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Naughty Ventures Acquires Claims Adjacent to Q2 Metals Cisco Lithium Discovery in Quebec
TMX Newsfile· 2025-12-23 14:40
Vancouver, British Columbia--(Newsfile Corp. - December 23, 2025) - Naughty Ventures Corp. (CSE: BAD) (FSE: 5DEO) (OTC Pink: YORKF) ("Naughty Ventures" or the "Company") is pleased to announce that it has staked a strategic 7,207-hectare land package, hereinafter referred to as the Green Lightning Lithium Project, directly adjoining Q2 Metals Corp. ("Cisco") emerging lithium project in the Frotet Evans Greenstone Belt, located in Quebec.Figure 1: Naughty Ventures' Green Lightning Lithium Project adjacent t ...
Waymo's Disaster Helps Tesla
247Wallst· 2025-12-22 14:15
Waymo, the Alphabet Inc. (NASDAQ: GOOGL) autonomous driving operation, is widely considered the leader in the advance of self-driving car technology. Many believe its product is ahead of those of Tesla Inc. (NASDAQ: TSLA), GM, and Ford. Waymo-powered cars have logged over 100 million "fully autonomous miles.†It now operates, or will soon, in Phoenix, San Francisco, Los Angeles, Austin, Atlanta, Miami, District of Columbia, and Dallas. It also has limited tests in Tokyo. An incident during the recent blackou ...
X @The Wall Street Journal
The electric F-150 was an impressive pickup but failed one important test: the expectations game, WSJ’s @timkhiggins writes https://t.co/pYg72I0QNE ...
X @Nick Szabo
Nick Szabo· 2025-12-19 06:19
RT Brett Pike (@ClassicLearner)The autobiography of Henry Ford is one of the most informative and inspirational books I have ever read. https://t.co/jOTuIjaAAZ ...
Are QS' Expanding OEM Partnerships Gaining Real Traction?
ZACKS· 2025-12-18 16:36
Core Insights - QuantumScape Corp. has achieved a significant milestone by signing a new joint development agreement (JDA) with a top-10 global automaker, marking a key step in its commercial roadmap for 2025 [2][9] - The company has focused on expanding commercial engagement with multiple automakers, indicating growing interest in its solid-state battery technology beyond initial partners like Volkswagen [2][3] Company Developments - Over the past year, QuantumScape has made substantial progress, including expanding its collaboration with Volkswagen's PowerCo and signing JDAs with two major global automakers [3] - The company has also initiated a technology evaluation agreement with another large OEM, suggesting various stages of engagement with multiple automakers [3] - QuantumScape is building a broader ecosystem by partnering with Murata Manufacturing and Corning to develop high-volume ceramic separator production, which is essential for its solid-state battery design [4] Strategic Outlook - Management has described 2025 as a "banner year," focusing on creating a layered commercial pipeline that includes licensing, joint development, and technology validation [5] - With multiple OEMs actively involved, QuantumScape is entering 2026 with increasing industry validation [5] Competitive Landscape - Solid Power is developing long-term relationships with established automakers like BMW and Ford, focusing on all-solid-state battery technology [6] - SES AI is engaging in development partnerships with major automotive OEMs, applying its AI-for-Science platform to innovate new electrolyte materials for EV batteries [7] Market Performance - QuantumScape's shares have surged approximately 145% over the past six months, significantly outperforming the industry [8]
X @Bloomberg
Bloomberg· 2025-12-17 09:41
Ford canceled a 9.6 trillion won ($6.5 billion) agreement to purchase batteries from LG after the US automaker rolled back its EV ambitions https://t.co/gGEL82IoaJ ...
Ford stock price forecast after the $19.5 billion EV charge
Invezz· 2025-12-16 06:18
Ford stock price held steady at its highest since 2022 after the company admitted that its electric vehicle bet had backfired. It was trading at $13.65, up by nearly 70% from its lowest level in April this year, bringing its market capitalization to over $54 billion. Ford's EV bet has backfired Copy link to section The company also announced that it was canceling some of its planned EV products, including the upcoming F- series truck. Its F-150 Lightning will be the a hybrid, which will use its Extended Ran ...
