Richard Drury/DigitalVision via Getty Images Don't follow the herd As an economics teacher and real estate investment trust (REIT) analyst, I love to teach my pupils about behavioral economics. Especially during my investment lessons on Friday afternoons. Many investors that hunt for ways to enhance or diversify their income stream find comfort in investing in real estate investment trusts. Invest...
Richard Drury/DigitalVision via Getty Images Don't follow the herd As an economics teacher and real estate investment trust (REIT) analyst, I love to teach my pupils about behavioral economics. Especially during my investment lessons on Friday afternoons. Many investors that hunt for ways to enhance or diversify their income stream find comfort in investing in real estate investment trusts. Investors buy into these publicly traded companies because of the dividends that these companies pay. Why not buy into the AI hype and go all-in on popular tech stocks that everyone seems to be running after? It is tempting to follow the herd and chase the never-ending bull run that big tech has returned in recent years. But here it is: You never know how high the market can go before it comes crashing down. Every week, someone new comes out to warn investors of a potential [AI] bubble forming . It is hard to turn away from inflated stocks that are just loved by the market, as illustrated by the big discrepancy between REITs ( VNQ ) and big tech ( NDAQ ). But it is important to not fall into the trap called "extrapolation bias." Thinking that current trends will follow a linear pathway into the future. You need to keep a cool head when it comes to investing. Because we are humans and therefore susceptible to our emotional response towards investing and market events, buying into monthly paying REITs can make a lot of sense. Let me tell you why. Seeking Alpha charts The hidden (psychological) advantage of getting paid every month When you buy into REITs - especially those that pay you every month - you get "rewarded" on a frequent basis. Something that is not always given enough credit. Receiving a monthly paycheck can give you the psychological idea that your investments are going fine. Every month you are "rewarded" for your patience in the stock market, no matter how bad things seem to be going on a macroeconomic level. Since investors have the tendency to panic-sell or trade w...
Earnings Call Insights: SunCoke Energy (SXC) Q1 2026 Management View "We're pleased with our performance in the first quarter, delivering consolidated adjusted EBITDA of $56.5 million, reflecting strong operational execution," said (CEO, President & Director Katherine Gates), while noting operational disruption: "As discussed on our fourth quarter 2025 earnings call, our coke plants were impacted ...
Earnings Call Insights: SunCoke Energy (SXC) Q1 2026 Management View "We're pleased with our performance in the first quarter, delivering consolidated adjusted EBITDA of $56.5 million, reflecting strong operational execution," said (CEO, President & Director Katherine Gates), while noting operational disruption: "As discussed on our fourth quarter 2025 earnings call, our coke plants were impacted by severe winter weather and the Middletown turbine failure." (CEO, President & Director Katherine Gates) framed capital returns and balance sheet priorities around cash generation: "Earlier today, we also announced a quarterly dividend of $0.12 per share... This is our 27th consecutive quarter announcing a dividend," and "We had strong operating cash flow generation of $72.7 million and ended the quarter with ample liquidity of $262 million." (CFO & Treasurer Shantanu Agrawal) summarized profitability and the key drivers: "Net loss attributable to SunCoke was $0.05 per share in the first quarter of 2026," and "The decrease was primarily driven by higher depreciation expense, the shutdown of our Haverhill 1 cokemaking facility, severe winter weather and the lower power sales due to Middletown turbine failure." (CEO, President & Director Katherine Gates) emphasized contracted positioning and integration execution: "As previously discussed, we are running at full capacity and sold out for the full year," and linked that to operating catalysts: "With the continued seamless integration of Phoenix, the resumption of power production at Middletown and continued strong operational execution, we are confident we will achieve full year 2026 consolidated adjusted EBITDA within our guidance range of $230 million to $250 million." Outlook (CEO, President & Director Katherine Gates) reiterated full-year consolidated profitability expectations: "We are confident that we'll be able to deliver full year consolidated adjusted EBITDA within our guidance range of $230 million to $250 million....
Earnings Call Insights: IMAX Corporation (IMAX) Q1 2026 Management view "With the heart of our formidable slate now rolling out, we remain very confident in our 2026 guidance, including a record $1.4 billion in global box office this year." (Executive VP & CFO Natasha Fernandes) "Project Hail Mary... has now earned more than $90 million in IMAX, more than double our initial projections." (Executiv...
