Group 1 - Night Watch Investment Management reported a 4.28% net appreciation in its fund LP for Q3 2025, with a year-to-date performance of 25.88% [1] - The portfolio continued to perform strongly during the quarter, coinciding with a robust market recovery [1] - Noble Corporation plc (NYSE:NE) was highlighted as a significant stock, showing a one-month return of 12.44% and a 52-week gain of 1.20% [2] Group 2 - Night Watch Investment Management fully exited its energy positions, including Noble Corporation plc, due to a pause in offshore spending that began in 2024, with expectations of no resumption until at least 2027 [3] - The company noted that Noble Energy trades at approximately 10 times free cash flow, which is not considered cheap given an 8% cost of debt and limited asset lifespan [3] - Noble Corporation plc was not among the 30 most popular stocks among hedge funds, with 47 hedge fund portfolios holding it at the end of Q3, down from 49 in the previous quarter [4]

Core Insights - Noble has expanded its backlog to $7 billion, yet its stock performance remains weak, with a notable investor, Canyon Capital Advisors, reducing its stake by $2 million [1][2][6] Company Overview - Noble is a leading offshore drilling contractor with a global fleet designed for complex exploration and production activities, primarily generating revenue through long-term contracts with energy companies [5] - The company reported a total revenue of $3.4 billion and a net income of $226.7 million for the trailing twelve months (TTM), with a dividend yield of 6.5% [4] Recent Developments - Canyon Capital Advisors reduced its stake in Noble by 158,607 shares, leaving them with approximately 1.3 million shares valued at $36.9 million as of September 30 [2][7] - Despite a third-quarter net loss of $21 million, Noble generated strong free cash flow of $139 million and secured $740 million in new contract awards since August, contributing to the increased backlog [8] Market Performance - As of the latest market close, Noble shares were priced at $31.35, reflecting a 6% decline over the past year, significantly underperforming the S&P 500's 13% gain during the same period [3][4] Investor Sentiment - Canyon Capital's decision to trim its position in Noble suggests a more selective approach to deepwater exposure, despite the company's improving backlog and cash generation [6][8]

Company Overview - Hoth Therapeutics, Inc. is a clinical-stage biopharmaceutical company focused on developing innovative treatments aimed at improving patient quality of life [2] - The company engages in early-stage pharmaceutical research and development, advancing drugs from bench to pre-clinical and clinical testing [2] Recent Developments - Robb Knie, the CEO of Hoth Therapeutics, is scheduled to present at the Noble Capital Markets 21st Annual Emerging Growth Equity Conference in Boca Raton, FL [1] - Hoth Therapeutics has been accepted into the NVIDIA Connect Program, which will enhance its AI and accelerated computing capabilities [6] Research Focus - The company is dedicated to developing breakthrough therapies for various conditions, including metabolic, dermatologic, and other diseases [7] - Hoth Therapeutics has launched a VA-backed study of a novel GDNF weight loss therapy targeting obesity and fatty liver disease [7]

Company Overview - Cocrystal Pharma, Inc. is a clinical-stage biotechnology company focused on developing innovative antiviral treatments for diseases such as influenza, viral gastroenteritis, COVID, and hepatitis [4] - The company utilizes unique structure-based technologies and Nobel Prize-winning expertise to create first- and best-in-class antiviral drugs [4] Upcoming Event - James Martin, CFO and co-CEO of Cocrystal, will present a company overview and clinical progress update at NobleCon 21 on December 3, 2025, at 10:00 am Eastern time [1] - The conference will take place at the Executive Education Complex of Florida Atlantic University in Boca Raton, Florida [1] - Interested investors can attend the conference at a discounted rate using the code COCPNOBLECON [2] - A video webcast of the presentation will be available on December 4, 2025, and archived for 90 days on the company's website [2] About Noble Capital Markets - Noble Capital Markets is a research-driven investment bank that has supported small and microcap companies since 1984 [3] - The firm provides institutional-quality equity research, merchant and investment banking, and order execution services [3] - In 2018, Noble launched Channelchek, an investor community dedicated to public small and micro-cap companies, offering free institutional-quality research without a subscription [3]

Core Insights - Noble Plains Uranium Corp. has reported an 87% success rate from the initial eight drill holes at the Duck Creek Project in Wyoming, indicating strong potential for uranium mineralization [1][2][8] Drill Results - The first eight drill holes have exceeded expectations, with seven of them intersecting uranium mineralization averaging five times above the industry standard Grade-Thickness (GT) cut-off of 0.2, achieving an average GT of 1.0 [2][6] - The average thickness of intercepts in the first seven holes is 17.6 feet, with an average grade of 0.057% eU3O8 [2][6] - Detailed results from the drill holes include various depths, lengths, and grades, with the highest GT recorded at 1.29 for hole 25-28-001 [2][3] Exploration Target - A Technical Report filed on August 14, 2025, outlined an exploration target ranging from 2.37 million tons at 0.03% U₃O₈ to 5.45 million tons at 0.05% U₃O₈, based on assumed GT values [5] - The average GT of 1.0 from the initial results is approximately 67% higher than the upper range GT of 0.598 used in the Technical Report, indicating stronger than anticipated mineralization [6] Drilling Program Overview - The Duck Creek drill program is permitted for up to 37,400 feet across approximately 150 holes, focusing on three key objectives: confirmation of historic data, expansion of shallow mineralization, and first-ever drilling of the Fort Union Formation [9][11][12] - The program aims to verify 1,317 historic intercepts and extend mineralized boundaries along the 3-mile-long Wasatch roll-front corridor [9][11] Company Strategy - The company aims to identify undervalued brownfield projects and convert legacy data into quantifiable resources, with a focus on rapid delineation of NI 43-101 compliant resources [16][8] - Ongoing drilling and the release of results in batches are intended to maintain transparency and demonstrate progress towards a resource estimate in the first half of 2026 [15]

