Core Viewpoint - Elkem is conducting a NOK 1,500 million underwritten equity issue through a bookbuilding process, with careful consideration of shareholder interests in the allocation of new shares [1]. Group 1: Equity Issue Details - The NOK 1,500 million equity issue will be subject to market conditions and terms, with a minimum application amount and allocation criteria to be determined by the Board [1]. - A repair offering will follow, allowing existing shareholders to subscribe for new shares at the same subscription price [1]. Group 2: Company Overview - Elkem is a leading provider of advanced silicon-based materials, focusing on sustainable solutions in various sectors including electric mobility and digital communications [1]. - The company reported an operating income of NOK 31 billion in 2025 and has a workforce of over 7,000 people [1]. - Elkem has received high scores for environmental performance, including an A on Forests and Water Security and a B on Climate Change from CDP [1].

Core Viewpoint - Elkem ASA has entered into a Share Purchase Agreement to sell the majority of its Silicones division to Bluestar, with a subsequent extraordinary general meeting scheduled for March 9, 2026, to vote on the approval of this transaction [1]. Group 1: Transaction Details - The Share Purchase Agreement involves the sale of the majority of Elkem's Silicones division to Bluestar, which will be settled with all Elkem shares held by Bluestar through Bluestar Elkem International Co. Ltd. S.A. [1]. - The extraordinary general meeting will also address the redemption of Bluestar's shares [1]. Group 2: Meeting Logistics - The extraordinary general meeting will take place digitally on the Lumi AGM-platform, including a live webcast and electronic voting for all attending shareholders [1]. - The meeting is set for March 9, 2026, at 09:00 CET [1]. Group 3: Company Overview - Elkem is a leading provider of advanced silicon-based materials, focusing on sustainable solutions and innovations in various sectors, including electric mobility and digital communications [1]. - In 2025, Elkem reported an operating income of NOK 31 billion [1]. - The company has received high scores for its environmental initiatives, including an A on Forests and Water Security and a B on Climate Change from CDP [1].

Core Insights - BASF SE is advancing its Global Business Services transformation by establishing a new centralized hub in India to enhance cost efficiency and operational resilience [1][6] Group 1: Business Strategy - The new hub in India will consolidate key Finance and Human Resources functions while optimizing supply chain activities through the existing center in Kuala Lumpur, Malaysia [2][6] - Services that require proximity to customers will continue to be managed regionally to ensure agility and timely support [2] - The hub model aims to simplify processes, increase automation, and leverage competitive operating costs, supporting BASF's long-term strategic priorities [2][6] Group 2: Operational Footprint - This expansion adds to BASF's existing Global Business Services locations in Berlin, Kuala Lumpur, and Montevideo, employing approximately 8,500 people [3] - The services provided cover various areas, including Finance, Logistics, HR, Communications, Regulatory & IP, and Environment, Health, Safety & Quality [3] Group 3: Market Performance - BASF shares have increased by 19.6% over the past year, contrasting with a 10.9% decline in the industry [3]

Core Insights - DuPont's FilmTec™ Fortilife™ XC160UHP reverse osmosis elements have been named a finalist in the 2026 Edison Awards for their innovative approach to industrial wastewater treatment and reuse [1] - The XC160UHP elements are designed to operate under ultra-high-pressure conditions, providing high water recovery and supporting industrial users in meeting stringent discharge regulations while reducing energy consumption and operational costs [1] - The Edison Awards recognize excellence in innovation, with this year's finalists evaluated on concept, value, and impact by an independent panel of experts [1] Company Overview - DuPont is a global innovation leader, providing advanced solutions across key markets including healthcare, water, construction, and transportation [1] - The company’s technologies help purify over 50 million gallons of water every minute in 112 countries, addressing challenges faced by water treatment municipalities and industrial water users [1] - DuPont is focused on innovating solutions that balance growing water and energy demands, with products supporting electricity production, lithium, and green hydrogen [1]

Core Viewpoint - Tronox Holdings plc has declared a quarterly dividend of $0.05 per share, payable on April 2, 2026, to shareholders of record as of February 23, 2026 [1]. Company Overview - Tronox Holdings plc is a leading integrated manufacturer of titanium dioxide pigment and other titanium products, including specialty-grade titanium dioxide and high-purity titanium chemicals [1]. - The company operates in the mining of titanium-bearing mineral sands and has facilities that produce high-grade titanium feedstock materials, pig iron, and other minerals, including monazite [1]. - Tronox employs approximately 6,500 individuals across six continents, highlighting its operational scale and diversity [1]. Product Applications - The products manufactured by Tronox contribute brightness and durability to various everyday items such as paints, plastics, and paper [1].

