Core Insights - The article reassesses the ALPS Sector Dividend Dogs ETF (SDOG), focusing on its performance and investment strategy [1] Group 1: Investment Strategy - The author emphasizes the importance of analyzing Free Cash Flow and Return on Capital for deeper investment insights [1] - The approach includes identifying underappreciated equities with strong upside potential and overappreciated companies with inflated valuations [1] Group 2: Sector Focus - The research pays particular attention to the energy sector, including oil & gas supermajors and exploration & production companies [1] - The analysis also covers various other industries, such as mining, chemicals, and luxury goods [1]

Financial Performance - Q2 2025 - GAAP Sales reached $200 million[9] - Adjusted EBITDA was $56 million[9] - Adjusted EBITDA Margin was 24%, including a proportionate 50% share of sales from the Zeolyst Joint Venture of $28 million[9, 10] - Adjusted Free Cash Flow was negative $(2) million[9] - Net Debt Leverage Ratio was 35x[9] Segment Performance - Q2 2025 - Ecoservices sales increased by 144% due to favorable contractual pricing and pass-through of higher sulfur costs, reaching $176 million[7, 18] - Advanced Silicas sales decreased by 166% due to timing of sales for niche custom catalysts, amounting to $241 million[7, 20] - Zeolyst Joint Venture sales decreased slightly by 21% due to timing of sales for hydrocracking and custom catalysts, totaling $284 million[7, 20] Cash Flow and Capital Allocation - The company repurchased 29 million shares totaling approximately $22 million[7] - Available liquidity was $152 million, including $69 million in cash and cash equivalents and $83 million availability on the revolving ABL facility[9, 10] 2025 Outlook - Revised sales outlook is $795 million - $835 million[32] - Revised Adjusted EBITDA outlook is $242 million - $254 million[32] - Revised Adjusted Free Cash Flow outlook is $70 million - $80 million[32]

Philippines’ Lance Gokongwei Mulls Exit From Legacy Petrochemicals Businesshttps://t.co/blItOPrgtc https://t.co/7HBPccaW7n ...

Core Points - NL Industries, Inc. has declared a special cash dividend of $0.21 per share and a quarterly dividend of $0.09 per share [1] - The special dividend will be funded from excess cash flows and is payable on August 28, 2025, to shareholders of record as of August 18, 2025 [1] - The quarterly dividend is payable on September 23, 2025, to shareholders of record as of September 5, 2025 [1] Company Overview - NL Industries, Inc. operates in the component products sector, specifically in security products and recreational marine components, as well as in the chemicals sector, focusing on TiO2 [2]

NL Industries, Inc. Summary - NL Industries reported a net income attributable to stockholders of $0.3 million, or $0.01 per share, in Q2 2025, a significant decrease from $7.9 million, or $0.16 per share, in Q2 2024 [1] - For the first half of 2025, net income was $1.0 million, or $0.02 per share, compared to $14.7 million, or $0.30 per share, in the same period of 2024 [1] - The results included an unrealized loss of $0.1 million in Q2 2025 related to marketable equity securities, contrasting with an unrealized gain of $0.8 million in Q2 2024 [1] CompX Summary - CompX's net sales increased to $40.3 million in Q2 2025 from $35.9 million in Q2 2024, and for the first six months, sales rose to $80.6 million from $73.9 million [2] - The increase in sales was attributed to higher Security Products sales to the government security market and increased Marine Components sales to government and towboat markets [2] - Segment profit for CompX was $6.3 million in Q2 2025, up from $5.1 million in Q2 2024, and $12.2 million for the first six months of 2025, compared to $8.8 million in the same prior year period [2] Kronos Worldwide Summary - Kronos reported net sales of $494.4 million in Q2 2025, a decrease of $6.1 million, or 1%, compared to Q2 2024, while net sales for the first half of 2025 were $984.2 million, an increase of $4.9 million, or 1%, from the same period in 2024 [4] - The decline in Q2 sales was primarily due to lower average TiO2 selling prices, changes in product mix, and lower sales volumes in export markets, partially offset by higher sales volumes in North America [4] - Kronos' income from operations fell to $7.4 million in Q2 2025 from $35.9 million in Q2 2024, and for the first six months, it decreased to $45.8 million from $55.4 million in the same period of 2024 [5][6] Market Conditions and Currency Impact - The TiO2 industry faced challenges due to global uncertainties related to U.S. trade policies and geopolitical tensions, affecting sales volumes and pricing momentum [4] - Kronos experienced a 4% decline in average TiO2 selling prices during the first half of 2025, despite starting the year with prices 2% higher than at the beginning of 2024 [4] - Currency fluctuations, particularly with the euro, impacted net sales, increasing them by approximately $8 million in Q2 2025 but decreasing them by about $3 million in the first half of 2025 compared to the same prior year periods [4]

Core Viewpoint - Kronos Worldwide, Inc. has declared a regular quarterly dividend of $0.05 per share on its common stock, indicating a commitment to returning value to shareholders [1] Company Summary - Kronos Worldwide, Inc. is a significant international producer of titanium dioxide products, highlighting its role in the industry [1] Dividend Details - The declared dividend of $0.05 per share will be payable on September 18, 2025, to stockholders of record as of the close of business on September 5, 2025 [1]

Mosaic, the world’s leading producer of two key crop fertilizers, said US tariffs are weighing on shipments https://t.co/gmEt9jAc9D ...

Core Viewpoint - Tronox Holdings PLC is under investigation for possible securities fraud following disappointing financial results for Q2 2025, which led to a significant decline in stock price [3][4]. Financial Performance - Tronox reported revenue of $731 million for Q2 2025, a decline of 10.9% compared to the same quarter in the previous year, and fell short of consensus estimates by $53.45 million [3]. - The company attributed the revenue decline to delays in Brazil's anti-dumping investigation, which negatively impacted sales in that region [3]. Stock Market Reaction - Following the financial results announcement, Tronox's stock price dropped by $1.95 per share, approximately 37.94%, closing at $3.19 per share on July 31, 2025 [4]. Legal Actions - The Portnoy Law Firm has initiated an investigation into Tronox and may file a class action on behalf of investors who suffered losses [1][2].

DuPont shares rose Tuesday when the chemicals and materials manufacturer posted better-than-expected results and boosted its guidance on higher sales and volumes, plus a tax benefit. It also lowered its anticipated tariff hit. https://t.co/2SJz2ak0q7 ...

I mean the spin-offs are uh progressing on time. So we expect to have the chemicals business advanced material spin-off completed Q4 of this year uh and then aerospace will happen uh second half of 2026. So they are progressing well.But the good news is that uh the two important points there. First is we have majorly completed our portfolio transformation work with that because when I started we announced these spins but we also have done a lot of portfolio work some substraction some additions. So that's l ...