Group 1 - Huntsman shares are yielding above 9% based on its quarterly dividend, with the stock trading as low as $10.98 [1] - Historically, dividends have contributed significantly to the total return of the stock market, exemplified by the iShares Russell 3000 ETF, which saw a 0.6% decrease in share price over twelve years but provided $10.77 per share in dividends, resulting in a total return of 13.15% [1] - Collecting a yield above 9% is considered attractive if sustainable, especially when compared to the average annual total return of about 1.0% from reinvested dividends [1] Group 2 - Dividend amounts are unpredictable and typically fluctuate with company profitability, making historical performance important for assessing future dividend sustainability [2]

Core Points - Black Swan Graphene Inc. has elected seven directors to its board during the Annual and Special Meeting of Shareholders [1][2] - Shareholders approved the appointment of auditors, the Company's Omnibus Plan, and the extension of certain options held by insiders [2] - Over 35% of the issued and outstanding shares were represented at the Meeting [2] Company Overview - Black Swan Graphene Inc. focuses on large-scale production and commercialization of patented high-performance and low-cost graphene products for various industrial sectors, including concrete and polymers [3] - The graphene processing technology was developed by Thomas Swan and Co. Ltd., a UK-based global chemicals manufacturer with a century-long reputation in advanced materials and graphene innovation [3] - Since 2024, Black Swan has launched seven commercially available Graphene Enhanced Masterbatch™ polymer products, currently being tested by several international clients [3]

Core Insights - Tronox Holdings plc has published its 2024 sustainability report, highlighting significant progress towards sustainability targets and reinforcing its commitment to responsible operations and investments in people and products [1][2]. Sustainability Achievements - The company reduced Scope 1 and 2 greenhouse gas (GHG) emissions intensity by 21% in 2024 compared to the 2019 baseline, primarily through increased use of renewable energy and process automation [4]. - Waste sent to external landfills decreased by 13% in 2024 from the 2019 baseline, achieved by producing less waste, recycling more materials, and exploring circular economy opportunities [4]. - Tronox achieved one of the lowest total recordable injury rates in decades, enhancing workplace safety for employees [4]. Community and Environmental Engagement - The company is engaging top-emitting suppliers to collaborate on reducing their GHG emissions as part of its Scope 3 emissions reduction strategy [4]. - Water management initiatives are being piloted at three locations to improve water consumption measurement and enhance stewardship [4]. - Tronox is leveraging rare earth concentrates from tailings to provide essential metals for the clean energy transition [4]. - The company is actively engaging with communities, executing key action items from its Reconciliation Action Plan in Australia, and has received approval for its next Social and Labor Plan in South Africa [4].

发泡微球是一种具有特殊功能的微小球状材料，通常由热塑性聚合物外壳包裹着一种低沸点的挥发性液体。它们在加热时会发生膨胀，内部气体 蒸发，微球体积显著增大，从而形成一种轻质的泡沫结构。这种膨胀现象广泛应用于多个领域，如汽车、建筑、包装等，因其能够有效降低材料 的密度并提高性能。 0 1 发泡微球行业目前现状分析 发泡微球作为一种具有独特性能的高分子功能材料，近年来在全球范围内呈现出快速发展的态势。从产业链角度来看，行业已形成从原材料供 应、微球制备到应用开发的完整体系，但不同环节的发展水平存在显著差异。 1. 202 4 年，全球发泡微球市场规模达到了 4.30 亿美元，预计 20 31 年将达到 6.37 亿美元， 202 5 -20 31 年复合增长率（ CAGR ）为 5.84 % 。 从区域分布来看，欧美日等发达国家和地区凭借先发技术优势占据市场主导地位，其中北美和欧洲市场更专注于高端应用领域；而亚太地区则以 中国为代表，正成为全球增长最快的市场，主要驱动力来自建筑建材和消费品等领域的旺盛需求。 0 2 发泡微球发展趋势 向高性能化、多功能化发展 市场需求从"膨胀"转向"定向膨胀"与"多性能集成"，如兼具 ...

Core Insights - Sika is positioning itself as a key player in the rapidly growing data center construction market, with over 1,000 data centers built using its solutions and a strong pipeline of new projects [1][3] - Global investments in data centers are expected to exceed CHF 400 billion by 2028, driven by the increasing demand for cloud computing, AI, and IoT [1][2] - The demand for data center capacity is projected to quadruple by 2030 compared to 2024, necessitating faster construction processes while maintaining high standards of quality and sustainability [2] Company Initiatives - Sika's end-to-end solutions from foundation to rooftop provide assurance to data center owners regarding the quality and reliability of construction [3] - The company has been collaborating with major industry players for over 15 years, leveraging its global presence and local technical support to add value for customers [3] Innovative Solutions - Sika's sustainable solutions can save approximately 13,000 tons of CO2-equivalent emissions over the lifetime of a 25,000 m² data center [4] - The company's fiber reinforcement technology eliminates the need for steel reinforcement in slabs-on-ground, enhancing sustainability and construction efficiency [4] - Sika offers advanced waterproofing systems and roofing solutions that reduce heat generation and cooling costs in data centers [5] Corporate Profile - Sika is a leading specialty chemicals company with a presence in 102 countries and over 400 factories, generating sales of CHF 11.76 billion in 2024 [6]

