Wednesday, August 5, 2026

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Perimeter Solutions: 2Q26 Business Recap

Perimeter Solutions’ 2Q26 revenue rose 31%, while operating income fell 11% as USDA pricing and DLA delivery timing hurt Fire Safety; it acquired Monaco Enterprises for $120 million.

[OTCM] Listings for the rest of us

OTC Markets gives smaller, distressed, and lightly disclosed companies a trading venue outside NYSE and Nasdaq, with lower listing barriers…

Seer

Seer trades at $2.04 against $3.90 per share of net cash as activists press a board that rejected five buyout proposals and won reelection.

Hidden in Plane Sight

An aerospace company’s profitable core is obscured by a long-running FAA development program; approval, abandonment, or shrinking losses…

RI(N)sing higher

RIN prices near all-time highs reflect tighter renewable-fuel mandates, a shrinking credit bank, and biodiesel production shortfalls.

Clear the DEC?

Diversified Energy (DEC) has paid $21.84 per share in dividends since June 2017 and trades at $13.35 amid a bullish U.S.

SLGN · long

Silgan

Silgan’s long thesis rests on roughly 10% historical EPS growth and a potential rerating as its end-market exposure evolves.

Programmatic DSPs

Entravision’s Smadex AdTech unit generated 104% revenue growth and 378% EBIT growth, becoming the main upside driver after Meta ended its…

Return of the Power King

China Yuchai (CYD) seeks a 2026 rerating as governance normalization, global expansion, AI data-center power demand, and green-powertrain…

Haw Par Corporation Limited

Haw Par combines Tiger Balm’s stable cash flows with property, leisure and healthcare operations plus stakes in UOB and UOL.

National Beverage Update

National Beverage’s rare share repurchase is framed as a buy signal, with 50% upside projected.

The Priority Technology Situation

Priority Technology received an opportunistic buyout proposal, with its business better suited to remaining public absent a much higher…

Tis The (Earnings) Season

Argentine banks, tariff-exposed stocks and Customer’s Bancorp anchor an earnings-season watchlist after Milei’s election victory,…

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