Global Technologies Ltd. (GTLL)
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Global Medical REIT: What's Next After The Dividend Cut
Global Medical REIT Inc.'s recent 29% dividend cut was overdue, reflecting unsustainable payout ratios. GMRE stock now trades at a deep discount to NAV, offering a more attractive valuation. We are holding our current position but not adding, pending evidence that GMRE can successfully refinance and extend debt maturities at reasonable rates.
KOID: Investing In Humanoid Robotics And Embodied Intelligence At A Global Scale
KOID is the first US-listed ETF to focus on the global "humanoid robotics" industry. The humanoid robotics market is projected to have double the sales of the world's top 18 automakers combined by 2050, with most adoption focused on industrial and commercial applications. Despite significant risks and ethical concerns, KOID is a forward-looking, diversified thematic ETF that may deserve consideration from long-term investors.
In Shipping, Global Macro Matters More Than Ever - J Mintzmyer
J Mintzmyer of Value Investor's Edge talks about global tensions and trade wars in the context of shipping. Geopolitical disruptions like Middle East conflicts and Russian sanctions have supported shipping rates, but long-term, macro factors and trade deals are more critical.
Airbus: Global Leadership Benefits Investors
Airbus dominates the commercial aircraft and helicopter markets, outpacing Boeing with a deep product portfolio and strong order book. Production challenges persist but are being addressed, with ramp-up plans set to further widen Airbus' lead over competitors in both narrowbody and widebody segments. Defense, space, and drone markets offer robust growth, fueled by increased European military spending and geopolitical shifts favoring Airbus over U.S. rivals.
Global Net Lease: Value Destruction At Work
Global Net Lease's merger with Necessity Retail led to dilution and marked an unclear strategy, raising major red flags for investors. Despite efforts to deleverage and focus on industrial/distribution assets, value destruction and poor execution have eroded book value and investor confidence. Dividend cuts have followed falling AFFO, with the current yield near 10%, but capital return prospects remain highly uncertain given management's track record.
Can Gorilla's Bold Thailand Acquisition Fuel its Global AI Ambitions?
GRRR's Thailand deal adds mobility-first AI platforms and primes it to scale across Southeast Asia's booming tech markets.
U.S. Global Investors maintains monthly dividends, expands Bitcoin holdings
U.S. Global Investors (NASDAQ:GROW) announced on Tuesday that it will continue its monthly dividend payments through the third quarter of 2025.
Global Payments: Reorganization Could Drive Margins And Valuation Expansion
Global Payments generates low returns on capital, slow revenue growth, and relatively high debt levels. GPN's poor performance has driven a substantial multiple contractions to 6.5x free cash flow. With the recently announced reorganization, GPN goes all-in on the higher-growth and higher-margin merchant segment.
Zeta Global's Silent Climb To Platform Power
Zeta's Q1 2025 revenue grew 36% YoY to $264M, with adjusted EBITDA up 53% to $46.7M, reaching 17.7% margin. Platform-direct revenue hit 73%, up from 67% a year prior, driving higher gross margins and increased ownership of outcomes. Scaled Customer ARPU rose 12% YoY, while Super-Scaled ARPU surged 23% to $1.38M, reflecting strong cross-sell momentum.
Global Payments: Massive Potential With Or Without Worldpay Deal
Global Payments seems deeply undervalued, trading near decade lows despite strong cash flows, robust margins, and significant growth potential from digital payment tailwinds. Recent divestitures and the Worldpay acquisition position GPN as a pure-play, high-growth payment solutions provider, focusing on high-margin B2B operations. Shareholder returns are compelling, with aggressive buybacks and potential for >10% combined yield this year.
Archer Aviation's Midnight Aircraft Sets Course for Global Takeoff (Revised)
ACHR teams with Jetex to launch Midnight eVTOLs across 30+ countries, fueling its push into global air taxi markets.
Intrepid Potash: Sell Due To Imminent Global Supply Surge
We initiate Intrepid Potash (IPI) with a Sell rating and $30 PT, citing global oversupply and sector headwinds limiting upside through 2026. Despite IPI's unique U.S. footprint and operational resilience, a forecasted 18.7% global capacity surge will cap pricing power and compress margins. Current valuation embeds unjustified optimism; We apply a discounted 1.40x EV/Sales multiple, reflecting sector risks and likely multiple compression ahead.
