Laurie H Argo, Director of Solaris Energy Infrastructure, Inc. (NYSE:SEI) , reported the sale of 5,200 shares of Common Stock for a transaction value of ~$379,000, according to a SEC Form 4 filing . Transaction value based on SEC Form 4 reported price ($72.88). * 1-year performance calculated using June 2, 2026 as the reference date. Continue reading
Laurie H Argo, Director of Solaris Energy Infrastructure, Inc. (NYSE:SEI) , reported the sale of 5,200 shares of Common Stock for a transaction value of ~$379,000, according to a SEC Form 4 filing . Transaction value based on SEC Form 4 reported price ($72.88). * 1-year performance calculated using June 2, 2026 as the reference date. Continue reading
Copper slumped, and other base metals fell, as caution swept through risk assets ahead of key US employment data that could shape expectations for Federal Reserve policy. After a strong start to this week — including copper’s second-highest close on record — metals have headed lower on concerns about the Middle East war and a retreat in technology stocks. The US jobs data due later Friday is expec...
Copper slumped, and other base metals fell, as caution swept through risk assets ahead of key US employment data that could shape expectations for Federal Reserve policy. After a strong start to this week — including copper’s second-highest close on record — metals have headed lower on concerns about the Middle East war and a retreat in technology stocks. The US jobs data due later Friday is expected to show a solid increase , which would bolster expectations for the Fed to raise rates in the next 12 months. Copper on the London Metal Exchange fell 1.2% to trade at $13,760 a ton by 11:10 a.m. Shanghai time, while aluminum and zinc both dropped 0.8%. The unresolved conflicts in the Middle East remain a major headwind for the global economy and metals demand. Progress toward a peace deal between the US and Iran has stalled this week after the Tehran-backed Hezbollah militia rejected a truce in Lebanon. “Even under our macro team’s base-scenario of gradual de-escalation in Middle East tensions by mid-to-late June, risks to metals demand remain skewed to the downside,” BMI, a Fitch Solutions company, wrote in an emailed note.
Nancy C. Ross/iStock Unreleased via Getty Images Summary OneSpaWorld Holdings ( OSW ) has true monopoly power with over 90% market share in cruise-related spa services and has seen its share price increase about 26% over the past 12 months. The primary growth driver, in my view, is continued global demand for cruise vacations and new ship builds. Unlike cruise companies, OSW operates on an asset-l...
Nancy C. Ross/iStock Unreleased via Getty Images Summary OneSpaWorld Holdings ( OSW ) has true monopoly power with over 90% market share in cruise-related spa services and has seen its share price increase about 26% over the past 12 months. The primary growth driver, in my view, is continued global demand for cruise vacations and new ship builds. Unlike cruise companies, OSW operates on an asset-light model with strong cash generation, share repurchases, dividends and low gearing. The company reported a strong set of 1Q26 earnings highlighted by stronger demand for higher priced med-spa services, internal efficiencies from AI, coupled with operating on more cruises on a yoy basis. This company may be unknown to many retail investors, as the last written report on Seeking Alpha was more than 1 year ago. Company background OneSpaWorld provides outsourced spa and wellness services mainly on cruise ships. The company runs an outsourced model providing services such as massages, facials, skincare treatments, hair, nail, beauty services, personal training/fitness classes, botox, aesthetic treatments along with wellness programs such as detox and nutrition. OSW also sells beauty products on the cruise through partnerships with major brands such as Good Feet and Elemis. The company operates an asset light model by recruiting, training, managing and supplying staff while providing operational logistics/services along with selling wellness products. Roughly 80% of the company's revenue is from services, with the other 20% from retail products. The cruise companies build the physical infrastructure on the ships, provide the customers through their passengers and conduct all of the spa marketing. OSW does operate 67 land-based spas, but the majority of its spa services are located on 24 cruise brands with 1,175 global ports of call per year . A port of call is when the cruise stops temporarily and where passengers can disembark for local visits. The business model is a fortress...