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Guy Sips ... (+9)
  • Guy Sips
  • Hilde Van Boxstael
  • Kristof Samoy
  • Mathijs Geerts Danau
  • Michiel Declercq
  • Thibault Leneeuw
  • Thomas Couvreur
  • Wim Hoste
  • Wim Lewi

Morning Notes : ABI BB, AGN NA, ARCAD NA, BESI NA, ENX FP, GIMB BB, HY...

: ABI BB, AGN NA, ARCAD NA, BESI NA, ENX FP, GIMB BB, HYL BB, IBAB BB, KIN BB, MTLS US, VGP BB, AZE BB, ZEAL DC

Mathijs Geerts Danau
  • Mathijs Geerts Danau

Hyloris Valacyclovir oral suspension is delayed

Hyloris provided an update regarding the review of valacyclovir for oral suspension which had a PDUFA target action date of 12 October 2025. It appears that the FDA identified significant inspection observations at the third party manufacturing plant in Greece. The manufacturer confirmed that it is actively implementing its remediation plans. Currently, Hyloris believes that resolution of the manufacturing situation is required to obtain an FDA product approval and is working on a solution. We r...

 PRESS RELEASE

ForFarmers 2025 results - Record year: 10.6 million tonnes of feed and...

ForFarmers 2025 results - Record year: 10.6 million tonnes of feed and more than 50% net profit increase Lochem, 19 February 2026 ForFarmers 2025 resultsRecord year: 10.6 million tonnes of feed and more than 50% net profit increase Pieter Wolleswinkel, CEO van ForFarmers: “With an increase in volumes to 10.6 million tonnes and an increase in net profit of 52.5%, 2025 has been a record year for ForFarmers. A result of which I am extremely proud, achieved through the exceptional motivation and commitment of our people. All clusters have done well, driven by a customer-centric approach. We a...

 PRESS RELEASE

Resultaten ForFarmers over 2025 - Recordjaar: 10,6 miljoen ton voer en...

Resultaten ForFarmers over 2025 - Recordjaar: 10,6 miljoen ton voer en ruim 50% nettowinststijging Lochem, 19 februari 2026 Resultaten ForFarmers over 2025Recordjaar: 10,6 miljoen ton voer en ruim 50% nettowinststijging Pieter Wolleswinkel, CEO van ForFarmers: “Met een stijging van de volumes naar 10,6 miljoen ton en een stijging van de nettowinst van 52,5% is 2025 een recordjaar geweest voor ForFarmers. Een resultaat waar ik ontzettend trots op ben, waarbij het verschil werd gemaakt door de enorme motivatie en inzet van onze mensen. Alle clusters hebben het goed gedaan, gedreven door een...

 PRESS RELEASE

CMB.TECH ANNOUNCES Q4 2025 RESULTS ON 26/02/2026

CMB.TECH ANNOUNCES Q4 2025 RESULTS ON 26/02/2026 Antwerp, Feb. 12, 2026 (GLOBE NEWSWIRE) -- CMB.TECH NV (NYSE: CMBT & Euronext: CMBT) (“CMBT”, “CMB.TECH” or “the Company”) will release its fourth quarter 2025 earnings prior to market opening on Thursday 26 February 2026 and will host a conference call at 8 a.m. EST / 2 p.m. CET to discuss the results for the quarter.  The call will be a webcast with an accompanying slideshow. You can find the details of this conference call below and on the  of the website. The presentation, recording & transcript will also be available on this page....

 PRESS RELEASE

ForFarmers strengthens position in Polish market through value chain i...

ForFarmers strengthens position in Polish market through value chain integration Lochem, 12 February 2026 ForFarmers strengthens position in Polish market through value chain integration  ForFarmers strengthens position in the growing poultry market in Poland in a joint venture with KPS Food Group (KPS), a leading, innovative player in poultry production, slaughtering and food processing. Both ForFarmers’ current joint venture in Poland (Tasomix) and the activities of KPS will be merged into a new joint venture ForFarmers Polska.ForFarmers will have a controlling (50.5%) stake and will f...

 PRESS RELEASE

ForFarmers versterkt positie in Poolse markt door ketenintegratie

ForFarmers versterkt positie in Poolse markt door ketenintegratie Lochem, 12 februari 2026 ForFarmers versterkt positie in Poolse markt door ketenintegratie  ForFarmers versterkt positie in groeiende pluimveemarkt in Polen in een joint venture met KPS Food Group (KPS), een toonaangevende, innovatieve speler in de keten van productie, slacht en verwerking van pluimvee.Zowel de huidige joint venture van ForFarmers in Polen (Tasomix) als de activiteiten van KPS worden ondergebracht in een nieuwe joint venture ForFarmers Polska.ForFarmers krijgt een meerderheidsbelang (50,5%) en zal de joint...

