Key Takeaways Affiliated Managers will report Q3 results on Nov. 3, with earnings seen rising 21% year over year.Q3 developments include the Peppertree sale and a Montefiore Investment minority stake deal.Management projects adjusted EBITDA of $230-$240M and economic EPS between $5.62 and $5.87.Affiliated Managers Group Inc. (AMG) is slated to announce third-quarter 2025 results on Nov. 3, before the opening bell. Its quarterly earnings and revenues are expected to have improved year over year.In the last r ...

Amsterdam, 29 October 2025 --- AMG Critical Materials N.V. ("AMG", EURONEXT AMSTERDAM: "AMG") will release its third quarter 2025 financial results on Wednesday, November 5, 2025, at approximately 18:00 CET. AMG will host a conference call to discuss its financial results for the third quarter of 2025 at 15:00 CET (14:00 GMT / 9:00AM EST) on Thursday, November 6, 2025. Please connect approximately 10 minutes prior to the beginning of the call to ensure participation. The call-in information is as follows: T ...

Conference Call Scheduled for 8:30 a.m. Eastern Time WEST PALM BEACH, Fla., Oct. 27, 2025 (GLOBE NEWSWIRE) -- AMG (NYSE: AMG) will report financial and operating results for the third quarter ended September 30, 2025 on Monday, November 3, 2025. A conference call will be held at 8:30 a.m. Eastern time on the same day.        In addition to quarterly results, the conference call may include discussion of management’s expectations of future financial and operating results. Jay C. Horgen, Chief Executive Offi ...

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Investors in Affiliated Managers Group, Inc. (AMG) need to pay close attention to the stock based on moves in the options market lately. That is because the Dec 19, 2025 $85.00 Put had some of the highest implied volatility of all equity options today.What is Implied Volatility?Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the other. ...

Core Insights - AMG Lithium GmbH has signed a memorandum of understanding with Beijing Easpring Material Technology Co., Ltd for the supply and offtake of battery-grade lithium hydroxide monohydrate, marking a significant step towards a localized European battery supply chain [1][10] Company Overview - AMG Lithium is the first European lithium refiner with a production facility located in Bitterfeld-Wolfen, Germany [2] - Beijing Easpring is a Chinese producer of cathode active material and is currently constructing a facility in Kotka, Finland [2][9] Strategic Collaboration - The partnership between AMG Lithium and Easpring emphasizes their commitment to developing a localized battery supply chain in Europe [3] - Both companies will work closely to ensure the successful qualification of AMG Lithium's plant while negotiating a binding offtake agreement [3] Industry Impact - The collaboration is expected to promote the development of the new energy industry in Europe, contributing to a stronger and more resilient European battery industry [4] - The focus will also be on promoting the use of recycled feedstock and improving the carbon footprint throughout the value chain [4] Company Missions - AMG's mission is to provide critical materials and related process technologies to advance a less carbon-intensive world, focusing on energy storage materials such as lithium, vanadium, and tantalum [6] - AMG's Lithium segment aims to reduce the CO2 footprint of both suppliers and customers, while its Vanadium segment leads the market in recycling vanadium from oil refining residues [7] Global Operations - AMG operates globally with approximately 3,600 employees and production facilities in multiple countries including Germany, the United Kingdom, France, the United States, China, Mexico, Brazil, India, and Sri Lanka [8]

Core Viewpoint - AMG Critical Materials N.V. has signed a definitive agreement to sell Graphit Kropfmühl GmbH to Asbury Carbons for an enterprise value of $65 million, marking AMG's exit from the natural graphite business [1][2][3]. Company Overview - Graphit Kropfmühl GmbH operates a graphite mine in Kropfmühl, Germany, and holds a majority stake in a graphite mine in Sri Lanka, employing approximately 350 people [2]. - For the twelve months ending August 2025, GK generated $65 million in revenue [2]. - Asbury Carbons, headquartered in New Jersey, is a global leader in carbon-based solutions, employing over 300 people across 10 production facilities in North America and Europe [4]. Strategic Implications - The sale reflects AMG's commitment to proactive portfolio management, as the company aims to strengthen its balance sheet and focus on core growth businesses [3]. - AMG's CEO noted that while natural graphite is an attractive business, GK was not established as a leading supplier to the battery anode market, suggesting a strategic shift [3]. Transaction Details - The transaction is subject to customary regulatory approvals, with expectations for closure by year-end 2025 [5]. - AMG had previously repurchased the remaining 40% interest in GK from Alterna Capital Partners on March 12, 2025, with flexible payment options for the purchase price [3].

