This marks our first coverage of an infrastructure-focused energy player, presenting what we view as a distinctive and attractive opportunity. We initially identified this company while analyzing the recent cooperation announcement between YPF and Eni —a group we’ve beenBuy-side hedge professionals conducting fundamental, income oriented, long term analysis across sectors globally in developed markets. Please shoot us a message or leave a comment to discuss ideas.DISCLOSURE: All of our articles are a matter ...

Core Viewpoint - The establishment of Green Metals Battery Innovations, LLC, a joint venture between LG Energy Solution and Toyota Tsusho Corporation, aims to enhance battery recycling efforts and promote a circular economy in the battery supply chain [1][5][9]. Company Overview - LG Energy Solution is a leading global manufacturer of lithium-ion batteries, with over 69,600 patents and a commitment to achieving carbon neutrality by 2050 [7]. Joint Venture Details - The joint venture will construct a pre-processing plant in Winston-Salem, North Carolina, to extract black mass from battery production scrap [1][9]. - The facility is expected to commence operations in 2026, with a processing capacity of 13,500 tons of scrap annually, equivalent to over 40,000 automotive batteries [3][9]. Recycling Process - The pre-processing plant will dismantle and shred battery production scrap to extract valuable raw metals such as nickel, cobalt, and lithium [2][4]. - The extracted black mass will undergo a post-processing stage to recover raw materials for new battery production, aiming to establish a closed-loop system [4][9]. Environmental Impact - The collaboration seeks to drive down carbon emissions through circular economy initiatives, enhancing the recycling infrastructure in North America [5][6].

VANCOUVER, British Columbia, June 18, 2025 (GLOBE NEWSWIRE) -- Ascot Resources Ltd. (TSX: AOT; OTCQX: AOTVF) (“Ascot” or the “Company”) reports that at its annual general meeting (the "AGM") held on June 18, 2025, Ascot's Shareholders approved by majority: to set the number of directors at six (6), to elect all six directors standing for election; to re-appoint PricewaterhouseCoopers LLP as the Company's auditor; and the philosophy and design of the Company’s executive compensation. Detailed results of the ...

Shares of Arch Capital (NASDAQ: ACGL ) have been a poor performer over the past year, losing 9% of their value, as the company has dealt with increased Bermuda income taxes and losses from the California wildfires. Additionally, its small mortgage insurance may beOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a question for an ...

Core Points - Questerre Energy Corporation held its annual meeting of shareholders on June 18, 2025, where all matters presented for approval were approved [1] - The number of directors to be elected was fixed at six, and all five nominees were elected with high approval rates, ranging from 99.92% to 99.95% [2] - Ernst & Young LLP was appointed as the auditors of the Company until the next annual meeting, with the directors authorized to fix their remuneration [2] - The shareholder rights plan proposed in the Management Information Circular was also approved [3] - Questerre is focused on energy technology and innovation, aiming to transition its energy portfolio responsibly while balancing economics, environment, and society [4][5]

Group 1 - Evolution Petroleum (NYSE: EPM) is characterized as a small-cap oil and gas company with modest production and a focus on profitability rather than aggressive expansion [1] - The company does not aim to be the largest player in the industry, instead prioritizing steady profitability [1] - The investment strategy highlighted involves a blend of fundamental momentum, technical chart structure, and sentiment analysis to identify high-potential stocks [1]

Shares of DoubleVerify (NYSE: DV ) have been under pressure so far this year as the business has had to deal with headwinds related to the loss of revenue from aAn individual investor primarily focused on undercovered companies, with more than 50 companies on my watchlist. My areas include technology, software, electronics and the energy transition. I have been investing my personal capital for over 7 years in a broad range of companies globally. Through my years of analyzing countless companies, I have acc ...

Core Viewpoint - Tempus AI, Inc. is facing a securities class action lawsuit for failing to disclose material information during the class period, which has led to a significant drop in its stock price [3][5]. Group 1: Lawsuit Details - Investors have until August 12, 2025, to file lead plaintiff applications if they purchased shares between August 6, 2024, and May 27, 2025 [1]. - The lawsuit is pending in the United States District Court for the Northern District of Illinois [1]. - The case is identified as Shouse v. Tempus AI, Inc., et al., No. 25-cv-06534 [5]. Group 2: Allegations Against Tempus - Tempus and its executives are accused of violating federal securities laws by not disclosing critical information during the class period [3]. - Spruce Point Capital Management reported several issues, including overstated AI capabilities, a history of executives cashing out before losses, and aggressive accounting practices [4]. - Concerns were raised regarding the AstraZeneca and Pathos AI deal, as well as a recent revision in financial guidance indicating weaknesses in core operations [4]. Group 3: Market Reaction - Following the news of the lawsuit and allegations, Tempus' share price fell by $12.67, or 19.23%, from $65.87 to $53.20 on May 28, 2025 [5].

Core Points - Sierra Madre Gold and Silver Ltd. held its Annual General Meeting on June 18, 2025, in Vancouver, British Columbia, where shareholders voted on several key motions [1] - A total of 75,415,346 votes were cast, representing 48.989% of the total shares outstanding eligible to vote [2] Election of Directors - The number of directors was set at five, with 99.959% of shares voting in favor [3] - Individual director nominees received the following support: - Alexander Langer: 99.871% for, 0.129% abstain - Greg Smith: 99.952% for, 0.048% abstain - Alejandro Caraveo-Vallina: 99.958% for, 0.042% abstain - Jorge Ramiro Monroy: 99.946% for, 0.054% abstain - Sean McGrath: 99.960% for, 0.040% abstain [4] Appointment of Auditors - Shareholders re-appointed Davidson & Company LLP as auditors, with 99.954% of shares voting in favor [5] Approval of Stock Option Plan - The current 10% Rolling Stock Option Plan was approved by shareholders, with 99.936% of shares voting in favor [6] Company Overview - Sierra Madre Gold and Silver Ltd. is focused on the Guitarra mine in the Temascaltepec mining district, Mexico, and the Tepic property in Nayarit, Mexico [7] - The Guitarra mine is a permitted underground mine with a processing facility that restarted commercial production in January 2025 [7] - The Tepic Project covers over 2,600 hectares and hosts low-sulphidation epithermal gold and silver mineralization with an existing historic resource [8]

Core Insights - Malibu Boats continues its partnership with General Motors, naming Chevrolet as the Official Vehicle Brand, enhancing their collaboration in the boating industry [2][4] - The partnership focuses on the vertical integration of the Monsoon Line of engines, which are exclusively designed for Malibu and Axis Boats [3][4] - This collaboration aims to leverage advanced technology to improve performance, fuel economy, and reliability in boating experiences [3][6] Company Overview - Malibu Boats, Inc. is a leading designer and manufacturer of recreational powerboats, holding a significant market position in various categories including performance sport boats and sterndrive boats [7] - The company is recognized for its innovation in the powerboat industry, catering to a diverse range of recreational boaters and water sports enthusiasts [7] Partnership Details - The partnership will support Malibu's initiatives such as the Malibu Just Ride Tour and WakeFest TN, ensuring the brand remains at the forefront of the boating industry [4] - Chevrolet's vehicles, including the Silverado and Tahoe, are popular among boat owners, reinforcing the synergy between the two brands [4]