Earnings Call Insights: IMAX Corporation (IMAX) Q1 2026 Management view "With the heart of our formidable slate now rolling out, we remain very confident in our 2026 guidance, including a record $1.4 billion in global box office this year." (Executive VP & CFO Natasha Fernandes) "Project Hail Mary... has now earned more than $90 million in IMAX, more than double our initial projections." (Executive VP & CFO Natasha Fernandes) "IMAX global box office in the current quarter-to-date is over $100 million, up over 10% year-over-year." (Executive VP & CFO Natasha Fernandes) "Year-to-date, we signed agreements for over 40 new and upgraded IMAX systems worldwide... most recently with our biggest deal ever in one of the most productive markets in the world, our 10-system agreement with HOYTS in Australia and New Zealand." (Executive VP & CFO Natasha Fernandes) "I'm happy to share that I'm making excellent progress, and I'm gradually resuming oversight of the business and involved in all key strategic decisions." (CEO & Director Richard L. Gelfond) Outlook "We remain very well positioned to achieve our 2026 guidance, including record global box office of $1.4 billion, 160 to 175 system installations worldwide and adjusted EBITDA margin... with at least 45%." (Executive VP & CFO Natasha Fernandes) "We remain confident in our forecast of total adjusted EBITDA margin of more than 50% in the coming year." (Executive VP & CFO Natasha Fernandes) "[T]here's always a mix between the regions of box office... and the amount that we're investing into marketing in this year... And so that's where the margins can ebb and flow." (Executive VP & CFO Fernandes) Financial results "First quarter adjusted net income grew 33% to $10 million, while adjusted EPS grew $0.17, up $0.04 year-over-year." (Executive VP & CFO Natasha Fernandes) "IMAX delivered revenues of $81.4 million, a decline of $5 million year-over-year, driven by decreased revenues in Greater China." (Executive VP & CFO Natasha Fer...
Earnings Call Insights: AXT (AXTI) Q1 2026 Management view "Revenue for the first quarter of 2026 was $26.9 million" and the mix skewed to indium phosphide, with "Indium Phosphide was $13.6 million, primarily from data center applications" (CFO Gary Fischer). "Non-GAAP gross margin was 29.9%" and management tied profitability progress to both volume and mix, with "Indium Phosphide was just a tad n...
Earnings Call Insights: AXT (AXTI) Q1 2026 Management view "Revenue for the first quarter of 2026 was $26.9 million" and the mix skewed to indium phosphide, with "Indium Phosphide was $13.6 million, primarily from data center applications" (CFO Gary Fischer). "Non-GAAP gross margin was 29.9%" and management tied profitability progress to both volume and mix, with "Indium Phosphide was just a tad north over 50% of total revenue" (CFO Fischer). "Last week, we completed a capital raise for $632.5 million in support of Tongmei's Indium Phosphide capacity expansion as well as R&D investment in new products like 6-inch Indium Phosphide" (CEO Morris Young). "We're planning to double our Indium Phosphide capacity again in 2027, with a new facility near our current one that we will be dedicated to Indium Phosphide wafer production" (CEO Young). "Our subsidiary, JinMei, has begun to refine high-purity Indium" and management said this provides "direct control of a guaranteed supply" of a key input (CEO Young). Outlook "As of today, we have approximately $34 million in revenue that can be realized in Q2" from orders "for which we either already have a permit to ship or for which an export permit is not required" (CFO Fischer). "We could see upside, even significant upside to this number in Q2, should we receive permits for additional orders" but "the timing for permit issuance is not predictable nor in our control" (CFO Fischer). "We expect to achieve profitability on both a GAAP and non-GAAP basis in Q2" with "non-GAAP net income...in the range of $0.06 to $0.08" and "GAAP net income...in the range of $0.05 to $0.07" (CFO Fischer). "We estimate share count for Q2 will be approximately 63.5 million shares" and "we expect that [OpEx] will be approximately $9.3 million in Q2 on a non-GAAP basis and approximately $10 million on a GAAP basis" (CFO Fischer). Financial results "Revenue for the first quarter of 2026 was $26.9 million" vs. "$23.0 million in the fourth quarter of 2025" ...
Earnings Call Insights: DMC Global (BOOM) Q1 2026 Management View “The macroeconomic challenges that persisted throughout 2025 carried into the first quarter and continued to pressure our construction, energy and industrial end markets,” said (CEO, President & Executive Chairman of the Board James O'Leary), adding, “In late February, the onset of the Middle East conflict intensified these headwind...
