Origin Materials’ Post

🇫🇷🛳️ GTT $GTT one pager A monopolistic company at a fair price? 🏆 Score 7.0/10 🎯 My fair price estimation is around 160€, the stock appears to be relatively cheap 📈 The current growth is impressive for the company. The order book is huge (several years) but the fear of what the business will be at the end of the cycle refrains investors from buying the stock 💰 I think investors don't see the potential of the company (I described it in my article about GTT - the link can be found in my bio). Diversification (Hydrogen, LNG as fuel, services, software) are growing fast and as the CEO said "GTT in 2033 won't look at all like GTT in 2023" What do you think of the company?

There are a couple of reasons why Walmart's (WMT) stock price is relatively high, reaching a market valuation of over $611 billion: * **Strong and Reliable Growth:** Walmart has shown consistent sales growth in recent years, exceeding 5% year-over-year. This growth, following a period of stagnation, has led investors to assign Walmart a more premium valuation. * **Dividend King:** One of the biggest perks of owning Walmart stock is its reliable and increasing dividends. Walmart has increased its dividend payouts every year since 1974, making it a Dividend King. This year, they even upped the quarterly payment by a significant 9%, showcasing management's confidence in the company's future. * **Omnichannel Strategy:** Walmart has effectively adopted an omnichannel retail strategy, allowing customers to seamlessly shop online or in brick-and-mortar stores. This strategy has helped them compete more effectively with online giants like Amazon. * **Low-Cost Leader:** Walmart has a long-standing reputation for offering low prices on a wide variety of products. This continues to be a major advantage, especially during times of inflation when consumers are more price-conscious. However, some analysts believe Walmart's stock price might be nearing its peak. The high valuation, coupled with the possibility of growth slowing down, could lead to a correction in the future.

Our good Q3 financial results confirm the success of the New Vallourec transformation plan.

Microsoft's position as the world's most valuable company, based on market capitalization (market cap), can be attributed to a few key factors: Strong and Consistent Revenue Growth: Microsoft has shown consistent growth in revenue across its various business segments. This growth is particularly impressive for a company of its size and age. Dominant Market Share in PC Software: Microsoft still holds a dominant position in the PC software market, with its Windows operating system powering over 80% of personal computers globally. This strong foundation provides a steady stream of income. Successful Cloud Computing Business: Microsoft's cloud computing platform, Azure, has emerged as a major competitor to Amazon Web Services (AWS). The Intelligent Cloud segment, which includes Azure, is one of Microsoft's fastest-growing divisions. Strategic Acquisitions: Microsoft has made several strategic acquisitions in recent years, such as the planned acquisition of Activision Blizzard, which will bolster its gaming division. These acquisitions expand Microsoft's product offerings and reach new markets. Investor Confidence: Investors have a high degree of confidence in Microsoft's future prospects. The company's track record of innovation, combined with its strong financial performance, makes it an attractive investment. Overall, Microsoft's strong market position, consistent revenue growth, and diversified business strategy have all contributed to its impressive market cap.

Nvidia's (NVDA) market capitalization reaching $2.21 trillion can be attributed to a confluence of factors: * **Strong financial performance:** Nvidia has been delivering impressive financial quarters, exceeding expectations with consistent revenue growth, particularly in the data center segment driven by Generative AI. This strong performance fuels investor confidence and increases the perceived value of the company. * **AI and Datacenter dominance:** Nvidia is a leader in the Artificial Intelligence (AI) and Datacenter space. Their graphics processing units (GPUs) are widely used for AI applications like training models and generating content. This dominance translates to a strong market position and high demand for their products. * **Growth potential:** The AI market is expected to continue experiencing significant growth in the coming years. Investors see Nvidia as a major player in this space and are willing to pay a premium for the potential future earnings this growth represents. Overall, Nvidia's strong financial performance, leadership in AI and datacenter technology, and the promising future of the AI market have all contributed to its impressive market capitalization.

