Founded in 1885, Cork, Ireland-based Johnson Controls International plc (JCI) engages in engineering, manufacturing, commissioning, and retrofitting building products and systems in the United States and internationally. The company has a market capitalization of $71.6 billion and operates through Building Solutions North America, Building Solutions EMEA/LA, Building Solutions Asia Pacific, and Global Products segments. The company designs, sells, installs, and services heating, ventilation, air conditioni ...

Core Insights - LanzaTech Global, Inc has announced a £600 million investment in the DRAGON II project to produce sustainable aviation fuel (SAF) and renewable diesel at Saltend Chemicals Park in Humberside, aiming to deliver approximately 80,000 tonnes of SAF and 8,000 tonnes of renewable diesel annually [1][2] - The project is expected to create around 300 skilled jobs during construction and 150 jobs during operation, contributing significantly to the UK's net-zero ambitions and energy security [1][3] Company Overview - LanzaTech is a leader in carbon management, utilizing a proprietary gas-fermentation platform to convert waste carbon into valuable products, including SAF and chemicals [5] - The company has established global partnerships, including collaborations with ArcelorMittal and IndianOil Company, to enhance industrial resilience and unlock economic value from carbon [5] Project Details - The DRAGON II facility is scheduled to begin construction in the second half of 2027 and is expected to be operational by 2030, reinforcing Humberside's position in industrial decarbonization [3][4] - The project is part of a broader initiative, DRAGON, which includes DRAGON I in Port Talbot, South Wales, and aims to produce a total of 50,000 tonnes of ethanol from waste carbon dioxide and green hydrogen [2] Government Support - The UK government has provided strong support for the development of the DRAGON projects, including a £6.4 million grant from the Department for Transport's Advanced Fuels Fund to accelerate both DRAGON I and DRAGON II [2] Infrastructure and Collaboration - Saltend Chemicals Park, owned by px Group, was selected for its exceptional infrastructure and potential for hydrogen and CO2 pipelines, which aligns with LanzaTech's goals for sustainable production [4][10] - LanzaTech is exploring collaborations with local partners to leverage the region's supply chains and emerging CO2 pipeline infrastructure [3]

Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the "long context," investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Whil ...

Hauppauge, NY, Jan. 21, 2026 (GLOBE NEWSWIRE) -- Cemtrex, Inc. (Nasdaq: CETX, CETXP) announced today that its wholly owned subsidiary, Advanced Industrial Services (AIS), has been awarded a mechanical contract valued at approximately $3.9 million, inclusive of approved alternates, as part of the Berks County Steam Plant Decentralization Project in Pennsylvania. The award represents a meaningful multi-year infrastructure project for AIS and adds to the company’s growing portfolio of municipal and institution ...

Core Viewpoint - Cemtrex, Inc. has announced a definitive agreement to purchase approximately 1,469,507 shares at a price of $2.722 per share, expecting gross proceeds of $4 million [1]. Group 1: Transaction Details - The transaction is expected to close on or about January 9, 2025, pending customary closing conditions [2]. - The net proceeds from the offering will be used for general corporate purposes, including working capital and potential acquisitions [2]. Group 2: Regulatory Information - The offering is made under an effective shelf registration statement on Form S-3, previously filed with the SEC and declared effective on February 3, 2025 [3]. - A final prospectus supplement and accompanying prospectus will be filed with the SEC, providing detailed terms of the offering [3]. Group 3: Company Overview - Cemtrex, Inc. operates in the Security, Industrial, and Aerospace & Defense sectors, providing advanced security technology and industrial services [6]. - The Security segment, led by Vicon Industries, offers video management software and integrated surveillance solutions [6]. - The Industrial segment provides specialized services such as rigging and equipment installation, while the Aerospace & Defense segment focuses on engineering and instrumentation solutions [6].

Core Insights - The separation of GE's businesses allowed investors to see distinct units with clearer economics, leading to a positive market response as each unit could be valued on its own terms [1][2] - The market is currently rewarding companies that choose to split, as evidenced by the positive outcomes for breakups in 2025, indicating that value was previously obscured by complexity [3][4] Group 1: Market Dynamics - Higher interest rates have made inefficient corporate structures more painful, prompting boards to justify every business line as a contributor to value [9][11] - Passive capital is playing a more active role, influencing governance and pushing for transparency and separation [9][10] - Activist investors are returning to focus on structural changes rather than narrative trades, indicating a shift in market dynamics [10][11] Group 2: Breakup Trends - Breakups are not inherently beneficial but reveal existing value that was previously hidden by complex structures [6][14] - Companies with mismatched business units, such as consumer brands with both mass and premium products, are prime candidates for separation [12][13] - The pressure for clarity and accountability is increasing, leading to a higher likelihood of corporate breakups [14][15] Group 3: Investment Opportunities - Investors should look for companies where the valuation of the whole does not match the implied value of the parts, indicating potential for breakup [13][15] - Breakup trades require patience but can yield significant rewards as clarity exposes the strengths or weaknesses of business units [14][15] - The market is expected to favor companies that prioritize separation over scale, as complexity becomes less tolerable [15][16]

