Core Viewpoint - Noble Corporation plc has completed the sale of five jackup rigs to Borr Drilling Limited for a total of $360 million, generating approximately $210 million in cash and $150 million in seller notes [1]. Group 1: Transaction Details - The rigs sold include the Noble Tom Prosser, Noble Mick O'Brien, Noble Regina Allen, Noble Resilient, and Noble Resolute [1]. - Noble Corporation intends to operate two of the sold rigs, Noble Mick O'Brien and Noble Resolute, under a bareboat charter agreement with Borr until December 2026 [1]. - The Noble Resilient will also be operated through the remainder of its current contract term, including any customer options [1]. Group 2: Company Overview - Noble Corporation is a leading offshore drilling contractor for the oil and gas industry, owning and operating a modern and versatile fleet [3]. - The company has been engaged in contract drilling of oil and gas wells since 1921, focusing on ultra-deepwater and high specification jackup drilling opportunities [3].

Core Viewpoint - Snail, Inc. will be participating in the Noble Capital Markets' Emerging Growth Virtual Equity Conference on February 4, 2026, where the management team will present and hold one-on-one meetings with investors [1][2]. Company Overview - Snail, Inc. is a leading global independent developer and publisher of interactive digital entertainment, offering a premier portfolio of premium games across various platforms, including consoles, PCs, and mobile devices [4]. Event Details - The management presentation is scheduled for February 4, 2026, at 2:30 p.m. Eastern time, and will be available for live webcast and replay on Channelchek and the company's investor relations website [2]. - One-on-one meetings will be available throughout the conference for interested investors [2]. Contact Information - For additional information or to schedule meetings, interested parties can contact Gateway Group at SNAL@gateway-grp.com or Giorgia Pigato at gpigato@noblecapitalmarkets.com [3]. Investor Relations - Investor contact details include John Yi and Steven Shinmachi from Gateway Group, with a phone number of 949-574-3860 and the email SNAL@gateway-grp.com [5].

Core Viewpoint - Noble Corporation has secured new contract awards for 9 rigs, amounting to approximately $1.3 billion in backlog, indicating strong demand for deepwater drilling services over multiple years [1][2]. Contract Awards and Financial Implications - The new contracts include a three-year agreement for the semisubmersible Noble GreatWhite, expanding the company's operations into the harsh environment floater market in Norway, with a total contract value of approximately $473 million [5]. - The company anticipates around $50 million in contract preparation capital expenditure for 2026 related to these new contracts [3]. - The redeployment of four idle deepwater rigs is expected to improve fleet utilization significantly, with 92% of the 24 marketed floaters now contracted, up from 75% in the previous report [2]. Operational Developments - Noble Gerry de Souza has been awarded a two-year drilling contract by Esso Exploration and Production Nigeria, potentially adding $292 million to the backlog [5]. - Additional contracts include two rig years awarded by ExxonMobil in Guyana, extending operations through February 2029, and a workover contract for Noble BlackRhino in the U.S. Gulf [5]. - Noble Endeavor has secured an 11-well contract in South America, while Noble Developer has a three-well contract with bp in Trinidad, both expected to commence in late 2026 and Q1 2027 respectively [5]. Company Overview - Noble Corporation is a leading offshore drilling contractor with a modern and versatile fleet, engaged in contract drilling services since 1921 [4][6].