Earnings Call Insights: DMC Global (BOOM) Q1 2026 Management View “The macroeconomic challenges that persisted throughout 2025 carried into the first quarter and continued to pressure our construction, energy and industrial end markets,” said (CEO, President & Executive Chairman of the Board James O'Leary), adding, “In late February, the onset of the Middle East conflict intensified these headwinds, disrupting supply chains and international oil production while fueling raw material inflation, particularly for aluminum.” (CEO, President & Executive Chairman of the Board James O'Leary) reported Q1 consolidated sales of $135.6M and adjusted EBITDA attributable to DMC of $3.9M, while emphasizing performance “within our admittedly moderated expectation range.” (CEO, President & Executive Chairman of the Board James O'Leary) described Arcadia’s environment as “soft across both commercial and residential construction markets,” citing aluminum costs at “multiyear highs” and saying “a competitive bidding environment also continues to pressure pricing.” (CEO, President & Executive Chairman of the Board James O'Leary) said DynaEnergetics’ declines were driven by “lower product sales in North America, where well completion activity continued to decline and pricing remained competitive,” and added that “the conflict in the Middle East delayed customer shipments into that region.” (CEO, President & Executive Chairman of the Board James O'Leary) highlighted NobelClad’s backlog momentum: “Order backlog at the end of the first quarter increased 12% sequentially to $70.3 million, marking the highest level in more than 15 years,” while noting Q1 sales were affected by “the timing of large project shipments” and earlier tariff-related uncertainty. “First quarter adjusted net loss attributable to DMC was $5.7 million, while adjusted loss per share attributable to DMC was $0.28,” said (Chief Financial Officer Eric Walter), and added liquidity details including “cash and cash equivalents...
Singapore Prime Minister Lawrence Wong warned of bigger disruptions ahead as the country navigates a more uncertain global environment, from the Iran conflict to the rapid rise of artificial intelligence. “Jobs will change, some will disappear, and the pace of change will be faster than anything we have seen before,” he said in a May Day address on Friday, referring to the impact of new technologi...
Singapore Prime Minister Lawrence Wong warned of bigger disruptions ahead as the country navigates a more uncertain global environment, from the Iran conflict to the rapid rise of artificial intelligence. “Jobs will change, some will disappear, and the pace of change will be faster than anything we have seen before,” he said in a May Day address on Friday, referring to the impact of new technologies. Wong paired the caution with a note of reassurance, saying Singapore’s economic transition will create new and better jobs, even if some existing roles cannot be preserved. “We may not be able to protect every job, but we will protect every worker,” he said. The remarks come as the government tries to balance embracing technologies like AI with addressing the needs of a rapidly aging workforce, after rolling out a budget this year focused on upskilling citizens and reinforcing social safety nets. Wong said Singapore will make sure the benefits of AI are shared by all, adding that it plans to better connect skills training with job matching. Part of the government’s approach emphasizes strengthening Singapore’s tripartite model, bringing together unions, employers and the state to manage wage pressures and maintain labor market flexibility. Recent policies are aimed at helping workers cope with higher living costs and structural shifts in the economy, including targeted wage support and efforts to improve job matching. Authorities have also tightened foreign workforce rules by raising minimum qualifying salaries, coupled with increased support for mid-career workers seen as more vulnerable to disruption from technology and global competition. Middle East Crisis Wong used his speech to warn about risks from the Iran war, saying shortages of more goods may emerge. Even if the Strait of Hormuz reopens, a return to normal will take time as damaged infrastructure is repaired, routes are cleared and confidence is restored. That process could take months, he said, adding that p...
JHVEPhoto/iStock Editorial via Getty Images The Thesis: A Buy Rating, Yet Again Of the recent onslaught of bank earnings, I picked one bank to cover today, as it has been a regular coverage of mine on Seeking Alpha over the last few years. Bank of New York Mellon ( BK ), which is not only a major custodian bank and asset manager but also active in other segments like wealth advisory, beat its earn...
