UniqueMotionGraphics/iStock via Getty Images Introduction The last time I covered Northern Star Resources Limited ( NESRF ), I highlighted how they were trading below fair value despite strong financials, high-quality assets, and a robust growth pipeline as one of Australia's gold mining gems. With gold ( XAUUSD:CUR ) reaching a new all-time high and retreating a bit in the meantime, as well as a ...
UniqueMotionGraphics/iStock via Getty Images Introduction The last time I covered Northern Star Resources Limited ( NESRF ), I highlighted how they were trading below fair value despite strong financials, high-quality assets, and a robust growth pipeline as one of Australia's gold mining gems. With gold ( XAUUSD:CUR ) reaching a new all-time high and retreating a bit in the meantime, as well as a very strong quarterly report despite a few issues at some of their projects, I believe NESRF continues to trade below their true potential in this environment, as the market seems to be accounting for quite conservative assumptions given the current price, which Northern Star could easily beat. Internal Developments Northern Star Resources IR As we could expect, Northern Star reported a massive increase in underlying net profit after tax, with a 49% jump in H1 FY26, despite selling only 729,000 ounces during the first half compared to 804,000 in H1 FY25. However, despite this phenomenal performance, it’s important to note that the company’s realized prices were low compared to the spot prices at that time, with an average realized gold price of A$4,670 (US$3,292) per ounce compared to gold’s A$5,860 (US$4,135) average during Q4 2025, as a result of older contracts. While their production was affected by crusher and mill issues at KCGM/Thunderbox, planned recovery work at Jundee and lower grades at Pogo, these lower prices came as the effect of delivering 158,000 ounces into their hedge book during the quarter, as the company ceased their hedge policy on July 2025, reducing their hedge commitments to 1.12 million ounces at an average price of A$3,333 (US$2,357). On the one hand, this allows them to capture better spot prices going forward, but it also exposes them more to a potential fall in gold prices, with the company's CFO mentioning the following during their Q2 FY26 Earnings Call , as they want to focus on their current projects instead: I think what I'd say is we want...
Restart Life Sciences ( NMLSF ) has signed a definitive agreement dated February 12, 2026, to acquire 100% of Holy Crap Foods. The seller is Happy Belly Coffee, a subsidiary of Happy Belly Food Group ( HBFGF ), which owns all issued and outstanding shares of Holy Crap. The $1M cash purchase price is subject to customary working capital adjustments under the agreement. The definitive agreement supe...
Restart Life Sciences ( NMLSF ) has signed a definitive agreement dated February 12, 2026, to acquire 100% of Holy Crap Foods. The seller is Happy Belly Coffee, a subsidiary of Happy Belly Food Group ( HBFGF ), which owns all issued and outstanding shares of Holy Crap. The $1M cash purchase price is subject to customary working capital adjustments under the agreement. The definitive agreement supersedes the previously announced binding letter of intent following completion of due diligence. Closing of the acquisition is expected within ten business days. The acquisition includes Holy Crap’s portfolio of brands and its British Columbia-based manufacturing facility. Upon closing, Holy Crap will operate as a wholly owned subsidiary of Restart Life. More on Restart Life Sciences Corp. Seeking Alpha’s Quant Rating on Restart Life Sciences Corp. Financial information for Restart Life Sciences Corp.
Autonomous vehicles have a lot of potential. As long as you program them right, they won't speed, won't break traffic laws, and won't get drunk, high, abusive, or violent. And the technology has been getting much more capable, even as some of the hype has died down, taking some of the related companies with it . Waymo still easily leads the field and is already operating commercially in six cities...
