Good morning. Stephen Curry’s trailblazing NBA career has prepared him for the CEO role.“I’m about to go into my 17th year [in the NBA], and from the beginning, work ethic was my superpower,” Curry told actor and comedian Roy Wood Jr., at a fireside chat I attended this month at Brooklyn Paramount Theatre.As the Golden State Warriors’ star guard, Curry is the NBA’s all-time leader in three-pointers, a two-time MVP, and a four-time champion. He spoke about how work ethic shapes not only his basketball legacy ...

By Purvi Agarwal and Sukriti Gupta (Reuters) - Wall Street futures were flat to slightly lower on Wednesday, as markets were guarded ahead of a widely anticipated interest-rate cut from the Federal Reserve later in the day, and Nvidia dipped after a report Chinese tech firms might stop buying its chips. The U.S. central bank is expected to reduce borrowing costs by at least 25 basis points at 2 p.m. ET, a move priced in by investors after a series of economic indicators indicated a weakening jobs market. ...

Shares of New Fortress Energy Inc. NFE rose sharply in pre-market trading after the company announced a long-term gas supply agreement with the Puerto Rican government.New Fortress said it reached an agreement on contract terms with the Third-Party Procurement Office and the Puerto Rico Public-Private Partnerships Authority for the long-term supply of liquefied natural gas to Puerto Rico.New Fortress Energy shares jumped 41% to $2.82 in the pre-market trading session.Here are some other stocks moving in pre ...

Puerto Rico has negotiated a $4 billion liquefied natural gas contract with New Fortress Energy , Governor Jenniffer Gonzalez said on Tuesday in a post on social media. ...

公司业务与行业定位 - Excelerate Energy专注于液化天然气解决方案 在公用事业领域与PNM Resources IDACORP Black Hills Corporation Avista Corporation及Southwest Gas Holdings等企业存在竞争关系[1] - 公司所处的公用事业领域具有稳定但竞争激烈的行业特征[1] 财务表现分析 - 公司投入资本回报率为5.21% 低于7.17%的加权平均资本成本 显示资本使用效率未达理想状态[2] - ROIC与WACC比值为0.73 虽未达行业最优水平 但优于部分同业公司[4][5] 同业比较情况 - Black Hills Corporation资本效率最高 ROIC达4.87% WACC为5.40% ROIC/WACC比值为0.90[3] - PNM Resources出现严重资本效率问题 ROIC为-122.19% 远低于其4.24%的WACC ROIC/WACC比值低至-28.82[3] - IDACORP的ROIC/WACC比值为0.65 Avista为0.81 Southwest Gas Holdings为0.59 均低于Excelerate Energy的0.73[4]

公司债务重组进展 - 债权人顾问已签署保密协议并启动债务重组谈判 因项目长期延期导致公司难以承担债务成本[1] - 公司正探索削减债务及利息支出的方案 以缓解财务压力[1] 财务违约风险 - 公司寻求贷款豁免 因无法满足截至9月30日季度循环贷款要求[2] - 若豁免失败 贷款人有权要求加速还款 FTI咨询为部分贷款人提供顾问服务[2] 债券市场表现 - 近90亿美元债务交易活跃 9月15日需支付约2.37亿美元8.75%优先留置权债券利息[3] - 2029年到期债券价格从8月6日25美分跌至11.2美分 12%债券周五下跌4美分至22.125美分[3] 利息支出激增 - 截至6月30日的六个月内利息支出同比激增166% 从1.58亿美元增至4.2亿美元[4] 顾问团队配置 - 债务持有人聘请Evercore及Akin Gump Capital Research Group牵头债权人委任Paul Weiss为顾问[5] - Perella Weinberg同时为债权人群体提供咨询服务[5]

TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. During the quarter, the fund returned 11.28% (gross) and 11.02% (net), compared to the Russell 2000 Growth Index by 11.97%. Equities posted double-digit returns in the second quarter as global economic activity measures lifted. In addition, please check the fund’s top five holdings to know its best picks in 20 ...

Venture Global, Inc. (NYSE:VG) is one of the Best Stocks to Buy for the Next 3 Months According to Hedge Funds. On August 27, Christopher Robertson from Deutsche Bank upgraded Venture Global, Inc. (NYSE:VG) from a Hold to a Buy rating with a $17 price target. The analyst noted that Deutsche Bank visited the management at the Plaquemines LNG facility. During the visit, the firm was able to gain a clearer picture of the complexity and discipline of the company to simultaneously continue commissioning and co ...

案件背景与核心争议 - 壳牌公司因液化天然气供应纠纷对Venture Global提起法律仲裁但败诉 仲裁庭支持Venture Global关于其在调试阶段无需履行长期合同交付义务的主张 [1][4] - 争议焦点为Venture Global位于路易斯安那州的Calcasieu Pass设施在向现货市场销售LNG时是否已进入商业运营阶段 该公司以供电设备需维修为由辩护其行为合规 [4][5] - 包括壳牌、BP、中石化、Galp、Repsol和Edison在内的能源巨头指控Venture Global在2023年俄乌冲突后价格飙升期间扣留合同约定的LNG货物 [2][5] 公司行动与行业影响 - 壳牌与BP、Galp等企业共同通过国际商会提起仲裁 索赔金额达67亿至74亿美元 强调长期合同信任度对LNG投资及可持续增长的基础性作用 [3][6] - 仲裁结果可能为同类案件设立先例 分析师认为基础客户未来将推动更严格的合同条款以保障LNG供应协议 [7][8] - 事件引发行业关于运营灵活性与买方供应承诺信心之间平衡的广泛讨论 [6][7]

公司评级与分析师背景 - Venture Global获得持有评级 因液化天然气市场结构性增长与美国放松监管措施之间存在微妙平衡 [1] - 分析师Joseph Noko专业领域包括反向贴现现金流模型 法务会计调整 基于标准化股票与信用评级的高确信度全球投资研究 货币经济学及风险经济学 [1] - 分析师著有《The Mirandolan》投资观点集 读者包括买方分析师 投资组合经理与行业领袖 [1] 业绩记录与出版内容 - 分析师拥有实现年化组合回报率超100%的过往业绩记录 [1] - 在Seeking Alpha的出版物主要针对近期及即将进行的IPO进行评论 [1]