Acumen Pharmaceuticals ( ABOS ) filed to sell 10.83M shares of common stock for holders. This prospectus is not an offer to sell. Filing More on Acumen Pharmaceuticals Acumen targets ALTITUDE-AD Phase II readout in late 2026 while advancing EBD program with $36M funding Seeking Alpha’s Quant Rating on Acumen Pharmaceuticals Historical earnings data for Acumen Pharmaceuticals Financial information ...
Acumen Pharmaceuticals ( ABOS ) filed to sell 10.83M shares of common stock for holders. This prospectus is not an offer to sell. Filing More on Acumen Pharmaceuticals Acumen targets ALTITUDE-AD Phase II readout in late 2026 while advancing EBD program with $36M funding Seeking Alpha’s Quant Rating on Acumen Pharmaceuticals Historical earnings data for Acumen Pharmaceuticals Financial information for Acumen Pharmaceuticals
liu mingzhu/E+ via Getty Images Introduction Once again, and this time more severely , global oil and gas flows have been disrupted, and coal may come back to save the day. With around 17% of global LNG production trapped until the war is over and 3% offline for a few years due to infrastructure damage, Japanese, Korean, and European electricity plants will need to switch to coal to reduce costs o...
liu mingzhu/E+ via Getty Images Introduction Once again, and this time more severely , global oil and gas flows have been disrupted, and coal may come back to save the day. With around 17% of global LNG production trapped until the war is over and 3% offline for a few years due to infrastructure damage, Japanese, Korean, and European electricity plants will need to switch to coal to reduce costs or, in some cases, avoid blackouts. Thermal coal prices have risen from depressed levels and should provide the sector with higher margins and earnings for a few years, perhaps longer, as the world attempts to reduce conflict-zone risk in its energy supplies and ultimately moves toward clean nuclear energy and more renewables. Coal Price Parity As LNG supplies decrease and prices rise, power plants that use it to generate electricity may first switch to coal to reduce costs, which requires regulatory approval. Under this scenario, coal should trade at a discount to LNG parity. Today, with LNG prices around $20/MTU, high-grade thermal coal’s parity is around $152 on a caloric value basis. Many US coal companies have lower quality grades and compete with cheap natural gas. Australia generally has far higher grades and is closer to the Japanese/Korean markets, with lower transport costs. Europe may also switch to coal, but Poland has sufficient supplies that could meet demand. Nonetheless, if LNG is in deficit, then coal is the most likely to replace it in electricity generation, and the parity price may be reached. Created by author with data from Power Mag McCloskey Energy Price Spikes The Iran war and subsequent infrastructure damage and transport closure (Hormuz) drove oil and LNG prices up by over 80%, but coal is still up around 20%. The Ukrainian invasion led to a far greater spike in LNG and coal prices. The ratio of Coal to LNG, which is normally below 10x, reached 25x during the Ukrainian impact and is now approaching 15x. There seems to be room for higher LNG and coa...
It will take a positive reaction to the first-quarter sales estimates and SpaceX IPO news. Tesla stock needs to finish above $367.96 to snap a five-week losing streak. It’s the longest losing streak since January 2025, when shares fell for nine consecutive weeks.
It will take a positive reaction to the first-quarter sales estimates and SpaceX IPO news. Tesla stock needs to finish above $367.96 to snap a five-week losing streak. It’s the longest losing streak since January 2025, when shares fell for nine consecutive weeks.
Yuki Kondo/DigitalVision via Getty Images The rise in TTM Technologies ( TTMI ) since the 2025 lows is understandable when you look at the narrative that changed from a cyclical and low-margin PCB business to a leveraged play on two powerful themes that caught investors' attention – AI-driven data center infrastructure and defense spending. A look at the topline growth and improvements in operatin...
Yuki Kondo/DigitalVision via Getty Images The rise in TTM Technologies ( TTMI ) since the 2025 lows is understandable when you look at the narrative that changed from a cyclical and low-margin PCB business to a leveraged play on two powerful themes that caught investors' attention – AI-driven data center infrastructure and defense spending. A look at the topline growth and improvements in operating leverage are really visible but do not yet show a breakaway trend from the past. The transition is seriously underway, and TTMI has gained significant exposure to the emerging themes that have helped its rerating. But at the end of the day, it is that – a company in transition and executing well, but a stock where valuations are looking full and already underwrite a more complete structural transformation than what current fundamentals indicate. Embedded margin expectations can be reached purely through a mix and execution path, but more structural supporting factors like strong pricing power are not a given. Additionally, the business has a high capex requirement that could keep dragging margins. Overall, I see the current rally as an offshoot of the change in narratives rather than a major fundamental overhaul already made. The path is promising, but with little room for multiple reratings ahead, the asymmetry between execution risks and upside potential appears negatively skewed, supporting a Sell view that could see healthy corrections over the next few quarters. Real Transformation, But Quality Gaps Remain The transformation underway is undeniable. With ~80% of net sales tied to AI and defense already, this is not a future promise alone. What has this shift meant for the business in observable financial terms? The topline growth has shifted meaningfully from just about double-digit levels to over 20% on average over the past three quarters. This period has also coincided with improving operating margins, potentially pointing to leverage improvements. Revenue and YoY ...
