Core Viewpoint - Barrick Mining Corporation has declared an enhanced dividend of $0.15 per share for Q2 2025, aligning with its Performance Dividend Policy established in 2022 [1] Group 1: Dividend Announcement - The Q2 2025 dividend will be paid on September 15, 2025, to shareholders of record as of August 29, 2025 [1] Group 2: Share Buyback Program - Barrick repurchased 13.50 million shares during Q2 2025 under its share buyback program initiated in February 2025 [2] - As of the end of Q2 2025, Barrick has repurchased approximately 21.19 million shares, representing about 1.2% of its issued and outstanding shares, for a total net cash of $411 million, including $268 million spent in Q2 [2] Group 3: Management Commentary - The combination of the performance dividend policy and share buyback program is designed to provide significant benefits to shareholders, supported by solid operating performance and strong cash flows [3]

Core Viewpoint - ISS has successfully completed the first tranche of its share buyback program, acquiring a total of 7,409,554 shares for DKK 1,250 million, aimed at redistributing excess cash to shareholders and fulfilling obligations from share-based incentive programs [1][2]. Group 1: Share Buyback Program Details - The share buyback program was initiated on 20 February 2025, with the goal of reducing share capital and meeting obligations from share-based incentive programs [1][2]. - As of the last announcement, ISS had accumulated 7,190,833 shares at an average purchase price of DKK 168.19, totaling DKK 1,209,410,651 [2]. - The transactions conducted from 4 August 2025 to 8 August 2025 included purchases of 45,664 shares at DKK 186.32, 61,521 shares at DKK 186.06, 70,000 shares at DKK 185.21, 25,000 shares at DKK 184.92, and 16,536 shares at DKK 184.30 [2]. - Following these transactions, ISS A/S now holds a total of 6,507,633 treasury shares, representing 3.74% of the total share capital [2]. Group 2: Regulatory Compliance - The share buyback program is conducted in compliance with Regulation (EU) No 596/2014 and the Commission Delegated Regulation (EU) 2016/1052, ensuring adherence to the Market Abuse Regulation [3]. Group 3: Company Overview - ISS is a leading global provider of workplace and facility service solutions, focusing on enhancing employee engagement and well-being while minimizing environmental impact [4]. - The company employs over 325,000 individuals worldwide and reported a group revenue of DKK 83.7 billion in 2024 [4].

Core Points - The share buyback program is set to run from June 2, 2025, to January 30, 2026, with a total buyback amount of up to DKK 1,000 million, limited to a maximum of 1,600,000 shares [1] - The program is compliant with EU regulations, specifically EU Commission Regulation No. 596/2014 and EU Commission Delegated Regulation No. 2016/1052, which provide a "Safe Harbour" for such transactions [2] - As of the latest report, a total of 638,800 shares have been repurchased, representing 2.52% of the bank's share capital [2] Transaction Summary - Total shares purchased under the buyback program amount to 224,600 shares at an average price of DKK 1,389.96, totaling DKK 312,185,758 [2] - The bank executed additional buybacks from January 28, 2025, to May 28, 2025, totaling 414,200 shares at an average price of DKK 1,207.12, amounting to DKK 499,988,706 [2] - The overall total of shares repurchased under the program is 638,800 shares at an average price of DKK 1,271.41, totaling DKK 812,174,464 [2] Detailed Transactions - The report includes detailed transaction data for specific dates, showing various volumes and prices for shares purchased on August 4, 2025, with prices ranging from DKK 1,439 to DKK 1,480.58 [4][5][6][7][8][9][10] - The transactions on August 4, 2025, indicate a high level of activity, with numerous small purchases contributing to the total buyback volume for that day [4][5][6][7][8][9][10]

Core Viewpoint - Sydbank A/S has initiated a share buyback program amounting to DKK 1,350 million, aimed at reducing its share capital, which commenced on March 3, 2025, and is set to conclude by January 31, 2026 [1][2]. Group 1: Share Buyback Program Details - The share buyback program is executed in compliance with the Safe Harbour rules as per EU regulations [2]. - As of the most recent announcement, a total of 1,403,000 shares have been repurchased, with a gross value of DKK 608,802,980 [2]. - In week 32, a total of 51,000 shares were bought back, amounting to DKK 25,056,470 [2]. Group 2: Transaction Breakdown - The transactions for week 32 included: - August 4, 2025: 10,000 shares at DKK 487.37 - August 5, 2025: 10,000 shares at DKK 488.94 - August 6, 2025: 10,000 shares at DKK 490.52 - August 7, 2025: 10,000 shares at DKK 493.80 - August 8, 2025: 11,000 shares at DKK 495.47 [2]. - The total accumulated shares repurchased during the program reached 1,454,000, with a gross value of DKK 633,859,450 [2]. Group 3: Current Holdings - Following the transactions, Sydbank A/S now holds a total of 1,455,640 own shares, representing 2.84% of the bank's share capital [3].

