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VanadiumCorp Closes First Tranche of Financing
Thenewswire· 2025-07-11 21:10
 Vancouver, BC – TheNewswire – July 11, 2025 – VanadiumCorp Resource Inc. (TSX-V: VRB) (FSE: NWNA) (OTC: VRBFF) ("VanadiumCorp" or the "Company") further to its June 10, 2025 news release, the Company announces that it has received conditional approval from the TSX Venture Exchange (the “Exchange”) for its non-brokered private placement of up to $500,000 (the “Financing”).   The Financing consists of up to 4,545,455 $0.11 units (“Units”), each Unit consisting of one common share of the Company and one comm ...
ServiceTitan to Host Investor Session at Pantheon 2025
Globenewswire· 2025-07-11 13:00
LOS ANGELES, July 11, 2025 (GLOBE NEWSWIRE) -- ServiceTitan (Nasdaq: TTAN), the software platform that powers the trades, today announced that it will host an investor session at Pantheon 2025, the Company’s annual user conference in Anaheim, CA. The in-person investor session will be held on Thursday, September 18, 2025. ServiceTitan Pantheon 2025 Investor SessionWhen: Thursday, September 18, 2025Where: Anaheim Marriott and Anaheim Convention CenterTime: 8:00am to 1:00pm Pacific Time (PT) Event details and ...
高盛:领益智造-2025 年第二季度前瞻-收入同比增 23%,毛利率回升;可折叠手机、服务器、人工智能眼镜组件业务扩张;买入评级
Goldman Sachs· 2025-07-11 01:13
Investment Rating - The report maintains a "Buy" rating for Lingyi, with a 12-month price target of Rmb11.40, indicating an upside potential of 28.1% from the current price of Rmb8.90 [18][13]. Core Insights - Lingyi's revenues are expected to grow by 23% year-over-year in 2Q25, reaching Rmb11.5 billion, driven by new project contributions and improved seasonality in the second half of 2025 [1][3]. - The gross margin (GM) is projected to improve to 15.7% in 2Q25, up from 15.2% in 1Q25, although still below the 2022/2023 levels of 20.7% and 19.9% respectively [1][3]. - Lingyi's diversification into foldable phones, servers, and AI/AR glasses components is expected to increase revenue contributions to 14% and 18% in 2025 and 2026 respectively [1][2]. Revenue and Earnings Estimates - Revenue estimates for 2025 remain unchanged at Rmb54.5 billion, with net income expected to grow by 43% year-over-year [3][9]. - Earnings revisions indicate a decrease in net income estimates by 11% for 2025, primarily due to lower GM from the automotive and server segments [3][7]. - The report anticipates a compound annual growth rate (CAGR) of 21% in revenues from 2025 to 2027 [3][9]. Financial Metrics - The report projects gross margins to expand from 15.8% in 2024 to 16.6% and 18.2% in 2025 and 2026 respectively [3][11]. - Operating profit margins (OPM) are expected to improve from 6.0% in 2025 to 8.1% in 2027 [3][11]. - The net margin is forecasted to increase to 4.6% and 5.7% in 2025 and 2026 respectively [3][11]. Market Position and Competitive Landscape - Lingyi is expanding its business in foldable phones, servers, robotics, and AI/AR glasses components to reduce concentration risk and capture a larger market share [2][3]. - The company has established partnerships to provide comprehensive manufacturing solutions, which are expected to lower the bill of materials (BOM) costs for clients [2][3]. Valuation - The target price of Rmb11.4 is based on a target P/E multiple of 21.2x 2026E EPS, reflecting a positive correlation between P/E and EPS growth among peers [11][17]. - Lingyi is currently trading at a P/E of 17x for 2026E, which is considered attractive [13][17].
Firefly Doubles Share Purchase Plan to A$10M in Response to Strong Demand
Newsfile· 2025-07-11 00:12
Firefly Doubles Share Purchase Plan to A$10M in Response to Strong DemandSuccessful completion of the Equity Raising and the SPP will see FireFly emerge with ~A$145M(1) cash and liquid investment position to drive eight-rig drilling strategy and mining studiesJuly 10, 2025 8:12 PM EDT | Source: FireFly Metals Ltd.Perth, Western Australia--(Newsfile Corp. - July 10, 2025) - FireFly Metals Ltd (ASX: FFM) (TSX: FFM) (Company or FireFly) is pleased to advise that it has doubled the size of its rec ...
Tronox Announces Dates for Second Quarter 2025 Earnings Release & Webcast Conference Call
Prnewswire· 2025-07-10 21:00
Core Viewpoint - Tronox Holdings plc is set to release its second quarter 2025 earnings on July 30, 2025, followed by a webcast conference call on July 31, 2025, at 10:00 AM ET [1]. Company Overview - Tronox Holdings plc is a leading global producer of high-quality titanium products, including titanium dioxide pigment and specialty-grade titanium dioxide products [3]. - The company operates in the mining of titanium-bearing mineral sands and has facilities that produce high-grade titanium feedstock materials, pig iron, and other minerals, including rare earth-bearing mineral monazite [3]. - With approximately 6,500 employees across six continents, Tronox boasts a diverse workforce and a strong vertical integration model, enhancing its operational and technical expertise [3].