JHVEPhoto/iStock Editorial via Getty Images The Thesis: A Buy Rating, Yet Again Of the recent onslaught of bank earnings, I picked one bank to cover today, as it has been a regular coverage of mine on Seeking Alpha over the last few years. Bank of New York Mellon ( BK ), which is not only a major custodian bank and asset manager but also active in other segments like wealth advisory, beat its earnings estimates on Apr. 16th, now 4 quarters in a row. BK has been one of my best-performing bullish ratings on this site, up around +230% since my buy rating in May 2023 , and also up since my subsequent follow-up articles and my bullish view in February. Some factors that continued to drive my confidence were a compelling dividend case, organic growth drivers, and resilience through many market cycles in recent decades. In fact, another financial site reported in April that Truist Securities also reiterated its buy rating on BK, as well as raising its price target. So, today's follow-up will cover the following 8 topics: BK - rating worksheet (author) My updated thesis actually keeps confirming more of the same, even after the Q1 earnings results, which actually strengthened my prior bullish ratings even more. This bank could benefit from resilient equity markets and client activity, organic growth, strong margins, an A-level credit rating, and a compelling dividend growth story that could keep attracting dividend investors to this stock. These positives outweigh some headwinds like a more muted upside forecast this time and overvaluation; however, the technical chart patterns also keep reinforcing the bullish thesis too. Macroeconomic Factors macro factors (author) In this first section to kick things off, I identified three macro factors to consider and am modestly bullish in this section. When considering what macro factors could most impact this sector, I thought about the unique niche that BK is in, and so I think factors like rising equity markets, demand for wealth ...
Drazen_/E+ via Getty Images For the second time in the last week, I have stumbled across an ETF that invokes the name of Benjamin Graham, the father of value investing in the US. The first occasion led me to analyze the Cambria Global Value ETF ( GVAL ). The fund produced a return of almost 56% in 2025, without the addition of dividends. As I noted in my article, GVAL is rather unique in its stock...
Drazen_/E+ via Getty Images For the second time in the last week, I have stumbled across an ETF that invokes the name of Benjamin Graham, the father of value investing in the US. The first occasion led me to analyze the Cambria Global Value ETF ( GVAL ). The fund produced a return of almost 56% in 2025, without the addition of dividends. As I noted in my article, GVAL is rather unique in its stock selection, as a majority of its holdings come from emerging markets. Claiming to follow in the footsteps of Graham and his Columbia colleague David Dodd, the fund first identifies the cheapest markets and then uses time-tested value metrics like price-to-book, price-to-cash flow, and EV/EBITDA to choose the most undervalued stocks from those discounted countries. The First Eagle Overseas Equity ETF ( FEOE ) also applies the teachings of Graham to identify foreign companies that are trading at a discount to their intrinsic value . This is done through analysis of the companies’ balance sheets, cash flow valuation, and market share. The companies that make the cut are those that may have temporarily disappointed investors with their recent earnings reports, belong to sectors that may have fallen out of favor, or operate in countries that have been overlooked by the broader market. Unlike GVAL, developed markets are most widely represented in the holdings for this fund. While FEOE was not able to produce quite the same results as GVAL in the past year , the fund did place near the top of its foreign large-cap blend peers and seems to be off to a good start in 2026. Whereas an investment in the Cambria Global Value ETF would come with the added risks of exposure to emerging markets, FEOE may be more appropriate for investors who want the security of developed economies while still adhering to the value principles from the legendary US investor. The fund’s short history and its active management style are the only things keeping me from advocating greater enthusiasm to buy the ...
Congress Passes 45-Day Extension Of FISA Section 702, Sending It To Trump's Desk Authored by Joseph Lord via The Epoch Times (emphasis ours), President Donald Trump on Thursday signed a bill to extend a spying authority of Section 702 of the Foreign Intelligence Surveillance Act (FISA) for 45 days as congressional debate on the controversial measure continues. The U.S. Capitol building on April 29...
Congress Passes 45-Day Extension Of FISA Section 702, Sending It To Trump's Desk Authored by Joseph Lord via The Epoch Times (emphasis ours), President Donald Trump on Thursday signed a bill to extend a spying authority of Section 702 of the Foreign Intelligence Surveillance Act (FISA) for 45 days as congressional debate on the controversial measure continues. The U.S. Capitol building on April 29, 2026. Madalina Kilroy/The Epoch Times Both chambers of Congress raced to pass the short-term measure earlier Thursday after the Senate declined to take up a House-passed bill to extend the deadline until 2029. The House passed the “clean” extension, without reforms, which punts the deadline from April 30 to June 12, in a 261–111 vote. It was passed under a suspension of the rules, meaning it relied on Democratic support to pass. However, opposition to the measure was also bipartisan, with 26 Republicans joining 85 Democrats in casting a “No” vote. The measure’s passage and signature into law came just hours before the critical—but contentious—power was due to expire. The 45-day extension was proposed and passed by the Senate earlier on Thursday after it became clear that a three-year extension passed by the House the night before couldn’t pass the Senate before the midnight deadline. Section 702 allows U.S. intelligence agencies to collect emails, phone calls, texts, and other communications of foreign nationals located outside the United States for national security purposes, such as tracking terrorism, espionage, or weapons proliferation, without obtaining an individualized warrant. However, the data of Americans who communicate with these foreign targets can be incidentally gathered and is available to U.S. intelligence without a warrant—a “backdoor search” loophole that has come under criticism by privacy advocates. Trump, despite his current support for a clean reauthorization of the power, has acknowledged his experience with the law in the past. In a post on Truth ...
