Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha More on SLB SLB: Cheap Valuation On Long-Term Fundamentals SLB: An Interesting Proposition SLB Q1 earnings preview: Earnings seen falling despite steady revenue growth SLB, Subsea7 to partner with Petronas on Suriname oil and gas projects Seeking Alpha’s Quant Rating on SLB
Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha More on SLB SLB: Cheap Valuation On Long-Term Fundamentals SLB: An Interesting Proposition SLB Q1 earnings preview: Earnings seen falling despite steady revenue growth SLB, Subsea7 to partner with Petronas on Suriname oil and gas projects Seeking Alpha’s Quant Rating on SLB
Investors will need to rest up ahead of next week’s bruising slate of corporate earnings, economic data, and central bank policy meetings. The took a breather on Thursday, falling around 30 points from its recent record high as global oil prices extended their weekly run of gains amid rising U.S.-Iran tensions and an unsteady truce in the broader Gulf region. “Markets are entering the final day of...
Investors will need to rest up ahead of next week’s bruising slate of corporate earnings, economic data, and central bank policy meetings. The took a breather on Thursday, falling around 30 points from its recent record high as global oil prices extended their weekly run of gains amid rising U.S.-Iran tensions and an unsteady truce in the broader Gulf region. “Markets are entering the final day of the trading week in a cautious mood as U.S.-Iran tensions show no signs of easing while the Strait of Hormuz remains essentially closed,” said Deutsche Bank’s global head of macro research Jim Reid.
Investors will need to rest up ahead of next week’s bruising slate of corporate earnings, economic data, and central bank policy meetings. The took a breather on Thursday, falling around 30 points from its recent record high as global oil prices extended their weekly run of gains amid rising U.S.-Iran tensions and an unsteady truce in the broader Gulf region. “Markets are entering the final day of...
Investors will need to rest up ahead of next week’s bruising slate of corporate earnings, economic data, and central bank policy meetings. The took a breather on Thursday, falling around 30 points from its recent record high as global oil prices extended their weekly run of gains amid rising U.S.-Iran tensions and an unsteady truce in the broader Gulf region. “Markets are entering the final day of the trading week in a cautious mood as U.S.-Iran tensions show no signs of easing while the Strait of Hormuz remains essentially closed,” said Deutsche Bank’s global head of macro research Jim Reid.
fcafotodigital/iStock via Getty Images Introduction and Thesis I am strongly bullish on Prenetics Global Limited ( PRE ), driven by a strategic shift to quarterly subscriptions, which has doubled customer value from $110 in 2025 to $233 in early 2026. In the recently released Q4 2025 , it also indicates this optimism by maintaining an 80% new customer subscription rate. This is mainly driven by it...
fcafotodigital/iStock via Getty Images Introduction and Thesis I am strongly bullish on Prenetics Global Limited ( PRE ), driven by a strategic shift to quarterly subscriptions, which has doubled customer value from $110 in 2025 to $233 in early 2026. In the recently released Q4 2025 , it also indicates this optimism by maintaining an 80% new customer subscription rate. This is mainly driven by its new product, IM8, which in 12 months achieved annualized recurring revenue of $120 million. It was possible because IM8 revenues in 2025 started at $581,000 in the first month and reached $10 million per month. For those who don’t know, IM8 is a health and wellness multivitamin by Prenetics, which provides a clinical-grade nutritional supplement with fruity flavors and bioactive vitamins. They are designed to boost resilience, energy, and longevity. The management reaffirms revenue guidance for FY2026 of $180 million to $200 million, with an ARR path of $250 million to $300 million by the end of 2026. If you take a midpoint revenue guidance of $190 million, that implies a possible revenue growth YoY of 105.65%. In my view, IM8 is a revenue machine that could drive Prenetics to a billion-dollar company for one reason. That consumers are increasingly curious, informed, and intentional in seeking food that supports mental clarity, longevity, and emotional well-being. Globally, around two-thirds of consumers take vitamins to supplement their diets. Right now, only 17% of consumers do not use any supplements. I think this is what is driving the global dietary supplement market from its current volume of $229.77 million to $507.35 million in 2035 at a CAGR of 9.2%. Now, let’s look at this from a deeper perspective and unravel why I believe IM8 warrants a bullish outlook for Prenetics. Company Brief Prenetics Global Limited provides advanced consumer health services internationally through IM8 wellness products. The company also provides Europa sports nutrition distribution and ...
Check out the companies making the biggest moves premarket: Intel — Shares nearly 27% after the chipmaker posted first-quarter earnings that beat Wall Street's expectations. Intel posted adjusted earnings of 29 cents per share on revenue of $13.58 billion, while analysts polled by LSEG had expected it to earn 1 cent per share on $12.42 billion in revenue. Intel's second-quarter forecast also was w...
