Andrew Stolz

JANUARY 28, 2022

I think that the market is too pessimistic about the long-term outlook. As of 2021, Idemitsu has a cash-to-assets ratio of 3%. Its net-debt to equity ratio stood at 0.9x By 2030, the company plans to increase its renewable capacity to 4 Gigawatt from currently 0.2 In addition, it shifts from coal production to gas.

Dividends 52

Dividends Risk-free Rate Net Debt Equity 52

Andrew Stolz

FEBRUARY 4, 2022

Strong ROE and ROIC might be overlooked by the market. The US gov’t has increased its spending by over 50% in 2020 and 2021 compared to previous years. Strong ROE and ROIC might be overlooked by the market. Given the strong demand outlook, I believe that the market should be more optimistic about the profit growth.

Start-ups 52

Start-ups Net Debt Beta Equity 52

Musings on Markets

JUNE 23, 2023

The first is that my portfolio has held up well this year, in a market that has been top-heavy and tech-driven, and one big reason is that it contains both NVIDIA and Microsoft, two companies that have benefited from the AI story. Love-Hate Relationship with Markets! I will start this post with a couple of confessions.

Start-ups 94

Start-ups Marketability Market Capitalization Technology 94

Andrew Stolz

FEBRUARY 1, 2022

As of 2021, China has built more than 1.1m The management expects 5-8% growth rate for this end market, which seems realistic. The management expects 5-8% growth rate for this end market, which seems realistic. Networking end market could become 2nd largest segment. 2020 net profit is distorted by gains from divestiture.

Technology 52

Technology Net Debt Marketability Equity 52

Benzinga

OCTOBER 27, 2022

Upon completion of the transaction, Altra shares will no longer be listed on any public market. million in the third quarter 2021. Included in the Q3 2021 net sales are revenues of approximately $41.3 The Company ended the quarter with total gross debt of $1.06 Preliminary Financial Results. million, or 19.8%

Gross Debt 40

Gross Debt Net Debt Debt Financing Enterprise Value 40

Musings on Markets

OCTOBER 12, 2023

In response, I have been told that the problem is not with the idea of ESG, but in its measurement and application, and that impact investing is the solution to both market and society's problems. The Global Impact Investing Network (GIIN), a non-profit that tracks the growth of this investing movement, estimated that more than $1.16

Market Capitalization 83

Market Capitalization Enterprise Value Start-ups Marketability 83

Benzinga

NOVEMBER 2, 2022

Net income attributable to common shareholders for the third quarter 2022 of $11.3 per diluted share for the same period in 2021. Same property net operating income ("NOI"), for the nine month period ending September 30, 2022, grew 5.4% versus the same period in 2021. per diluted share for the same period in 2021.

Dividends 40

Dividends Equity Net Debt Finance 40

Benzinga

JUNE 16, 2022

billion, and the assumption of net debt of approximately $600 million, subject to required court, LifeWorks shareholder, stock exchange and regulatory approvals (the " Transaction "). (TSX: LWRK ) pursuant to which TELUS will acquire all of the issued and outstanding common shares of LifeWorks for $33.00

EBITDA 40

EBITDA Net Debt Technology Dividends 40

Benzinga

JUNE 14, 2023

In March 2021, STGT completed the final construction phase of incremental storage facilities bringing the total terminalling capacity to 8.6 billion in place with Royal Bank of Canada, BMO Capital Markets, and JPMorgan Chase Bank N.A., The Terminal was officially placed in-service and loaded its first vessel in July 2020.

Dividends 40

Dividends Equity Finance EBITDA 40

Benzinga

JULY 13, 2022

percent (1) premium per TransGlobe common share based on the companies' respective 30-day volume weighted average share prices as of market close on July 13, 2022. Under the terms of the Arrangement Agreement, VAALCO will acquire each TransGlobe share for 0.6727 of a VAALCO share of common stock, which represents a 24.9

Dividends 40

Dividends Net Debt Equity Enterprise Value 40