Back in March of this year, I told investors that they should expect shares of Gates Industrial Corp (NYSE: GTES ) to continue to outperform the market for the foreseeable future. At that point, the stock was already doing wellCrude Value Insights offers you an investing service and community focused on oil and natural gas. We focus on cash flow and the companies that generate it, leading to value and growth prospects with real potential.Subscribers get to use a 50+ stock model account, in-depth cash flow a ...

Group 1 - The article emphasizes the importance of value investing in companies with solid long-term potential [1] - The author shares insights and analysis to support individual investors in making informed decisions [1] - The article reflects personal opinions and does not constitute financial advice [2] Group 2 - There is a disclosure stating that the author has no financial positions in the companies mentioned and no plans to initiate any within the next 72 hours [2] - The article is written independently and expresses the author's own views without compensation from the companies discussed [2] - Seeking Alpha clarifies that past performance does not guarantee future results and that the views expressed may not reflect the platform's overall stance [3]

At Cash Flow Club , we focus on businesses with strong cash generation, ideally with a wide moat and significant durability. When these companies are bought at the right time, that can be highly rewarding for us. If you are interested in joining our community, start right here ! Canadian Natural Resources Limited (NYSE: CNQ ) is a high-quality energy company that combines many positives. Its dividend yield is strong, at almost 6%, and the company keeps growing at a very nice pace thanks to Analyst's Disclos ...

Financial Data and Key Metrics Changes - SGH reported revenue of $10.7 billion, up 1% year-on-year, with EBIT increasing by 8% to $1.54 billion, aligning with high single-digit EBIT growth guidance [3][26] - NPAT rose by 9% to $924 million, while operating cash flow surged by 49% to $1.95 billion, reflecting strong cash conversion across the business [4][5] - EBITDA margins expanded to 19% and EBIT margins to 14.3%, driven by increased profitability at Boral and higher contributions from equity-accounted earnings [4][26] Business Line Data and Key Metrics Changes - Westrac's revenue increased by 4% to $6.1 billion, with EBIT rising by 2% to $639 million, supported by strong capital sales [11][12] - Boral's revenue was up 1% to $3.6 billion, with EBIT growing by 26% to $468 million, reflecting pricing discipline and operational efficiencies [13][14] - Coats experienced a 9% decline in revenue to $1 billion, with EBIT down 9% on a normalized basis, impacted by lower customer activity in the South [17][18] - Beach's production increased by 9% to 19.7 million BOEs, with revenue rising by 13% to $2 billion, and NPAT up 32% to $451 million [21][22] Market Data and Key Metrics Changes - Australian commodity export volumes increased by 3% in FY 2025, with iron ore exports expected to grow in the medium term [13] - Construction activity remained elevated, supporting customer demand into FY 2026, particularly in infrastructure projects [16][39] Company Strategy and Development Direction - SGH's strategy focuses on sectors with long-duration demand tailwinds, including mining, infrastructure, and energy, aiming for sustainable value creation and TSR outperformance [2][39] - The company plans to enhance sales effectiveness, operating leverage, and innovation to drive performance in FY 2026 [37][39] Management's Comments on Operating Environment and Future Outlook - Management noted mixed market conditions but expressed confidence in strong customer activity and demand, particularly in Westrac and Boral [48][50] - The outlook for Coats remains positive in the medium term, supported by macroeconomic settings and the execution of the Grow30 strategy [39][40] Other Important Information - SGH completed the acquisition of the remainder of Boral, further solidifying its position as a leading diversified operating company [5] - The company achieved a 27% uplift in cash conversion to 95%, supporting a 10% deleveraging of the business [5][30] Q&A Session Summary Question: Westrak and parts pricing dynamics - Management indicated a mid-single-digit price increase expected for July, with a potential slight reduction in the second half due to currency mix [42] Question: Coats' time utilization improvement - Management noted gradual improvement in time utilization, tracking closer to the target of 60% [43][44] Question: Westrak's service revenue performance - Management acknowledged strong customer activity but noted some work deferment impacting service revenue in the second half [48][49] Question: Boral's margin targets - Management expressed confidence in achieving mid-teen margin targets despite flat volume expectations, focusing on operational efficiencies [56][57] Question: Coats' southern region performance - Management observed stabilization in southern regions, with expectations for recovery in the second half of FY 2026 [55] Question: LNG cargo marketing plans - Management outlined plans to market LNG cargoes starting in FY 2026, with expected significant earnings contributions from the Krux project [90][92]

