Goal to standardize on one technology platform that supports operations globally and deliver excellent customer experienceMONTREAL, July 10, 2025 /PRNewswire/ - Alithya Group Inc. (TSX: ALYA) (NASDAQ: ALYA) ("Alithya") is pleased to announce the go-live of Microsoft Dynamics 365 Finance and Supply Chain Management (F&SCM) in both France and Spain for Hayward Holdings, Inc. (NYSE: HAYW), a global designer, manufacturer, and marketer of a broad portfolio of pool equipment and outdoor living technology.The Eur ...

Core Viewpoint - The demand for AI is driving significant growth for DISCO, a leading manufacturer of wafer cutting machines in Japan, leading to upward revisions in their financial forecasts for the first quarter of 2025, with net profit expected to reach a historical high [1][2]. Group 1: Financial Forecast Revisions - DISCO revised its consolidated revenue forecast for Q1 2025 from 75 billion JPY (a 9% year-over-year decrease) to 89.914 billion JPY (a 9% year-over-year increase) [1]. - The consolidated operating profit was adjusted from 23.8 billion JPY (a 29% year-over-year decrease) to 34.48 billion JPY (a 3% year-over-year increase) [1]. - The consolidated net profit forecast was raised from 16.7 billion JPY (a 30% year-over-year decrease) to 23.767 billion JPY (a 0.2% year-over-year increase), marking a historical high for the same period [1]. Group 2: Market Dynamics and Demand Drivers - The upward revision in DISCO's financial outlook is attributed to strong demand for high-performance semiconductors driven by generative AI, which has boosted sales of manufacturing equipment [1]. - The depreciation of the Japanese yen against the dollar also contributed to the improved financial outlook, with the average exchange rate during the period being 144.5 JPY per USD, compared to the previously set benchmark of 135 JPY per USD [1]. - DISCO's individual shipment value for Q1 2025 reached 93 billion JPY, an 8.5% increase year-over-year, marking the fifth consecutive quarter of growth and surpassing the previous record of 90.8 billion JPY set in Q3 2024 [2]. Group 3: Industry Trends - The Japan Semiconductor Equipment Association (SEAJ) reported an upward revision in the sales forecast for semiconductor manufacturing equipment in Japan for the fiscal year 2025, increasing from 4.659 trillion JPY to 4.8634 trillion JPY, representing a 2% increase compared to the previous year [2]. - This growth is driven by increased investments in advanced semiconductor technologies, including the production of 2nm chips by TSMC and rising investments in DRAM and HBM by South Korean manufacturers [2].

Company Performance - Freightcar America (RAIL) shares increased by 18.6% in the last trading session, closing at $11.66, with a notable trading volume compared to typical sessions [1] - Year-to-date, the company's shares have gained 31%, driven by strong demand for railcars and cost-reduction efforts, including relocating production to a lower-cost region [2] - The consensus EPS estimate for the upcoming quarterly report is $0.06 per share, reflecting a year-over-year increase of 20%, while revenues are expected to be $109.09 million, down 26% from the previous year [3] Earnings Estimates and Trends - The consensus EPS estimate for Freightcar America has been revised 2.8% higher in the last 30 days, indicating a positive trend that typically correlates with price appreciation [4] - Empirical research suggests that trends in earnings estimate revisions are strongly correlated with near-term stock price movements, highlighting the importance of monitoring RAIL's performance [3][4] Industry Context - Freightcar America operates within the Zacks Transportation - Equipment and Leasing industry, which includes other companies like Air Lease (AL) [5] - Air Lease's consensus EPS estimate has remained unchanged at $1.33, representing an 8.1% increase from the previous year, and it also holds a Zacks Rank of 3 (Hold) [6]

Core Viewpoint - NameSilo Technologies Corp. has entered into a letter of intent to acquire 100% of SewerVUE Technology Corp., a company specializing in large-diameter pipe inspection technology [1][5]. Company Overview - SewerVUE Technology Corp. is recognized for its innovative inspection technologies, including pipe-penetrating radar and multi-sensor inspections, which provide reliable data for infrastructure maintenance [2][4]. - The company utilizes advanced robotic inspection vehicles to gather data on voids, wall thickness, sediment volume, and reinforcement cover, aiding in the assessment of the remaining useful life of linear assets [3]. Acquisition Details - The acquisition will involve NameSilo paying C$2,450,000 to SewerVUE shareholders as part of the definitive share purchase agreement [5]. - The closing of the acquisition is contingent upon the completion of due diligence and the satisfaction of conditions outlined in the definitive agreement [6]. Industry Position - SewerVUE serves a diverse clientele, including municipalities, mining corporations, and engineering firms, and is a leader in multi-sensor inspection technologies, employing methods such as LiDAR, sonar, and HD-CCTV [4].

