Asian and European buyers of liquefied natural gas are chasing the limited number of cargoes still available from US suppliers after the world’s largest LNG plant in Qatar was shut out of the market by the war in Iran. Importers from Japan and Germany are among those in discussions with US LNG companies to buy more of the fuel, particularly for short-term delivery, according to people familiar wit...
Asian and European buyers of liquefied natural gas are chasing the limited number of cargoes still available from US suppliers after the world’s largest LNG plant in Qatar was shut out of the market by the war in Iran. Importers from Japan and Germany are among those in discussions with US LNG companies to buy more of the fuel, particularly for short-term delivery, according to people familiar with the situation who asked not to be because the information is private. The early-stage talks, happening during the CERAWeek by S&P Global conference in Houston, highlight how the attacks on the Ras Laffan plant that knocked about a fifth of global supply offline have stretched worldwide LNG supplies like never before. That presents US LNG producers who were already well positioned with a chance to take some long-term market share from their biggest rival: Qatar. Yet there isn’t much spare US LNG to go around. The majority of producers on the Gulf Coast are running their plants at near capacity, and much of their supply is already under long-term contract. “The incremental LNG supply in a very constrained market is going to be bid up between Asia and Europe,” said Balaji Krishnamurthy, Chevron’s Australia upstream chief during a panel Tuesday. The US is the world’s largest LNG exporter, producing more than 116 million metric tons a year in 2025, according to data compiled by Bloomberg. Qatar was the third-largest exporter before the start of the war. The United Arab Emirates also produces about 4.5 million tons a year. With the effective closure of the Strait of Hormuz, much of the Mideast LNG supply is now cutoff from the market. And because buyers can only hold a limited amount of the fuel, importing countries such as Japan depend on a steady stream of delivered cargoes. Japan holds just 21 days’ worth of gas inventories, compared with 250 days of oil stockpiled, said Takehiko Matsuo, vice minister for Japan’s ministry of economy, trade and industry known as METI, during ...
Earnings Call Insights: GCT Semiconductor Holding, Inc. (GCTS) Q4 2025 Management View John Schlaefer, President, CEO & Director, noted that 2025 was a pivotal year as the company transitioned from development to commercialization of its 5G chipset: "After the launch of sampling with lead customers in June, in the fourth quarter, we shipped more than 1,900 5G chipsets for commercial use. These shi...
Earnings Call Insights: GCT Semiconductor Holding, Inc. (GCTS) Q4 2025 Management View John Schlaefer, President, CEO & Director, noted that 2025 was a pivotal year as the company transitioned from development to commercialization of its 5G chipset: "After the launch of sampling with lead customers in June, in the fourth quarter, we shipped more than 1,900 5G chipsets for commercial use. These shipments represent early commercial volumes that support initial deployments and/or customer testing programs and mark the continued progress toward our broader production ramp." Schlaefer highlighted the live network launch by Gogo, powered by GCT’s 5G chipset, as a significant milestone: "This milestone validates the performance and reliability of our 5G platform in one of the most demanding wireless connectivity environments." A major new licensing agreement was signed with a leading satellite communications provider, enabling GCT’s 4G and 5G chipsets to integrate into user equipment for global satellite and terrestrial connectivity, with shipments for this program expected to begin in the second half of 2026. GCT announced a partnership with Skylo for chipset and module certification aimed at expanding global satellite connectivity for IoT devices. The company entered into a $20 million convertible note facility, with an initial $1 million advance, to support working capital, production readiness, and strategic growth initiatives. Fong Cheng, Chief Financial Officer, stated, "total revenue in the fourth quarter increased 76% sequentially from the third quarter, demonstrating early momentum as our 5G programs begin contributing to the top line." Cheng added, "Our gross margin for the year ended December 31, 2025, was negative. This primarily reflects the current level of product revenue, which is not yet sufficient to fully absorb our production overhead costs." Outlook Schlaefer emphasized, "We expect this momentum to continue generating sequential growth in 5G chipset sh...
Ivan Pantic/iStock via Getty Images In May 2024, the old Lions Gate Entertainment sold a ~12% stake in Lionsgate Studios Corp. ( LION ) to a SPAC for $10/share. In May 2025, Lions Gate distributed to shareholders one share of LION for every share of Lions Gate Entertainment they held. LION owns the movie and television production studios as well as the over 20,000-title film and television library...
