Core Insights - Amcor has appointed Stephen R Scherger as the new executive vice-president and chief financial officer (CFO), effective from November 10, 2025, succeeding Michael Casamento who is stepping down after ten years in the role [1][2] - Scherger brings over three decades of experience in operations, finance, and strategic roles within the packaging sector, and aims to contribute to ongoing integration commitments and long-term organic growth [2][3] - Amcor has reiterated its financial guidance for the first quarter and full-year 2026, forecasting adjusted earnings per share (EPS) of 80 to 83 cents, representing a 12% to 17% growth on a constant-currency basis, and expects free cash flow of $1.8 to $1.9 billion for fiscal year 2026 [4] Company Developments - Michael Casamento will remain with Amcor in an advisory capacity until June 30, 2026, to ensure a smooth transition [1] - The company has recently completed an upgrade at its recycling facility in Heanor, UK, aimed at enhancing high-performance recycling infrastructure in Europe and supporting the transition to a circular economy [5]

Core Insights - Metallium Limited's U.S. subsidiary, Flash Metals USA Inc., has signed a Memorandum of Understanding (MOU) with Glencore plc to explore long-term collaboration in electronic scrap supply and metal offtake in the U.S. [1][2] Company Overview - Metallium is focused on a low-carbon, high-efficiency method for recovering critical and precious metals from various waste streams, utilizing its patented Flash Joule Heating (FJH) technology [5][6]. - Glencore is a leading diversified natural resource company, involved in the production and marketing of over 60 commodities, and is a major player in e-waste recycling, processing around 100,000 tons of e-waste annually [4][5]. MOU Details - The MOU establishes a framework for collaboration, with Glencore expected to supply significant feedstock for Metallium's first commercial facility and purchase up to 75% of its marketable recycled products [5][6]. - The agreement is set to last until the end of the year, pending the negotiation and execution of definitive agreements [2][3]. Strategic Importance - The partnership is seen as a milestone for Metallium, securing critical feedstock and supporting its expansion plans, positioning the company alongside a major player in global recycling [3][4]. - Metallium's operations align with U.S. strategic supply chain objectives, enhancing its potential for near-term production and revenue generation [6].

Core Insights - Banas Dairy has initiated a pilot project to purchase cow urine from local farmers at ₹5 per litre, aiming to enhance rural incomes and promote organic farming [1][4][5] Group 1: Project Overview - The initiative targets farmers rearing the indigenous Kankrej breed, with collected urine processed into organic soil conditioners and plant growth promoters [2][6] - The project is expected to create a multi-crore rural economy by commercializing cow urine, which has traditionally been underutilized [5][9] Group 2: Economic Impact - The project provides direct financial benefits to cattle owners, many of whom previously had no use for cow urine, thereby supporting Banas Dairy's eco-friendly agricultural inputs [4][7] - Farmers can potentially earn ₹50-60 daily from cow urine in addition to ₹100-150 from milk sales, improving their overall income [7] Group 3: Circular Economy - The initiative exemplifies a circular economy where cow dung and urine rejuvenate soil, supporting cattle feed and milk production [7][8] - Banas Dairy has also been collecting cow dung for its Compressed Biomethane Gas (CBG) plant, further integrating sustainable practices [9]

Group 1: American Resources (AREC) - American Resources has experienced a stock price surge of 173% in 2025 due to its pivot from coal production to critical minerals essential for clean energy infrastructure [5] - The U.S. imports nearly 100% of its rare earth elements, highlighting a significant opportunity for domestic production supported by billions in federal funding [6] - The company's ReElement Technologies subsidiary focuses on battery material recycling and purification, providing an additional revenue stream tied to the circular economy [6] Group 2: Freshworks (FRSH) - Freshworks is a profitable growth software company that reported over $200 million in revenue last quarter, reflecting low-teens growth year over year [9] - The company has gross margins exceeding 84% and is narrowing operating losses while expanding its product suite with AI-powered features [10] - Despite its steady growth, Freshworks' stock has declined by 23% this year, primarily due to competition from larger players like Salesforce and ServiceNow [9][11] Group 3: Investment Strategy - A $1,000 investment split between American Resources and Freshworks represents a barbell strategy, balancing high-risk exposure to critical minerals with a more traditional growth story [12] - American Resources offers potential for significant returns if government support continues, while Freshworks is trading at a discount compared to the S&P 500 and its peers [12]

