vchal/iStock via Getty Images Uranium Energy ( UEC ) up 7.5% pre-market Wednesday after saying it received approval from the Texas Commission on Environmental Quality and commenced production at its Burke Hollow project, the first new U.S. in-situ recovery operation in more than a decade. The company now operates two active ISR platforms in the U.S. following recent capacity expansion approvals at...
vchal/iStock via Getty Images Uranium Energy ( UEC ) up 7.5% pre-market Wednesday after saying it received approval from the Texas Commission on Environmental Quality and commenced production at its Burke Hollow project, the first new U.S. in-situ recovery operation in more than a decade. The company now operates two active ISR platforms in the U.S. following recent capacity expansion approvals at its Christensen Ranch facility in Wyoming. Production from Burke Hollow will be processed at the Hobson Central Processing Plant, which holds a license to produce up to 4M lbs/year of uranium . " With two ISR operations now producing and our Ludeman ISR project planned for startup in 2027, we are building a scalable, multi-faceted platform supported by the largest uranium resource base in the United States," Uranium Energy ( UEC ) President and CEO Amir Adnani said. More on Uranium Energy Commodity Prices Improve, But Uranium Energy's Dilution Problems Continue To Mount Uranium Energy: Nuanced Potential For 2026 Uranium Energy Q2 2026 Earnings Call Presentation
A fire services company never conducted any on-site inspections before submitting 85 notices to shut down the hose reel system of a housing estate hit by Hong Kong’s deadliest blaze in decades, conceding that it acted as a “rubber stamp” to handle paperwork for the renovation contractor, an evidential hearing has been told. Separate testimony from a Fire Services Department official also noted tha...
A fire services company never conducted any on-site inspections before submitting 85 notices to shut down the hose reel system of a housing estate hit by Hong Kong’s deadliest blaze in decades, conceding that it acted as a “rubber stamp” to handle paperwork for the renovation contractor, an evidential hearing has been told. Separate testimony from a Fire Services Department official also noted that another contractor had failed to notify authorities after discovering that Wang Fuk Court’s fire...
Securitize announced Currenc Group ( CURR ) has tokenized its ordinary shares on both Ethereum and Solana. Tokenized shares aim to enable 24/7 trading, lower transaction costs, fractional ownership, and integration with decentralized finance systems. The company also proposed a reverse merger with Animoca Brands. Cantor Equity Partners II ( CEPT ) is planning a proposed business combination with S...
Securitize announced Currenc Group ( CURR ) has tokenized its ordinary shares on both Ethereum and Solana. Tokenized shares aim to enable 24/7 trading, lower transaction costs, fractional ownership, and integration with decentralized finance systems. The company also proposed a reverse merger with Animoca Brands. Cantor Equity Partners II ( CEPT ) is planning a proposed business combination with Securitize. More on Currenc Currenc Group receives Nasdaq notice over annual meeting compliance Financial information for Currenc
KNOT Offshore Partners ( KNOP ) declares $0.05/share quarterly dividend , in line with previous. Forward yield 1.99% Payable May 14; for shareholders of record April 27; ex-div April 27. See KNOP Dividend Scorecard, Yield Chart, & Dividend Growth. More on KNOT Offshore Partners Knot Offshore Partners LP Common: Focus On The Expected Recovery KNOT Offshore Partners LP Common Units (KNOP) Q4 2025 Ea...
KNOT Offshore Partners ( KNOP ) declares $0.05/share quarterly dividend , in line with previous. Forward yield 1.99% Payable May 14; for shareholders of record April 27; ex-div April 27. See KNOP Dividend Scorecard, Yield Chart, & Dividend Growth. More on KNOT Offshore Partners Knot Offshore Partners LP Common: Focus On The Expected Recovery KNOT Offshore Partners LP Common Units (KNOP) Q4 2025 Earnings Call Transcript KNOT Offshore Partners LP Common Units 2025 Q4 - Results - Earnings Call Presentation KNOT Offshore Partners reports Q4 results SA analyst upgrades/downgrades: NVDA, OKLO, KNOP, WULF
Greggory DiSalvo/iStock Editorial via Getty Images If you remember, I advised you not to do anything after Target Corporation ( TGT ) rose and delivered 12% returns in my previous coverage . I admit that I spoke both as an analyst and as an investor in this company as I suggested to existing investors not to sell their shares and to newcomers not to touch TGT yet. My view of its valuation paid off...
