Momentum investors typically don't time the market or "buy low and sell high." In other words, they avoid betting on cheap stocks and waiting long for them to recover. Instead, they believe that "buying high and selling higher" is the way to make far more money in lesser time.Who doesn't like betting on fast-moving trending stocks? But determining the right entry point isn't easy. Often, these stocks lose momentum once their valuation moves ahead of their future growth potential. In such a situation, invest ...

Six months after construction began, SSE has installed the final turbine at its 17.3 MW onshore wind farm construction project in Puglia, Southern Italy. Turbine installation at the combined Castel Favorito and Masseria la Cattiva sites began in summer 2025 and has been delivered on schedule. The safe installation of the five Siemens Gamesa 132-3.4 MW onshore wind turbines has been overseen on site by SSE Renewables engineers working in close collaboration with technicians from the turbine provider and prin ...

Accessible version Wind - China (H/A) Lifting POs on wind supply chain with earnings recovery gaining momentum Price Objective Change Raising POs and earnings for cables and wind turbines We remain positive on China's wind supply chain, despite a 24% average rally of the 4 major stocks over the past month, as earnings continue to recover from a low base amid resilient wind installation demand, recovering turbine prices and growing share of high- margin segments (high-voltage cable, offshore wind, exports). ...

Financial Data and Key Metrics Changes - Total sales for Q1 FY 2026 were $54.6 million, an increase from $53.7 million in Q1 FY 2025, representing a 1.6% year-over-year growth [2][7] - Excluding healthcare, net sales increased by 6.8% [7] - Consolidated gross margin improved to 31.0% from 30.6% year-over-year [8] - Operating income for Q1 FY 2026 was $1.0 million, compared to $0.3 million in the prior year [9] - Net income rose to $1.9 million from $0.6 million year-over-year, with diluted earnings per share increasing to $0.13 from $0.04 [9] Business Line Data and Key Metrics Changes - PMT sales increased by 2.8%, and excluding healthcare, PMT sales were up 10.5% due to higher demand from semiconductor wafer fab customers [7][12] - Canvys sales increased by 8.3%, reflecting improved market conditions in Europe [8] - GES sales decreased by 10.2% year-over-year, primarily due to the non-recurrence of a large EV locomotive order from the previous year [8][13] - The wind segment within GES saw significant growth, increasing by 86.1% year-over-year [14] Market Data and Key Metrics Changes - The company reported strong demand in the RF and microwave components business, particularly in military applications and semiconductor wafer fab manufacturing [16][68] - GES is focusing on expanding its market share internationally, with new orders from customers in Australia, India, France, and Italy [14][39] Company Strategy and Development Direction - The company is prioritizing engineered solutions and has made investments in infrastructure and design capabilities to support growth [15][17] - Strategic initiatives include the Energy Storage System (ESS) program and global expansion of green energy products [16][18] - The company is adapting to a changing regulatory environment and is focusing on repowering existing wind turbines rather than new installations [59] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the growth potential in the project-based business, despite the challenges in forecasting [19] - The company is navigating uncertainties related to tariffs and market conditions but is leveraging its global capabilities to mitigate risks [18] - Management anticipates continued growth in both PMT and GES for FY 2026, driven by strong demand in semiconductor and RF applications [20] Other Important Information - The company generated positive operating cash flow for six consecutive quarters, with a cash position of $35.7 million [5][10] - Capital expenditures for Q1 FY 2026 were $1.0 million, primarily related to manufacturing improvements [11] - The company declared a quarterly cash dividend of $0.06 per common share [11] Q&A Session Summary Question: Status of ULTRA3000s on GE's approved vendor list - The engineering team has signed off, and final signatures from GE's legal team are expected soon, with testing to follow [31][33] Question: Year-over-year growth expectations for semi-fab sales - Q1 of last year was a trough for semi-fab sales, and strong growth is expected in Q3 and Q4 of FY 2026 based on forecasts [34][35] Question: Sales performance outside the U.S. - Sales outside the U.S. are growing, with successful product launches in Australia, India, France, and Italy [38][39] Question: Expected CapEx for the year - Estimated CapEx is in the $4 million-$5 million range, slightly higher than last year [40][42] Question: Details on non-recurring gain in operating income - The non-recurring gain of $0.9 million was from a confidential contractual settlement [51][52] Question: Insights on repower initiatives and operating leverage - The repowering trend supports aftermarket business, and operating expenses are expected to remain controlled with minimal increases [58][63]

