Hosting Call at 4:15 pm ET on Monday, November 24th CALGARY, AB , Nov. 18, 2025 /PRNewswire/ - Nanalysis Scientific Corp. ("the Company", (TSXV: NSCI) (OTCQX: NSCIF) (FRA: 1N1), a leader in portable NMR instruments and imaging technology and services for industrial and research applications announces that on Monday, November 24th, 2025, the Company will put out a press release at the market close and Chief Executive Officer Sean Krakiwsky and Chief Financial Officer Randall McRae will host a conference ca ...

Core Viewpoint - The Nasdaq Composite index experienced its worst week since April, primarily due to hedge fund manager Michael Burry's bearish bets on AI stocks Nvidia and Palantir, leading to declines in major indexes [1][2]. Market Performance - The S&P 500 and Nasdaq Composite indexes fell by approximately 1.6% and 3% respectively, while the Dow decreased by over 1% [1]. - Nvidia shares dropped 7.1% this week, and Palantir shares fell 11.2%, with significant declines occurring after the news of Burry's bets [10]. Hedge Fund Activity - Michael Burry's Scion Asset Management filed an SEC Form 13F revealing bearish positions on Nvidia and Palantir, which began impacting the market shortly after the filing [2][3]. - Burry's reputation as a stock forecaster stems from his successful predictions prior to the 2007-2008 financial crisis, which has led investors to pay attention to his market moves [4]. Specifics of Burry's Bets - In Q3, Burry purchased 1 million put options on Nvidia, valued at $186.6 million, and 5 million put options on Palantir, valued at $912.1 million [6][7]. - Burry's fund also held six other stocks worth about $283 million at the end of Q3, including Pfizer and Halliburton [8]. Investor Sentiment - Following the initial drop, Nvidia and Palantir stocks stabilized on Friday, indicating that some investors may have already exited their positions due to uncertainty [11][12]. - The advice for investors is to maintain their existing positions on Nvidia and Palantir, regardless of Burry's actions, as the influence of hedge fund managers can sometimes lead to overreactions in the market [14][15].

Financial Data and Key Metrics Changes - Sales in Q3 2025 were $1.03 billion, reflecting a 6% increase in local currency and an 8% increase on a U.S. dollar reported basis [6][9] - Adjusted EPS for the quarter was $11.15, a 9% increase over the prior year, while reported EPS was $10.57 compared to $9.96 in the prior year [8][9] - Gross margin was 59.2%, a decrease of 80 basis points primarily due to tariff costs [7][8] - Adjusted operating profit amounted to $309.9 million, up 5% versus the prior year, with an adjusted operating margin of 30.1% [7][8] Business Line Data and Key Metrics Changes - Laboratory sales increased 4%, Industrial sales increased 9% (10% excluding acquisitions), and Product Inspection grew 7% [6][7] - Service revenue grew 8% in the quarter, including a 1% benefit from acquisitions [7] - Food Retail sales grew 5% against easy year-ago comparisons [7] Market Data and Key Metrics Changes - Local currency sales increased 10% in the Americas, 6% in Europe, and 1% in Asia [6] - Local currency sales in China increased 2% during the quarter, marking the first growth in the Industrial business in over two years [19][49] Company Strategy and Development Direction - The company is focused on capturing growth opportunities in automation, digitalization, and onshoring, while remaining agile amid global trade uncertainties [4][11] - Recent acquisitions aim to enhance North American distribution and service capabilities, contributing modestly to sales growth [10][15] - The company continues to invest in innovation and digital capabilities to improve customer productivity and insights [21][22] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in navigating market uncertainties and highlighted the importance of innovation and operational excellence [4][20] - The outlook for 2026 anticipates local currency sales growth of approximately 4%, with expectations of gradual improvement in market conditions [23][24] - Management noted that while short-term uncertainties persist, the company is well-positioned to gain market share through its innovative portfolio [24][60] Other Important Information - The company expects local currency sales growth of approximately 3% for Q4 2025, with adjusted EPS guidance in the range of $12.68-$12.88 [12][13] - Tariff costs are projected to have a gross headwind of approximately 7% on EPS for Q4 2025 [12][13] Q&A Session Summary Question: Can you provide a breakdown of the 2026 guidance by segment, particularly for industrial? - Management expects low to mid-single digit growth in the Laboratory business and similar growth in core Industrial and Product Inspection segments [27] Question: How is the consumer market affecting consumer-facing segments like PID? - Management noted that while the end market remains challenging, recent product innovations have been well received, particularly in the middle market [29][30] Question: What are the expectations for onshoring demand in 2026 versus 2027? - Management believes the company is well-positioned to benefit from onshoring activities, but expects a gradual impact over the coming years [44][45] Question: What are the growth expectations for China in the lab and industrial sectors? - Management anticipates low single-digit growth in both sectors, with optimism for medium to long-term opportunities in the lab sector [48][49] Question: Can you elaborate on the recent acquisitions and their impact? - The company completed several small acquisitions to enhance distribution and service capabilities, contributing less than 1% to sales growth [53][54]