Group 1: Purchase Order and Financial Impact - Vow ASA and its subsidiary Scanship received a purchase order from a major European shipyard worth EUR 11.3 million, with deliveries starting mid-June 2026 and continuing throughout 2027 [1] - The order was initially mentioned as an option in a stock market announcement on 8 February 2024, and the customer retains an option to order similar equipment for one additional vessel at a later stage [1] Group 2: Commitment to Sustainability - The contract reinforces Vow ASA's commitment to reliable and sustainable solutions, as stated by the CEO Gunnar Pedersen [2] - Scanship technology will ensure that all wastewater on the ships is purified according to the highest standards at sea, specifically for the Baltic Sea and Alaskan State waters [3] Group 3: Waste Management and Environmental Compliance - The waste management system processes residue sludge, food waste, and other biogenic waste through several steps, including dewatering, homogenization, thermal hydrolysis, drying, and pyrolysis [3] - The end products from this system include climate-neutral energy and carbon for capture and storage (CCS), enhancing the onboard circular economy by recovering valuable commodities like glass and aluminum [4] Group 4: Industry Leadership and Technological Advancements - Vow ASA is a market leader in wastewater purification and valorisation of waste, providing technology that enables industries to transition towards a fossil-free future [9] - The company's advanced technologies allow for the conversion of biomass, sewage sludge, plastic waste, and end-of-life tyres into clean energy and low carbon fuels, supporting industry decarbonisation [7][9]

Financial Results - The company reported a solid cash position of €72 million as of June 30, 2025, providing a cash horizon of more than 12 months, thanks to a cost-saving plan executed in the first half of 2025 [2][6] - Revenue for the first half of 2025 was €519,000, compared to €73,000 in the same period of 2024, indicating significant growth [12][27] - The current operating loss improved to €17.6 million from €20 million year-over-year, attributed to reduced operating expenses and increased revenues [14][15] Regulatory Environment Developments - A new decree in France provides financial incentives for incorporating recycled materials into products, offering a €1,000/ton bonus for using biorecycled plastics in sensitive-contact packaging [3][9] - This regulatory change is expected to accelerate customer adoption of CARBIOS' technology, allowing the company to supply high-quality recycled PET (r-PET) at a competitive price [3][9] Longlaville PET Biorecycling Plant Update - The construction of the Longlaville biorecycling plant is expected to resume before the end of 2025, contingent upon securing additional funding [6][9] - The plant is set to be commissioned in the second half of 2027, with significant progress made in securing public funding and interest from private investors [6][9][13] - Pre-sales of products from the future plant are progressing, supported by a favorable regulatory environment [7][9] Licensing and Technological Development - The company remains committed to the commercialization of licenses for its technology, supported by technological maturity and ongoing negotiations with various partners [10] - CARBIOS has secured a significant portion of its raw material supply and signed polymerization contracts, strengthening the project's industrial foundations [7][10] Cash Flow and Financial Position - The net cash consumption for the first half of 2025 was €18.1 million, a decrease from €102.1 million in 2024, reflecting improved cash management [19][30] - Cash and cash equivalents at the end of the period stood at €71.7 million, down from €89.8 million at the beginning of the period [19][30]

Core Points - Northstar Clean Technologies Inc. will participate in the MicroCap Rodeo Conference on September 25, 2025, in New York City [1][2] - CEO Aidan Mills will present the company's operational highlights, growth initiatives, and strategic direction during the conference [2] - The conference will feature approximately 15 microcap companies, providing investors with opportunities for group presentations and one-on-one meetings [3] Company Overview - Northstar is a Canadian waste-to-value technology company focused on the sustainable recovery and reprocessing of asphalt shingles [4] - The company has developed a proprietary design process to extract liquid asphalt from discarded shingles, which can be reused in new asphalt shingle manufacturing and construction products [4] - Northstar aims to lead the recovery and reprocessing of asphalt shingles in North America, addressing environmental concerns related to landfill waste [4]

