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X @The Economist
The Economist· 2025-06-29 18:44
How manufacturing supply chains evolve will determine where new jobs will be created across Europe. But it is not the only deciding factor https://t.co/eCBE3UevDX ...
How China Proved It Can Shut Down Global Auto Production
CNBC· 2025-06-29 15:01
China dominates the global supply of several critical minerals, and for some years the country has been restricting exports slowly at first. Then quickly, in April 2024, the problem came to a head. China all but completely cut off access to several crucial materials in its trade dispute with the United States.At the center of it is a class of minerals called rare earth elements. They're used in a wide array of products, anything from airplanes to electronics, even sports equipment. It is hitting our defense ...
PTC Unveils Arena SCI for Resilient Product Development
ZACKS· 2025-06-27 15:06
Key Takeaways PTC unveiled Arena SCI, embedding AI-driven risk tools into its cloud-native PLM and QMS systems. SCI flags supply risks in real time and offers alternative parts, improving early-stage design decisions. PTC's acquisitions boost innovation but raise its debt-to-capital ratio to 0.29, above the 0.19 industry norm.PTC Inc. (PTC) recently introduced a transformative advancement for its Arena PLM (Product Lifecycle Management) and QMS (Quality Management System) solutions — the Arena Supply Chai ...
How To Build Your Sales Team
My biggest advice for the early stages of building a sales team is thinking through it as if you were thinking through a manufacturing supply chain. And this idea comes from the HBR article of the sales learning curve. And the earliest stage of building a sales team is not looking for traditional coin operated reps that are going to come in and just build the sales playbook for you.The earliest stages are actually about learning. Similar to how if you were bringing a manufacturing product to market, like yo ...
Stoltzfus: Guard your growth and own growthier value
CNBC Television· 2025-06-27 12:03
All right. So, we're on pace to open up at records. You say you're still bullish on stocks. So, if you're still bullish on stocks, what's the play right now.Is it about value stocks right now. Is it about uh perhaps dividend stocks. You continue to pile into tech.Where's the move. Frank, I think you want to be diversified here. In our view, what you want to do is you want to own growthier value and garbier growth uh as your core wherever you can pick up a dividend and still look at primarily dividend grower ...
Improving the Defense Tech Supply Chain
Bloomberg Technology· 2025-06-26 20:30
There's anywhere we could take this. Right. But let's just start with the basics.The US government and its military industrial complex or the defense industrial base. How modern is it. In the scheme of everything. Ted, we just discussed in the show.It's getting more modern. I would say the reality is that today the defense industrial base is still quite traditional. And you can look at the recent strikes on Iran as a perfect example of that.Yes, we know that fifth generation fighters escorted B-2 bombers to ...
UUUU's Donald Project Approved: Will It Drive Its REE Growth Phase?
ZACKS· 2025-06-26 13:36
Core Insights - Energy Fuels Inc. has received final regulatory approval from the Government of Victoria, Australia, for the Donald Rare Earth and Mineral Sand Project, marking a significant milestone for the company [1][9] - The joint venture with Astron Corporation involves an investment of AU$183 million (approximately $119 million) and the issuance of $17.5 million in shares to acquire up to a 49% interest in the project [2][9] - The Donald Project is expected to provide a steady supply of rare earth minerals, specifically monazite and xenotime bearing REE mineral concentrate, which will be processed into high-purity separated REEs at the White Mesa Mill in Utah [3] Project Details - Phase 1 of the Donald Project is projected to supply 7,000 to 8,000 metric tons of REE concentrate annually, with operations expected to commence in 2026 [4][9] - A potential Phase 2 expansion could increase output to 13,000 to 14,000 tons annually, and there are plans to expand the White Mesa mill to process up to 60,000 tons of REE concentrate to meet rising demand [4] Competitive Positioning - This development strengthens Energy Fuels' strategic position among other rare earth-focused companies [5] - MP Materials is highlighted as the only fully integrated rare earth producer in the U.S., with significant reserves and processing capabilities [6] - Idaho Strategic Resources holds the largest rare earth elements land package in the U.S. and is planning extensive exploration activities in 2025 [7] Financial Performance - Energy Fuels shares have increased by 9.4% year-to-date, outperforming the industry average growth of 2.1% [8] - The company is currently trading at a forward 12-month price/sales multiple of 12.79X, significantly higher than the industry's 2.79X [10] - The Zacks Consensus Estimate indicates a projected loss of 28 cents per share for 2025, with an expected earnings of six cents per share in 2026 [11]
Dynacor Group Declares July 2025 Dividend
Globenewswire· 2025-06-26 11:30
Core Points - Dynacor Group Inc. announced a monthly dividend payment of C$0.01333 per common share for July 2025, marking the sixty-fourth dividend and fifty-fourth monthly payment to shareholders [1] - The dividend qualifies as an "eligible dividend" for Canadian income tax purposes, with future payments subject to the Board's discretion based on financial results and other relevant factors [2] Company Overview - Dynacor Group is an industrial ore processing company focused on producing gold from artisanal miners, established in 1996 [3] - The company operates the Veta Dorada plant and owns a gold exploration property in Peru, with plans to expand into West Africa and Latin America [3] - Dynacor promotes a responsible mineral supply chain with strict traceability and audit standards, benefiting both governments and miners [3] Social Responsibility - The premium paid for Dynacor's PX Impact® gold supports the Fidamar Foundation, which invests in health and education projects for artisanal mining communities in Peru [4]
Can Japan hold on to its 'indispensable' companies? | FT #shorts
Financial Times· 2025-06-26 04:11
Japan's newfound openness to hostile M&A risk seeding and indispensibility to global supply chains that has been carefully built up over decades. Analysts say hostile bids pose both a threat and an opportunity for Japan's government, which views M&A as a way to encourage consolidation in fragmented industries, shake up complacent boardrooms, and improve corporate governance. But some Japanese officials are rushing to prevent the nation losing control over its most advanced and sensitive technologies.Industr ...
TSM's Global Expansion Strategy: Growth Enabler or Margin Risk?
ZACKS· 2025-06-25 15:41
Key Takeaways Taiwan Semiconductor Manufacturing Company (TSM) , also known as TSMC, is aggressively expanding its global manufacturing footprint. In March 2025, it announced a new $100 billion investment in the United States, raising its total planned U.S. spend to $165 billion. This includes five wafer fabs, two advanced packaging plants, and a major research & development center. It's one of the most ambitious expansions in chip history. Construction on the first U.S. fab is done, and volume production i ...