8 days ago
Replenish Nutrients Holding Corp (CSE:ERTH, OTC:VVIVF, FRA:7KE) earlier this week outlined how its strategic relationship with Spanish River Carbonatite (SRC) could support a significant production scale-up, with CEO Neil Wiens saying the company has reached an operational "inflection point".
Wiens told Proactive that the relationship initially developed through Replenish Nutrients evaluating Spanish River Carbonatite as an ingredient in its products. He said the material demonstrated strong efficacy when incorporated into the company's blends, leading to discussions about securing greater and more consistent supply.
Following due diligence, SRC made a sizable strategic investment in Replenish Nutrients, while SRC CEO Tim Close has become chairman of the company.
Close described SRC's northern Ontario carbonatite resource as a naturally occurring blend containing calcium, potassium, phosphate and magnesium, together with trace and micronutrients and beneficial microbes.
He said Replenish Nutrients' production capabilities, distribution network and relationships throughout the agricultural supply chain had been important attractions for SRC. Close added that the respective products represented an "ideal fit", with benefits from combining SRC's material with Replenish Nutrients' products.
#nutrients #products #river #wiens
Wiens told Proactive that the relationship initially developed through Replenish Nutrients evaluating Spanish River Carbonatite as an ingredient in its products. He said the material demonstrated strong efficacy when incorporated into the company's blends, leading to discussions about securing greater and more consistent supply.
Following due diligence, SRC made a sizable strategic investment in Replenish Nutrients, while SRC CEO Tim Close has become chairman of the company.
Close described SRC's northern Ontario carbonatite resource as a naturally occurring blend containing calcium, potassium, phosphate and magnesium, together with trace and micronutrients and beneficial microbes.
He said Replenish Nutrients' production capabilities, distribution network and relationships throughout the agricultural supply chain had been important attractions for SRC. Close added that the respective products represented an "ideal fit", with benefits from combining SRC's material with Replenish Nutrients' products.
#nutrients #products #river #wiens
24 days ago
Brown Brothers Harriman, an investment management company, released its Q2 2026 investor letter for the "BBH Select Mid Cap ETF". A copy of the letter can be downloaded here. In the quarter, the fund increased 9.7% on a total return basis compared to the Russell Midcap Index's 13.8% return. Artificial intelligence is a key factor influencing market performance, with high-valuation and high-beta companies consistently outperforming others. The portfolio saw gains from being overweight in technology and industrials but missed opportunities due to underweighting more cyclical stocks. At the end of Q2 2026, the Fund held positions in 27 companies, with 48% of ***** ets concentrated in the top 10 holdings. The Fund's strategy focuses on companies priced below intrinsic value to ensure a margin of safety, rather than on whether valuations are high or low. Additionally, reviewing the Fund's top five holdings could help identify its best picks for 2026.
In its Q2 2026 investor letter, BBH Select Mid Cap ETF highlighted Darling Ingredients Inc. (NYSE:DAR). Darling Ingredients Inc. (NYSE:DAR) is a leader in converting edible and inedible bio-nutrients to sustainable natural ingredients. On August 19, 2026, Darling Ingredients Inc. (NYSE:DAR) closed at $66.94 per share, reflecting a market capitalization of $10.56 billion. Darling Ingredients Inc. (NYSE:DAR) posted a one-month return of 5.58%, while its shares gained 110.37% over the past 52 weeks.
BBH Select Mid Cap ETF stated the following regarding Darling Ingredients Inc. (NYSE:DAR) in its Q2 2026 investor letter:
"The Fund's largest detractors to performance in the quarter were Guidewire Software Inc. (Guidewire) and Darling Ingredients Inc. (NYSE:DAR). Darling returned -11.7% during the quarter, ending with a weight of 4.0% after trimming the position early in the quarter on strength. Darling is the global leader in rendering animal byproducts and used cooking oil into fats and proteins for a variety of end uses, including animal feed, specialty health products, and renewable diesel through a joint venture with Valero called Diamond Green Diesel (DGD). Darling reported stronger than expected first quarter 2026 results, driven by better performance in the core Feed and Food segments, as well as stronger margins at DGD. Notwithstanding lower oil prices at quarter- end, Darling is extremely well-positioned for significantly improved profitability, with long-awaited certainty on government mandates finalized at the end of first quarter 2026, which will support both margins at DGD and higher Feed prices. These end markets are further benefiting from higher prices as a result of the recent conflict in the Middle East. The full benefit of recent development will start to be apparent in second quarter 2026."