Check out the companies making the biggest moves premarket: Intel — Shares nearly 27% after the chipmaker posted first-quarter earnings that beat Wall Street's expectations. Intel posted adjusted earnings of 29 cents per share on revenue of $13.58 billion, while analysts polled by LSEG had expected it to earn 1 cent per share on $12.42 billion in revenue. Intel's second-quarter forecast also was well above analysts' expectations. Procter & Gamble — The consumer goods giant popped more than 3% on better-than-expected results for the fiscal third quarter. Procter earned an adjusted $1.63 per share on revenue of $21.24 billion. Analysts polled by LSEG expected a profit of $1.56 per share on revenue of $20.5 billion. Advanced Micro Devices — Shares surged nearly 12% after investors gained renewed faith in the AI trade after Intel's earnings and the company got an upgrade from DA Davidson. The firm said Intel's big earnings are a pre-cursor for a big ramp up in the company's CPU business. Boyd Gaming — The gambling and hospitality stock slipped 6% after Boyd posted first-quarter adjusted earnings of $1.60 per share, below the $1.73 consensus from LSEG. Revenue of $997.4 million also fell short of the expected $1 billion. Performance was hurt by soft revenue at its Las Vegas business. SAP — The software stock popped almost 7% after the company earned $1.72 per share, excluding items, in its latest quarter, beating the expected $1.69, per LSEG. SAP cloud revenue rose 19%. The company's said its 2026 financial outlook is based on the assumption that the Middle East conflict will de-escalate. SLM — Shares added 1% after the student loan provider earned $1.54 per share, up from $1.40 per share a year ago. Sallie Mae also raised its full-year earnings guidance to between $3.10 and $3.20 per share, from a prior forecast of between $2.70 and $2.80 per share, which was above FactSet's $2.78 estimate. MaxLinear — The chipmaker's stock soared 38% after the company's first-quarter r...
ewg3D/E+ via Getty Images It has now been more than four months since the rains in Queensland halted operations at Glencore, Stanmore Resources, Coronado Global Resources and AMCI. Following this event, Australian ports had as many as 108 vessels waiting in queue , pushing Premium Low Volatility (PLV), the global benchmark, up to $237 per ton. In theory, it was an event of enough magnitude to have...
ewg3D/E+ via Getty Images It has now been more than four months since the rains in Queensland halted operations at Glencore, Stanmore Resources, Coronado Global Resources and AMCI. Following this event, Australian ports had as many as 108 vessels waiting in queue , pushing Premium Low Volatility (PLV), the global benchmark, up to $237 per ton. In theory, it was an event of enough magnitude to have dragged alternative producers globally into a positive upward trend, with the world’s largest exporter out of action. However, during this disruption, Hampton Roads High Volatility A (HVA) remained at $159. What reasons explain this differential? Raw material quality aside, because obviously that is one of the answers and, in my view, the easy one, I would rather explain what Alpha Metallurgical Resources’ ( AMR ) operations look like, meaning starting with the Central Appalachian Coal Basin in Virginia and West Virginia. One of the explanations I find is that, geologically, the deposits have narrower seams and are deeper than those in Queensland or the Rocky Mountains in Canada. www.alphametresources.com That means the dominant extraction method is underground mining, carried out through the room-and-pillar method, which is less efficient than longwalls, as it can only extract between 50%-60% of the coal, leaving the rest behind as pillars to support the roof. But beyond that, the type of coal extracted is mostly HVA and HVB, both below the top end of the market pricing scale. In my previous article on Warrior Met Coal ( HCC ), I discussed these concepts and how the strategy it is executing is another reason that helps explain the pricing differential, so I also recommend reading it to gain a broader view of all the players involved in this exciting game. Inside The Mines That said, I am now going to focus on the mining complexes currently operated by Alpha Metallurgical Resources. Right now, AMR’s production is based on four qualities, where 75% of the mix falls into HVA...
(RTTNews) - SLB N.V. (SLB), an oilfield services and technology company, on Friday reported its net income declined in the first quarter compared with the previous year due to Middle East disruptions that curtailed activity across key segments, along with margin compression and w
(RTTNews) - SLB N.V. (SLB), an oilfield services and technology company, on Friday reported its net income declined in the first quarter compared with the previous year due to Middle East disruptions that curtailed activity across key segments, along with margin compression and w
Dragos Condrea/iStock via Getty Images Investment Thesis I value Century Therapeutics ( NASDAQ: IPSC ) with a speculative buy rating. The company has undergone a pivotal restructuring in its pipeline, deprioritizing oncology programs in favor of autoimmune CAR cells and the innovative CNTY-813, treating Type 1 diabetes. The share price as of today is around $2.30-$2.40, while my rNPV valuation, in...
