-- BWX Technologies (BWXT) 週四宣布，該公司贏得了價值超過14億美元的美國海軍核動力推進專案合約。 該公司表示，首份合約價值12.85億美元，用於該項目的長週期材料採購。該合約為基礎合同，有效期至2026年，是2030年前五個年度任務訂單中的第一個。 BWX Technologies 也表示，第二份合約價值1.65億美元，用於福特級航空母艦的長週期反應器系統組件採購和製造工作。 該公司股價週四下跌1.4%。
Price: $210.28, Change: $-4.92, Percent Change: -2.29%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Our 12-month target is $44, down from $59, 21.2x our FY 27 EPS estimate. Our multiple is below TECH's one-year historical forward average of 26.1x and the three-year average of 30.7x. We lower our FY 26 EPS estimate by $0.06 to $1.92 and our FY 27 estimate by $0.09 to $2.08. Along with peers, shares have been under pressure due to concerns around NIH and U.S. academic research funding, an important end market for the company, as well as a slowly recovering biotech funding environment. Though we see some indications of improving conditions, we prefer some of TECH's larger, more diversified peers over the near term and think shares are more likely to underperform despite expected sales/EPS growth. We note multiple recent quarters of growth for the large pharma end market and China/APAC sales. Similar to recent commentary from life sciences tools and services peers, TECH sees indications of improving biotech funding, as well as licensing and M&A activity, heading into FY 27.
Northern Graphite (NGC.V) on Thursday said istarted work to relocate a processing plant in Namibia to the Okanjande mine site as it advances plans to restart production in late 2027.The company awarded a contract to Rotary Engineering Services, based in Namibia, to dismantle the remaining plant infrastructure at the former Okorusu site and transport it to the Okanjande mine site for reassembly. Work is expected to be completed by the end of June."It puts us on a clear path toward supplying our planned joint venture BAM facility in Yanbu, Kingdom of Saudi Arabia, which is targeted for initial production in 2028, supporting Northern's broader mine-to-battery strategy," said Chief Executive Hugues Jacquemin.The Okanjande operation is currently on care and maintenance, with a targeted restart of production in late 2027, subject to financing, it said. Graphite produced from Okanjande is expected to supply both traditional industrial markets, including refractory applications for steelmaking, heat management in electronics, and friction products for the automotive sector, as well as the growing national security and battery materials markets.Shares of the company were last seen up $0.015 to $0.165 on the TSX Venture Exchange.Price: $0.17, Change: $+0.02, Percent Change: +10.00%
Price: $10.78, Change: $-0.11, Percent Change: -1.04%