#darling #select #investor #return
In its Q2 2026 investor letter, BBH Select Mid Cap ETF highlighted Darling Ingredients Inc. (NYSE:DAR). Darling Ingredients Inc. (NYSE:DAR) is a leader in converting edible and inedible bio-nutrients to sustainable natural ingredients. On August 19, 2026, Darling Ingredients Inc. (NYSE:DAR) closed at $66.94 per share, reflecting a market capitalization of $10.56 billion. Darling Ingredients Inc. (NYSE:DAR) posted a one-month return of 5.58%, while its shares gained 110.37% over the past 52 weeks.
BBH Select Mid Cap ETF stated the following regarding Darling Ingredients Inc. (NYSE:DAR) in its Q2 2026 investor letter:
"The Fund's largest detractors to performance in the quarter were Guidewire Software Inc. (Guidewire) and Darling Ingredients Inc. (NYSE:DAR). Darling returned -11.7% during the quarter, ending with a weight of 4.0% after trimming the position early in the quarter on strength. Darling is the global leader in rendering animal byproducts and used cooking oil into fats and proteins for a variety of end uses, including animal feed, specialty health products, and renewable diesel through a joint venture with Valero called Diamond Green Diesel (DGD). Darling reported stronger than expected first quarter 2026 results, driven by better performance in the core Feed and Food segments, as well as stronger margins at DGD. Notwithstanding lower oil prices at quarter- end, Darling is extremely well-positioned for significantly improved profitability, with long-awaited certainty on government mandates finalized at the end of first quarter 2026, which will support both margins at DGD and higher Feed prices. These end markets are further benefiting from higher prices as a result of the recent conflict in the Middle East. The full benefit of recent development will start to be apparent in second quarter 2026."
#darling #select #investor #return
29 days ago
Nutrien (NYSE:NTR) held its second-quarter 2026 earnings call on August 6. The headline numbers show a company leaning on its potash strength to offset a ****** pier nitrogen and phosphate picture, while still finding room to raise guidance in one segment and cut spending in another.
Nutrien posted record potash sales volumes in the first half of 2026 and raised the bottom end of its full-year potash sales guidance to a range of 14.2 million to 14.8 million tonnes. Potash generated $658 million in adjusted EBITDA during the quarter, and the company kept controllable cash costs flat year over year while targeting below $60 per tonne for the full year. Automation now covers 53% of ore tonnes mined in the first half, already past the target management set at its 2024 Investor Day. Canpotex is fully committed to third-quarter volumes, and management pointed to a favorable response to its domestic summer fill program.
Beyond the mine, Nutrien trimmed its 2026 capital expenditure guidance by $50 million to a range of $1.95 billion to $2.05 billion, and lifted first-half share repurchases 26% over the prior year, stepping up the pace to roughly $75 million a month in the third quarter. Retail adjusted EBITDA climbed 4% in the first half to $1.24 billion, driven by a 10% jump in proprietary crop nutrients gross margin and sales volumes for certain nutritional products that nearly tenfolded from a year earlier. The company has also generated about $1 billion in gross divestiture proceeds since the fourth quarter of 2024, including roughly $90 million in new agreements since June 2026, and said it received numerous nonbinding bids as it reviews strategic alternatives for its phosphate business.
Nitrogen sales volumes fell from the prior year, with no production from Trinidad or New Madrid, planned maintenance at Carseland, and deferred customer purchases late in the quarter as market volatility picked up. Only about 35% of total nitrogen segment volumes were sold ahead of the onset of the Middle East conflict, leaving more of the book exposed to a choppier pricing environment. Global urea prices dropped in the back half of the second quarter during a seasonal demand lull that geopolitical developments made worse, even as management says trade flow disruptions, production outages, and elevated energy prices firmed up fundamentals again in the third quarter.
Phosphate adjusted EBITDA declined in the quarter because of elevated sulfur costs that Nutrien described as placing unsustainable pressure on producer margins across the industry. Nitrogen segment adjusted EBITDA came in at $635 million for the quarter, and the company still has turnarounds planned at its Lima and Redwater facilities in the third quarter, adding to the operational moving parts already at play from the Carseland work completed earlier in the year.
