To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh. ...

Core Points - Appia Rare Earths & Uranium Corp. has signed a 30-day investor awareness campaign agreement with ShareholdersIPR LLC, which will include a research report and social media dissemination [1][2] - The campaign is set to begin on November 6, 2025, at a cost of USD $2,950, with no shares or options issued to ShareholdersIPR as part of the engagement [2] - Appia is proceeding with a transaction involving Ultra Rare Earth Inc., where Ultra will acquire a 50% interest in Appia Brasil Rare Earths Mineracao Ltda, which holds the PCH Project in Brazil [4][5] - The transaction is expected to close on October 31, 2025, with Ultra investing USD $2 million in a private placement at a price of $0.50 (Cdn) per unit [5] - The company has accelerated the expiry date of certain common share purchase warrants due to the stock closing at a price of at least $0.25 for ten consecutive trading days [6] - Appia holds rights to acquire up to a 70% interest in the PCH Ionic Adsorption Clay Project in Brazil and is also focused on high-grade critical rare earth elements and uranium exploration in various locations [7] - The company has 177 million common shares outstanding and 213.9 million shares fully diluted [8]

Core Insights - Wall Street anticipates a year-over-year increase in earnings for Potlatch (PCH) due to higher revenues, with a focus on how actual results compare to estimates impacting stock price [1][2] - The earnings report is set to be released on November 3, and better-than-expected results could drive the stock higher, while disappointing results may lead to a decline [2] Earnings Estimates - Potlatch is expected to report quarterly earnings of $0.15 per share, reflecting a significant year-over-year increase of +275% [3] - Revenue projections stand at $289.5 million, indicating a 13.5% increase from the previous year [3] Estimate Revisions - The consensus EPS estimate has been revised down by 508.33% over the last 30 days, indicating a reassessment by analysts [4] - The Most Accurate Estimate for Potlatch aligns with the Zacks Consensus Estimate, resulting in an Earnings ESP of 0% [12] Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that a positive or negative reading indicates the likelihood of actual earnings deviating from consensus estimates, with a strong predictive power for positive readings [9][10] - Potlatch's current Zacks Rank is 4, which complicates predictions of an earnings beat [12] Historical Performance - In the last reported quarter, Potlatch exceeded expectations by delivering earnings of $0.09 per share against an expected $0.07, resulting in a surprise of +28.57% [13] - Over the past four quarters, Potlatch has beaten consensus EPS estimates three times [14] Market Context - The earnings performance of Potlatch may not solely dictate stock movement, as other factors can influence investor sentiment [15] - Despite not appearing as a compelling earnings-beat candidate, other market factors should be considered when evaluating Potlatch ahead of its earnings release [17]

Core Insights - Longleaf Partners Fund reported a return of -0.33% in Q3 2025, underperforming the S&P 500's 8.12% and the Russell 1000 Value's 5.33% [1] - The fund focuses on investments in real assets and brands that generate growing free cash flow (FCF) per share, with expectations of an increase in FCF multiple from ~10x to the mid-teens [1] - The fund highlighted PotlatchDeltic Corporation as a key investment, which has a market capitalization of $3.27 billion and a one-month return of 5.57% [2] Investment Highlights - PotlatchDeltic Corporation is a Real Estate Investment Trust (REIT) owning nearly 2.1 million acres of timberlands, with shares gaining 0.50% over the last 52 weeks [2] - The fund expressed excitement over the merger of PotlatchDeltic Corporation and Rayonier, viewing it as a win/win scenario with real synergies that enhance the value per share of the combined entity [3] - Both PotlatchDeltic and Rayonier were acquired at large discounts, presenting multiple avenues for growth [3]

Core Points - Appia Rare Earths & Uranium Corp. has initiated a diamond drilling program at Target IV in Goiás State, Brazil, aiming to extend and delineate high-grade rare-earth elements (REE) mineralization [1][3] - The diamond drilling program will consist of at least 600 meters across three drill holes, each 200 meters deep, expected to be completed within approximately 25 days [3][4] - The company plans to update its Mineral Resource Estimate (MRE) following the completion of the current drilling programs, with an updated MRE anticipated by the end of Q1 2026 [4] Company Developments - The company has accelerated the expiry date of remaining common share purchase warrants, with 456,250 warrants already exercised and 12,150,000 remaining warrants set to expire if unexercised by November 19, 2025 [5][8] - Appia is involved in a transaction with Ultra Rare Earth Inc., which will acquire a 50% interest in Appia Brasil Rare Earths Mineracao Ltda, with closing scheduled for October 31, 2025 [9][10] - Ultra is required to invest US$2 million into a private placement, which will be used for general working capital [10] Technical Information - The high-grade mineralization previously discovered included 92,758 ppm or 9.28% Total Rare Earth Oxides (TREO) over 2 meters [3] - The company is also conducting drilling in the Ionic Clay zone with two auger drills, with assay results to be released after analysis [3][4] - The technical information has been reviewed by a Qualified Person as defined by National Instrument 43-101 [5]

