Creating a Leading Global B2B Growth Accelerator Investor Presentation September 5, 2024 © TechTarget 1 Disclaimer (1/2) Additional Information and Where to Find It In connection with the proposed transaction (the "proposed transaction"), Toro CombineCo, Inc. ("NewCo") filed with the Securities and Exchange Commission (the "SEC") a registration statement on Form S-4 (File No. 333-280529) containing a preliminary proxy statement of TechTarget, Inc. ("TechTarget") that also constitutes a preliminary prospectu ...

Company Overview - Cameco is a large Canadian miner that produces and processes uranium into fuel for nuclear power plants and owns a 49% stake in Westinghouse, providing services to nuclear power companies [2] - It is one of the largest publicly traded producers of uranium globally [2] Market Dynamics - Cameco's stock price is influenced by uranium prices, which fell in February 2024 but have since recovered to around $58 per share [1] - The company operates primarily in North America, a region considered economically and politically stable, which is a key selling point for its uranium [4] - The nuclear power industry experiences significant swings due to external factors, with past events like the Fukushima meltdown impacting uranium demand [5] Long-term Outlook - There is an expected growing supply gap for uranium starting in 2030 due to increasing global nuclear power usage, which could lead to higher uranium prices [9] - Cameco's strategy of signing long-term contracts helps stabilize earnings during periods of falling uranium prices, making it a less volatile investment option [8][10] Investment Considerations - The long-term outlook for uranium demand suggests strong financial performance for Cameco as demand is projected to exceed supply [10] - The company is viewed as a "pick-and-shovel" play on the growth of nuclear power, appealing to conservative investors [10] - However, past nuclear power renaissances have not lasted, and potential future nuclear incidents could negatively impact the industry's perception [11][12]

Industry Overview - President Trump signed an executive order to boost the nuclear energy industry, aiming to overhaul the Nuclear Regulatory Commission and expedite the development of new nuclear power reactors [1] - The executive order is expected to catalyze a resurgence in the nuclear sector, potentially leading to increased demand for nuclear energy [1] Company Insights: NuScale Power - NuScale Power's stock surged following the executive order, reaching all-time highs, although the company currently lacks a marketable product [4][6] - The company is developing small modular reactors (SMRs), which are cheaper and quicker to build compared to traditional nuclear plants, and can be transported closer to population centers [7] - A significant milestone for NuScale will occur in 2025 when RoPower decides on purchasing six SMRs, which could pave the way for future contracts [8] Company Insights: Constellation Energy - Constellation Energy is the leading nuclear power producer in the U.S., with a capacity of 22.1 gigawatts, significantly higher than its nearest competitor [10] - The company sells power under long-term fixed-rate agreements, allowing it to benefit from rising power rates [11] - Constellation is investing in clean energy, including a partnership with Microsoft to restart the Three Mile Island Unit 1 nuclear plant, and is exploring SMR opportunities [12][13] - The company anticipates over 13% compound annual growth in adjusted operating earnings through 2030, with potential for accelerated growth if it finalizes its acquisition of Calpine [14] Company Insights: Cameco - Cameco is positioned to benefit from increased uranium demand as the U.S. aims to quadruple its nuclear energy capacity by 2050 [15] - The company highlighted that nearly 70% of the uranium requirements for future nuclear reactors remain uncovered, indicating a need for approximately 3.2 billion pounds of uranium by 2045 [17] - As one of the largest uranium producers, Cameco is experiencing increased long-term contracting activity and holds a 49% stake in Westinghouse Electric, enhancing its competitive edge [18] - Cameco has a strong financial position, having paid dividends annually since 1991, with a 33% increase last year, making it a favorable investment in the nuclear sector [19]

It may be time to sell Canopy Growth stock.Canopy Growth (CGC -20.76%) stock collapsed in morning trading Friday, down 20.5% through 11 a.m. ET after the company reported a comically bad earnings miss.Heading into today's report, analysts forecast the Canadian cannabis company would lose $0.20 per share in its fourth quarter of fiscal 2025. Instead, Canopy Growth reported a loss of (better sit down for this) $1.32 per share. Canopy Growth's gigantic Q4 missInvestors were not amused.Canopy management tried ...

CALGARY, Alberta, May 30, 2025 (GLOBE NEWSWIRE) -- PrairieSky Royalty Ltd. ("PrairieSky" or the "Company") (TSX: PSK) is pleased to announce that the Toronto Stock Exchange (the "TSX") has accepted the notice of PrairieSky's intention to commence a normal course issuer bid (the "NCIB"). On April 14, 2025, PrairieSky announced its intention to seek TSX approval to renew its NCIB for an additional one-year period. The NCIB allows the Company to purchase up to 15,355,946 common shares which represents approxim ...

