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SBM Offshore may look like just another oil-services name, but its long list of contracted projects could make its future cash generation more predictable than the market assumes. The key question is whether cleaner finances and new deepwater wins can shift it from “boom-and-bust” expectations to something more like an infrastructure-style business—without running into the usual project and customer risks.Read more

I believe Celsius Holdings stock can reach a price of $47.00 per share (+42%) over the next two months, with potential to reach $71.00 per share within the next few years. This will be driven by continued earnings and revenue gains, international expansion, and the long-term integration of Alani Nu and Rockstar, which were both recent acquisitions.Read more

Microsoft's decline in value over the last year is not surprising, but whether or not it was deserved is another thing entirely. Similar to their peers, a lot of money has been spent developing their AI infrastructure.Read more

Is the market paying more for companies that might build the quantum future, or for companies that may help secure the transition into it? Cloudflare is not a quantum computer company.Read more

Medibank looks like a steady, well-run health insurer with a loyal customer base and strong cash generation, but the market already treats it like a “safe” pick. The bigger question is what could actually push returns higher from here—and whether regulation and ongoing fallout from the cyber breach could spoil the story.Read more

The "Easy Money" Is Gone, But The "Smart Money" Is Staying: My Take on Alphabet If you look at the headlines, Alphabet looks like a giant under siege. The Department of Justice is at the door, and competitors like ChatGPT are nipping at Search’s heels.Read more

Carlsberg will gradually evolve from a traditional beer company into a broader premium beverage group, with beer, soft drinks and alcohol-free beverages all contributing to growth. The acquisition of Britvic strengthens Carlsberg’s exposure to soft drinks and gives the group a more balanced portfolio at a time when beer volumes are under pressure in some markets.Read more

Disclaimer This material is provided for informational and educational purposes only and should not be considered financial, investment, legal, tax, or other professional advice. The views expressed are based on publicly available information, company filings, technical reports, company presentations, news releases, and personal analysis at the time of writing, and they may change without notice.Read more

Agnico Eagle faces a sudden hole in output at its Canadian Malartic site, and the nearby mill could soon sit partly idle unless it finds more easy-to-mine ore. A tiny neighbour, Renforth Resources, says its Parbec deposit is already exposed at surface and could be brought into production quickly—setting up a potential buyout catalyst, but also hinging on test results and a major partner actually stepping in.Read more