Key Takeaways Colgate delivered record 2025 sales and free cash flow despite raw material inflation and incremental tariffs.Colgate's SGPP aims to streamline operations and fund the 2030 strategy while driving EPS growth.CL expects 2026 margin expansion via pricing, productivity and revenue-management efforts.Colgate-Palmolive Company (CL) entered 2026 with improved momentum after navigating a volatile 2025, marked by raw-material inflation, incremental tariffs and uneven category growth. Despite these pres ...

Core Viewpoint - Pacific Lime and Cement (ASX: PLA) has secured a long-term quicklime offtake agreement with Newmont Corporation, establishing Newmont as a cornerstone customer and representing approximately one-third of the Central Lime project's production capacity [1][3]. Group 1: Agreement Details - The multi-year agreement will commence after the construction and commissioning of the Central Lime project, providing a foundational revenue base as the project moves towards first production [3]. - The contracted volumes account for around one-third of the project's nameplate capacity, which is crucial for the project's financial stability [3]. - Delivery will occur under standard commercial terms from a designated Special Economic Zone, with all commercial terms remaining confidential and consistent with market-based arrangements [4]. Group 2: Strategic and ESG Significance - The Central Lime Project aims to replace imported quicklime currently supplied to PNG, enhancing supply-chain resilience for Newmont and aligning with environmental and social objectives [5]. - The project supports local employment and skills development, contributing to the establishment of significant industrial capability in PNG, consistent with broader economic development and ESG objectives [6]. - The agreement demonstrates that PNG-based industrial processing can meet the standards of Tier-1 global mining companies when developed under disciplined frameworks [6]. Group 3: Project Readiness and Outlook - The company is collaborating with Newmont on operational readiness, quality assurance, and logistics planning as part of the project's development activities [7]. - Securing a cornerstone customer facilitates ongoing discussions with additional domestic and regional customers as the project progresses [7]. - The agreement reflects a commitment to supporting domestic industry and the broader social and economic benefits of building local capability [8].