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Ansem 🧸💸· 2025-07-12 12:21
RT Kellan Grenier (@kellangrenier)Underpinning all of this, the executive branch is presenting a few very clear pillars of economic action:1) GDP growth2) Replacing structurally impaired entitlement programs3) Leaning into the new era safe haven assets: $SPY, US housing, and $BTC ...
No More Affordable Housing Required In Livingston Until 2035, Officials Say (Here’s Why)
Livingston, NJ Patch· 2025-07-11 13:41
Core Points - Livingston has met its affordable housing quota for the next decade, with over nine years to spare, according to town officials [3][15][20] - The township's Fourth Round Housing Element and Fair Share Plan has been officially endorsed by the Livingston Township Council [4][19] Group 1: Housing Quota and Planning - The initial affordable housing requirement for Livingston was set at 461 units, which was later reduced to 430 units through a settlement [9][8] - A "Vacant Land Adjustment" (VLA) was applied, reducing the Realistic Development Potential (RDP) to only 13 units due to a lack of available land for new development [10][11] - The total obligation for the Fourth Round was calculated to be 94 units, which includes the RDP and 25% of the remaining adjusted prospective need [12][18] Group 2: Compliance and Future Planning - Livingston has already satisfied its Fourth Round obligation through strategic planning and the use of surplus credits from previous rounds [15][16] - The township has banked an additional 78.5 credits from Fourth Round projects, along with 31 surplus credits from the Third Round, to address future obligations [18][20] - No additional new projects are required until 2035, as the township has met its obligations with already approved projects [19][20] Group 3: Legal and Regulatory Framework - The new state law mandates that municipalities must satisfy their RDP through approved zoning, which Livingston has complied with [11][21] - The township is prepared to defend its Housing Element and Fair Share Plan against potential objections, particularly from the New Jersey Builders Association [21][22] - Upon resolution of any objections, the plan will be eligible for compliance certification, providing legal protection against builder's remedy lawsuits through 2035 [23]
Sell Palantir Stock, Buy Snowflake?
Forbes· 2025-07-11 12:40
Core Viewpoint - Palantir has experienced significant stock price growth, increasing nearly 15 times since its public debut, while Snowflake's stock has declined by about 10% due to concerns over slowing growth and competition. Despite Palantir's strong performance, Snowflake may present a better investment opportunity at this time due to its growth potential and valuation metrics [1]. Revenue Growth - Snowflake has shown a 3-year average revenue growth rate of 40.3%, compared to Palantir's 23.9%. However, Palantir's recent quarterly sales growth of 39.3% outpaced Snowflake's 25.7%. On a trailing 12-month basis, Snowflake's revenue grew by 27.5% to $3.8 billion, while Palantir's revenue rose by 33.5% to $3.1 billion [3][4]. Profitability and Cash Flows - Palantir's net income for the last four quarters was $571 million, with a net income margin of 18.3%. Its operating cash flow was $1.3 billion, yielding a cash flow margin of 42.8%. In contrast, Snowflake reported a net income of -$1.4 billion, resulting in a net income margin of -36.4%, and an operating cash flow of $833 million with a margin of 21.7% [4]. Balance Sheets - Palantir has a debt of $245 million and a market capitalization of $335 billion, resulting in a debt-to-equity ratio of 0.1%. Its cash accounts for $5.4 billion of total assets, leading to a cash-to-assets ratio of 80.6%. Snowflake's debt is $2.7 billion with a market cap of $71 billion, giving it a debt-to-equity ratio of 3.6% and a cash-to-assets ratio of 47.9% [5]. Market Downturn Resilience - Both companies faced significant stock declines during the 2022 inflation shock, with Palantir dropping over 84% but recovering fully, while Snowflake fell nearly 72% and has not yet regained its previous peak. Palantir's recovery is attributed to its growing profitability and operational improvements [6]. Valuation - Palantir's stock trades at high valuation multiples, with a price-to-sales (P/S) ratio of 107.9 and a price-to-free cash flow (P/FCF) ratio of 255. In comparison, Snowflake has a P/S ratio of 19.2 and a P/FCF ratio of 100.3. Palantir's price-to-earnings (P/E) ratio stands at 589.1, significantly higher than the S&P 500's 26.9 [8][9]. Investment Potential - Palantir's valuation premium is supported by its accelerating revenue growth and strong profitability, particularly from government contracts. Conversely, Snowflake's cloud-native architecture and AI capabilities position it well for future growth, despite current profitability lagging behind Palantir. Snowflake's diversified customer base and sticky product ecosystem may offer a more attractive risk-reward profile for long-term investors [9][10].
Mullen Group Ltd. Announces Closing of Private Placement Notes Offering
Globenewswire· 2025-07-10 22:06
OKOTOKS, Alberta, July 10, 2025 (GLOBE NEWSWIRE) -- (TSX: MTL) Mullen Group Ltd. (“Mullen Group”, “We”, “Our” and/or the “Corporation”) announces that it has closed its previously announced private placement (the “Offering”) of approximately CAD$400.0 million aggregate principal amount senior secured notes due July 10, 2037 (the “Notes”). The Notes consist of an aggregate principal amount of US$50.0 million with a yield of 6.91% per annum and CAD$325.0 million with a yield of 6.04% per annum. The Notes are ...
为什么80%的电商选择仓储外包?这3点真相太关键!
