The equity market is a powerful mechanism as daily fluctuations in price get aggregated to incredible wealth creation or destruction over the long term. Pacifica Yield aims to pursue long-term wealth creation with a focus on undervalued yet high-growth companies, high-dividend tickers, REITs, and green energy firms. Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote t ...

Triba Research's mission is to uncover high-quality businesses with the potential to deliver sustainable, double-digit returns over the long term. The firm's strategy focuses on identifying companies with strong competitive advantages, operating in growing markets, maintaining low debt levels, and led by a skilled and aligned management team. While Triba Research stays informed about the latest developments, its priority remains the bigger picture — long-term value creation. The firm is led by the economist ...

Summary of Mayville Engineering Company (MEC) Acquisition Call Company and Industry - **Company**: Mayville Engineering Company (MEC) - **Acquired Company**: AccuFab LLC - **Industry**: Metal fabrication solutions, focusing on high growth end markets such as critical power infrastructure, data centers, and renewable energy Key Points and Arguments 1. **Acquisition Details**: MEC announced the acquisition of AccuFab for a total cash consideration of $140.5 million, with customary adjustments expected to close in Q3 2025 [4][5][13] 2. **Strategic Fit**: AccuFab is a vertically integrated provider, enhancing MEC's geographic footprint and allowing for better service to customers in high growth markets [4][5] 3. **Cultural Alignment**: AccuFab's technology-forward approach and strong innovation track record complement MEC's operations [5] 4. **Financial Impact**: The acquisition is expected to be immediately accretive to adjusted EBITDA, margin, and earnings per share, with projected revenues of $28 million to $32 million and adjusted EBITDA of $6 million to $8 million in the second half of 2025 [14][15] 5. **Operational Synergies**: MEC anticipates generating approximately $1 million in annual cost synergies by 2026 through the implementation of its MBX Lean manufacturing framework [10][11] 6. **Market Diversification**: The acquisition allows MEC to diversify into less cyclical, high-growth markets, moving away from its legacy focus on wheeled mobility platforms [8][9] 7. **Revenue Synergies**: MEC estimates potential revenue synergies of $3 million to $5 million over the next 24 months, with further upside as customer relationships deepen [10] 8. **Capacity Utilization**: AccuFab is currently operating at 50-60% capacity, providing an opportunity for MEC to drive incremental volume and growth [11][61] 9. **Customer Base**: AccuFab's top 10 customers account for approximately 75% of its revenue, with limited overlap with MEC's existing customer base [33] 10. **Debt Management**: MEC plans to prioritize free cash flow generation to reduce net leverage from approximately three times to 1.5-2 times within 18 months post-acquisition [15][39] Additional Important Information - **Integration Timeline**: The initial integration process is expected to take about six months [6] - **Management Retention**: The current management team at AccuFab will remain post-acquisition, facilitating a smoother integration process [50] - **CapEx Requirements**: Expected annual capital investment for AccuFab is projected to be between $2 million and $3 million, aligning with MEC's previous guidance [39] - **Market Growth**: The data center and critical power markets are projected to grow by 20% from 2023 to 2024, making them attractive for MEC's expansion [25] - **Competitive Landscape**: AccuFab operates in a competitive environment with significant players, but its 95% sole-source revenue indicates strong customer reliance [71] This summary encapsulates the key aspects of the acquisition call, highlighting the strategic rationale, financial implications, and operational plans associated with the acquisition of AccuFab by Mayville Engineering Company.

Core Viewpoint - The article discusses the investment in Ready Capital's 6.50% Series E Cumulative Preferreds, highlighting the significant decline in the common shares and the preferred shares year-to-date, indicating a potential buying opportunity in the context of a broader market selloff [1]. Group 1: Company Performance - Ready Capital's common shares have decreased by 40% year-to-date, while the Series E preferred shares have dipped by 16% over the same period [1]. Group 2: Investment Strategy - The investment strategy focuses on long-term wealth creation by targeting undervalued yet high-growth companies, high-dividend stocks, REITs, and green energy firms [1].

