There's a good chance you are not familiar with Amcor or the company it merged with last year, Evansville, Indiana-based Berry Global. Largely because the company is not really a "story stock." It's a cash-flow, scale and execution story. Amcor is a consumer and healthcare product packaging company. When's the last time you wondered what company makes the bag your dog food comes in? Or the label o...
There's a good chance you are not familiar with Amcor or the company it merged with last year, Evansville, Indiana-based Berry Global. Largely because the company is not really a "story stock." It's a cash-flow, scale and execution story. Amcor is a consumer and healthcare product packaging company. When's the last time you wondered what company makes the bag your dog food comes in? Or the label on your energy drink bottle? Packaging is a resilient end market: the industry benefits from scale, which the newly-merged company has. If Amcor could simply return profit margins to their level of three years ago, that would translate into more than $1.85 billion in net income from the approximately $23 billion in revenue the merged company is expected to generate over the next twelve months. AMCR is trading at less than 13x that number now. Positioned for savings Amcor, domiciled in Switzerland but traded on the New York Stock Exchange, completed its all-stock combination with Berry Global, effective last April, creating a broad portfolio across consumer and healthcare packaging and positioning it to realize high cost and operating synergies. Management has guided to $4.00-$4.15 in adjusted earnings per share for FY2026 and free cash flow of $1.8-$1.9 billion. Bearing in mind that corporate integration post-merger tends to be thornier than most merger and acquisitions bankers are willing to admit, assuming capex remains in line, $2 billion in free cash flow may be achievable by calendar year 2027. While packaging demand is steadier than many industrial end markets, it's not immune to volume softness, which can compress operating leverage precisely when you're trying to pay down debt, and Amcor does have relatively high debt, about $15 billion, or 4x the anticipated $3.7-$4 billion in earnings before interest, taxes, depreciation and amortization (EBITDA). Although the company has indicated an intention to reduce its debt levels and its credit ratings are investment-grade, ...
alfexe/iStock via Getty Images Introduction The last time I covered Equinox Gold Corp. ( EQX ), I called them “One Of The Few Strong Buys Left In Gold Mining,” highlighting their robust fundamentals, significant near-term production growth, and attractive valuation. With the stock up ~130% more than the S&P 500 ( SP500 ) since initially rating them a Strong Buy in August 2025, a solid earnings rep...
alfexe/iStock via Getty Images Introduction The last time I covered Equinox Gold Corp. ( EQX ), I called them “One Of The Few Strong Buys Left In Gold Mining,” highlighting their robust fundamentals, significant near-term production growth, and attractive valuation. With the stock up ~130% more than the S&P 500 ( SP500 ) since initially rating them a Strong Buy in August 2025, a solid earnings report released recently, and significant ramp-ups advancing alongside an important asset sale, I believe Equinox is a Buy now, with a valuation that’s still discounted even if we assume lower average gold prices ( XAUUSD:CUR ). Internal Developments Equinox Gold IR Despite missing the market’s top and bottom line estimates , EQX’s Q4 and 2025 were very strong thanks to the surge in gold prices, with a production within guidance and an average realized gold price of $3,465, highlighting that they’re able to capture the full spot prices thanks to the lack of hedging. As of their Q4 report, they have 48,000 ounces of gold deliveries left under their construction capital prepay agreements with monthly deliveries through September 2026 that are dragging them down, but after that they should be “truly” free. Equinox Gold IR As for the cash flow, we can see a massive jump in operating cash flow but also a significant rise in CAPEX as a result of the projects they’re developing, with the FCF reaching $126 million following ~$692 million in CAPEX. Equinox Gold IR For 2026, EQX expects between 700,000 and 800,000 ounces of gold at an AISC between $1,775 and $1,875, with a very significant $325 million to $375 million in growth capital, a lot of it going to Greenstone, Valentine, and the Nicaragua Complex. Note that their 2026 guidance gets them to an 80% increase in annual Canadian gold production following their Calibre deal, solidifying their high-quality geopolitical exposure. Equinox Gold IR As they mention, there’s massive potential (~500,000 ounces of potential production growth)...
(RTTNews) - TURAN Drilling and Engineering Company LLC, a joint venture with Helmerich & Payne (HP), announced on Thursday that it has secured a long-term offshore operations and maintenance contract renewal from bp for work in the Caspian Sea, offshore Azerbaijan.
(RTTNews) - TURAN Drilling and Engineering Company LLC, a joint venture with Helmerich & Payne (HP), announced on Thursday that it has secured a long-term offshore operations and maintenance contract renewal from bp for work in the Caspian Sea, offshore Azerbaijan.
Up to 400,000 Square Feet of Custom Build-to-Suit Space for Manufacturing, Distribution, Cold Storage, Data Center, Defense, and Advanced Industrial Tenants — Adjacent to Meta’s Multi-Billion-Dollar Data Center Campus, with Access to Significant State and Local Economic Incentives Including Tax Abatements, Grants, and Job Training Programs Corniche Capital Brand Video NEW YORK, Feb. 19, 2026 (GLOB...
Up to 400,000 Square Feet of Custom Build-to-Suit Space for Manufacturing, Distribution, Cold Storage, Data Center, Defense, and Advanced Industrial Tenants — Adjacent to Meta’s Multi-Billion-Dollar Data Center Campus, with Access to Significant State and Local Economic Incentives Including Tax Abatements, Grants, and Job Training Programs Corniche Capital Brand Video NEW YORK, Feb. 19, 2026 (GLOBE NEWSWIRE) -- David Ebrahimzadeh, Founder and President of Corniche Capital, today announced the av
Palantir Technologies (NASDAQ: PLTR) is combining explosive revenue growth with rare profitability at scale. This video explores why enterprise AI adoption, strategic partnerships, and expanding margins could continue to drive long-term value despite near-term valuation risk.
Palantir Technologies (NASDAQ: PLTR) is combining explosive revenue growth with rare profitability at scale. This video explores why enterprise AI adoption, strategic partnerships, and expanding margins could continue to drive long-term value despite near-term valuation risk.