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Cabot: An Interesting Specialty Chemical Play
Seeking Alpha· 2025-07-28 12:17
If you like to see more ideas, please subscribe to the premium service "Value in Corporate Events" here and try the free trial. In this service, we cover major earnings events, M&A, IPOs, and other significant corporate events with actionable ideas. Furthermore, we provide coverage of situations and names on request!Shares of Cabot Corporation ( NYSE: CBT ) have seen a 35% pullback from the highs of last year, following a rather stagnant performance of business; in fact, earnings are up a bit so far this ye ...
MARA Holdings, Inc. Completes Upsized $950 Million Offering of 0.00% Convertible Senior Notes due 2032
Globenewswire· 2025-07-28 12:05
Miami, FL, July 28, 2025 (GLOBE NEWSWIRE) -- MARA Holdings, Inc. (NASDAQ: MARA) (“MARA” or the “Company”), a leading digital energy and infrastructure company, today announced the closing on July 25, 2025 of its upsized offering of 0.00% convertible senior notes due 2032 (the “notes”). The aggregate principal amount of the notes sold in the offering was $950 million. MARA also granted the initial purchasers an option to purchase up to an additional $200 million aggregate principal amount of the notes within ...
X @Bloomberg
Bloomberg· 2025-07-28 10:05
The US reporting season is off to a strong start, but it would be premature to write off the impact of tariffs on inflation and corporate earnings, according to RBC Capital Markets strategists https://t.co/PnCh9sgwo8 ...
X @Bloomberg
Bloomberg· 2025-07-28 08:16
Goldman Sachs is shuffling part of its Tokyo leadership to boost its capital markets business, as Japan’s corporate governance overhaul generates more dealmaking opportunities for investment banks https://t.co/c09QmZm5DW ...
Electrum Discovery Reports Results of its Annual and Special Meetings of Shareholders and Welcomes Michael Williams and John Anderson to the Board of Directors
Thenewswire· 2025-07-28 06:00
Core Viewpoint - Electrum Discovery Corp. successfully held its Annual General and Special Meeting, with shareholders approving all items proposed by the Board of Directors and management [1]. Board of Directors - Michael Williams and John Anderson were elected to the Board, replacing Eric Rasmussen and R. Michael Jones [2]. - Michael Williams brings 29 years of mining industry experience and has held leadership roles in several public companies, including serving as Executive Chairman of Aftermath Silver [3]. - John Anderson has over 20 years of capital markets experience in the resource sector and has been involved in founding multiple start-up companies [4]. Voting Results - The voting results showed overwhelming support for the number of directors, with 99.99% voting in favor [5]. - Specific votes included: - Appointment of Smythe LLP as auditors received 100% approval [5]. - The Stock Option Plan received 92.02% approval, while the Equity Incentive Compensation Plan received 90.32% approval [5]. - The proposal for corporate jurisdiction continuance to the Abu Dhabi Global Market received 99.60% approval [5][6]. Corporate Strategy - The decision to continue the corporate jurisdiction to the Abu Dhabi Global Market was made for strategic reasons, with the timing subject to Board discretion and regulatory approvals [6][7]. - Electrum Discovery Corp. focuses on mineral exploration and development in the Western Tethyan Belt, with significant projects in Serbia [7]. Project Details - The Timok East project covers 123 square kilometers in the Timok copper-gold region, located near the Bor Mining Complex [7]. - The Novo Tlamino project has an inferred mineral resource estimate of 670,000 oz AuEq, with a Preliminary Economic Assessment conducted in January 2021 [8].
CORRECTION -- ISS Recommends Allied Gaming Stockholders Vote Knighted's Blue Proxy Card
GlobeNewswire News Room· 2025-07-27 19:29
Core Viewpoint - Knighted Pastures, LLC, which owns approximately 31.5% of Allied Gaming's shares, advocates for change in the company's board and recommends shareholders vote for their nominee, Roy Choi, at the upcoming annual meeting [1][2]. Group 1: Operational Performance and Governance - Allied Gaming has underperformed financially and operationally across various metrics, lacking a clear strategy and exhibiting poor corporate governance [2][4]. - The company's overall financial performance has been characterized by slow revenue growth and persistent losses since 2019, continuing into Q1 2025 [4]. - There are significant concerns regarding the independence of the board, particularly due to ties with the largest shareholder, Ourgame, which raises questions about governance and decision-making [3][6]. Group 2: Proxy Advisory Firm's Recommendations - Institutional Shareholder Services Inc. (ISS) has recommended that stockholders vote for the election of Knighted's Class B director candidate, Roy Choi, citing the need for boardroom change [1][4]. - ISS supports Knighted's critique of Allied Gaming's unfocused strategy and lack of transparency in capital allocation decisions, which have led to operational challenges and litigation risks [4][6]. Group 3: Strategic Vision - Knighted emphasizes the need to restore accountability in the boardroom and implement a coherent strategic vision to unlock Allied Gaming's untapped potential for sustainable growth [4][5]. - The company has faced challenges with operational performance and has not provided shareholders with sufficient information to evaluate its performance effectively [4].
