FY24 Year End Investor Update NASDAQ: JBSS Proprietary & Confidential | John B. Sanfilippo & Son, Inc. Forward-Looking Statements Some of the statements in this presentation and any statements by management constitute "forward-looking statements" about John B. Sanfilippo & Son, Inc. Such statements include, in particular, statements about our plans, strategies, business prospects, changes and trends in our business and the markets in which we operate. In some cases, you can identify forward-looking statemen ...

Surprises are the norm in investing.Diversification is your defense. ...

Aramco has long been the beating heart of Saudi Arabia's economy. But in less than five years time, the kingdom hopes to reach its goal of building an economy that moves away from its traditional reliance on oil. We think of ourselves as a technology company delivering energy, to be honest with you.Technology has always been our competitive advantage. The company has been evolving ever since its inception. Aramco plays a significant role in Saudi's diversification agenda.Aramco's journey started in 1933 whe ...

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Welcome to Wealth Everyone. I'm Brad Smith and this is Yahoo Finance's guide to building your financial footprint. Our community of experts will give you the resources, tools, tips, and the tricks that you need to grow your money.Hey, on today's show, portfolio check-in. We talk to a wealth adviser about the element of portfolio diversification that you may have been missing for years and retail investor trends. We'll talk about Gen Z and millennials growing push towards gold and crypto as hedges to market ...

Core Insights - Energy Fuels (UUUU) reported a 33.5% decline in revenues in Q1 2025 to $16.9 million due to withholding uranium sales amid falling prices [2][14] - The Heavy Mineral Sands (HMS) segment became the primary revenue contributor, generating $15.5 million from sales of rutile, ilmenite, and zircon [2][14] - The company is cautious about uranium sales in 2025, projecting only 220,000 pounds compared to 450,000 pounds in 2024, as uranium prices have decreased by approximately 12% over the past year [3][4] Revenue and Sales Performance - Q1 2025 revenues dropped to $16.9 million from $25 million in the same quarter last year, primarily due to reduced uranium sales [2][14] - The HMS segment's revenue of $15.5 million came from the sale of 6,836 tons of rutile, 12,852 tons of ilmenite, and 1,429 tons of zircon, mainly from the Kwale Project [2][14] Future Outlook - Energy Fuels does not expect immediate production from the Kwale operation, which is in reclamation, until other projects are operational [4] - The company anticipates continued revenue declines and losses in 2025 due to reduced uranium sales and lower price expectations [4] Strategic Initiatives - The diversification into the HMS sector is seen as beneficial for long-term growth, targeting titanium and zirconium minerals while also producing monazite as a byproduct [5][6] - Energy Fuels acquired Base Resources in 2024, gaining control of the Toliara HMS project in Madagascar, with development expected to resume following the lifting of the project's suspension [7] - The company is also advancing its Bahia HMS project in Brazil and holds an option for up to 49% in the Donald Project in Australia, with a final investment decision expected in late 2025 [8] Industry Comparison - Cameco Corporation (CCJ) reported a 24% increase in Q1 revenues to $789 million, with uranium revenues up 10% to $619 million, indicating a contrasting performance in the uranium sector [11][12] - Energy Fuels shares have increased by 12.5% this year, outperforming the industry's growth of 0.4% [15]

Is home improvement giant Home Depot (HD -0.50%) stock a buy on the dip? If you're looking for a great value stock, Home Depot stock looks priced to buy today.The market is hovering just north of flat for the year, and there's a tentative confidence in the economy. Many tariff issues have been worked out for now, and U.S. companies are demonstrating resilience. However, it's fragile. With interest rates still high and the real estate market still low, many companies, specifically related to the housing mark ...

Ísfélag hf. (the “Company”), which holds a 29.3% stake in Austur Holding AS (“Austur”), hereby announces its participation in the financing of Austur in relation to Austur’s subscription in a share capital increase of Kaldvik AS, following the approval of an extraordinary general meeting of Kaldvik AS on 19 June 2025. Kaldvik AS, listed on Nasdaq First North Growth Market and Euronext Growth in Oslo, announced on 5 June 2025 the results of a private placement of 38,011,500 new shares for a total subscripti ...