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgent need for energy to support its growth [1][2][3] - A specific company is highlighted as a key player in the AI energy sector, owning critical energy infrastructure assets that are essential for meeting the increasing energy demands of AI technologies [3][7][8] AI and Energy Demand - AI technologies, particularly large language models like ChatGPT, are extremely energy-intensive, with data centers consuming as much energy as small cities [2] - The energy requirements for AI are expected to escalate, leading to potential crises in power grids and rising electricity prices [2][3] Investment Opportunity - The company in focus is positioned to benefit from the surge in demand for electricity driven by AI, making it a unique investment opportunity [3][6] - It is noted that this company is not a chipmaker or cloud platform but plays a crucial role in the energy infrastructure needed for AI [3][6] Financial Position - The company is described as debt-free and holding a significant cash reserve, which is nearly one-third of its market capitalization [8] - It is trading at a low valuation of less than 7 times earnings, indicating a potentially undervalued investment opportunity [10] Strategic Positioning - The company is involved in the U.S. LNG exportation sector, which is expected to grow under the current administration's energy policies [7] - It has a unique footprint in nuclear energy, positioning it as a key player in the future of clean and reliable power [14] Market Trends - The article discusses the broader trends of onshoring and tariffs that may benefit the company as American manufacturers bring operations back home [5][14] - The influx of talent into the AI sector is expected to drive continuous innovation and advancements, further solidifying the importance of energy infrastructure [12]

Core Viewpoint - The strategic collaboration between AMG and BBH aims to expand BBH's structured and alternative credit investment strategies into the U.S. wealth marketplace, leveraging both firms' strengths in product development and distribution [1][3][5] Group 1: Strategic Collaboration Details - BBH has established a new subsidiary, BBH Credit Partners, to manage its taxable fixed income and structured credit business, with AMG providing seed capital and making a minority investment in this subsidiary [2][3] - The collaboration will utilize BBH's $55 billion taxable fixed income franchise and AMG's product development and distribution capabilities to launch innovative credit solutions tailored for U.S. wealth clients [3][4] Group 2: Expected Outcomes and Benefits - The partnership is expected to enhance BBH's presence in the U.S. wealth market, complementing its existing institutional presence globally, and will focus on meeting the evolving needs of clients in this sector [4][5] - AMG's investment is anticipated to be finalized in the first quarter of 2026, subject to customary closing conditions, further solidifying its role as a leading sponsor of alternative strategies for the U.S. wealth market [4][5] Group 3: Company Backgrounds - AMG is a strategic partner to independent investment management firms, with approximately $771 billion in assets under management as of June 30, 2025, focusing on high-quality partner-owned firms [6] - BBH, founded in 1818, has a long history of providing financial services and operates through two main business lines: Investor Services and Capital Partners [7]

Core Insights - The article discusses the 20 NYSE stocks with the lowest P/E ratios, highlighting the current market conditions where the S&P 500 has risen nearly 13% this year and is trading at about 23 times forward earnings estimates, significantly above its 10-year average of 18.7 [1][2]. Market Valuation - The S&P 500 is currently trading at a 41% premium compared to historical norms, indicating that investors are paying more for stocks than in the past [2]. - Federal Reserve Chair Jerome Powell noted that equity prices are "fairly highly valued," suggesting stretched valuations in the market [2]. Investment Strategy - Companies with lower P/E multiples are gaining attention as they may provide relative value and a margin of safety amid high growth expectations that could prove unfounded [4]. - The methodology for identifying the 20 NYSE stocks with the lowest P/E ratios involved selecting those with a forward P/E of less than 15 and sorting them by hedge fund ownership [7]. Company Highlights - **Affiliated Managers Group, Inc. (NYSE:AMG)**: - Forward P/E: 9.09 - Recently had its price target raised to $338 from $287, reflecting investor confidence in its strategy and potential for long-term earnings growth [9][10][12]. - **Norwegian Cruise Line Holdings Ltd. (NYSE:NCLH)**: - Forward P/E: 10.65 - Price target increased from $27 to $31 due to better-than-expected EBITDA growth, although it still lags behind peers due to high leverage and lack of upgraded facilities [13][14][15]. - **Ford Motor Company (NYSE:F)**: - Forward P/E: 9.38 - Recently announced a recall of 115,539 vehicles due to a steering-column defect and plans to reduce jobs at its electric vehicle plant due to lower-than-expected demand [16][17][18][19].