Regulated information – inside information Nazareth (Belgium)/Rotterdam (The Netherlands), 26 February 2026 – 6:30PM Fagron completes strategic acquisition of Pharmavit Europe, strengthening its leadership in high‑growth nutraceutical ingredients across EMEA Fagron, the leading global player in pharmaceutical compounding, announces that it has completed the acquisition of Pharmavit Europe, a leading European distributor of nutraceutical raw materials based in the Netherlands. Pharmavit Europe supplies high- ...

Core Insights - Transocean Ltd. reported a strong financial performance for 2025, achieving a full-year adjusted EBITDA of $1.37 billion, reflecting a ~20% year-on-year increase [1] - The company is undergoing a strategic expansion with the acquisition of Valaris, expected to generate over $200 million in cost synergies and create a pro forma combined backlog of nearly $11 billion [1] Financial Performance - The adjusted EBITDA for 2025 was $1.37 billion, marking a ~20% increase compared to the previous year [1] - Transocean successfully removed $100 million in costs during 2025 and aims for an additional $150 million in reductions for 2026 [2] Strategic Initiatives - The acquisition of Valaris is a key strategic move, anticipated to enhance operational efficiencies and financial performance [1] - Management plans to reposition assets from lower-demand markets like the US Gulf to higher-demand regions in Africa and Asia [2] Market Outlook - The outlook for late 2026 and 2027 is positive due to rising exploration budgets and increased tendering activity [3] - However, the company faces near-term challenges, including potential idle time for specific rigs and prolonged negotiations with Petrobras [3] - Leadership remains confident in the cyclical recovery of offshore drilling, noting an increase in rig years awarded for larger development projects [3]

Core Insights - The record performance in 2025 was primarily driven by throughput growth in the Delaware and DJ Basins, along with the strategic acquisition of Aris Water Solutions [1] - Management views 2026 as a transition year due to a temporary reallocation of producer activity away from WES-serviced acreage in the Delaware Basin [1] - Natural gas throughput is facing challenges from third-party curtailments related to volatile Waha Hub pricing, which is expected to continue through mid-2026 [1] Financial Performance - The integration of Aris is ahead of schedule, achieving $40 million in targeted synergies, positioning WES as a leader in produced water solutions and beneficial reuse [1] - Aggressive cost-reduction initiatives have successfully lowered operations and maintenance expenses by over $100 million on an annualized basis from Q1 to Q4 2025 [1] Strategic Developments - Strategic contract renegotiations with Oxy, including the exchange of gas gathering contracts for WES units, have improved operating leverage and financial flexibility [1]

Core Viewpoint - The acquisition of Peel Mining by Aeris is a strategic move aimed at extending the mine life of the Tritton copper mine by integrating Peel's Cobar assets, specifically Mallee Bull and Wirlong [2]. Group 1: Acquisition Details - The acquisition is focused on enhancing the operational life and certainty of the Tritton mine [2]. - Aeris's primary interest in the acquisition lies in the copper assets of Peel Mining, rather than the entirety of Peel's portfolio [3]. Group 2: Strategic Importance - The deal is positioned as a strategic acquisition that aligns with Aeris's long-term operational goals [2][3]. - The integration of Peel's assets is expected to provide significant value to Aeris and its shareholders [1].