Core Insights - Noble Plains Uranium Corp. has announced significant results from its drilling program at the Duck Creek Project, including the highest-grade uranium intercept recorded to date, indicating strong mineralization across the roll-front system [1][2][3] Drilling Results - The standout result from the drilling program was from hole 25-21-096, which intersected 35.5 feet of 0.202% eU₃O₈, with a high-grade core of 4.0 feet at 0.501% eU₃O₈ [2] - Other notable results include hole 25-21-095 with 26.5 feet of 0.083% eU₃O₈ and hole 25-21-089 with 25.0 feet of 0.069% eU₃O₈ [2] - The overall success rate of the drilling program is 80%, aligning closely with the company's geological model and industry standards for ISR-amenable deposits [3] Company Strategy and Outlook - The company aims to convert drill results into a meaningful uranium resource, with plans to deliver its first NI 43-101 compliant resource later this spring [7][9] - Noble Plains is focused on building a growing inventory of U.S.-based uranium pounds in known production areas, benefiting from a strengthening uranium price environment [9] Drilling Program Overview - The Duck Creek drill program is permitted for up to 37,400 feet across approximately 150 holes, with three key objectives: confirmation of historic data, expansion of shallow mineralization, and first-ever drilling of the Fort Union Formation [10][11][12] - The exploration target outlined in a Technical Report ranges from 2.37 million tons at 0.03% U₃O₈ to 5.45 million tons at 0.05% U₃O₈, based on historical data [13] Technical Aspects - The drilling is conducted using a truck-mounted mud-rotary rig, with geophysical logging performed by Hawkins CBM Logging [15] - The reported uranium grades are based on equivalent uranium (eU₃O₈) from gamma-ray probes, with thickness and grade cutoffs applied [14]

Core Viewpoint - The current market conditions present a buying opportunity for dividend stocks like Noble Corporation, Booz Allen Hamilton, and United Parcel Service, which are undervalued despite their solid fundamentals [1][2]. Noble Corporation (NE) - Noble Corporation is a major offshore drilling contractor with a stock price recovery underway, currently down from highs above $53, making it a solid recovery bet [3][5]. - The company benefits from favorable government policies and the potential opening of Venezuela's oil reserves, which are the largest in the world at approximately 303 billion barrels [4]. - Noble Corporation has a $7 billion backlog, exceeding its $5.13 billion market cap, and a free cash flow per share of $2.44, comfortably covering its $0.50 quarterly dividend [5]. Booz Allen Hamilton (BAH) - Booz Allen Hamilton is a tech company primarily serving government intelligence agencies, with a market cap of $11.65 billion and significant growth potential despite recent revenue declines [6][7]. - The stock is down over 47% since November 2024 due to budget cuts affecting government contracts, but revenue is projected to recover from $11.37 billion in FY 2026 to growth in FY 2027 [8]. - The company has reported earnings surprises for the past four quarters, and while the dividend yield is 2.28%, there is an anticipated upside of approximately 50% in the coming year [9]. United Parcel Service (UPS) - United Parcel Service is a well-known shipping company that has seen its stock price drop from $213 to $83 since 2021, but it is now recovering and expected to exceed $150 [11]. - The company's revenue growth has been modest, with a 0.12% increase in 2024 and expected declines of 3.21% in 2025 and 0.2% in the current year, largely due to the post-COVID e-commerce boom [12]. - UPS carries over $15 billion in net debt, impacting its bottom line, but improvements are expected as the Federal Reserve begins to cut rates, making its over 6% dividend yield more attractive [13].

Core Viewpoint - Hara Capital LLC has initiated a new position in Noble Corporation by acquiring 173,597 shares during the fourth quarter, indicating a strategic investment in the offshore drilling sector [2][3][10]. Company Overview - Noble Corporation operates a global fleet of offshore drilling units, providing contract services to major oil and gas producers worldwide [9]. - The company reported a total revenue of $3.4 billion and a net income of $226.7 million for the trailing twelve months (TTM) [5]. - Noble Corporation offers a dividend yield of 6.1% [5]. Investment Details - Hara Capital's acquisition of 173,597 shares was valued at $4.9 million at the end of the fourth quarter, representing 2.7% of Hara Capital's 13F reportable assets under management [6][10]. - This new position became the sixth-largest equity holding for Hara Capital as of the end of 2025 [10]. - As of January 14, shares of Noble Corporation were priced at $32.58 [8]. Business Model - Noble Corporation generates revenue by leasing drilling rigs and related services to oil and gas exploration and production companies on a contract basis [11]. - The company primarily serves global oil and gas companies seeking offshore drilling solutions for exploration and production projects [11].

