Umnat Seebuaphan/iStock via Getty Images “May all your delulu come trululu.” – Gen-Alpha To My Partners and Friends: Black Bear Value Fund, LP (the “Fund”) returned -7.1% in September, -1.0% in the quarter and -12.7% year-to-date. The S&P 500 returned +3.6% in September, +8.1% in the quarter and +14.8% year-to-date. The HFRI Index returned +1.3% in September, +5.9% in the quarter and +13.7% year-to-date. We do not seek to mimic the returns of the S&P 500, and there will be variances in our performance. ...

Flotek Industries (FTK) shares soared 11% in the last trading session to close at $17.67. The move was backed by solid volume with far more shares changing hands than in a normal session. This compares to the stock's 41.4% gain over the past four weeks.The surge can be attributed to Flotek’s specialization in green chemistry, which provides innovative solutions aimed at reducing the environmental impact of the energy industry. Governments and energy companies worldwide are increasingly focusing on reducing ...

H.B. Fuller Company (NYSE:FUL) ranks among the best specialty chemicals stocks to invest in. On September 24, H.B. Fuller Company (NYSE:FUL) posted third-quarter adjusted results that marginally exceeded expectations, though it lowered its full-year guidance due to a challenging global economic environment. The adhesives producer reported third-quarter adjusted EPS of $1.26, up $0.01 from analyst projections and 12% year-over-year. Revenue came down 2.8% from the same period the previous year at $892 mil ...

ENGLEWOOD, Colo., Oct. 01, 2025 (GLOBE NEWSWIRE) -- Innospec Inc. (NASDAQ: IOSP) today announced that it will release third quarter 2025 earnings on Tuesday, November 4, 2025 after market close. Following the release of its results, Patrick S. Williams, President and Chief Executive Officer, and Ian Cleminson, Executive Vice President and Chief Financial Officer, will host an interactive conference call on Wednesday, November 5, 2025, at 10:00 a.m. ET. The public is invited to listen to the conference call ...

Core Insights - Huntsman Corporation announced that Julia Wright has withdrawn from the position of Executive Vice President, General Counsel and Secretary for personal reasons, and David Stryker will continue in his role while a search for a successor is conducted [1]. Company Overview - Huntsman Corporation is a publicly traded global manufacturer and marketer of differentiated and specialty chemicals, with approximately $6 billion in revenues for 2024 [2]. - The company operates over 60 manufacturing, R&D, and operations facilities in around 25 countries, employing approximately 6,300 associates [2].

Core Viewpoint - Huntsman Corporation announced the appointment of Julia Wright as Executive Vice President, General Counsel, and Secretary, effective October 13, 2025, succeeding David Stryker, who will retire at the end of the year [1][3]. Group 1: Leadership Transition - Julia Wright has over 15 years of senior executive experience, previously serving as Senior Vice President, General Counsel, and Secretary at ChampionX Corporation [2]. - David Stryker has been with Huntsman as General Counsel since June 2013 and will assist in the transition while focusing on strategic initiatives [3]. Group 2: Julia Wright's Background - At ChampionX, Wright was responsible for various legal functions, including corporate governance, compliance, and M&A, and played a key role in the company's acquisition by SLB [2]. - Wright's previous experience includes serving as Vice President and General Counsel at Nabors Industries and starting her career at Vinson and Elkins [2]. Group 3: Company Overview - Huntsman Corporation is a global manufacturer and marketer of specialty chemicals, with 2024 revenues of approximately $6 billion [4]. - The company operates over 60 manufacturing and R&D facilities in about 25 countries and employs approximately 6,300 associates [4].

Core Insights - Innospec Inc. has entered the second year of its partnership with International Justice Mission (IJM) to enhance protections for palm oil workers in Indonesia and combat forced labor and human trafficking [1][2] - The partnership, initiated in 2024, has made significant progress in improving labor conditions and will expand to additional provinces, including Sumatra and the Riau Islands, with new initiatives planned for 2025 [2][3] Company Overview - Innospec Inc. is a global specialty chemicals company with approximately 2,450 employees across 22 countries, providing a wide range of specialty chemicals for various markets [4] - The Performance Chemicals division focuses on innovative technology-based solutions for sectors such as Personal Care, Home Care, Agrochemical, Mining, and Industrial markets [4] Partnership Initiatives - Key initiatives from the partnership include training over 50 law enforcement and government officials on human rights and business practices, promoting a digital complaint system for reporting labor violations, and launching a national awareness campaign on safe migration and human trafficking [6] - The partnership aims to implement aftercare systems for survivors of forced labor, further enhancing support for vulnerable workers [2][3]

