据路透消息，星巴克中国股权出售最终入围机构基本确定，具体包括凯雷集团、EQT，以及国内机构 红杉中国、博裕投资等4家机构，此前IPO早知道曾提及，有超20家机构有意参与竞购星巴克中国股 份，其中包括瑞幸咖啡的股东大钲资本和互联网巨头腾讯。另据投中网，春华也在此次竞购最终入围机 构名单之内。 路透还称，交易协议可能在10月底达成。但据「明亮公司」向接近交易相关人士了解，目前参与竞购的 机构此前仅是各自提交了方案，星巴克方面并未透露自身诉求、也没有具体谈判行为。 "（星巴克）在10月中下旬确定其中的一家或几家机构合作后，再去展开交易细节的具体谈判。"上述人 士透露，此前机构提交的方案会成为最终协议谈判的基础，不过"10月底可能很难正式达成协议"。 特别值得一提的是参与方私募巨头EQT，其在2022年以68亿欧元的对价收购了霸凌亚洲。在播客 Business Breakdown今年六月的节目中，研究机构Counter Global的创始人Sean Barrett深度拆解了EQT的 背景和竞争力。 Barrett指出，EQT全球管理资产规模约2700亿元，EQT亚洲管理约250亿欧元的资产，"这块业务是在 2022年 ...

EQT Corporation (NYSE:EQT) is one of the best inexpensive stocks to buy according to hedge funds. On September 8, EQT Corporation announced a 20-year Sale and Purchase Agreement/SPA with Commonwealth LNG. Under this agreement, EQT has secured 1 million tonnes per annum/MTPA of liquefaction capacity at Commonwealth LNG’s export facility, which is currently under development on the Gulf Coast near Cameron, Louisiana. The SPA will only become fully effective after a final investment decision is made on the p ...

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Key Takeaways EQT signed a 20-year deal with Commonwealth LNG for 1 mtpa of LNG supply.The agreement adds to EQT's recent 20-year LNG deal with NextDecade.The deals diversify EQT's LNG exports and support its direct-to-customer strategy.EQT Corporation (EQT) , a leading U.S.-based natural gas producer, has inked an agreement with Commonwealth LNG for the purchase of 1 million tons per annum (mtpa) of liquefied natural gas (LNG). The contract spans 20 years. Commonwealth’s LNG export facility is currently un ...

In recent years, Chewy expanded from basic pet supply goods – think food, bedding, cat litter, and the like – to add veterinary and pet pharmaceutical care to its service lineup. Chewy’s veterinary network features clinics in South Florida, Atlanta, Denver, and the Austin, Dallas, and Houston areas in Texas. Vet services frequently lead to prescriptions, and pharmacy services are available for a wide range of creatures, from the most common dogs and cats to horses and exotic pets.The pet supply market is a ...

Accessibility StatementSkip Navigation PITTSBURGH, Sept. 8, 2025 /PRNewswire/ --Â EQT Corporation (NYSE: EQT) announced today that it has secured 1.0 million tonnes per annum (MTPA) of liquefaction capacity under a 20-year Sale and Purchase Agreement (SPA) with Commonwealth LNG at their export facility under development on the Gulf Coast near Cameron, Louisiana. Under the terms of the agreement and consistent with EQT's existing LNG contracts, EQT will purchase LNG on a free-on-board basis at a price indexe ...

Group 1 - NextDecade Corporation (NEXT) has secured a long-term sales and purchase agreement with EQT Corporation for the purchase of 1.5 million tons per annum (mtpa) of liquefied natural gas (LNG) from Rio Grande LNG Train 5, with a contract duration of 20 years [1][9] - The price of LNG supplied under the contract will be linked to the Henry Hub natural gas price, enhancing the economic viability of the agreement [2] - NextDecade is making significant progress towards a final investment decision (FID) on Train 5, expected by the fourth quarter of 2025, and aims to achieve a positive FID for Train 4 by September 15, 2025, contingent on securing necessary funding [2][4][9] Group 2 - The Rio Grande LNG export facility's Phase 1, which includes three liquefaction units, is under construction and will provide a total capacity of 17.61 mtpa, with Trains 4 and 5 expected to add a combined capacity of 10.8 mtpa [3] - NextDecade has secured commitments to sell 3.5 mtpa of LNG from Rio Grande Train 5 under long-term agreements, with an additional 1 mtpa needed to reach FID for Train 5 [3][4][9] Group 3 - EQT Corporation's new agreement with NextDecade enhances its LNG strategy by diversifying exposure to markets with growing LNG demand, potentially leading to higher prices and supporting long-term earnings growth [5]

