ReBound’s Post

It was exciting to attend Dan’s keynote and see this rapid progress, Subramanian Iyer, Dan and team have made since Nov. I came away with a greater appreciation of the challenge they have undertaken. IMHO, it’s conceptually orchestrating the semi industry’s best of breed capabilities to fill gaps and improve US competitiveness. Just imagine an ecosystem future that combines, Intel’s market sensing, long term vision and marketing, with Nvidia’s execution, with AMD’s systems thinking, with Micron’s manufacturing & operational excellence, with IBM’s research, with Applied’s tools breakthroughs … with the US startups’ cutting edge innovative ideas. If that sounds far fetched, remember the human mind isn’t great at exponential thinking. This may be the first step in a thousand mile journey but as Dan said in his keynote, “… moving forward with warp speed”. Hence, reposting to raise awareness, so we can all get on board the Advanced Packaging train — one of the most exciting opportunities the semi industry has, to make a HUGE impact in transforming how the world uses data to enrich the lives of all.

The Macro Minute | March 26, 2024 In today's video, I discuss mixed signals from the US goods sector + how our “Green Shoots Globally” theme continues to work. You can watch it here: https://lnkd.in/dMcXrN86

To unleash the full potential of European industry, we need a strengthened single market - and the case for this was made clear by former Prime Minister of Italy Enrico Letta’s new report. What he says is spot on: it’s time for “a single market with teeth for a big world.” This means creating a business case for green products, replicating the simplicity of the US IRA in Europe, and protecting critical key technologies in a currently uneven playing field at the global level. We are proud to have contributed to the report through the European Round Table for Industry - ERT and happy to see its strong impact. We fully support the European Council’s call for a new European competitiveness deal, which, among many things, could achieve a genuine energy union by securing the supply of abundant, affordable and clean energy; foster a more innovation friendly environment; and ensure the regulatory framework brings certainty and predictability. Don’t forget that the chemical industry is a strong partner to achieve the EU #GreenDeal. Without chemistry there would be no #EVbatteries, no #greenhydrogen, no circular economy. Let’s remove the obstacles within the single market so European industry can thrive. #lettareport #singlemarket #EUGreenDeal #EUCO

*Good news*: we keep on growing 🚀 *Better news*: we keep on growing sustainably 🌍, as in Admiral we want to grow in a way that is sustainable. We never trade off what's right for the long term with short term results. A couple of bits were announced together with our Half Years results: 🎯 We have achieved another significative milestone in our decarbonisation journey, as our science-based targets have been approved by the Science Based Targets initiative. 🌱 Our #ESG score was recently upgraded to #AAA by MSCI Inc. Admiral Group Plc Admiral Seguros | Admiral Group ConTe.it - Admiral Group L'olivier Assurance | Admiral Group Plc #resultsday #MSCI #SBTi #sustainability

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CreditSights is rolling out coverage of the important Tolls Roads space. For those investors interested in this solid but tight spread sector, our Webinar and Primer series details where to find value.

Do you have compelling arguments to safeguard your product from budget cuts? Are you successfully turning district pilot tests into long-term partnerships? Watch this short video to find out why you should register for next week’s Virtual Forum! Use the link in our pinned post to register.

Today, Admiral Group announced our 2024 half-year results, delivering another strong performance in the global market. Group CEO, Milena Mondini, recaps our results offering colleagues, other shareholders, analysts, etc. a look at the Group’s 2024 performance. Some highlights include: ✅ We now have 8.23 million customers insured with us in the UK ✅ Our total customer base increased to 10.53 million across the Group ✅ Group profit is up 32% compared to the 2023 half year result ✅ Approximately 12,500 Admiral colleagues (Canadians included) will receive up to £1,800 in company shares based on these results this fall ✅ The interim dividend per share is set at 71p to be paid to all employee shareholders this fall