Core Insights - Burckhardt Compression achieved record financials in fiscal year 2024, surpassing CHF 1 billion in sales and CHF 100 million in net income for the first time, reflecting strong positioning in markets aligned with global megatrends [1][2][3] Financial Performance - Order intake for the Group reached CHF 1,151.2 million, a 2.4% increase, with sales up 12.6% to CHF 1,095.6 million, driven by an 18.2% growth in the Systems Division [2][5] - Gross profit margin improved to 28.0%, up 1.8 percentage points year-on-year, due to a favorable product mix and higher capacity utilization [2] - Consolidated operating income (EBIT) increased by 23.2% to CHF 140.8 million, with an overall Group EBIT margin rising to 12.9% from 11.7% [2][5] Profitability and Returns - Net income reached CHF 105.6 million, exceeding the previous year's figure by 25.0%, with earnings per share rising from CHF 24.98 to CHF 31.20 [3][4] - Return on Net Operating Assets (RONOA) increased from 28.3% to 32.6%, and total equity rose to CHF 340.2 million [4] Dividend Proposal - The Board of Directors proposed a dividend of CHF 18.00 per share, marking a 16.1% increase compared to the previous year, aligning with the Group's attractive dividend policy [4] Market Dynamics - The global Systems market normalized in 2024, with a decrease driven by policy shifts in the Hydrogen Mobility and Energy segment, while demand for Hyper Compressors remained high [5][7] - The Services Division experienced a 5.4% decline in order intake to CHF 325.8 million, influenced by local economic conditions and the closure of low-profit service centers in the US [8] Strategic Initiatives - Burckhardt Compression is implementing its Mid-Range Plan, focusing on strengthening core business, operational excellence, and enhancing business foundations, including a 40.0% reduction in greenhouse gas emission intensity [9][14] - New digital services were launched to optimize compressor fleet reliability and uptime, contributing to the company's transformation efforts [9] Leadership Changes - Upcoming changes in the Board of Directors include the proposal of Jacques Sanche as a new member and Chair, effective December 15, 2025, following Ton Büchner's planned succession [10][11] Guidance for Fiscal Year 2025 - The company expects fiscal year 2025 to maintain sales and EBIT margins at similar levels to fiscal year 2024, amid a dynamic operating environment characterized by uncertainties in global trade and currency exchange rates [12][13]

Day在最新研判中指出，黄金市场正迎来多重基本面支撑：全球央行购金步伐持续加速，地缘政治不确 定性推升避险需求，同时主要经济体财政可持续性担忧不断发酵。经济合作与发展组织（OECD）本周 将2024年全球经济增长预期大幅下调至1.6%，直指美国贸易保护主义政策对全球贸易体系的冲击。该 预期修正直接导致美元指数承压，为金价连续第三周上涨奠定基础。 国际贵金属市场持续走强，现货黄金价格稳守2350美元/盎司关口，白银价格突破34美元/盎司，创2012 年以来新高。知名投资管理人Adrian Day近日警示，当前市场对矿业企业的估值存在显著偏差，且全球 金融体系正面临潜在流动性危机，这或将迫使美联储于三季度重启量化宽松政策。 值得关注的是，Day提出美国财政部或将在三季度面临资金枯竭风险。他分析认为，当财政融资压力突 破临界点时，美联储将被迫通过扩大资产负债表提供流动性支持。"相较于单纯降息，重启量化宽松的 概率显著更高，市场关注焦点已从就业市场转向政府偿债能力。"这一判断与此前主流预期存在明显分 歧。 在资产配置层面，Day强调矿业板块存在显著价值洼地。以Agnico Eagle Mines为例，尽管当前利润率处 ...

Complements and enhances sustainability and infrastructure expertiseTORONTO and WASHINGTON, D.C., June 04, 2025 (GLOBE NEWSWIRE) -- Colliers (NASDAQ, TSX: CIGI), a leading diversified professional services and investment management company, announced today that it has entered into a definitive agreement to acquire a controlling interest in Astris Infrastructure, LLC (“Astris Finance”), a global investment banking firm specializing in infrastructure and energy transition. Under Colliers’ unique partnership m ...

