We came across a bullish thesis on FedEx Corporation on Quality Value Investing’s Substack by David J. Waldron. In this article, we will summarize the bulls’ thesis on FDX. FedEx Corporation's share was trading at $273.34 as of December 1st. FDX’s trailing and forward P/E were 16.02 and 15.11 respectively according to Yahoo Finance. FedEx Corporation (FDX) Has A Warehouse With No People, Says Jim Cramer FedEx Corporation (FDX) is a large-cap, dividend-paying industrials stock operating globally in air fr ...

Core Insights - Marvion Inc. has achieved significant financial milestones, including a return to profitability and substantial revenue growth, driven by the expansion of its logistics and warehousing services [2][5]. Financial Performance - Q3 2025 revenue reached US$948,104, reflecting over 140% year-over-year growth [8]. - For the nine-month period from January to September 2025, total revenue amounted to US$2,478,895, again showing over 140% year-over-year growth [8]. - The net profit for Q3 was US$119,876, indicating a successful turnaround from previous losses [8]. Contracts and Market Demand - Marvion has signed a HK$720,000 annual storage contract, with the client scheduled to move into a new warehouse on January 1, 2026 [3][4]. - This contract highlights the growing market demand for Marvion's integrated storage and distribution services, validating its warehouse expansion strategy in Hong Kong [4]. Management Commentary - The CEO of Marvion emphasized that the quarter marks a turning point for the company, with a focus on strengthening the long-term revenue pipeline and customer confidence in its warehousing infrastructure [5]. Strategic Outlook - The company plans to expand warehouse capacity to support larger, long-term storage clients, strengthen integrated supply chain and fulfillment services, accelerate technology upgrades for operational efficiency, and pursue new opportunities in Hong Kong and Southeast Asia [9].

Core Viewpoint - United Parcel Service, Inc. (UPS) is currently viewed unfavorably by analysts due to concerns over its high dividend yield of 7.76%, which may indicate potential financial instability in the event of an economic slowdown [1] Company Overview - UPS provides a range of services including package and freight delivery through express, ground, and international shipping, as well as logistics, customs brokerage, distribution, and specialized healthcare supply chain solutions [1] Dividend Concerns - The high dividend yield of 7.76% is seen as a red flag, raising concerns that a significant economic slowdown could lead to a dividend cut [1] Competitive Landscape - UPS operates in a duopoly with FedEx, which is considered a trusted brand in the logistics industry [1] Investment Alternatives - While UPS has potential as an investment, certain AI stocks are suggested to offer greater upside potential and lower downside risk, particularly in the context of current market trends [1]

Core Insights - Gladstone Commercial Corporation has acquired an industrial portfolio comprising 693,236 square feet of manufacturing, distribution, and warehouse space across six locations in Michigan, Indiana, and Georgia [1] - The acquisition was completed for a total of $54.5 million, indicating a significant investment in the industrial sector [1] - Following the acquisition, Gladstone Commercial has entered into a 20-year absolute net lease agreement with TI Group Automotive Systems, L.L.C. for the leased facilities [1] Financial Summary - The total acquisition cost for the industrial portfolio is $54.5 million [1] - The leased facilities will be under a long-term lease agreement, enhancing revenue stability for Gladstone Commercial [1] Operational Details - The industrial portfolio includes various types of spaces such as manufacturing, distribution, and warehouse facilities [1] - The acquisition spans across three states: Michigan, Indiana, and Georgia, indicating a strategic geographical diversification [1]

Group 1 - United Parcel Service, Inc. (UPS) has a high dividend yield of 7.8%, which raises concerns about its sustainability [1][2] - The stock has declined by 33% year-to-date, indicating potential underlying issues [2] - High dividend yields are often associated with troubled companies, which adds to the apprehension regarding UPS [2] Group 2 - UPS provides a range of services including transportation, distribution, contract logistics, ocean and air freight, customs brokerage, and insurance [2] - Despite the potential of UPS as an investment, certain AI stocks are considered to offer greater upside potential and less downside risk [2]

Core Viewpoint - Fusion Fuel Green PLC has entered into a Heads of Terms agreement with Alien Energy to establish a joint venture for a biomass-powered steam energy project in South Africa, aimed at replacing fossil-fuel-based systems and promoting decarbonization [1][2]. Strategic Highlights and Decarbonization Impact - The joint venture will focus on developing a biomass-powered steam energy project at a large-scale dairy processing facility, which is expected to significantly reduce emissions and contribute to the Client's net-zero commitments [2][7]. - The project is designed to enable substantial industrial decarbonization and unlock recurring long-term revenue streams for the joint venture [2][5]. Financial Impact for Fusion Fuel - The project is anticipated to generate recurring annual revenues through a long-term steam supply agreement with the Client, with management drawings capped at ZAR 120,000 (approximately €5,880) per month [4]. - Fusion Fuel is expected to invest ZAR 10 million (approximately €480,000) for the construction and commissioning of the plant [7]. Joint Venture Structure - Fusion Fuel will hold a 51% ownership stake in the joint venture, while Alien Energy will retain the remaining 49% [7]. - The project aims to generate carbon credits from verified emissions reductions, which will be ring-fenced within the joint venture [7]. Management Commentary - The CEO of Fusion Fuel highlighted that this agreement represents a significant step in the company's strategy to deliver scalable decarbonization projects, leveraging Alien Energy's biomass-to-steam technology [5]. Definitive Agreements and Closing Timeline - The transaction is expected to close on or before October 1, 2025, with project commissioning targeted to commence by the end of the year [6].

