-- Sherritt International (S.TO) 週四宣布，在美國擴大對古巴的製裁後，該公司已立即暫停直接參與在古巴的合資企業活動。 事發後，Brian Imrie、Richard Moat 和 Brett Richards 已從 Sherritt 董事會辭職。 Sherritt 表示，該公司正在採取措施遣返其在古巴的外籍員工，並已要求其在加拿大的合作夥伴遣返其外籍員工。 Sherritt 目前尚未被美國最新對古巴的製裁正式列入名單，但預計隨時可能被列入名單。 Sherritt 表示：“無論如何，行政命令本身的發布就已造成實質性改變公司正常運營能力的局面，包括與 Sherritt 在古巴的合資企業運營相關的活動。” 該公司補充說：“這項行政命令及其項下的任何指定，也可能導致金融或其他服務提供者無法或不願繼續支持Sherritt的營運或其他業務活動。” 同時，Sherritt表示，目前位於阿爾伯塔省薩斯喀徹溫堡的煉廠營運暫未受到影響。該煉廠仍在繼續生產成品鎳和鈷以供銷售。該公司補充說，其現有原料庫存預計可維持到六月中旬左右。
Related Articles
Research
Research Alert: Bce Reports Better-than-expected Q1 Results On Ai-powered Businesses
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:BCE reported Q1 2026 revenue growth of 4.0% to $6,168M, supported by the Ziply Fiber acquisition, despite a 56.1% dividend reduction to $0.4375. Adjusted EPS of $0.63 beat the consensus of $0.58 but declined 8.7%, as adjusted EBITDA grew 2.9% to $2,631M with margin compression of 40 bps to 42.7%. The Ziply acquisition contributed $234M in revenue and $102M in EBITDA, demonstrating strategic value for BCE's growth opportunities. Management is targeting $1.5B in cost savings by 2028 with capital reallocation flexibility between Canadian and U.S. operations. Wireless showed improved competitive positioning with 16,947 postpaid net additions versus 9,598 losses in Q1 2025, while broadband performance was strong with 17,782 high-speed Internet net additions compared to 3,744 in the prior year. We will listen for updates on cost transformation, regulatory changes impacting fiber resale mandates, and digital media growth on the call.
$BCE
Research
Research Alert: Stratasys: Q1 Revenue Falls 2.5%, Posts Eps Loss Amid Tariff Pressures
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:SSYS reported Q1 revenue of $133M (-2.5% Y/Y), with a 5% products decline partially offset by 4% services growth, while adjusted EPS of -$0.01 beat consensus by $0.01. Adjusted gross margin compressed 200 bps to 46.3%, reflecting tariff and FX headwinds that management has struggled to offset through pricing or cost management. A notable bright spot was Stratasys Direct's 23% organic growth driven by drone applications, while the strong balance sheet with $237.8M cash and zero debt provides stability. Management maintained 2026 guidance of $565M-$575M revenue and $8M-$12.5M adjusted net income, accounting for ~$17M in FX/tariff impacts. We believe recurring consumables revenue and customer support provide defensive characteristics, while management's optimistic tone on defense sector opportunities could drive future growth. The company's emphasis on high-requirement applications, particularly defense contracts expected in 2026 and beyond, represents a potential catalyst.
$SSYS
Research
Research Alert: Cf: Gross Margins Miss Despite Commodity Price Surge Due To Plant Outage
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:CF Industries delivered strong Q1 results with EPS of $3.98 versus $1.85 in the prior year and above the $2.66 consensus, while adjusted EBITDA rose 53% to $983M, beating $774M consensus. Net sales increased 19% to $1.99B, exceeding $1.86B consensus, as robust pricing across all segments offset lower volumes from the Yazoo City outage. Exceptional operational execution with 99% ammonia capacity utilization and strategic positioning in a constrained global nitrogen market support the investment thesis. Management projects full-year 2026 gross ammonia production of ~9.5M tons, with Yazoo City resumption not expected until late Q4 2026. We expect the tight global supply-demand balance to persist given Middle East conflict disruptions affecting 50%-60% of regional capacity and LNG supply constraints impacting import-dependent regions. CF's low-carbon initiatives, including the Blue Point joint venture and Yazoo City CCS project, provide structural advantages for long-term value creation.
$CF