Core Viewpoint - EQT Corporation has secured a long-term liquefaction capacity agreement with NextDecade Corporation, enhancing its LNG strategy and market reach in the global gas markets [1][2][3] Company Overview - EQT Corporation is a leading American natural gas company with a focus on production and midstream operations in the Appalachian Basin, emphasizing operational efficiency, technology, and sustainability [4] Agreement Details - The agreement involves 1.5 million tonnes per annum (MTPA) of liquefaction capacity under a 20-year Sale and Purchase Agreement (SPA) at Train 5 of the Rio Grande LNG export facility in Texas, with pricing indexed to Henry Hub [1] - The agreement is contingent upon NextDecade making a positive final investment decision (FID) on Train 5 [1] Strategic Implications - The execution of this agreement is part of EQT's strategy to diversify its end-market exposure and accelerate long-term earnings growth [2] - EQT aims to market and optimize its own cargos, providing flexibility and downside protection [2] Market Positioning - EQT's low-cost structure, unmatched scale, investment-grade balance sheet, and leading emissions profile position it as a preferred supplier for natural gas globally [3] - The company anticipates that the growing international market will increasingly seek its gas supply to support economic growth and emission reduction efforts [3] Industry Context - The partnership with NextDecade is expected to enhance energy security for allies around the world through U.S. LNG exports [4]

Summary of EQT Holdings Limited Conference Call Company Overview - **Company Name**: EQT Holdings Limited, operating under the brand Equity Trustees - **Established**: 1888, with a market capitalization of approximately $800 million [2] - **Assets Under Supervision**: Over $250 billion, making it the fifth largest in Australia, excluding government entities [3] Business Segments - **Private Client Business**: Known as Trusted Wealth Services, includes: - Philanthropy services managing over $3 billion, granting around $170 million annually [5] - Health and personal injury sector managing over $4 billion, leading the market [6] - Estate management and planning services, executing about 300 estates annually [6] - Asset management team overseeing over $6 billion [7] - **Corporate and Superannuation Trustee Services**: - Leading provider of responsible entity services in Australia, supervising approximately $140 billion [8] - Superannuation business managing close to $90 billion, growing rapidly from $1 billion in seven years [9] Market Position and Growth Drivers - **Demographic Trends**: - The over-80s population is the fastest-growing cohort in Australia, expected to double in 20 years [11] - Anticipated generational wealth transfer of $3.5 trillion [11] - **Superannuation Growth**: - The superannuation market is valued at $4.2 trillion, with a mandated growth rate of 12% [12] - Revenue is closely correlated with investment markets, providing a positive long-term outlook [13] Financial Performance - **Funds Under Management and Administration**: - Three-year CAGR of 21%, reaching $254 billion [17] - **Revenue Growth**: - Revenue has grown by 19% per annum over the last three years [18] - Group net profit after tax has increased by 11% per annum [18] - **Dividends**: - Dividends have grown around 5% per annum with a payout ratio of 70% to 90% [20] Regulatory Environment - **Regulation**: - Primarily regulated by APRA for superannuation and ASIC for corporate trustee services [35] - Increased regulatory oversight enhances the demand for independent trustee services [14] Strategic Focus - **Independent Trustee Model**: - Favored by the market and regulation, providing unconflicted professional trustee services [22] - **Long-term Revenue Profiles**: - Most trustee appointments are long-term, ensuring enduring revenue streams [23][24] - **Technology Investments**: - Significant investments in technology platforms to enhance service delivery and operational efficiency [26] Future Opportunities - **Aging Population**: - Significant opportunity to serve the aging demographic, with unmet demand for independent trusteeship services [38] - **M&A Activity**: - Plans to be more active in M&A within the trustee space, focusing on specialist opportunities [25] Conclusion - EQT Holdings Limited is well-positioned to capitalize on demographic trends and the growth of superannuation assets, supported by a strong financial performance and a diversified revenue model. The company is focused on maintaining its leadership in the trustee services market while exploring future growth opportunities through technology and strategic acquisitions.

Group 1 - The article presents a theory that various factors including Trump Tariff wars, AI/data centers, climate change, OPEC, and the Big Beautiful are driving natural gas prices higher, indicating a potential reconnection with global markets [1] - The author emphasizes the importance of experience in analyzing diverse industries such as airlines, oil, retail, mining, fintech, and ecommerce, highlighting the impact of macroeconomic, monetary, and political drivers [1] - The author reflects on their extensive experience through multiple crises, including the dotcom bubble, 9/11, the great recession, and the Covid-19 pandemic, which provides a strong foundation for understanding various business models and innovations [1]