Autonomous vehicles have a lot of potential. As long as you program them right, they won't speed, won't break traffic laws, and won't get drunk, high, abusive, or violent. And the technology has been getting much more capable, even as some of the hype has died down, taking some of the related companies with it . Waymo still easily leads the field and is already operating commercially in six cities across America, with a dozen more (plus London) coming soon. Waymos can even drop you off and pick you up at the airport in Phoenix and San Francisco. Soon, Waymo will begin deploying its sixth-generation Waymo Driver, using upfitted Zeekr Ojai minivans, adding to the Jaguar I-Paces that have become so common on San Francisco streets and to its fleet of Hyundai Ioniq 5 electric vehicles. It has upgraded the cameras, lidar, and radar, meaning the cars can better sense their environments at night and in inclement weather. There are even microphones that can pick up sounds like sirens to better inform the robotaxi of the direction the emergency vehicle(s) are coming from. But even with all these advances since the pod-like two-seater that predates even the Waymo name , there are still a few things that remain beyond a robotaxi's capabilities. Like closing a door a passenger left open on their way out. All the sophisticated sensors and high-powered computer processing in the world are useless if the car can't move until the door closes and there's no one there to give it a hand. Read full article Comments
Hi, it’s Manuel Baigorri in Hong Kong, where I’ve been speaking with some experts on the significant pickup in outbound M&A investment from Greater China. Also today, Hong Kong firms are on the hunt for more bankers to handle an IPO surge. Today’s top stories Musk’s bankers discuss plan to address xAI debt after merger. DayOne picks banks for $5 billion US IPO. Ares locked in $250 million fight ov...
Hi, it’s Manuel Baigorri in Hong Kong, where I’ve been speaking with some experts on the significant pickup in outbound M&A investment from Greater China. Also today, Hong Kong firms are on the hunt for more bankers to handle an IPO surge. Today’s top stories Musk’s bankers discuss plan to address xAI debt after merger. DayOne picks banks for $5 billion US IPO. Ares locked in $250 million fight over flagship football deal. SoftBank’s PayPay gets closer to US IPO in milestone for Japan. Private credit’s massive software bet is bigger than It appears . Shopping spree With China gearing up for the Lunar New Year holiday and the Year of the Horse, the country’s companies have been galloping overseas in search of investment opportunities—the volume of outbound M&A from Greater China neared $12 billion in January. That’s the most for the month since 2017. Chinese firms have been snapping up big names such as sports brand Puma and miner Allied Gold, adding to momentum after a prolonged lull that began in the mid to late 2010s, when China capped outbound investment to rein in exuberant spending. “Many new situations are being evaluated at the moment and we expect more significant deals to be announced in 2026,” said Richard Griffiths, head of M&A in Asia Pacific for BNP Paribas. Reasons for the shift include heightened competition and fewer opportunities at home, as well as renewed confidence and financial strength as local brands grow and Beijing gives its blessing to pursue strategic assets. Potential obstacles such as trade barriers and national security concerns still need to be negotiated of course. “We expect to see more Chinese companies buying assets overseas in markets with lower regulatory hurdles and industries that are less sensitive, including consumer and retail,” said Nancy Zheng, a partner at Bain in Shanghai. Other countries in Asia, Canada, some European markets and Latin America have welcomed Chinese buyers, she said. On the consumer and retail side, Luck...
Cochlear press release ( CHEOF ): 1H Underlying basic earnings per share (Australian Dollar cents) of 297.8 Total Revenue of A$1.167B, compared to A$1.171B a year ago More on Cochlear Limited Cochlear Limited (CHEOY) Q2 2026 Earnings Call Transcript Cochlear Limited 2026 Q2 - Results - Earnings Call Presentation Seeking Alpha’s Quant Rating on Cochlear Limited Historical earnings data for Cochlear...
Cochlear press release ( CHEOF ): 1H Underlying basic earnings per share (Australian Dollar cents) of 297.8 Total Revenue of A$1.167B, compared to A$1.171B a year ago More on Cochlear Limited Cochlear Limited (CHEOY) Q2 2026 Earnings Call Transcript Cochlear Limited 2026 Q2 - Results - Earnings Call Presentation Seeking Alpha’s Quant Rating on Cochlear Limited Historical earnings data for Cochlear Limited Dividend scorecard for Cochlear Limited
Lean hog futures ended Thursday with contracts down $1.75 to $2.02, as soon to expire February was down 15 cents. Feb expires on Thursday. Longs continue to exit, with open interest dropping 6,666 contracts. USDA’s national base hog price was reported at $86.95 on Thursday afternoon, down $1.22 from the...
Lean hog futures ended Thursday with contracts down $1.75 to $2.02, as soon to expire February was down 15 cents. Feb expires on Thursday. Longs continue to exit, with open interest dropping 6,666 contracts. USDA’s national base hog price was reported at $86.95 on Thursday afternoon, down $1.22 from the...