Ivan Pantic/iStock via Getty Images In May 2024, the old Lions Gate Entertainment sold a ~12% stake in Lionsgate Studios Corp. ( LION ) to a SPAC for $10/share. In May 2025, Lions Gate distributed to shareholders one share of LION for every share of Lions Gate Entertainment they held. LION owns the movie and television production studios as well as the over 20,000-title film and television library, which includes John Wick, Hunger Games, Twilight, Now You See Me, Knives Out, Mad Men, Ghosts, etc. Since the spin, LION has traded as low as $5.55 and as high as $11.02 recently, but generally below that $10 investment by the SPAC. Importantly, after the May 2025 spin, Liberty Strategic Capital (led by former Treasury Secretary Steve Mnuchin) increased its stake to 12.6% via open-market purchases. I believe these actions were one reason the company adopted a poison pill that expires in May of this year. Liberty bought more shares in Q3 to bring his stake to 12.94%, and in January, he entered into a standstill arrangement whereby he would not buy more than 17.5% of the company for one year, and Mnuchin was named to the Board of Directors . MHR, run by former Lions Gate Chairman Mark Rachevsky, owns 12.97%. Rachevsky is no longer on the board. I first started looking at LION during the split from STRZ. (I wrote about STRZ for subscribers of my Investing Group service.) The Warner Brothers ( WBD ) saga refocused my attention on LION, specifically the value of its library . In my opinion, while Netflix ( NFLX ) and Paramount ( PSKY ) found WBD's production assets and the HBO Max streaming service valuable, a major draw was the purported 8,500 title movie and 50,000 television titles (over 5,000 separate series) in the television library. These include Warner Bros., HBO, Turner Entertainment (including pre-1986 MGM and other classics), New Line, Castle Rock, Hanna-Barbera, and others. In an age where content is king, this library is a huge prize, one PSKY is willing to pay ov...
VANCOUVER, British Columbia, March 25, 2026 (GLOBE NEWSWIRE) -- Liberty Gold Corp. (TSX:LGD; OTCQX:LGDTF) ("Liberty Gold" or the “Company”), is pleased to announce its financial and operating results for the fiscal year ended December 31, 2025. All amounts are presented in United States dollars unless otherwise stated.
VANCOUVER, British Columbia, March 25, 2026 (GLOBE NEWSWIRE) -- Liberty Gold Corp. (TSX:LGD; OTCQX:LGDTF) ("Liberty Gold" or the “Company”), is pleased to announce its financial and operating results for the fiscal year ended December 31, 2025. All amounts are presented in United States dollars unless otherwise stated.
felixmizioznikov/iStock via Getty Images (Note: This is a Canadian Producer That Reports Using Canadian Dollars Unless Otherwise Noted.) Yangarra Resources Ltd. ( YGRAF ) changed bottom hole pumps to roughly double the well production of oil and gas. A double at really no extra cost is every bit as good as a discovery, in my opinion, as long as the new idea holds up long-term (which currently look...
felixmizioznikov/iStock via Getty Images (Note: This is a Canadian Producer That Reports Using Canadian Dollars Unless Otherwise Noted.) Yangarra Resources Ltd. ( YGRAF ) changed bottom hole pumps to roughly double the well production of oil and gas. A double at really no extra cost is every bit as good as a discovery, in my opinion, as long as the new idea holds up long-term (which currently looks to be the case). Yangarra Resources Production Effect Of New Bottom Hole Pump (Yangarra Corporate Presentation March 2026) As shown above , the new pump is having a big effect on initial production. Now the key will be to see if the typical curve holds up at a higher level. Should that prove to be the case, this idea could prove to be a major cash flow enhancement. Previous Article The last article noted the challenges of making debt progress when the transition to going concern never quite completed. Now this company got a lot further along than was the case with some competitors I also follow. But it became quite a challenge when the debt rules changed “overnight.” But sufficient production to become a healthy, growing company was still a few years down the road for this company. The current discovery could change that quickly. As the latest announcement noted, the company had been gathering acreage for a new play. The results so far are shown in the one slide shown before this comment. In terms of profitability, the capital dollars could go a lot further than they did in the past. Profitability Type Curves Note that the wells were definitely profitable before the new pump improved results even more. Yangarra Resources Belly River Economics And Type Curve (Yangarra Resources Corporate Presentation March 2026) Higher oil prices are also aiding this particular idea. The combination could lead to a very attractive situation at much lower prices. Not only that, but the capital dollars now buy a whole lot more profitability. Therefore, the slide above will likely change if t...
Manchester United fan Pernille Harder scored twice against her childhood club at Old Trafford as Bayern Munich gained a precious first-leg advantage in their Champions League quarter-final tie.
Manchester United fan Pernille Harder scored twice against her childhood club at Old Trafford as Bayern Munich gained a precious first-leg advantage in their Champions League quarter-final tie.