Core Viewpoint - Wind farm developer Orsted plans to cut approximately 2,000 jobs by the end of 2027, which represents a quarter of its workforce [1] Company Summary - Orsted, a Danish company, is undergoing significant workforce reductions as part of its restructuring efforts [1]

Orsted's cash raise could mark a turning point, not just for the Danish wind giant, but for the broader industry, writes @MathisWilliam https://t.co/oRvlUAHVr6 ...

Nordex Group has secured orders from wpd, a global developer and operator of wind and solar farms, for 21 turbines across six projects in Germany. The orders, totalling 125.7MW, include a 15-year ‘premium service’ contract for turbine maintenance. The orders secured are for six N163/6.X turbines, 11 N149/5.X turbines, two N163/5.X turbines, and two N133/4.8 turbines. These turbines will be installed at wind farms located in Schleswig-Holstein, Mecklenburg-Western Pomerania, Brandenburg, North Rhine-West ...

Key Takeaways GE Vernova holds a debt-free balance sheet with $7.89B cash to fund major grid investments.Siemens Energy ended June with $9.64B cash and plans a $257M transformer factory expansion in Germany.Analysts see GE Vernova EPS rising 36.6% in 2025, while Siemens Energy earnings may grow 25.3%.As nations worldwide accelerate renewable investments, supported by rising electricity consumption from global data center expansion, clean energy-driven stocks such as GE Vernova ((GEV) and Siemens Energy ((SM ...

Core Insights - LDA Design has been appointed to lead the environmental impact assessment and landscape services for two new wind farms in Wales, driven by energy developer Trydan Gwyrdd Cymru, launched by the Welsh government in 2024 to support clean energy goals [1][2]. Group 1: Project Overview - The proposed onshore wind farms aim to contribute to Trydan's mission of delivering 1 GW of state-owned renewable energy by 2040, while also creating jobs and training opportunities in the renewable sector [2]. - LDA Design will collaborate with a team of consultants, including Hayes McKenzie, Aqua Terra Consultants, and others, to support the development of these renewable energy projects [3]. Group 2: Social and Economic Impact - The project is expected to provide significant social, economic, and environmental benefits, enhancing local community engagement with renewable energy initiatives [2][3].

Group 1: Federal Reserve and Economic Outlook - Federal Reserve Chair Jerome Powell is set to speak for the first time since interest rates were cut, with investors anticipating insights on future interest rate paths [2] - The OECD has raised global growth forecasts to 3.2% for this year, up from 2.9% previously, citing resilience in many economies [5] - U.S. growth expectations have also been lifted to 1.8% for 2025, compared to a previous estimate of 1.6% [6] Group 2: Gold Market Insights - Gold prices have surged to record highs above $3,750, marking a 40% increase year-to-date, the best performance since 1979 [6][7] - Analysts predict bullish targets for gold, with some forecasting prices could reach $4,000 by mid-2026 and up to $5,000 by the end of next year [8] Group 3: AI and Semiconductor Sector Developments - Nvidia announced a partnership with OpenAI, investing up to $100 billion, which boosted Nvidia's shares by approximately 4% [11][12] - Micron Technology is expected to report strong earnings, driven by high demand for its memory chips used in AI data centers [15][16] Group 4: Boeing and Trade Negotiations - Boeing's shares rose over 2% following reports of advanced negotiations for a significant deal to sell up to 500 aircraft to China, marking its first major sale to the country since the pandemic [32] Group 5: Corporate Share Buybacks - The S&P 500 has added $16 trillion in market capitalization since April, with stock buybacks playing a significant role, nearing $1 trillion in announcements for 2025 [20][22] - The current buyback activity is expected to decline due to the earnings blackout period, which typically leads to increased market volatility [27][29]