Core Viewpoint - Century Aluminum (CENX) shows a significant improvement in earnings outlook, making it an attractive investment option as analysts continue to raise earnings estimates for the company [1][2]. Earnings Estimate Revisions - The upward trend in earnings estimate revisions indicates growing analyst optimism regarding Century Aluminum's earnings prospects, which is expected to positively impact its stock price [2]. - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), has a strong track record, with Zacks 1 Ranked stocks averaging a +25% annual return since 2008 [3]. - The consensus earnings estimate for the current quarter is $0.73 per share, reflecting a +58.7% change from the previous year [6]. - Over the last 30 days, the Zacks Consensus Estimate for Century has increased by 23.73%, with one estimate moving higher and no negative revisions [6]. - For the full year, the expected earnings are $2.00 per share, which is a -39.2% change from the prior year, but the consensus estimate has increased by 12.36% due to positive revisions [7][8]. Zacks Rank and Performance - Century Aluminum has achieved a Zacks Rank 2 (Buy), indicating promising estimate revisions that can help investors make informed decisions [9]. - Research indicates that stocks with Zacks Rank 1 (Strong Buy) and 2 (Buy) tend to significantly outperform the S&P 500 [9]. Stock Performance - Century shares have increased by 11.1% over the past four weeks, suggesting investor confidence in the company's earnings growth prospects [10].

Workers at Russia’s United Co. Rusal refinery in Guinea strike, blocking alumina shipments over labor disputes https://t.co/Zq6d41YFL6 ...

Summary of Aluminum Inventory and Consumption in China Industry Overview - The report focuses on the aluminum industry in China, specifically tracking high-frequency demand trends and inventory levels during the week of July 31 to August 6, 2025 [1][2]. Key Points Production Data - Total aluminum production in China was 846,000 tons (kt), remaining flat week-over-week (WoW) but increasing by 2% year-over-year (YoY) [1]. - Aluminum billet production was 338 kt, showing a decrease of 1% WoW but an increase of 1% YoY [1]. - Year-to-date (YTD) aluminum production reached 26.9 million tons (mnt), up 3.0% YoY, while aluminum billet production was 10.8 mnt, up 6.0% YoY [1]. Inventory Levels - Total aluminum ingot and billet inventory stood at 889 kt on August 7, 2025, reflecting a 1% increase WoW but a 20% decrease YoY [1]. - Breakdown of inventory: - Social inventory: 704 kt (+3% WoW, -26% YoY) - Producers' inventory: 185 kt (-8% WoW, +9% YoY) [1]. - For aluminum ingots, total inventory was 637 kt (+3% WoW, -28% YoY) and for aluminum billets, it was 252 kt (-4% WoW, +10% YoY) [1]. Apparent Consumption - Overall aluminum apparent consumption was 874 kt, increasing by 6% WoW and 2% YoY [2]. - Specific consumption figures: - Aluminum ingot consumption: 881 kt (+5% WoW, +2% YoY) - Aluminum billet consumption: 332 kt (+1% WoW, +1% YoY) [2]. - YTD apparent consumption reached 27.6 mnt, up 5.0% YoY [2]. Market Sentiment - The market expectation for demand recovery in the aluminum sector remains cautious, despite the increase in apparent consumption [1][2]. - The report suggests that the inventory data for aluminum ingots and billets is more representative for calculating overall aluminum demand [3]. Comparative Analysis - The current inventory levels are lower than those recorded during the same period in 2021-2022 and 2024, but higher than in 2023 on the lunar calendar [3]. - Apparent consumption levels are higher than the same period in 2022-2024 on the lunar calendar [5]. Additional Insights - The report emphasizes the importance of monitoring inventory levels as a key indicator of market demand and potential price movements in the aluminum sector [3]. - The aluminum sector is currently ranked highest in demand compared to other materials such as steel, copper, and thermal coal [1]. This summary encapsulates the critical data and insights from the report on the aluminum industry in China, highlighting production, inventory, and consumption trends.

Core Viewpoint - The article emphasizes the importance of timing and sustainability in short-term investing, highlighting that a solid trend can lead to profitable opportunities if supported by strong fundamentals and positive earnings revisions [1][2]. Group 1: Stock Performance - Century Aluminum (CENX) has shown a significant price increase of 37.1% over the past 12 weeks, indicating strong investor interest [4]. - In the last four weeks, CENX's price has increased by 16.6%, suggesting that the upward trend is still intact [5]. - CENX is currently trading at 80% of its 52-week high-low range, indicating a potential breakout opportunity [5]. Group 2: Fundamental Strength - CENX holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimate revisions and EPS surprises [6]. - The stock has an Average Broker Recommendation of 1 (Strong Buy), reflecting high optimism from the brokerage community regarding its near-term price performance [7]. Group 3: Investment Strategy - The "Recent Price Strength" screen is a useful tool for identifying stocks like CENX that have the fundamental strength to maintain their upward momentum [3]. - The article suggests that there are multiple stocks passing through the "Recent Price Strength" screen, providing additional investment opportunities [8].

