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Fifth La Niña in Six Years to Disrupt Crops and Supply Chains
Insurance Journal· 2025-12-15 10:27
Deadly flooding in Asia and early snowstorms across the US are signaling the return of a weather-roiling La Niña, a cooling of Pacific waters that can disrupt economies and trigger disasters worldwide.In recent La Niña years, global losses have ranged from $258 billion to $329 billion, according to Aon, a reinsurance broker and data analysis firm. Despite year-to-year swings in damage totals, the overall trajectory is unmistakable: Extreme weather is pushing losses higher. The La Niña phenomenon is often li ...
The Andersons (NasdaqGS:ANDE) 2025 Investor Day Transcript
2025-12-09 15:02
The Andersons (NasdaqGS:ANDE) 2025 Investor Day December 09, 2025 09:00 AM ET Company ParticipantsWeston Heidi - EVP of AgribusinessPooran Sharma - Managing DirectorSarah Zibbel - Chief Human Resources OfficerBill Krueger - President and CEONone - Video NarratorBrian Valentine - CFOMark Simmons - EVP of the Renewables GroupMike Hoelter - VP, Corporate Controller and Investor RelationsConference Call ParticipantsBen Mayhew - VP and Ag/Protein Equity Research AnalystBen Klieve - Equity Research AnalystKristen ...
The Andersons (NasdaqGS:ANDE) 2025 Earnings Call Presentation
2025-12-09 14:00
Investor Day December 9, 2025 New York City 2025 INVESTOR DAY Welcome and Opening Remarks Mike Hoelter VP, CORPORATE CONTROLLER AND INVESTOR RELATIONS 2025 INVESTOR DAY W E S E R V E 2 Safe Harbor and Non-GAAP Financial Measures Certain information disclosed constitutes forward-looking statements. Actual results could differ materially from those presented in the forward-looking statements as a result of many factors including general economic, weather, and regulatory conditions, competition, geopolitical r ...
New Strong Sell Stocks for Dec.5
ZACKS· 2025-12-05 11:11
Here are three stocks added to the Zacks Rank #5 (Strong Sell) List today: Alvotech (ALVO) is a biosimilar medicines company. The Zacks Consensus Estimate for its current year earnings has been revised 88.7% downward over the last 60 days. Archer-Daniels-Midland Company (ADM) is an agribusiness company. The Zacks Consensus Estimate for its current year earnings has been revised 14.5% downward over the last 60 days. Associated British Foods plc (ASBFY) is a food and ingredients company. The Zacks Consensus E ...
Best Momentum Stocks to Buy for Dec.4
ZACKS· 2025-12-04 16:16
Group 1: ZTOExpress (Cayman) Inc. - ZTOExpress has a Zacks Rank of 1 and a 5.9% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [1] - ZTO's shares have gained 14.3% over the last three months, while the S&P 500 has declined by 6.0% [1] - The company has a Momentum Score of A [1] Group 2: Bunge Global SA - Bunge Global has a Zacks Rank of 1 and a 4.6% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [2] - Bunge Global's shares have gained 13.9% over the past three months, compared to the S&P 500's decline of 6.0% [2] - The company has a Momentum Score of B [2]
Archer Daniels Midland Company (NYSE:ADM) 2025 Conference Transcript
2025-12-03 21:32
Archer Daniels Midland Company (ADM) 2025 Conference Summary Company Overview - **Company**: Archer Daniels Midland Company (NYSE: ADM) - **Date of Conference**: December 03, 2025 Key Points Industry and Market Environment - The environment in 2025 was described as difficult and dynamic, with the team focusing on controllable factors to navigate challenges [6][10][12] - Strong exports from the U.S. in corn and milo markets contributed to growth in Ag Services [16][18] - The company faced margin compression due to various factors including trade dynamics and policy uncertainties in biofuels [54][90] Financial Performance - ADM reported solid results that exceeded market expectations, with a focus on cash flow and inventory reduction to strengthen the company's cash position [10][18][60] - The company achieved record revenue in flavors and continued improvements in animal nutrition, marking the seventh or eighth consecutive quarterly improvement [22][24] Strategic Initiatives - ADM's strategic agenda included advancements in manufacturing, crushing rates, and execution despite a low-margin environment [14][12] - A significant milestone was achieved in the decarbonization strategy with the connection of the Columbus, Nebraska ethanol plant to the Tallgrass Trailblazer pipeline for CO2 sequestration [20][22] - The company announced a North American joint venture with Alltech in animal nutrition, focusing on specialty products for younger animals [27][29] Challenges and Risks - Uncertainty in biofuels policy and trade dynamics, particularly with China, posed challenges throughout the year [42][90] - The company experienced margin compression due to shifting agricultural policies and market conditions, impacting expectations for Q4 and Q1 [54][90][258] Future Outlook - The company anticipates a robust cash flow generation that supports both shareholder distributions and growth initiatives [61][263] - ADM expects clarity in biofuels policy to improve margins and overall performance in 2026, with optimism about future growth [90][266] Capital Allocation and Growth - ADM is focused on portfolio optimization and simplification, with plans for capital allocation towards growth initiatives in natural flavors, colors, and probiotics [75][243] - The company is looking for bolt-on acquisitions in nutrition and aims to increase participation in emerging markets [251][253] Conclusion - ADM positions itself as a key player in addressing food security and sustainability challenges, with a commitment to robust cash flows and dividend increases even in tough market conditions [261][265] - The company remains optimistic about its future, emphasizing its ability to adapt and thrive in a changing agricultural landscape [265][266]
This Undiscovered Stock Could Handsomely Reward Risk Takers
Yahoo Finance· 2025-12-02 16:15
Seaboard (SEB) exhibits exceptional technical momentum, gaining 80% over the past year and recently hitting new all-time highs. SEB maintains a 100% “Buy” technical opinion from Barchart. Despite limited Wall Street coverage, SEB is rated “Above Average” by Value Line and a “Buy” by CFRA. SEB’s appeals to risk-tolerant investors as it lacks earnings projections. Today’s Featured Stock Valued at $4.5 billion, Seaboard (SEB) is a diversified international agribusiness and transportation company. I ...