Earnings Call Webcast November 7, 2025 Mettler-Toledo International Inc. Q3 2025 Financial Results Safe Harbor Statement 2 Statements in this presentation which are not historical facts constitute "forward looking statements" within the meaning of Section 27A of the U.S. Securities Act of 1933 and Section 21E of the U.S. Securities Exchange Act of 1934. These statements involve known and unknown risks, uncertainties and other factors that may cause our or our businesses, actual results, levels of activity, ...

Core Insights - Stocks priced between $10 and $50 are seen as a balance of affordability and stability, but investors should be cautious as some may have weak business models [1] Group 1: Byrna (BYRN) - Byrna provides non-lethal weapons for civilians, trading at $17.55 per share with a forward EV-to-EBITDA of 20.3x [3][5] - Concerns about Byrna's business model warrant careful consideration before investment [4] Group 2: Bruker (BRKR) - Bruker specializes in high-performance scientific instruments, with a share price of $39.04 and a forward P/E of 19.6x [6][8] - The company is viewed as less attractive compared to other investment opportunities [7] Group 3: Berkshire Hills Bancorp (BHLB) - Berkshire Hills Bancorp, a regional bank, has a share price of $26.13 and offers various banking services [9] - Concerns include a suboptimal cost structure, cash burn issues, and limited cash reserves that may lead to unfavorable financing [10][11] - The company has shown no organic revenue growth in two years, a shrinking free cash flow margin, and diminishing returns on capital [12] - Annual net interest income growth of 2.3% is below sector standards, with a net interest margin decline of 21 basis points and a 37.8% drop in earnings per share over the last two years [13]

Core Insights - The London Company reported a 6.3% return (6.2% net) for its Large Cap Strategy in Q3 2025, underperforming the Russell 1000 Index which gained 8.0% during the same period [1] - The overall economic momentum remained strong despite mixed economic data in Q3 2025, driven by a Fed rate cut, solid corporate earnings, and enthusiasm around AI [1] Company-Specific Insights - Bruker Corporation (NASDAQ:BRKR) was highlighted in the investor letter, with a one-month return of 6.17% but a significant 34.78% decline over the past 52 weeks, closing at $38.71 per share with a market capitalization of $5.873 billion on November 3, 2025 [2] - The London Company decided to exit its position in Bruker Corporation due to significant underperformance since purchase in 2024, citing weak pharma spending, potential cuts to NIH and academic funding, and tariff concerns as headwinds [3] - Bruker Corporation is not among the 30 most popular stocks among hedge funds, with 42 hedge fund portfolios holding the stock at the end of Q2 2025, an increase from 40 in the previous quarter [4]

Core Insights - Baron Health Care Fund reported a 5.39% gain in Q3 2025, slightly outperforming the Russell 3000 Health Care Index which gained 5.05% [1] - The fund's performance was impacted by poor stock selection in life sciences tools & services and pharmaceuticals, particularly due to Waters Corporation's underperformance [3] Fund Performance - The Baron Health Care Fund's Institutional Shares rose 5.39% in Q3 2025, compared to an 8.18% gain for the Russell 3000 Index [1] - Solid stock selection was offset by negative impacts from active sub-industry allocations and cash holdings during a rising market [1] Waters Corporation Analysis - Waters Corporation (NYSE:WAT) had a one-month return of 8.56% but saw a 10.74% decline over the past 52 weeks, closing at $345.59 with a market cap of $20.571 billion [2] - The fund exited its position in Waters Corporation due to concerns that its acquisition of Becton, Dickinson's biosciences and diagnostics assets would dilute growth and margins, fundamentally changing the investment thesis [3] Hedge Fund Interest - Waters Corporation was held by 37 hedge fund portfolios at the end of Q2 2025, an increase from 33 in the previous quarter [4] - Despite its potential, the company is not considered among the top investment choices compared to certain AI stocks that are perceived to offer greater upside potential [4]