工信部：鼓励芯片、服务器、网络和软件等各领域主体推广远程直接内存访问等新型高性能传输协议技 术 智通财经5月30日电，工业和信息化部印发《算力互联互通行动计划》。其中提出，加速节点内互联。 发挥服务器龙头企业牵引作用，联合产业链上下游共同开展新型高速互联总线协议设计开发应用。鼓励 芯片、服务器、网络和软件等各领域主体推广远程直接内存访问等新型高性能传输协议技术，提升传输 层多协议兼容适配能力。 ...

Core Viewpoint - Bombardier Inc. has successfully closed a US$500 million offering of Senior Notes due 2033 with a coupon rate of 6.750% per annum, maturing on June 15, 2033 [1] Group 1: Offering Details - The New Notes were sold at par and will be used to fund the repayment of outstanding indebtedness, specifically the redemption of US$500 million of 7.875% Senior Notes due 2027 [2] - Prior to the redemption, there is US$683,142,000 outstanding of the 2027 Notes [2] Group 2: Redemption Timeline - The redemption of the 2027 Notes is expected to be completed on June 13, 2025, following a notice of partial redemption issued on May 14, 2025 [3] Group 3: Regulatory Information - The New Notes have not been registered under the United States Securities Act and were offered only to qualified institutional buyers in the U.S. and accredited investors in Canada [4]

Applied Materials, Inc. (NASDAQ:AMAT) Bernstein 41st Annual Strategic Decisions Conference May 29, 2025 10:00 AM ET Company Participants Gary Dickerson - President and Chief Executive Officer Conference Call Participants Stacy Rasgon - Bernstein Research Stacy Rasgon My guest today, Gary Dickerson, the President and CEO of Applied Materials. Before I start, I want to mention if you have questions that you'd like to get asked during the presentation, you should have a link to the pigeonhole form where you ca ...

Investment Rating - The report maintains an "Overweight" (OW) rating for Weichai Power with a price target of HK$22.00 for the H shares and Rmb24.00 for the A shares, both with a target date of December 31, 2026 [4][13]. Core Insights - Weichai Power is positioned as a growth stock within the heavy-duty truck (HDT) and engine markets, anticipating double-digit year-on-year monthly sales growth due to the China IV HDT trade-in program starting in June/July 2025 [2][3]. - The company is making significant advancements in large-bore engines and AI Data Center (AIDC) engines, targeting sales of 10,000-12,000 units in 2025, with a goal of capturing a 10% market share in China and 5% globally for AIDC engines [7][8]. - Weichai is enhancing its new energy capabilities through collaboration with BYD, focusing on electric HDT solutions and leveraging technology and customer resources to drive growth [2][7]. Summary by Sections Heavy-Duty Truck Market - China's domestic HDT sales are expected to increase significantly due to the trade-in program, with management projecting full-year sales to reach approximately 1 million units, implying a 15-20% year-on-year growth for the remaining months of 2025 [3][4]. - Weichai holds a dominant market share of around 60% in the domestic LNG HDT engine market, positioning itself to benefit from the increased demand for LNG trucks [3][4]. Engine Development - Weichai aims to sell 1,000-1,200 AIDC units in 2025, significantly increasing from 400 units in 2024, with a production capacity expansion to 4,000 units planned for the long term [7][8]. - The company produced nearly 200 AIDC power engines in Q1 2025, with 55% of these engines destined for overseas markets, indicating strong international demand [7]. New Energy Initiatives - Weichai anticipates that EV penetration in China will reach around 30% in the medium term, up from 20% year-to-date, while addressing challenges related to long-distance EVs [7][8]. - The Yantai New Energy Industrial Park Phase I is set to produce electric solutions for various vehicle types, marking a significant step in Weichai's strategic transition towards new energy [7][8]. Valuation - The price target of HK$22.00 for Weichai Power's H shares and Rmb24.00 for A shares is based on a discounted cash flow (DCF) valuation, with a weighted average cost of capital (WACC) of 9.4% [9][14].

- The Golden Dome for America is game changer. - President Trump's Golden Dome plan might look simple here, but if the $175 billion missile defense shield is going to work the way he wants it to, the US will need to put technology into space that is incredibly complex. In some cases, we're talking about satellites that don't even exist yet.- The only time that I can think of in the history of the United States where we have gone after something this complex was the Manhattan Project. - In the short term, ex ...