Singapore will announce more measures next month to support listed companies to boost shareholder value and actively engage investors https://t.co/pgsgQHsDuq ...

RT Tesla (@Tesla)ISS and Glass Lewis have recommended against Tesla’s proposals time and time again since the 2018 CEO Performance Award was introduced.It’s a good thing our shareholders ignored those recommendations otherwise they may have missed out on our market capitalization soaring by 20x from March 2018 to August 2025.Now, Glass Lewis has followed ISS and issued another misguided recommendation that again disregards the fundamental purpose of public companies and who they serve – the shareholders. Th ...

Financial Data and Key Metrics Changes - The company reported a third quarter linked quarter annualized growth rate of 14.5% for non-interest-bearing deposits, 10.6% for core deposits, 8.9% for loans, 31.5% for revenue, and 54% for adjusted EPS [9] - The net interest margin (NIM) increased by three basis points to 3.26% in the third quarter, with expectations for further increases in the fourth quarter due to anticipated rate cuts [21][22] - The estimated growth range for net interest income has been increased to approximately 13% to 14% over 2024 results [22] Business Line Data and Key Metrics Changes - End-of-period loans increased by 8.9% linked quarter annualized, with an adjusted outlook for loan growth set at 9% to 10% for the year [19] - Non-interest income guidance has been increased from 12% to 15% growth to now 20% to 22% growth for the year, driven by strong performance in banking fees and wealth management [26] Market Data and Key Metrics Changes - The company has successfully increased market share in key markets, with notable gains in Nashville, Chattanooga, Knoxville, and Memphis, where competitors have lost significant market share [10][11] - The company is targeting additional market share in southeastern markets, with significant share losses noted among competitors in cities like Greensboro and Atlanta [11] Company Strategy and Development Direction - The company aims to build a "Southeast Growth Champion" through strategic hiring and market share acquisition, leveraging the merger with Synovus Financial Corp. to enhance growth potential [29][30] - The focus remains on recruiting and retaining market-leading revenue producers to sustain balance sheet growth and shareholder returns [8][9] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to maintain momentum post-merger, with hiring rates and financial performance remaining strong [15][28] - The outlook for 2025 is optimistic, with expectations for continued growth in revenue and earnings, despite potential economic uncertainties [28] Other Important Information - The company reported a decrease in net charge-offs to 18 basis points in the third quarter, with an unchanged outlook for net charge-offs for the full year [24] - BHG's exceptional performance contributed over $40 million in fee revenues, with expectations for continued strong growth in 2025 [25] Q&A Session Summary Question: Are there 300 RMs that fit the Pinnacle model in the market? - Management indicated that while there may not be 300 RMs available immediately, the hiring strategy has historically proven successful in attracting talent over time [34] Question: How does the pro forma balance sheet affect BHG's use case? - Management stated that BHG's growth is expected to remain consistent, with no significant changes anticipated in the approach post-merger [38] Question: Will the hiring strategy change post-deal close? - Management expressed confidence that the existing hiring strategy will continue to be effective, emphasizing a unique recruitment model that differs from competitors [49] Question: What are the risks associated with the merger? - Management noted that there are no significant risks identified at this time, with a focus on hard work to integrate the companies and maintain high associate retention rates [64] Question: What is the outlook for credit quality? - Management indicated that credit quality remains strong, with a focus on monitoring specific credits, particularly in healthcare [82]

Summary of Southern Cross Gold Consolidated Conference Call Company Overview - **Company**: Southern Cross Gold Consolidated Ltd - **Focus**: Canadian mineral exploration company with a flagship project, Sunday Creek, located near Melbourne, Australia [1][2] Key Points and Arguments - **High-Grade Discovery**: Sunday Creek is identified as a rare, high-grade, multimillion-ounce gold discovery, with significant metrics supporting its potential [2][3] - **Drilling Success**: The company has achieved 70 drill holes with 98 kilometers of drilling, indicating a high frequency of successful hits, which is considered exceptional in the industry [3][4] - **Funding and Resources**: Southern Cross is fully funded with $150 million Australian in the bank, allowing for an extensive 200-kilometer drilling program [3][4] - **Operational Expansion**: Plans to increase drilling rigs from nine to 22 by mid-next year, enhancing exploration capabilities [4][5] - **Historical Context**: Victoria has a rich history of gold mining, producing a third of the gold during the 1800s gold rush, and is currently experiencing a resurgence in gold production [4][5] - **Comparison with Fosterville**: The neighboring Fosterville mine, operated by Agnico Eagle, has been one of the highest-grade gold mines globally, reinforcing the potential of the Sunday Creek project [5][6] - **Permitting Environment**: Victoria is noted for its favorable permitting environment, having approved four mines in the last six months, making it a conducive location for mining operations [5][6] - **Shareholder Base**: The company boasts a strong shareholder base, including prominent investors who own 30% of the stock, which supports strategic decision-making focused on enhancing share price [6][7] - **Exploration Potential**: The exploration target is estimated at 2.2 to 3.2 million ounces at grades of 8.3 to 10.6 grams gold equivalent, with antimony contributing 20% to the mix [10][11] - **Antimony's Importance**: Antimony is highlighted as a critical mineral used in various industries, including munitions and semiconductors, with a significant supply chain opportunity due to recent export bans from China [16][18] Additional Important Insights - **Geological Understanding**: The company has gained new geological insights that have led to a better understanding of the deposit, allowing for deeper drilling and exploration under previously unexamined areas [12][19] - **Future Milestones**: Upcoming milestones include the permitting of the decline and continued drilling, which is expected to yield consistent news flow and potentially increase the resource estimates [28][29] - **Cost of Capital**: The company is exploring options to lower its cost of capital through potential government support for antimony, which could facilitate financing for the project [32] This summary encapsulates the critical aspects of Southern Cross Gold Consolidated's conference call, highlighting the company's strategic position, exploration potential, and the significance of its discoveries in the context of the gold mining industry.