#year
Nutrien posted record potash sales volumes in the first half of 2026 and raised the bottom end of its full-year potash sales guidance to a range of 14.2 million to 14.8 million tonnes. Potash generated $658 million in adjusted EBITDA during the quarter, and the company kept controllable cash costs flat year over year while targeting below $60 per tonne for the full year. Automation now covers 53% of ore tonnes mined in the first half, already past the target management set at its 2024 Investor Day. Canpotex is fully committed to third-quarter volumes, and management pointed to a favorable response to its domestic summer fill program.
Beyond the mine, Nutrien trimmed its 2026 capital expenditure guidance by $50 million to a range of $1.95 billion to $2.05 billion, and lifted first-half share repurchases 26% over the prior year, stepping up the pace to roughly $75 million a month in the third quarter. Retail adjusted EBITDA climbed 4% in the first half to $1.24 billion, driven by a 10% jump in proprietary crop nutrients gross margin and sales volumes for certain nutritional products that nearly tenfolded from a year earlier. The company has also generated about $1 billion in gross divestiture proceeds since the fourth quarter of 2024, including roughly $90 million in new agreements since June 2026, and said it received numerous nonbinding bids as it reviews strategic alternatives for its phosphate business.
Nitrogen sales volumes fell from the prior year, with no production from Trinidad or New Madrid, planned maintenance at Carseland, and deferred customer purchases late in the quarter as market volatility picked up. Only about 35% of total nitrogen segment volumes were sold ahead of the onset of the Middle East conflict, leaving more of the book exposed to a choppier pricing environment. Global urea prices dropped in the back half of the second quarter during a seasonal demand lull that geopolitical developments made worse, even as management says trade flow disruptions, production outages, and elevated energy prices firmed up fundamentals again in the third quarter.
Phosphate adjusted EBITDA declined in the quarter because of elevated sulfur costs that Nutrien described as placing unsustainable pressure on producer margins across the industry. Nitrogen segment adjusted EBITDA came in at $635 million for the quarter, and the company still has turnarounds planned at its Lima and Redwater facilities in the third quarter, adding to the operational moving parts already at play from the Carseland work completed earlier in the year.
#year
1 month ago
When menopause comes knocking, it brings a metabolic nosedive and weakened muscles along with it. Those two go hand in hand (we'll explain in a minute) but the upshot is a host of joint and muscle injuries you might not realize are hormonal. Back in 2019, Shania Twain was in the same boat.
At the time, Twain was doing a residency in Las Vegas and experiencing what she now realizes was a "raging period of menopause," the singer revealed to People. In the new cover story, Shania shares that she was dehydrated and undernourished from not eating enough protein and lacking key nutrients.
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"I wasn't eating enough salt, I wasn't retaining any water, and I wasn't drinking enough water," Twain recalled, citing the dry Nevada climate. "It was just this perfect storm for disaster."
#wasn 't #shania
At the time, Twain was doing a residency in Las Vegas and experiencing what she now realizes was a "raging period of menopause," the singer revealed to People. In the new cover story, Shania shares that she was dehydrated and undernourished from not eating enough protein and lacking key nutrients.
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"I wasn't eating enough salt, I wasn't retaining any water, and I wasn't drinking enough water," Twain recalled, citing the dry Nevada climate. "It was just this perfect storm for disaster."
#wasn 't #shania
2 months ago
Replenish Nutrients CEO Neil Wiens joined Steve Darling from Proactive to discuss a strategic investment agreement with SRC Agrominerals that will provide $7.5 million in growth capital while supporting the expansion of the company's production facilities in Beiseker, Alberta.
Under the agreement, SRC Agrominerals will acquire an initial 19.9% equity stake in Replenish and provide an additional $7.5 million debenture investment, giving the company flexible capital to accelerate its growth plans.
The partnership also includes the appointment of SRC CEO Tim Close to Replenish's Board of Directors, while Dr. David Morris, founder and chairman of Morris Group Canada, will serve as a board advisor and be nominated for election as a director at the company's next annual meeting.
The investment proceeds will fund construction of a 150,000-metric-tonne pelletizing facility at the existing Beiseker site, along with expanded storage, processing, and load-out infrastructure to support both current granulation operations and future production. The expansion is expected to be completed by the first quarter of 2028.
As part of the partnership, the companies have also signed a long-term supply agreement for carbonatite, a mineral-rich resource containing calcium, phosphorus, potassium, magnesium, trace minerals, and beneficial microbial properties. Replenish will incorporate the material into its proprietary regenerative fertilizer products, securing a reliable supply of a key ingredient for future growth.