There are two main ways to measure the size of a corporation: by market capitalization (market cap) and by revenue. **Top 10 By Market Capitalization (as of June 2024)** Market cap refers to the total value of a company's outstanding shares of stock. Here are the top 10 largest companies in the world by market cap: 1. Microsoft (MSFT) - $3.1 trillion (Technology) 2. Apple (AAPL) - $2.68 trillion (Technology) 3. NVIDIA (NVDA) - $2.21 trillion (Technology) 4. Saudi Aramco (2222.SR) - $2.01 trillion (Oil & Gas) 5. Alphabet (GOOG) (parent company of Google) - $1.84 trillion (Technology) 6. Amazon (AMZN) - (Technology) 7. Tesla (TSLA) - (Automobile) 8. Meta Platforms (META) (formerly Facebook) - (Social Media) 9. Berkshire Hathaway (BRK.B) - (Conglomerate) 10. TSMC (TSM) - (Semiconductors) **Top 10 By Revenue (as of 2023)** Revenue refers to the total amount of income generated by the sale of goods and services produced by a company. Here are the top 10 largest companies in the world by revenue: 1. Walmart (WMT) - $611.289 billion (Retail) 2. Saudi Aramco (2222.SR) - $603.651 billion (Oil & Gas) 3. Amazon (AMZN) - $574.785 billion (Retail) 4. State Grid Corporation of China - $530.009 billion (Electricity) 5. Vitol - $505.000 billion (Commodities) 6. China National Petroleum Corporation - $483.019 billion (Oil & Gas) 7. China Petrochemical Corporation - $471.154 billion (Oil & Gas) 8. Exxon Mobil (XOM) - $413.680 billion (Oil & Gas) 9. Apple (AAPL) - $394.328 billion (Electronics) 10. Shell (SHEL) - $386.201 billion (Oil & Gas) It's important to note that these lists can change frequently, depending on stock market fluctuations and company performance.

There are a few key reasons why Apple's (AAPL) stock price is so high and its market valuation is over $2.68 trillion: * **Strong Brand Loyalty:** Apple has a reputation for creating high-quality, innovative products with a loyal customer base willing to pay premium prices. This loyal customer base drives consistent demand for iPhones, iPads, Macs, and other Apple products. * **AI Push:** Recently, Apple announced its new Apple Intelligence AI platform, which integrates AI into its operating systems. This move into AI has investors excited about Apple's future growth potential, especially considering the importance of AI in tech. * **Financial Performance:** Apple is a very profitable company with a strong track record of revenue and earnings growth. This financial stability makes it attractive to investors seeking reliable returns. * **Large Cash Reserves:** Apple has a massive amount of cash on hand, which gives it the flexibility to invest in new technologies, make acquisitions, and return money to shareholders through dividends and stock buybacks. It's important to note that not everyone believes Apple's stock price is justified. Some analysts believe the stock is currently overvalued, especially considering its high price-to-earnings ratio. However, Apple's strong brand, financial performance, and recent AI push continue to fuel investor confidence and keep the stock price high.

What is Nucor Corporation’s Ticker Symbol? A Guide to Investing in America’s Steel Leader https://lnkd.in/epUxc5_d When it comes to investing in the steel industry, Nucor Corporation stands out as a key player. As the largest steel producer in the United States, Nucor has built a reputation for innovation, sustainability, and strong financial performance. But before you dive into investing, it’s crucial to know one simple yet essential detail: What is Nucor Corporation‘s ticker symbol? Nucor Corporation’s Ticker Symbol: NUE Nucor Corporation is publicly traded on the New York Stock Exchange \(NYSE\) under the ticker symbol NUE. This symbol represents the company in all financial markets and is used by investors to buy and sell Nucor’s... Steel Price #steelprice #steelprices #steel_news #steelmarket #LME #HKEX #Metal #stock #stocks #steel

Is Nucor Corporation \(NUE\) a Good Stock to Buy? Comprehensive Analysis and Future Outlook https://lnkd.in/dUChCZuy Investing in stocks requires careful consideration of a company’s financial health, market position, and growth potential. Nucor Corporation \(NYSE: NUE\), a leading player in the steel industry, has garnered significant attention from investors. This article provides a thorough analysis of Nucor Corporation, examining its financial performance, competitive positioning, and future outlook to help you determine if NUE is a good stock to buy. Company Overview Nucor Corporation is one of the largest and most diversified steel producers in the United States. Founded in 1940, Nucor is known for its innovative steel production processes, including electric arc furnaces \(EAF\), which allow... Steel Price #steelprice #steelprices #steel_news #steelmarket #LME #HKEX #Metal #stock #stocks #steel

SEBI order the allocation of geographical markets between related parties, as a Related Party Transaction. The SEBI order treating the allocation of geographical markets between related parties, Linde India Ltd. (LIL) and Praxair India Pvt. Ltd. (PIPL), as a Related Party Transaction (RPT). The key points are: 1) Nature of Allocation: The geographical market allocation involved dividing regions for operating their gas businesses. Linde was assigned the north, east, and west 2 regions, while PIPL was allocated the south, central, and west 1 regions. 2) Impact on Business Opportunities: SEBI noted that this allocation effectively alters the distribution of business opportunities between LIL and PIPL. It argued that even though there was no direct transfer of assets or current revenue, the allocation could still influence the companies' future business prospects and earnings . 3) Requirement for Valuation and Shareholder Approval: The order emphasizes that such an allocation should have been accompanied by a valuation or financial impact analysis. This would ensure that shareholders are informed and have a say in decisions that significantly impact the company's strategic direction and financial health . SEBI considered this market allocation a significant decision that should have been treated as a material RPT, requiring rigorous scrutiny and shareholder approval to safeguard the interests of non-controlling shareholders.