Core Viewpoint - KBC Group has successfully closed the acquisition of Business Lease s.r.o. in the Czech Republic and Slovakia, enhancing its leasing activities and market position in Central Europe [1][3]. Financial Details - The total consideration for the acquisition is 72 million euros, which has a minimal impact on KBC Group's capital position, reducing its fully loaded CET1 ratio by just 4 basis points [2]. Market Position and Strategy - This acquisition allows KBC Group to significantly expand its leasing operations, managing approximately 15,000 vehicles in the Czech Republic and around 10,000 vehicles in Slovakia, positioning it as a top player in both markets [3][4]. - The integration of Business Lease with ČSOB Leasing is expected to create a leading fleet management and operational leasing provider in the region [3]. Transition and Brand Management - The Business Lease brand will continue to be used initially to ensure a smooth transition, while maintaining service commitments to customers [5]. Leadership Perspectives - KBC Group's CEO, Johan Thijs, emphasizes that this partnership will accelerate growth and set new standards for mobility in Central Europe [6]. - The CEOs of KBC Group's Czech and Slovak divisions highlight the enhancement of market presence and service offerings through the integration of Business Lease's solutions with existing capabilities [6]. - The CEO of AutoBinck Group notes that partnering with larger players is essential for future growth amid market consolidation [6]. Company Background - Business Lease, part of AutoBinck Group NV, is a leading provider of operational leasing and fleet management, managing over 30,000 vehicles and employing 244 staff [7]. - ČSOB Leasing Czech Republic holds a market share of approximately 16% in the Czech asset finance sector, serving 25,000 clients [9].

Core Viewpoint - Bombardier has acquired Velocity Maintenance Solutions to enhance its Maintenance, Repair and Overhaul (MRO) services, reinforcing its commitment to exceptional service for operators globally [1][3]. Group 1: Acquisition Details - The acquisition was completed through Bombardier's U.S. subsidiary, Learjet Inc., marking a significant step in the expansion of Bombardier's Services business [1]. - Velocity Maintenance Solutions operates from a 35,000 sq. ft. hangar at Wilmington, Delaware airport and utilizes 14 mobile repair trucks across the U.S. [2]. - The acquisition aims to improve Bombardier's service offerings and support its long-term growth strategy in the U.S. market [8]. Group 2: Strategic Importance - Velocity Maintenance Solutions is recognized for its expertise and strong reputation for service excellence, making it a suitable addition to Bombardier's existing network [2][3]. - The acquisition is part of Bombardier's strategy to elevate service standards, which has led to the company achieving number one rankings in industry surveys for two consecutive years [3]. - This move strengthens Bombardier's U.S. presence and enhances its ability to provide a wide range of maintenance and support options to operators [3][8]. Group 3: Company Overview - Bombardier designs, builds, modifies, and maintains high-performance aircraft for various sectors, including businesses and governments [4]. - The company operates a fleet of over 5,200 aircraft, supported by a global network and 10 service facilities across six countries [6]. - Bombardier is committed to innovation in aviation, focusing on reliability, efficiency, and sustainability [5].

Core Insights - SiTime Corporation is in discussions to acquire Renesas' timing business, which could enhance its market position and product offerings in the timing solutions sector [1][5][6] Financial Performance - On February 4, 2026, SiTime reported earnings per share of $1.53, exceeding the estimated $1.20, indicating strong profitability and effective cost management [2][6] - The company achieved revenue of approximately $113.3 million, surpassing the estimated $98.6 million, showcasing its ability to generate substantial sales [2] Stock Performance - SiTime's stock price is currently at $403.51, reflecting a significant increase of 15.96%, or $55.55, indicating positive investor sentiment [3][6] - The stock has fluctuated between a low of $340.66 and a high of $437.92 during the day, demonstrating active trading and investor interest [3] - Over the past year, the stock reached a high of $438.59 and a low of $105.40, showing considerable volatility [4] - The company's market capitalization stands at approximately $10.53 billion, reflecting its substantial size and influence in the industry [4] Strategic Moves - The potential acquisition of Renesas' timing business aligns with SiTime's strategy to expand its influence and resources in the industry [5] - Integrating Renesas' capabilities could enhance SiTime's product offerings and strengthen its competitive position in the timing solutions market [5]

