Russia is seeking to leverage a global natural gas supply crunch to lure energy-starved South Asia into purchasing shipments from its US-sanctioned facilities, according to people familiar with the matter. The shipments were being offered at a 40 per cent discount to spot prices last week via little-known intermediary companies based in China and Russia, said the people, who asked not to be named ...
Russia is seeking to leverage a global natural gas supply crunch to lure energy-starved South Asia into purchasing shipments from its US-sanctioned facilities, according to people familiar with the matter. The shipments were being offered at a 40 per cent discount to spot prices last week via little-known intermediary companies based in China and Russia, said the people, who asked not to be named as they were not authorised to speak to the media. The sellers said that they could provide...
Calfrac Well Services ( CFW:CA ) ( CFWFF ) Thursday announced the appointment of Scarlett Crockatt as the company’s new CFO, effective April 9, 2026. Crockatt succeeds Mike Olinek , who is retiring from the company. Crockatt has advised boards and management teams on capital allocation, mergers and acquisitions, liquidity management, and risk oversight across multiple sectors. More on Calfrac Well...
Calfrac Well Services ( CFW:CA ) ( CFWFF ) Thursday announced the appointment of Scarlett Crockatt as the company’s new CFO, effective April 9, 2026. Crockatt succeeds Mike Olinek , who is retiring from the company. Crockatt has advised boards and management teams on capital allocation, mergers and acquisitions, liquidity management, and risk oversight across multiple sectors. More on Calfrac Well Services Ltd. Historical earnings data for Calfrac Well Services Ltd. Financial information for Calfrac Well Services Ltd.
wundervisuals/E+ via Getty Images Amid a lopsided and choppy stock market this year, the best thing for investors to be is active market-watchers. Valuations and fundamental stories are changing rapidly, which makes it necessary for us to adjust our positions and monitor more closely. YETI ( YETI ), the consumer products company that is best known for its lineup of hard coolers and drinkware, is a...
wundervisuals/E+ via Getty Images Amid a lopsided and choppy stock market this year, the best thing for investors to be is active market-watchers. Valuations and fundamental stories are changing rapidly, which makes it necessary for us to adjust our positions and monitor more closely. YETI ( YETI ), the consumer products company that is best known for its lineup of hard coolers and drinkware, is a company on which I’m growing more positive. Since the start of the year, shares of YETI have fallen ~20%, interrupting a fierce rebound rally that began last year. While I don’t think the stock is necessarily a "B uy" yet, multiples are looking more appealing, especially amid recent improvements in sales. Data by YCharts I last wrote a "Sell" article on YETI in January, when the stock was sitting at $47 per share. Since then, a number of factors have moved in a positive direction for YETI. First and foremost, valuation multiples have collapsed ~25%, and especially when we look forward to FY27 estimates, the stock is trading at a reasonably compelling P/E. Second, recent sales trends have improved, notably in international markets. With all of this factored in, I’m raising YETI back up to a "N eutral" rating. I believe it’s time to add this stock back to our watch lists, though there are still uncertainties on the horizon that need clarity before I can be fully bullish on this name. To me, at current share prices, YETI is a mixed bag of positives and negatives. On the bright side for this company: YETI’s brand reach is extending into expansive white space, especially overseas. International is a huge opportunity for YETI, with revenue growing at a high teens pace and still a relatively small contribution to the overall company at ~20% of sales. High margins for a consumer products company. YETI makes relatively heavy products in a quite competitive industry. Its high 50s/low 60s gross margin profile signals the substantial brand equity the company has built up and gives the...
Chesky_W/iStock via Getty Images Despite all of the big opportunities for eVTOLs and air taxis, Archer Aviation Inc. ( ACHR ) has recently slumped back to multi-year lows. The company now has multiple paths to launching services beyond key FAA certification. My investment thesis is ultra Bullish, with the stock back to $5 after a bad capital raise contributed to the irrational downside. Source: Fi...
Chesky_W/iStock via Getty Images Despite all of the big opportunities for eVTOLs and air taxis, Archer Aviation Inc. ( ACHR ) has recently slumped back to multi-year lows. The company now has multiple paths to launching services beyond key FAA certification. My investment thesis is ultra Bullish, with the stock back to $5 after a bad capital raise contributed to the irrational downside. Source: Finviz Moving Beyond FAA About a month ago, Archer’s partners in Texas, Florida, and New York were selected for the White House’s eVTOL Integration Pilot Program (eIPP), a major step toward bringing air taxis to market in the United States. The company announced expectations to begin operations with partners in those states by the 2H'26. While eIPP brings a pathway to starting operations in the U.S. for Archer Aviation, the company doesn't have aircraft to really start any significant operations. Management hasn't had any official conversations about the eIPP program since the government announcement. The FAA's eIPP program apparently approved proposals primarily from Archer Aviation, Joby Aviation ( JOBY ), and BETA Technologies ( BETA ). The FAA listed specific project details as the following examples in New York and Texas involving Archer. Source: FAA Along with the program in Abu Dhabi and the defense programs, Archer Aviation has several pathways to launching services without a binary outcome waiting on FAA certification. As operations get off the ground in New York, Florida, or the UAE, the FAA certification becomes less of a worry. The biggest issue in the short term is that Archer Aviation doesn't have the aircraft for any meaningful operations. Along with the Q4'25 earnings report, the company didn't discuss any updated plans on aircraft production. The company plans to ramp aircraft production to nearly 50 in 2026. The company won't announce Q1 results for another month, until mid-May, so the market won't hear more details about the financial impacts of the eIPP de...