"The goal of BASE's TGE/airdrop is to maximize shareholder value.$COIN shareholders presumably are not going to give up the rights of the BASE token without getting anything in return; otherwise, they would demand 100% of the allocation for themselves.From a shareholder perspective, it only makes sense to give up a portion of the rights to the $BASE token if you think that by doing so, it will increase shareholder value." - @AvgJoesCryptoAJC (@AvgJoesCrypto):Some longer thoughts on the $BASE token:The game ...

Market Trend - Base network's head is exploring ideas and feedback on a potential Base token [1] - Messari researcher AJC suggests the purpose of a BASE airdrop should be to increase COIN shareholder value [1] Investment Opportunity - The optimal solution is to find an airdrop approach that boosts shareholder value and rewards users [1]

Group 1 - LRT Capital Management's "LRT Global Opportunities Strategy" reported a net return of -8.00% in September 2025, with a year-to-date return of -0.17% [1] - The strategy faced challenges as market indexes surged, particularly driven by a few overvalued mega-cap stocks, while the broader market declined [1] - The fund's top five holdings were highlighted as key picks for 2025 [1] Group 2 - Chemed Corporation (NYSE:CHE) is noted for its unique structure, operating in two non-correlated sectors: hospice care through VITAS and plumbing services through Roto-Rooter [3] - Chemed Corporation's one-month return was 5.91%, but it experienced a significant decline of 25.88% over the past 52 weeks [2] - As of October 6, 2025, Chemed Corporation's stock closed at $435.38 per share, with a market capitalization of $6.344 billion [2]

Core Viewpoint - The acquisition of Chart Industries by Baker Hughes has been approved by Chart's shareholders, marking a significant advancement in Baker Hughes' strategy to enhance its position as a leading energy and industrial technology company [1][4]. Group 1: Acquisition Details - The acquisition is expected to be completed by mid-year 2026, pending regulatory approvals [1]. - This acquisition is part of a broader strategy that includes the sale of the Precision Sensors & Instrumentation product line and the Surface Pressure Control joint venture with Cactus, as well as the acquisition of Continental Disc Corporation [2]. Group 2: Strategic Impact - The acquisition will enhance Baker Hughes' Industrial & Energy Technology (IET) segment, expanding its capabilities across various energy and industrial applications [3]. - It will increase Baker Hughes' presence in high-growth markets such as LNG, data centers, and clean energy, which is anticipated to support resilient earnings and cash flow [3]. Group 3: Financial Performance - The company has achieved total shareholder returns of 340% over the past five years, 150% over the past three years, and 38% in the last 12 months, significantly outperforming its peers [4]. - The company reaffirms its third-quarter and full-year 2025 guidance as previously provided [4].

Core Insights - CFOs are adapting to ongoing economic uncertainty, which has become the new norm, emphasizing the need for strategies to manage variability [2][3] - The CFO confidence score increased to 5.7 from 5.4, with only 19% of CFOs in North America currently viewing the economy as good, though 34% expect improvement within a year [3] - 90% of CFOs reported better financial prospects for their companies compared to three months ago, a significant increase from 48% in Q2 [5] Economic Outlook - The Federal Reserve cut interest rates for the first time in 2025, with potential for further cuts before year-end [4] - Despite external uncertainties, CFOs are optimistic about their organizations, with a notable increase in confidence regarding financial prospects [5] - 46% of CFOs believe U.S. equity markets are overvalued, while 34% think they are undervalued, indicating a divided outlook on market conditions [12] Internal Risks - Talent acquisition and retention are identified as the top internal risks, with a focus on upskilling and reskilling to build a tech-savvy workforce [8] - The finance industry faces a talent shortage as many baby boomer accountants retire, necessitating the attraction of more Gen Z professionals [8] External Risks - CFOs remain concerned about inflation, interest rates, and cybersecurity threats, particularly as companies invest in advanced technologies [9] - Risk appetite is low, with nearly two-thirds of CFOs believing it is not a good time to take on greater risks, especially in the financial services sector [10] M&A Activity - North American M&A activity reflects a global trend of decreased deal volume, although overall deal value remains steady due to an increase in megadeals and strategic acquisitions [11]

Core Insights - Apple's pricing power has diminished as its innovation has slowed, leading to a negative impact on investor sentiment [1] - The company's stock performance has been affected, with a notable decline in market capitalization [1] Financial Performance - Recent financial reports indicate a decrease in revenue growth, with a year-over-year decline of 5% in the last quarter [1] - The gross margin has also contracted, reflecting increased competition and pricing pressures in the market [1] Market Position - Apple faces intensified competition from rivals, which has contributed to its reduced pricing power [1] - The company's market share in key segments, such as smartphones and tablets, has been challenged by emerging brands [1] Innovation and Product Development - There has been a noticeable slowdown in product innovation, which is critical for maintaining consumer interest and pricing power [1] - The introduction of new products has not met market expectations, leading to concerns about the company's future growth trajectory [1]