Core Viewpoint - Petrus Resources Ltd. has announced a definitive agreement to acquire oil-weighted Cardium light oil assets in Alberta for approximately $33.4 million, which is expected to enhance its production and financial flexibility [1][4][7]. Transaction Details - The acquisition will be funded through a new Term Facility and net proceeds from a private placement, with an effective date of February 1, 2026, and expected closing around February 19, 2026, pending regulatory approvals [4][5][12]. - The total consideration for the acquisition is approximately $33.4 million, with customary adjustments and the assumption of certain obligations from the vendor [1][4]. Acquisition Highlights - The transaction is expected to increase Petrus' production by approximately 2,000 boe/d, with a liquids weighting increase to about 40%, representing an 11% rise [7][8]. - The acquisition metrics indicate a compelling pricing structure, with a multiple of operating income at 2.0x and a purchase price equal to approximately 51% of PDP NPV-10 [7][8]. - The acquired assets include long-life producing reserves and future drilling inventory, with proved developed producing reserves estimated at 5.8 MMboe, reflecting a 33% increase relative to Petrus' existing reserves [7][8]. Strategic Rationale - The acquisition aligns with Petrus' strategy of developing and producing oil and gas profitably in the Deep Basin, enhancing its operational flexibility and sustainability of cash flow generation [9][10]. - The added production base is expected to support a more consistent development program, improving capital efficiency and shareholder value [10][11]. Financial Structure - The Term Facility has been amended to include a non-revolving term facility of up to $35 million, specifically for funding the purchase price, with an interest rate of Canadian Prime Rate plus 3.75% [12][13]. - The company plans to use the net proceeds from the private placement to reduce the amount drawn under the Term Facility [12][18]. Offering Details - Petrus has entered into a bought deal agreement for a $6 million brokered private placement and a $4 million non-brokered private placement, with shares priced at C$1.75 each [2][14][15]. - The offering is expected to close around February 19, 2026, subject to conditions including approval by the Toronto Stock Exchange [19]. Reserves and Production Metrics - The acquisition includes significant reserves, with proved plus probable reserves totaling 32.6 MMboe and net developed acres of 44,532 [8][9]. - The transaction is projected to be accretive on a per-share basis, enhancing production and cash flow metrics for the company [11].

Core Insights - PMGC Holdings Inc. has completed the acquisition of SVM Machining, Inc., marking its third CNC machine shop acquisition in California, which aligns with its strategy to build a multi-site machining platform for various industries [1][3]. Company Overview - PMGC Holdings Inc. is a diversified holding company focused on managing and growing its portfolio through strategic acquisitions and investments across multiple sectors [7]. - SVM Machining, Inc. is an ISO 9001:2015 certified precision CNC machining company that serves critical industries such as medical, aerospace, biotech, semiconductor, and transportation [2][6]. Financial Details - The acquisition was completed on a cash-free, debt-free basis, with a base purchase price of $2,250,000, which includes $2,000,000 paid at closing and a $250,000 indemnification holdback [5][9]. - For the fiscal year ending December 31, 2024, SVM reported revenue of $3,042,701 [4]. Strategic Implications - The acquisition enhances PMGC's footprint in precision manufacturing and supports its growth strategy in sectors like aerospace, defense, medical, and industrial [3][6]. - SVM's expertise in delivering high-quality, engineered solutions positions PMGC to better serve original equipment manufacturers and advanced technology customers [6].

Core Insights - AMETEK, Inc. has announced the acquisition of LKC Technologies, enhancing its capabilities in ophthalmic diagnostics and management [1][2] - The acquisition aligns with AMETEK's strategy to expand its Ultra Precision Technologies Reichert business and broaden its ophthalmic product portfolio [2] - LKC Technologies specializes in portable devices for testing and monitoring eye health, particularly in detecting early signs of diabetic retinopathy [1] Company Overview - AMETEK is a global provider of industrial technology solutions with annual sales of approximately $7.5 billion [3] - The company employs a growth model that focuses on operational excellence, technology innovation, global market expansion, and strategic acquisitions [3] - AMETEK aims for double-digit percentage growth in earnings per share over the business cycle and seeks superior returns on total capital [3]