Core Viewpoint - Noble Plains Uranium Corp. has announced positive drill results from its Duck Creek Project, indicating consistent uranium mineralization and a high success rate of 85% in meeting industry-standard thresholds for Wyoming ISR deposits, which enhances confidence in the project's geological model and reduces risk as it progresses towards a scalable uranium resource [2][3][6]. Drill Results - The latest drill results show a success rate of 85%, with significant intersections including hole 25-21-069, which intersected 26 feet of 0.117% eU3O8, and hole 25-21-079, which intersected 19.5 feet of 0.137% eU3O8 [3][4][5]. - The average grade of the new results is 0.069% eU3O8, which is 38% higher than the upper range of the exploration target of 0.05% eU3O8 outlined in the August 2025 Technical Report [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: confirming historic data, expanding shallow mineralization, and the first-ever drilling of the Fort Union Formation [8][9][10]. - The program aims to verify 1,317 historic intercepts and extend mineralized boundaries along a 3-mile-long roll-front corridor [8][9]. Future Outlook - With more than half of the planned drilling completed, the company is well-positioned to continue building confidence and scale, aiming for its first NI 43-101 compliant uranium resource later in the spring [14].

Company Overview - Proactive is a financial news publisher that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company operates with a team of experienced and qualified news journalists, ensuring independent content production [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The news team delivers insights across various sectors, including biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Adoption - Proactive is recognized for its forward-looking approach and enthusiastic adoption of technology to enhance workflows [4] - The company utilizes automation and software tools, including generative AI, while ensuring that all content is edited and authored by humans [5]

Core Insights - Noble Plains Uranium Corp. has announced the completion of twenty additional drill holes at its Duck Creek Project, demonstrating strong mineralization and supporting the advancement towards a compliant uranium resource in 2026 [1][2]. Drill Results - The latest drill results show significant mineralization, with notable intersections including: - Hole 25-28-047: 17.5 feet of 0.072% eU3O8, including 6.0 feet of 0.142% eU3O8 - Hole 25-21-053: 22.5 feet of 0.063% eU3O8, including 4.0 feet of 0.201% eU3O8 - Hole 25-21-058: 22.0 feet of 0.051% eU3O8, including 3.0 feet of 0.118% eU3O8 - Hole 25-21-059: 8.0 feet of 0.165% eU3O8, including 3.0 feet of 0.136% eU3O8 [2][3]. Geological Model and Resource Estimation - The drilling program has covered a strike length of approximately 1.5 kilometers (0.93 miles) and is maintaining a Grade-Thickness (GT) of 17% better than the higher end of the Exploration Target range outlined in the Duck Creek NI43-101 report [6]. - The exploration target ranges from 2.37 million tons at 0.03% U₃O₈ to 5.45 million tons at 0.05% U₃O₈, based on GT values of 0.2 and 0.598 respectively [6]. Drilling Program Objectives - The ongoing drill program is structured around three key objectives: 1. Confirmation of historic data through 16 holes 2. Expansion of shallow mineralization with approximately 130 holes 3. First-ever drilling of the Fort Union Formation with 10 holes [8][10][12]. Market Context - The uranium market is tightening, with increasing long-term contracting and spot prices, making projects that demonstrate scale and continuity more valuable [5][6]. Future Outlook - Noble Plains will continue to report results in batches as the drilling program progresses, with expectations of advancing towards its first compliant uranium resource [14].

Core Insights - BASF SE's vegetable seeds brand, Nunhems, has agreed to acquire Noble Seeds Pvt. Ltd., enhancing its position in India's vegetable seed market [1][8] - The acquisition is expected to close by the end of Q1 2026, pending statutory approvals [1][8] - Financial terms of the deal were not disclosed [1] Summary by Category Acquisition Details - The acquisition will add cauliflower and radish to BASF Nunhems' existing portfolio, which includes crops like hot peppers, watermelons, gourds, and tomatoes [2][8] - Noble Seeds is recognized as one of India's fastest-growing vegetable seed companies, specializing in hybrids of key crops [3] Strategic Goals - The combination of BASF Nunhems' breeding expertise and Noble's regional market knowledge aims to establish a market leadership position in India [4] - Both companies will operate independently until the integration is complete, ensuring continuity for customers and partners during the transition [4] Market Performance - BASFY's shares have increased by 20.6% over the past year, contrasting with a 14.3% decline in the industry [5]