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If European NATO members would raise their military spending to ~3% of their GDP, this would mean a combined yearly spending of over 500b€. Rheinmetall management assumed on 12th March 2025 that 20% to 25% of the entire military spending could be spent with Rheinmetall.

Pantoro Ltd is a mid-tier producer in Australia. They are producing around 100,000 oz (Norseman).

TotalEnergies Marketing Nigeria Plc has released its forecast for the second quarter of 2025, projecting a revenue of N191.61 billion for the period spanning April to June 2025. Key Highlights: - Projected revenue of N191.61 billion for Q2 2025 - Gross profit of N25.7 billion, with a cost of sales of N165.9 billion - Operating profit of N7.8 billion, after deducting selling and distribution costs and administrative expenses - Net finance cost of N5.6 billion, resulting in a profit before tax of N2.1 billion - Projected net profit of N1.4 billion for Q2 2025 - Net cash inflow of N18.3 billion from operating activities.

Based on its current status with a low market cap (~$5 million), severe revenue decline, and significant net losses, VivoPower International (VVPR) faces a critical period through 2025. VVPR is a highly speculative stock with major risks tied to its financial stability.

Lemonade Looks Fresh(er) - November 2024 Lemonade reported in-force premiums of $889 million, up 24% year over year and higher by nearly 50% since mid-2022. The company now has 2.31 million customers, up 17% from year-ago levels, and gross profit climbed 71%.

--- Revival Gold: Valuation Potential Key Projects: 1. Beartrack-Arnett (Idaho): Resource: 4M oz (1 gpt), growing.

The investment seeks to track the investment results of the Dow Jones U.S. Select Aerospace & Defense Index composed of U.S. equities in the aerospace and defense sector. The index measures the performance of the aerospace and defense sector of the U.S. equity market, as defined by SPDJI.

Catalysts Almost 90% of sales come from electronic shelf labels. For the digitalization of supermarkets, solutions such as digital shelf monitoring or price automation are needed.

Risks -27% stock price drop over past year – industry-wide pressure Cyclicality – tied to industrial demand cycles Moderate growth – not a high-growth tech stock Assumptions Revenue by 2029: Estimate: ~SEK 26–28 billion Current Revenue: SEK 20.44 billion Expected Growth: ~4.3–7.2% annually Growth Drivers: Strong demand for polymer solutions in automotive, construction, and energy Growth in engineered products and thermoplastic elastomers Sustainability and recycling focus aligned with EU regulations (ESG boost) Earnings by 2029: Estimate: ~SEK 3–3.5 billion Current Earnings: SEK 2.22 billion Expected Growth: ~7.2% annually Key Factors: Stable gross margins (21–23%) Facility consolidation and improved operational efficiency Acquisitions (M&A) and shift toward high-margin products Catalysts Reliable dividend yield – 4.3% Low debt (Debt/Equity = 18.7%) Consistent growth through green innovation and acquisitions