SO Stock Research, Signals & Filings

Drillr aggregates AI research, SEC filings, earnings signals, alt-data and financial tables for SO. 2 published articles.

Latest Research

  1. Goldman Sachs Natural Gas Warning: EQT Up 73%, But SO Faces Margin Squeeze

    Goldman Sachs' supply crunch warning spotlights natgas winners like EQT and COP for production gains, midstream KMI/WMB for volumes, versus utility loser SO facing fuel cost pain. Backed by FY2025 financials showing EQT's 73% revenue surge and strong FCF across winners.

    CVXCOPEQT

  2. Can Century's Mt. Holly restart reach full capacity on schedule given US power cost volatility?

    Century Aluminum's Mt. Holly restart to full 230,000-tonne capacity targets end of June 2026, backed by an extended Santee Cooper power contract through 2031 at cost-of-service rates that insulates against the worst of US power volatility. With $135.6M in cash and Q1 FY2026 EBITDA guided at $215–235M, the $50M project appears well-funded, though operational execution and aluminum price risk remain the key variables to watch.

    CENXDUK

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