Vimeo Keeps Destroying Value, And Price Increases Won't Save It — Neutral
VMEO Seeking Alpha — May 12, 2025Vimeo is struggling against YouTube, with disappointing Q1 results and a stock in free fall, despite aggressive buybacks. The consumer business faces fierce competition, and recent price hikes may lead to increased churn, threatening future growth. Enterprise segment growth is slowing, and rising operating expenses are decimating profitability, with no significant cost-cutting measures in place.

The Amplify High Income ETF offers a high yield of 12.8%. The YYY ETF employs a "fund-of-funds" strategy, investing in 60 closed-end funds, with a 60/40 allocation in stocks & bonds, and significant exposure to issuers abrdn and BlackRock. Despite its attractive yield, the YYY ETF's long-term total returns are mediocre, significantly under-performing broader market indexes and other high-yield alternatives.

Energy Transfer: Set To Grow With Long-Term Sectoral Tailwinds — Positive
ET Seeking Alpha — May 12, 2025Energy Transfer is undervalued relative to peers, offering a discounted valuation and a 7%+ distribution yield. The company is positioned for long-term growth, driven by secular trends such as rising U.S. energy demand, growth in U.S. pipeline and storage needs, and sustained natural gas momentum. Expansion opportunities lie ahead, with ET well-positioned to take full advantage. Current short-term headwinds may provide an attractive entry point as long-term tailwinds remain firmly in place.

Gold, Bitcoin, and ex-US developed markets are leading in 2025, with gold mining equities outperforming significantly. Newmont Mining has shown a strong performance, with Q1 earnings beating expectations and a 20% rise in shares. I raise my intrinsic value target for NEM to $77 due to robust earnings and operational efficiency.

Caledonia Mining hails 'exceptional' first quarter as profits surge on strong gold prices — Positive
AAAU BAR CMCL DBP DGL GLD GLDM IAU OUNZ SGOL UGL Proactive Investors — May 12, 2025Caledonia Mining Corporation PLC (AIM:CMCL, NYSE-A:CMCL) delivered what chief executive Mark Learmonth described as an 'exceptional' first quarter, with higher production and surging gold prices lifting profits and cash flow. The Zimbabwe-focused gold producer reported revenue of $56.2 million for the three months to 31 March, a 46% jump on the same period last year.

Novartis to keep making malaria drugs if orders dry up amid aid cuts — Positive
NVS Reuters — May 12, 2025Swiss drugmaker Novartis will keep making medicines for malaria and leprosy, even if it does not get orders as normal amid the global health funding crunch, its president of global health told Reuters in an interview.

Ball Corporation Announces Public Offering of Euro-Denominated Senior Notes — Neutral
BALL PRNewsWire — May 12, 2025WESTMINSTER, Colo. , May 12, 2025 /PRNewswire/ -- Ball Corporation ("Ball") (NYSE: BALL) announced today that it has commenced an underwritten public offering of €750 million aggregate principal amount of Senior Notes due 2032 (the "Notes").

Oriole Resources “ecstatic” with latest gold drill results in Cameroon — Positive
AAAU BAR DBP DGL GLD GLDM IAU OUNZ SGOL UGL Proactive Investors — May 12, 2025Oriole Resources PLC (AIM:ORR) has highlighted positive drilling results from its Mbe gold project, in Cameroon, where it has returned 125 gold-bearing intersections from its first eight drill holes. Oriole chief executive Martin Rosser told investors the indications to date “bode very well” for what is the explorer's maiden drill programme at Mbe and for its plans to deliver the project's first gold resource estimates.

Montrose Environmental Group: Record Q1 Results Don't Get It Much Closer To Profitability — Positive
MEG Seeking Alpha — May 12, 2025Montrose Environmental Group shows strong revenue growth but struggles with profitability, with net losses increasing despite higher revenues and adjusted EBITDA. Q1 2025 revenue rose 14.5% to $177.8M, but net loss widened to $19.4M; adjusted EBITDA guidance for 2025 increased by $2M. The Company's valuation multiples are lower than sector medians, but it may not be a bargain due to continued net losses and high forward P/E.

Telefonica hires Citi to sell Chilean business, El Confidencial reports — Neutral
TEF Reuters — May 12, 2025Spanish telecoms company Telefonica has hired Citi as an adviser to sell its Chilean business, news website El Confidencial reported on Monday, citing unidentified market sources.

