AECOM (NYSE: ACM ) is a leading global infrastructure consulting company with approximately 51,000 technical experts and operations in over 50 countries. The company deals with large-scale projects in the environment, energy, transportation, and water, among other industries. The company operates more asAt Henriot Capital, we live by the principle that simplicity and common sense drive success. I’m passionate about building a hedge fund with a clear purpose, disciplined focus, and consistent alpha. Our appr ...

 Vancouver, British Columbia – April 24, 2025 – TheNewswire - Allied Critical Metals Inc. (formerly Deeprock Minerals Inc.) (CSE: ACM) (the “Company” or the “Resulting Issuer”) is pleased to announce the completion of the transaction (the “Transaction”) resulting in the reverse takeover of Deeprock by Allied Critical Metals Corp. (“ACM”), a private company incorporated under the laws of the Province of Ontario. Further details of the Transaction are available in the Company’s listing statement dated April 2 ...

Core Insights - AECOM has secured a long-term partnership with Sydney Water to support a major capital investment program over the next 10 years, focusing on climate resilience and infrastructure renewal [1][2][3] Group 1: Partnership and Project Scope - The partnership with Sydney Water is aimed at addressing population growth, aging infrastructure, and environmental pressures while supporting economic growth [2][5] - AECOM will act as a Design Development Partner, assisting in planning and design across various water projects, including pipelines and treatment plants [4][6] Group 2: Backlog and Market Position - AECOM has reported a total backlog of $23.88 billion at the end of the first quarter of fiscal 2025, reflecting a growth from $23.32 billion in the prior year, with a 55.2% contracted backlog growth [8] - The company has achieved a 100% win rate in its largest strategic pursuits, indicating strong competitive advantages in securing large, complex projects [8] Group 3: Financial Performance - AECOM's net service revenues (NSR) grew by 5.5% on an adjusted basis in the first quarter of fiscal 2025, despite a year-to-date share price decline of 18.6% [11] - The company is expected to benefit from infrastructure investment driven by new U.S. administration policies, supporting growth in fiscal 2025 and beyond [11]

Core Insights - AECOM is experiencing strong demand across its end markets, reflected in a robust backlog and a recent contract win in Hong Kong [1][2][6] - The company is committed to delivering technical excellence and sustainable urban development, reinforcing its position in large-scale infrastructure projects [2][3] - AECOM's digital innovation initiatives, including a unified digital twin platform, align with Hong Kong's Smart City strategy, enhancing project efficiency [4][5] AECOM's Market Position - The recent contract with Hong Kong's Civil Engineering and Development Department strengthens AECOM's role in shaping the future of urban development in the region [1][2] - AECOM's partnership with AtkinsRéalis will provide comprehensive services for the 190-hectare development, targeting completion by 2038 [3][5] Backlog and Growth Prospects - AECOM's total backlog reached $23.88 billion, an increase from $23.32 billion year-over-year, indicating strong market visibility and demand for services [6] - The company achieved a 100% win rate in its largest strategic pursuits during the fiscal first quarter, reflecting robust growth prospects [6] Industry Context - AECOM, along with other infrastructure companies like EMCOR, MasTec, and Comfort Systems, is expected to benefit from U.S. administration policies focused on economic growth and infrastructure investment [7][8] - The overall demand for infrastructure services is anticipated to drive capital investment and enhance growth outlooks for fiscal 2025 and beyond [7][8]

Core Viewpoint - The content emphasizes the importance of conducting personal due diligence and consulting competent advisors before making any financial decisions, particularly in the context of investments and trading activities [1]. Group 1 - The website provides general news, personal analysis, and third-party content intended for educational and research purposes [1]. - It explicitly states that the information should not be interpreted as recommendations or advice for any financial actions [1]. - The content is not tailored to individual financial situations or needs, highlighting the necessity for users to apply their own discretion [1]. Group 2 - The website includes information about complex financial instruments such as cryptocurrencies and contracts for difference (CFDs), which carry a high risk of losing money [1]. - Users are encouraged to perform their own research and understand the risks involved before investing in any financial instruments [1].

