Open Lending: Recently Oversold On Big Earnings Miss, Now Priced As An Asymmetric Bet
Seeking Alpha· 2025-05-01 05:37
Editor's note: Seeking Alpha is proud to welcome Paul Manning as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access. I am a value investor and resident of Graham-Doddsville. I believe in buying businesses for less than they are intrinsically worth, with a decent margin of safety. I am often contrarian. I find that the best deals are often found for unpopula ...
Antero Midstream: Still Running Ahead Of Expectations
Seeking Alpha· 2025-05-01 05:30
Antero Midstream (NYSE: AM ) is still reporting better results than many of us thought was possible three to five years ago. Getting to this point in free cash flow—where the company again repurchased common stock — was not even Long Player believes oil and gas is a boom-bust, cyclical industry. It takes patience, and it certainly helps to have experience. He has been focusing on this industry for years. He is a retired CPA, and holds an MBA and MA. Analyst's Disclosure: I/we have a beneficial long position ...
Aalberts N.V.: Aalberts completes acquisition of Paulo Products Company
GlobeNewswire· 2025-05-01 05:30
Utrecht, 1 May 2025 Aalberts announces successful regulatory approval, finalising the acquisition of Paulo Products Company, operating five facilities in the USA and one in Mexico, generating an annual revenue of approximately USD 105 million with 522 employees. The results of Paulo will be consolidated as of 1 May 2025. In December 2024, Aalberts announced that agreement was reached to acquire Paulo Products Company, North America’s largest privately owned thermal processing platform, specializing in indu ...
Netcompany – Interim report for the three months ended 31 March 2025
GlobeNewswire· 2025-05-01 05:30
Netcompany – Interim report for the three months ended 31 March 2025 Company announcement No. 13/2025 1 May 2025 Growth and margin improvement in a continued challenging market Summary In Q1 2025, Netcompany grew revenue by 9.1% (constant 9%) to DKK 1,744.3m. Adjusted EBITDA increased by 24.4% (constant 25%) to DKK 307.3m in Q1 2025. Adjusted EBITDA margin was 17.6% in Q1 2025 (constant 17.7%) compared to 15.5% in Q1 2024.Diluted earnings per share increased by 36.9% to DKK 2.56. Average workforce increas ...
Zeekr Group Announces April 2025 Delivery Update
Prnewswire· 2025-05-01 05:30
HANGZHOU, China, May 1, 2025 /PRNewswire/ -- ZEEKR Intelligent Technology Holding Limited ("Zeekr Group" or the "Company") (NYSE: ZK), the world's leading premium new energy vehicle group, today announced its delivery results for April 2025.In April, Zeekr Group delivered a total of 41,316 vehicles across its Zeekr and Lynk & Co brands, marking a 1.5% increase compared to the previous month. This achievement was made possible by the trust and support of over 1.9 million users. Specifically, the Zeekr brand ...
Alm. Brand A/S - Interim Report for Q1 2025
GlobeNewswire· 2025-05-01 05:28
Satisfactory profit leads to DKK 50 million upgrade of guidance for insurance service result The insurance service result for Q1 2025 was a profit of DKK 337 million (Q1 2024: DKK 291 million), corresponding to a combined ratio of 88.2 (Q1 2024: 89.3), driven in particular by sustained growth in Personal Lines, fewer weather-related claims and an improved expense ratio.The guidance for the full-year insurance service result is lifted by DKK 50 million to DKK 1.55-1.75 billion excluding the run-off result fo ...
Boom Or Bust: Examining Asana's Challenges And Potential Value
Seeking Alpha· 2025-05-01 05:22
Equity research with an emphasis on intrinsic value. We prioritize undervalued and growing companies, preferably in the early stages of their development. We have an internal wishlist - message us a ticker or write it in comment sections.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compens ...
Tesla board looked for new CEO as Elon Musk focused on White House: report
New York Post· 2025-05-01 05:06
Core Insights - Tesla's board is reportedly seeking a successor for CEO Elon Musk due to concerns over his involvement with the Trump administration and its impact on the company [1][7] - Musk has indicated a commitment to reduce his time with the Trump administration to focus more on Tesla [2] - The board's discussions about succession planning have raised questions about Musk's awareness and influence on these efforts [7] Company Operations - Musk's role in the Trump administration, particularly in the Department of Government Efficiency, has been controversial and has raised investor concerns as Tesla's EV sales decline [3] - The company is facing increased competition and has shifted its focus from developing an affordable EV platform to advancing in AI and robotics, including driverless taxis and humanoid robots [8] - Recent regulatory changes easing rules for testing autonomous vehicles have positively impacted Tesla's stock [10] Board Dynamics - Some Tesla board members have been meeting with major investors to reassure them about the company's leadership amid concerns about Musk's influence [10] - Board chair Robyn Denholm has faced criticism regarding her pay package and the board's independence, which has been a long-standing issue among activist investors [11]
LHV Kindlustus renewed mandates of Supervisory Board members
GlobeNewswire· 2025-05-01 05:00
Group 1 - The shareholders of AS LHV Kindlustus have extended the mandates of the current Supervisory Board members by five years, considering Madis Toomsalu's wish to leave LHV Group, which will end his mandate as well [1] - All four Supervisory Board members have been with LHV Kindlustus since its inception, focusing on strategic development, management of the insurance portfolio, and compliance with legislative and internal principles [2] - LHV Kindlustus provides a variety of property insurance products aimed at both private and corporate customers, emphasizing transparency and customer-focused solutions [3] Group 2 - LHV Group is the largest domestic financial group and capital provider in Estonia, with key subsidiaries including LHV Pank, LHV Varahaldus, LHV Kindlustus, and LHV Bank Limited [4] - As of the end of March, LHV Group serves 465,000 banking clients, manages pension funds for 113,000 active customers, and provides insurance coverage for 174,000 clients [4] - LHV Bank Limited holds a banking license in the UK, offering services to international fintech companies and loans to small and medium-sized enterprises [4]
argenx to Report First Quarter 2025 Financial Results and Business Update on May 8, 2025
GlobeNewswire News Room· 2025-05-01 05:00
Company Overview - argenx is a global immunology company focused on improving the lives of individuals suffering from severe autoimmune diseases [3] - The company is known for developing and commercializing the first approved neonatal Fc receptor (FcRn) blocker, with ongoing evaluations for its potential in various serious autoimmune diseases [3] Upcoming Events - argenx will host a conference call and audio webcast on May 8, 2025, at 2:30 p.m. CET (8:30 a.m. ET) to discuss its first quarter 2025 financial results and provide a business update [1] - A live webcast of the call will be accessible on the Investors section of the argenx website, with a replay available for approximately one year [2] Contact Information - Media inquiries can be directed to Ben Petok via email at bpetok@argenx.com [4] - Investor relations can be contacted through Alexandra Roy at aroy@argenx.com [4]