Core Viewpoint - Kronos Worldwide, Inc. is set to announce its fourth quarter 2025 earnings on March 9, 2026, after market close, pending the completion of year-end closing procedures [1] Company Overview - Kronos Worldwide, Inc. is a significant international producer of titanium dioxide products [1]

Core Viewpoint - Kronos Worldwide, Inc. is set to announce its fourth quarter 2025 earnings on March 9, 2026, after market close, pending year-end closing procedures [1] Company Overview - Kronos Worldwide, Inc. is a significant international producer of titanium dioxide products [1]

Core Viewpoint - NL Industries, Inc. is set to announce its fourth quarter 2025 earnings on March 9, 2026, after market close, pending year-end closing procedures [1] Company Overview - NL Industries, Inc. operates in two primary business segments: component products, which include security products and recreational marine components, and chemicals, specifically titanium dioxide (TiO2) [1]

Core Insights - DuPont de Nemours, Inc. reported a fourth-quarter 2025 loss from continuing operations of $108 million or 27 cents per share, an improvement from a loss of $291 million or 70 cents per share in the same quarter last year [1] - Adjusted earnings were 46 cents per share, exceeding the Zacks Consensus Estimate of 43 cents [1] Financial Performance - DuPont's net sales for the quarter reached $1,693 million, remaining flat year over year and surpassing the Zacks Consensus Estimate of $1,684.1 million [2] - Organic sales decreased by 1%, with a 1% positive impact from foreign currency offsetting a 1% decline in volume [2] - The company had cash and cash equivalents of $715 million at the end of the quarter, down approximately 60% year over year, while long-term debt was $3,134 million, down about 41% [5] Segment Performance - The Healthcare & Water Technologies segment reported net sales of $821 million, up 4% year over year, with organic sales growth of 3% and a 1% benefit from currency [3] - The Diversified Industrials segment recorded net sales of $872 million, down 3% year over year, with organic sales dipping 4% but partially offset by a 1% currency benefit [4] Future Outlook - For the first quarter of 2026, DuPont expects net sales of $1,670 million, operating EBITDA of $395 million, and adjusted EPS of 48 cents [6] - For the full year 2026, net sales are projected to be between $7,075 million and $7,135 million, with operating EBITDA estimated at $1,725 million to $1,755 million and adjusted EPS expected to be between $2.25 and $2.30 [6] Stock Performance - DuPont's shares have declined by 42.2% over the past year, compared to a 13.5% decline in the industry [7]

Core Insights - DuPont reported its financial results for the fourth quarter and full year 2025, exceeding guidance and initiating guidance for 2026, highlighting strong execution and cash flow generation [1][2] Fourth Quarter 2025 Highlights - Cash provided by operating activities from continuing operations was $87 million, with transaction-adjusted free cash flow of $228 million [1] - GAAP EPS from continuing operations was $(0.27), while adjusted EPS was $0.46 [1] - Net sales were $1.7 billion, flat year-over-year, with organic sales decreasing by 1% [1][2] - Operating EBITDA was $409 million, reflecting a 4% increase compared to the previous year [1][2] Full Year 2025 Highlights - Cash provided by operating activities from continuing operations totaled $560 million, with transaction-adjusted free cash flow of $689 million [1] - GAAP EPS from continuing operations was $0.21, and adjusted EPS was $1.68, marking a 16% increase [1][2] - Net sales increased by 2% to $6.8 billion, with organic sales also rising by 2% [1][2] - Operating EBITDA reached $1.63 billion, a 6% increase from the previous year [1][2] Segment Performance Healthcare & Water Technologies - Net sales increased by 4% to $821 million, driven by 3% organic sales growth [1][2] - Operating EBITDA was $255 million, with a stable margin of 31.1% [1][2] Diversified Industrials - Net sales decreased by 3% to $872 million, with a 4% decline in organic sales [2] - Operating EBITDA increased by 2% to $197 million, with an improved margin of 22.6% [2] 2026 Financial Outlook - For Q1 2026, net sales are expected to be around $1.67 billion, with full-year guidance of $7.075 billion to $7.135 billion [2] - Operating EBITDA for 2026 is projected to be between $1.725 billion and $1.755 billion, with adjusted EPS expected to be between $2.25 and $2.30 [2] Strategic Initiatives - The company completed the separation of its Electronics business, which is now reported as discontinued operations [1][3] - DuPont announced the divestiture of its aramids business for approximately $1.2 billion, expected to close by the end of Q1 2026 [3]