CHARBONE Taps Air Liquide Veteran Ahead of First Revenue from Flagship Project
Thenewswire· 2025-12-09 12:25
Core Insights - CHARBONE CORPORATION is enhancing its clean Ultra High Purity hydrogen production capabilities with the addition of Jean Watelle, a seasoned engineer with over 25 years of experience in technical and manufacturing management [1][2][3] - The company is preparing for its first revenue generation from its flagship project in Sorel-Tracy, Quebec, focusing on efficient operations and strategic growth to increase shareholder value [3] Company Overview - CHARBONE is a North American producer and distributor specializing in clean Ultra High Purity hydrogen and strategic industrial gases, with a modular approach to developing a network of clean hydrogen production facilities [1][3] - The company aims to support the global transition to a lower-carbon economy by providing accessible, decentralized clean hydrogen and specialty gas solutions, while also addressing the needs of underserved industrial gas customers [3]
Carvana's 12,000% Comeback: Shares Jump After Joining S&P 500
Forbes· 2025-12-08 15:55
Core Viewpoint - Carvana's stock has surged following its announcement to be added to the S&P 500, marking a significant turnaround for the company, which now has a market value exceeding that of Ford and General Motors [1] Group 1: Stock Performance - Carvana's shares rose by 7.2% to approximately $429, achieving a new all-time high and extending a 10-day winning streak of 38% [2] - The stock's recent increase is attributed to the S&P Dow Jones Indices' announcement regarding Carvana's inclusion in the S&P 500 as part of the quarterly rebalance [2] Group 2: Market Capitalization - Carvana's market value has skyrocketed by over 12,000% since its all-time low of $3.55 on December 7, 2022, reaching $86.6 billion as of the latest share price [4] - This market valuation positions Carvana ahead of traditional automakers, with Ford valued at $51.9 billion and General Motors at $72.2 billion [4] Group 3: Index Changes - Carvana will join the S&P 500 alongside CRH and Comfort Systems USA, replacing LKQ, Solstice Advanced Materials, and Mohawk Industries [3]
Dana (NYSE:DAN) Conference Transcript
2025-12-03 19:02
Summary of Dana (NYSE:DAN) Conference Call - December 03, 2025 Company Overview - **Company**: Dana, Inc. - **Ticker**: NYSE:DAN - **Recent Transformation**: Dana is undergoing a transformation by selling its off-highway business and recapitalizing its balance sheet with the proceeds [1][9] Key Points Discussed Financial Guidance and Performance - **Fourth Quarter Guidance**: Dana is on track to meet its implied guidance for the fourth quarter despite headwinds from a fire at Novelis affecting Ford [2][3] - **Volume Trends**: There were volume decreases in October, but Ford is running more consistently, which is beneficial for Dana's operational efficiency [3][6] Market Outlook - **Light Vehicle Market**: Dana's largest customer is Ford, and the company sees a relatively flat overall market but potential upside if Ford resolves its issues [6][17] - **Commercial Vehicle Market**: The commercial vehicle market is not expected to recover significantly in the first half of 2026, but it has stabilized [23][25] Off-Highway Business Sale - **Separation Process**: The sale of the off-highway business is nearing completion, focusing on IT and physical separations to ensure a smooth transition for both Dana and Allison [9][10] - **Employee Transition**: A significant number of employees from the off-highway segment will transition to Allison, necessitating careful management of the separation process [12] Financial Strategy Post-Sale - **Deleveraging and Capital Return**: Dana plans to use approximately $2 billion for deleveraging and has announced a $1 billion capital return, with $500 million-$600 million already executed through stock buybacks [14][15] - **Stock Buybacks**: Dana has accelerated its stock buyback program, indicating confidence in the company's undervalued stock [15][16] Business Segments and Strategy - **Light Vehicle Driveline**: The light vehicle segment includes traditional products and is expected to grow in areas like battery and electronics cooling, particularly for electric vehicles (EVs) [18][32] - **Commercial Vehicle Strategy**: Dana is focusing on gaining market share with customers like Navistar and Volvo, despite a challenging macro environment [27][28] Cost Management and Efficiency - **Cost Reduction Initiatives**: Dana has identified $310 million in cost reductions, primarily in corporate and engineering functions, with further opportunities for efficiency improvements in manufacturing [44][46] - **Automation and Quality Improvements**: Investments in automation and AI are expected to enhance productivity and quality, particularly in plant operations [49][53] Working Capital Management - **Impact of Off-Highway Sale**: The off-highway business was the most working capital intensive segment, and its sale is expected to improve Dana's working capital dynamics [59][60] Metals Pricing and Supply Chain - **Metals Pricing Outlook**: Dana does not anticipate drastic changes in core metals pricing and has effective commodity recovery mechanisms in place [62][64] China Market Strategy - **Joint Ventures and EV Focus**: Dana has a joint venture with Dongfeng in the ICE commercial vehicle market and sees growth opportunities in the EV sector in China [70][71] Future Growth Opportunities - **Aftermarket Business**: Dana is focusing on expanding its aftermarket business, particularly in sealing products, to replicate its strong position in Europe within North America [75] Conclusion Dana is strategically positioning itself for future growth by divesting its off-highway business, focusing on core segments, and implementing cost management strategies. The company is optimistic about its light vehicle and commercial vehicle segments while navigating challenges in the broader market.