Key Takeaways VST is positioned to gain from higher demand tied to data centers, LNG and reshoring trends. VST added 7,922 MW of zero-carbon power since 2018, with more clean energy projects underway. VST's ROE of 87.33% far exceeds the industry average, reflecting strong shareholder value creation.Vistra Corp. (VST) is poised to capitalize on rising electricity demand across its core service areas. This demand growth is fueled by the electrification of the oil and gas industry, especially in the Permian ...

Exhibit 1: Which equities are positioned to deliver Q2 margin upside ? Chart below plots delta between forecasted Q2'25 sequential OM ramp and typical seasonality (bps) - a lower number represents an easier Q2 margin bar Source: Morgan Stanley Research, Visible Alpha As discussed (Driving Price), we think US Industrials are positioned to drive broad margin upside into Q2 w/ the group pushing tariff price to counter costs that have not yet materialized. To screen for equities w/ conservative Q2 margins, Exhi ...

July 1, 2025 09:52 AM GMT Multi-Industry | North America CoTD: Shifting Global Capex Trends Provide US Reshoring Evidence Chart of the Day (CoTD) highlights charts that tie into latest investor conversations, are timely for the macro + company events, or just ones that we find interesting. Exhibit 1: Change in Share of Global Capital Formation, 2023 vs 2018 bps (i.e., capex - building, machinery & infrastructure) - The US has taken ~200 bps share of global investment since 2018, snapping decades of share lo ...

About Aqua Metals Demonstrating a Scalable, Cost-Effective, and Safer Alternative to Traditional Hydro Recycling Methods RENO, Nev., July 01, 2025 (GLOBE NEWSWIRE) -- Aqua Metals, Inc. (NASDAQ: AQMS), a pioneer in sustainable critical minerals recovery, today announced it will host an exclusive tour of its Innovation Center and pilot facility as part of NAATBatt's Eighth Annual Workshop on Lithium Battery Recycling and Lifecycle Management. Scheduled for July 31, 2025, the tour offers workshop participants ...

Forward-Looking Statements Statements contained in this presentation that are not historical facts are forward-looking statements, which involve risks and uncertainties that could cause actual results to differ materially from those expressed in the forward- looking statements. Such forward-looking statements are made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Please refer to the Company's Securities and Exchange Commission filings for further information ...

Core Insights - STAG Industrial, Inc. (NYSE: STAG) is a REIT that specializes in owning and leasing industrial properties, reflecting current trends in the real estate market [1]. Group 1: Company Overview - STAG Industrial focuses on the industrial property sector, which is experiencing significant trends that may impact its performance [1]. Group 2: Industry Context - The investment service provided by Crude Value Insights emphasizes cash flow generation in the oil and natural gas sector, indicating a focus on companies with strong value and growth potential [1].

AZZ (AZZ) FY Conference June 18, 2025 11:00 AM ET Speaker0 Everyone, welcome. I'm Timna, Timna Tanners, cover metals, mining, building materials and waste here at Wolfe Research. Delighted to welcome you. We have here David Narkey. He is the CMO of AZZ, not as AZZ, and also investor relations. He wears a lot of hats. We were just talking about them. David is gonna do a fireside chat with me. We're gonna talk about who is AZZ, what's interesting about them, and how they're positioned in this current market e ...

Energy Services of America Corporation (ESOA) FY Conference June 11, 2025 08:35 AM ET Speaker0 Next presenting company is Energy Services of America. Ticker symbol is ESOA on the Nasdaq. The company is involved in a number of different areas on the construction side, general contracting, water, gas distribution, transmission. And all things being equal here, in about two weeks, they will be one of the newest additions to the Russell two thousand, so a very nice milestone for the company to hit here in the p ...

CHARLOTTE, N.C., June 11, 2025 (GLOBE NEWSWIRE) -- IperionX Limited (IperionX) (NASDAQ: IPX, ASX: IPX) is pleased to announce that it has received the first task order, valued at US$1.3 million, from the U.S. Army under a Small Business Innovation Research (SBIR) Phase III Indefinite Delivery Indefinite Quantity (IDIQ) contract with the U.S. Department of Defense (DoD). The task order facilitates the production and delivery of titanium parts for U.S. Army ground vehicle programs. All technical specification ...

CHARLOTTE, N.C., June 05, 2025 (GLOBE NEWSWIRE) -- IperionX Limited (IperionX) (NASDAQ: IPX, ASX: IPX) is pleased to announce that is has been awarded a Small Business Innovation Research (SBIR) Phase III contract by the U.S. Department of Defense. Structured as an Indefinite Delivery, Indefinite Quantity contract in support of achieving "Low-Cost Domestic Titanium for Defense Applications" in the U.S., the contract establishes a funding mechanism through which qualifying U.S. Government agencies can place ...