Core Points - Truecaller AB has repurchased a total of 150,000 B shares from August 4 to August 8, 2025, representing 0.04% of outstanding capital as part of its share buyback program [1] - Since the initiation of the buyback program on May 30, 2025, Truecaller has repurchased a total of 725,000 shares, which is 0.20% of outstanding capital [1] - The share buyback program is authorized until the Annual General Meeting (AGM) in May 2026, allowing the company to repurchase shares without exceeding 10% of the total outstanding shares [2] Buyback Details - The daily share buyback transactions from August 4 to August 8, 2025, included the following volumes and prices: - August 4: 30,000 shares at SEK 48.56 - August 5: 30,000 shares at SEK 48.12 - August 6: 30,000 shares at SEK 47.46 - August 7: 30,000 shares at SEK 48.23 - August 8: 30,000 shares at SEK 47.15 - The total transaction value for the week was SEK 7,185,341, with an average price of SEK 47.90 per share [3] - Cumulatively, during the buyback program, Truecaller has spent SEK 40,342,685 to repurchase 725,000 shares at an average price of SEK 55.65 [3] Current Shareholding - As of August 8, 2025, Truecaller holds 4,640,332 B shares and 5,013,786 C shares, totaling 2.73% of the outstanding capital [4] - The total number of shares in Truecaller, including its own shares, is now 353,750,053, while the number of outstanding shares, excluding its own shares, is 344,095,935 [4]

Group 1 - Vaisala Corporation executed a share repurchase on August 8, 2025, buying 1,197 shares at an average price of €46.9253 per share, totaling €56,169.58 [1] - Following this transaction, Vaisala Corporation now holds a total of 134,826 shares [1] - The share buybacks comply with Regulation No. 596/2014 of the European Parliament and Council (MAR) Article 5 and the Commission Delegated Regulation (EU) 2016/1052 [1] Group 2 - Vaisala is recognized as a global leader in measurement instruments and intelligence for climate action, focusing on improving resource efficiency and driving energy transition [2] - The company has nearly 90 years of innovation and expertise, employing around 2,500 experts dedicated to environmental measures [2] - Vaisala's series A shares are listed on the Nasdaq Helsinki stock exchange [2]

Financial Data and Key Metrics Changes - Adjusted EBITDA for Q2 2025 was $46.1 million, significantly up from $5.7 million in Q1 2025 [10] - Total tons shipped in Q2 2025 were 3.9 million, an increase from 3.8 million tons in Q1 2025 [10] - Cost of coal sales decreased to $100.06 per ton in Q2 from $110.34 per ton in Q1, marking the best cost performance since 2021 [11][18] - Total liquidity at the end of Q2 2025 was $556.9 million, up from $485.8 million at the end of Q1 2025 [12][8] Business Line Data and Key Metrics Changes - Metallurgical segment realizations increased to an average of $119.43 per ton in Q2 from $118.61 in Q1 [10] - Realizations for metallurgical sales in Q2 were a total weighted average of $122.84 per ton, up from $122.08 per ton in Q1 [11] - SG&A expenses decreased to $11.9 million in Q2 from $12.6 million in Q1 [11] Market Data and Key Metrics Changes - U.S. East Coast High Vol A and High Vol B pricing mechanisms reached multi-year lows, with High Vol A falling from $168 per ton to $161 per ton [7][23] - The Australian premium low vol index increased from $169 per metric ton on April 1 to $173.5 per metric ton on June 30 [22] - The U.S. East Coast Low Vol Index rose from $174 per metric ton in April to $175 per metric ton in June [22] Company Strategy and Development Direction - The company is committed to fine-tuning guidance as it gains a better understanding of market conditions for the remainder of 2025 [6] - A buyback program has been restarted on an opportunistic basis, reflecting a commitment to shareholder returns [9] - The company is developing the Kingston Wildcat mine, with expectations of first coal production and shipping late this year [18] Management's Comments on Operating Environment and Future Outlook - Management noted challenges in metallurgical coal markets due to weak steel demand and global economic uncertainty [6][20] - The company is focused on strengthening its balance sheet and liquidity position to capitalize on future opportunities [8] - Management expressed cautious optimism about maintaining cost improvements and operational efficiencies [30] Other Important Information - The passage of the One Big Beautiful Bill Act allows metallurgical coal produced between 2026 and 2029 to be eligible for a refundable tax credit, potentially providing a cash benefit of $30 million to $50 million annually [14] - The company is closely monitoring federal legislation related to metallurgical coal's designation as a critical mineral [13] Q&A Session Summary Question: Can you walk us through where the savings came from? - Management indicated that savings were roughly 50% from productivity improvements and 50% from actual spending reductions, with a 10% increase in tons per man hour contributing significantly [30][31] Question: How much further improvement could we see in 2026? - Management was cautious about predicting costs for 2026 but acknowledged the possibility of costs dipping below $100 per ton [34] Question: How are you approaching domestic contracting? - The company emphasized the importance of sustaining business in 2026 with pricing that works over a twelve-month term, rather than focusing solely on spot prices [36] Question: What met price are you assuming in the back half of the year? - Management indicated they are holding flat with current prices, as there has not been much variation from January to now [43] Question: How do you think recent trade tensions could impact your business? - Management reported no negative feedback from customers in India and Brazil, indicating business as usual [45] Question: How many domestic tons do you have contracted for 2025? - The company expects to ship around 3.5 million tons domestically in 2025, with limited spot activity this year [46] Question: What are the expected expenditures on the DTA project? - Management confirmed that spending would remain around $25 million per year, with completion expected around 2028 [50] Question: How might the Union Pacific and Norfolk Southern merger impact your business? - Management expressed confidence in their strong relationship with Norfolk Southern and anticipated minimal impact from the merger [52][53]

