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Regeneron Pharmaceuticals: My Highest Conviction Pharma Pick For 2025
Seeking Alpha· 2025-07-10 13:15
Regeneron Pharmaceuticals, Inc. ( REGN ) share price has fallen 22.5% over the past six months, reflecting Wall Street concerns about the prospects of its Eylea franchise in the short term due to increased competition from itsWith over two decades of dedicated experience in investment, Allka Research has been a guiding force for individuals seeking lucrative opportunities. Its conservative approach sets it apart, consistently unearthing undervalued assets within the realms of ETFs, commodities, technology, ...
Star Alliance International Corp. Sells its Assets to NoHo, Inc. in Exchange for NoHo, Inc.'s Publicly Traded Stock
Prnewswire· 2025-07-10 13:05
LAS VEGAS, July 10, 2025 /PRNewswire/ -- Star Alliance International Corp. (OTC: STAL) ("STAR" or the "Company") today announced that it has successfully closed the sale of its assets to NoHo, Inc. (OTC: DRNK) ("DRNK") in exchange for shares of DRNK's publicly traded stock.This transaction is an excellent move for STAR and its shareholders. Following the completion of DRNK's audits and the effectiveness of its registration statement, STAR shareholders will receive a dividend distribution of DRNK shares, est ...
Mach Natural Resources (MNR) Earnings Call Presentation
2025-07-10 12:59
Acquisitions Overview - Mach Natural Resources LP is entering into two definitive agreements to acquire oil and gas assets to enhance scale and add strategic multi-basin positioning[11] - The acquisitions include Sabinal Energy for a purchase price of $787 million, consisting of $325 million in cash and 32 million units[10] - The acquisitions include IKAV San Juan for a purchase price of $500 million, consisting of $200 million in cash and 21 million units[10] Pro Forma Impact - Pro forma Q1 2025 production increases to 152 mboe/d, up from Mach's standalone 81 mboe/d[13] - The acquisitions diversify the company's production mix, resulting in a pro forma liquids/gas ratio of 34%/66%[13] - The combined net acreage increases to 2,815,000 acres, including 130,000 net acres from Sabinal and 570,000 net acres from IKAV San Juan[13] Strategic Benefits - The transactions reinforce the company's commitment to financial strength by funding approximately 60% with common equity issued to sellers[15] - The acquisitions are accretive to the business, with assets being acquired at a discount to PDP PV-10[15] - The acquisitions reduce the company's base decline rate from 20% to 15%[17]
FFSM: Rates A Hold Because Performance Lags
Seeking Alpha· 2025-07-10 12:00
With a focus on REITs, ETFs, Preferreds, and 'Dividend Champions' across asset classes, members gain complete access to our research and our suite of trackers and portfolios targeting premium dividend yields up to 10%.iREIT®+HOYA Capital is the premier income-focused investing service on Seeking Alpha. Our focus is on income-producing asset classes that offer the opportunity for sustainable portfolio income, diversification, and inflation hedging. Get started with a Free Two-Week Trial and take a look at ou ...
X @The Economist
The Economist· 2025-07-10 11:45
Workers and assets are on sale to the rest of the world for bargain-basement prices https://t.co/6XtrXt43TM ...