Q1 2019 Highlights - VLCC average spot rate in TI Pool was $35,195 per day, compared to $18,725 in Q1 2018[8] - VLCC average time charter rate was $27,630 per day[8] - Suezmax average spot rate was $27,380 per day, compared to $14,000 in Q1 2018[8] - Suezmax average time charter rate was $32,680 per day[8] - In Q1 so far, VLCC 535% fixed at around $26500 per day[12] - In Q1 so far, Suezmax 493% fixed at around $18000 per day[12] Financial Performance - Revenue increased to $232589 thousand in Q1 2019 from $98136 thousand in Q1 2018[13] - Net profit for the period was $19526 thousand in Q1 2019, compared to a loss of $39091 thousand in Q1 2018[13] - Result after taxation per share was $009 in Q1 2019, compared to $(025) in Q1 2018[13] - Cash increased to $1785 million in Mar-19 from $1730 million in Dec-18[15] Market Signals - US crude export outlook shows potential for growth to 2022[18] - Correlation between Euronav share price and new build VLCC value is 84%[25] - Demand 3% Supply 3% - VLCC $35K Q4 & Q1[26] Liquidity and Leverage - Liquidity increased to $785 million[17] - Leverage is 462% marked to market[16]

Q3 2019 Highlights - VLCC average spot rate in TI pool was $25,036, compared to $17,773 in Q3 2018[8] - VLCC average time charter rate was $32,790, compared to $31,374 in Q3 2018[8] - Suezmax average spot rate was $17,121, compared to $14,919 in Q3 2018[8] - Suezmax average time charter rate was $29,884, compared to $29,624 in Q3 2018[8] - Very strong start to Q4 with VLCC rates booked at $60,900 per day so far[11] - For Q4, Euronav has 90% of trading fleet exposed to spot market[11] - Outlook for Q4 shows VLCC 60% fixed at around $60,900 per day and Suezmax 48% fixed at around $27,300 per day[11] Financial Performance - Revenue for the third quarter of 2019 was $175,287 thousand[12] - Net loss for the period was $22,903 thousand[12] - Loss per share was $0.11[13] - Cash position was $183.7 million as of September 2019[14] - Leverage is at 44% marked to market[15] Market Outlook and Strategy - The company will pay quarterly dividends starting in 2020[11] - Active commercial consolidation with over 70 VLCCs on one platform from 2020[17] - IMO induced storage provides catalyst for freight rates[18] - Euronav is actively preparing for IMO 2020 by purchasing LSFO[26, 27]

Financial Performance Highlights - The company's revenue for Q1 2020 was $416.7 million, a significant increase compared to $232.6 million in Q1 2019[12] - Net income for Q1 2020 reached $225 million, substantially higher than the $19.5 million reported in Q1 2019[15, 12] - Fuel procurement project resulted in $17.5 million savings in Q1 2020, impacting VLCC rates by $5,000 per day[14] - Dividends totaling $1.08 per share will be paid in June[11] Fleet and Market Dynamics - Average spot rates for VLCCs in Q1 2020 were $72,750 per day, compared to $35,195 in Q1 2019[8] - Average spot rates for Suezmax vessels in Q1 2020 were $59,250 per day, versus $27,380 in Q1 2019[8] - For Q2, 71% of VLCC days were fixed at approximately $95,000 per day, and 57% of Suezmax days were fixed at around $65,400 per day[11] - 125 VLCCs are currently used for storage, including 65 taken for market storage in April and 38 Iranian VLCCs[31] Balance Sheet and Capital Allocation - The company's cash position increased to $312.2 million in March 2020 from $297 million in December 2019[17] - Mandatory debt repayment for Q1 2020 was $28 million, with a $69 million reduction in the Revolving Credit Facility (RCF)[19] - $100 million was allocated towards the purchase of 4 VLCC resales[19] Future Market Outlook - The company anticipates a potential storage draw in the mid-term, with two scenarios: a quick draw if contango persists, or a slow draw if backwardation occurs[32] - The company notes that 26% of the VLCC fleet is over 15 years old, suggesting a potential for fleet resizing[35]

