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Catalysts Are there any products or services that could move sales or earnings meaningfully? Most Immediate Catalyst (1–2 Years): ABB E-Mobility (EV charging) as governments push for rapid EV infrastructure deployment.

Evolution AB (EVO) is the undisputed leader in the online live casino market, boasting a business model that combines cutting-edge technology, scalability, and deep industry expertise. With a consistent track record of revenue growth, profitability, and operational efficiency, Evolution is a prime example of a high-margin, high-quality business operating in a growing niche.

The fundamental business is growing good and may continue to do so but what is bewildering is the growth in the share price which is completely detached from the fundamentals. Even taking lofty valuation priced for perfection, the stock appears overvalued.

Catalysts Are there any products or services that could move sales or earnings meaningfully? Introduction of AI across its offering, OpenAI as a new search engine and potentially gaming.

The company is pleased to announce a significant milestone in its Côte d’Ivoire Floating Production Storage and Offloading vessel ("FPSO") Dry Dock Refurbishment Project. In alignment with the project timeline, the FPSO Baobab Ivoirien MV10, operated by Canadian Natural Resources International (“CNRI”), ceased hydrocarbon production as scheduled on January 31, 2025.

GigaCloud Technology: Concerns over new tariffs on imports from China, Canada, and Mexico have rocked markets, with a 10% tariff on Chinese goods impacting U.S. consumers and retailers like Temu and Shein. GigaCloud Technology's shares fell due to the 10% tariff on Chinese imports, but less than 20% of its overall revenue is affected.

OEC, a global specialty chemicals company, announced today it has signed a long-term supply agreement with Contec S.A., which will provide Orion tire pyrolysis oil to produce circular carbon black for tire and rubber goods customers. The agreement with Warsaw, Poland-based Contec further enables Orion to diversify its sources of tire pyrolysis oil, commonly known as TPO.

ZCCM-IH is an investment holding based in Zambia with focus on mining and energy business. They hold very substantial assets: Investments – ZCCM Investments Holdings Plc Thank to the reorganization of the Mopani Copper Mine - they sold 51% to Delta Mining - an indirect subsidiary of International Resource Holding- Assets - International Resources Holding which is itself a subsidiary of Abu Dhabi listed International Holding Campany: IHC | International Holding Company which itself belongs 60% to the very powerful Royal Group of the ultra-rich Royal Family of Abu Dhabi; they recorded a profit on group level of 2 billion USD in first half 2024; but the share price don't go inline with the huge increase of the book value (market capitalization of just 200 Mio.

Key Takeaways Spotify is wisely focusing on long-term objectives over short-term profitability. Leverage will shift from labels (suppliers) to Spotify (the aggregator) as scale continues to grow.