Siili Solutions Plc Announcement 8.7.2025 Siili Solutions Plc: Share Repurchase 8.7.2025 In the Helsinki Stock Exchange Trade date 8.7.2025 Bourse trade Buy Share SIILI Amount 1 100SharesAverage price/ share 6,4690EURTotal cost 7 115,90EUR Siili Solutions Plc now holds a total of 25 128 shares<td colspan="2" sty ...

Core Viewpoint - Collegium Pharmaceutical, Inc. has authorized a new share repurchase program to buy back up to $150 million in common stock, replacing a previous program that had $65 million remaining [1][2]. Financial Position and Strategy - The company emphasizes its strong financial position, which allows for flexibility in capital allocation and supports shareholder value return [2]. - Since 2021, Collegium has returned $222 million to shareholders through share repurchase programs, including $25 million from an accelerated program initiated in May 2025 [2]. Share Repurchase Program Details - The new share repurchase program is set to run through December 31, 2026, and replaces a previous program that expired on June 30, 2025 [1]. - As of March 31, 2025, Collegium had approximately 32.1 million shares outstanding [3]. Company Overview - Collegium is focused on improving the lives of individuals with serious medical conditions and has a portfolio that includes pain management medications and the recently acquired Jornay PM® for ADHD [4]. - The company's strategy involves growing its commercial portfolio with Jornay PM as a key growth driver and disciplined capital deployment [4].

Core Insights - Lamar Advertising (LAMR) shares have increased by 18.4% over the past three months, outperforming the industry growth of 10.1% [1][8] - The company has a strong presence in outdoor advertising across the U.S. and Canada, supported by a diversified tenant base, which contributes to stable revenues [1][3] - The focus on expanding digital capabilities and acquisitions positions the company for long-term growth [2][4][5] Company Performance - Lamar completed 10 acquisitions worth $22.1 million in the first quarter of 2025, enhancing its market position [4] - The company operates approximately 5,100 digital billboards, making it the largest network of digital displays in the U.S. [5] - Lamar has raised its dividend eight times in the last five years, with a five-year annualized dividend growth rate of 24.17% [6][8] Shareholder Value - The company has repurchased common stock worth $150 million year to date, with an additional $150 million approved for repurchase, totaling $250 million remaining under the program [9] - These share repurchase efforts are aimed at enhancing shareholder value and boosting investor confidence [9] Industry Trends - Out-of-home (OOH) advertising is experiencing rapid growth and increasing market share compared to other media forms [4] - Higher technology investments are expected to further support the growth of OOH advertising in the coming years [4]

Core Insights - Air T, Inc. (AIRT) shares increased by 9.4% following the fiscal year earnings report, outperforming the S&P 500 Index's 0.9% gain during the same period [1] - The company reported revenues of $291.9 million for the fiscal year ended March 31, 2025, marking a 1.7% increase from the previous year's $286.8 million [2] - Despite operational gains, AIRT posted a net loss per share of $2.23, an improvement from $2.42 in the prior fiscal year [2] Revenue and Earnings Overview - Operating income rose by 50.9% to $1.9 million from $1.3 million, while adjusted EBITDA improved to $7.4 million, reflecting an 18.9% increase from fiscal 2024 [2] - The adjusted EBITDA margin improved to 2.5% in fiscal 2025 from approximately 2.2% a year earlier, driven by cost discipline and a favorable sales mix [7] Segment Performance - Overnight Air Cargo segment revenues increased by 7.3% to $124 million, driven by higher labor revenue and administrative fees [3] - Ground Support Equipment revenues rose by 4.8% to $38.9 million, with an order backlog increasing to $14.3 million from $12.6 million [4] - The Commercial Aircraft, Engines and Parts segment saw a revenue decline of 5.8% to $118.2 million, but adjusted EBITDA surged by 60.7% to $9.8 million [5] - Digital Solutions segment revenues grew by 25.7% to $7.3 million, although it posted an adjusted EBITDA loss of $0.3 million due to higher personnel expenses [6] Key Business Metrics - AIRT's equity method investment balance grew to $19 million from $16.7 million, indicating expansion in joint ventures and non-operating assets [7] - FedEx dry-lease arrangements accounted for 39% of total consolidated revenues in fiscal 2025, up from 36% in fiscal 2024 [8] Management Commentary - Chairman and CEO Nick Swenson expressed optimism about the company's progress in building long-term shareholder value and highlighted new products and marketing initiatives [9] - Management continues to repurchase shares in the open market, aligning with shareholder interests [9] Future Outlook - AIRT did not provide specific numeric guidance for fiscal 2026 but plans to invest in engine parts inventory and expand commercial aircraft leasing activities [13] - The launch of Runway Aero Advisors LLC in January 2025 reflects a strategy to enhance capital-raising and advisory capabilities [15] Financial Developments - On March 31, 2025, AIRT amended its credit agreement with Alerus Bank, adding a $3 million Overline Note and a $14 million revolving credit facility, enhancing financial flexibility [14]

Siili Solutions Plc Announcement 2.7.2025 Siili Solutions Plc: Share Repurchase 2.7.2025 In the Helsinki Stock Exchange Trade date 2.7.2025 Bourse trade Buy Share SIILI Amount 1 000SharesAverage price/ share 6,3700EURTotal cost 6 370,00EUR Siili Solutions Plc now holds a total of 22 318 shares<td colspan="2" sty ...

