Articles by Daniel Marsh
EU-India Trade Pact Advances, But Tariff Relief Remains Years Away
The EU-India FTA has been submitted for final approval, but most tariff reductions for European exporters won't kick in for years. Immediate duty-free access benefits Indian exporters.
SGOV Yield vs T-Bill Rate: Why the Gap Isn't Lost Income
SGOV's 3.63% SEC yield vs 4.07% T-bill rate: the gap is due to different measurement methods, not lost income. Here's what investors need to know.
New Fortress Restructuring Slashes Debt to $700M, Dilutes Legacy Holders
New Fortress Energy completed a restructuring that cuts corporate debt to ~$700M, but legacy shareholders could see their stake diluted below 4.6% if preferred shares convert.
Rolls-Royce Cash Flow: Flying Hours Rise, But Shop Visits Eat Into LTSA Balance
Rolls-Royce's flying-hour receipts rose 13%, but a 35% jump in shop visits limited LTSA balance growth, raising questions about cash flow quality and valuation.
Saab's Gripen Canada Hopes Hinge on 40-Jet Assembly Threshold
Saab AB (SAABY) has detailed a Canadian Gripen E assembly plan requiring at least 40 jets, but no order exists. Investors should watch for formal procurement steps.
Apple TV+ Dominates Early 2026 Emmys with 20 Wins, But Financial Impact Remains Unclear
Apple TV+ secured 20 Emmy wins ahead of Monday's main ceremony, the most of any platform. However, the financial impact on AAPL remains unclear as the company doesn't disclose streaming metrics.
Centrus Energy Eyes $120M Supplier Acquisition to Strengthen Nuclear Fuel Chain
Centrus Energy (LEU) is in advanced talks to buy an unnamed U.S. supplier for about $120 million, a valuation below 0.8x sales. Yet, without profit or cash flow data, the true cost remains unclear.
Greenwave's Preferred Deal Could Flood Shares by 86%
Greenwave Technology Solutions (GWAV) raised $3.75M via preferred stock, potentially adding 715,649 common shares—86.3% of its count—raising dilution concerns.
GlucoTrack's $11.6M Deal Yields Only $4.5M Cash, Dilution Looms
GlucoTrack's $11.6M financing brings only $4.5M new cash, with the rest from converted debt and discount. Shares fell 21% on dilution concerns.
SharonAI Leadership Shift: COO Transition Preserves Founder's Equity Stake
SharonAI disclosed leadership changes, with co-founder Leece keeping 151,219 RSUs as Burns becomes COO. Contract runs to 2027, stock up 5%.
Netflix Pulls Plug on 'Ransom Canyon' as Audience Slips
Netflix has canceled 'Ransom Canyon' after two seasons, following a 41% drop in three-week viewership. The move underscores the streamer's focus on content ROI.
Belden's Ruckus Buy: Margin Boost Meets $1.8B Debt Burden
Belden's Ruckus acquisition boosts margins but adds $1.8B debt, cutting net income. BDC stock faces deleveraging test.