Key Takeaways Lamborghini drops its fully electric Lanzador, shifting the model to a PHEV strategy.Lamborghini cites limited demand and buyers' preference for V8 and V12 performance.VWAGY unit targets a fully hybrid lineup by 2030, delaying pure EV plans.Volkswagen (VWAGY) -owned Lamborghini has dropped plans to introduce its first fully electric vehicle (EV), marking a major shift in its electrification strategy. The move comes after an internal assessment of customer demand and overall market readiness fo ...

Core Viewpoint - Coeur Mining, Inc. (CDE) and Ero Copper Corp. (ERO) are benefiting from a favorable macro environment characterized by high gold prices driven by safe-haven demand, central bank purchases, and strong investment inflows, enhancing pricing and cash flow visibility [1]. Coeur Mining (CDE) - CDE produced approximately 112,429 ounces of gold and 4.7 million ounces of silver in Q4 2025, an increase from 87,149 ounces and 3.2 million ounces in the same quarter the previous year, indicating improved operational execution [3]. - Key mines such as Las Chispas, Palmarejo, Rochester, Kensington, and Wharf contributed significantly to production, with Las Chispas delivering 14,719 ounces of gold and 1.4 million ounces of silver, and Rochester contributing nearly 17,000 ounces of gold and 1.7 million ounces of silver [4][5]. - CDE's cash and cash equivalents reached $554 million at the end of December 2025, up by $55 million year-over-year, while total debt decreased to approximately $341 million from $590 million [7]. - The company is expected to enhance revenue visibility and support margin expansion due to higher output amid favorable metal prices [7]. Ero Copper (ERO) - ERO achieved record consolidated copper production of 19,706 tons in Q4 2025, a significant increase from 12,883 tons in Q4 2024, driven by improved mill throughput and operational stability [8]. - Gold production totaled 28,836 ounces, reflecting a strong year-over-year increase due to enhanced by-product output and processing performance [9]. - ERO's cash and cash equivalents were $66 million at the end of September 2025, with long-term debt at $571 million [13]. - The company is advancing key expansion projects, including the Furnas copper-gold project, which outlines a 24-year initial mine life with an average annual production of approximately 108,000 tons of copper equivalent over the first 15 years [12]. Price Performance & Valuation - CDE stock has surged 389.8% over the past year, while ERO has increased by 186.4% [17]. - CDE is trading at a forward 12-month earnings multiple of 12.17X, compared to ERO's 7.92X [18]. - The Zacks Consensus Estimate for CDE's 2026 sales implies a year-over-year growth of 120%, while ERO's estimates suggest a 46% increase [19][24]. Investment Considerations - CDE offers stable, cash-generative growth with a strong balance sheet and low debt, supported by operational improvements across multiple mines [26]. - ERO presents higher growth potential driven by record production and long-term projects, although it carries higher leverage and smaller cash reserves [26]. - Holding both stocks allows investors to balance stability and predictable cash flow from CDE with the growth and copper exposure from ERO [27].

Ad hoc announcement pursuant to Article 53 LR26 February 2026 – 06:30 AMThe Feintool Group’s business performance in the 2025 financial year reflects a market environment that remains challenging, with differing dynamics across regions and technologies. The global automotive market is growing at a low single-digit rate, while shifts in climate policy and subsidy schemes – particularly in the United States – are influencing investment decisions and the pace of electrification. At the same time, demand for in ...

Key Takeaways NXT's stock has surged 154% in a year, outpacing ARRY's 56% gain.Nextpower posted 34% Q3 revenue growth and raised full-year guidance.Array Technologies expects 2026 revenues to increase 17.8% as APA Solar boosts growth prospects.The demand for solar power is being fueled by improving cost competitiveness, along with global trends toward decarbonization and electrification. Solar remains the fastest-growing segment within renewable energy and has emerged as one of the most economical sources o ...

Key Takeaways Willdan posted 15% Q3 revenue growth and 65.8% EPS growth, fueled by electrification demand.WLDN trades at 24.68X forward earnings after a 238% rally, with EPS estimates unchanged.Tetra Tech raised FY26 guidance, expanded margins and grew backlog to $3.95 billion.The infrastructure consulting space is being reshaped by electrification, AI-driven data center expansion, water scarcity and defense modernization. Two companies well-positioned within this evolving landscape are Willdan Group, Inc. ...

C R E A T I N G A C O P P E R R O Y A L T Y C H A M P I O N F e b r u a r y 2 0 2 6 C S E | E V R C S E : E V R Cautionary Statements This confidential corporate presentation (the "Presentation") is a confidential document and is being provided to you by Evolve Strategic Element Royalties Ltd. (the "Company") solely for your information and may not be reproduced, in whole or in part, in any form or forwarded or further distributed to any other person. By accepting and reviewing this Presentation, you acknow ...

Key Takeaways Rio Tinto and BHP boost copper and iron ore output while advancing major growth projects.Rio Tinto achieved its first copper at Johnson Camp and sees 20.2% EPS growth for 2026.BHP raised fiscal 2026 copper guidance and advances Jansen potash toward 2027 start.Rio Tinto Group (RIO) and BHP Group Limited (BHP) are both familiar names operating in the Zacks Mining - Miscellaneous industry. As rivals, the companies are focused on the extraction of minerals including copper, zinc and iron, etc., an ...

The Energy segment faced margin pressure in Q4 due to unanticipated underground rock conditions on two 'sister' solar projects, which required unplanned labor and equipment expenditures.Management emphasizes a 'self-perform' labor model as a competitive advantage, allowing for better control over project timelines and quality in a constrained labor market.Renewables performance reached record levels despite navigating a volatile regulatory environment and project re-sequencing that pulled $500 million of re ...

Every market cycle creates a new group of instant experts who promise you the next hot trade, the next AI moonshot, or the one stock that will make you rich by Friday afternoon.Meanwhile, some of the smartest investors in the world keep doing the same quiet, disciplined work they have always done.Li Lu is one of those investors. He does not chase headlines, he does not run around predicting the economy, and he does not build portfolios stuffed with hundreds of positions just to look busy.Instead, he owns a ...

Core Insights - Toyota and Lexus have partnered with Treehouse to simplify the installation of home EV chargers for their customers, enhancing the ownership experience of battery electric vehicles (BEVs) and plug-in hybrid vehicles (PHEVs) [1] Group 1: Home Charging Solutions - Treehouse provides a comprehensive home installation process for Level 2 AC charging, managing everything from project scoping to installation in a single visit [1] - Customers can receive installation quotes within 48 hours using Treehouse's virtual scoping technology, which requires minimal input [1] - The collaboration aims to make home charging as easy and enjoyable as owning a Toyota or Lexus vehicle [1] Group 2: Charging Equipment and Features - All 2026 and newer Toyota and Lexus BEVs and PHEVs come with a dual-voltage 120V/240V AC home charger, allowing for both Level 1 and Level 2 charging [1] - The dual-voltage charging cable can charge a vehicle from approximately 10% to full capacity overnight under ideal conditions, with a maximum output of 7.7 kW [1] - A hardwired ChargePoint Home Flex Level 2 charger is also available, which can reduce charging time by up to 30% depending on the vehicle and setup [1] Group 3: Company Background - Toyota has been a significant player in North America for nearly 70 years, employing around 64,000 people and contributing to the design and assembly of nearly 49 million vehicles [1] - Treehouse has raised over $25 million in financing to support its mission of simplifying the electrification journey for various stakeholders [1]