Core Insights - Goehring & Rozencwajg Associates, LLC acquired over $20 million worth of Noble stock, increasing its position significantly in the third quarter of 2025 [1][9] - Noble now represents 3.7% of the firm's 13F assets under management, with a total holding of 1,081,635 shares valued at $30.59 million as of September 30, 2025 [2][3] Company Overview - Noble is a leading offshore drilling contractor with a market capitalization of $4.64 billion and revenue of $3.45 billion for the trailing twelve months (TTM) [4][5] - The company reported a net income of $226.73 million and has a dividend yield of 6.7% [4] Performance Metrics - As of November 7, 2025, Noble shares were priced at $29.23, with a one-year return of -9.1%, underperforming the S&P 500 by 22.8 percentage points [3][10] - The firm's acquisition of nearly 700,000 shares during the third quarter more than tripled its position in Noble, making it the 11th-largest holding for the firm [9] Business Model - Noble provides offshore contract drilling services through a fleet of mobile offshore drilling units, generating revenue primarily from long-term contracts with oil and gas companies [8] - The company serves major integrated oil companies, national oil companies, and independent exploration and production firms globally [8]

Toronto, Ontario--(Newsfile Corp. - November 26, 2025) - Kuya Silver Corporation (CSE: KUYA) (OTCQB: KUYAF) (FSE: 6MR1) ("Kuya Silver"), a silver mining company advancing production at its high-grade Bethania Silver Project in Peru, today announced that its President and CEO, David Stein will present at NobleCon21 - Noble Capital Markets' Twenty First Annual Emerging Growth Equity Conference at Florida Atlantic University, Executive Education Complex, in Boca Raton, FL. Kuya Silver's presentation will take ...

Core Insights - NusaTrip Inc, a leading integrated travel technology platform in Southeast Asia and Asia-Pacific, will present at NobleCon21 on December 3rd, 2025 [1] Company Overview - NusaTrip was established in 2015 and is headquartered in Jakarta, Indonesia, specializing in travel technology within SEA and APAC [4] - The company has partnerships with over 500 airlines and 650,000 hotels globally, and is the first Indonesian-based online travel agent to receive IATA accreditation [4] Growth Strategy - NusaTrip focuses on acquisitions of offline travel agencies as a key component of its growth strategy, having successfully acquired VLeisure and VIT in Vietnam [5] - The company is actively seeking to acquire travel agencies in various regions including PRC, Hong Kong, Philippines, Thailand, Singapore, Malaysia, India, and UAE [5] Event Details - Interested investors can attend the presentation at a discounted rate, with registration available through a provided link [2] - A high-definition video webcast of the presentation will be available the following day on the company's website and other platforms for 90 days [3]

Core Viewpoint - Noble Plains Uranium Corp. has received a permit for a 37,400-foot drill campaign at its Duck Creek Project in Wyoming, marking a significant step in its strategy to develop uranium resources in the U.S. [1][2][3] Group 1: Drill Program Details - The drill program aims to confirm and expand uranium mineralization in the Wasatch Formation and test the deeper Fort Union Formation [1][2][4] - The program has been optimized to reduce the number of holes from 198 to approximately 175 while maintaining the total drill footage [4] - Key objectives include validating 1,317 historic intercepts through 16 confirmation holes and significantly increasing the mineralized footprint with up to 140 step-out and expansion holes [5][9] Group 2: Strategic Importance - This drill program is a major operational milestone for Noble Plains, transitioning from acquisition to active exploration [2][3] - The Duck Creek Project is located in a prolific uranium district, surrounded by significant deposits and production facilities, indicating strong potential for resource development [3][8] - The success of the deeper Fort Union tests could open new growth horizons for the project, aligning it with the resource scale of neighboring projects [8] Group 3: Geological Insights - The program is designed to quantify substantial pounds of uranium in the ground by spring 2026, leveraging historical data from extensive drilling conducted by Kerr-McGee Nuclear Corporation in the 1970s [8] - Downhole gamma log probing will provide daily results for rapid analysis, aiding in decision-making and optimizing drillhole locations [6]

Core Insights - Kalaris Therapeutics, Inc. is a clinical-stage biopharmaceutical company focused on developing treatments for prevalent retinal diseases [2] - The company will present at the Noble Capital Markets 21st Annual Emerging Growth Equity Conference, with management available for one-on-one meetings [1] Company Overview - Kalaris Therapeutics was founded by Dr. Napoleone Ferrara, known for his research that led to anti-VEGF therapy [2] - The company aims to address major unmet medical needs in retinal conditions such as neovascular age-related macular degeneration (nAMD), diabetic macular edema (DME), and retinal vein occlusion (RVO) [2] Event Details - The presentation will take place on December 3, 2025, from 11:30 to 11:55 am ET at Florida Atlantic University, Boca Raton, FL [3] - Matthew Feinsod, Chief Medical Officer, will be the speaker at the event [3]