Are you late so often that it’s become your entire personality? Just know this: you are the worst No matter the rumours, no matter the truth, Hollywood convention dictates that all actors describe whatever cast they’ve been part of as “one big happy family”. This rule being broken, and by a true legend – albeit 33 years later – means something serious must have taken place. Which it did. In a new ...
Are you late so often that it’s become your entire personality? Just know this: you are the worst No matter the rumours, no matter the truth, Hollywood convention dictates that all actors describe whatever cast they’ve been part of as “one big happy family”. This rule being broken, and by a true legend – albeit 33 years later – means something serious must have taken place. Which it did. In a new interview with Vanity Fair , Meryl Streep has disclosed that she had “beef” with her Death Becomes Her co-star Goldie Hawn because she was always late for filming. “She had a red convertible, I remember, and she’d drive herself to set. She had her hair all … ‘Oh gosh, sorry!’ And everybody thought: ‘Oh, she’s so cute.’” Continue reading...
US leader enters talks with superpower rival from vulnerable position, but will be hoping for economic wins amid turbulent backdrop If all goes to plan over the next few days – and that is a big if – Donald Trump will arrive in Beijing on Wednesday for a highly anticipated summit with Xi Jinping , China’s leader. The trip will mark the first time a US president has visited China in nearly a decade...
US leader enters talks with superpower rival from vulnerable position, but will be hoping for economic wins amid turbulent backdrop If all goes to plan over the next few days – and that is a big if – Donald Trump will arrive in Beijing on Wednesday for a highly anticipated summit with Xi Jinping , China’s leader. The trip will mark the first time a US president has visited China in nearly a decade. The last visit was also made by Trump , during his first term, in 2017. Continue reading...
With Trump wavering on Nato and war in Ukraine, Europe is scrambling to spend billions on weapons such as drones In a small workshop in England’s East Midlands, engineers at the British startup Skycutter are designing weapons for Ukraine. A row of 3D printers make the fuselage for interceptor drones, while parts such as motors and navigation chips are slotted together by hand. The same process hap...
With Trump wavering on Nato and war in Ukraine, Europe is scrambling to spend billions on weapons such as drones In a small workshop in England’s East Midlands, engineers at the British startup Skycutter are designing weapons for Ukraine. A row of 3D printers make the fuselage for interceptor drones, while parts such as motors and navigation chips are slotted together by hand. The same process happens hundreds of thousands of times a month in partner Ukrainian factories. The swarms of cheap, deadly and often autonomous drones deployed in that war have already changed combat completely. Troops far behind the frontline must move constantly to avoid attack from the air, travelling along netted tunnels and landscapes crisscrossed by fibre optic cables used to steer drones past radio jamming. Cities are terrorised by guided missiles that are cheaper and therefore more widely used than those that came before. Continue reading...
Argentina back in spotlight 30 years after first person-to-person transmission was documented in Patagonia An outbreak in rural communities 30 years ago in the Patagonia area of Argentina led scientists, for the first time, to document person-to-person transmission of hantavirus, which until then had been known only to spread through contact with rodents. Nearly a decade ago another outbreak, also...
Argentina back in spotlight 30 years after first person-to-person transmission was documented in Patagonia An outbreak in rural communities 30 years ago in the Patagonia area of Argentina led scientists, for the first time, to document person-to-person transmission of hantavirus, which until then had been known only to spread through contact with rodents. Nearly a decade ago another outbreak, also in Patagonia, provided detailed evidence of inter-human transmission when an infected 68-year-old rural worker attended a birthday party in a small village. The infection spread and resulted in 11 deaths. Continue reading...
A team in China has designed a catalyst that can transform nitrate pollution from agricultural and industrial waste water into ammonia – the chemical backbone of urea fertiliser – with nearly three times the efficiency of conventional catalysts. The study detailing this breakthrough was published on March 18 in the Journal of the American Chemical Society, where it was showcased on the front cover...
A team in China has designed a catalyst that can transform nitrate pollution from agricultural and industrial waste water into ammonia – the chemical backbone of urea fertiliser – with nearly three times the efficiency of conventional catalysts. The study detailing this breakthrough was published on March 18 in the Journal of the American Chemical Society, where it was showcased on the front cover. It has opened the door to a low-energy waste-to-resource technology that could one day strengthen...
This is the forum for daily political discussion on Seeking Alpha. A new version is published every market day. Please don't leave political comments on other articles or posts on the site. The comments below are not regulated with the same rigor as the rest of the site, and this is an 'enter at your own risk' area as discussion can get very heated. If you can't stand the heat... you know what the...
