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Chemours: Solid Momentum Despite One-Time Costs In Q3
Seeking Alpha· 2025-11-11 16:14
Shares of Chemours ( CC ) have been a poor performer over the past year, losing about a third of their value. It has been a very difficult environment for the entire chemicals sector as the industry struggles with weak end markets. That said, ChemoursOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a question for an article, jus ...
Chemours Q3 Earnings Lag Estimates Amid Operational Disruptions
ZACKS· 2025-11-11 13:11
Key Takeaways Chemours reported Q3 2025 net income of $60M versus a $32M loss in the prior-year quarter.Q3 sales slipped 1% year over year to $1.5B, led by a 3% volume drop and a 1% price gain.Thermal & Specialized Solutions sales rose 20% on higher Opteon demand and stronger pricing.The Chemours Company (CC) reported a net income of $60 million or 40 cents per share for the third quarter of 2025. This compares favorably with the year-ago quarter's net loss of $32 million or 22 cents. Barring one-time items ...
Westlake Corporation Announces Pricing of Cash Tender Offer for Its 3.600% Senior Notes Due 2026
Businesswire· 2025-11-10 21:20
HOUSTON--(BUSINESS WIRE)--Westlake Corporation (NYSE: WLK) ("Westlake†) today announced the pricing of its cash tender offer to purchase (the "Offer†) any and all of the outstanding 3.600% Senior Notes due 2026 (the "Notes†) on the terms set forth in the table below. The table below sets forth the applicable Reference Yield and Consideration for the Notes, as calculated at 2:00 p.m., New York City time, today, November 10, 2025, in accordance with the Offer to Purchase (as defined below). The tender o ...
X @外汇交易员
外汇交易员· 2025-11-10 07:19
中国商务部:调整《向特定国家(地区)出口易制毒化学品管理目录》《特定国家(地区)目录》,将美国、墨西哥、加拿大增列入《特定国家(地区)目录》,并单独增列针对上述3个国家的13种易制毒化学品。🗒️附件1中,序号1、2、4,以及序号8-13的化学品属芬太尼类物质的前体。 ...
行业回顾_投资者应如何布局 2026 年上半年-Sector Review_ How should investors position into 1H26_
2025-11-10 03:35
Europe Credit Research 04 November 2025 J P M O R G A N Sector Review How should investors position into 1H26? In our view, investors are not just suffering from recession fatigue but full blown recession exhaustion. We have had four scares in as many years - including the energy crisis after the Russian invasion of Ukraine in 2022, the regional banking crisis in 2023 with the collapse of SVB and Credit Suisse, the 'Sahm rule' trigger in 2024 with the US unemployment rate rising by 0.6% from the lows, and t ...
Celanese Q3 Earnings Surpass Estimates Amid Lower Sales Volumes
ZACKS· 2025-11-07 15:06
Key Takeaways Celanese reported Q3 adjusted EPS of $1.34, down 44% year over year but above expectations.Revenue fell 8.6% to $2.42B on lower volumes across Engineered Materials and Acetyl Chain.The company targets $700 to $800M in 2025 free cash flow and expects Q4 EPS of $0.85-$1.00. Celanese Corporation (CE) reported a third-quarter 2025 loss from continuing operations of $12.39 per share. This compares unfavorably to earnings of $1.05 in the prior-year quarter. Adjusted earnings were $1.34 per share, do ...
KOPPERS REPORTS THIRD QUARTER 2025 RESULTS
Prnewswire· 2025-11-07 12:55
Core Viewpoint - Koppers Holdings Inc. reported a decline in net sales and adjusted EBITDA for the third quarter of 2025, attributed to market softness, while maintaining profitability through cost control measures and a focus on free cash flow generation [3][5][9]. Financial Performance - Net sales for Q3 2025 were $485.3 million, down from $554.3 million in Q3 2024, representing a decrease of 12.4% [2][5]. - Net income attributable to Koppers was $23.8 million, slightly up from $22.8 million in the prior year [5]. - Diluted earnings per share (EPS) increased to $1.17 from $1.09, while adjusted EPS fell to $1.21 from $1.37, a decrease of 11.7% [5][9]. - Adjusted EBITDA was $70.9 million, down from $77.4 million, reflecting an 8.4% decline [5][9]. Segment Performance - Railroad and Utility Products and Services net sales decreased to $232.7 million from $248.1 million, a decline of 6.2% [4][10]. - Performance Chemicals saw a significant drop in net sales to $144.3 million from $176.7 million, a decrease of 18.3% [4][10]. - Carbon Materials and Chemicals net sales fell to $108.3 million from $129.5 million, a decline of 16.4% [4][10]. Strategic Initiatives - The company is undergoing a transformation process called Catalyst, aimed at improving operational efficiency and financial performance through cost-saving initiatives [7][8]. - Koppers plans to focus on growing its more profitable segments while scaling back on lower-margin businesses, with a goal of achieving an average EPS growth of 10% annually by 2028 [8]. 2025 Outlook - Koppers revised its sales forecast for 2025 to approximately $1.9 billion, tightening its adjusted EBITDA forecast to $255 million to $260 million and adjusted EPS to $4.00 to $4.15 [9][11]. - The company anticipates challenges in end markets, except for the utility pole sector, but expects improvements in earnings and free cash flow generation in 2026 [12].
Berkshire Hathaway Inc.
Businesswire· 2025-11-06 23:28
Nov 6, 2025 6:28 PM Eastern Standard Time Berkshire Hathaway Inc. Share It's Not Me OMAHA, Neb.--(BUSINESS WIRE)--It has come to the attention of Warren Buffett that there are several videos posted on YouTube that include alleged comments of Mr. Buffett by images or AI created images impersonating Mr. Buffett. Generally, such video images of Mr. Buffett may appear to look like him but the sound of the impersonator speaking in a very flat monotone voice is clearly not the voice of Mr. Buffett. A link to one ...
FDV: 3.02% Dividend Yield But Lackluster Total Returns, Low Beta To Blame
Seeking Alpha· 2025-11-06 23:09
Vasily Zyryanov is an individual investor and writer.He uses various techniques to find both relatively underpriced equities with strong upside potential and relatively overappreciated companies that have inflated valuation for a reason.In his research, he pays much attention to the energy sector (oil & gas supermajors, mid-cap, and small-cap exploration & production companies, the oilfield services firms), while he also covers a plethora of other industries from mining and chemicals to luxury bellwethers.H ...
NL REPORTS THIRD QUARTER 2025 RESULTS
Globenewswire· 2025-11-06 21:20
Dallas, Texas, Nov. 06, 2025 (GLOBE NEWSWIRE) -- NL Industries, Inc. (NYSE: NL) today reported a net loss attributable to NL stockholders of $7.8 million, or $.16 per share, in the third quarter of 2025 compared to net income attributable to NL stockholders of $36.0 million, or $.74 per share, in the third quarter of 2024. NL results include an unrealized loss of $.5 million in the third quarter of 2025 related to the change in value of marketable equity securities compared to an unrealized gain of $18.6 mi ...