Danone ( DANOY ) announced on Tuesday that it struck a deal to acquire Huel, which was described as a leading player in complete, nutritionally balanced meal solutions. Huel's complementary range, spanning various food forms including ready-to-drink and powders, is supported by best-in-class digital execution, strong digital direct-to-consumer sales, and a fan base in the UK, Europe, and the U.S. ...
Danone ( DANOY ) announced on Tuesday that it struck a deal to acquire Huel, which was described as a leading player in complete, nutritionally balanced meal solutions. Huel's complementary range, spanning various food forms including ready-to-drink and powders, is supported by best-in-class digital execution, strong digital direct-to-consumer sales, and a fan base in the UK, Europe, and the U.S. Huel's stated mission is to make nutritionally complete, convenient, sustainable food, which was noted to align closely with Danone's ( DANOY ) purpose of bringing health through food to as many people as possible. The company said the deal is in line with its “Renew Danone” strategy. The acquisition is anticipated to enhance Danone's ( DANOY ) presence in functional nutrition and extend its portfolio into the fast-growing complete nutrition space. Combining Huel with Danone's ( DANOY ) scale, capabilities, and global reach is expected to accelerate growth, innovation, and international expansion. The transaction remains subject to customary closing conditions, including regulatory approvals. "Combining their range and best-in-class digital capabilities with Danone’s global reach and deep nutritional expertise offers exciting opportunities into the new and fast-growing nutritionally complete space, in line with our Renew Danone strategy. We look forward to learning from one another and unlocking new opportunities and growth for both businesses," stated Danone ( DANOY ) CEO Antoine de Saint-Affrique. Shares of Danone ( DANOY ) were down 1.0% in Paris trading. More on Danone ADR Danone S.A. (DANOY) Q4 2025 Earnings Call Transcript Danone S.A. 2025 Q4 - Results - Earnings Call Presentation Danone: Defensive, Resilient... And Still Just A Hold Seeking Alpha’s Quant Rating on Danone ADR Historical earnings data for Danone ADR
Jacques Laurent/iStock via Getty Images Soon after the launch of the Epic Fury–Roaring Lion Operation, on March 2, 2026, QatarEnergy announced that it had halted liquefied natural gas (aka, LNG) production, sending gas prices in Europe and Asia soaring. The company said: Due to military attacks on QatarEnergy’s operating facilities in Ras Laffan Industrial City and Mesaieed Industrial City in the ...
Jacques Laurent/iStock via Getty Images Soon after the launch of the Epic Fury–Roaring Lion Operation, on March 2, 2026, QatarEnergy announced that it had halted liquefied natural gas (aka, LNG) production, sending gas prices in Europe and Asia soaring. The company said: Due to military attacks on QatarEnergy’s operating facilities in Ras Laffan Industrial City and Mesaieed Industrial City in the State of Qatar, QatarEnergy has ceased production of liquefied natural gas and associated products. Then, on March 18, 2026, Israel struck part of Iran’s South Pars Gas Field (Figure 1), a crucial source of natural gas for Iran, especially for its gas-fired power plants. In retaliation, Iran attacked natural gas facilities in Qatar. According to QatarEnergy CEO Saad Sherida al-Kaabi , the attacks damaged two out of 14 LNG-producing trains, causing $20 billion in damage. Qatar lost 12.8 Mtpa of LNG production, representing approximately 17% of its export capacity or 20% of global LNG supply, which " will take between three to five years to repair ". This forces the company to declare force majeure on long-term contracts for up to five years for LNG supplies to Italy, Belgium, Korea, and China. Fig. 1. Maps showing the South Pars-Qatar North gas field shared by Iran and Qatar, and the reliance of various economies on Qatari LNG, along with price charts of soaring TTF and subdued Henry Hub (Financial Times; Bloomberg; Seeking Alpha) In addition, “ No work is currently taking place on Qatar’s massive North Field expansion project, which could be delayed for more than a year, ” said Al-Kaabi. A delay of more than a year to the planned 49-65 Mtpa of new LNG production capacity would remove a major bearish factor that the market fears could push global LNG supply into surplus in 2027-2031. That means even if the Strait of Hormuz reopens in the next few months, Qatar will only be able to supply at most 64 Mtpa of LNG, with 12.8 Mtpa of capacity lost over the next three to five year...
sittisak monrittanupap/iStock via Getty Images Introduction Semtech ( SMTC ) recently reported its Q4 and full-year numbers, which weren’t what investors expected. The stock price continues to tumble, so I wanted to cover the results in more detail and see if anything has changed since the last time I covered it back in November of last year. The same growth drivers remain, like AI data centers, b...
sittisak monrittanupap/iStock via Getty Images Introduction Semtech ( SMTC ) recently reported its Q4 and full-year numbers, which weren’t what investors expected. The stock price continues to tumble, so I wanted to cover the results in more detail and see if anything has changed since the last time I covered it back in November of last year. The same growth drivers remain, like AI data centers, but I am not looking to add any more exposure here. By the numbers Starting from the top, SMTC’s revenues came in at around $274.4m, up 5% y/y, and beat estimates by around $1m. Net sales by segment are as follows: Signal Integrity saw growth of around 25% to $90.7m. The Analog mixed and wireless grew around 10% to $93.7, and IoT systems and Connectivity declined around 3% to $89.9m. The Signal integrity segment’s performance can be driven by data centers, with record sales of FiberEdge and CopperEdge ICs for 800G and 1.6T AI clusters. The analog mixed signal and wireless showed growth due to 34% annual growth in LoRa-enabled solutions for smart utilities, while the underperformance in the last segment can be attributed to inventory softness and the divestiture of lower-margin modules. Let’s move on to the company’s efficiency and profitability. We know that the company is still not profitable in GAAP terms, but for the full-year 2026, that gap is narrowing considerably. SMTC’s GAAP loss per share came in at around 46 cents, compared to -$2.26 per share last year. So that is a massive improvement. Q4 non-GAAP EPS came in at $0.44, which just beat estimates by a penny. The bottom line for Q4 took a slight beating due to some acquisition noise, mix shift in the IoT segment, and the manufacturing ramps that are necessary to meet the high demand for the company’s products, mostly due to a goodwill impairment charge. Gross margins for the full year, however, are still 140bps higher compared to last year, coming in at 51.6%. On a per-segment basis, SI gross margins saw a substanti...