This is the forum for daily political discussion on Seeking Alpha. A new version is published every market day. Please don't leave political comments on other articles or posts on the site. The comments below are not regulated with the same rigor as the rest of the site, and this is an 'enter at your own risk' area as discussion can get very heated. If you can't stand the heat... you know what they say... More on Today's Markets: Moderation Guidelines: We remove comments under the following categories: Personal attacks on another user account Anti-Vaxxer or covid related misinformation Stereotyping, prejudiced or racist language about individuals or the topic under discussion. Inciting violence messages, encouraging hate groups and political violence. Regardless of which side of the political divide you find yourself, please be courteous and don't direct abuse at other users. For any issue with regards to comments please email us at : moderation@seekingalpha.com. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
You're certainly familiar with names like Nvidia and Palantir Technologies . The former remains the world's chief supplier of artificial intelligence (AI) data center processors, while the latter is one of the most-used decision-intelligence platforms. Both stocks have performed very well of late thanks to AI mania. The problem with stepping into such well-known names, however, is simply that thes...
You're certainly familiar with names like Nvidia and Palantir Technologies . The former remains the world's chief supplier of artificial intelligence (AI) data center processors, while the latter is one of the most-used decision-intelligence platforms. Both stocks have performed very well of late thanks to AI mania. The problem with stepping into such well-known names, however, is simply that these trades can be very crowded and therefore very expensive. As Warren Buffett famously advises , "You can't buy what is popular and do well." Oh, there are clear exceptions to his argument -- both Palantir and Nvidia continued rallying well after both tickers became well-known must-haves. Plenty of investors understandably suspect that these two stocks' highest-growth phase is in the rearview mirror. Smart investors are looking for the next unknown AI gem that's yet to be discovered and subsequently fully valued. To this end, three under-the-radar AI stocks to buy this year before their underlying companies become a more important part of the AI conversation are Dell (NYSE: DELL) , ON Semiconductor (NASDAQ: ON) , and Astera Labs (NASDAQ: ALAB) . Here's why. Continue reading
abadonian/iStock via Getty Images A commenter on my March article recommending Vermillion Energy ( VET ) suggested Tenaz Energy ( ATUUF ) as a "similar but better pick." While Tenaz was close to the lead in an energy stock contest I take part in, having more than doubled this year, it had run too far too fast for me to feel comfortable recommending it. However, with a recent plateau and selloff, i...
abadonian/iStock via Getty Images A commenter on my March article recommending Vermillion Energy ( VET ) suggested Tenaz Energy ( ATUUF ) as a "similar but better pick." While Tenaz was close to the lead in an energy stock contest I take part in, having more than doubled this year, it had run too far too fast for me to feel comfortable recommending it. However, with a recent plateau and selloff, it looks attractive for investors who don't mind taking risk. Data by YCharts The Calgary-based company focuses on acquiring and operating international oil and gas assets. It is the largest gas producer in the Dutch waters of the North Sea. It also has assets in Alberta, but Europe dominates--in the first quarter about 14,000 out of 16,000 barrels of oil equivalent produced per day came from Netherlands (87%). This makes it more of a pure play than Vermillion, which has about 14% of its BOE/D production in Europe. According to the company, Dutch TTF gas prices averaged C$18.54 per 1,000 cubic feet in the first quarter. largely due to a huge rise in March when the Strait of Hormuz closure cut off Persian Gulf LNG supplies. That compares with only C$2.01 for Alberta's AECO gas, a ninefold difference, and about a fivefold difference compared to the U.S. Henry Hub price. Company presentation LNG prices may remain elevated longer than oil because of the destruction of Qatari facilities that could take three to five years to replace. Futures markets do not seem to reflect the difficulty of rebuilding stocks before next winter. The TTF forward curve is "strangely backwardated," the president of LNG-producer Cheniere Energy said last week . "Europe is in a very difficult position....record low storage." ( U.S. futures prices rise into January, as is normal.) Tenaz also expects the elevated pricing to continue : A return to normal operations appears unlikely any time soon. Even after marine safe passage is re-established, several key facilities will need repair. These complex restor...
Malaysian Prime Minister Anwar Ibrahim will unveil a plan soon to shore up the country’s oil supply as uncertainties stemming from the conflict in Iran continue, Bernama reported . The plan will focus on making sure there is enough domestic supply to support economic activity, the report said, citing Economy Minister Akmal Nasrullah Mohd Nasir . The war in Iran and the disruption it has caused to ...
