Growth of the property portfolio Retail Park Horizon Provence (France) €22,8 million EURINVESTMENT AMOUNT Results for the 1st quarter for the financial year 2025/2026 €1.39EPRA EARNINGS PER SHARE€68.56INTRINSIC VALUE PER SHARE (EPRA NTA)StabilityOF THE FAIR VALUE OF THE PORTFOLIO96.6%EPRA OCCUPANCY RATE41.4%EPRA DEBT RATIO (EPRA LTV) ESG implementation: 90 new charging stations installed in France Attachment Interim statement at 31.12.2025 ...

Sustainability leadership continues to serve as a competitive advantage, reducing regulatory risk and energy costs while attracting tenants with high ESG standards.The Empire State Building Observatory delivered resilient performance through increased revenue per capita and domestic demand, offsetting a decline in international tourist visitation.Leveraged a proactive balance sheet to execute all-cash acquisitions, such as 130 Mercer in SoHo, providing certainty of close in a volatile capital market environ ...

Core Viewpoint - Orrön Energy is navigating a challenging market environment characterized by price volatility and increased operational costs, while making progress in project sales and securing grid connections for future growth [7][8][12]. Financial Performance - For the year 2025, Orrön Energy reported a revenue from power generation of MEUR 24.9, a decrease from MEUR 25.7 in 2024, while project sales contributed MEUR 4.0 [4]. - The company recorded a proportionate EBITDA of MEUR -4.5 for the year, impacted by lower power generation volumes and higher balancing costs [12]. - Proportionate net debt stood at MEUR 89, with a liquidity headroom available through a MEUR 170 revolving credit facility [6]. Operational Highlights - Proportionate power generation amounted to 800 GWh for the year, with total generation including ancillary services reaching 839 GWh [5][9]. - The company secured grid connections for six large-scale solar and data center projects in the UK, with a combined capacity of 2.9 GW [5][11]. - Agreements were made to sell three German solar projects totaling 234 MW for up to MEUR 14, contributing to a total of MEUR 18 in project sales agreements for the year [5][10]. Market Conditions - The market conditions in the Nordics remained challenging, with an average realized price of EUR 36 per MWh in 2025, reflecting significant price volatility [8]. - The company implemented operational strategies to manage price volatility, including voluntary curtailments, which improved financial performance despite impacting production volumes [8][9]. Future Outlook - The company anticipates proportionate power generation in 2026 to be between 800 and 950 GWh, considering uncertainties such as weather variability [9]. - There is optimism regarding higher electricity prices and a strong futures price for 2026, alongside expectations of significant returns from the greenfield business [13].

Core Viewpoint - Bonterra Resources Inc. has received UL 2723 ECOLOGO® Certification for its exemplary environmental, social, and governance (ESG) practices in mineral exploration, highlighting its commitment to sustainable development [1][2]. Company Developments - The company granted 545,000 restricted share units (RSUs) to its officers, which are subject to a one-year vesting period [2]. - Additionally, Bonterra granted stock options to acquire 1,660,000 common shares, with an exercise price of $0.18 per share, vesting immediately and valid for five years [3]. Exploration Assets - Bonterra is a Canadian gold exploration company with advanced exploration assets, including the Gladiator, Barry, Moroy, and Bachelor gold deposits. These collectively hold 7.4 million tonnes at 5.21g/t Au for 1.24 million ounces in the Measured and Indicated categories, and 9.2 million tonnes at 6.05g/t Au for 1.78 million ounces in the Inferred category [4]. Joint Venture Agreement - In November 2023, Bonterra entered into a joint venture agreement with Osisko Mining for the Urban-Barry properties, which include the Gladiator and Barry deposits. Following the acquisition of Osisko Mining by Gold Fields Ltd. for C$2.16 billion in October 2024, Gold Fields became the counterparty to the JV Agreement. Gold Fields can earn a 70% interest in the joint venture by incurring C$30 million in work expenditures by November 2026 [5].

Table of Contents As filed with the Securities and Exchange Commission on February 17, 2026 Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM F-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 SCHMID Group N.V. (Exact name of Registrant as specified in its charter) (State or other jurisdiction of incorporation or organization) The Netherlands 3823 N/A (Primary Standard Industrial Classification Code Number) (I.R.S. Employer Identification No.) Robert ...

