LandBridge, a major holding in Leo Nelissen's portfolio, is advancing with seven counterparties in late-stage talks for over 10 GW of power and data center projects, expecting revenue by next year-end. The company's produced water business is growing strongly, with disposal volumes up 15% and pricing projected to reach $0.15 per barrel, supporting an EBITDA growth target of $360 million by 2029. These developments underpin Nelissen's Strong Buy rating and a near-term price target of $120–$130, with potential for further gains if data center and commercial growth accelerates.
Tango Therapeutics' drug vopimetostat combined with daraxonrasib has shown a promising early signal in treating pancreatic cancer, based on a small group of 12 previously treated patients. A larger Phase 3 trial is planned to test the drug as a first...
Church & Dwight is rated Buy due to strong volume-driven organic growth, market share gains, and consistent outperformance of guidance. The company’s strategy to acquire and grow underpenetrated, high-margin brands like TheraBreath and Hero supports ...
Virgin Galactic's stock rating was upgraded from Sell to Hold due to a better outlook, though significant risks persist. Management expects positive quarterly cash flow by 2027, but concerns about stock dilution and high short interest continue. The ...
The Nicholas Crypto Income ETF (BLOX) provides a high 36% yield with weekly distributions, targeting investors focused on income who can tolerate high risk. BLOX uses synthetic crypto exposure and diversified holdings to reduce volatility and enhance...
Alamar Biosciences has developed ARGO instruments that automate NULISA protein detection assays, creating a platform that drives recurring demand for consumables. This technology could expand the company's market beyond research into diagnostics thro...