Malaysian Prime Minister Anwar Ibrahim will unveil a plan soon to shore up the country’s oil supply as uncertainties stemming from the conflict in Iran continue, Bernama reported . The plan will focus on making sure there is enough domestic supply to support economic activity, the report said, citing Economy Minister Akmal Nasrullah Mohd Nasir . The war in Iran and the disruption it has caused to the Strait of Hormuz has sparked concerns over a global energy crisis. Malaysia’s government said it expected to spend about 7 billion ringgit ($1.8 billion) on fuel subsidies in April, roughly ten times more than what it was paying before the Iran conflict. The government has previously signaled its current reserves could last until June. State-owned oil and gas company Petroliam Nasional Bhd. is in the final stages of securing new suppliers, Akmal was quoted as saying in the report. At the Asean level, there are also discussions on regional reserves though work is still needed on the framework and mechanisms, he said. The Malaysian government is optimistic that the use of B15 biodiesel can begin on June 1 to help extend the country’s diesel supply, the report said.
trekandshoot/iStock via Getty Images Ares Management ( ARES ) is still trading 24% below its year-ago level even as first-quarter assets under management ("AUM") rose to a record high as capital formation ramped up versus its prior year-ago quarter. The big number from the first quarter was 26%, that's how much ARES was able to grow fee-related earnings ("FRE") as this came in at $464.4 million ve...
trekandshoot/iStock via Getty Images Ares Management ( ARES ) is still trading 24% below its year-ago level even as first-quarter assets under management ("AUM") rose to a record high as capital formation ramped up versus its prior year-ago quarter. The big number from the first quarter was 26%, that's how much ARES was able to grow fee-related earnings ("FRE") as this came in at $464.4 million versus $367.27 million in the year-ago comp. Critically, year-over-year FRE growth ramped up by 400 basis points as this figure was 22% in the first quarter of fiscal 2025. ARES last declared a quarterly cash dividend of $1.35 per share , kept unchanged from its prior distribution, and $5.40 per share annualized for a 4.4% dividend yield. The yield is at its highest level in over 5-years and is above the trailing twelve-month yield as ARES hiked its dividend by 20% in February. Data by YCharts ARES reported year-over-year AUM growth of 18% to reach $644.3 billion . Fee-paying assets under management ("FPAUM") ended the first quarter at $399.6 billion, up 19% over its year-ago comp. This growth came during a quarter that saw elevated redemption requests from investors in private credit funds. The core of the bearish thesis that drove ARES to a more than 2-year low was centred on AUM formation either slowing materially or, in the worst-case scenario, going into reverse during a quarter that was shaped and moulded by short calls that private credit was on the brink of blowing up. I last covered the ticker with a Buy rating, with the stock up around 25% since then. Seeking Alpha AUM Formation, FRE Expansion, And Valuation Multiple In my view, there is more room for the ongoing rally to run as ARES is currently swapping hands for a yield that's around 1.6x higher than its 5-year average of 2.78% . Critically, the asset manager comfortably covers its dividend and tends to raise it by double-digit percentages after four quarters. The average of the raises over the last 5-years stand...
Susan Vineyard/iStock via Getty Images Investment Thesis I rate Liberty Energy with a Buy, with an advice to accumulate stocks around the $30-$35 levels. The company is the second biggest player in the frac business in North America, with a good technological moat in its on-field equipment composed by DigiFleet and DigiPrime. The stock has recovered from a 52-week low of $9.90 and it is experienci...
Susan Vineyard/iStock via Getty Images Investment Thesis I rate Liberty Energy with a Buy, with an advice to accumulate stocks around the $30-$35 levels. The company is the second biggest player in the frac business in North America, with a good technological moat in its on-field equipment composed by DigiFleet and DigiPrime. The stock has recovered from a 52-week low of $9.90 and it is experiencing a great momentum thanks to the expected price inflection in the frac business, announced by the management in the last earnings call, and to the Liberty Power Innovation (LPI) programme, which would position the company in the bigger and growing Power Infrastructure business, serving data-centers and hyperscalers. My blended price target for the stock, derived from a DCF and relative valuation is $42-$44/share, representing a good investment option for those investors who have at least a 12-18 months horizon. Business Overview Liberty Energy, Inc. ( LBRT ), with headquarters in Denver, is an important provider of hydraulic fracturing services and oilfield technologies. It was founded in 2011 by Chris Wright, who is now serving as US Secretary of Energy. In terms of services, the company is focused on the horizontal-well hydraulic fracturing, also known as frac. The whole process consists of providing oil companies with pumps, pipes, fuel systems, softwares and human capital to pump water, sand and chemicals underground at high pressures to materially creates cracks in rocks from which the oil companies can drill well for oil extraction. Liberty designs, performs and monitors the whole process with high horsepower equipment of 65,000-100,000 hp per each fleet. The distinguishing characteristic of the company is its proprietary technology consisting of DigiFleet and DigiPrime, which are platforms fuelled with 100% natural gas operating with variable speed , controlled by a software, in the whole fracturing process. Practically, DigiPrime pumps replace diesel electric equip...