JHVEPhoto/iStock Editorial via Getty Images CLS Stock Still Looks Promising On Its Dip My previous article on Celestica Inc. ( CLS ) was basically a preview research that helped me come to the conclusion that the firm was about to beat the consensus once again, which is usually a bullish catalyst. That's why I kept my rating unchanged back then. Historically, management's midpoints have been place...
JHVEPhoto/iStock Editorial via Getty Images CLS Stock Still Looks Promising On Its Dip My previous article on Celestica Inc. ( CLS ) was basically a preview research that helped me come to the conclusion that the firm was about to beat the consensus once again, which is usually a bullish catalyst. That's why I kept my rating unchanged back then. Historically, management's midpoints have been placed conservatively, and the strength of end markets, combined with solid operating leverage, has allowed CLS to exceed even the high ends. Therefore, it is more appropriate to compare the current consensus with Celestica management's most bullish Q4 targets - $3.575 billion in sales and $1.81 in EPS. Assuming a slight 2% beat to these high ends, Celestica could deliver a double beat of 4.48% in sales and about 4.89% in adjusted EPS. From my preview article on Celestica's results. The Q4 results came out in late January, and Celestica double-beat the consensus indeed, beating both top and bottom lines by 4.77% and 7.27%, respectively. Seeking Alpha, CLS's Earnings page I was pretty close to the top line beat expectations, but clearly underestimated the margins' sustainability, and so the EPS beat was way stronger than I anticipated initially. Anyway, the stock's price action hasn't improved even after this catalyst appeared—CLS is down by over 9% since my preview article was published, and it's down 7.52% on a YTD basis: Seeking Alpha, CLS's main page Despite these bearish moves and the price consolidation that just can't stop, I believe CLS still looks good for long-term buyers because the tailwinds I foresaw in my previous takes are valid to date, and in some cases, they've become even more obvious. Plus, the valuation reset looks healthy amid no forward earnings growth rate cuts from the market—investors are basically getting the same high-quality growth stock at a less expensive price, which is great to see. From all this, I think CLS should be rated as a “Buy”—the current...
Earnings Call Insights: LM Funding America (LMFA) Q4 2025 Management View Bruce Rodgers, Chairman, CEO & President, emphasized that "2025 was a transformational year for LM Funding. We entered the year as an early-stage vertically integrated miner with a single-owned site and a modest Bitcoin treasury. We exited as a multisite vertically integrated platform with a significantly larger treasury and...
Earnings Call Insights: LM Funding America (LMFA) Q4 2025 Management View Bruce Rodgers, Chairman, CEO & President, emphasized that "2025 was a transformational year for LM Funding. We entered the year as an early-stage vertically integrated miner with a single-owned site and a modest Bitcoin treasury. We exited as a multisite vertically integrated platform with a significantly larger treasury and a simplified capital structure and the operational foundation to support the next phase of our growth." He highlighted the completion of the Oklahoma site ramp-up, the acquisition of the 11-megawatt Columbus, Mississippi facility, and the growth of Bitcoin holdings to over 356 Bitcoin by year-end. Rodgers noted, "At December 31, our Bitcoin holdings were valued at approximately $31.2 million based on year-end Bitcoin prices, including the Bitcoin held by Galaxy compared to a market capitalization well below that level." Rodgers stated the focus for 2026 is to "grow production, improve efficiency and increase Bitcoin per share," with immersion expansion in Oklahoma and steady operations in Mississippi providing the "platform to grow production, improve efficiency and increase Bitcoin per share." Ryan Duran, President of US Digital & Mining Co and Vice President of Operations, reported that "we started with a single site in Oklahoma at approximately 560 petahash energized, and we exit with 2 wholly-owned sites, Oklahoma and Mississippi, totaling 26 megawatts of capacity and approximately 750 petahash energized across 22.5 megawatts at the end of the year, with further expansion continuing into Q1." He added that the new Mississippi site has "favorable power pricing of approximately $0.036 per kilowatt hour." Richard Russell, Chief Financial Officer, stated, "For the fourth quarter 2025, total revenue was $2.4 million, up 8.7% sequentially from Q3 and up 19% year-over-year." He explained, "Mining margin for the quarter was 25% compared to 49% in Q3 2025. The sequential declin...
SKYX Platforms ( SKYX ) filed for $200M mixed securities shelf. This prospectus is not an offer to sell. Filing More on SKYX Platforms SKYX projects deployment of over 1 million smart home units through major US and global initiatives in 2026 SKYX Platforms reports Q4 results Seeking Alpha’s Quant Rating on SKYX Platforms
SKYX Platforms ( SKYX ) filed for $200M mixed securities shelf. This prospectus is not an offer to sell. Filing More on SKYX Platforms SKYX projects deployment of over 1 million smart home units through major US and global initiatives in 2026 SKYX Platforms reports Q4 results Seeking Alpha’s Quant Rating on SKYX Platforms
It would be about double what oil prices are today. And the damage to the global economy would be unimaginable. The Trump Administration has admitted to itself that a game plan for this price is worth making. According to Bloomberg, “Trump administration officials are examining what a potential spike in oil prices as high as ... $200 Oil On Trump Radar
It would be about double what oil prices are today. And the damage to the global economy would be unimaginable. The Trump Administration has admitted to itself that a game plan for this price is worth making. According to Bloomberg, “Trump administration officials are examining what a potential spike in oil prices as high as ... $200 Oil On Trump Radar