Core Insights - Cemtrex, Inc. achieved a full-year operating profit and reported revenue of $76.5 million for fiscal year 2025, marking a 14% increase year-over-year from $66.9 million in fiscal year 2024 [1][6] - The company returned to positive operating income of $0.5 million, an improvement of $5.8 million from an operating loss of $5.3 million in the previous year [6][10] Financial Performance - Revenue for the Security segment reached $38.4 million, a 20% increase from $31 million in fiscal year 2024 [6] - Revenue for the Industrial Services segment increased to $38 million, up 9% from $34.8 million in fiscal year 2024 [6] - Gross profit for fiscal year 2025 was $32.3 million, representing 42% of revenues, compared to $27.5 million or 41% of revenues in fiscal year 2024 [6] Segment Performance - The Industrial Services segment experienced revenue growth due to sustained demand across manufacturing, infrastructure, and industrial end markets [4] - The Security segment's revenue growth was supported by enterprise and government customers [5] Balance Sheet and Liquidity - The company reduced outstanding debt by approximately $7.8 million and improved liquidity by about $9 million, enhancing financial flexibility for operations and growth initiatives [7] - Capital and balance sheet actions were taken to remove structural constraints and position the company for future growth [8] Growth Strategy - Cemtrex is pursuing two acquisitions, one under contract and the other under a letter of intent, which are expected to close soon [9] - The company plans to continue pursuing additional acquisitions in 2026 to enhance scale, margins, and operating leverage [9] - Management views fiscal year 2025 as a culmination of a significant operating transformation, with revenue growth from approximately $45 million in fiscal year 2022 to over $76 million in fiscal year 2025 [10] Future Outlook - The company aims to scale operating leverage as the core business is now profitable, with a focus on integrating acquisitions and organic growth to compound operating income [11]

The Zacks Industrial Services industry’s near-term outlook has been clouded by a weak manufacturing sector as customers remain wary of the effects of tariffs. Increased input costs and the implementation of tariffs are expected to erode industry margins.Despite the current setback, the rise in e-commerce activities will be a key catalyst for the industry. Companies like Kion Group (KIGRY) , Andritz (ADRZY) , SiteOne Landscape Supply, Inc. (SITE) and MSC Industrial Direct Co., Inc. (MSM) are positioned for g ...

Core Insights - Silver Beech Capital achieved a net annualized return of 19.5% since inception, outperforming the S&P 500 by 5.3% annually [1] - The fund's performance in Q3 2025 was up 3.5%, while the S&P 500 and Russell 2000 returned 14.8% and 10.4% YTD respectively [1] - The S&P 500's Q3 return of 8.1% was attributed to market recovery post-Liberation Day volatility, driven by monetary easing and strong tech earnings [1] - Current equity valuations are viewed as disconnected from fundamentals by the firm [1] Company Focus: WillScot Holdings Corporation - WillScot Holdings Corporation (NASDAQ:WSC) offers workspace and portable storage solutions and changed its name from WillScot Mobile Mini Holdings Corp. in July 2024 [2] - The stock's one-month return was 1.56%, but it has lost 42.13% of its value over the past 52 weeks, closing at $19.56 per share with a market capitalization of $3.561 billion on December 22, 2025 [2] - Silver Beech Capital views WillScot as a significant opportunity, noting a ~40% decline from its cost basis and a reduction in valuation from ~10x TEV/EBITDA (2024E) to ~7.5x (2025E) [3] - The free cash flow yield for WillScot is projected to increase from ~7% (2024E) to ~13% (2025E), indicating a market perception of decline that contrasts with the firm's view of the company as a compounding industrial services franchise with a strong market position [3]

Core Viewpoint - Analysts and investors have turned bearish on ABM Industries following disappointing fourth-quarter results, leading to a nearly 10% decline in stock value [1]. Financial Performance - ABM Industries reported a record revenue of $2.3 billion for the fourth quarter, marking an increase of over 5% year-over-year [4]. - The company's net income, not in accordance with GAAP, was just under $55 million ($0.88 per share), which is a slight decrease from the previous year [4]. - ABM slightly exceeded the consensus analyst estimate for revenue of $2.28 billion but significantly missed the expected non-GAAP net profit of $1.09 per share [4]. Analyst Recommendations - Andrew Wittmann from Baird downgraded ABM's recommendation from buy to neutral and reduced the price target from $55 to $51 per share [2]. - Joshua Chan from UBS also lowered his fair value assessment from $54 to $52 per share while maintaining a neutral recommendation [3]. Future Guidance - Management provided guidance for the new fiscal year, projecting revenue growth of 3% to 4% and adjusted net income between $3.85 and $4.15, an improvement over the $3.44 of fiscal 2025 [5]. Market Data - As of the latest trading session, ABM's stock price is $43.47, with a market capitalization of $3.0 billion [7]. - The stock experienced a significant drop of 9.91%, equating to a loss of $4.78 [7]. - The company maintains a gross margin of 11.86% and a dividend yield of 2.20% [7]. Investment Perspective - Despite the negative market reaction, ABM is considered habitually profitable and presents a potential buying opportunity due to its status as a Dividend King, with a consistent history of dividend increases [8].