Rayonier (RYN) 2025 Conference Summary Company Overview - Rayonier is one of three publicly traded timber REITs, positioning itself as a pure play timber REIT without exposure to downstream wood products manufacturing [4][3] - The company owns or leases approximately 2,500,000 acres of timberland, generating a sustainable yield of about 10,000,000 tons annually [4][5] - A recent agreement to sell its New Zealand business will reduce acreage by about 400,000 acres and sustainable yield by approximately 2,500,000 tons [5][4] Financial Performance - In 2024, approximately 70% of adjusted EBITDA came from timber segments, with the remaining 30% from real estate [5][6] - The company has seen significant pricing dislocations in timber REITs, with Rayonier trading at over a 30% discount to estimated net asset value [2][2] Market Trends and Opportunities - The energy transition and the need for renewable power are expected to drive increased demand for land and timber [6][7] - The U.S. housing market is significantly underbuilt, with estimates of 3,000,000 to 6,000,000 units of underbuilt supply, suggesting a constructive long-term outlook for housing starts [8][7] - Rayonier is evolving into a land resources company, focusing on maximizing the value of its portfolio through alternative land uses and real estate development [9][10] Land Use Optimization - Transitioning land use can significantly increase value; for example, converting timberland into carbon capture and storage leases could increase value by up to 5x, while solar leases could increase it by up to 10x, and improved development use could increase it by up to 15x [9][10] - Rayonier aims to execute the highest value end use for every acre, whether for timber production, land-based solutions, or real estate [10][11] Competitive Advantages - Rayonier has a best-in-class timberland portfolio located in attractive markets, particularly in the U.S. South [11][12] - The company has a differentiated real estate platform with a strong track record of optimizing high and better use (HBU) values [11][12] Real Estate Development - The company has seen significant growth in HBU values, with average prices per acre increasing from about $2,800 to $4,500 from 2015-2017 to 2021-2024 [20][19] - Rayonier's development pipeline includes 120,000 acres in Northeast Florida and Southeast Georgia, focusing on areas with strong market demand [21][21] Land-Based Solutions - The demand for carbon capture and storage (CCS) is projected to grow significantly, with U.S. demand expected to increase from 25 million tons to over 300 million tons in the next decade [30][29] - Rayonier has expanded its solar development options from 7,000 acres in 2021 to 39,000 acres by the end of 2024, indicating strong growth potential in this area [28][27] Asset Disposition Strategy - Rayonier announced a $1,000,000,000 asset disposition target, with total announced divestitures reaching $1,450,000,000, exceeding the original target [34][42] - The company plans to use proceeds from the New Zealand sale for share buybacks, which are seen as a compelling opportunity given the stock's discount to private market value [44][43] Environmental and Risk Management - Rayonier manages risks associated with natural disasters through geographic dispersion of its assets, which minimizes the impact of events like hurricanes and forest fires [55][54] - The company has experienced minor impacts from past hurricanes, with salvage activities expected to normalize markets in the long term [57][58] Tariffs and Market Dynamics - Anticipated increases in duties on Canadian lumber production are expected to shift production to the U.S. South, potentially improving pricing power for sawtimber and pulp [60][61]

Core Viewpoint - Duke Energy is enhancing support for storm preparedness initiatives in North Carolina by providing grants to local emergency response organizations, aiming to bolster community resilience against natural disasters [1][3]. Group 1: Grant Details - Duke Energy Foundation is awarding $25,000 grants to twenty government agencies and nonprofits to fund severe weather preparedness measures [2]. - The HERO grants will finance emergency preparedness equipment and first responder training, benefiting 20 essential disaster response organizations [7]. Group 2: Importance of Preparedness - Recent natural disasters have had devastating effects across North Carolina, highlighting the need for collaborative response planning as another storm season approaches [3]. - The Duke Energy Foundation has supported over 100 local emergency response organizations with more than $1.8 million in grant funding over the past five years to enhance storm preparedness [4]. Group 3: Statements from Officials - Kendal Bowman, Duke Energy's North Carolina president, emphasized the importance of proactive collaboration with local emergency response organizations to ensure community preparedness [8]. - Local officials, such as Tommy Batson and Tony Ray, expressed gratitude for the grants, noting their critical role in improving emergency response capabilities and community safety [8]. Group 4: Duke Energy Overview - Duke Energy is a major energy holding company serving 8.6 million customers across several states and owns 55,100 megawatts of energy capacity [10]. - The company is committed to an ambitious energy transition, focusing on electric grid upgrades and cleaner energy generation [11].

VANCOUVER, British Columbia, June 04, 2025 (GLOBE NEWSWIRE) -- SAGA Metals Corp. ("SAGA" or the "Company") (TSXV: SAGA) (OTCQB: SAGMF) (FSE: 20H), a North American exploration company focused on critical mineral discovery, is pleased to announce the appointment of Paul McGuigan, P. Geo., as its Qualified Person on the exploration and development of the Radar Ti-V-Fe Property (the “Project”) in Labrador. Mr. McGuigan will advise on standards of practice for QAQC, structural mapping, drilling and deposit mode ...

Group 1 - Michael Wiggins De Oliveira is an inflection investor, focusing on buying undervalued companies at pivotal moments when their profitability is expected to improve significantly over the next year [1] - The investment strategy emphasizes technology and the Great Energy Transition, including uranium, with a concentrated portfolio of approximately 15 to 20 stocks and an average holding period of 18 months [1] - Michael has over 10 years of experience analyzing companies in tech and energy sectors, and has built a following of over 40,000 on Seeking Alpha [2] Group 2 - The Investing Group Deep Value Returns, led by Michael, offers insights through its concentrated portfolio of value stocks, timely updates on stock picks, and a weekly webinar for live advice [3] - The group provides "hand-holding" support for both new and experienced investors, fostering an active and kind community accessible via chat [3]

Shell plc (SHEL) , a London-based integrated oil and gas company, has officially sanctioned the final investment decision for its Aphrodite gas project, located offshore Trinidad and Tobago. This is a significant step in the multinational energy producer's strategy to secure long-term supply for its regional liquefied natural gas ("LNG") operations. The move signals renewed confidence in the country's gas-producing potential and aligns with Shell's global ambition to expand its integrated gas business. Key ...

NEW YORK, June 04, 2025 (GLOBE NEWSWIRE) -- Amalgamated Bank, a subsidiary of Amalgamated Financial Corp. (Nasdaq: AMAL), today announced the successful closing of a $15 million commitment as part of a nearly $1 billion aggregate financing to support the construction and operation of Greenbacker Renewable Energy Company LLC’s (“Greenbacker”) utility-scale 674 MWdc (megawatts of direct current) “Cider” solar farm, the largest solar project in New York State. Cider is located on approximately 2,500 acres in G ...

Nexans inaugurates Stella Nova and unveils a world-first demonstration for the electrification of data hall infrastructures in data centers PRESS RELEASE Hanover, June 4, 2025 – At a time when digital infrastructures and sustainability challenges are reshaping the global energy landscape, Nexans is investing to meet tomorrow's critical demands. Today, Nexans inaugurates Stella Nova, its new Center of Excellence located in Hanover, Germany. On this occasion, the Group also unveils a world-first demonstration ...