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Core Points - Thierry Mirville has been appointed as the Deputy Chief Financial Officer of VINCI, effective October 1 [1] - He will report directly to Christian Labeyrie, the Executive Vice-President and Chief Financial Officer of VINCI [2] - This appointment is significant as it precedes Christian Labeyrie's planned retirement in 2026 [3] Background of Thierry Mirville - Thierry Mirville is a graduate of ESSEC Business School and the Institut d'Etudes Politiques de Paris [4] - He began his career in 1991 at GTIE, a subsidiary of Compagnie Générale de Eaux [4] - He has held various financial leadership roles within VINCI, including Chief Financial Officer of VINCI Energies Deutschland in 2003, Chief Financial Officer of VINCI Energies in 2006, and Chief Financial Officer of the new VINCI Construction division in 2021 [4] About VINCI - VINCI is a global leader in concessions, energy solutions, and construction, employing 285,000 people across more than 120 countries [5] - The company focuses on designing, financing, building, and operating infrastructure and facilities to enhance daily life and mobility [5] - VINCI is committed to environmental and social responsibility, aiming to create long-term value for customers, shareholders, employees, partners, and society [5]

Core Viewpoint - The consumer staples sector is viewed as a safe investment during economic uncertainty, as it includes companies that produce essential goods that people need daily [1][5]. Group 1: Definition and Characteristics of Consumer Staples - Consumer staples stocks consist of companies that produce or sell basic goods, such as groceries and personal-care items [6]. - The Global Industry Classification Standard (GICS) categorizes the Consumer Staples sector as including food and staples retail, food and beverage production, and household and personal product manufacturing [7]. - These stocks are considered defensive, generating stable revenues and producing significant free cash flow, often returned to shareholders as dividends [8]. Group 2: Investment Rationale - Investors are drawn to consumer staples stocks because they provide a steady demand for necessities, making them less sensitive to economic fluctuations [8]. - Historical performance shows that consumer staples outperformed the S&P 500 during major downturns, such as the Great Recession and the COVID-19 crash [10]. - Despite their defensive nature, consumer staples may have limited growth potential during economic expansions, as demand for basic goods does not significantly increase [11]. Group 3: Identifying Quality Consumer Staples Stocks - A quality screen for consumer staples stocks includes criteria such as being part of the S&P Composite 1500, having a long-term estimated earnings-per-share growth rate of at least 5%, and having at least five covering analysts [12][13][14]. - Stocks should also have a consensus Buy rating of 2.5 or less and a dividend yield of at least 1.5% to ensure they provide better income than the S&P 500 [15][16]. Group 4: Recommended Consumer Staples Stocks - The following companies are highlighted as strong consumer staples stocks based on the outlined criteria: - Dollar General (DG): Long-term EPS growth of 6.5%, consensus rating of 2.39, dividend yield of 2.1% [16] - Tyson Foods (TSN): Long-term EPS growth of 19.6%, consensus rating of 2.29, dividend yield of 3.5% [16] - Kroger (KR): Long-term EPS growth of 6.1%, consensus rating of 2.16, dividend yield of 1.8% [16] - Sysco (SYY): Long-term EPS growth of 6.1%, consensus rating of 2.10, dividend yield of 2.6% [16] - Keurig Dr Pepper (KDP): Long-term EPS growth of 7.2%, consensus rating of 1.91, dividend yield of 2.7% [16] - Philip Morris International (PM): Long-term EPS growth of 11.4%, consensus rating of 1.88, dividend yield of 3.0% [16] - Coca-Cola (KO): Long-term EPS growth of 6.1%, consensus rating of 1.62, dividend yield of 2.9% [16]

Meta Platforms - Meta Platforms is focusing on artificial intelligence (AI) to drive revenue growth and internal efficiency, establishing a "superintelligence" division and recruiting talent from companies like Apple and OpenAI [1][2] - The stock has seen a significant price target increase, with a rise of over 40% in the first half of the year, and recent revisions suggest a potential price near $900, indicating a 25% gain from early July levels [3] - Technical signals indicate a strong uptrend, with the potential for the stock to reach near $950, supported by cash flow from AI investments, allowing for dividends and share buybacks [4] Dollar General - Dollar General's turnaround efforts and rationalization strategy are positively impacting its performance, leading to increased analyst coverage and a shift in sentiment to Moderate Buy [6][7] - The company is expected to report Q2 earnings soon, with analysts forecasting mid-single-digit revenue growth, although they may be underestimating the company's potential [7][8] - The focus on digitization and improved store experiences is anticipated to enhance store traffic and revenue, leading to substantial guidance improvements [8] Wingstop - Wingstop is experiencing challenges in comparable store sales for 2025 but is maintaining growth through unit expansion and international market penetration [10] - Analysts have increased coverage by 25% and upgraded the stock to Moderate Buy, with a consensus forecast suggesting a 10% upside, potentially reaching a new all-time high [11] - The company's capital return program, including aggressive share buybacks, supports the stock price rebound, despite a low dividend yield [12]

Group 1 - The total number of shares forming the capital of the company as of June 30, 2025, is 581,816,830 [1] - The theoretical number of voting rights is also 581,816,830, which includes treasury stock [1] - The number of voting rights excluding treasury stock is 559,625,223 [1] Group 2 - The registered office of the company is located at 1973, boulevard de la Défense, 92000 Nanterre, France [1] - The company is a French public limited company (société anonyme) with a share capital of €1,454,542,075.00 [1] - The company is registered under the number 552 037 806 RCS Nanterre [1]