Financial Performance - Revenue for Q3 2020 was $241 million[16], a significant increase compared to the year-to-date revenue of $5772 million in 2019[14] - Net income for Q3 2020 reached $462 million[16], a substantial turnaround from a loss of $419 million year-to-date in 2019[14] - Euronav's leverage stands at 358% of book value, with available liquidity of $12 billion[19] Fleet and Operations - VLCC average spot pool rate was $42000 per day in Q3 2020, compared to $25250 in Q3 2019[8] - Suezmax average spot rate was $23500 per day in Q3 2020, versus $17250 in Q3 2019[8] - The company extended an FSO contract by 10 years to 2032, projecting $645 million in additional revenue for the joint venture[11, 34] Capital Allocation - The company declared a Q3 dividend of USD 9c per share and executed a share buyback of $185 million[11] - Year-to-date dividend yield reached 21%, with $157 per share distributed[13] - Euronav has $236 million in outstanding capex, primarily financed by bank loans, with VLCC deliveries expected in Q1 2021[13] Market Outlook - Approximately 50% of Q4 VLCC days are fixed at around $225k per day, and 45% of Suezmax days are fixed at about $115k per day[11] - The tanker market remains in a transition phase, influenced by COVID-19 restrictions, OPEC+ supply cuts, and vessel supply[35, 36] - Recycling trends indicate that when VLCC rates fall below P&L breakeven, approximately 5% of the fleet is typically recycled[22]

Financial Performance in Q4 2020 - VLCC average spot rate in TI pool decreased to $20,500 per day, a significant drop compared to $61,700 in Q4 2019[8] - VLCC average time charter rate increased to $44,700 per day from $35,700 in Q4 2019[8] - Suezmax average spot rate decreased to $12,500 per day from $41,500 in Q4 2019[8] - Suezmax average time charter rate remained relatively stable at $29,500 per day compared to $29,300 in Q4 2019[8] - Revenues were $138 million[13] - EBITDA was $36 million[13] - Net income was -$58.7 million[13] - VLCC cash breakeven was $18,000 per day[13] - Suezmax cash breakeven was $16,000 per day[13] Strategic Initiatives and Capital Allocation - The company extended FSO contracts for another 10 years, until 2032[11] - A fixed cash dividend of USD 0.03 per share was declared, in line with the distribution policy[11] - An additional $50 million share repurchase program was initiated[11] - $119.5 million was returned via share buybacks in FY2020[12] - Since 2018, Euronav has returned $146 million via buybacks, plus an additional $50 million[17] Market Outlook and Factors - Q1 2021 outlook: approximately 46% of VLCC days were fixed at around $16,400 per day, and 54% of Suezmax days were fixed at around $9,200 per day[11] - The company noted sustained pressure on freight rates due to reduced demand, OPEC cuts, and an oversupply of vessels[11] - The company highlighted that 62 VLCCs will require special surveys during 2021, potentially creating conducive conditions for recycling older tonnage[21] - Recycle value for VLCC is greater than $18 million[21] - The IEA global oil demand forecast indicates that recovery to 2019 peak levels of consumption is deferred to Q3 2022[22] - Leverage is at 37.3% of book value[16, 26]

Financial Performance - Revenue decreased significantly from $416.7 million in Q1 2020 to $113.4 million in Q1 2021[12] - The company reported a net loss of $71 million in Q1 2021, compared to a profit of $225.6 million in Q1 2020[12] - Euronav's leverage to book value is at 41.8%[14] - The company maintains access to liquidity greater than $1 billion[14] Operational Highlights - VLCC average spot rate in TI pool decreased from $61,700 per day in Q1 2020 to $14,000 per day in Q1 2021[8] - Suezmax average spot rate decreased from $41,500 per day in Q1 2020 to $11,500 per day in Q1 2021[8] - For Q2 so far, 48% of VLCC capacity is fixed at around $10,000 per day[11] - For Q2 so far, 41% of Suezmax capacity is fixed at around $10,500 per day[11] - The company completed 8 dry dockings in Q1 and another 8 in Q2, with 11 more planned for the second half of 2021[15] Strategic Initiatives - Euronav is diversifying financing with new sustainability funding, including a $60 million unsecured facility and an €80 million unsecured sustainability-linked facility[20] - The company is recycling older tonnage into new builds, involving 6 VLCCs and 3 Suezmax vessels with an average age of 13.7 years[22] - Euronav is focused on reducing emissions and meeting financial and strategic goals[21, 22] Market Outlook - The tanker market is awaiting recovery, influenced by demand and supply of oil, ton miles, and vessel supply[34, 35] - "Illicit" trade is potentially preventing recycling, with 8% of the VLCC fleet and 5% of the Suezmax fleet involved[27]