Financial Services Expert Julien Wallen Joins FTI Consulting as Senior Managing Director — Neutral
FCN GlobeNewsWire — May 12, 2025ZURICH, Switzerland, May 12, 2025 (GLOBE NEWSWIRE) -- FTI Consulting, Inc. (NYSE: FCN) today announced the appointment of Julien Wallen as a Senior Managing Director in the Financial Services practice.

Nokia enhances Optus's 5G network with improved capacity and coverage across regional Australia — Neutral
NOK GlobeNewsWire — May 12, 2025Press ReleaseNokia enhances Optus's 5G network with improved capacity and coverage across regional Australia Nokia to deploy its high-performance, energy-efficient Habrok Massive MIMO radios and Levante baseband solutions to boost the coverage and capacity of Optus's 5G network. Partnership advances Optus's goal of providing faster speeds and improving service quality for regional communities and businesses.

Shell International Finance B.V. and Shell plc 12 May 2025 Publication of Prospectus The following prospectus has been approved by the UK Financial Conduct Authority and is available for viewing: Information Memorandum dated 9 May 2025 relating to the Multi-Currency Debt Securities Programme of Shell International Finance B.V.

Investors in Viatris Inc. Should Contact Levi & Korsinsky Before June 3, 2025 to Discuss Your Rights - VTRS — Neutral
VTRS Accesswire — May 12, 2025NEW YORK, NY / ACCESS Newswire / May 12, 2025 / If you suffered a loss on your Viatris Inc. (NASDAQ:VTRS) investment and want to learn about a potential recovery under the federal securities laws, follow the link below for more information: https://zlk.com/pslra-1/viatris-inc-lawsuit-submission-form-2?prid=147987&wire=1 or contact Joseph E. Levi, Esq.

Darling Ingredients and Tessenderlo Group Agree to Form New Company to Accelerate Growth in Attractive Collagen-Based Health, Wellness and Nutrition Sector — Neutral
DAR Business Wire — May 12, 2025IRVING, Texas--(BUSINESS WIRE)---- $DAR--Darling Ingredients Inc. (NYSE: DAR) today announced the signing of a non-binding term sheet with Tessenderlo Group (XBRU: TESB) to combine the collagen and gelatin segments of their companies into a new company called Nextida™, requiring no cash or initial investment from either party. This strategic partnership aims to create a top-tier, collagen-based health, wellness and nutrition products company positioned to capitalize on global collagen growth. The transa.

I am bullish on CTO Realty Growth due to its undervaluation, strong financials, and strategic focus on high-growth Sun Belt markets. CTO's disciplined capital recycling strategy and high-yield acquisitions enhance portfolio quality and support sustainable long-term growth. The company's attractive 8.6% dividend yield, strong leasing activity, and SNO pipeline ensure stable income and future cash flow growth.

Hims & Hers: Wegovy Deal Opens New Growth Chapter - Missed The Rally? Selling Puts Could Yield 30% — Positive
HIMS Seeking Alpha — May 12, 2025Hims & Hers Health rebounded from a 60% stock drop by partnering with Novo Nordisk, offering Wegovy at a competitive price, boosting accessibility and growth. Q1 earnings were exceptional with 111% YoY revenue growth and a 345% increase in net income, highlighting a sustainable and resilient business model. The company's personalized healthcare approach and new product launches, like low testosterone and menopause support, are driving subscriber growth and higher revenue per subscriber.

East West Bancorp: An Undervalued Bank With Durable Strength — Positive
EWBC Seeking Alpha — May 12, 2025With deep ties to Asian-American communities and cross-border banking operations in Asia, EWBC has carved out a distinctive niche. EWBC maintains superior asset quality, conservative loan loss provisioning, and strong profitability metrics (i.e., highlighted by a 15.7% ROE and 1.56% ROA) driven by organic growth and operational efficiency. Despite its strong track record, EWBC trades at just 10× forward earnings, below what its performance merits. If macro and geopolitical fears subside, the stock could see meaningful multiple expansion.

Antwerp, May 12, 2025 (GLOBE NEWSWIRE) -- CMB.TECH NV (NYSE: CMBT & Euronext: CMBT) (“CMBT”, “CMB.TECH” or “the Company”) will release its first quarter 2025 earnings prior to market opening on Thursday 21 May 2025 and will host a conference call at 8 a.m. EST / 2 p.m. CET to discuss the results for the quarter.
