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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 ...
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].
Tronox Announces Dates for Second Quarter 2025 Earnings Release & Webcast Conference Call
Prnewswire· 2025-07-10 21:00
STAMFORD, Conn., July 10, 2025 /PRNewswire/ -- Tronox Holdings plc (NYSE: TROX) announced today the following schedule for its second quarter 2025 earnings release and webcast conference call:Earnings Release: Wednesday, July 30, 2025, after market close via PR Newswire and the Tronox Holdings plc website: tronox.comWebcast Conference Call: Thursday, July 31, 2025, at 10:00 AM ET (New York). The live call is open to the public and can be accessed via live webcast and teleconference. Please visit investor.tr ...
DRC Medicine Ltd. Announces the Business Combination Agreement with Ribbon Acquisition Corp.
Globenewswire· 2025-07-01 02:14
Company Overview - DRC Medicine Ltd. is an innovative healthcare and biotechnology company based in Tokyo, Japan, focusing on advanced medical technologies to address global health challenges [3][10] - The company is known for its proprietary Hydro Silver Titanium® technology, which is being developed into therapeutic masks for seasonal allergic rhinitis and a pipeline of In Vitro Diagnostic (IVD) kits for infectious diseases and allergen detection [3][10] - DRC Medicine is also negotiating to acquire an innovative ATP-enhancing drug for Parkinson's disease, currently in clinical trials [3][10] Business Combination Agreement - DRC Medicine has entered into a business combination agreement with Ribbon Acquisition Corp., a special purpose acquisition company, which will lead to DRC becoming publicly traded [2][4] - The proposed transaction implies a pre-money equity value of approximately $350 million for DRC on a fully diluted basis and is expected to provide around $50 million in cash from Ribbon's IPO proceeds [6][8] - Current shareholders of DRC Medicine will retain 100% of their equity and will own approximately 82.91% of the combined company on a pro forma basis, assuming no redemptions by Ribbon's shareholders [6][8] Strategic Focus and Market Trends - The company aims to invest in more IVD kits paired with AI-powered applications to enhance universal diagnostics, addressing the rising demand for better respiratory protection and faster, more accurate IVD kits [4] - DRC's management believes that the growth of airborne allergens, respiratory diseases, and infectious diseases presents significant market opportunities [4] - The combined company is expected to leverage its experienced management team and technology specialists to innovate and expand its healthcare and biotechnology applications in the global market [4]
SAGA Metals Appoints Accomplished Mining Executive Peter Hogendoorn to Board of Advisors and Engages Xander Capital Partners
Globenewswire· 2025-06-30 13:00
VANCOUVER, British Columbia, June 30, 2025 (GLOBE NEWSWIRE) -- SAGA Metals Corp. ("SAGA" or the "Company") (TSXV: SAGA) (OTCQB: SAGMF) (FSE: 20H), a North American exploration company focused on critical minerals discovery, is pleased to announce the appointment of seasoned mining executive Peter Hogendoorn to its Board of Advisors, along with a key investor relations partnership aimed at elevating shareholder engagement and corporate visibility. Appointment of Peter Hogendoorn to Board of Advisors With ove ...
Amaero Appoints Brett Paduch as Chief Financial Officer
Globenewswire· 2025-06-30 12:00
MCDONALD, Tenn., June 30, 2025 (GLOBE NEWSWIRE) -- Amaero Ltd (ASX:3DA) (OTCQB: AMROF) ("Amaero" or the "Company"), a leading U.S. domestic producer of high-value C103, refractory alloy, and titanium powders for additive and advanced manufacturing of components utilized by the defense, space, and aviation industries, is pleased to announce the appointment of Brett Paduch as Chief Financial Officer, effective 14 July 2025. After graduating from The Citadel with Bachelor of Science, Business Administration wi ...
Amaero Commissions 2nd Atomizer On Schedule
Globenewswire· 2025-06-24 12:00
MCDONALD, Tenn., June 24, 2025 (GLOBE NEWSWIRE) -- Amaero Ltd (ASX:3DA) (OTCQB: AMROF) ("Amaero" or the "Company"), a leading U.S. domestic producer of high-value C103, refractory alloy, and titanium powders for additive and advanced manufacturing of components utilized by the defense, space, and aviation industries, today announced that it has completed commissioning of the 2 advanced Electrode Induction Melting Inert Gas Atomizer (EIGA Premium) on schedule at its flagship Tennessee manufacturing facility. ...
Termination of Offer Discussions with Consortium
Globenewswire· 2025-06-19 06:00
Core Viewpoint - Kenmare Resources plc has terminated discussions regarding a potential offer from a consortium led by Oryx Global Partners Limited, citing that the proposals significantly undervalued the company and its prospects [3][12]. Company Overview - Kenmare Resources plc is a leading global producer of titanium minerals and zircon, operating the Moma Titanium Minerals Mine in northern Mozambique [3]. - The company is confident in its independent prospects and ability to achieve strategic and operational objectives, with a strong order book for the second half of 2025 [5]. Offer Discussions - Initial discussions began on March 6, 2025, when Kenmare received a non-binding proposal from the consortium for an all-cash offer at a price of 530 pence per share [7]. - The Board of Kenmare unanimously rejected the initial proposal, deeming it to undervalue the company [8]. - Subsequent engagement with the consortium revealed that they were only willing to proceed with an offer at a price substantially below the initial proposal, which was also rejected by the Board [11]. Future Plans - Kenmare is progressing with the Wet Concentrator Plant A upgrade project, with commissioning expected to begin in Q3 2025 [6]. - Ongoing discussions with the Government of Mozambique regarding the extension of the Implementation Agreement highlight the company's commitment to its investments and future plans in the region [7].
3 Diversified Chemical Stocks to Watch Amid Demand Headwinds
ZACKS· 2025-06-18 13:25
The Zacks Chemicals Diversified industry faces challenges from persistent demand weakness in certain markets, including consumer durables and building & construction. Lower consumer spending due to inflationary pressures in Europe and a slow recovery in China are weighing on demand. Industry players like DuPont de Nemours, Inc. (DD) , Albemarle Corporation (ALB) and Kronos Worldwide, Inc. (KRO) are banking on strategic measures, including operating cost reductions and aggressive price hikes, to tide over th ...
ATI Broadens Aerospace Reach With Titanium Alloy Sheet Production
ZACKS· 2025-06-16 13:06
Key Takeaways ATI opens a South Carolina facility to produce titanium alloy sheets for aerospace use. New sheet product meets strict specs and extends ATI's aerospace manufacturing capabilities. Two-thirds of Pageland's capacity is expected to support long-term aerospace contracts, including Airbus.ATI Inc. (ATI) has opened a cutting-edge plant in Pageland, SC, to manufacture titanium alloy sheets. This material, while technically complex to make, is vital to airframe manufacturers because it adds strengt ...