千呼万唤始出来的LABUBU冰箱在4月30日晚正式发售,正如预期中的火爆一样,该款冰箱发售即售罄,再次验证了LABUBU这一IP的强大吸引力。 作为泡泡玛特跨界布局家电领域的首款产品,THE MONSTERS生活家系列冷藏箱分为Home款和House of the Monsters款两个版本,均采用全球限量发售策略,每款仅999台,统一售价5999元。每台产品均配备唯一限定编号。 二手市场的价格更...
千呼万唤始出来的LABUBU冰箱在4月30日晚正式发售,正如预期中的火爆一样,该款冰箱发售即售罄,再次验证了LABUBU这一IP的强大吸引力。 作为泡泡玛特跨界布局家电领域的首款产品,THE MONSTERS生活家系列冷藏箱分为Home款和House of the Monsters款两个版本,均采用全球限量发售策略,每款仅999台,统一售价5999元。每台产品均配备唯一限定编号。 二手市场的价格更加能证明LABUBU冰箱的火爆程度。 蓝鲸新闻记者4月30日晚查询发现,在得物App上,LABUBU冰箱的转售报价已达到19999元,与官方发售价5999元相比,溢价14000元。 不过,经过一晚的发酵,二手市场对于LABUBU冰箱的狂热已经渐趋冷静,一夜回落超1万元。 5月1日蓝鲸新闻记者查询发现,LABUBU冰箱的二手市场价已经大幅回落。其中得物app上,目前价格区间为7399-8988元,不过成交量颇为可观,发售12小时左右售出60件。 千岛app上在售产品价格均在7000元以下,成交均价在6400元左右,较原价溢价500元左右。 泡泡玛特做家电其实并不突然,近两年从珠宝到甜品,泡泡玛特一直在进行各种跨界尝试,延长IP产业链。 2025年6月13日,泡泡玛特旗下独立珠宝品牌popop全球首店在上海港汇恒隆广场开业。泡泡玛特创始人王宁在现场就曾表示:“我们其实一直也希望能够通过不同的品类去拓展更多的可能性,珠宝是我们一直在尝试的非常重要的品类。”在首饰品牌popop之后,泡泡玛特还推出了甜品品牌POP BAKERY,将IP融入甜品装饰中。从“入口”的甜品到“上身”的珠宝,再到“入住”的家电,泡泡玛特正在将IP深度渗透到用户衣食住行的方方面面。 不过值得注意的是,家电属于低频大件消费品,LABUBU冰箱牵涉售后、维修、品控等此前泡泡玛特鲜少直接面对的工业链条。 对于目前的泡泡玛特而言,这些跨界都并非传统意义上布局新产业,而是将传统消费品作为IP表达的新载体。同一个IP,可以在多个品类中反复变现,不断延长着IP的生命周期与商业价值。不过据证券时报,知情人士称:“家电从业绩的角度来看,短期内对泡泡玛特业绩增量不会有太大影响。” 这意味着,故事没有发生变化,摆在泡泡玛特面前的题目依然是如何创造下一个LABUBU、星星人。
Editor's note: Seeking Alpha is proud to welcome Bern Lake Investor as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access. Click here to find out more » JHVEPhoto/iStock Editorial via Getty Images Background Sutro Biopharma ( STRO ) is a South San...
