CVR Partners (NYSE: UAN ) is a limited partnership that covers the supply chain of nitrogen fertilizer products. It operates as a growth company in the agricultural chemicals industry with products such as ammonium nitrate and general ammonia. These areAs a detail-oriented investor with a strong foundation in finance and business writing, I focus on analyzing undervalued and disliked companies or industries that have strong fundamentals and good cash flows. I have a particular interest in sectors such as Oi ...

At Trade With Beta , we also pay close attention to closed-end funds and are always keeping an eye on them for directional and arbitrage opportunities created by market price deviations. As you can guess, timing is crucial in these kinds of trades; therefore, you are welcome to join us for early access and the discussions accompanying these kinds of trades.Currently, only a small fraction of BDC bonds offer yields to worst above 8%. Today's article focuses on two of these rare exceptions that currently stan ...

Group 1 - The focus is on analyzing undervalued and disliked companies or industries with strong fundamentals and good cash flows, particularly in sectors like Oil & Gas and consumer goods [1] - Energy Transfer is highlighted as a company that was previously overlooked but now shows potential for substantial returns [1] - The investment strategy emphasizes long-term value investing while also considering deal arbitrage opportunities in various mergers and acquisitions [1] Group 2 - There is a clear preference for businesses that are understandable, avoiding high-tech and certain consumer goods sectors like fashion [1] - The article expresses skepticism towards investments in cryptocurrencies, indicating a lack of understanding of their value [1] - The aim is to connect with like-minded investors through Seeking Alpha to share insights and build a collaborative community focused on informed decision-making [1]

有色套利早报 研究中心有色团队 2025/06/04 铜：跨市套利跟踪 2025/06/04 国内价格 LME价格 比价 现货 78380 9597 8.14 三月 77490 9545 8.17 均衡比价 盈利 现货进口 8.21 -652.82 现货出口 174.38 锌：跨市套利跟踪 2025/06/04 国内价格 LME价格 比价 现货 22800 2645 8.62 三月 21940 2670 6.20 均衡比价 盈利 现货进口 8.73 -278.64 铝：跨市套利跟踪 2025/06/04 国内价格 LME价格 比价 现货 20120 2438 8.25 三月 19790 2442 8.15 均衡比价 盈利 现货进口 8.66 -1010.08 镍：跨市套利跟踪 2025/06/04 国内价格 LME价格 比价 现货 123000 15209 8.09 均衡比价 盈利 现货进口 8.27 -3743.49 | | 国内价格 | LME价格 | 比价 | | 均衡比价 | 盈利 | | --- | --- | --- | --- | --- | --- | --- | | 现货 | 16350 | ...

FMC Corporation (NYSE: FMC ) is a global agricultural giant that provides innovative and sustainable crop protection solutions. It traces its history back to 1883, when it initially developed a pump for spraying insecticides. Since, the company has drastically evolved, entering many businessesAs a detail-oriented investor with a strong foundation in finance and business writing, I focus on analyzing undervalued and disliked companies or industries that have strong fundamentals and good cash flows. I have a ...

SHANGHAI, China, May 27, 2025 (GLOBE NEWSWIRE) -- GDS Holdings Limited (“GDS Holdings”, “GDS” or the “Company”) (NASDAQ: GDS; HKEX: 9698), a leading developer and operator of high-performance data centers in China, today announced the commencement of a proposed registered public offering of American Depositary Shares (“ADSs”), each representing eight Class A ordinary shares, par value US$0.00005 per share, which the Company intends to loan (such loaned ADSs, the “Borrowed ADSs”) to an affiliate of the under ...