Core Insights - Fusion Fuel Green PLC reported significant financial progress in the first half of 2025, achieving approximately €6.9 million in revenue compared to no revenue in the same period of 2024, indicating a strong operational turnaround [3][7] - The company successfully reduced operating costs by 64% year-over-year, leading to an operating loss of approximately €2.9 million for the first half of 2025, down from €7.9 million in the same period of 2024 [3][7] - Fusion Fuel regained compliance with Nasdaq Listing Rules and transferred its securities to The Nasdaq Capital Market tier, enhancing its market position [3][7] Financial Performance - Revenue for the first half of 2025 was approximately €6.9 million, attributed to the acquisition of LPG engineering and distribution operations from Quality Industrial Corp. in November 2024 [7] - Operating loss decreased to approximately €2.9 million in the first half of 2025 from €7.9 million in the same period of 2024, reflecting a strategic reduction of loss-making operations [7] Corporate Developments - The company established Bright Hydrogen Solutions Ltd as a subsidiary to enhance its hydrogen solutions platform, signing strategic partnerships to expand services across Europe, Latin America, and Iberia [7] - Fusion Fuel signed non-binding heads of terms to acquire a UK fuel distribution company, which would further diversify its energy portfolio [7]

Core Viewpoint - Fusion Fuel Green PLC will release an Investor Update Presentation and Video on September 17, 2025, to provide updates on financial results and strategic developments [1][2]. Company Overview - Fusion Fuel Green PLC (NASDAQ: HTOO) specializes in integrated energy engineering, distribution, and green hydrogen solutions through its Al Shola Gas and BrightHy Solutions platforms [3]. - The company operates in the LPG supply and hydrogen solutions sectors, supporting decarbonization across industrial, residential, and commercial sectors [3]. - Fusion Fuel is headquartered in Ireland and has operations in Europe and the Middle East [3]. Upcoming Events - The Investor Update Presentation and Video will be available on the company's Investors page on its website [2]. - Management will discuss updates on the company's activities in Al Shola Gas and BrightHy Solutions, along with other strategic developments [2].

Core Insights - Stabilis Solutions reported Q2 2025 results with both revenue and net income falling short of expectations, posting a GAAP EPS of ($0.03) against a consensus of $0.01 and revenue of $17.3 million, missing the estimate of $17.84 million by approximately 3.0% [1][2] Financial Performance - Revenue for Q2 2025 was $17.3 million, a decrease of 7.0% from $18.6 million in Q2 2024 [2] - Adjusted EBITDA declined to $1.5 million from $2.1 million, representing a 28.6% decrease [2][7] - Cash flow from operations was $4.5 million, down 10.4% from $5.0 million in the previous year [2] Business Overview and Strategy - Stabilis Solutions focuses on LNG production, storage, transportation, and fueling services primarily in North America, targeting industries such as marine shipping, aerospace, and distributed power generation [3] - The company aims to grow in high-growth markets like marine bunkering, leveraging LNG as a cleaner alternative to conventional fuels [4] Market Dynamics - The revenue mix shifted significantly, with marine, aerospace, and power generation accounting for nearly 77% of total revenue, up from 62% in Q2 2024 [5] - The company signed a two-year bunkering contract for approximately 22 million gallons per year, indicating potential future revenue growth in marine [6] Profitability Challenges - Despite increased commercial activity, profitability metrics declined, with net income turning negative at a loss of $0.6 million compared to a profit in the prior-year quarter [7] - The decline in profitability was attributed to the absence of large-scale projects and a reduction in selling, general, and administrative expenses [7] Financial Health - The balance sheet remained solid with cash and equivalents at $12.2 million and an additional $3.9 million in available credit facilities as of June 30, 2025 [8] - Capital expenditures for the first half of 2025 were $1.2 million, focused on growth projects and operational upgrades [8] Future Outlook - Management did not provide specific quantitative guidance for the remainder of the year but expressed confidence in long-term growth opportunities in marine, aerospace, and power generation sectors [10] - The company emphasized the importance of converting potential deals into signed contracts as a key uncertainty affecting future results [10]

Core Points - Fusion Fuel Green PLC has entered into a definitive agreement for a private placement (PIPE) with investors, resulting in aggregate gross proceeds of $4.3 million [1][2] - The net proceeds from the PIPE will be used to fully repay outstanding Senior Convertible Notes and support general corporate and working capital purposes [1][2] - The CEO of Fusion Fuel stated that this transaction simplifies the capital structure and positions the company for growth in 2025 and beyond [3] Financial Details - The PIPE includes the issuance of 269,459 Class A Ordinary Shares, pre-funded warrants for 541,706 Class A Ordinary Shares at an exercise price of $0.0035, and warrants for 1,622,330 and 811,165 Class A Ordinary Shares at exercise prices of $4.926 and $9.852 respectively, both with a three-year exercise window [5] - The PIPE was conducted as a private placement exempt from registration under Section 4(a)(2) of the Securities Act and/or Rule 506(b) of Regulation D [2] Corporate Strategy - The company aims to use the funds to address legacy items while maintaining strong forward momentum and financial flexibility [3] - Fusion Fuel Green PLC provides integrated energy solutions, including green hydrogen solutions, supporting decarbonization across various sectors [3]