Core Insights - Ahold and Kaiser Aluminum are identified as high-growth stocks with strong value, trading under 16X forward earnings and 0.3X forward sales [1][2] Ahold's Growth Strategy - Ahold is expanding rapidly under its "Growing Together" strategy, aiming to deliver affordable food and non-food products across the U.S. and Europe by 2028 [4] - The company operates supermarkets, convenience stores, and gas stations, focusing on own-brand development and healthy food options [5] - Ahold's financial targets include achieving 80% omnichannel loyalty sales penetration, 30 million monthly active users, a 4% net sales CAGR, and high-single-digit EPS growth [6] Ahold's Financial Projections - Ahold's total sales are expected to increase by 13% in fiscal 2025 and by another 2% in FY26, reaching $111.54 billion [9] - Annual earnings are projected to grow by 11% in FY25 and by 9% in FY26, reaching $3.33 per share [10] Kaiser Aluminum's Market Focus - Kaiser Aluminum is focusing on high-growth markets such as aerospace, automotive, general engineering, and packaging [7] - The company has made significant upgrades to facilities to enhance capacity for aerospace and general engineering products [7] Kaiser Aluminum's Business Model - Kaiser’s business model emphasizes converting aluminum rather than speculating on raw material prices, focusing on value-added services [8] Kaiser Aluminum's Financial Projections - Kaiser's top line is expected to grow by 15% this year and by 19% in FY26, reaching $4.12 billion [12] - EPS is projected to increase by 85% in FY25 to $4.64 and by another 35% in FY26 to $6.28 [12] Dividends - Both Ahold and Kaiser offer generous annual dividend yields of 3.01% and 4.21%, respectively [14] Investment Outlook - Ahold and Kaiser are currently benefiting from positive earnings estimate revisions for fiscal 2025 and FY26, with Ahold holding a Zacks Rank 1 (Strong Buy) and Kaiser a Zacks Rank 2 (Buy) [17]

Century Aluminum Company (CENX) Q2 2025 Earnings Call August 07, 2025 05:00 PM ET Speaker0Good afternoon. Thank you for attending today's Century Aluminum Company Second Quarter twenty twenty five Earnings Call. My name is Makayah, and I'll be your moderator for today's call. All lines will be muted during the presentation portion of the call with an opportunity for your questions and answers at the end. At this time, I'd like to pass the call over to our host, Ryan Crawford.Ryan, you may now begin today's ...

Century Aluminum said it plans to restart more than 50,000 metric tons of idled production at a South Carolina smelter as a direct result of Trump’s tariffs on lightweight metal https://t.co/htxCxifj1x ...

Group 1 - The American Primary Aluminum Association (APAA) supports President Trump's Section 232 aluminum tariff, which has enabled Century Aluminum to increase U.S. aluminum production by 10% and create over 100 new jobs with an average salary of $100,000 [1][2] - Century Aluminum plans to invest $50 million to enhance U.S. aluminum production, with the Mt. Holly facility expected to return to full operational capacity in the spring [2] - The Section 232 aluminum tariff is viewed as a significant change for the U.S. aluminum industry, fulfilling President Trump's campaign promises and benefiting thousands of American workers [2] Group 2 - The APAA is a non-profit trade association that advocates for the interests of America's primary aluminum industry and its workers through initiatives like the Aluminum Now campaign [3]

Century Aluminum Company 2 nd Quarter Earnings Call August 7, 2025 Cautionary Statement Certain statements in this presentation, and those made by Century Aluminum Company management on the quarterly conference call, relate to future events and expectations and are "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Words such as "believe," "expect," "hope," "target," "anticipate," "intend," "plan," "seek," "estimate," "potential," "project," "scheduled," ...

Company Overview - Century Aluminum Company (NASDAQ:CENX) plans to restart over 50,000MT of idled production at its Mt. Holly, SC smelter with an investment of approximately $50 million [1] - The company is the largest producer of primary aluminum in the United States and operates production facilities in Iceland, the Netherlands, and Jamaica [5] Production and Economic Impact - The restart will create over 100 new jobs and boost U.S. domestic aluminum production by almost 10 percent [1] - The Mt. Holly smelter, when operating at full capacity, has an economic impact of over $890 million annually in South Carolina, with an average wage of $100,000 for jobs directly supported by Century Aluminum [3] Government and Regulatory Support - The restart is facilitated by President Trump's application of Section 232 tariffs, which recently increased tariffs on aluminum imports to 50% [2] - The South Carolina Public Service Authority (Santee Cooper) has cooperated with Century Aluminum to extend the current power supply contract through 2031, which is essential for the restart [4]