Core Insights - PyroGenesis Inc. has signed a contract worth €379,000 (approximately CA$600,000) with a major integrated environmental services company to develop a solution for plastic waste in Europe, expanding their existing relationship [1] - The project aims to engineer and test an advanced waste management solution targeting non-recyclable plastics and hazardous liquid waste using high-temperature plasma gasification technology [4][5] - The European Union has imposed financial penalties on non-recycled plastic waste, with a levy of €800 per tonne for each member state, prompting companies to seek solutions to reduce plastic waste [3][5] Company Developments - The new project is the third collaboration with the client in recent months, indicating a growing multi-project relationship that highlights the appeal of PyroGenesis' solutions [5][6] - Previous projects include the design and delivery of components for safe incineration of emissions during renewable natural gas production and the engineering of condensate pots for biogas production [6] - PyroGenesis has a history of providing environmentally friendly waste destruction systems and has recently targeted landfill issues, including the management of hazardous materials and PFAS [8] Industry Context - In 2022, Europe generated over 32 million tonnes of plastic waste, with only 27% being recycled, and eight member states landfilling more than 50% of their plastic waste [2] - The push for waste management solutions is driven by the unsustainability of current landfill practices and the need for technological interventions to address the growing plastic waste problem [8] - PyroGenesis' waste remediation efforts are part of a broader three-tiered solution ecosystem that includes energy transition, emission reduction, and commodity security [9]

Group 1 - The core viewpoint is that investing in the waste management industry, specifically in Republic Services (NYSE: RSG), can yield market-beating returns despite its mature status [1] - Republic Services has demonstrated strong performance in generating cash flow, which is a key factor for investors seeking value and growth prospects [1] Group 2 - The article highlights the focus of Crude Value Insights on cash flow and companies that generate it, particularly in the oil and natural gas sector [1] - The service offers subscribers access to a stock model account, in-depth cash flow analyses of exploration and production firms, and live discussions about the sector [2]

Core Viewpoint - Dividend growth stocks are highlighted as valuable investment opportunities due to their potential for passive income and wealth accumulation through reinvestment and compounding [1][2]. Group 1: Dividend Stocks Overview - The focus is on prioritizing dividend stability and growth over high yield, identifying 10 dividend stocks that offer both growth and attractive yields [2]. - The article emphasizes the importance of investing in high-quality dividend growth stocks for long-term returns [1]. Group 2: Individual Stock Highlights - **Realty Income**: Offers a yield of 5.6%, has paid dividends since 1994, and increased its dividend 130 times, currently trading 30% below all-time highs [4][5]. - **NextEra Energy**: Yield of 3.2%, the largest electric utility in the U.S., has increased dividends for over 20 years, with a projected annual growth of 6% to 8% in earnings and 10% in dividends through at least 2026 [6][7]. - **Enterprise Products Partners**: Yield of 6.9%, has raised dividends for 26 consecutive years, with $6 billion in projects expected to boost cash flows [8][10]. - **Brookfield Infrastructure**: Yield of 4.2%, has increased dividends since 2009 at a CAGR of 14%, with expected long-term dividend growth of 5% to 9% [11][12]. - **American Water Works**: Yield of 2.4%, plans to invest $40 billion to $42 billion in infrastructure over the next decade, expecting EPS growth of 7% to 9% [13][15]. - **Waste Management**: Yield of 1.5%, has increased dividends for 22 consecutive years, with a recent acquisition expected to generate $250 million in annual cost synergies [16][18]. - **Brookfield Renewable**: Yield of 4.6%, targeting FFO growth of over 10% and annual dividend growth of 5% to 9% [19][20]. - **Caterpillar**: Yield of 1.6%, has a strong dividend history with a recent 7% hike, committed to returning a significant portion of FCF to shareholders [22][24]. - **Emerson Electric**: Yield of 1.6%, a Dividend King with a 69-year streak of dividend increases, reflecting operational efficiency and growth in automation [25][26]. - **Parker-Hannifin**: Yield of 1%, has increased dividends for 69 consecutive years, with significant growth opportunities in a $145 billion market [27][30].

Company Performance - Republic Services (NYSE: RSG) has demonstrated exceptional performance, with a stock price increase of 520% over the past 10 years [1] - The company has shown solid compounding in revenue, cash flow, and other financial metrics [1] Analyst Background - The analyst has over 10 years of experience researching companies across various sectors, including commodities and technology [1] - The analyst has researched more than 1000 companies, providing a broad perspective on investment opportunities [1] - The focus has shifted to a value investing-oriented YouTube channel after three years of blogging, covering hundreds of companies [1]

Company Announcement - GFL Environmental Inc. will release its 2025 second quarter financial results after the market closes on July 30, 2025 [1] - An investor conference call will be held on July 31, 2025, at 8:30 am Eastern Time to discuss the financial results [1] Conference Call Details - A live audio webcast of the conference call can be accessed via the Company's Investors page or by dialing toll-free numbers in Canada and the United States [2] - Participants are encouraged to pre-register for the conference call to gain immediate access and bypass the live operator [3] Company Overview - GFL is headquartered in Vaughan, Ontario, and is the fourth largest diversified environmental services company in North America [4] - The company provides a comprehensive line of solid waste management services across Canada and in 18 U.S. states, employing over 15,000 individuals [4]

