Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

<ul><li>Rivian Automotive reported its Q1 2025 results with several key financial and strategic developments.</li><li>On the financial front, Rivian achieved a notable milestone by delivering its second consecutive quarter of positive gross profit, recording $206 million, a result that secured a $1 billion investment from the Volkswagen Group.</li><li>This investment is expected to further support Rivian’s operational and strategic goals.</li></ul>

Rivian Automotive reported its Q1 2025 results with several key financial and strategic developments.On the financial front, Rivian achieved a notable milestone by delivering its second consecutive quarter of positive gross profit, recording $206 million, a result that secured a $1 billion investment from the Volkswagen Group.This investment is expected to further support Rivian’s operational and strategic goals.

Rivian Just Teamed Up with Volkswagen—Can This Partnership Be a Billion-Dollar Power Move?

Research from ACF Equity Research, ACF Equity Research

ACF Equity Research

Research from ACF Equity Research

Accuracy | Clarity | Foresight

ACF was set up to improve the effectiveness of capital markets for smaller and mid-sized companies. The majority of jobs are created by smaller companies not global companies. If we can help improve companies use of capital markets more projects will be completed, more jobs created, more global GDP grown, which in turn helps create more resources for education, leading to equality and opportunity for those who are still oppressed by ignorance and poverty.

ACF Equity Research is an independent research house specialising in the highest specification independent equity research for corporate clients.

We deliver premium independent corporate sponsored equity research characterised by its accuracy, clarity and foresight based upon a fundamental valuation approach.

Our independent research is designed to educate our professional investor readers about your company, with an emphasis on clear and accurate explanations. Our mission is to improve company’s liquidity through credible equity research services, excellent international distribution and reliable access for investment managers.

We believe in the importance and value of clarity, the careful articulation of technical ideas, concepts and solutions.

Our team of analysts are independently minded individuals who believe in thoroughness, technical competence and clear punchy communications.

GreenRoc Strategic Materials / Equity Bottom-Up

<ul>
<li>GreenRoc Strategic Materials Plc (AIM: GROC.L) is unusually well positioned to become a key supplier of high-purity, battery-grade graphite into Western markets increasingly focused on critical material security.</li>
<li>GROC’s flagship Greenland Amitsoq Graphite Project, has amongst the highest known in-situ graphite grades globally at 20.41% TGC, potential purity is 99.95% (a purity essential to the EV battery value chain looking for lower cost natural graphite vs. synthetic graphite).</li>
<li>GROC.L’s Thule Black Sands Project (TiO2) aligns with green energy transition trends.</li>
</ul>


GreenRoc Strategic Materials Plc (AIM: GROC.L) is unusually well positioned to become a key supplier of high-purity, battery-grade graphite into Western markets increasingly focused on critical material security.
GROC’s flagship Greenland Amitsoq Graphite Project, has amongst the highest known in-situ graphite grades globally at 20.41% TGC, potential purity is 99.95% (a purity essential to the EV battery value chain looking for lower cost natural graphite vs. synthetic graphite).
GROC.L’s Thule Black Sands Project (TiO2) aligns with green energy transition trends.


GreenRoc Strategic Materials Plc (GROC.L) - Core Investment Case – Graphite to Drive For

<ul><li>Blencowe Resources Plc (Standard: BRES.L) is positioned to become a globally significant, low-cost producer of battery-grade graphite, for energy storage (55%) and traditional secure cash flows (45%) markets.</li><li>Its flagship Ugandan Orom-Cross Graphite Project has an exceptional resource profile—long LoM, 6% TGC, free-dig ore, and low AISC scaling.</li><li>BRES.L’s DFS is at its end stage and pilot scale testing is completed.</li></ul>

Blencowe Resources Plc (Standard: BRES.L) is positioned to become a globally significant, low-cost producer of battery-grade graphite, for energy storage (55%) and traditional secure cash flows (45%) markets.Its flagship Ugandan Orom-Cross Graphite Project has an exceptional resource profile—long LoM, 6% TGC, free-dig ore, and low AISC scaling.BRES.L’s DFS is at its end stage and pilot scale testing is completed.

Blencowe Resources Plc (BRES.L) Core Investment Case 28052025

<ul><li>Rivian Automotive Inc.'s latest earnings results present a nuanced view of the company's current trajectory and strategic plans.</li><li>The first quarter of 2025 showcased Rivian's efforts to achieve financial and operational milestones, while also highlighting potential challenges it faces in the evolving market landscape.</li><li>On the positive side, Rivian reported a second consecutive quarter of positive gross profit, achieving $206 million.</li></ul>

Rivian Automotive Inc.'s latest earnings results present a nuanced view of the company's current trajectory and strategic plans.The first quarter of 2025 showcased Rivian's efforts to achieve financial and operational milestones, while also highlighting potential challenges it faces in the evolving market landscape.On the positive side, Rivian reported a second consecutive quarter of positive gross profit, achieving $206 million.

Rivian Automotive: Will its Expansion of Production & New Models Help Stay Competitive In A Turbulent EV Market?

<ul><li>Rivian Automotive presented a comprehensive overview of its performance and future outlook during their Fourth Quarter and Full Year 2024 report.</li><li>The company showcased a series of achievements and challenges that define their current position and trajectory.</li><li>Rivian achieved a notable milestone in Q4 2024 with a positive gross margin, attributed to significant reductions in cost of goods sold (COGS) and a boost in per unit revenue.</li></ul>

Rivian Automotive presented a comprehensive overview of its performance and future outlook during their Fourth Quarter and Full Year 2024 report.The company showcased a series of achievements and challenges that define their current position and trajectory.Rivian achieved a notable milestone in Q4 2024 with a positive gross margin, attributed to significant reductions in cost of goods sold (COGS) and a boost in per unit revenue.

Rivian Automotive: How Its Recent JVs & Strategic Partnerships Are Shaping Its Future!

United States

Rivian Automotive, Inc. is an automotive technology company. The Company designs and manufactures vans, trucks, and sports utility vehicles, as well as offers software solutions, IT, repair, and maintenance services. Rivian Automotive serves customers in North America and the United Kingdom.

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Rivian Automotive (RIVN US)

Rivian Just Teamed Up with Volkswagen—Can This Partnership Be a Billion-Dollar Power Move?

Rivian Automotive reported its Q1 2025 results with several key financial and strategic developments. On the financial front, Rivian achieved a...

Baptista Research

GreenRoc Strategic Materials Plc (GROC.L) - Core Investment Case – Graphite to Drive For

GROC’s flagship Greenland Amitsoq Graphite Project, has amongst the highest known in-situ graphite grades globally at 20.41% TGC, potential purity...

ACF Equity Research

Blencowe Resources Plc (BRES.L) Core Investment Case 28052025

Blencowe Resources Plc (Standard: BRES.L) is positioned to become a globally significant, low-cost producer of battery-grade graphite, for energy...

ACF Equity Research

Rivian Automotive: Will its Expansion of Production & New Models Help Stay Competitive In A Turbulent EV Market?

Rivian Automotive Inc.'s latest earnings results present a nuanced view of the company's current trajectory and strategic plans. The first quarter...

Baptista Research

Rivian Automotive: How Its Recent JVs & Strategic Partnerships Are Shaping Its Future!

Rivian Automotive presented a comprehensive overview of its performance and future outlook during their Fourth Quarter and Full Year 2024...

Baptista Research

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