Core Viewpoint - Bilibili Inc. has successfully completed a US$690 million offering of convertible senior notes due 2030 and a concurrent offering of Class Z ordinary shares, aiming to enhance its content ecosystem and improve monetization efficiency [1][5]. Notes Offering - The offering included US$690 million in convertible senior notes, with an additional US$90 million purchased by initial purchasers [1] - The notes are senior, unsecured obligations maturing on June 1, 2030, with a conversion rate of 42.1747 Class Z ordinary shares per US$1,000 principal amount [3] - The initial conversion price is approximately HK$185.63 per Class Z ordinary share, representing a 27.1% premium over the closing price of HK$146.00 on May 21, 2025 [3] Interest and Use of Proceeds - The notes will bear an interest rate of 0.625% per year, payable semiannually starting December 1, 2025 [4] - Net proceeds from the offering will be used to enhance the content ecosystem, facilitate user growth, improve monetization efficiency, fund share repurchases, and for general corporate purposes [5] Concurrent Delta Offering - Bilibili completed a concurrent offering of 10,281,240 Class Z ordinary shares at HK$140.10 per share, borrowed from non-affiliate third parties [7] - The offering facilitated hedging transactions for investors subscribing to the notes, allowing them to establish short positions [7] - The company repurchased 5,588,140 Class Z ordinary shares for approximately HK$782.9 million as part of its share repurchase program [10]

有色套利早报 研究中心有色团队 2025/05/22 铜：跨市套利跟踪 2025/05/22 国内价格 LME价格 比价 现货 78440 9590 8.11 三月 77550 9576 8.17 均衡比价 盈利 现货进口 8.23 -527.73 现货出口 62.48 锌：跨市套利跟踪 2025/05/22 国内价格 LME价格 比价 现货 22760 2698 8.44 三月 22285 2727 6.19 均衡比价 盈利 现货进口 8.67 -634.36 铝：跨市套利跟踪 2025/05/22 国内价格 LME价格 比价 现货 20310 2484 8.17 三月 20140 2491 8.10 均衡比价 盈利 现货进口 8.69 -1273.39 镍：跨市套利跟踪 2025/05/22 国内价格 LME价格 比价 现货 124650 15324 8.13 均衡比价 盈利 现货进口 8.28 -3303.64 部或部分材料、内容。对可能因互联网软硬件设备故障或失灵、或因不可抗力造成的全部或部分信息中断、延迟、遗漏、误导或造成资料传输 或储存上的错误、或遭第三人侵入系统篡改或伪造变造资料等，我们均不承担 ...

Core Viewpoint - Bilibili Inc. has announced a Concurrent Delta Offering of its Class Z ordinary shares and an upsized offering of US$600 million in convertible senior notes due 2030, reflecting the company's strategic financial maneuvers to support its growth and investor confidence [1][2][4]. Group 1: Offering Details - The Concurrent Delta Offering involves 10,281,240 Class Z ordinary shares priced at HK$140.10 per share, with no new shares being issued, and the company will not receive any proceeds from this offering [3]. - The Notes Offering consists of US$600 million in aggregate principal amount of convertible senior notes, with an option for initial purchasers to buy an additional US$90 million [2][3]. - The Concurrent Delta Offering and the Notes Offering are contingent upon each other, indicating a strategic linkage between the two financial activities [3]. Group 2: Purpose and Strategy - Proceeds from the Notes Offering will be partially used for a Concurrent Repurchase, allowing investors to establish short positions in Class Z ordinary shares to hedge market risk [4]. - The Concurrent Repurchase reflects the company's confidence in its long-term strategy and growth, as repurchased shares will be cancelled [4]. Group 3: Company Background - Bilibili is a leading video community in China, targeting young generations with a mission to enrich their everyday lives through diverse video content [9]. - The company is known for its innovative "bullet chatting" feature, enhancing user engagement by allowing real-time comments during video viewing [9].

ATLANTA, May 20, 2025 /PRNewswire/ -- Southern Company (NYSE: SO) today announced an offering of $1.25 billion in aggregate principal amount of its convertible senior notes due June 15, 2028 (the "Convertible Notes") in a private placement to qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended (the "Securities Act"). In addition, Southern Company expects to grant the initial purchasers of the Convertible Notes an option to purchase, for settlement within a perio ...