Vimeo Keeps Destroying Value, And Price Increases Won't Save It — Neutral

VMEO   Seeking Alpha — May 12, 2025

Vimeo 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.

image for news Vimeo Keeps Destroying Value, And Price Increases Won't Save It

YYY: Stretching For An Amplified Yield Of 12.8% — Positive

YYY   Seeking Alpha — May 12, 2025

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.

image for news YYY: Stretching For An Amplified Yield Of 12.8%

Energy Transfer: Set To Grow With Long-Term Sectoral Tailwinds — Positive

ET   Seeking Alpha — May 12, 2025

Energy 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.

image for news Energy Transfer: Set To Grow With Long-Term Sectoral Tailwinds

Newmont: Strong Q1 Earnings, Record FCF, Costs In Check — Positive

NEM   Seeking Alpha — May 12, 2025

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.

image for news Newmont: Strong Q1 Earnings, Record FCF, Costs In Check

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, 2025

Caledonia 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.

image for news Caledonia Mining hails 'exceptional' first quarter as profits surge on strong gold prices

Swiss 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.

image for news Novartis to keep making malaria drugs if orders dry up amid aid cuts

WESTMINSTER, 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").

image for news Ball Corporation Announces Public Offering of Euro-Denominated Senior 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, 2025

Oriole 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.

image for news Oriole Resources “ecstatic” with latest gold drill results in Cameroon

Montrose 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.

image for news Montrose Environmental Group: Record Q1 Results Don't Get It Much Closer To Profitability

Spanish 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.

image for news Telefonica hires Citi to sell Chilean business, El Confidencial reports

ZURICH, 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.

image for news Financial Services Expert Julien Wallen Joins FTI Consulting as Senior Managing Director

Press 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.

image for news Nokia enhances Optus's 5G network with improved capacity and coverage across regional Australia

Publication of Prospectus — Neutral

SHEL   GlobeNewsWire — May 12, 2025

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.

image for news Publication of Prospectus

NEW 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.

image for news Investors in Viatris Inc. Should Contact Levi & Korsinsky Before June 3, 2025 to Discuss Your Rights - VTRS

IRVING, 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.

image for news Darling Ingredients and Tessenderlo Group Agree to Form New Company to Accelerate Growth in Attractive Collagen-Based Health, Wellness and Nutrition Sector

CTO Realty Growth: A High-Yield High-Growth Opportunity — Positive

CTO   Seeking Alpha — May 12, 2025

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.

image for news CTO Realty Growth: A High-Yield High-Growth Opportunity

Hims & 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.

image for news Hims & Hers: Wegovy Deal Opens New Growth Chapter - Missed The Rally? Selling Puts Could Yield 30%

Gold (XAUUSD) & Silver Price Forecast: Will XAU Hold $3,259 Support? — Positive

AAAU  DGL  DGP  GLD  GLDM  IAU  IAUF  OUNZ  UGL   FXEmpire — May 12, 2025

Gold tests critical $3,259 support amid US-China trade optimism and a strong dollar. Will XAU/USD recover, or is a deeper correction ahead?

image for news Gold (XAUUSD) & Silver Price Forecast: Will XAU Hold $3,259 Support?

East West Bancorp: An Undervalued Bank With Durable Strength — Positive

EWBC   Seeking Alpha — May 12, 2025

With 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.

image for news East West Bancorp: An Undervalued Bank With Durable Strength

CMB.TECH announces Q1 2025 results on 21/05/25 — Neutral

CMBT   GlobeNewsWire — May 12, 2025

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.

image for news CMB.TECH announces Q1 2025 results on 21/05/25