Sou Hu Cai Jing· 2025-07-09 04:52
在电商行业竞争白热化的当下,仓储外包已成为众多商家的"标配"选择。数据显示,超80%的电商企业将仓储物流环节外包给第三方服务商。这一现象背 后,隐藏着三个关键真相,直击电商运营的核心痛点。 电商行业具有强季节性特征,自建仓储在淡季易造成资源闲置,而外包模式可通过"按需付费"灵活调整。某母婴电商在618前临时扩租5000平方米仓库,活 动结束后快速退租,节省仓储成本超50万元。更关键的是,外包服务商可提供"仓储 配送 售后"一体化服务,将丢件、错发等风险转移给专业团队。某生鲜 电商通过外包恒温仓,将货损率从8%降至1.2%,年损失减少200万元。 从成本优化到效率革命,再到风险管控,仓储外包正成为电商企业突破增长瓶颈的关键杠杆。在"轻资产、高效率、低风险"的运营逻辑下,这一模式将持续 重塑电商供应链的竞争格局。 自建仓储是典型的"重资产"投入:从土地租赁、设备采购到人力招聘,前期成本动辄数百万元。以某服装电商为例,自建1000平方米仓库需投入200万元设 备,而选择外包后,按实际使用面积付费,年成本直降40%。更关键的是,外包模式将固定成本转化为可变成本——淡季可缩减仓储面积,旺季灵活扩容, 避免资源闲置浪费。 ...
Here's Why Ventas (VTR) is a Strong Momentum Stock
ZACKS· 2025-07-08 14:56
Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.It also includes access to the Zacks Style Scores. What are the Zacks Style Scores? The Zacks Style ...
Housing Market at a Crossroads: Inventory Climbs but Some Sellers Hold Out
Prnewswire· 2025-07-08 10:00
Core Insights - The real estate market is experiencing a stand-off between buyers and sellers, with active inventory increasing while delistings are also on the rise, indicating sellers' impatience with the market conditions [1][2][7] Market Dynamics - Active inventory rose 28.1% year-over-year, reaching a post-pandemic high, while delistings increased by 47% year-over-year in May, suggesting a growing trend of sellers withdrawing listings [1][7] - The ratio of delistings to new listings reached 13% in spring 2025, indicating that for every 100 new listings, approximately 13 homes were pulled from the market [9] Pricing Trends - The national median listing price remained stable at $440,950, reflecting a slight increase of 0.1% from the previous year, despite a significant number of price reductions [6][5] - In June, 20.7% of listings experienced price reductions, marking the highest share for any June since at least 2016 [5] Regional Insights - Inventory growth was observed across all four major U.S. regions, with the West seeing a 38% increase and the South nearly 30% [4] - Las Vegas and Washington, D.C. led the top 50 metros in active inventory gains, with increases of 77.6% and 63.6% year-over-year, respectively [4] Seller Behavior - Many sellers are holding out for peak prices, leading to a cautious approach in adjusting expectations, as they prefer to withdraw listings rather than lower prices [2][11] - The market has shifted from urgency to a more balanced dynamic, with both buyers and sellers recalibrating their strategies [11]
高$50万也买!澳洲学区房溢价高达35%,家长甘心砸钱
Sou Hu Cai Jing· 2025-07-06 01:48
在墨尔本,家庭为购买优质公立学校学区房支付的溢价高达35%。 维州房地产研究所(REIV)的分析显示,热门学区内的房屋售价比学区外平均高出 至多50万澳元。 | School | Better | Premium | In-zone | 1 km outside | | --- | --- | --- | --- | --- | | | Education | difference | median | catchment | | | rank | | | | | Williamstown | 21 | 35.1 pc | $1,905,000 | $1,410,000 | | High School | | | | | | Glen Waverley | | | | | | Secondary College | 9 | 29.7pc | $2,100,000 | $1,619,000 | | Frankston High | 24 | 19.9pc | $965,000 | $805,000 | | School | | | | | | Auburn High | 32 | 18.8pc | $2,850 ...
Mullen Group Ltd. 2025 Second Quarter Earnings Conference Call and Webcast
Globenewswire· 2025-07-02 20:38
Company Overview - Mullen Group Ltd. is a public company with a significant history of acquiring companies in the transportation and logistics sectors [2] - The company operates one of the largest portfolios of logistics companies in North America, offering a variety of services including less-than-truckload, truckload, warehousing, logistics, transload, oversized, third-party logistics, and specialized hauling transportation [2] - Mullen Group also provides specialized services related to energy, mining, forestry, and construction industries in western Canada, such as water management, fluid hauling, and environmental reclamation [2] Upcoming Earnings Release - Mullen Group plans to release its 2025 Second Quarter earnings results on July 24, 2025, at 6:00 a.m. ET [1] - A conference call and webcast are scheduled for the same day at 10:00 a.m. ET, with pre-registration required for participants [1] Contact Information - Key executives include Mr. Murray K. Mullen (Chair, Senior Executive Officer and President), Mr. Richard J. Maloney (Senior Operating Officer), Mr. Carson P. Urlacher (Senior Financial Officer), and Ms. Joanna K. Scott (Senior Corporate Officer) [4] - The corporate office is located in Okotoks, Alberta, Canada, with contact details provided for inquiries [4]
美国经济_房价连续第二个月下跌
2025-06-30 01:02
Two consecutive months of Case-Shiller house price index declines confirm soft conditions in the housing sector. Outright declines in house prices make persistently elevated inflation unlikely. The contraction in the housing sector is an early warning for a broader slowing in the US economy. Fed officials are likely to increasingly recognize these dovish implications in coming months. Andrew Hollenhorst AC +1-212-816-0325 andrew.hollenhorst@citi.com V i e w p o i n t | 24 Jun 2025 10:41:19 ET │ 9 pages US E ...