Core Insights - Flex Ltd. has experienced a significant stock surge of 75% over the past year, outperforming the Zacks Electronics - Miscellaneous Products industry, the Zacks Computer and Technology sector, and the S&P 500 composite, which grew by 7.5%, 31.2%, and 18.8% respectively [1] - The company has also outperformed several peers, with its stock closing at $58.65, near its 52-week high of $58.8 [2] Company Overview - Flex is based in Singapore and operates with a diverse workforce across 30 countries, providing advanced manufacturing solutions and a wide array of services including design, engineering, and circular economy solutions [3] - The company has transformed into an end-to-end solutions provider, offering services from design to supply chain integration across various products, including electronics and athletic footwear [4] Competitive Advantages - Flex's global manufacturing scale is a key competitive advantage, operating over 49 million square feet worldwide, with significant facilities in the U.S. and Mexico [5] - The company utilizes AI-enabled systems and advanced automation to enhance speed, flexibility, and resilience, particularly in regulated markets such as automotive, healthcare, and industrials, which account for approximately 75% of total revenues [5] Growth Strategy - Flex is aggressively expanding into the high-growth data center market, targeting $6.5 billion in revenue with at least 35% growth, which will represent 25% of total sales [8][11] - Recent acquisitions, including JetCool and Crown Systems, are aimed at enhancing its capabilities in liquid cooling and power solutions for data centers [12] Financial Performance - Flex's shares are currently trading at a price/earnings ratio of 20.62, which is lower than the industry average of 25.36, indicating a potential valuation opportunity [15][18] - The company has raised its fiscal 2026 outlook, driven by strong data center momentum and expanded power capacity in Europe [19]

Core Insights - Jefferson County successfully conducted its first online surplus property sale, auctioning a 29.52-acre land parcel for $387,000 [1][2] - The move to an online auction format aimed to expand the buyer base and increase sale totals, reflecting a shift in how local governments can leverage online platforms for asset sales [2][3] Company Insights - GovDeals is the leading online marketplace for government agencies to sell surplus assets, including real estate, with a focus on transparency and efficiency in the sales process [4] - The platform has facilitated over $15 billion in sales, showcasing its effectiveness in the surplus asset market [4] Industry Trends - The trend of moving government surplus sales online aligns with consumer behavior, as more people are accustomed to purchasing items online, from everyday goods to high-value assets [3] - The success of Jefferson County's auction indicates a growing acceptance and potential for online platforms in the public sector to enhance revenue from surplus sales [2][3]

Core Viewpoint - Bion Environmental Technologies, Inc. has simplified its capital structure by eliminating legacy convertible obligations and issuing fewer shares, which will enhance transparency and facilitate strategic partnerships moving forward [1][6]. Capital Structure Changes - The company has eliminated obligations that could have increased outstanding shares by up to 22,948,405 shares, resulting in a net reduction of approximately 14,369,659 fully diluted shares [2]. - The holders will receive a total of 8,101,746 shares of common stock as part of the settlement [2]. - In addition, 1,321,000 warrants were not extended and were exercised, leading to the issuance of 209,816 shares and a further reduction of 1,111,184 fully diluted shares [5]. Settlements and Agreements - Settlements were made with two affiliates and three non-affiliates of the company, including family members of the late former CEO Dominic Bassani [3]. - The transactions were effective as of September 15, 2025, with shares to be issued on January 15, 2026, or earlier upon holder election [4]. - This is in addition to a previous Giveback Agreement in April 2024, where 6,187,500 shares and 2,500,000 shares were surrendered [4]. Strategic Direction - The CEO emphasized the importance of simplifying the company’s structure to maximize transparency and facilitate the identification of strategic partners and projects [6]. - The company’s patented Ammonia Recovery System (ARS) aligns with global trends towards circular economy models and low-carbon agriculture, addressing environmental concerns related to ammonia emissions from organic waste [6].