Analysis
A Gold Rating for the MSCI World ETF, Even as Short-Term Money Heads for the Exit
The iShares MSCI World ETF has secured Morningstar's top medal rating, a distinction that carries particular weight for a passive...
Plug Power’s Institutional Backing Is Growing — But the Balance Sheet Still Casts a Long Shadow
The gulf between what Plug Power's share price says and what its shareholder registry reveals has rarely been wider. While...
Uranium Junior’s Permitting Pile-Up Takes Centre Stage After CSE Relocation
The administrative dust has settled on Radiant Uranium Corp.'s move to the Canadian Securities Exchange, and what remains is a...
OHB’s Billion-Euro IRIS² Win Lands in the Middle of a Technical Storm
The Bremen-based space group OHB SE signed a contract with SES S.A. on Tuesday worth just under €1 billion, covering...
Renk’s Ownership Puzzle: Fund Managers Shift Positions as the Share Price Tests New Lows
The disclosure machinery of Germany's securities law has thrown up a fresh talking point for investors in Renk Group, and...
Bayer’s Dual Narrative: A Crop Science Endorsement Meets a Pharma Pipeline Rebuttal
The investment case for Bayer is increasingly being written on two separate pages. While Wall Street's attention has gravitated toward...
Nel ASA’s Order Book Tells a Recovery Story Its Income Statement Can’t Yet Confirm
The Norwegian electrolyser specialist has slipped into a period of corporate quietude. Since the leadership change announced in June and...
Palantir’s Tug of War: Production Milestones, Political Pushback, and the Burry Question That Won’t Go Away
The arithmetic of Palantir's valuation has never been simple, but the past week has made it genuinely contradictory. On one...
Vulcan Energy’s Ludwig Economics Tighten, Yet the Market Keeps Its Distance
The gap between operational milestones and share-price performance at Vulcan Energy is getting harder to ignore. The latest evidence arrived...
Ocugen’s OCU410 Trial Now Recruiting — But the Verdict Is Still Two Years Away
The first patient has been dosed in Ocugen's global Phase 3 registration study for OCU410, the company's one-time gene therapy...
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