Core Insights - PotlatchDeltic Corp. is a real estate investment trust focused on timberlands, wood product manufacturing, and real estate development [1] Financial Performance - The company is set to report Q3 2025 earnings on November 3, with analysts expecting EPS of $0.23, an increase from $0.04 in the prior-year period [2] - Quarterly revenue is anticipated to reach $296.42 million, up from $255.13 million a year earlier [2] - For Q2 2025, PotlatchDeltic reported adjusted EPS of $0.09, below the consensus estimate of $0.15, while revenues of $274.99 million exceeded the consensus of $265.35 million [7] Historical Investment Performance - If an investor had purchased PotlatchDeltic stock 10 years ago at approximately $29.60 per share, a $10,000 investment would have grown to $14,368 based on stock price appreciation alone [3] - The company has paid about $26.22 in dividends per share over the last 10 years, resulting in $8,858 from dividends alone [4] - The total value of the investment after 10 years would be $23,226, representing a total return of 132.26%, which is significantly lower than the S&P 500 total return of 288.90% for the same period [5] Dividend Information - PotlatchDeltic's current dividend yield is 4.28% [4] Future Outlook - The company has a consensus rating of "Buy" with a price target of $49.25, indicating a potential upside of nearly 16% from the current stock price [7] - CEO Eric Cremers expressed confidence in the long-term fundamentals supporting demand for their products, despite challenges in the wood products segment due to soft demand [8]

Core Viewpoint - The proposed sale of PotlatchDeltic Corporation to Rayonier Inc. is under investigation to assess the fairness of the transaction for shareholders [1] Company Overview - PotlatchDeltic Corporation shareholders will receive 1.7339 common shares of Rayonier for each share they own in PotlatchDeltic as part of the proposed transaction [1]

Core Viewpoint - Halper Sadeh LLC is investigating the fairness of the sale of TrueCar, Inc. to Fair Holdings, Inc. at a price of $2.55 per share for TrueCar shareholders [1]. Group 1: Investigation Details - The investigation focuses on whether TrueCar and its board of directors violated federal securities laws or breached fiduciary duties by not obtaining the best possible consideration for shareholders [3]. - Concerns include whether Fair Holdings is underpaying for TrueCar and if all material information necessary for shareholders to assess the merger consideration has been disclosed [3]. Group 2: Potential Actions - On behalf of TrueCar shareholders, Halper Sadeh LLC may seek increased consideration, additional disclosures, and other relief related to the proposed transaction [4].

Core Viewpoint - Rayonier announced the acquisition of PotlatchDeltic in an all-stock deal, valuing the combined company at $7.1 billion, or $8.2 billion including debt, creating one of the largest lumber companies in the US [1] Industry Overview - The timber industry is facing significant challenges in 2025, with fluctuating prices due to tariffs and trade war uncertainties, alongside crashing demand from a stagnant housing market [2] - Lumber futures dropped 24% from a three-year high in August to a seven-month low in September, with the US Lumber Coalition describing the current market conditions as the worst ever [3] Tariffs Impact - A new round of tariffs on imported lumber and wood products is expected to significantly impact Canada's lumber industry, with softwood lumber facing an effective tariff rate of 45% [3] - The protectionist measures could potentially benefit Rayonier and PotlatchDeltic, both operating as REITs, by bolstering their market position [3] Strategic Advantages - The merger will result in the combined ownership of 4.2 million acres of timberland across 11 states, along with seven wood product manufacturing sites and six lumber mills, positioning the new entity as the second-largest timberland owner in the US [6] - Both companies have also leased land to solar farm developers, with these deals projected to be ten times more profitable than traditional timber operations [4]

Core Points - Monteverde & Associates PC is investigating PotlatchDeltic Corporation's proposed sale to Rayonier Inc., where PotlatchDeltic shareholders will receive 1.7339 common shares of Rayonier for each share of PotlatchDeltic [1] - Upon completion of the transaction, PotlatchDeltic shareholders will own approximately 46% of the combined company, raising questions about the fairness of the deal [1] Company Information - Monteverde & Associates PC is recognized as a Top 50 Firm in the 2024 ISS Securities Class Action Services Report and has recovered millions for shareholders [1] - The firm operates from the Empire State Building in New York City and has a successful track record in trial and appellate courts, including the U.S. Supreme Court [2] Contact Information - Contact details for Juan Monteverde, Esq. include an office located at the Empire State Building, New York, NY, with a phone number of (212) 971-1341 [3]