Core Insights - The fourth quarter of 2025 saw a strong divergence in market performance, with AI beneficiaries and cyclical sectors leading, while quality growth strategies faced challenges [1] - The SGA Emerging Markets Growth Strategy portfolio returned 0.8% (Gross) and 0.6% (Net) in Q4 2025, underperforming against the MSCI EM Net TR Index return of 4.7% and the MSCI EM Growth Net TR Index return of 3.3% [1] - For the full year 2025, the portfolio achieved returns of 23.8% (Gross) and 22.8% (Net), lagging behind the indexes which returned 33.6% and 34.3% respectively [1] - The portfolio anticipates annual revenue growth of 13% and earnings growth of 16% over the next three years [1] Company Insights - Alcon Inc. (NYSE:ALC) is highlighted as a key stock in the SGA Emerging Markets Growth Strategy, focusing on eye care products [2] - Alcon Inc. experienced a one-month return of 0.25% and a 12.05% decline in share value over the past 52 weeks, with a closing stock price of $79.20 and a market capitalization of $39.052 billion as of February 13, 2026 [2] - The SGA Emerging Markets Growth Strategy engaged with Alcon's leadership team in December 2025 to discuss ESG matters, specifically compensation and sustainability [3]

Core Insights - The fourth quarter of 2025 saw a strong divergence in market performance, with AI beneficiaries and cyclical sectors leading, while quality growth strategies faced challenges [1] - The SGA Emerging Markets Growth Strategy portfolio returned 0.8% (Gross) and 0.6% (Net) in Q4 2025, underperforming compared to the MSCI EM Net TR Index return of 4.7% and the MSCI EM Growth Net TR Index return of 3.3% [1] - For the full year 2025, the portfolio achieved returns of 23.8% (Gross) and 22.8% (Net), lagging behind the indexes which returned 33.6% and 34.3% respectively [1] - The portfolio anticipates annual revenue growth of 13% and earnings growth of 16% over the next three years [1] Company Focus: Yum China Holdings, Inc. - Yum China Holdings, Inc. (NYSE:YUMC) is highlighted as a key stock in the SGA Emerging Markets Growth Strategy, with a market capitalization of $19.578 billion [2] - As of February 13, 2026, Yum China Holdings, Inc. shares closed at $55.42, with a one-month return of 16.55% and a twelve-month increase of 12.73% [2] - In November 2025, the company engaged with Yum's ESG team, including the Chief Sustainability Officer and legal department, indicating a focus on sustainability initiatives [3]

Wesco International Q1 2026 Investor Presentation Forward-Looking Statements and Non-GAAP Measures All statements made herein that are not historical facts should be considered as "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Such statements involve known and unknown risks, uncertainties and other factors that may cause actual results to differ materially. These statements include, but are not limited to, statements regarding business strategy, grow ...

一种新的板块配对交易策略正在华尔街兴起， "做多能源+做空可选消费"组合取代了科技股多年来的主导地位，成为当前最具吸引力的板块交易之一。 彭博宏观策略师Simon White日前撰文称，今年以来，在油价反弹的推动下， 美国能源股上涨超过20%，表现优于包括科技股在内的所有其他板块 。与此同 时， 投资者正在做空可选消费板块。该板块包括亚马逊和特斯拉等非AI核心企业，以及传统零售股。 12月零售销售数据疲软引发了对消费者健康状况的担忧，而玩具制造商美泰发布疲弱盈利预期后，其股价创下自1999年以来最大单日跌幅，进一步打击了市场 情绪。 数据显示， 可选消费股的空头持仓比率增幅已超过科技股，而能源股的空头持仓比率则降至近一年来的最低水平附近 。分析认为，这一趋势反映出投资者对 不同板块前景的重新评估，以及在通胀环境下对实物资产配置的偏好转变。 因此，投资者并未大举做空AI开发商，而是将做空目标锁定在可选消费类股票上。 这一类别不仅包括亚马逊和特斯拉等非纯粹AI开发商，还涵盖了标准的零售股。市场情绪受到具体数据的打击： 12月零售销售表现疲软，引发了外界对消费者健康状况的担忧；美泰（Mattel）因发布疲弱的盈利预 ...

Corporate Governance Roadshow 2026 Richard Ridinger, Chairman of the Supervisory Board February 2026 INTAG Governance Update Supervisory Board Elections & Remuneration System The Supervisory Board is a highly qualified and experienced team with diverse backgrounds Richard Ridinger – Chair of the Supervisory Board Wijnand P. Donkers Not standing for re-election Suja Chandrasekaran ■ Int. experience: Positions in USA and Brazil Ulrich M. Harnacke Standing for re-election Susanne Wiegand Dominik de Daniel ■ In ...