reports
NOVONIX Appoints Michael O’Kronley as Chief Executive Officer
NOVONIX Appoints Michael O’Kronley as Chief Executive Officer CHATTANOOGA, Tenn., April 27, 2025 (GLOBE NEWSWIRE) -- NOVONIX Limited (NASDAQ: NVX, ASX: NVX) (“NOVONIX” or the “Company”), a leading battery materials and technology company today announced the appointment of Michael O’Kronley as Chief Executive Officer, effective May 19, 2025. With a strong technical foundation in engineering, Mr. O’Kronley brings over 30 years of automotive experience, including 15 years in the Lithium-ion battery and battery materials space. Most recently, Mr. O’Kronley served as Chief Executive Officer o...
- ABGSC Consumer Goods Research
- Benjamin Wahlstedt
- Mikkel Kousgaard Rasmussen
- ABGSC Services Research
- Stefan Knutsson
- ABGSC IT Research
- Alice Beer
- Nikola Kalanoski
- ABGSC Capital Goods Research
- Anders Idborg
- Karl Bokvist
- ABGSC Capital Goods Research
- Karl Bokvist
Perseus Mining Proceeds with Development of Nyanzaga Gold Project
Perseus Mining Proceeds with Development of Nyanzaga Gold Project Perth, April 28, 2025 (GLOBE NEWSWIRE) -- PERSEUS MINING PROCEEDS WITH DEVELOPMENT OF THE NYANZAGA GOLD PROJECT overview Perth, Western Australia/ April 28, 2025/ Perseus Mining Limited (ASX/TSX: PRU) is pleased to announce that a Final Investment Decision (FID) has been taken to develop the Nyanzaga Gold Project (NGP) in Tanzania, following an update of the NGP Feasibility Study (FS). Perseus has committed to invest approximately US$523 million (including contingency) to develop and prepare for the operation of the mine...
- ABGSC Retail Research
- Benjamin Wahlstedt
- Fredrik Ivarsson
- ABGSC Retail Research
- Benjamin Wahlstedt
- Fredrik Ivarsson
- ABGSC Online Gaming Research
- Oscar Rönnkvist
- Simon Jönsson
- ABGSC Shipping & Transport Research
- Martin Mauseth
- Oliver Dunvold
- Petter Haugen
- ABGSC Retail Research
- Benjamin Wahlstedt
- Fredrik Ivarsson
- Karl-Johan Bonnevier
Humana (Buy, TP: SEK52.00) - Growth agenda back in focus
The Q1 results were mixed, but with the financials now in good order, we see more of a growth focus ahead. We find management’s priorities logical, with our underlying forecast largely unchanged, but our 2025–2027e EPS cut by 6–2% on FX and non-cash items. We reiterate our BUY, but have trimmed our target price to SEK52 (53), focusing on Humana’s market opportunity, operating profile, financial outlook and valuation.
Alkane and Mandalay Combine to Create Growing Gold and Antimony Produc...
Alkane and Mandalay Combine to Create Growing Gold and Antimony Producer Merger of Equals Increases Scale and Benefits All Shareholders Creates powerful platform underpinned by a shared vision for growth.Three cash-generating mines in premier mining jurisdictions with strong organic growth.Projected gold equivalent production of ~160,0001 ounces in 2025, increasing to over ~180,0002 ounces in 2026.Robust proforma balance sheet: A$188 / C$167 million cash to fuel growth as at 31 March 20253.Increased scale and trading liquidity anticipated to drive valuation re-rate. PERTH, Australia and ...
- Stefan Gauffin
- Karl-Johan Bonnevier
Netel Group Holding (Buy, TP: SEK18.00) - Solid outlook for 2025
Q1 offered further signs of good progress towards reducing volatility and improving performances across its operations, albeit in a seasonally small (start-up) quarter. We still see solid demand fundamentals and Netel further rebuilding its financial capacity in 2025. Lowering its financial targets looks logical to us, despite triggering 12–13% cuts to our 2026–2027e EPS. We still like the stock (2025–2027e FCF yield of 13–23%), and reiterate our BUY, but have cut our target price to SEK18 (22).
- Karl-Johan Bonnevier
Alligo (Buy, TP: SEK160.00) - Plan Z in implementation
Q1 was tough, with still-weak market demand partly offset by still-strong gross margins and the contribution from recent acquisitions. We still see Alligo as a strong name on Nordic demand recovery, but the international turmoil has led us to delay the profitable growth scenario and an 8–10% cut to our 2025–2027e EPS. We see an industrial roll-up case and believe Alligo is well positioned for profitable growth as demand recovers. We reiterate our BUY but have cut our target price to SEK160 (175)...
- Joachim Gunell
Mycronic (Buy, TP: SEK500.00) - Build position at these levels
Mycronic’s 6% MF consensus EBIT beat in Q1 was overshadowed by its lower 2025 sales guidance, which we believe bakes in prudence. We consider the recent pullback in the stock a reinforced buying opportunity as we like its: 1) durable secular demand from advanced electronics, semiconductors, AI and reshoring; 2) deep competitive moats from strategic cutting-edge technology; 3) large share of defensive aftermarket sales; 4) strong balance sheet and proven M&A track record; and 5) attractive valuat...
Y-mAbs Presents Translational Pharmacokinetics of CD38-SADA from Preta...
Y-mAbs Presents Translational Pharmacokinetics of CD38-SADA from Pretargeted RIT Platform at 2025 American Association for Cancer Research (AACR) Annual Meeting NEW YORK, April 27, 2025 (GLOBE NEWSWIRE) -- Y-mAbs Therapeutics, Inc. (the “Company” or “Y-mAbs”) (Nasdaq: YMAB), a commercial-stage biopharmaceutical company focused on the development and commercialization of novel radioimmunotherapy and antibody-based therapeutic products for the treatment of cancer, today announced the presentation of preclinical and translational pharmacokinetics (PK) data of CD38-SADA in a poster at the 202...
- Jesper Ingildsen
Pandora (Buy, TP: DKK1400.00) - Still shining, but potential pressure
We expect Pandora to report a solid start to the year, with 6.4% LFL growth (consensus 5.6%) in Q1e, but believe focus is more likely to be on the implications (direct and indirect) of tariffs and higher silver prices. However, we believe these concerns are more than priced in after recent share-price weakness. We reiterate our BUY, but have lowered our target price to DKK1,400 (1,550).
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