Core Viewpoint - iShares ESG MSCI USA Leaders ETF (SUSL) focuses on U.S. large- and mid-cap equities, emphasizing companies that excel in financially material sustainability factors while maintaining broad market representation [1] Group 1: Investment Proposition - SUSL employs a rules-based process to screen and reweight constituents, enhancing portfolio quality and governance profile without sacrificing sector diversification [1] - The ETF is expected to behave in alignment with core U.S. equity beta, exhibiting a quality and low-risk bias, with income being a secondary outcome based on constituents' payout policies [1] - Typical users of SUSL include institutional allocators with policy-aligned mandates and advisors seeking scalable building blocks for clients with documented ESG preferences [1] Group 2: Performance and Risk - The ETF may be particularly relevant when investors prioritize governance and risk management discipline, although it may underperform during sharp rallies driven by lower-rated or distressed cyclicals [1] - A key risk to monitor is style drift relative to the parent universe, which may arise from exclusions and reweightings that could lead to concentrated sector exposures over time [1]

Core Insights - Valeura Energy Inc. reported a strong Q4 2025 performance, achieving a record cash position and successful drilling campaign, which is expected to enhance reserves replacement and long-term shareholder value [1][4][9] Q4 and Full Year 2025 Highlights - Average working interest share oil production before royalties was 24.7 mbbls/d in Q4 2025, marking a 7.6% increase from the previous quarter [9][10] - Full year average oil production reached 23,242 bbls/d, a 1.8% increase over 2024 [10] - The company achieved a record cash position of US$305.7 million with no debt as of December 31, 2025 [12] - Oil sales totaled 2.523 million bbls in Q4 2025, leading to revenue of US$161.4 million, while full year revenue was US$594.4 million [11][9] 2026 Guidance Highlights - The company aims for a working interest share oil production of 19,500 - 22,500 bbls/d in 2026, with a mid-point target of 21,000 bbls/d [22] - Planned capital expenditure and exploration spending for 2026 is estimated between US$175 million and US$195 million, including US$70 million for the Wassana field redevelopment [21] - Adjusted operating expenses for 2026 are forecasted to be between US$190 million and US$220 million, potentially the lowest since assuming operatorship in Thailand [23] Operations Update - Valeura completed nine production-oriented development wells in Q4 2025 with a 100% success rate, contributing to increased production rates [9][16] - The company is progressing with the Wassana field redevelopment, which is 45% complete and on track for first oil production in Q2 2027 [14] - GHG intensity has been reduced by 30% since acquiring the Thailand portfolio in 2023, with a 13% reduction in 2025 alone [5][13] Future Growth and Exploration - Valeura is actively pursuing growth opportunities, including a farm-in transaction with PTT Exploration and Production Plc for Blocks G1/65 and G3/65 in the Gulf of Thailand [25] - The company is also engaged in a deep gas play in Türkiye, with ongoing testing operations showing promising results [15] - The 2026 work program includes drilling 16 development and appraisal wells across multiple fields to mitigate natural production declines and add reserves [20]

Core Insights - Credo Technology Group Holding Ltd has released its 2025 Environmental, Social, and Governance (ESG) Report, showcasing its progress in key ESG priorities that support responsible growth and long-term value creation [1] Group 1: ESG Initiatives - Credo's ESG approach emphasizes strong oversight, accountability, and purpose-driven product innovation, with advancements in connectivity solutions aimed at reducing waste and enhancing energy efficiency in AI data centers [2] - The company has strengthened its Code of Business Conduct and Ethics and expanded health, safety, and professional growth programs for employees globally [2] - Through the Credo Cares initiative, the company has broadened partnerships that contribute to education, health, and local community needs, reflecting its commitment to integrity and continuous improvement [2] Group 2: Product Development - In 2025, Credo improved its product portfolio to help customers manage increasing operational demands in AI and hyperscale environments, focusing on high performance while reducing power consumption and waste [3] - The company is committed to developing low-power connectivity solutions that meet customer performance needs and align with its vision for sustainable connectivity [3] - Credo's innovations target the optical and electrical Ethernet applications market, including 100G, 200G, 400G, 800G, and the emerging 1.6T port markets, utilizing proprietary Serializer/Deserializer (SerDes) and Digital Signal Processor (DSP) technologies [5]

As filed with the U.S. Securities and Exchange Commission on December 11, 2025. Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form F-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 Rubico Inc. (Exact name of Registrant as specified in its charter) (State or other jurisdiction of incorporation or organization) 4412 (Primary Standard Industrial Classification Code Number) N/A (I.R.S. Employer Identification No.) 20 Iouliou Kaisara Str 19002 Paiania Ath ...

Core Insights - Companies are increasingly establishing ESG performance plans due to external regulatory and financial pressures, with legislation being the primary driver for such initiatives [1][2][6] - The FCA has proposed new measures to enhance the transparency and reliability of ESG ratings, which are supported by a significant majority of consultation respondents [5][6] Group 1: Drivers of ESG Performance Plans - Legislation is identified as the leading driver for implementing ESG performance plans, selected by 37.7% of respondents in a recent poll [2] - The desire to improve financial performance follows at 27.2%, while customer pressure accounts for 17.6%, investor pressure for 10.8%, and worker pressure for 6.8% [2] Group 2: FCA Proposals and Their Implications - The FCA's proposals aim to improve the transparency, reliability, and comparability of ESG ratings, addressing concerns about inconsistent methodologies and limited transparency [5][6] - The framework includes strengthening governance and oversight, managing conflicts of interest, and setting clear expectations for stakeholder engagement and complaints handling [5][6] Group 3: Impact on Companies - Companies will face increasing demands for demonstrable ESG performance due to regulatory pressure and stakeholder expectations [7] - Aligning internal ESG frameworks with the FCA's standards will enhance firms' ability to benchmark progress, identify risks, and communicate effectively with investors and customers [7]