Core Insights - Eli Lilly (LLY) has signed a definitive agreement to acquire Verve Therapeutics (VERV) for nearly $1.3 billion, enhancing its pipeline with gene therapies targeting heart diseases, including VERVE-102, aimed at reducing cholesterol levels [2][10] - This acquisition marks LLY's third targeted M&A deal in 2025, following a $2.5 billion deal for Scorpion Therapeutics' oncology drug and a $1 billion acquisition of SiteOne Therapeutics to strengthen its neuroscience pipeline [3][10] - LLY aims to diversify beyond GLP-1 drugs by expanding into cardiovascular, oncology, and neuroscience therapeutic areas, which is expected to benefit the company in the long term [3][10] M&A Activity - M&A activity in the pharma/biotech sector has significantly increased in 2025 after a passive 2024, indicating a focus on portfolio expansion and pipeline innovation [5] - Sanofi (SNY) is set to acquire Blueprint Medicines for up to $9.5 billion to enhance its portfolio in rare immunological diseases [6] - Johnson & Johnson acquired Intra-Cellular Therapies for approximately $14.6 billion, adding the antidepressant drug Caplyta to its neuroscience portfolio [7] Stock Performance and Valuation - LLY's shares have risen 1.7% this year, outperforming the industry, which has declined by 1.2%, as well as the S&P 500 index [8] - The stock currently trades at a price/earnings ratio of 30.06, higher than the industry average of 15.05, but below its five-year mean of 34.54 [12] - Earnings estimates for LLY have declined for 2025 from $23.06 to $21.95 per share and for 2026 from $31.15 to $30.91 over the past 60 days [15]

Core Viewpoint - Annaly Capital Management (NLY) has demonstrated strong stock performance, gaining 8% over the past six months, significantly outperforming the industry average of 1.7% and its peers AGNC Investment and Arbor Realty Trust [1][4]. Price Performance - NLY's stock has outperformed AGNC Investment, which grew by 5.7%, and Arbor Realty Trust, which fell by 20.9% during the same period [4]. Interest Rate Impact - The Federal Reserve's reduction of interest rates by 100 basis points in 2024 has led to a slight decline in mortgage rates, with the average 30-year fixed-rate mortgage at 6.84% as of June 12, 2025, down from 6.95% a year prior [6]. - Lower mortgage rates are expected to improve housing affordability and increase loan demand, which will benefit NLY [7]. Financial Outlook - NLY is likely to see improvements in book value due to rising purchase originations and refinancing activities, as well as tightening spreads in the Agency market, which will enhance net interest spread and overall yield [8]. - The company has a strong dividend profile, currently yielding 14.7%, higher than the industry average of 11.7%, with a recent 7.7% increase in its dividend payout [9]. Liquidity and Capital Management - As of the end of Q1 2025, NLY had $7.5 billion in total assets available for financing, including $4.7 billion in unencumbered Agency MBS, providing substantial liquidity [11]. - The company has authorized a share repurchase program of up to $1.5 billion, which will expire on December 31, 2029, although no shares have been repurchased under this plan yet [12]. Diversification Strategy - NLY's diversified capital allocation includes residential credit, mortgage servicing rights (MSR), and agency mortgage-backed securities (MBS), totaling an investment portfolio of $84.9 billion as of March 31, 2025 [13][15]. - The inclusion of MSRs is significant as they tend to increase in value when interest rates rise, providing a hedge against declines in agency MBS [16]. Valuation Analysis - NLY is currently trading at a forward 12-month price-to-tangible book (P/TB) multiple of 0.98X, which is higher than the industry average of 0.96X, indicating a premium valuation [17][20]. Analyst Sentiment - Analysts have revised earnings estimates upward over the past 60 days, indicating a constructive sentiment around NLY's stock [22].