Covering Dutch bank ABN AMRO ( OTCPK:AAVMY ) ( OTCPK:ABMRF ) back in May , I said that decent financial results and a healthy capital cushion augured well for Q2's share buyback update. It seems not, as the €250 million program announced alongside financialsI like to take a long term, buy-and-hold approach to investing, with a bias toward stocks that can sustainably post high quality earnings. Mostly found in the dividend and income section. Blog about various US/Canadian stocks at 'The Compound Investor', ...

Core Insights - Bank of America (BAC) shares have increased by 2.2% in 2025, underperforming compared to Citigroup's 29.9% and JPMorgan's 19.7% gains, indicating relative weakness in the stock performance [1][9]. Financial Performance - In the first half of 2025, Bank of America reported a 5% year-over-year growth in net interest income (NII), driven by strong loan demand, sustained high interest rates, and a solid deposit base. The bank anticipates NII growth of 6-7% for the year [5][4]. - The average global liquidity sources for Bank of America stood at $938 billion as of June 30, 2025, reflecting a robust liquidity profile [11]. Strategic Initiatives - Bank of America is pursuing aggressive branch expansion, planning to open over 150 new financial centers by 2027, with 40 expected to open this year and 70 more in 2026. This strategy aims to enhance customer relationships and penetrate new markets [6][9]. - The bank is also investing heavily in technology initiatives to attract and retain customers, which is expected to boost cross-selling opportunities [10]. Shareholder Returns - The company has authorized a $40 billion share buyback program effective from August 1, 2025, and has raised its dividend by 8% to $0.28 per share, continuing to reward shareholders [12][14]. Investment Banking Performance - Bank of America's investment banking (IB) fees saw a significant decline of 45.7% in 2022 and 2.4% in 2023, but rebounded with a 31.4% increase in 2024. However, in the first half of 2025, IB fees declined by 6% year-over-year due to market headwinds [15][16]. Asset Quality Concerns - The asset quality of Bank of America has been deteriorating, with provisions increasing by 115.4% in 2022, 72.8% in 2023, and 32.5% in 2024. Net charge-offs also rose by 74.9% in 2023 and 58.8% in 2024, indicating ongoing challenges in maintaining asset quality [18][19]. Valuation Metrics - Bank of America is currently trading at a price-to-tangible book (P/TB) ratio of 1.66X, which is below the industry average of 2.87X, suggesting that the stock is undervalued compared to its peers [22][24].

Group 1 - Sampo plc announced a share buyback program of up to EUR 200 million, which commenced on 7 August 2025 [1][2] - On 7 August 2025, Sampo plc acquired a total of 329,072 A shares at a daily weighted average price of EUR 9.80 [1][2] - The share buybacks were conducted in compliance with the Market Abuse Regulation (EU) 596/2014 and the Commission Delegated Regulation (EU) 2016/1052 [1] Group 2 - After the transactions, Sampo plc owns a total of 329,072 A shares, representing 0.01% of the total number of shares [2] - The details of each transaction are included in an appendix of the announcement [2]