-- Dynatrace（DT）は火曜日、Starboard Valueが事業運営と企業価値評価に関する懸念を表明する株主向け書簡を送付したことを受け、Starboard Valueと協議を開始したと発表した。 同社によると、取締役会および経営陣は最近Starboardと初会合を開き、事業に対するStarboardの見解をより深く理解するため、今後も協議を継続する予定だという。 Dynatraceは、長期的な株主利益を重視し、戦略的な機会と資本配分の優先順位について引き続き検討していくと述べた。 Dynatraceの株価は火曜日の取引で2.1%上昇した。
Price: $36.35, Change: $+0.73, Percent Change: +2.06%
Taiko Critical Minerals (NZE:TCM) reported strong progress in the March quarter, securing NZ$7.9 million through a rights issue and shortfall placement, according to a Wednesday filing with the New Zealand bourse.The company achieved key development milestones by releasing its first mineral resource statement, appointing SRK Consulting to conduct the definitive feasibility study, and advancing land acquisitions at Barrytown Flats, per the filing.The company also submitted a loan application to New Zealand's regional infrastructure fund to support project development and ended the quarter with NZ$2.9 million in cash, the filing added.
Edison International (EIX) reported Q1 earnings Tuesday and outlined a $38 billion to $41 billion capital plan through 2030 to support grid investments and reliability, and to meet rising demand, the company said.The company expects the rate base to grow at about 7% annually from 2025 to 2030, reaching almost $67.9 billion by 2030, driven by infrastructure and electrification investments.Annual investments are expected to range between $7.3 billion and $9.1 billion through 2030, including California Public Utilities Commission- and FERC-regulated projects and advanced metering programs, the company added.CAISO-awarded FERC transmission projects form a key part of Edison International's long-term investment plan, with additional opportunities beyond 2030, including about $2 billion of projects supporting grid expansion and reliability, the company said.The advanced metering infrastructure program represents a total investment of about $3.1 billion, with roughly 50% allocated between 2026 and 2030 and the remaining 50% scheduled for 2031 to 2033.Southern California Edison, a unit of Edison International, holds variable interests in certain power purchase agreements, limiting its financial exposure, the company said.These agreements provided 6.06 gigawatts of contracted capacity as of March 31, 2026, up from 5.30 GW a year earlier, with payments rising to $204 million from $172 million, recoverable through customer rates.The company said these arrangements carry no significant loss exposure, as they do not guarantee debt or equity support and rely on regulated cost-recovery mechanisms, thereby ensuring stable financial positioning.