Group 1 - The article highlights positive developments in the Wrangler brand, challenges faced by the Lee brand, and significant restructuring expenses [1] - The acquisition of Long-only investment is noted to have a full impact on the quarter, focusing on operational evaluations and long-term earnings potential [1] - Quipus Capital emphasizes a buy-and-hold investment strategy, prioritizing operational aspects over market-driven dynamics [1] Group 2 - The article indicates that most recommendations from Quipus Capital will be holds, reflecting a cautious approach in a bullish market [1] - A small fraction of companies are deemed suitable for a buy recommendation at any given time, underscoring a selective investment strategy [1]

Core Insights - Phoenix Group PLC has launched a 30MW hydropower-backed mining operation in Ethiopia, marking a significant expansion into Africa's energy-rich markets and aligning with its long-term strategy to scale to 1GW of compute capacity [1][2][8] Company Overview - Phoenix Group is a global leader in digital asset infrastructure and operates renewable-powered, high-efficiency mining facilities across five countries, with over 500MW deployed [9] - The company is headquartered in Abu Dhabi and is ranked among the world's top 10 Bitcoin miners [9] Strategic Partnership - The mining facility was developed in partnership with Ethiopian Electric Power (EEP), under the patronage of Abu Dhabi leadership, combining Ethiopia's renewable energy strengths with Phoenix's operational expertise [3][5] - This collaboration aims to support Ethiopia's digital and industrial objectives, including investment attraction and technology infrastructure development [5] Project Details - The site spans 6,250 square meters and is designed to support advanced mining and future compute workloads, utilizing stable, low-cost, and carbon-neutral hydropower from Ethiopia's national grid [4][8] - The new operation is expected to add 1.9 EH/S to Phoenix's existing hashrate [4] Market Position and Analyst Confidence - H.C. Wainwright has reaffirmed its Buy rating and AED 3.00 price target for Phoenix Group, citing strong self-mining margins and the company's expanding geographic footprint as a material step in derisking geographic concentration [6][7] - The activation of the Ethiopian site is seen as a major advancement in Phoenix's global growth strategy, reinforcing its commitment to renewable energy and responsible growth [5][8]

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Core Insights - German utility Uniper has implemented a hedging strategy by selling significant amounts of its future hydropower and nuclear output [1] Company Summary - Uniper has engaged in the sale of its future hydropower and nuclear production as part of a broader risk management approach [1]

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Core Insights - TORM reported its strongest quarterly results in 2025, highlighting the effectiveness of its integrated operating model and commitment to shareholder value [1][2]. Financial Results - In Q3 2025, TORM generated time charter equivalent earnings (TCE) of USD 236.4 million, down from USD 263.4 million in Q3 2024, reflecting a decrease of USD 27 million [4]. - Adjusted EBITDA for the group was USD 159.4 million in Q3 2025, compared to USD 190.9 million in the same period of 2024, a decline of USD 31.5 million [4]. - Net profit for Q3 2025 was USD 77.6 million, down from USD 130.7 million in Q3 2024, a decrease of USD 53.1 million [4]. - The average TCE rate for the quarter was USD 31,012 per day, a decrease of USD 2,710 from USD 33,722 in Q3 2024 [4][2]. Business Highlights - TORM completed the sale of two MR vessels and acquired a 2010-built LR2 vessel, with plans to acquire four additional MR vessels in Q4 2025, increasing the fleet size to 92 vessels [5]. - In July 2025, TORM secured financing commitments of up to USD 857 million to refinance existing loans and lease agreements, enhancing capital flexibility [6][7]. Dividend Distribution - The Board of Directors approved an interim dividend of USD 0.62 per share for Q3 2025, totaling an expected payment of USD 60.7 million, which corresponds to 78% of net profit [8]. Financial Outlook - As of October 31, 2025, TORM had covered 55% of Q4 2025 earning days at an average rate of USD 30,156 per day [9]. - For the full year 2025, TORM expects TCE earnings in the range of USD 875 million to USD 925 million, with EBITDA projected between USD 540 million and USD 590 million [11].

Hurricane Melissa became the most powerful storm on record to strike Jamaica in part because of water made hotter and air made wetter by global warming, a new analysis has found.The storm was also one of the strongest to ever form in the Atlantic, with winds reaching 185 mph shortly before making landfall in Jamaica. Those extreme wind speeds were five times more likely and 7% more intense because of climate change, according to the new analysis by World Weather Attribution, a scientific group that dissects ...

According to the How did key Australian Stock Exchange indices performSimilarly, the S&P/ASX 100 gained 0.3%, ending the session at 7,355.60, while the broader S&P/ASX 300 edged up 0.3% to 8,775.20, up from 8,749.90. Overall, the Australian equities market reflected steady upward momentum across all major indices.Live EventsASX 200: Here are top gainers and losersThe Australian share market saw notable swings among its leading stocks, with several companies posting strong gains while others faced significa ...

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Core Insights - The article introduces Joffrey Simonet as a new contributing analyst for Seeking Alpha, inviting individual investors to share their investment ideas for publication and potential earnings [1] Group 1 - The individual investor has over 5 years of experience managing a long-only portfolio, focusing on a range of investments from deep value to early-stage tech stocks, with a significant emphasis on semiconductors, AI compute/infrastructure, and emerging technologies [2] - The investment strategy is long-term, allowing winning investments to compound while maintaining positions in underperforming stocks for at least a year unless significant events challenge the investment thesis [2] - The investor pays close attention to long-term geopolitical and macro trends that could provide tailwinds for specific investment themes, which helps in maintaining conviction during market volatility [2]