#morris #board
Under the agreement, SRC Agrominerals will acquire an initial 19.9% equity stake in Replenish and provide an additional $7.5 million debenture investment, giving the company flexible capital to accelerate its growth plans.
The partnership also includes the appointment of SRC CEO Tim Close to Replenish's Board of Directors, while Dr. David Morris, founder and chairman of Morris Group Canada, will serve as a board advisor and be nominated for election as a director at the company's next annual meeting.
The investment proceeds will fund construction of a 150,000-metric-tonne pelletizing facility at the existing Beiseker site, along with expanded storage, processing, and load-out infrastructure to support both current granulation operations and future production. The expansion is expected to be completed by the first quarter of 2028.
As part of the partnership, the companies have also signed a long-term supply agreement for carbonatite, a mineral-rich resource containing calcium, phosphorus, potassium, magnesium, trace minerals, and beneficial microbial properties. Replenish will incorporate the material into its proprietary regenerative fertilizer products, securing a reliable supply of a key ingredient for future growth.
#morris #board
2 months ago
Tampa, Florida-based The Mosaic Company (MOS) is a prominent producer and marketer of concentrated phosphate and potash crop nutrients. Valued at a market capitalization of $7.3 billion, the company owns and operates mines and production facilities, which produce concentrated phosphate crop nutrients and phosphate-based animal feed ingredients under the Biofos and Nexfos brands.
The company is expected to release its Q2 2026 earnings report on Tuesday, Aug. 4, after the market closes. Ahead of the event, **** ysts expect the company's EPS to be $0.11 on a diluted basis, down 78.4% from $0.51 in the year-ago quarter. The company has missed Wall Street's EPS estimates in three of its last four quarters, beating only once.
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The company is expected to release its Q2 2026 earnings report on Tuesday, Aug. 4, after the market closes. Ahead of the event, **** ysts expect the company's EPS to be $0.11 on a diluted basis, down 78.4% from $0.51 in the year-ago quarter. The company has missed Wall Street's EPS estimates in three of its last four quarters, beating only once.
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3 months ago
The Mosaic Company (MOS) is a leading global producer and marketer of crop nutrients, specializing in phosphate and potash fertilizers that are essential for improving agricultural yields. Headquartered in Tampa, Florida, the company operates mining, production, and distribution facilities across North America and South America, serving farmers and agricultural customers worldwide.
Mosaic has a market capitalization of $7 billion, making it a "mid-cap" stock. As one of the world's largest producers of phosphate and potash fertilizers, Mosaic's products help farmers increase crop productivity and support global food demand. The company also develops advanced crop nutrition products and biological solutions aimed at improving nutrient efficiency and promoting sustainable farming practices.
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Mosaic has a market capitalization of $7 billion, making it a "mid-cap" stock. As one of the world's largest producers of phosphate and potash fertilizers, Mosaic's products help farmers increase crop productivity and support global food demand. The company also develops advanced crop nutrition products and biological solutions aimed at improving nutrient efficiency and promoting sustainable farming practices.
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10 months ago
A glacier in Antarctica about the size of Philadelphia lost half of its entire mass in just two months, according to a shocking new study.
The alarming discovery of the Hektoria Glacier's stunning retreat happened accidentally, according to CNN. Researchers from the University of Colorado Boulder had been in the process of monitoring the area's fast ice for a different study.
Fast ice — also known as landfast ice — essentially acts as a stationary belt around the Antarctic coastline, serving as an important habitat for wildlife and a reservoir for marine nutrients.
Naomi Ochwat, a co-author
The alarming discovery of the Hektoria Glacier's stunning retreat happened accidentally, according to CNN. Researchers from the University of Colorado Boulder had been in the process of monitoring the area's fast ice for a different study.
Fast ice — also known as landfast ice — essentially acts as a stationary belt around the Antarctic coastline, serving as an important habitat for wildlife and a reservoir for marine nutrients.
Naomi Ochwat, a co-author
1 yr. ago
Deysi Vargas’s 4-year-old has short bowel syndrome — a condition in which the body cannot absorb enough nutrients from food.
But the 28-year-old mother, who hails from Oaxaca, Mexico, now fears access to treatment could end at any moment.
But the 28-year-old mother, who hails from Oaxaca, Mexico, now fears access to treatment could end at any moment.