from idD Portugal Defense, acknowledging its strategic importance for national defense supply chains [2][8]. Project Overview - The Borralha Project is an underground mining initiative targeting tungsten production, with by-products including copper and tin concentrates [9]. - Tungsten is classified as a critical raw material under the EU Critical Raw Materials Act, essential for various industrial and defense applications [9][10]. Environmental and Social Considerations - The environmental approval was based on a comprehensive Environmental Impact Assessment (EIA) that evaluated potential effects on environmental, social, and cultural factors, along with mitigation measures [11][12]. - The project aims to generate employment and economic activity in the Municipality of Montalegre, contributing to regional development [13]. Next Steps - Following the DIA, the company plans to implement underground mining with limited surface disturbance, develop closed-loop water management systems, and conduct environmental monitoring [15][16]. - The company will also prepare the necessary documentation for the Project of Execution and advance detailed engineering and technical studies [16].

Group 1: Company Overview - AECOM (NYSE:ACM) designs and engineers transportation systems, buildings, water networks, energy infrastructure, and environmental projects, providing consulting and construction management services [6] Group 2: Recent Developments - Barclays analyst Adam Seiden downgraded AECOM to Equal Weight from Overweight and lowered the price target to $100 from $135 as part of the firm's 2026 outlook for the machinery and construction space [2] - AECOM raised its segment-adjusted operating margin target to over 20% by the end of fiscal 2028, linking this to higher-return investments in proprietary AECOM AI tools and its Advisory services business [4] - The company increased its expected adjusted EPS CAGR for fiscal 2026 through 2029 to over 15%, indicating confidence in earnings power as investments scale [5] Group 3: Strategic Focus - AECOM launched a review of strategic alternatives for its construction management business, including a potential sale, to focus on faster-growing, higher-return opportunities [5] - Starting with first-quarter results, the construction management unit is expected to be classified as held for sale on the balance sheet and reported as discontinued operations under GAAP [5] Group 4: Market Outlook - Barclays remains constructive on the broader construction sector heading into 2026, expecting modest share gains after several strong years, while favoring machinery and rental companies due to cyclical and macro factors [3]

Core Insights - AECOM has been selected as a preferred bidder for Scottish Water's new Enterprise Alliance, which is a significant investment program aimed at enhancing Scotland's water and wastewater infrastructure [1] - The Enterprise Alliance represents an up to 13-year investment program and is described as the highest value venture ever undertaken by Scottish Water [1] - This multi-billion-dollar project underscores AECOM's position as a leader in global infrastructure [1]

Core Viewpoint - Nano Nuclear Energy Inc. is experiencing a significant rise in stock value due to a strengthened balance sheet and increasing commercial momentum, particularly in high-demand sectors like AI data centers and defense [1]. Financial Performance - The company utilized $19.6 million in operating activities for the twelve months ended September 30 [2]. - In investing activities, $17.5 million was used, including $9.1 million for asset acquisitions during the same period [3]. - Cash and equivalents reached $203.3 million on September 30, a substantial increase from $28.5 million a year earlier [3]. Development and Regulatory Progress - Management reported advancements in reactor development, regulatory engagement, and commercial partnerships [4]. - The KRONOS MMR acquisition was completed early in 2025, benefiting from eight years of engineering investment [5]. - The company is preparing for licensing with the U.S. Nuclear Regulatory Commission and plans to submit a construction permit application in the first quarter of 2026 [5]. Prototype Development - The University of Illinois has been selected as the KRONOS prototype development site, with site drilling and geological analysis completed in November in collaboration with engineering partner AECOM [6]. Canadian Expansion - Regulatory engagement with Canadian nuclear authorities has resumed, with KRONOS entering Canada's Phase 1 microreactor licensing process [7]. - The acquisition of Global First Power has further strengthened the company's position in Canada [7]. Stock Performance - Nano Nuclear Energy shares increased by 3.21% to $31.20 during premarket trading [7].

Core Insights - The industrials sector has several oversold stocks that present potential buying opportunities for undervalued companies [1] Group 1: Oversold Stocks - Aecom (NYSE:ACM) has an RSI of 27.4, with a stock price decline of approximately 14% over the past month and a 52-week low of $85.00 [7] - CACI International Inc (NYSE:CACI) has an RSI of 29, with a stock price decline of around 9% over the past month and a 52-week low of $318.60 [7] - Generac Holdings Inc (NYSE:GNRC) has an RSI of 29.9, with a stock price decline of about 18% over the past month and a 52-week low of $99.50 [7]

Core Viewpoint - AECOM has been awarded a position on the U.S. GSA OASIS+ contract, enhancing its capacity to support critical government programs [1] Group 1: Contract Award - The OASIS+ contract allows AECOM to provide integrated support across various services including architectural and engineering design, environmental compliance and remediation, and advisory services [1]