JAKKS Pacific, Inc. Announces Second Quarter and First Half 2025 Earnings Call
Globenewswire· 2025-07-10 20:10
SANTA MONICA, Calif., July 10, 2025 (GLOBE NEWSWIRE) -- JAKKS Pacific, Inc. (NASDAQ: JAKK) will announce its second quarter and first half 2025 financial results on Thursday, July 24, 2025 after the close of the stock market. The Company will hold a teleconference and webcast to discuss the results, and may also discuss future plans and prospects. JAKKS Pacific, Inc. invites analysts, investors and media to listen to the teleconference scheduled for 5:00 p.m. ET / 2:00 p.m. PT on July 24, 2025. A live webca ...
SAGA Metals Confirms Significant Oxide Layering in the Northwest of the 100% owned Radar Titanium Project in Labrador, Canada
Globenewswire· 2025-07-08 13:00
VANCOUVER, British Columbia, July 08, 2025 (GLOBE NEWSWIRE) -- SAGA Metals Corp. ("SAGA" or the "Company") (TSXV: SAGA) (OTCQB: SAGMF) (FSE: 20H), a North American exploration company focused on critical mineral discovery, is pleased to announce SAGA’s geophysics team has confirmed significant oxide mineralization in the northwest section of the 100% owned Radar Titanium Property (the “Property) over the site previously drilled back in 1996. Northwest Zone, Radar Property During the historic Voisey’s Bay ni ...
4.4GWh!阳光电源欧洲最大储能项目正在推进
鑫椤储能· 2025-07-04 01:44
截止目前两座储能电站项目进度如下: 1. 索普·马什( Thorpe Marsh )项目 项目关键里程碑: 2025 年 1 月, Doncaster 市政府批准规划许可 -广告- 关注公众号,点击公众号主页右上角" ··· ",设置星标 "⭐" ,关注 鑫椤储能 资讯~ 2024 年 10 月,投资机构 EIG 宣布成立 Fidra Energy ,这是一家总部位于英国爱丁堡的欧洲电池和 能 源 储 存 ( BESS ) 平 台 。 Fidra Energy 正 在 开 发 英 国 最 大 的 三 个 电 池 储 能 项 目 , 分 别 为 1.45GW/3.3GWH 的 Thorpe Marsh 项目、 1.2GW/2.4GWh 的 Bicker Fen 1&2 项目(规划中) 及 0.5GW/1.1GWh 的 West Burton C 项目,目标是在 2030 年前在英国和其他欧洲市场建立一个 10 吉瓦的平台。 2024 年 11 月,阳光电源与英国 Fidra Energy 成功签约 4.4GWh 储能项目, 包括 3.3GWh 索普· 马什( Thorpe Marsh )项目及 1.1GWh 的 ...
4.4GWh!阳光电源欧洲最大储能项目正在推进
鑫椤锂电· 2025-07-04 01:28
2024 年 11 月,阳光电源与英国 Fidra Energy 成功签约 4.4GWh 储能项目, 包括 3.3GWh 索普·马什 ( Thorpe Marsh )项目及 1.1GWh 的 WBC (韦斯特伯顿 C 项目), 项目部署 880 套阳光电源 Power Titan2.0 液冷储能系统, 采用 中创新航 314Ah 电芯, 项目将在 2025 年启动建设 。 截止目前两座储能电站项目进度如下: 1. 索普·马什( Thorpe Marsh )项目 项目关键里程碑: 2025 年 1 月, Doncaster 市政府批准规划许可 2025年3 月,在国家能源系统运营商 (NESO) 容量 T-4 竞拍中,该项目获得了为电网提供容量的 15 年 1.4GW 的合同 关注公众号,点击公众号主页右上角" ··· ",设置星标 "⭐" ,关注 鑫椤锂电 资讯~ -广告- 本文来源:鑫椤锂电 2024 年 10 月,投资机构 EIG 宣布成立 Fidra Energy ,这是一家总部位于英国爱丁堡的欧洲电池和能 源储存( BESS )平台。 Fidra Energy 正在开发英国最大的三个电池储能项目,分别 ...
宁德时代PK阳光电源,谁能拿下第三代储能电芯话语权?
Sou Hu Cai Jing· 2025-07-02 08:24
Core Viewpoint - The competition in the next-generation energy storage cell market is intensifying, with companies like CATL and Sungrow leading the charge with their respective high-capacity cells, 587Ah and 684Ah, highlighting a broader technological and market strategy battle [4][5][8]. Group 1: Company Strategies - CATL believes that the optimal capacity for energy storage cells is 587Ah, balancing system integration efficiency and safety [5][6]. - Sungrow emphasizes that the efficiency of the entire energy storage system is more critical than the individual cell capacity, advocating for a holistic approach to system design [6][10]. - Both companies agree that larger capacity is not always better, and finding the right balance is essential for optimal performance [5][9]. Group 2: Technological Approaches - CATL utilizes a winding process for its 587Ah cells, which they argue provides a better match for national standards and enhances energy density [5][6]. - Sungrow, on the other hand, employs a stacking process for its 684Ah cells, which they claim is more suitable for high-capacity applications and offers advantages in system-level efficiency [6][7]. - The industry is witnessing a shift towards stacking technology, with over 20 manufacturers now producing stacked cells, indicating a growing trend in this direction [7][8]. Group 3: Market Dynamics - The energy storage market is evolving towards a more integrated approach, where the overall performance of the energy storage system is prioritized over individual cell specifications [10][11]. - The competition is not just about capacity but also about the technological routes and safety standards that each company adheres to [8][9]. - As the market matures, hardware differentiation is expected to diminish, leading to a focus on software capabilities and system integration as key competitive advantages [11].