Core Viewpoint - Bion Environmental Technologies, Inc. is a leader in advanced treatment and resource recovery technology for livestock and organic waste, and has announced an update and outlook along with a shareholder call scheduled for July 1, 2025 [1] Company Overview - Bion's patented Ammonia Recovery System (ARS) converts ammonia from biogas generated from animal manure and organic waste into organic and low-carbon nitrogen fertilizers, contributing to environmental sustainability by preventing pollution and improving economic viability for livestock and biogas operations [3] Shareholder Call Details - The shareholder call is set for 7:00 PM ET on July 1, 2025, and will be accessible via Zoom, with pre-submitted questions being accepted [2] Industry Trends - Bion's platform supports global trends towards circular economy models and the development of low-carbon and low-impact fuels and agriculture [3]

Summary of Waste Management (WM) 2025 Investor Day Company Overview - **Company**: Waste Management (WM) - **Event**: 2025 Investor Day - **Date**: June 24, 2025 - **Key Speaker**: Jim Fish, CEO Core Industry Insights - **Industry**: Waste Management and Environmental Services - **Market Position**: WM is positioned as a leader in the waste management industry with a unique asset network and materials management expertise [19][24][34] Key Financial Metrics - **2024 Revenue**: $22.1 billion [19] - **2024 EBITDA**: $6.6 billion [19] - **Historical Performance**: - 3% revenue growth during the pandemic - 7% adjusted operating EBITDA growth during the pandemic - 14% free cash flow growth during the pandemic - 6% top-line growth from 2022 to 2024 - 9% EBITDA growth from 2022 to 2024 - 13% free cash flow growth from 2022 to 2024 [20][21] Strategic Focus Areas - **People First Leadership**: Emphasis on valuing employees and fostering a dynamic leadership team [17][18] - **Long-term Growth Strategy**: Focus on sustainable value creation through disciplined capital allocation and operational excellence [18][64] - **Customer-Centric Approach**: Commitment to customer service and satisfaction as a core business principle [32][34] Operational Excellence - **Cost Management**: Operating expenses as a percentage of revenue reduced from 65% to 60% [31][69] - **Technology Integration**: Implementation of advanced technologies to improve operational efficiency and safety [74][80] - **Fleet Optimization**: Use of telematics and real-time data to enhance fleet management and reduce downtime [84][86] Growth Platforms - **Sustainability Initiatives**: Planned investment of $3 billion in recycling and renewable natural gas (RNG) plants, with expected incremental free cash flow of $600 million to $630 million from these investments [45][46] - **Healthcare Solutions**: Expansion into healthcare waste management, leveraging demographic trends and increasing healthcare spending [47][54] Market Trends and Challenges - **Labor Market**: Addressing labor shortages through technology and automation, including the transition to automated side loaders and autonomous vehicles [58][62] - **Landfill Capacity**: Anticipating a reduction in landfill capacity over the next 20 years, while maintaining a competitive disposal network [36][38] Competitive Landscape - **Consolidation Opportunities**: Potential for tuck-in acquisitions within the industry, with a focus on expanding operations in underserved areas [42][44] - **Regulatory Expertise**: Leveraging regulatory knowledge to navigate industry challenges and enhance service offerings [34] Conclusion - **Investment Thesis**: WM is positioned for sustained growth through a combination of strong leadership, operational excellence, and strategic investments in sustainability and healthcare solutions [64]

Waste Management, Inc. (NYSE: WM ) has good revenue growth potential in the near as well as long term. The weather-related disruptions that impacted revenue growth in Q1 2025 should no longerI have over 15 years of experience investing and have provided research services to mid-sized hedge funds with assets under management between $100 and $500 million. I also have had a brief stint as a sell-side analyst. I am now focusing primarily on managing my own money and my purpose here is to share my views and ben ...

Company Overview - Vow ASA and its subsidiaries, including Scanship, C.H. Evensen, and Etia, focus on preventing pollution through innovative solutions that convert biomass and waste into valuable resources and clean energy [2] - The company is a leader in wastewater purification and waste valorisation in the cruise market, providing technologies that facilitate the transition to a fossil-free future [2] - Vow's advanced technologies enable decarbonisation and material recovery across various industries, converting materials such as biomass, sewage sludge, plastic waste, and end-of-life tyres into clean energy and low carbon fuels [2] Recent Developments - Ulf Tore Hekneby, a close associate of Vow ASA's CFO, Cecilie Brænd Hekneby, has acquired 81,311 shares, increasing the total shares owned by him and his close associates to 2,351,311 [1]

Core Viewpoint - ESGL Holdings Limited has received shareholder approval for its business combination with De Tomaso Automobili, aiming to enhance growth opportunities and shareholder value [1][2][3]. Group 1: Shareholder Approval - All proposals related to the business combination were approved by ESGL shareholders during the Extraordinary General Meeting held on June 10, 2025 [2]. - The proposals included the expansion of authorized share capital, potential share consolidation, a proposed name change, adoption of a revised charter, and authority to adjourn the meeting for maximum shareholder support [8]. Group 2: Strategic Implications - The Chairman and CEO of ESGL expressed confidence that the transaction will unlock new growth opportunities and expand the company's presence across various industries and markets [3]. - The company is actively working with Nasdaq to complete the listing review process and fulfill remaining closing conditions [3]. Group 3: Next Steps - The completion of the business combination is still subject to Nasdaq's approval and other customary closing conditions [2][3]. - Further updates will be provided as material developments occur [4].