Alico, Inc. (NASDAQ:ALCO) Maintains Positive Outlook with "Buy" Rating from Roth Capital
Financial Modeling Prep· 2025-11-27 00:00
Core Viewpoint - Alico, Inc. is experiencing a positive outlook, supported by Roth Capital's maintained "Buy" rating and an increased price target, reflecting confidence in the company's future performance [1][5][6] Financial Performance - Alico held its Q4 2025 earnings call on November 25, 2025, providing insights into its financial health and strategic direction, which are crucial for investors [2] - The current stock price of ALCO is $33.88, showing a 1.80% increase or $0.60, with trading between a low of $33.49 and a high of $34.325 on the day [3] - Over the past year, ALCO's stock reached a high of $35.90 and a low of $24.76, indicating a positive trend [3] Market Metrics - Alico's market capitalization is approximately $258.8 million, with a trading volume of 25,033 shares on the NASDAQ exchange, reflecting investor interest and stock liquidity [4][6] - Roth Capital raised its price target for ALCO from $35 to $42, indicating strong confidence in the company's future performance [1][5][6]
Three months of AB Akola Group – EUR 394 million in revenue
Globenewswire· 2025-11-19 14:15
Core Insights - AB Akola Group reported consolidated revenues of EUR 394 million for the first quarter of FY2025/2026, a 3% increase compared to the same period last year [1][3] - The Group's gross profit rose by 27% to EUR 56 million, while operating profit increased by 43% to EUR 27 million [2][3] - Net profit surged by 53% to nearly EUR 20 million, reflecting strong performance across various business segments [2][3] Financial Performance - Total trading volume increased by 7% year-on-year, reaching 791 thousand tons [2][3] - EBITDA for the quarter was EUR 36 million, a 34% increase from the previous year [2][3] - The revenue breakdown for the Partners for Farmers segment was EUR 275 million, with a gross profit of nearly EUR 30 million [4][7] Segment Analysis Partners for Farmers - Revenue decreased by 3% to EUR 274.7 million, but gross profit increased by 31.8% to EUR 29.6 million [7] - Operating profit rose by 51.2% to EUR 13.3 million, supported by a large Baltic harvest and the acquisition of SIA Elagro Trade [4][7] Food Production - Revenue increased by 15% to EUR 123 million, with gross profit of EUR 24 million [8][11] - Poultry operations remained stable, contributing to profitability despite market shifts [10][11] Farming - Revenue for the Farming segment was EUR 12 million, with a gross profit of EUR 1.5 million [12][15] - Crop production increased by 8.5%, with significant improvements in malting barley yields [13][14] Other Products and Services - Revenue grew by 15% to EUR 5.7 million, with a gross profit increase of 24.3% [18] - The veterinary pharmaceuticals business saw a 26% sales increase, while pest control revenues surged by 43% [16][18] Overall Group Performance - AB Akola Group is the largest agribusiness and food production group in the Baltics, with FY2024/2025 revenues of EUR 1.58 billion [18] - The Group sold 3.1 million tons of products, achieving a gross profit of EUR 194 million and a net profit of EUR 61 million [18]
Alico to Present at Noble Capital Markets 21st Annual Emerging Growth Equity Conference
Globenewswire· 2025-11-19 13:30
Core Viewpoint - Alico, Inc. will present at the Noble Capital Markets 21st Annual Emerging Growth Equity Conference on December 3, 2025, highlighting its strategic transformation and growth opportunities in agribusiness and land management [1][2]. Company Overview - Alico, Inc. is a Florida-based agribusiness and land management company with over 125 years of experience [3]. - The company operates approximately 49,537 acres across 8 Florida counties, focusing on strategic land development and diversified agricultural operations [3]. - Alico aims to create long-term shareholder value while maintaining a commitment to responsible land stewardship and conservation [3].