Editor's note: Seeking Alpha is proud to welcome Bern Lake Investor as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access. Click here to find out more » JHVEPhoto/iStock Editorial via Getty Images Background Sutro Biopharma ( STRO ) is a South San Francisco-based company developing antibody drug conjugates (ADCs) for various cancers. Sutro Biopharma has had management turnover and a recent reverse stock split (1-for-10) to stay compliant with NASDAQ listing requirements, reducing the outstanding common stock from approximately 85,193,912 shares to approximately 8,519,392. This was the result of operational restructuring , cutting approximately one-third of its employees and announcing a management transition where the former CEO, Bill Newell, transitioned from the company in order to meet the milestones for STRO-004, a next-generation Tissue Factor (TF)-targeting exatecan ADC, and the initiation of clinical studies for at least one of Sutro's additional ADC programs. Operational Restructuring As a result of this restructuring, the President and Chief Operating Officer, Jane Chung, stepped into the role of Chief Executive Officer with a compensation package of $675,000 effective as of the Newell Separation Date, (ii) be eligible to earn a target bonus of 60% of her base salary, and (iii) be granted an award of 620,000 stock options and an award of 310,000 restricted stock units, both awards to be granted at the time of the Company's annual 2025 refresh equity grants. The Company also entered into a Separation and Transition Agreement with its Chief Financial Officer and Chief Medical Officer during this time. The Chief Scientific Officer, Hanspeter Gerber, was announced by the previous CEO, Bill Newell, in September of 2023 with an offer letter agreement on August 28, 2023 , detailing an annual salary of $500,000, a ...
(RTTNews) - The Australian stock market is maintaining its early gains in mid-market moves on Friday, snapping an eight-session losing streak, following the broadly positive cues from Wall Street overnight. The benchmark S&P/ASX 200 is moving up to near the 8,750 level, with gain
(RTTNews) - The Australian stock market is maintaining its early gains in mid-market moves on Friday, snapping an eight-session losing streak, following the broadly positive cues from Wall Street overnight. The benchmark S&P/ASX 200 is moving up to near the 8,750 level, with gain
statu-nascendi/iStock via Getty Images Welcome to the Nickel Miners News for April. The past month saw nickel prices move sharply higher. Nickel price news As of April 30, the nickel spot price was USD 19,260/t , sharply higher from USD 17,224/t last month. Nickel inventory at the London Metals Exchange [LME] was slightly lower the past month at 277,518 tonnes (281,574 tonnes last month). Nickel s...
statu-nascendi/iStock via Getty Images Welcome to the Nickel Miners News for April. The past month saw nickel prices move sharply higher. Nickel price news As of April 30, the nickel spot price was USD 19,260/t , sharply higher from USD 17,224/t last month. Nickel inventory at the London Metals Exchange [LME] was slightly lower the past month at 277,518 tonnes (281,574 tonnes last month). Nickel spot price 10 year chart - Current price = USD 19,260/t ( source ) Trading Economics Nickel demand v supply chart Carbon Credits forecasts a nickel oversupply to 2030, then growing deficits from 2030-2035 (as of May 2025) ( source ) Carbon Credits Trend Investing v IEA demand forecast for EV metals (Trend Investing) ( IEA ) Trend Investing & the IEA Lithium & Nickel are the two 'high importance to energy' critical materials in the medium term (2025-2035) ( source - page 29) DoE Nickel Market News On April 3 Discovery Alert reported : Structural factors reshaping global nickel market dynamics...The nickel market structural factors are experiencing transformation driven by the convergence of supply management strategies, input cost inflation, government intervention, and institutional capital reallocation. In April Trading Economics commented : Nickel futures traded above $19,450, marking a near two-year high as supply disruptions and tightening raw material availability reinforced bullish momentum in the market. Prices were underpinned by mining quota cuts in Indonesia, which have constrained ore supply and raised concerns over feedstock availability for downstream processors. In addition, a sulfur shortage linked to disruptions in the Strait of Hormuz added further pressure by raising processing costs for nickel intermediates and tightening output conditions beyond the mining stage. On April 23 Seeking Alpha reported : Commodities: Oil moves higher as peace talks look shaky...The International Nickel Study Group estimates the market will swing to a 32kt deficit in 2026 , fro...
Speculative reports say Amazon is considering relaunching the reality show once hosted by the US president, with his eldest son floated as a possible host Get our weekend culture and lifestyle email Amid speculative reports that Donald Trump Jr is being considered by Amazon to lead a reboot of The Apprentice, he’s already received a slightly muted endorsement from the reality show’s former host: h...
Speculative reports say Amazon is considering relaunching the reality show once hosted by the US president, with his eldest son floated as a possible host Get our weekend culture and lifestyle email Amid speculative reports that Donald Trump Jr is being considered by Amazon to lead a reboot of The Apprentice, he’s already received a slightly muted endorsement from the reality show’s former host: his father. The Wall Street Journal reported on Wednesday that Amazon was considering rebooting The Apprentice, which was hosted by the now US president Donald Trump between 2004 and 2015, for its streaming service Prime Video. Sign up for the fun stuff with our rundown of must-reads, pop culture and tips for the weekend, every Saturday morning Continue reading...