Greggory DiSalvo/iStock Editorial via Getty Images If you remember, I advised you not to do anything after Target Corporation ( TGT ) rose and delivered 12% returns in my previous coverage . I admit that I spoke both as an analyst and as an investor in this company as I suggested to existing investors not to sell their shares and to newcomers not to touch TGT yet. My view of its valuation paid off as the price reached my target price using the Dividend Discount Model. But of course, I realized I was a bit too early to downgrade it. And now that the market is becoming more volatile amid riskier external factors, I believe that it's essential to revisit this stock. Valuation and technicals now appear more synchronized as upside potential now appears limited. Target: Some Strengths Amid Challenges Macroeconomic volatility has remained intense in recent months. Although inflation has slowed down, it remains above the 2.0% Fed target. In addition, stubborn inflation means prices are still increasing. So, this also continues to squeeze purchasing power as well as pricing flexibility of businesses. Retailers like Target Corporation are not safe from these headwinds. If you look back to my previous coverages, it has experienced softer demand in many of its products/niches. Even in its most recent performance, the negative impact of softer discretionary spending was evident. In Q4 2025, its sales amounted to $30.4B, down by 1.5% YoY from $30.9B. This YoY decrease was the same as in my previous coverage, which means that TGT continued to grapple with sales recovery. The percentage decrease may only be a single digit, but $500M was still crucial for the company. The consolation is that this was slightly better than in H1 2025, as sales dropped by 1.9%. This can tell us that TGT was able to cope better with softer market conditions. If you look at its sales per segment, beauty and food and beverage increased, which partially offset the weakness in other product categories. Its ...
gremlin/E+ via Getty Images In February 2026, I issued a buy rating on Blue Owl Capital ( OBDC ). The main driver for my bullish view was a combination of a ~20% discount to NAV and solid fundamentals. Granted, the discount might be a signal about what lies ahead, but then again, looking at the underlying financial parameters of OBDC's portfolio, I simply could not find anything that would trigger...
gremlin/E+ via Getty Images In February 2026, I issued a buy rating on Blue Owl Capital ( OBDC ). The main driver for my bullish view was a combination of a ~20% discount to NAV and solid fundamentals. Granted, the discount might be a signal about what lies ahead, but then again, looking at the underlying financial parameters of OBDC's portfolio, I simply could not find anything that would trigger such enormous credit losses as the P/NAV implies. Let me be clear. In my view (and what I have outlined in my previous piece), OBDC deserves to be discounted but not to this extent. For example, high exposure to SaaS, ~10% PIK income, and bias towards the upper middle market segment might be something that would warrant a discount. Since the publication of my prior article on OBDC, the discount has widened by an incremental 4%, hitting a P/NAV of 0.75x. If we adjusted this for leverage, we would be talking about an embedded assumption that ~11% of OBDC's loan book is about to go bust. It is a 2-step process to arrive at this estimate: 1) I take OBDC's P/NAV discount of 25% (this reflects how discounted the equity position is), and 2) then I adjust for the leverage by dividing the P/NAV discount with the current debt-to-equity figure (i.e., discount/(1+D/E)) in order to get the asset-level discount. It is more than 2x of what BDCs reported at Q2 2020, which was a COVID-19 peak period (in non-accruals and at FV basis). Plus, for this discount to become fully justified (i.e., 11% of the loan book fully defaulting), the recovery rates should be zero, which, given the historical average of 45%, seems like a huge stretch. So, assuming a 45% recovery rate, ~20% of loans would have to go belly up for the discount to materialize. In a nutshell, this simple logic is a reason why I am bullish on OBDC. Namely, the scenario that has been priced in is too apocalyptic, and the fundamentals are not as bad as for, say, FS KKR Capital Corp ( FSK ) or BlackRock TCP Capital Corp ( TCPC ), whe...
Social Security is a critical source of income for many retirees, so it's important for seniors to keep up to date on any developments. Planning ahead can help retirees better understand what their budget and financial situation will look like in the future. That's why it's helpful to look at some upcoming Social Security changes that will be occurring in less than nine months. Here are some of th...
Social Security is a critical source of income for many retirees, so it's important for seniors to keep up to date on any developments. Planning ahead can help retirees better understand what their budget and financial situation will look like in the future. That's why it's helpful to look at some upcoming Social Security changes that will be occurring in less than nine months. Here are some of those changes to start getting ready for. Image source: Getty Images. Continue reading