An Air Canada Express plane with 76 people aboard collided with a fire truck shortly after landing at New York’s LaGuardia Airport late Sunday, killing the pilot and co-pilot. The jet, which took off from Montreal, was carrying 72 passengers and four crew, Jazz Aviation, which was operating the flight, said in a statement. Bloomberg's Danny Lee reports. (Source: Bloomberg)
An Air Canada Express plane with 76 people aboard collided with a fire truck shortly after landing at New York’s LaGuardia Airport late Sunday, killing the pilot and co-pilot. The jet, which took off from Montreal, was carrying 72 passengers and four crew, Jazz Aviation, which was operating the flight, said in a statement. Bloomberg's Danny Lee reports. (Source: Bloomberg)
Apogee Therapeutics ( APGE ) on Monday announced positive 52-week maintenance data from part A of the phase 2 APEX clinical trial of zumilokibart (APG777), a potential best-in-class anti-IL-13 antibody, in patients with moderate-to-severe atopic dermatitis, prompting a pre-market rally in shares. The results demonstrated durable maintenance of response with both 3- and 6- month maintenance dosing ...
Apogee Therapeutics ( APGE ) on Monday announced positive 52-week maintenance data from part A of the phase 2 APEX clinical trial of zumilokibart (APG777), a potential best-in-class anti-IL-13 antibody, in patients with moderate-to-severe atopic dermatitis, prompting a pre-market rally in shares. The results demonstrated durable maintenance of response with both 3- and 6- month maintenance dosing regimens. Deepening of response for the full population across all lesional and itch endpoints was also observed, supporting zumilokibart’s potentially differentiated profile, including significantly less frequent dosing than current standard of care, the company said . APEX part B 16-week induction is expected to read out in 2Q 2026, supporting the expected initiation of Phase 3 zumilokibart trials in moderate-to-severe atopic dermatitis starting in 2H 2026. “While the treatment landscape for atopic dermatitis has improved in recent years, patients, and physicians are still looking for therapies that provide durable disease control with less frequent dosing,” said Ruth Ann Vleugels , M.D., MPH, MBA, Heidi, and Scott C. Schuster Distinguished Chair in Dermatology and Director, Atopic Dermatitis Program at Brigham and Women’s Hospital and Professor of Dermatology, Harvard Medical School. “Quarterly or even biannual dosing alone would be transformative for patients living with AD, and the durability and efficacy demonstrated in APEX Phase 2 Part A through one year makes the profile for zumilokibart even more compelling as a future go-to treatment for this disease.” The company's shares ( APGE ) were trading 18% higher at $78.00 in early trading. More on Apogee Therapeutics Apogee Therapeutics: 2026 Inflection Point In Immunology Apogee Therapeutics, Inc. (APGE) Discusses Interim Phase Ib Results of Zumilokibart for Mild-to-Moderate Asthma and Pipeline Developments Transcript Seeking Alpha’s Quant Rating on Apogee Therapeutics Historical earnings data for Apogee Therapeutics F...
Kajdi Szabolcs/iStock via Getty Images I've been following the war and its evolution for the past few weeks, and while there have been opportunities to make money, I have been, for the most part, staying out. I believe that we, during the next 23 hours or so from submitting this article, are reaching a bit of a critical point (or potential). The reason is obviously related to the initial threat fr...
Kajdi Szabolcs/iStock via Getty Images I've been following the war and its evolution for the past few weeks, and while there have been opportunities to make money, I have been, for the most part, staying out. I believe that we, during the next 23 hours or so from submitting this article, are reaching a bit of a critical point (or potential). The reason is obviously related to the initial threat from the US administration to infrastructure and power generation in Iran, with the response to retaliate against the Gulf state infrastructures. It seems very clear to me at this point that the Strait of Hormuz is not going to be opened in a few days. Most analysts seem to agree that we're talking weeks, not months. What I will do in this article are two things. First, I will use historical data and best-practice assumptions and forecasts to model what could happen if these threats are brought to bear. Not only the effects on Iranian infrastructure or Gulf infrastructure, but the stock market as a whole (that is, after all, why we are here). Secondly, I will share my own approach for this situation and why I believe it to be the correct approach (and in what situation). The stock market impact of a severe oil crisis and the background For the time being, I will argue that we have played with the beginnings of an energy/oil crisis. Several times, we've skirted above $100/bbl prices, but we're back down again. However, it seems that the potential for this to get worse is at the very least there. It seems very unlikely to me that Iran is going to accede to the US demands of opening the strait . While I consider it militarily unlikely for Iran to be capable of, as they say, "closing the strait indefinitely", there's certainly a lot they could do to make it much harder to traverse. While I'm not a military tactician, I've been reading up on what would be technically required to safeguard the Strait from a US perspective. Aside from the obvious, sustained naval assets in the regio...