Alcoa Corporation (NYSE:AA ) Morgan Stanley's 13th Annual Laguna Conference September 10, 2025 2:30 PM EDT Company Participants Molly Beerman - Executive VP & CFO Conference Call Participants Carlos de Alba - Morgan Stanley, Research Division Presentation Carlos de Alba Equity Analyst Well, good morning, everyone. Thank you very much for joining the Laguna Industrial Conference and this session with Molly Beerman, Alcoa's Chief Executive Financial Officer.

Alcoa Corporation (NYSE:AA ) Jefferies Industrials Conference September 4, 2025 10:10 AM EDT Company Participants Molly Beerman - Executive VP & CFO Conference Call Participants Christopher LaFemina - Jefferies LLC, Research Division Presentation Christopher LaFemina Senior Equity Research Analyst Hi, everybody. I'm Chris LaFemina from the global metals and mining research team at Jefferies.

Even with a significant rebound in earnings, Alcoa's (NYSE:AA) stock performance has been lackluster, hindered by tariff expenses, capacity delays, and unpredictable commodity markets. Shares have decreased by roughly 16% year-to-date, despite improvements in profitability, highlighting investor doubts about the aluminum giant's ability to maintain momentum in a challenging macroeconomic environment.

Japanese trading house Sojitz established a joint venture with Japan Organization for Metals and Energy Security (JOGMEC) to study gallium production in Australia, Sojitz said on Monday.

PERTH, Australia--(BUSINESS WIRE)--Today, Alcoa of Australia Limited (“Alcoa”), a wholly-owned subsidiary of Alcoa Corporation (NYSE: AA; ASX AAI; “the Company”), announced a Joint Development Agreement (“JDA”) with Japan Australia Gallium Associates Pty Ltd (“JAGA”), a joint venture between Sojitz Corporation (Sojitz) and Japan Organization for Metals and Energy Security (JOGMEC), to explore the feasibility of a gallium project to be co-located at one of Alcoa's operating alumina refineries in.

PITTSBURGH--(BUSINESS WIRE)--Alcoa Corporation (NYSE: AA; ASX: AAI) today announced that its Board of Directors has declared a quarterly cash dividend of $0.10 per share of the Company's common stock and Series A convertible preferred stock, to be paid on August 28, 2025 to stockholders of record as of the close of business on August 12, 2025. About Alcoa Corporation Alcoa is a global industry leader in bauxite, alumina and aluminum products with a vision to build a legacy of excellence for fut.

Vancouver, British Columbia – July 21, 2025 – TheNewswire - Boksburg Ventures Inc. (the “Company”) is pleased to announce that, effective July 22, 2025, the Company will be changing its name from Boksburg Ventures Inc. to Bighorn Metals Corp.  (the “Name Change”) to better reflect its evolving business strategy and focus.   The new CUSIP number will be 08986A108 and the new ISIN number will be CA08986A1084. No action is required by existing shareholders of the Company with respect to the Name Change. Outstanding physical certificates or direct registration system (DRS) statements representing common shares of the Company do not need to be exchanged.

Alcoa posted sharp sequential declines in EBITDA and Net Income for 2Q2025, deepening the significant uncertainty surrounding potential increases in U.S. tariffs on aluminum imports. Valuation multiples are attractive and debt is manageable, yet my DCF model shows the stock is trading near fair value with limited upside at current prices. The biggest risk is the unresolved US trade policy, which could squeeze margins and trigger a global recession, hurting aluminum demand and prices.

In a market landscape marked by fluctuating commodity prices and geopolitical uncertainties, Alcoa Corporation‘s AA recent financial performance offers a glimpse into the evolving dynamics of the aluminum industry.

There is a lot of noise in the stock market, distracting investors from what really matters: the fundamentals. There is no use in trying to follow the sentiment and optimism when the S&P 500 index is trading near its all-time high levels, since this is typically where underlying drivers become more sensitive and vital, making it harder for portfolios to perform properly.