Hilde Van Boxstael ... (+4)
  • Hilde Van Boxstael
  • Kristof Samoy
  • Wim Hoste
  • Wim Lewi
 PRESS RELEASE

CMB.TECH FLEET UPDATE

CMB.TECH FLEET UPDATE Antwerp, Feb. 09, 2026 (GLOBE NEWSWIRE) -- CMB.TECH NV (“CMBT”, “CMB.TECH” or “the Company”) (NYSE: CMBT, Euronext Brussels: CMBT and Euronext Oslo Børs: CMBTO) has sold two vessels, generating a capital gain of approximately 98.2 million USD in total. Euronav CMB.TECH has sold two VLCCs: Ingrid (2012, 314,000 dwt) and Ilma (2012, 314,000 dwt). The sale will generate a capital gain of approximately 98.2 million USD in Q2 2026, based on the net sales price and book values. The vessels will be delivered to their new owner in Q2 2026.  Announcement Q4 2025 result...

Dave Nicoski ... (+2)
  • Dave Nicoski
  • Ross LaDuke

Vermilion Compass: Weekly Equity Strategy

Monitoring for a Pullback We maintain our near-term bullish outlook on the S&P 500 (SPX), Nasdaq 100 (QQQ), and Russell 2000 (IWM), which has remained in place since 4/22/25, aside from one week (11/19/25-11/25/25) when we went to neutral. We will stay near-term bullish as long as crucial support levels of 6824 on SPX, $610 on QQQ, and $257 on IWM (up from $245) continue to hold. We continue to see deterioration in market dynamics, and while we expect a period of consolidation/pullback, the afo...

Jacob Mekhael ... (+4)
  • Jacob Mekhael
  • Kristof Samoy
  • Livio Luyten
  • Wim Lewi
Guy Sips ... (+5)
  • Guy Sips
  • Hilde Van Boxstael
  • Kristof Samoy
  • Thomas Couvreur
  • Wim Lewi
Kristof Samoy
  • Kristof Samoy

CMB.Tech Intelligent asset disposal showcasing skill to time the cycle

CMBT struck the iron while it was hot and in line with its fleet rejuvenation strategy has been offloading 6 older VLCCs and two Capesizes. We estimate the aggregate disposal value at $500m. We expect the block sale to have occurred at firm prices absent discount -perhaps even exceeding our and Clarksons fair market values- considering the booming VLCC rates witnessed in 4Q25. Market rates in this segment were well above $100.000/day at numerous times past months. Half of the capital gain of $26...

 PRESS RELEASE

CMB.TECH FLEET UPDATE

CMB.TECH FLEET UPDATE Antwerp, Jan. 07, 2026 (GLOBE NEWSWIRE) -- CMB.TECH NV (“CMBT”, “CMB.TECH” or “the Company”) (NYSE: CMBT, Euronext Brussels: CMBT and Euronext Oslo Børs: CMBTO) has sold eight vessels, generating a capital gain of approximately 269.2 million USD in total. EuronavCMB.TECH has sold six VLCCs: Daishan (2007, 306,005 dwt), Hirado (2011, 302,550 dwt), Hojo (2013, 302,965 dwt), Dia (2015, 299,999 dwt), Antigone (2015, 299,421 dwt), and Aegean (2016, 299,999 dwt). The sale will generate a capital gain of approximately 261.1 million USD in Q1 2026, based on the net sale...

Hilde Van Boxstael ... (+3)
  • Hilde Van Boxstael
  • Mathijs Geerts Danau
  • Wim Lewi
Hilde Van Boxstael ... (+3)
  • Hilde Van Boxstael
  • Mathijs Geerts Danau
  • Wim Lewi
Guy Sips ... (+2)
  • Guy Sips
  • Kristof Samoy
Kristof Samoy
  • Kristof Samoy

CMB.Tech Investment in Chinese ammonia supply

CMB.TECH is investing in the Chinese ammonia supply chain and signed an off-take agreement for green ammonia produced by CEEC in the Jilin Province and will own a minority share in privately owned Andefu, one of China's largest ammonia supply chain companies. While CMB.TECH did not disclose any financials on the deal we estimate linked financials are relatively small. CMB.TECH has a sensible but disciplined investment approach towards decarbonisation. Through the offtake agreement and terminal o...

 PRESS RELEASE

CMB.TECH INVESTS IN CHINESE AMMONIA SUPPLY

CMB.TECH INVESTS IN CHINESE AMMONIA SUPPLY Antwerp, Dec. 16, 2025 (GLOBE NEWSWIRE) -- CMB.TECH NV (NYSE: CMBT, Euronext Brussels: CMBT and Euronext Oslo Børs: CMBTO) (“CMBT”, “CMB.TECH” or “the Company”) is pleased to announce the company is investing in the Chinese ammonia supply chain. CMB.TECH has signed an off-take agreement for green ammonia produced by CEEC Hydrogen Energy (“CEEC”) in Jilin Province and will own a minority share in privately owned Jiangsu Andefu Energy Technology Co., Ltd. (“Andefu”) one of China's largest ammonia supply chain companies. Green ammonia produced...

Hilde Van Boxstael ... (+8)
  • Hilde Van Boxstael
  • Jacob Mekhael
  • Kristof Samoy
  • Livio Luyten
  • Mathijs Geerts Danau
  • Michiel Declercq
  • Thibault Leneeuw
  • Wim Lewi
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