Core Viewpoint - The article discusses the emerging technologies in the field of chemistry as identified by IUPAC, highlighting their potential impact on scientific instruments and market trends, particularly in addressing climate change, sustainable supply chains, and human health solutions [3][21]. Group 1: Emerging Technologies - **Xolography**: This technology utilizes 3D printing to create ultra-precise microfluidic chips, doubling the speed of chromatography/gas analysis and reducing costs by 60%. It enhances separation efficiency by three times and decreases solvent consumption by 50% [5]. - **Carbon Dots**: These ultra-bright fluorescent nanoparticles improve spectral detection sensitivity by 1000 times, allowing for lower detection limits in Raman spectroscopy and enhancing signal-to-noise ratios in NMR by 20 times. They also replace traditional organic dyes, leading to a 40% reduction in global spectral reagent costs by 2025 [6]. - **Nanochain Biosensors**: These sensors can capture biomolecules rapidly, reducing breath analysis time from 30 minutes to 3 minutes. They enhance detection efficiency by ten times and improve specificity in infrared spectroscopy [7]. - **Synthetic Cells**: This technology automates the modeling of complex biological data, reducing data redundancy by 70% and improving the accuracy of structural analysis in NMR [8][9]. - **Single Atom Catalysis**: By breaking catalysts down to single atoms, this technology enhances the lifespan and selectivity of chromatography columns, increasing separation speed by three times and reducing background noise in mass spectrometry by 50% [10][11]. - **Thermogel Polymers**: These temperature-sensitive gels automate gradient elution in chromatography, shortening analysis time by 40% and enhancing dynamic detection stability in gas analysis [12]. - **Additive Manufacturing**: This 3D printing technology allows for the customization of core components in scientific instruments, reducing costs by 70% and manufacturing time significantly [13]. - **Multimodal Foundation Models**: These AI models can automate spectrum reading, reducing analysis time from 2 hours to 2 minutes with a 99.5% accuracy rate, thus lowering the operational threshold for users [14][15]. - **Direct Air Capture**: This technology captures high-purity CO₂ from the air, improving calibration accuracy for gas analyzers and enhancing the reliability of carbon trading equipment [16][17]. - **Electrochemical Carbon Capture and Conversion**: This method allows for simultaneous CO₂ capture and analysis, improving detection precision to 0.01% and optimizing ionization efficiency in mass spectrometry [18][19]. Group 2: Market Implications - The emergence of these technologies indicates a shift in the competitive landscape of the scientific instrument industry, moving from hardware specifications to data integration capabilities, particularly involving AI and sensor technologies [20]. - The IUPAC initiative aims to showcase innovative technologies that can significantly impact global chemistry and industry, promoting sustainable development goals [21][22].

Core Viewpoint - Michael Burry's hedge fund, Scion Asset Management, has made significant bearish bets on Nvidia and Palantir Technologies, indicating concerns about potential market bubbles driven by AI hype [1][4]. Group 1: Investment Positions - Scion disclosed a put option on Nvidia equivalent to 1 million shares, valued at approximately $186.6 million, and a put option on Palantir equivalent to 5 million shares, worth around $912 million [1]. - The fund held no positions in Nvidia or Palantir in the previous quarter, marking a notable shift in Burry's investment strategy [4]. - Scion's portfolio included call options on Halliburton and Pfizer, along with shares in Lululemon, Bruker, Molina Healthcare, and SLM Corp, reducing its total positions from 15 to 8 by the end of September [5]. Group 2: Market Context - Nvidia has seen a 54% increase in stock price this year, becoming the world's first company to reach a $5 trillion market cap, while Palantir's stock has surged 174% amid rising AI and defense spending [3]. - The recent trades come amid discussions about whether the AI boom has inflated stock valuations, as the S&P 500 and Nasdaq 100 indexes reach record highs [4].

Core Insights - Oxford Instruments has launched the witec360 Raman microscope with the Hexalight spectrometer, which sets a new standard in confocal Raman imaging and analysis, particularly for research institutions and advanced industries in Singapore and the broader Asia region [1][5]. Product Features - The witec360 Raman microscope builds on the WITec alpha300 series, offering improved light transmission, enhanced automation, and an optimized confocal beam path from laser to detector, suitable for materials science, life sciences, and semiconductor research [3][4]. - The Hexalight spectrometer features proprietary lenses that provide exceptional optical throughput from 350 to 1100 nm, with an innovative harmonic drive that positions up to six gratings with high precision, ensuring superior spectral resolution and flexibility [4]. Market Position and Strategy - The modular architecture of the witec360 makes it ideal for multidisciplinary laboratories and core facilities, allowing scientists to configure the system to meet diverse research demands [5]. - Oxford Instruments is expanding its presence in Asia with dedicated regional technical and applications support based in Singapore, enabling users to fully leverage the performance of the witec360 and Hexalight systems [5][6]. Company Vision and Growth - Innovation is central to Oxford Instruments' growth strategy, focusing on accelerating breakthroughs that contribute to a greener, healthier, and more productive world, which is driving significant R&D investment in new materials and techniques [7]. - The company aims to connect academic researchers with commercial applications engineers, positioning itself as a catalyst for real-world progress [8].