I give a buy rating for BE Semiconductor Industries N.V. ( OTC:BESIY ) as I believe it is well positioned to capitalize on AI adoption and the pivot to advanced packaging. With a clearI’m a fundamental, valuation-driven investor with a strong focus on identifying businesses that have the potential to scale over time and unlock massive terminal value. My investment approach centers around understanding the core economics of a business—its competitive moat, unit economics, reinvestment runway, and management ...

Marc Benioff, Chairman & CEO of Salesforce, speaking on CNBC's Squawk Box outside the World Economic Forum in Davos, Switzerland on Jan. 22nd, 2025.Salesforce is accelerating its use of artificial intelligence in automating workloads, according to CEO Marc Benioff."All of us have to get our head around this idea that AI could do things, that before, we were doing, and we can move on to do higher value work," he said in an interview with Bloomberg's Emily Chang, noting that the technology currently accounts ...

Core Points - The Founder, Chairman & CEO of Nordic American Tankers Ltd, Herbjorn Hansson, purchased 100,000 shares at a price of $2.74 per share, increasing his total holdings to 4,950,000 shares [1] - Following this transaction, the Hansson family collectively holds 10 million shares, making them the largest private shareholder group in the company [1]

Key Takeaways E is constructing a 1.585 MWp solar plant in Pocenia to power Modine's thermal and cooling systems. The 10-year EPC deal lets Modine access fixed-cost clean energy with no upfront investment. E previously built two solar systems for Modine and plans to triple renewables to 10 GW by 2028.Plenitude, the multi-energy subsidiary of Eni S.p.A (E) , has partnered with global thermal management company Modine for the construction of a new solar power plant in Pocenia, Udine. The photovoltaic facili ...

Key Takeaways CEG's 2025 and 2026 EPS estimates rose 0.75% and 3.78% in 60 days, while DUK's were flat or slightly down. Constellation Energy posts a 21.93% ROE versus Duke Energy's 9.88%, signaling more efficient capital use. CEG plans $3B-$3.5B in capex through 2026, with 35% targeting nuclear fuel to meet rising energy demand.Nuclear power plants are known for their high-capacity factor, meaning they can operate at or near their maximum output for a long time. Nuclear energy offers a significant advant ...

Key Takeaways PSX plans to produce CARB gasoline at its Ferndale refinery to boost California fuel supply. The move follows PSX's decision to shut down its 139,000 bpd Los Angeles refinery this year. PSX is working with state officials and exploring imports to maintain California market supply.Phillips 66 (PSX) , a leading integrated energy company, is considering producing CARB gasoline at its Ferndale refinery in Washington. CARB gasoline is a cleaner-burning fuel that can help improve air quality as it ...

Key Takeaways PAAS' Q1 silver AISC was $13.94, a 16% drop year over year and well below its $21.00-$22.25 guidance. Cost gains came from La Colorada's ventilation upgrades and Cerro Moro's gold by-product credits. Planned MAG Silver deal may cut AISC further with Juanicipio's $6.00-$8.00 projected cost range.Pan American Silver Corp. (PAAS) impressed with notable declines in costs for its silver segment in the first quarter of 2025. The segment’s All-in Sustaining Costs (AISC) per silver ounce came in at ...

Core Insights - Palantir Technologies is experiencing significant growth in 2025, with an investment of $1,000 at the beginning of the year now valued at approximately $1,900.52, reflecting a gain of over 90% year-to-date [1] - The stock price closed at $142.90 on June 25, 2025, and continued to rise in pre-market trading, reaching $144.65, an increase of 1.22% [2] Strategic Partnerships - The increase in Palantir's stock price is partly attributed to strategic partnerships, including a notable five-year, $100 million deal with The Nuclear Company signed on June 26 [3] - This partnership represents the first application of Palantir's software in the development of next-generation nuclear energy infrastructure, emphasizing its significance in the industry [4] - The collaboration aims to create an AI-powered Nuclear Operating System (NOS) to enhance the safety, speed, and cost-efficiency of nuclear reactor construction through a data-driven approach [4]

Core Insights - The company has made significant progress on strategic priorities despite not meeting initial financial expectations for the year [3][5] - The company anticipates EBITDA for 2025/26 to be in the range of mDKK 130-160 and profit before tax between mDKK 30-60 [2] - The decision to opt out of unprofitable private label contracts in Germany is expected to negatively impact short-term volume but will enhance overall profit margins [4] Financial Performance - Net revenue for 2024/25 was mDKK 1,823, consistent with the previous year [8] - EBITDA for 2024/25 decreased to mDKK 142 from mDKK 158, primarily due to increased costs in sales, distribution, and production, resulting in an EBITDA margin of 7.8% [8] - Profit before tax was mDKK 56, aligning with the company's expectations of mDKK 50-60 [8] - The net result after tax was a profit of mDKK 47 million, with positive cash flow from operations at mDKK 86 [8] Strategic Initiatives - The company is focused on enhancing efficiency and competitiveness through various strategic projects aimed at supporting expected sales growth [5] - The management team is recognized for their efforts in driving strategic priorities, with a notable mention of the CPO, Vibeke Harboe Malling, who will transition to the Board of Directors [6][7] - The Board of Directors plans to propose a dividend of DKK 2.00 per share for the financial year 2024/25 at the upcoming Annual General Meeting [8]

Core Viewpoint - Black Gold Exploration Corp. (BGX) has announced a significant development in its strategic partnership with LGX Energy Corp., focusing on the drilling and development of 20 to 25 additional wells in the Illinois Basin, leveraging its 10% interest in the Fritz 2-30 well and surrounding Area of Mutual Interest (AMI) [1][2]. Group 1: Development Strategy - The AMI includes a corridor of oil-bearing leases within the Illinois Basin, where 3D seismic technology has been utilized to map subsurface structures, leading to the identification of high-potential drilling locations [2]. - The Fritz 2-30 well serves as a template for the multi-well development strategy, having validated the seismic analysis and demonstrated the potential for further development [2][4]. Group 2: Production Insights - The Fritz 2-30 well produced over 500 barrels in its first 10 days of production, although production is currently offline for further drilling to access additional pay zones [3]. - A detailed update on production is expected once the company receives its first payout from the Fritz 2-30 well, anticipated next quarter [3]. Group 3: Financial Considerations - BGX is expected to participate in up to 10% of each new well developed in the AMI, with estimated costs for drilling and development ranging from $25,000 to $45,000 (USD) per well [4]. - The company aims to bring the 20+ wells online by the end of 2026 and plans to fund its share of the developments through additional capital raises [4].