Daily Brief United States: Tesla , Venture Global LNG, Planet Fitness Inc Cl A, Crude Oil, Wayfair Inc Class A, Moderna , JFrog, Jabil Circuit, X4 Pharmaceuticals , Evaxion Biotech A/S and more

• Tesla is once again reshaping the automotive and energy landscape with its latest wave of innovations that span from groundbreaking vehicle updates to advances in artificial intelligence and energy solutions.
• The company’s updated Model Y in China, a redesign aimed at maximizing efficiency, represents just one facet of its dynamic transformation.
• Recent Q3 2024 earnings discussions revealed record deliveries, improved vehicle safety metrics, and ambitious plans for scaling autonomous driving technologies and energy storage capabilities.

• Report Below Includes Key Components from Prospectus Including Overview, Market Advantages, Competitors & Risks
• Venture Global (VG US) will still own 97.9% of the Voting Power
• Revenue -45% in the Last Nine Months in 2024 vs. 2023

• Planet Fitness plans to open new stores over the next 10 years, with a focus on international markets and exploring new retail formats like off-mall locations
• The company aims to open 44 new clubs in 3Q24 and 260 clubs in the next 3 years
• PLNT’s price increase on memberships and aggressive new store development strategy position it for strong comp growth and expansion, capitalizing on the demand for fitness and wellness services.

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

• Before we begin, let’s discuss the Trump tariffs, as he increasingly sounds serious about them.
• His recent message on Truth Social suggests he is ready to roll out a series of initiatives next week, including those on trade, cryptocurrency, and a range of other topics.
• Every counterpart we speak to expects Trump to take action over the course of his presidency but also anticipates him backing down if the market pushes back against tariffs with a stronger USD, higher bond yields, and weaker risk sentiment.

• Wayfair, the prominent online furniture retailer, has recently made headlines with its decision to exit the German market and restructure its global operations by cutting approximately 730 jobs.
• The move, aimed at reallocating resources towards more promising growth areas such as physical retail and key international markets, marks a significant strategic pivot amid a sluggish home furnishings sector.
• The German market, which contributed only a low single-digit percentage to the company’s overall revenue, has long posed challenges due to weak macroeconomic conditions and limited brand awareness.

• Moderna, Inc. is undergoing a profound transformation as it navigates a post-pandemic landscape marked by mounting caution among investors.
• After delivering record-breaking Covid-19 vaccine sales that propelled it into the spotlight during global crisis years, the biotech giant now faces significant headwinds.
• Recent updates in financial performance and strategic repositioning have underscored a shift in outlook.

• JFrog is a prominent player in the DevOps space, with its essential Artifactory product catering to large enterprises managing third-party code and dependencies.
• Competition from larger players like GTLB and GitHub exists, but JFrog has maintained its position as a key player in the market.
• Recent partnerships have helped solidify JFrog’s standing and mitigate potential risks from competitors like Microsoft.

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

• FLEX benefitted from a transition in the EMS industry, focusing on higher margin and faster growing markets
• Impending spin-off of NexTracker business contributed to FLEX’s success, with shares up around 75% over the last year
• Jabil (JBL) presents a similarly attractive setup as its end markets are at or near bottoms, making it a potential opportunity for investors with FLEX’s outperformance poised to reverse

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

• On January 13, 2025, X4 Pharmaceuticals, Inc. (XFOR) announced a licensing agreement with Norgine to commercialize mavorixafor in Europe, Australia, and New Zealand.
• X4 will receive €28.5 upfront and is eligible to receive up to €226 million in potential regulatory and commercial milestone payments along with tiered, double-digit royalties up to the mid-twenties.
• X4 will manufacture and supply mavorixafor and Norgine will reimburse X4 for CMO costs plus a low teen percentage of the CMO costs.

• EVAX is a clinical stage company that has proprietary AI models designed to more efficiently and more accurately target much-needed treatments.
• The company has two streams of possible revenue: from the treatments themselves and from the licensing of the AI technology.
• The company changed the ADS ratio from 1 ADS representing 10 ordinary shares to 1 ADS from 50 ordinary shares.