文章核心观点 - Solaris Energy Infrastructure股价上涨，或因战略收购、募资及业务表现改善，虽盈利预期有降但营收预期大增，需关注后续走势；Nov Inc股价下跌且盈利预期不佳 [1][2][3][5] Solaris Energy Infrastructure情况 - 上一交易日股价飙升9.8%，收于34.56美元，成交量可观，过去四周累计上涨9.6% [1] - 成功战略收购Mobile Energy Rentals，增强服务与增长潜力，提振投资者信心 [2] - 通过公开发行募资1.56亿美元，用于支持增长资本和设备采购 [2] - 电力解决方案业务利用率提高、成本吸收改善，强化财务表现 [2] - 预计即将发布的季度报告每股收益0.14美元，同比下降6.7%，营收1.009亿美元，同比增长59.3% [3] - 过去30天该季度的共识每股收益预期未变，目前Zacks评级为3（持有） [4] Nov Inc情况 - 上一交易日股价下跌3.8%，收于14.93美元，过去一个月累计上涨7% [4] - 即将发布的报告共识每股收益预期过去一个月变化-2.9%至0.35美元，较去年同期下降35.2%，目前Zacks评级为5（强烈卖出） [5] 行业情况 - 两家公司均属Zacks石油和天然气 - 机械与设备行业 [4]

文章核心观点 公司宣布提交2023财年独立高管薪酬披露文件，重新提交2024年第二季度和第三季度中期财务报表及相关管理层讨论与分析，以及2023财年年报管理层讨论与分析，以纠正披露问题 [1][2][3] 分组1：高管薪酬披露 - 应安大略证券委员会工作人员要求，公司提交2023年12月31日结束财年的独立高管薪酬披露文件，以弥补未在规定时间内在管理层信息通告和/或年度信息表中提供所需披露内容的不足 [1] 分组2：财务报表重述 - 公司重新提交2024年6月30日结束的六个月（第二季度）和9月30日结束的九个月（第三季度）的中期财务报表及相关管理层讨论与分析，以纠正公司收购长颈鹿能源投资公司49%股权相关披露问题 [2] - 原在第二季度财务报表中将该投资记为合资企业投资，后确定公司对长颈鹿能源有控制权，应在第二季度财务报表中合并，第三季度财务报表已进行合并并经审计师审核 [2] 分组3：年报管理层讨论与分析重述 - 公司重新提交2023年12月31日结束财年的年报管理层讨论与分析，以反映去除不符合监管报告要求的PELs 83和90相关估计 [3] 分组4：公司业务介绍 - 公司从事石油和天然气勘探开发活动，在纳米比亚五个大型、高潜力的陆上和海上石油勘探许可证区域以及哥伦比亚马格达莱纳盆地开展业务，勘探策略是获取、勘探、开发和生产具有高附加值潜力的优质资产 [4]

文章核心观点 Sintana Energy公布位于纳米比亚Orange盆地的Kapana 1 - X勘探井作业情况，虽未发现商业碳氢化合物，但获取了有价值信息并增强了对未来项目的信心 [1][2][3] 公司运营情况 - 公司参与纳米比亚5个大型、高潜力的陆上和海上石油勘探许可证项目，以及哥伦比亚Magdalena盆地的石油和天然气勘探开发活动 [5] - 公司通过间接持有Custos Energy旗下Trago Energy 49%权益，在PEL 90拥有10%的工作权益 [1] 勘探井作业结果 - Kapana 1 - X勘探井作业比计划提前25%达到总深度，但未发现商业碳氢化合物 [2] - 作业获取了该盆地重要方面的有价值信息，增强了对PEL 90未来项目的信心 [2] 公司管理层观点 - Custos董事长兼CEO、Sintana董事Knowledge Katti表示作业获得的地质见解和对PEL 90未来项目的信心，支持公司在纳米比亚Orange盆地投资组合的持续进展和价值提升 [3] - Sintana首席执行官Robert Bose期待未来进一步发掘公司在Orange盆地核心区域的优势，包括PEL 90的未来活动和PEL 83的持续活动 [4]

Public Invited to Monitor Conference Call at 5 p.m. Eastern TimeOAKS, Pa., Jan. 13, 2025 /PRNewswire/ -- SEI® (NASDAQ: SEIC) intends to release earnings for the fourth quarter 2024 on Wednesday, Jan. 29, 2025 after the market closes. The company will hold a conference call to discuss these financial results beginning at 5 p.m. Eastern time.Analysts and investors are invited to join the call by completing the registration form. The public is invited to listen to the call and replay at ir.seic.com/events-pres ...

SEI's Co-CIO Solution Supports Client-Centric Operating Structure, Provides Personalized Investment Experience and Enhances Efficiency LONDON, Jan. 8, 2025 /PRNewswire/ -- SEI® (NASDAQ: SEIC) and Attivo Investments today announced a strategic partnership, leveraging SEI's Co-CIO solution to deliver cutting-edge, scalable, and efficient investment services tailored to advisers and their clients. SEI will support Attivo Investments' in-house team in developing a sophisticated investment approach for advisers ...

SEI Investments Co. (SEIC) has rolled out depository services for Luxembourg alternative investment funds (AIFs), the second-largest fund center globally, as per the Association of the Luxembourg Fund Industry report published in 2021.Rationale Behind SEIC’s MoveThe demand for alternatives and European private markets has been rising among investors for generating higher returns and diversifying their portfolios. Thus, investment managers of all sizes aim to expand their client base by introducing new sourc ...

Launch Strengthens Comprehensive Global Offering and Operational FootprintOAKS, Pa. and LUXEMBOURG, Jan. 7, 2025 /PRNewswire/ -- SEI® (NASDAQ: SEIC) today announced the launch of depositary services for Luxembourg alternative investment funds (AIFs), the second-largest fund center in the world.1 With depositary assets growing from $17 billion in 2018 to $100 billion in 2024,2 SEI has experienced significant demand for this service and already provides depositary services to more than 430 funds from other fu ...

Solaris Energy Infrastructure (SEI) , formerly Solaris Oilfield, has seen an extraordinary rise in 2024, with its stock price surging nearly 270%, from under $8 to around $28. This meteoric growth far outshines leading energy stocks like ExxonMobil (XOM) , up a modest 9.9%, and Chevron (CVX) , which dipped 0.1%. SEI has become one of the standout performers in the Oil/Energy sector this year, but the question remains—can the stock replicate its remarkable gains in 2025?SEI, XOM, CVX Year-to-Date Stock Perfo ...

TORONTO, Dec. 16, 2024 (GLOBE NEWSWIRE) -- Sintana Energy Inc. (TSX-V: SEI, OTCQB: SEUSF) (“Sintana” or the “Company”) is pleased to announce the entry of QatarEnergy into the Petroleum Exploration License 90 (“PEL 90”) joint venture through its acquisition of a 27.5% working interest in the petroleum exploration license and petroleum agreement associated with Block 2813B operated by Harmattan Energy Limited, an indirect subsidiary of Chevron Corporation (“Chevron Harmattan”). Upon completion of the acquisi ...

SEI Investments Company’s (SEIC) board of directors has announced a semi-annual cash dividend of 49 cents per share, representing an increase of 6.5% from the prior payout. The dividend will be paid out on Jan. 8, 2025, to shareholders on record as of Dec. 27, 2024.Since the announcement of the hike, shares of SEIC lost nearly 1%. Prior to this, the company increased its dividend by 7% to 46 cents per share in December 2023. SEI Investments has raised its semi-annual dividend six times in the last five year ...