Live cattle futures rounded out the Thursday session with contracts up 15 cents in nearby February and down 30 to 50 cents in other contracts. Cash trade remains quiet so far this week. The Thursday Fed Cattle Exchange online auction showed no sales on the 1,272 head offered, with bids...
Live cattle futures rounded out the Thursday session with contracts up 15 cents in nearby February and down 30 to 50 cents in other contracts. Cash trade remains quiet so far this week. The Thursday Fed Cattle Exchange online auction showed no sales on the 1,272 head offered, with bids...
Corn price action is down 1 to 2 cents so far on Friday morning. Futures posted Thursday gains of 3 to 5 ½ cents across most contracts on the day, getting spillover support from wheat and soybeans. Preliminary open interest was up 15,625 contracts on Thursday. The CmdtyView national average...
Corn price action is down 1 to 2 cents so far on Friday morning. Futures posted Thursday gains of 3 to 5 ½ cents across most contracts on the day, getting spillover support from wheat and soybeans. Preliminary open interest was up 15,625 contracts on Thursday. The CmdtyView national average...
Soybeans are showing 6 to 7 cent losses so far on Friday morning. Futures posted front month gains of 11 to 13 ¼ cents on Thursday, with new crop November up 5 ¾ cents. Open interest rose 19,094 contracts on Thursday. The cmdtyView national average Cash Bean price was up...
Soybeans are showing 6 to 7 cent losses so far on Friday morning. Futures posted front month gains of 11 to 13 ¼ cents on Thursday, with new crop November up 5 ¾ cents. Open interest rose 19,094 contracts on Thursday. The cmdtyView national average Cash Bean price was up...
Wheat is showing losses on Friday AM trade. The wheat complex posted gains across all three exchanges on Thursday. Chicago SRW futures were 13 to 15 1/4 higher at the close. Open interest was down 5,730 contracts on Thursday, showing some light short covering. KC HRW futures were 14 to...
Wheat is showing losses on Friday AM trade. The wheat complex posted gains across all three exchanges on Thursday. Chicago SRW futures were 13 to 15 1/4 higher at the close. Open interest was down 5,730 contracts on Thursday, showing some light short covering. KC HRW futures were 14 to...
Cotton price action is down 25 to 30 points across the front months Futures posted Thursday gains of 25 to 30 points in the front months at the close. Crude oil futures were down $1.72 per barrel on the day at $62.91. The US dollar index was up $0.090 to...
Cotton price action is down 25 to 30 points across the front months Futures posted Thursday gains of 25 to 30 points in the front months at the close. Crude oil futures were down $1.72 per barrel on the day at $62.91. The US dollar index was up $0.090 to...
Oracle Corp (NASDAQ:ORCL) shares are trading lower Wednesday morning after initially surging in early trading after the Centers for Medicare & Medicaid Services (CMS) selected Oracle Cloud Infrastructure (OCI) to host key mission-critical systems. Here’s what investors need to know. CMS Chooses Oracle For Medicare, Medicaid Cloud Migration The federal health agency will shift select on-premises wo...
Oracle Corp (NASDAQ:ORCL) shares are trading lower Wednesday morning after initially surging in early trading after the Centers for Medicare & Medicaid Services (CMS) selected Oracle Cloud Infrastructure (OCI) to host key mission-critical systems. Here’s what investors need to know. CMS Chooses Oracle For Medicare, Medicaid Cloud Migration The federal health agency will shift select on-premises workloads to OCI as part of an IT modernization effort, leaning on Oracle's FedRAMP High-authorized cl
Looking at the universe of stocks we cover at Dividend Channel, on 2/17/26, KLA Corp (Symbol: KLAC), Jabil Inc (Symbol: JBL), and Wabtec Corp (Symbol: WAB) will all trade ex-dividend for their respective upcoming dividends. KLA Corp will pay its quarterly dividend of $1.90 on 3/
Looking at the universe of stocks we cover at Dividend Channel, on 2/17/26, KLA Corp (Symbol: KLAC), Jabil Inc (Symbol: JBL), and Wabtec Corp (Symbol: WAB) will all trade ex-dividend for their respective upcoming dividends. KLA Corp will pay its quarterly dividend of $1.90 on 3/