Core Viewpoint - ACM Research (ACMR) has demonstrated strong performance with a 12.8% increase in share price over the past month, significantly outperforming the Zacks Computer & Technology sector and the Zacks Semiconductor Equipment - Material Services industry [1] Financial Performance - ACMR reported a 31% revenue growth in Q4 2024, driven by improved sales in key product lines such as single-wafer cleaning and electrochemical plating (ECP) technologies [2] - The company expects total revenues for 2025 to be between $850 million and $950 million, with a Zacks Consensus Estimate of $928.32 million, indicating an 18.69% year-over-year growth [9] - ACMR raised its gross margin outlook to 42-48% from the previous 40-45%, reflecting enhanced operational efficiency [10] Product Portfolio and Market Position - ACMR's diverse range of cleaning tools, including SAPS, TEBO, Tahoe, semi-critical, SPM, and Bevel Etch, provides a competitive edge in both China and the global market [3] - The company has developed a complete suite of cleaning tools, including Ultra C wb, Ultra C sb, and Ultra C pr models, addressing a wide range of customer requirements [4] - ACMR is expanding its Serviceable Available Market through innovations in semiconductor equipment, introducing advanced solutions like single-wafer wet cleaning tools and ECP systems [5] Customer Base - ACMR's revenue is significantly influenced by four key customers, each contributing at least 10% to total revenues, indicating a strong client base [6] - The Huahong Group is ACMR's largest customer in 2024, accounting for 15% of total sales, followed by Semiconductor Manufacturing International Corporation at 14% [7] - Yangtze Memory Technologies Co. and PXW each contributed 12% to ACMR's revenue in 2024, highlighting the company's integration into China's semiconductor supply chain [8] Future Outlook - Despite challenges from international trade policies and supply-chain constraints, ACMR maintains an optimistic outlook for 2025, focusing on growth opportunities and market expansion [9] - The consensus estimate for 2025 earnings is $2.15 per share, reflecting a 19.4% increase over the past 30 days [10] - ACMR has consistently beaten the Zacks Consensus Estimate in the trailing four quarters, with an average earnings surprise of 97.86% [11]

Core Insights - ACM Research, Inc. reported a strong financial performance for the fiscal year 2024, with a revenue increase of 40% and total shipments rising by 63% compared to the previous year [2][3] - The company achieved significant operational milestones, including process qualification of its Thermal and Plasma-Enhanced ALD furnace tools at two semiconductor customers in mainland China and the commencement of operations at its Lingang production facility [2][3] - For fiscal year 2025, ACM maintains its revenue guidance range of $850 million to $950 million, reflecting ongoing assessments of international trade policies and customer spending scenarios [3] Financial Performance - For the fourth quarter of 2024, ACM reported revenue of $223.5 million, a 31.2% increase from $170.3 million in the fourth quarter of 2023 [6][18] - The gross margin for the fourth quarter was 49.6%, up from 46.4% in the same quarter of the previous year, while the non-GAAP gross margin was 49.8% compared to 46.8% [6][18] - Operating income for the fourth quarter was $44.0 million, an increase of 88.2% from $23.4 million in the fourth quarter of 2023 [6][18] - For the full year 2024, total revenue reached $782.1 million, up 40.2% from $557.7 million in 2023, with a gross margin of 50.1% compared to 49.5% in 2023 [6][18] Operational Highlights - Total shipments in 2024 amounted to $973 million, reflecting a 63.1% increase from the previous year, with fourth-quarter shipments at $264 million compared to $140 million in the fourth quarter of 2023 [2][6] - The company reported cash flow from operations of $152 million for the fiscal year 2024 [2] - ACM's operating expenses for the fourth quarter were $66.8 million, a 20.0% increase from the previous year, but as a percentage of revenue, they decreased to 29.9% from 32.7% [6][18] Product and Market Expansion - ACM expanded its product portfolio and broadened its addressable markets, contributing to increased market share and customer engagement [2] - The company anticipates incremental revenue contributions from new product lines such as Tahoe, SPM, and Furnace, as well as increased localization efforts in China [2][3] - Revenue from single wafer cleaning, Tahoe, and semi-critical cleaning equipment was $155.2 million for the fourth quarter, up from $122.3 million in the same quarter of 2023 [20]

