Community

Coherus is a promising company that did a bad borrowing and has more than paid the price. Its convertible bondholders created a short hedge and have inflicted massive damage on the company's SP.

It's just a car company. Level 4 autonomy is not going to be achieved for now while Elon Musk continuously insinuates that Level 5 autonomy will be available soon.

As written here in February, Delta is the leading carrier among the major US airlines. In terms of profitability, fleet management/modernisation and thus cost effectiveness, and yield management, the guys from Atlanta rule the roost.

There's a single reason why American is the least attractive of US legacy carriers (in terms of investing, anyway): its balance sheet. If most airlines and certainly those in the US are loaded up to the hilt with debt, American goes so far as to boost negative equity - any startup would go belly-up with a balance sheet such as this one.

Bull - Growth in miles driven increases the wear and tear on vehicles, requiring more maintenance and repair work to keep them on the road, benefiting LKQ. LKQ’s collision business could see rising demand from increasing auto claims as more drivers return to the road following the COVID-19 pandemic.

BUA Cement Plc has announced a profit after tax of N73.91 billion for the financial year ended December 31, 2024, representing a 6.4% increase from the N69.45 billion recorded in 2023. Key Point: Despite a significant surge in revenue to N876.47 billion, up 90.5% from the previous year, BUA Cement's profit growth was moderated by a sharp rise in costs, particularly foreign exchange losses and finance costs.

Oando Trading, a subsidiary of Oando Plc, has been chosen as the preferred bidder for the lease of the 175,000 barrels per day (bpd) Guaracara Refining Company Limited's (GRC) refinery assets from Trinidad Petroleum Holdings Ltd (TPHL). Key Highlights: - Oando Trading selected as preferred bidder for GRC's refinery assets - Refinery has a capacity of 175,000 bpd and a Nelson Complexity Index of 8.0 - Strategic investment aligns with Oando's vision of expanding into high-potential regions - Partnership represents a bridge between Africa and the Caribbean, fostering deeper collaboration in the energy sector - Next steps involve finalizing the lease agreement and operational framework with the government and regulatory authorities.

Catalysts Most Immediate Catalysts (1–2 Years) • EU & US Green Energy Subsidies – Governments are pushing for heat pump adoption through incentives, directly benefiting NIBE. • Electrification & Sustainability Trends – The shift away from fossil fuel-based heating systems toward heat pumps and renewable energy solutions is accelerating.

Catalysts Most Immediate Catalysts (1–2 Years) • DTC Growth Acceleration – Nike is prioritizing Nike.com, SNKRS, and flagship stores, improving margins and reducing reliance on wholesalers. • Innovation in Running & Performance – Launch of Alphafly 3, Vaporfly 4, and next-gen sportswear can drive higher demand.