Core Insights - Equinix, Inc. (EQIX) has launched a high-performance computer (HPC) in collaboration with Merck KGaA, utilizing Lenovo ThinkSystem servers and advanced liquid cooling technology [1][8] - The hybrid cloud infrastructure allows for rapid and efficient scaling of computing power, which is essential for various applications in life sciences, healthcare, and semiconductor industries [2][8] - Equinix's data centers are designed for efficiency, employing liquid cooling technology to manage high-performance workloads while minimizing energy consumption and environmental impact [4] Company and Industry Summary - The HPC platform developed by Lenovo and hosted by Equinix supports modern scientific discovery that relies on large data volumes and powerful computing models [3] - Equinix plays a crucial role in creating a neutral AI ecosystem with interconnected, high-performance infrastructure that facilitates secure data exchange and sovereignty across different clouds and regions [3] - In the last three months, EQIX shares have decreased by 4.3%, compared to a 2.7% decline in the industry [5]

Core Insights - Gamu Dave Innocent Pasi is a seasoned financial professional with extensive experience in financial analysis and investment research [1] - He has a strong background in analyzing financial statements, capital markets, and the macro-economy, providing actionable trading ideas and investment recommendations [1] - Gamu is recognized for his quantitative and qualitative analytical skills, simplifying complex financial concepts for broader audiences [1] Professional Background - Gamu holds a Postgraduate Executive Certificate in Investments and Portfolio Management and a Bachelor of Business Studies Honors degree in Banking and Finance [1] - His insights have been featured in reputable publications such as The Axis business magazine and Investment Quarterly (IQ) Magazine [1] - He is focused on building a new international investment portfolio and sharing insights with the global investing community [1] Investment Philosophy - Gamu is passionate about promoting financial inclusion, sustainability, and generating measurable social impact [1] - He advocates for Responsible Investment and actively fosters Environmental, Social, and Governance (ESG) principles in investment decision-making [1]

Core Insights - Rubicon Organics Inc. has published its fifth annual Environmental, Social and Governance (ESG) Report, highlighting its commitment to sustainable cannabis production and transparency in operations [1][2][4] Business Growth - The company achieved a net revenue growth of 410%, increasing from $9.4 million in 2020 to $49 million in 2024 [8] - Rubicon Organics is expanding its production capacity by over 40% through the acquisition and licensing of its Cascadia facility [6] Governance - The company emphasizes independent oversight by its board of directors and maintains transparent disclosures, including CEO pay ratio, to reinforce industry leadership [8] Environmental Impact - Despite a 410% increase in net revenue over five years, energy consumption rose only 17% and water usage increased by 58%, supported by initiatives like transitioning to the power grid and adopting drip irrigation [8] Social Responsibility - In 2024, 80% of employees expressed pride in working at Rubicon Organics, with an engagement survey participation rate of 86% for the employee base and 94% for temporary foreign workers [8]

Core Insights - Geron Corporation's stock is trading near its 52-week lows, having experienced a significant decline of double-digit percentages this year [1] - Over the past month, the company has faced mid single-digit losses [1] Company Overview - Geron Corporation is currently under pressure in the market, with its stock performance reflecting broader challenges [1] Analyst Background - Gamu Dave Innocent Pasi, a financial professional with extensive experience in investment research, emphasizes the importance of financial inclusion and sustainability in investment strategies [1] - Pasi has a strong track record in analyzing financial statements and capital markets, contributing to reputable publications [1]

Core Viewpoint - Wesdome Gold Mines Ltd. reported strong operating results for Q3 2025, achieving record gold production driven by the Eagle River mine, while Kiena mine faced operational challenges but is expected to improve in Q4 2025 [1][3][4]. Q3 and YTD 2025 Operating Performance - Eagle River milled 71,575 tonnes in Q3 2025, a 23% increase from Q3 2024, and 180,208 tonnes year-to-date (YTD), an 11% increase from YTD 2024 [2] - Average grade at Eagle River improved to 15.3 grams per tonne in Q3 2025, up 17% from Q3 2024, and 15.9 grams per tonne YTD, an 18% increase [2] - Gold production at Eagle River reached 34,296 ounces in Q3 2025, a 45% increase from Q3 2024, and 88,907 ounces YTD, a 31% increase [2] - Kiena milled 50,147 tonnes in Q3 2025, a slight decrease of 2% from Q3 2024, and 149,136 tonnes YTD, down 3% [2] - Kiena's average grade dropped to 10.2 grams per tonne in Q3 2025, a 22% decrease from Q3 2024, and 10.6 grams per tonne YTD, a 5% decrease [2] - Total gold production for the company was 50,465 ounces in Q3 2025, a 12% increase from Q3 2024, and 138,938 ounces YTD, a 13% increase [2] Financial Position - The company reported $266 million in cash and total liquidity exceeding $600 million at the end of September 2025, enabling the advancement of organic growth initiatives and a return of capital to shareholders [5] - A notice of intention has been filed with the Toronto Stock Exchange for a normal course issuer bid for Wesdome shares [5] Environmental, Social, and Governance (ESG) Commitment - Wesdome published its sixth annual ESG report, highlighting its commitment to safe operations, partnerships with Indigenous and local communities, and reducing environmental impact [6][9] Upcoming Events - The company will release its financial results on November 4, 2025, and host a conference call and webcast on November 5, 2025, to discuss these results [1][8]