Dragos Condrea/iStock via Getty Images Investment Thesis I value Century Therapeutics ( NASDAQ: IPSC ) with a speculative buy rating. The company has undergone a pivotal restructuring in its pipeline, deprioritizing oncology programs in favor of autoimmune CAR cells and the innovative CNTY-813, treating Type 1 diabetes. The share price as of today is around $2.30-$2.40, while my rNPV valuation, integrated with a Monte Carlo simulation, positions the company’s stock price between $2.61 and $2.78, with a one-year target price slightly above the $3.00 levels. The investment in the stock is highly incentivized for risk-lover investors and for more risk-tolerant and biotech-aware investors that are looking for an optionality-driven stock with interesting right-skewed upsides. Business Overview Century Therapeutics is a biotech company performing in the clinical stage with headquarters in Philadelphia. The company successfully completed its IPO in June 2021, raising almost half a billion dollars of capital to fund the pre-clinical period and the Phase 1 activity. All the funding happened without the company having released a single patent and can be judged as one of the most successful biotech IPOs. Moreover, such funding is fundamental to understanding both the current financial dimension of the company and the scientific depth of the platform that Century has built. After Brent Pfeiffenberger became CEO of the company at the end of 2023, the company started taking significant actions on its portfolio composition; more specifically, three actions have been taken: The acquisition of Clade Therapeutics in April 2024, which was fundamental to adding a T-cell platform and CLDE-308/361 to the pipeline The termination of the ELiPSE-1 Phase 1 trial after the results obtained did not meet the internal thresholds A key pivot of the flagship program to CNTY-813, which we can define as a therapy for Type 1 diabetes All of these management decisions have been made under a single rat...
HJBC/iStock Editorial via Getty Images TotalEnergies ( TTE ) said Friday it has taken a final investment decision on the $1.2B Mirny onshore wind and battery energy storage system project in Kazakhstan , moving ahead despite ongoing legal disputes in the country. The Mirny project consists of a 1 GW onshore wind farm totaling 150 turbines, combined with a 600 MWh battery energy storage system; To...
HJBC/iStock Editorial via Getty Images TotalEnergies ( TTE ) said Friday it has taken a final investment decision on the $1.2B Mirny onshore wind and battery energy storage system project in Kazakhstan , moving ahead despite ongoing legal disputes in the country. The Mirny project consists of a 1 GW onshore wind farm totaling 150 turbines, combined with a 600 MWh battery energy storage system; TotalEnergies ( TTE ) will hold a 60% stake, with Kazakh state‑owned KazMunayGas and Samruk Energy each owning 20%. The project will be folded into a 50/50 Asian renewables partnership the company is forming with Emirati firm Masdar, allowing it to share investment costs. The final investment decision comes as TotalEnergies ( TTE ) contests a $4.6B environmental fine and a multibillion-dollar cost dispute linked to the giant Kashagan offshore oilfield in the Caspian Sea, which it operates in a consortium with several other firms. TotalEnergies' ( TTE ) decision to move forward contrasts with Shell ( SHEL ), a Kashagan consortium partner that has paused further investment in Kazakhstan because of the disputes. More on TotalEnergies TotalEnergies Discusses Sustainability and Climate Progress Report With Focus on Emissions Reduction and Decarbonization Initiatives Transcript TotalEnergies: Nearing Or At A Cyclic Peak (Rating Downgrade) TotalEnergies Has Future Growth Potential
More on Procter & Gamble Procter & Gamble: Management Said The Worst Is Over, But Q3 Earnings May Be Key Procter & Gamble: Solid Fundamentals, But Valuation Keeps Me On Hold Procter & Gamble: Earnings Next Week Can Spur A Rally Procter & Gamble Non-GAAP EPS of $1.59 beats by $0.03, revenue of $21.24B beats by $720M Procter & Gamble Q3 preview: comps easy but growth concerns linger
More on Procter & Gamble Procter & Gamble: Management Said The Worst Is Over, But Q3 Earnings May Be Key Procter & Gamble: Solid Fundamentals, But Valuation Keeps Me On Hold Procter & Gamble: Earnings Next Week Can Spur A Rally Procter & Gamble Non-GAAP EPS of $1.59 beats by $0.03, revenue of $21.24B beats by $720M Procter & Gamble Q3 preview: comps easy but growth concerns linger