In today’s briefing:
- Antero Resources: A Tale Of LNG Export Growth & Increased Demand at Plaquemines Terminal!
- Intel (INTC.US): Changing the CEO Could Save This Company? Probably the Wrong Direction.
- C.H. Robinson Is Betting Big on AI—Can Agentic Tech Revolutionize Logistics Forever?
- IAC: Reviewing Q2 and Updating My Valuation
- REVB: Gemini Results to be Released Soon
- Bunge Global: Initiation Of Coverage- Soybean Operations in Brazil & Argentina Driving A Massive Margin Upside!
- ARWR: Countdown to Nov. 18, 2025 PDUFA for Plozasiran for FCS
- Antero Midstream Taps Game-Changing West Virginia Demand Boom With Strategic Infrastructure Blitz!
- Albemarle Corporation: Dealing With Market Volatility & Price Fluctuations Amidst The Growing Lithium Capacity!
- Tetra Tech Dominates FAA Projects—Will Its Air Traffic Tech Shape the Future of Aviation?
Antero Resources: A Tale Of LNG Export Growth & Increased Demand at Plaquemines Terminal!
- Antero Resources recently reported its second-quarter results for 2025, revealing a mix of positive and negative developments that reflect its operational strategies and market dynamics.
- On the positive side, Antero Resources has achieved notable improvements in capital efficiency, managing to increase its production guidance while reducing capital expenditures.
- This improvement is underscored by a 26% decline in maintenance capital requirements from $900 million to $663 million since 2023.
Intel (INTC.US): Changing the CEO Could Save This Company? Probably the Wrong Direction.
- US President Trump urged Intel Corp (INTC US) yesterday to replace its current CEO, Mr. Lip-Bu Tan.
- We believe Intel Foundry Services (IFS) could be a highly challenging — or even misguided — strategy
- Intel Corp’s share price has declined about 23% since Mr. Lip-Pu Tan took office.
C.H. Robinson Is Betting Big on AI—Can Agentic Tech Revolutionize Logistics Forever?
- C.H. Robinson Worldwide, Inc. has shown a performance bolstered by its ongoing transformation beginning in early 2024, marked by the implementation of a lean operating model.
- Despite the challenges within the global market, the company has delivered six consecutive quarters of consistent outperformance.
- This is attributed to the disciplined execution of its operating model and the adoption of advanced technological tools.
IAC: Reviewing Q2 and Updating My Valuation
- IAC reported its second-quarter results recently and sold off sharply. In my view, the market reaction was overly punitive. While results came in slightly below expectations, they were far from disastrous.
- The stock now looks exceptionally cheap, trading at just 3.4x EBITDA, and I see 43% to 78% upside.
- Over time, I’m confident that management will unlock value—most likely through strategic asset spin-offs.
REVB: Gemini Results to be Released Soon
- Revelation Biosciences is a life sciences company whose development of immunologic-based therapies is based on the well-established biology of phosphorylated hexaacyl disaccharide (PHAD) and its effect on the innate immune system.
- The company announced its 2Q2025 financial results and noted that Phase 1B testing results on Gemini are expected later this quarter.
- Investors should take a look at REVB before the positive results start coming in.
Bunge Global: Initiation Of Coverage- Soybean Operations in Brazil & Argentina Driving A Massive Margin Upside!
- Bunge Limited recently reported its second-quarter 2025 earnings, showcasing a blend of strategic advancements and operational challenges.
- The completion of its merger with Viterra marks a significant milestone, positioning Bunge as a premier agribusiness solutions provider.
- This merger is expected to yield cost savings and enhance commercial opportunities, reinforcing Bunge’s expanded global footprint in food, feed, and fuel markets.
ARWR: Countdown to Nov. 18, 2025 PDUFA for Plozasiran for FCS
- On August 7, 2025, Arrowhead Pharmaceuticals, Inc. (ARWR) announced financial results for the third quarter of fiscal year 2025 that ended June 30, 2025.
- The company is continuing preparations ahead of the November 18, 2025 PDUFA date for plozasiran for the treatment of familial chylomycronemia syndrome (FCS).
- These preparations include hiring a National Sales Leader, a full team of Regional Sales Leaders, and a field force of rare disease specialists.
Antero Midstream Taps Game-Changing West Virginia Demand Boom With Strategic Infrastructure Blitz!
- Antero Midstream’s second-quarter 2025 earnings call highlighted several financial and operational developments, reflecting a mix of positive and challenging aspects for the company.
- Antero Midstream, a vital player in the midstream sector, primarily focuses on gathering, compression, and water handling services.
- The investment thesis for Antero Midstream is built on its steady growth in operating cash flow, prudent capital allocation, and strategic positioning in connection to LNG facilities.
Albemarle Corporation: Dealing With Market Volatility & Price Fluctuations Amidst The Growing Lithium Capacity!
- Albemarle Corporation’s Q2 2025 financial results present a complex picture of both opportunities and challenges.
- The company reported net sales of $1.3 billion, which, while down year-over-year due to lower lithium market pricing, were bolstered by strong volume growth, particularly in energy storage and specialties.
- Adjusted EBITDA came in at $336 million, demonstrating year-over-year improvements in cost and productivity, despite the pricing pressure.
Tetra Tech Dominates FAA Projects—Will Its Air Traffic Tech Shape the Future of Aviation?
- Tetra Tech, Inc. delivered a strong financial performance for the third quarter of fiscal year 2025, setting record highs for operating income and earnings per share.
- The company’s revenue exceeded expected guidance, driven primarily by high staff utilization rates in response to environmental crises in Southern California.
- This elevated staff utilization supported impressive year-over-year growth rates.
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