Core Viewpoint - Dollar General has filed a lawsuit against Yang Ming Marine Transport for failing to meet minimum quantity commitments, seeking $14.7 million in damages, highlighting ongoing capacity allocation issues in the shipping industry [1][3]. Group 1: Lawsuit Details - The lawsuit claims that Yang Ming Marine was contractually obligated to provide at least 130% of the required capacity weekly, totaling 2,226 FEU (Twenty-foot Equivalent Units) over the contract period [3]. - Yang Ming Marine only delivered 616 FEU, resulting in a shortfall of 414 FEU and a performance rate of just 27.7% [3]. - Yang Ming Marine's U.S. representative admitted to Dollar General that "headquarters' decision-making errors led to insufficient capacity" [3]. Group 2: Financial Impact - Due to Yang Ming Marine's failure to fulfill the contract, Dollar General had to procure space at high spot market prices, which were 3-5 times higher than contract prices during the 2021-2022 trans-Pacific shipping price surge [3]. - Some products missed their sales seasons due to delays, leading to direct losses in value [3]. - Dollar General calculated total losses, including freight price differences, storage costs, and sales losses, amounting to $14.77 million, with the lawsuit claiming $14.7 million [3]. Group 3: Industry Context - This lawsuit is the second-largest claim filed with the Federal Maritime Commission (FMC) since the passage of the Ocean Shipping Reform Act (OSRA) [1][3]. - According to FMC statistics, 60% of approximately 50 shipping dispute cases from 2022 to 2025 involve capacity breaches, with total claims exceeding $100 million, indicating severe compliance issues in the industry [3].

Core Points - VINCI SA has conducted share buybacks from June 23 to June 27, 2025, under the authorization granted by the General Meeting on April 17, 2025 [2] - A total of 303,887 shares were repurchased during this period, with an average purchase price of €123.5424 per share [2] Summary by Category Share Buyback Transactions - On June 23, 2025, VINCI repurchased 64,118 shares at an average price of €121.5106 [2] - On June 25, 2025, the company bought 81,020 shares at an average price of €123.4252 [2] - On June 26, 2025, 78,651 shares were repurchased at an average price of €123.9916 [2] - On June 27, 2025, VINCI acquired 80,098 shares at an average price of €124.8461 [2] - The total volume of shares repurchased over the specified period was 303,887 [2] Regulatory Compliance - The transactions were conducted in accordance with Regulation (EU) No 596/2014 regarding market abuse [3] - Detailed information about the transactions is available on the VINCI website [3]

Core Points - The report details payments made by VINCI Group subsidiaries to public authorities for extractive activities during the fiscal year 2024 [1][2] - Payments reported include individual amounts or sets of payments equal to or exceeding €100,000, categorized by site, country, and type of contribution [2] - The report excludes payments below the €100,000 threshold and does not cover taxes on consumption or sales, such as value-added taxes [3] Payment Types - Taxes reported mainly include corporate income tax and taxes related to the income and production of project companies [3] - Royalties and rents represent payments made for the rights to exploit quarries or hydrocarbon deposits [3] Approval and Documentation - The report was approved by the VINCI Board of Directors on 18 June 2025 [4]

Core Insights - VINCI has published its "Toolbox VINCI Concessions" on its website, aimed primarily at investors, summarizing key financial and operational data [1] - VINCI is a global leader in concessions, energy solutions, and construction, employing 285,000 people across more than 120 countries [1] - The company focuses on designing, financing, building, and operating infrastructure and facilities that enhance daily life and mobility [1] - VINCI is committed to environmentally and socially responsible operations, aiming to create long-term value for customers, shareholders, employees, partners, and society [1] Company Overview - VINCI operates in the sectors of concessions, energy solutions, and construction [1] - The company emphasizes all-round performance beyond just economic and financial results [1] - VINCI engages with stakeholders and values dialogue as essential to its business activities [1] Operational Focus - The publication includes information about VINCI Airports' network and the main companies under VINCI Highways [3]

Core Viewpoint - Dixie Gold Inc. has commenced a summer 2025 drill program at the Preston Uranium Project JV, with a budget of approximately C$3,500,000, targeting multiple high-priority uranium sites [1][5][3] Group 1: Project Update - The drill program at the Preston Uranium Project JV is being managed by Orano Canada Inc. and is expected to cover 6,000m to 7,000m [1] - Dixie Gold holds a 21% interest in the Preston Uranium Project JV, which is anticipated to decline after the drill program [3] - The project area spans approximately 49,635 hectares, adjacent to NexGen Energy Ltd.'s Rook-1 project [1] Group 2: Financial Considerations - The planned all-in budget for the drill program is approximately C$3,500,000 [1] - The company aims to manage project-level dilution rather than company-level equity dilution to maintain shareholder value [3][9] - Future funding requirements are expected to exceed the company's current working capital, necessitating a reassessment of its interests in the Preston Uranium Project JV [5][9] Group 3: Exploration Strategy - Dixie Gold is focused on maintaining a portfolio of exploration interests that provide opportunities for shareholders [7] - The company is monitoring other regional activities, including results from Ramp Metals Inc. and Kinross Gold Corporation, which may influence future project decisions [10][14] - The management emphasizes a balanced approach to exploration and equity dilution, considering the high-risk nature of early-stage mineral exploration [20]