TMT赛道迎风口。 今天（6月12日）上午A股市场整体窄幅震荡，主要指数波动不大，TMT赛道走强，赛道内多个行业板块大幅上涨，多只相关个股涨停。 港股市场上午表现相对平淡，恒生指数盘中多数时间小幅下跌。不过，港股市场医药股集体大涨，成为上午港股市场最大亮点之一。 TMT赛道走强 今天上午A股市场整体窄幅震荡，主要指数波动不大。截至中午收盘，上证指数上涨0.07%，深证成指上涨0.05%，创业板指上涨0.50%。 行业板块和赛道中，TMT赛道集体走强。具体来看： | 300548.SZ | | | | --- | --- | --- | | 澄天伟业 | 49.50 | 5.57% | | 300689.SZ | | | | 剑桥科技 | 46.05 | 5.38% | | 603083.SH | | | | 宜通世纪 | 6.71 | 5.17% | | 300310.SZ | | | | 恒宝股份 | 12.11 | 4.85% | | 002104.SZ | | | | 光迅科技 | 45.18 | 4.58% | | 002281 S7 | | | 传媒板块涨幅居前，板块盘中涨幅一度逼近2%。川网传媒（ ...

Core Viewpoint - TRUNNANO has launched a high-performance potassium silicate powder aimed at addressing the needs of the chemical industry, emphasizing stability, versatility, and cost-effectiveness [1][8]. Product Features - The potassium silicate powder offers exceptional thermal stability, superior solubility, and consistent particle size distribution, making it suitable for various applications including adhesives, coatings, ceramics, and agriculture [2][4]. - The product is characterized by high purity (≥99%) and low impurity content, enhancing its high temperature resistance, corrosion resistance, and bonding performance [5]. Technical Specifications - The potassium silicate powder has specific technical parameters, including: - SiO2 content ranging from 27.0% to 63.0% [6] - K2O content between 26.0% and 35.0% [6] - Modulus (M) values from 2.3 to 3.4 [6] - Bulk density of 0.5-0.8 g/ml [6] - Dissolution rate of ≤100 seconds [6] - Whiteness of ≥85 [6]. Market Position and Commitment - With this launch, TRUNNANO reinforces its position as a leader in advanced material solutions, focusing on innovation and value delivery to partners in the chemical industry [8][9]. - The company aims to help customers reduce production costs and risks while improving operational efficiency through its high-quality products [4][8].

The seed round was led by Radicle Growth, with strong ties to the U.S. corn and bio-ethanol industries, based on New Iridium being a finalist in the Corn Value Chain Challenge sponsored by U.S. corn farmers, with significant prior investment from CIRI Ventures, and participation from Evergreen Climate Innovations, and Climate Insiders. "This funding accelerates our mission to build a scalable platform for producing low-cost, sustainable alternatives to fossil-based chemicals," said Dr. Chern-Hooi Lim, Found ...

Core Viewpoint - Oil-Dri of America (ODC) stock is considered an attractive investment opportunity due to its low valuation relative to its operational performance and financial stability [2][11]. Financial Performance - ODC has experienced significant revenue growth, with an average increase of 12.9% over the past three years, compared to 5.5% for the S&P 500 [5]. - The company's revenues rose from $430 million to $465 million in the last 12 months, reflecting an 8.2% increase, while quarterly revenues increased by 10.6% to $117 million [6]. - ODC's operating income totaled $62 million over the previous four quarters, with an operating margin of 13.3% [7]. - The net income for ODC was $46 million, resulting in a net income margin of 9.8%, which is lower than the S&P 500's 11.6% [7]. Valuation Metrics - ODC's price-to-sales (P/S) ratio is 1.5, compared to 3.0 for the S&P 500, indicating a lower valuation [6]. - The price-to-earnings (P/E) ratio for ODC stands at 15.5, significantly lower than the S&P 500's 26.4 [6]. - The price-to-free cash flow (P/FCF) ratio is 9.5, compared to 20.5 for the S&P 500, further highlighting ODC's attractive valuation [6]. Financial Stability - ODC's debt was reported at $58 million, with a market capitalization of $762 million, resulting in a low debt-to-equity ratio of 8.3% [8]. - The company's cash and cash equivalents amount to $23 million, leading to a cash-to-assets ratio of 6.4% [8]. Downturn Resilience - ODC stock has shown resilience during economic downturns, performing better than the S&P 500 in several instances [9]. - During the inflation shock in 2022, ODC stock dropped 41.5%, recovering fully by March 2023, while the S&P 500 experienced a peak-to-trough decline of 25.4% [10]. - In the COVID-19 pandemic, ODC stock decreased by 24.6% but also fully recovered by March 2021 [10]. - The stock declined 49.4% during the global financial crisis in 2008 but recovered by June 2010, outperforming the S&P 500's decline of 56.8% [11]. Overall Assessment - ODC's performance across growth, profitability, financial stability, and downturn resilience indicates a strong operational performance, making it a wise investment choice given its low valuation [11][13].

Tronox Holdings (NYSE: TROX ) is one of the world’s largest vertically integrated producers of TiO2 pigment . The company owns mineral sands operations as well as smelting facilities in Australia and South Africa that produce the feedstock material that can beHe is the leader of the investment group European Small Cap Ideas which offers exclusive access to actionable research on appealing Europe-focused investment opportunities not found elsewhere. The a focus is on high-quality ideas in the small-cap space ...