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strong economic moat: no competitor, Licensed by the state - very profitable business (Net Margin > 30%) Risk: uncertain future gas transition demand due to reduction of fossil fuel usage (-5...15 % 2023-2027) Chance: multi molecule gas plattform (H2, CO2, Biomethane) -> Prepare Infrastructure (Backbone, industry enabler), Ruxit -> more LNG, gas from Africa -> access EU via meditarian sea highly capitel intesiv (huge Capex), onging Investments (H2 ready -> H2 proof, CCS Ravenna, Biomethan platform, Duel Fuel compressor stations, methan leakage monitoring, Iot, Digitaliziation... ), 40 % EU Taxonomie conform Critical infrastructure: H2/CCS Transition in Europe, diversified (stake in few european pipline operator) South H2 corridor (3300 km): Most cost-effective corridor (€ 0.4-0.6/kg to Germany) with embedded line pack storage Baa2, BBB+, Italy has 30% stake

As of right now the stock as a current yield of about 2.42%, with a return on equity of about 6.79%. So a bit off of my goals of at least 5% and 10%.

Organigram Holdings Inc. has seen some significant developments in the past four months: ✓ Acquisition of Motif Labs: In December 2024, Organigram acquired Motif Labs, a Canadian cannabis company, for C$90 million upfront.

Bull The R&R market is poised for long-term growth, driven by several secular tailwinds, including the aging housing stock and favorable demographics. Masco has attainable growth plans for its plumbing and decorative architectural segments.

Advanced Micro Devices (AMD), currently trading at $115.95 per share, is positioned for significant growth due to its focus on high-performance computing, AI, and data center markets. Despite a revenue dip to $22.68 billion in 2023, AMD has increased its AI chip revenue guidance to over $5 billion for 2024, indicating a strategic push into this booming sector.

SaaS Model Maturation : As aiWARE adds scale, recurring ARR could stabilize and expand, shifting the business toward consistent profitability. Sector Tailwinds : Demand for AI tools in content redaction, legal workflows, and media measurement continues rising.

Nucor offers compelling 18-month upside potential with a $150 fair value target as the steel giant pivots from commodity producer to value-added manufacturer. The company expects significantly higher Q2 earnings driven by 20-30% steel price increases from new tariffs, while strategic acquisitions in data centers, towers, and infrastructure position Nucor to capitalize on reshoring and electric grid expansion.

Over the next five fiscal years Siemens should compound steadily. The company’s Financial Framework targets 5 – 7 % comparable revenue growth per year; using the 5 % midpoint, sales rise from €75.9 bn in FY-2024 to c.

TWR is generally positioned as highly affordable insurance. This gives TWR plenty of headroom, relative to competitors, to increase insurance premiums in response to risk changes from climate change.