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of The J.M. Smucker Company - SJM
Prnewswire· 2025-07-27 14:00
Core Insights - Pomerantz LLP is investigating potential securities fraud or unlawful business practices by The J.M. Smucker Company and its officers or directors [1] - Smucker's acquisition of Hostess Brands for approximately $5.5 billion has led to significant financial challenges, including substantial impairment charges and declining sales in the Sweet Baked Snacks segment [2] Financial Performance - On November 7, 2023, Smucker completed the acquisition of Hostess Brands, recording $2.4 billion as goodwill in the Sweet Baked Snacks segment [2] - Q3 2025 results showed an 8% decrease in comparable net sales for Sweet Baked Snacks, alongside a $794 million impairment charge related to goodwill and a $208 million impairment charge for the Hostess Brand trademark [2] - Q4 2025 results revealed a further 14% decrease in comparable net sales for Sweet Baked Snacks, with an additional $867 million impairment charge for goodwill and a $113 million impairment charge for the Hostess Brand trademark [2] - Following these disappointing results, Smucker's stock price dropped by $17.44 per share, or 15.59%, closing at $94.41 per share on June 10, 2025 [2] Strategic Outlook - The company has revised its 2026 financial plan, indicating decreased net sales in the Sweet Baked Snacks segment due to sustained underperformance since the acquisition [2]
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Dow Inc. - DOW
Prnewswire· 2025-07-27 14:00
NEW YORK, July 27, 2025 /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of Dow Inc. ("Dow" or the "Company") (NYSE: DOW). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.The investigation concerns whether Dow and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices. [Click here for information about joining the class action]On July 24, 2025, Dow issued a press release ...
大模型隐私安全和公平性有“跷跷板”效应,最佳平衡法则刚刚找到 | 人大&上海AI Lab
量子位· 2025-07-27 11:57
Core Insights - The research from Renmin University and Shanghai AI Lab reveals that enhancing privacy protection in large language models (LLMs) can lead to a significant drop in fairness, with a decline of up to 45% [1][8] - The study identifies a "seesaw effect" caused by coupled neurons that encode both fairness and privacy, leading to conflicts during model optimization [1][10] Group 1: Ethical Challenges in LLMs - The concept of "Alignment Tax" describes the trade-off where optimizing for alignment-related goals often sacrifices other foundational capabilities like general knowledge and reasoning [3] - As LLMs are increasingly integrated into critical sectors such as healthcare, finance, and education, ensuring models maintain fairness and privacy has become essential [4][5] - Users expect LLMs to protect privacy while also ensuring fairness, but achieving both simultaneously is challenging [7] Group 2: SPIN Methodology - The SPIN method is introduced as a training-free solution that involves precisely suppressing 0.00005% of key neurons to enhance both fairness and privacy [2][12] - The approach involves three steps: identifying critical neurons, locating coupled neurons that impact both fairness and privacy, and implementing suppression to decouple their effects [13][15][16] - SPIN demonstrates significant improvements in fairness and privacy metrics across various models, outperforming traditional fine-tuning methods [17][18][19] Group 3: Performance and Robustness - SPIN allows for zero-cost deployment, requiring only a one-time neuron scan, and operates without additional computational costs during inference [20] - The method shows resilience even when trained on harmful data, maintaining stable improvements in fairness and privacy [26][31] - SPIN's effectiveness is validated through various benchmark tests, indicating that it can enhance model performance without sacrificing intelligence [21][22] Group 4: Broader Implications - The principles behind SPIN can be extended to address other ethical conflicts in AI, such as balancing safety and utility [37] - The research highlights the importance of understanding neuron-level interactions to create more responsible AI systems [12][37]
GrafTech: Green Shoots Talk Not Yet Seen In The Results
Seeking Alpha· 2025-07-27 09:39
Core Viewpoint - The situation surrounding GrafTech (NYSE: EAF) is highly uncertain due to depressed graphite electrode prices, reported losses, poor governance, and an elevated debt load, despite debt extension providing some time for the company [1]. Group 1 - GrafTech is facing challenges with its graphite electrode prices, which are currently depressed [1]. - The company has reported losses, indicating financial difficulties [1]. - Governance issues have been highlighted as a concern for GrafTech [1]. - The company's debt load is elevated, adding to the uncertainty of its situation [1].