Core Insights - Truist Financial Corporation has received a preliminary stress capital buffer requirement of 2.5% from the Federal Reserve, effective from October 1, 2025, to September 30, 2026, resulting in a minimum Common Equity Tier 1 (CET1) capital ratio requirement of 7.0% [1] - As of March 31, 2025, Truist reported a CET1 capital of $47.8 billion and a CET1 ratio of 11.3%, exceeding the new minimum requirement by 4.3% [1] - The company plans to maintain its quarterly common stock dividend at $0.52 per share, pending board approval, and has an active $5 billion share repurchase program with approximately $2.8 billion remaining after recent repurchases [2] - Truist's 2025 annual stress test results highlight the advantages of its diverse business mix and disciplined risk management, reinforcing its strong capital position and strategic capacity to serve clients and stakeholders [3] - Truist is a purpose-driven financial services company with total assets of $536 billion as of March 31, 2025, and operates in various sectors including consumer banking, commercial banking, investment banking, and wealth management [4]

Core Insights - Citigroup Inc. has successfully passed the Federal Reserve's 2025 stress test, allowing the bank to return excess capital to shareholders through dividends and share repurchases, indicating strong capital resilience during severe economic downturns [1][2][9]. Capital and Financial Health - Citigroup's common equity tier 1 (CET1) capital ratio is projected at 10.4%, significantly above the minimum requirement of 4.5%, reflecting robust capital health [3][8]. - The bank currently offers a dividend yield of 2.65%, higher than competitors Bank of America and Wells Fargo, and has a payout ratio of 35% [4][8]. - Citigroup's board has authorized a $20 billion share repurchase plan, with $1.75 billion already repurchased in Q1 2025, indicating confidence in its financial position [7][8]. Business Restructuring and Operational Efficiency - Citigroup is undergoing a significant restructuring, including a plan to eliminate 20,000 jobs to streamline operations and reduce costs [10][11]. - The bank aims to lower its expenses to below $53.4 billion in 2025, down from $53.9 billion in 2024 [12]. - Citigroup is focusing on core operations by exiting non-core markets, including consumer banking in 14 markets across Asia and EMEA, to allocate capital towards higher-return segments [13][15]. Revenue and Market Performance - Citigroup anticipates improved performance in its Markets and Banking segments, projecting mid to high-single-digit revenue growth year-over-year for Markets and mid-single-digit growth for Investment Banking [16]. - The bank's net interest income (NII) for Q1 2025 was reported at $14 billion, a 4% increase from the previous year, benefiting from lower funding costs [17][19]. - Citigroup shares have outperformed the industry, gaining 21.7% over the past six months, compared to 17.7% for the industry and lower gains for peers [20]. Valuation Analysis - Citigroup is currently trading at a forward 12-month price-to-earnings (P/E) ratio of 10.13X, below the industry average of 14.53X, indicating it is undervalued relative to peers [22][24]. - The bank's stock is seen as a potential value opportunity for long-term investors, despite near-term uncertainties due to ongoing restructuring and macroeconomic challenges [26][30].

UniFirst Corporation UNF will release earnings results for the third quarter, before the opening bell on Wednesday, July 2.Analysts expect the Wilmington, Massachusetts-based company to report quarterly earnings at $2.09 per share, down from $2.20 per share in the year-ago period. UniFirst projects to report quarterly revenue of $614.5 million, compared to $603.33 million a year earlier, according to data from Benzinga Pro.On April 8, Unifirst disclosed a new $100 million share repurchase authorization.UniF ...

Core Viewpoint - Portman Ridge Finance Corporation (PTMN) has received shareholder approval for the merger with Logan Ridge Finance Corporation (LRFC), with the transaction expected to close around July 15, 2025, following overwhelming support from PTMN shareholders [1][2][3]. Company Overview - PTMN is a publicly traded, externally managed closed-end investment company regulated as a business development company under the Investment Company Act of 1940, focusing on middle market investments [6]. - LRFC is also a business development company that primarily invests in first lien loans and equity securities of lower middle-market companies [9]. Merger Details - Approximately 88% of PTMN shareholders voted in favor of the merger, while LRFC stockholders approved the merger on June 20, 2025 [2]. - Upon closing, the combined entity will be rebranded as BCP Investment Corporation and will trade under the new ticker symbol "BCIC" [4][7]. Financial Initiatives - The new company will transition to a monthly distribution framework starting in 2026, while maintaining the potential for quarterly supplemental distributions [7]. - Over the next 24 months, the company plans to repurchase up to 20% of its outstanding common stock if shares trade below 80% of net asset value, with an authorized stock repurchase program of up to $10 million [7]. Leadership Statements - The CEO of PTMN and LRFC expressed gratitude for shareholder support, emphasizing the strategic vision behind the merger and the goal of creating a larger, more efficient platform for long-term growth [3].

Siili Solutions Plc Announcement 26.6.2025 Siili Solutions Plc: Share Repurchase 26.6.2025 In the Helsinki Stock Exchange Trade date 26.6.2025 Bourse trade Buy Share SIILI Amount 1 100SharesAverage price/ share 6,2982EURTotal cost 6 928,02EUR Siili Solutions Plc now holds a total of 18 849 shares<td colspan="2" ...