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Daniel Ives ... (+5)
  • Daniel Ives
  • Matthew Weiss
  • Sam Brandeis
  • Scott Devitt
  • Steven Wahrhaftig
Daniel Ives ... (+5)
  • Daniel Ives
  • Matthew Weiss
  • Sam Brandeis
  • Scott Devitt
  • Steven Wahrhaftig
Pierre FerraguÊ
  • Pierre FerraguÊ

Bible 4Q24 – Autos: a trough is emerging. One of our favored semi sect...

Today, we are publishing the Automotive section of our 26th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. In the coming weeks we will publish sections on Cloud Infrastructure, Memory, Telecom Equipment, Enterprise IT, Ride sharing & Delivery, and Foundry. Auto semi revenues declined sharply as the industry ...

Daniel Ives ... (+3)
  • Daniel Ives
  • Sam Brandeis
  • Steven Wahrhaftig
Daniel Ives ... (+5)
  • Daniel Ives
  • Michael Gerbino
  • Sam Brandeis
  • Scott Devitt
  • Steven Wahrhaftig

General Motors Co: 1 director

A director at General Motors Co bought 12,000 shares at 50.660USD and the significance rating of the trade was 100/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years cl...

Daniel Ives ... (+3)
  • Daniel Ives
  • Sam Brandeis
  • Steven Wahrhaftig
Daniel Ives ... (+3)
  • Daniel Ives
  • Sam Brandeis
  • Steven Wahrhaftig
Sid Rajeev
  • Sid Rajeev

A Deep Value Play in the U.S. Lithium Sector – Valuation Report

Noram Lithium stands out as a deep value play in the U.S. lithium sector, with its Zeus project in Nevada trading at just 0.5% of its NPV. Adjacent to Albemarle's Silver Peak mine, the only lithium-producing operation in the U.S., Zeus holds resources comparable to major Nevada projects like Lithium Americas’ Thacker Pass. With lithium prices nearing break-even for large-scale projects and global EV sales projected to rebound in 2025, the undervaluation of Noram creates a unique opportunity. Po...

Daniel Ives ... (+4)
  • Daniel Ives
  • John Katsingris
  • Sam Brandeis
  • Steven Wahrhaftig

General Motors Company: Update to credit analysis

Our credit view of this issuer reflects its competitive product portfolio and cost structure in North America, against its public and regulatory scrutiny of driverless operations.

Daniel Ives ... (+4)
  • Daniel Ives
  • John Katsingris
  • Sam Brandeis
  • Steven Wahrhaftig
Daniel Ives ... (+4)
  • Daniel Ives
  • John Katsingris
  • Sam Brandeis
  • Steven Wahrhaftig

Moody's Ratings announces completion of a periodic review of ratings o...

Moody's Ratings (Moody's) has completed a periodic review of the ratings of General Motors Company and other ratings that are associated with this issuer. The review was conducted through a rating committee held on 14 October 2024 in which we reassessed the appropriateness of the ratings in the con...

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