Summary of Wanhua Chemical Group Earnings Review Company Overview - **Company**: Wanhua Chemical Group (600309.SS) - **Market Cap**: Rmb197.5 billion / $27.5 billion - **Enterprise Value**: Rmb282.7 billion / $39.4 billion - **12-Month Price Target**: Rmb78.00 - **Current Price**: Rmb62.90 - **Upside Potential**: 24.0% [1][5] Key Financial Results - **2Q25 Net Profit**: Rmb3 billion, flat qoq but down 24% yoy [1] - **Gross Profit Margin (GPM)**: 12.2%, down 3.1 percentage points yoy and 3.5 percentage points qoq [17] - **Revenue**: Rmb47.83 billion, down 6% yoy but up 11% qoq [17] - **Operating Expenses**: Decreased by 8% yoy and 17% qoq [19] - **Free Cash Flow**: Positive Rmb2 billion, compared to an outflow of Rmb1.77 billion in 2Q24 [20] Segment Performance - **Polyurethane**: - Sales volume up 14% yoy, but price down 10% yoy [18] - GPM for polyurethane was 29.1% in 2Q25 [22] - **Petrochemicals**: - Sales down 12% yoy, with a price decline of 18% yoy [18] - GPM turned negative at -0.4% in 1H25 [18] - **Specialty Chemicals**: - Sales up 20% yoy, with a price decline of 11% yoy [18] - GPM was 22.1% in 2Q25 [22] Market Dynamics - **Tariff Impact**: MDI exports to the US were significantly affected by tariffs, with exports down 48% yoy [1][18] - **Price Spread Recovery**: Anticipated recovery in price spread entering 3Q25 due to tariff de-escalation and supply constraints from Covestro [2] - **Cyclical Recovery**: The worst seems over, but recovery may be gradual [1][2] Future Outlook - **Revised EPS Estimates**: 2025E-26E EPS estimates reduced by 31%-40% [3] - **Stock Valuation**: Trading below mid-cycle EV/EBITDA, indicating potential for recovery [3] - **Polyurethane Chain**: Positioned to benefit from cyclical recovery due to favorable supply/demand dynamics [3] Additional Insights - **Operational Efficiency**: Strong operational cash flow of Rmb9.95 billion, 3.3 times net profit generation [20] - **Debt Position**: Slight increase in net gearing ratio to 87.8% [20] - **Market Position**: Wanhua is ranked 3rd in M&A within the China Advanced Materials & Construction sector [5] Conclusion Wanhua Chemical Group's 2Q25 results reflect resilience amidst challenging market conditions, with a focus on operational efficiency and potential recovery in the polyurethane segment. The company is well-positioned for future growth, despite current headwinds from tariffs and pricing pressures.

Group 1: Earnings Performance - Aemetis reported a quarterly loss of $0.41 per share, which was worse than the Zacks Consensus Estimate of a loss of $0.35, representing an earnings surprise of -17.14% [1] - The company posted revenues of $52.24 million for the quarter ended June 2025, missing the Zacks Consensus Estimate by 35.62%, compared to year-ago revenues of $66.56 million [2] - Over the last four quarters, Aemetis has surpassed consensus EPS estimates two times and topped consensus revenue estimates just once [2] Group 2: Stock Performance and Outlook - Aemetis shares have lost about 4.5% since the beginning of the year, while the S&P 500 has gained 7.9% [3] - The company's earnings outlook, including current consensus earnings expectations for upcoming quarters, will be crucial for investors [4] - The current consensus EPS estimate for the coming quarter is -$0.26 on revenues of $104.19 million, and -$1.34 on revenues of $332.8 million for the current fiscal year [7] Group 3: Industry Context - The Biofuels industry, to which Aemetis belongs, is currently in the top 41% of over 250 Zacks industries, indicating a favorable industry outlook [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact Aemetis' stock performance [5][6]

Core Viewpoint - The performance of Eastman Chemical's international operations is critical for understanding its financial resilience and growth potential, especially in a tightly interconnected global economy [2][3]. Group 1: International Revenue Performance - Eastman Chemical's total revenue for the quarter was $2.29 billion, a decrease of 3.2% from the previous year [4]. - Asia Pacific contributed $583 million, accounting for 25.5% of total revenue, exceeding the consensus estimate of $570.6 million by +2.17% [5]. - Europe, Middle East, and Africa generated $610 million, representing 26.7% of total revenue, which was a slight miss of -1.08% compared to the projected $616.65 million [6]. - Latin America accounted for $131 million, or 5.7% of total revenue, surpassing expectations by +4.35% against the forecast of $125.54 million [7]. Group 2: Future Revenue Predictions - Analysts predict Eastman Chemical will report total revenue of $2.41 billion in the current fiscal quarter, reflecting a decline of 2.2% from the prior year [8]. - For the full year, total revenue is expected to be $9.25 billion, down 1.4% from the previous year, with regional contributions projected as follows: Asia Pacific at $2.28 billion (24.6%), Europe, Middle East, and Africa at $2.45 billion (26.5%), and Latin America at $501.14 million (5.4%) [9]. Group 3: Market Dynamics and Stock Performance - Eastman Chemical's reliance on international markets presents both opportunities and challenges, necessitating close monitoring of international revenue trends for future projections [10]. - The company's stock has declined 26.1% over the past month, contrasting with a 0.6% increase in the S&P 500, and has fallen 24.1% over the past three months compared to an 11.7% increase in the S&P 500 [13].