沪指周四收盘成功重返3500点之上
Zhong Guo Xin Wen Wang· 2025-07-10 11:06
巨丰投顾高级投资顾问丁臻宇表示,今年以来,银行股表现的背后投资逻辑在于:其一,银行股具有类 债券属性,为保险等长期资金提供了除国债之外的长线配置选择;其二,银行股是公募基金风格漂移回 归的受益品种,过去被显著低配,由此带来流动性溢价;其三,银行股受益于降准降息,基本面有所好 转。 当天稀土永磁板块亦表现亮眼,录得1.92%的涨幅。个股方面,行业头部公司北方稀土股价收获涨停板 (涨幅约10%)。 消息面上,北方稀土近日公告称,预计2025年半年度实现归属于母公司所有者的扣除非经常性损益的净 利润8.8亿元至9.4亿元。(完) 中新社北京7月10日电 (记者 陈康亮)中国A股具有代表性的上证指数10日(周四)时隔近三年半(以收盘价 计)成功重返3500点之上。 当天A股三大股指集体飘红。截至当天收盘,上证指数报3509点,涨幅为0.48%;深证成指报10631点, 涨幅为0.47%;创业板指报2189点,涨0.22%。沪深两市成交总额约14942亿元(人民币,下同),较上一 个交易日缩量约110亿元。 从盘面上看,当天A股行业板块涨多跌少,房地产开发、工程咨询服务、房地产服务等板块领涨;金融 板块则继续发力,根据 ...
Euronav NV(CMBT) - 2019 Q1 - Earnings Call Presentation
2025-07-10 09:20
Q1 2019 Highlights - VLCC average spot rate in TI Pool was $35,195 per day, compared to $18,725 in Q1 2018[8] - VLCC average time charter rate was $27,630 per day[8] - Suezmax average spot rate was $27,380 per day, compared to $14,000 in Q1 2018[8] - Suezmax average time charter rate was $32,680 per day[8] - In Q1 so far, VLCC 535% fixed at around $26500 per day[12] - In Q1 so far, Suezmax 493% fixed at around $18000 per day[12] Financial Performance - Revenue increased to $232589 thousand in Q1 2019 from $98136 thousand in Q1 2018[13] - Net profit for the period was $19526 thousand in Q1 2019, compared to a loss of $39091 thousand in Q1 2018[13] - Result after taxation per share was $009 in Q1 2019, compared to $(025) in Q1 2018[13] - Cash increased to $1785 million in Mar-19 from $1730 million in Dec-18[15] Market Signals - US crude export outlook shows potential for growth to 2022[18] - Correlation between Euronav share price and new build VLCC value is 84%[25] - Demand 3% Supply 3% - VLCC $35K Q4 & Q1[26] Liquidity and Leverage - Liquidity increased to $785 million[17] - Leverage is 462% marked to market[16]
X @The Block
The Block· 2025-07-10 08:35
Australia's central bank advances Project Acacia to test CBDCs, tokenized asset settlement https://t.co/EtSD0KdSim ...
Net Asset Value of EfTEN Real Estate Fund AS as of 30 June 2025
Globenewswire· 2025-07-10 05:00
Core Insights - EfTEN Real Estate Fund AS reported a consolidated rental income of EUR 2,650 thousand in June 2025, reflecting a slight increase from May due to higher turnover-based rent and lower vacancy rates in office premises [1] - For the first half of 2025, the Fund's rental income reached EUR 15.58 million, a 1.6% increase year-over-year, while consolidated EBITDA decreased by 1.3% to EUR 12.9 million, primarily due to the sale of a gardening center and increased office vacancies [2] - The Fund's property portfolio saw a minor revaluation gain of EUR 546 thousand, with a 0.15% increase in fair value, influenced by a decrease in discount rates [3] - An interest rate swap agreement was established to fix the 1-month EURIBOR at 1.995%, with a notional value of EUR 11.6 million, representing 7.4% of the Fund's consolidated loan portfolio [4] - The weighted average loan interest rate decreased to 3.95% from 5.65% a year earlier, with consolidated interest expenses for the first half of the year amounting to EUR 3.5 million, a reduction of EUR 973 thousand compared to the previous year [5] - As of June 30, 2025, the Fund's net asset value (NAV) per share was EUR 19.979, and EPRA NRV was EUR 20.8523 per share, both showing a 1.0% increase during the month [5]
X @CoinDesk
CoinDesk· 2025-07-10 03:16
POLICY🏛️: Crypto Week Focus: US Digital Assets Tax Policy Gets Spotlight 🇺🇸Reports @jesseahamilton ...