Core Insights - The company achieved its annual guidance with $1 billion in specialty-driven EBITDA, supported by a solid fourth quarter across all four business segments [1] - A strategic pivot was executed to focus on two high-growth engines: specialty crop nutrition and specialty food solutions, while de-prioritizing less synergetic activities [1] - The acquisition of Bartek Ingredients was made to deepen the specialty food portfolio, specifically targeting food-grade malic and fumaric acids for global distribution [1] Operational Developments - A long-term operational certainty was secured through a binding agreement with the State of Israel regarding Dead Sea concession assets and bromine supply through 2035 [1] - The company discontinued LFP battery material projects in the U.S. and Spain after determining a lack of competitive advantage in downstream cathode production outside of China [1] - Potash operations in Spain were optimized through debottlenecking, resulting in a quarterly production record and improved reliability [1] Market Challenges - The company faced significant margin pressure from 'exceptional volatility' in the sulfur market, with prices surging from approximately $140-$150 to over $500 per tonne [1]

“We believe $TSLA could reach a $2 trillion market cap over the coming year and in a bull case scenario $3 trillion by the end of 2026,” says Wedbush’s Dan Ives on a new Tesla note ahead of the incoming 2025 Q4 Earnings Call“That said, the Tesla story going forward is around the AI transformation being led by the autonomous and robotics initiatives.The major focus on the conference call will be the Robotaxi rollout across the US including the removal of safety drivers across its fleet, and we believe the St ...

RT Strategy (@Strategy)Less than 2 weeks to go for our Q4 2025 Earnings Call!Mark your calendars - 5 PM ET on Feb 5 (Thu).https://t.co/CWHdKKUUmb ...