RT Bloomberg em Português (@BBGEmPortugues)US$ 45 MILHÕES - A Vammo, startup que aluga motocicletas elétricas, levantou US$ 45 milhões em rodada de investimentos liderada pelo Ecosystem Integrity Fund, fundo de investimento em tecnologias limpas de São Francisco, nos EUAPor Cristiane Lucchesi https://t.co/Qp9kjiNZOU ...

The limited impact of tariffs on current earnings conceals a potentially lasting effect on future growth. For when it comes to investments in that growth, America’s non-AI businesses look as paralysed by the uncertainty as deer in the headlights https://t.co/vHSJipvGpo ...

Financial Data and Key Metrics Changes - The company reported a third quarter conversion revenue of $351 million, a decline of approximately $11 million or 3% compared to the prior year period [12] - Reported operating income for the third quarter was $49 million, an increase of approximately $36 million from $13 million in the prior year quarter [15] - Adjusted net income for the third quarter was $31 million or $1.86 per diluted share, compared to adjusted net income of $5 million or $0.31 per diluted share in the prior year period [17] - Adjusted EBITDA for the third quarter was $81 million, up approximately $35 million from the prior year period [18] - The net debt leverage ratio improved to 3.6x from 4.3x at the end of 2024 [19] Business Line Data and Key Metrics Changes - Aerospace and high strength conversion revenue totaled $100 million, down $28 million or approximately 22% due to a 30% decline in shipments [12][13] - Packaging conversion revenue totaled $138 million, up $9 million or approximately 7% year over year [13] - General engineering conversion revenue for the third quarter was $81 million, up $5 million or 6% year over year [14] - Automotive conversion revenue of $32 million increased 10% year over year despite a 5% decrease in shipments [14] Market Data and Key Metrics Changes - Demand in aerospace is trending positively, with expectations for improved conditions as destocking eases [10][21] - Packaging supply remains tight with strong demand expected to continue [10] - General engineering continues to outperform the traditional 2% CAGR, reflecting solid demand [11] - Automotive production forecasts have varied, but the company expects stability moving forward [25] Company Strategy and Development Direction - The company is focused on managing costs, restoring operating efficiencies, and regaining best-in-class operating metrics [11] - Major investments in aerospace and packaging are central to the company's strategy, with a shift towards higher-margin coated products [9][22] - The company anticipates a full ramp-up of the new coating line to support 2026 shipments [9][22] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the recovery of aerospace demand and the normalization of supply chains [20][21] - The company expects full year aerospace shipments and conversion revenue to be down approximately 10% year over year due to destocking [21] - For packaging, conversion revenue is expected to be up 12% to 15% year over year, with shipments declining about 3% [22] - General engineering is expected to see shipments and conversion revenue up approximately 5% to 10% year over year [24] Other Important Information - The company generated cash flow from operations of $59 million during the third quarter, with capital expenditures totaling $25 million [19] - The company remains committed to funding its quarterly dividend of $0.77 per share [19] Q&A Session Summary Question: Impact of planned maintenance on aerospace shipments - Management confirmed that the planned maintenance significantly impacted shipments, but they expect a recovery close to first half levels in Q4 [28][30] Question: Status of packaging contract negotiations - Management indicated progress in contract negotiations, expecting a 300 to 400 basis points increase in EBITDA margins [33][34] Question: Impact of tariffs on pricing and market share - Management stated that tariffs have had a neutral to slightly positive impact, with better demand for domestic products [44][45] Question: Demand for packaging products amid cost inflation - Management noted strong demand for aluminum substrate products, particularly in food-related markets, which have outpaced beverage demand [48][49] Question: Capacity to fill in for competitors' outages - Management indicated that they are currently at full capacity and not positioned to assist significantly in the market for bare products [52] Question: Ramp-up of new facilities in 2026 - Management expects a gradual ramp-up in the first half of 2026, with stronger demand anticipated in the second half [56]

Government Policy & Regulation - New Japanese PM Sanae Takaichi will advocate for a formal entity to oversee foreign investments and takeover proposals for potential security threats [1]

Want to track your portfolio’s performance and stay on top of your financial goals? In this video you’ll learn how to monitor your Fidelity accounts, check balances and returns, review your asset mix, and more—all in one place. Whether you're on desktop or using the Fidelity mobile app, we’ll show you how to uncover key insights that can help you better understand your financial picture. 00:20 Checking performance on desktop 00:45 How the balance chart works 01:55 Checking performance on mobile Questions? D ...

Market Trends & Investment Strategies - Major multi-strategy hedge funds such as Verde, Absolute, and Kapitalo have increased their winning bets in the Brazilian market [1] - These firms foresee continued gains in Brazilian assets [1] Asset Allocation - The focus is on ativos (assets) and posicao (positions) within the Brazilian market [1]

Investments - Company is building on prior investments in CoinDCX via @cbventures [1] External Links - More information is available at the provided URL: https://t.co/BXJAiCdSty [1]

Fundraising Overview - Crypto market fundraising 在 10 月 6 日至 12 日期间达到每周 34.8 亿美元的历史新高 [1] - 总额包括 27 个已获得资金的项目或公司 [1] Investment Activity - Pantera Capital 完成了四轮融资（包括两轮主导投资）[1] - Hack VC 主导了两轮融资 [1]

Investment Protection - The industry highlights the importance of protecting investments from potentially negative news [1] - The industry suggests that past events can provide insights into future investment strategies [1] Risk Management - The industry emphasizes the possibility of adverse events reoccurring [1]

Investment & Entrepreneurship - Richard Branson started investing at age 13, experiencing early failures that provided valuable lessons [1] Lessons Learned - The document highlights the importance of learning from failures in entrepreneurial ventures [1]