Group 1 - The article highlights a surprising double-digit return opportunity found in Coca-Cola, a well-established blue-chip company [1] - Triba Research aims to identify high-quality businesses with sustainable, long-term double-digit returns, focusing on companies with competitive advantages, low debt, and skilled management [2] - The firm operates with a concentrated portfolio strategy, selecting 10 to 15 carefully chosen securities to generate alpha [2]

Core Viewpoint - Institutional Shareholder Services (ISS) recommends Dynavax stockholders vote "FOR" all four of the Company's director nominees, indicating there is no compelling case for change in the current board or strategy [1][2]. Company Strategy and Board Composition - Dynavax's current strategy is recognized as the best path for long-term stockholder value creation, with a proactive board refreshment process in place [2][4]. - The director nominees possess significant expertise in strategic leadership, vaccine development, and biotechnology, which are essential for the Company's success [3][5]. Response to Dissident Campaign - Dynavax criticizes Deep Track's materials as misleading and lacking a solid case for change, emphasizing the board's commitment to long-term growth and value creation [4][6]. - The board has made ongoing refreshment efforts, with six of the nine directors appointed since 2020, demonstrating a commitment to evolving leadership [4][6]. Financial Performance and Market Position - Dynavax has generated over $950 million in revenue through its COVID-19 business development and has a strong position in the adult U.S. hepatitis B vaccine market with HEPLISAV-B [5][6]. - The Company has delivered a total return of 203% to stockholders over the last five years, indicating the effectiveness of its strategy [6]. Call to Action for Stockholders - Dynavax urges stockholders to vote "FOR" all four director nominees on the GOLD proxy card, emphasizing the importance of every vote [7].

AKRON, Ohio, May 22, 2025 /PRNewswire/ -- The Goodyear Tire & Rubber Company (NASDAQ: GT) ("Goodyear" or the "Company") today announced that it has signed a definitive agreement to sell the majority of its Goodyear Chemical business to Gemspring Capital Management, LLC. The transaction follows a previously announced strategic review of Goodyear's Chemical business in connection with the Goodyear Forward transformation plan.Goodyear Chemical is a leading producer of synthetic rubber, offering a broad product ...

Company Participation - Amplify Energy Corp. will participate in the 2025 Louisiana Energy Conference on May 28 in New Orleans, LA [1] - Martyn Willsher, President and CEO of Amplify, will join a panel discussion on "Small Cap E&Ps See Value Creation in U.S. Basins Beyond the Permian" [2] Company Overview - Amplify Energy is an independent oil and natural gas company focused on the acquisition, development, exploitation, and production of oil and natural gas properties [3] - The company's operations are concentrated in Oklahoma, the Rockies (Bairoil), federal waters offshore Southern California (Beta), East Texas/North Louisiana, and the Eagle Ford (Non-op) [3]

Group 1 - The equity market serves as a significant mechanism for wealth creation or destruction over the long term through daily price fluctuations [1] - Pacifica Yield focuses on long-term wealth creation by targeting undervalued high-growth companies, high-dividend stocks, REITs, and green energy firms [1]

Company Overview - Oroco Resource Corp. holds an 85.5% interest in the Core Concessions of the Santo Tomás Copper Project, covering 1,173 hectares, and an 80% interest in an additional 7,861 hectares, totaling 9,034 hectares (22,324 acres) [4] - The Santo Tomás Project is located in northwestern Mexico, near significant infrastructure including a deep-water port and highways [6] Project Development - The company is hosting a virtual Townhall on May 28, 2025, to update stakeholders on the Santo Tomás Copper Project, including permitting progress and community engagement [2][3] - The project has undergone extensive exploration, with over 100 drill holes totaling approximately 30,000 meters conducted from 1968 to 1994, and a recent drill program in 2021 totaling 48,481 meters in 76 diamond drill holes [4][5] Strategic Vision - The Townhall will provide an interactive platform for stakeholders to engage with management, reflecting the company's commitment to transparency and stakeholder engagement [3][8] - The company aims to share insights into its current initiatives and long-term value strategy during the Townhall [8]