Core Points - U.S. Energy Corporation will release its second quarter 2025 financial results on August 12, 2025, before market opens [1] - A conference call to discuss the financial results and recent events will take place on the same day at 9:00 a.m. ET [2] - The company focuses on developing and operating high-quality energy and industrial gas assets while aiming to reduce its carbon footprint [3] Company Overview - U.S. Energy Corporation is a growth-focused company engaged in the development and operation of energy and industrial gas assets in the U.S. [3] - The company emphasizes low-risk development and maintaining attractive shareholder returns [3] - More information about the company can be found on its website [3]

Core Points - WesCan Energy Corp. has issued 1,000,000 options to purchase common shares to its Chief Executive Officer and Chairman at a price of $0.08 per share [1] - The options vest in three stages: one third immediately, one third after six months, and the final third after one year [1] - The options will expire on July 21, 2030, and the issuance is subject to approval by the TSX Venture Exchange if necessary [1] Company Information - Further updates and press releases will be available on the company's website [2] - Contact information for the Interim President & CEO and Interim CFO is provided for further inquiries [3]

PARIS, July 22, 2025 /PRNewswire/ -- TotalEnergies and Emerson's Aspen Technology business have announced a strategic collaboration to deploy advanced digital technologies for the continuous, real-time collection of data from TotalEnergies' industrial sites. The objective is to harness the value of that data to enhance decision-making, specifically through the use of artificial intelligence (AI), and optimize operational efficiency, energy use and environmental performance at TotalEnergies sites worldwide, ...

Group 1 - The energy industry is experiencing increased attention from American investors, particularly due to President Trump's Big, Beautiful Bill, which includes provisions that favor certain energy production types [1][6] - Bloom Energy is positioned advantageously as it benefits from the anticipated rise in energy demand, especially with the emergence of artificial intelligence technology [2][4] - RBC Capital's analyst Christopher Dendrinos maintains a positive outlook on Bloom Energy, with a price target of $26 per share, citing both short- and long-term opportunities due to rising energy demand [4] Group 2 - Bloom Energy's technology is well-suited for the growing needs of data centers that require reliable and clean energy sources [5] - The recent budget reconciliation bill passed by the Senate favors hydrogen and natural gas, which aligns with Bloom's offerings, while making it harder for solar and wind projects to obtain federal tax credits [6][7] - The future of Bloom Energy is closely tied to the final outcome of the Big, Beautiful Bill, although the company is expected to retain advantages even if some provisions are reduced [10]

Core Viewpoint - Marksmen Energy Inc. has announced the completion of its annual financial statements and interim financial statements, which were delayed, leading to the issuance of a management cease trade order (MCTO) by the Alberta Securities Commission (ASC) [1][2][3] Group 1: Management Cease Trade Order (MCTO) - The ASC issued an MCTO to Marksmen due to the delay in filing its annual financial statements for the year ended December 31, 2024 [1] - The MCTO is expected to be revoked following the completion of the Annual Filings and Q1 Filings, allowing the CEO and CFO to trade the company's securities within two business days [3] Group 2: Financial Filings - Marksmen filed its Annual Filings on June 16, 2025, which enabled the company to prepare and subsequently file its Q1 Filings [2] - The Q1 Filings, covering the three months ended March 31, 2025, were also filed after the Annual Filings were completed [2] Group 3: Company Communication - The company confirmed that there is no other material information regarding its affairs that has not been disclosed, aside from previous announcements [4] - Marksmen expressed gratitude to those who assisted in finalizing the Annual and Q1 Filings [4]

LOS ANGELES, June 24, 2025 /PRNewswire/ -- The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Zeo Energy Corp. ("Zeo" or "the Company") (NASDAQ: ZEO) for violations of the securities laws.The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors. Zeo announced on May 29, 2025, that it had received "a notice . . . from Nasdaq on May ...