Core Viewpoint - ACM Research (ACMR) is expected to report strong revenue growth in Q4 2024, driven by demand in the semiconductor tools market, despite facing challenges from macroeconomic uncertainties and competition [4][8][20] Financial Performance - The Zacks Consensus Estimate for Q4 2024 revenues is $188.17 million, reflecting a growth of 10.48% year-over-year [2] - The earnings estimate is 26 cents per share, indicating a decline of 39.53% from the previous year [2] - ACMR has consistently beaten earnings estimates in the past four quarters, with an average surprise of 151.52% [3] Market Demand and Product Innovation - Strong demand for semiconductor tools is anticipated, particularly in foundry, logic, power, and memory sectors, fueled by advancements in AI [4] - The company expects high wafer fabrication equipment spending in mainland China, supporting market share gains in cleaning and new product areas [5] - New products like the Ultra C Tahoe are entering mass production, enhancing cleaning performance for AI chip production [6] Competitive Landscape - ACMR is gaining market share in the U.S., Korea, Taiwan, and mainland China, bolstered by technological innovations [7] - The company is positioned to become the second supplier of commercial high-temperature sulfuric acid peroxide mixing cleaning globally, which represents about 25% of the front-end cleaning market [17] Stock Performance - ACMR shares have increased by 57.5% year-to-date, outperforming the Zacks Computer & Technology sector's return of 0.9% [12] - The stock is trading at a forward 12-month price-to-sales ratio of 1.61X, significantly lower than the sector average of 6.45X, indicating it is undervalued [9] Future Prospects - The cleaning business, which includes single wafer cleaning and semi-critical clinical equipment, addresses a market worth approximately $6 billion [16] - ACMR anticipates an increase in shipments of its ACP furnace, expecting to have 17 customers by the end of 2024, up from 9 in 2023, with revenue contributions expected to accelerate in 2025 [19]

Group 1 - The article highlights ACM Research, Inc. (NASDAQ: ACMR) as a promising investment opportunity due to its growth potential in the wafer cleaning equipment segment, which is essential for the semiconductor industry [1] - The author emphasizes the importance of thorough research and analysis of financial statements, market trends, and upcoming events that may impact specific companies or industries [1]

Company Overview - Beamr Imaging Ltd. is a leader in video optimization technology and solutions, serving major media companies like Netflix and Paramount [6] - The company has developed innovative perceptual optimization technology (CABR), which is backed by 53 patents and has won an Emmy® award for Technology and Engineering [6] Keynote Presentation - Beamr CEO, Sharon Carmel, will present a keynote titled "Is the future of video processing destined for GPU?" at the ACM Mile-High-Video 2025 conference in Denver, Colorado [1] - The keynote will discuss the evolution of video encoding over the past decades, focusing on the transition to GPU-accelerated solutions for efficient video processing [3] Industry Trends - Video compression processes have evolved to meet demands for higher image quality and increased resolutions, accommodating diverse viewing devices from 8K screens to smartphones [3] - GPU-accelerated solutions are emerging as the leading approach for fast and efficient video processing, integrating AI capabilities into the workflow [3] Conference Details - The ACM Mile-High-Video conference is a flagship event for engineers in media compression and streaming, organized by industry and academic professionals [5] - The conference will take place from February 18-20, 2025, with Beamr's keynote scheduled for February 18 at 11:15 AM MST [1][5] Product Offering - Beamr Cloud is a high-performance, GPU-based video optimization service available to Amazon Web Services (AWS) and Oracle Cloud Infrastructure (OCI) customers [7] - The service enables video modernization to advanced formats such as AV1 and HEVC, and is designed for video AI workflows [7]