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2rusty
10 days ago
As of right now, we're in a bit of trouble.
I despise the fact that I've had to type that sentence and I accept that it's still early in the season and with plenty of time for things to change, but the fact is that Sunderland are enduring a terrible opening stanza of their 2026/2027 Premier League season.
Although Thursday night's Europa League victory over Torreense was memorable, this crash-and-burn display against the Cherries was a brutal comedown and featured all the hallmarks of this lethargic, disjointed side in full cry.
From back to front (bar Robin Roefs, who was exceptional), the Lads were dismal on Sunday and even though Régis Le Bris shuffled the starting eleven in an attempt to shore things up and seemingly eke out a 0-1 away win, it backfired spectacularly, leaving the head coach with yet more wreckage to sift through and a group of players for whom the highs of 2025/2026 must seem a lifetime away.
This wasn't inevitable.

#premier
fofegore01
20 days ago
Hurricane Isaias, the first hurricane of the Atlantic season, is expected to strengthen when it approaches the northern Gulf Coast on Friday, prompting mandatory evacuations, school closures in parts of Florida and the threat of a life-threatening storm surge, according to the National Hurricane Center.
Isaias is forecast to make landfall within the warning area late Friday or early Saturday, according to the National Weather Service, which warned of damaging hurricane-force winds. The National Hurricane Center (NHC) said Isaias was expected to remain a strong hurricane throughout this period.
It is unclear exactly where Isaias might make landfall. Current models show the center of the storm coming onshore anywhere from eastern Mississippi to the western tip of the Florida Panhandle.
The NWS said residents in portions of the Florida Panhandle, southern Alabama, some parts of Mississippi, including the south, should "prepare for the possibility of long-duration power outages."
The governors of Florida and Alabama declared states of emergency for dozens of counties. Okaloosa County in Florida announced mandatory evacuations for some coastal areas. "Residents should take this storm seriously and evacuate," the county government said in a news release.

#national #center #panhandle
ember4719
25 days ago
Jersey Shore star Paul 'DJ Pauly D' DelVecchio is getting married.
In videos circulating on social media, Pauly D paused his DJ set at the OMNIA Dayclub in Caesars Palace, Las Vegas, on Sunday (Sept. 27) to pop the question to his longtime girlfriend, Nikki Hall. The couple met on the MTV Double Shot at Love reality series in 2019, and went public with their relationship the following year.
Hall took a moment when Pauly D got on one knee, clearly shocked by the proposal, but enthusiastically said yes.
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In a post sharxed on Instagram alongside photos of the moment, Hall confirmed their engagement. "We've spent these years choosing each other, growing together, building a life we love, and never rushing a chapter just because the world was ready to read it," she wrote. "No pressure. No timeline. Just ours—and God's. & as always, his time was perfect. The easiest YES I've ever said."

#delvecchio #omnia
stomp
1 month ago
Estes Express Lines is investing nearly $56 million to expand its cross-border and offshore freight network, including terminals, equipment and capacity serving Canada, Mexico, Alaska, Hawaii and Puerto Rico.
Alex Peebles, senior director of offshore and international at Estes, said the privately held, family-owned carrier is taking a longer view of the freight market rather than allowing current conditions to dictate its investment strategy.
"We're really looking at all of these investments from a long-term horizon and viewpoint perspective and one that's going to help accommodate growth and capacity into all the offshore international markets that we service," Peebles told FreightWaves.
Estes, which is celebrating its 95th anniversary this year, is North America's largest privately held less-than-truckload (LTL) freight transportation provider. The company operates a network of over 300 terminals and service centers across the U.S., Puerto Rico, Alaska, Hawaii with coverage extending to Canada, Mexico and the Caribbean
Peebles said the company's ownership structure gives it flexibility to move quickly when real estate and equipment opportunities arise.

#rico
qnkgsnwscyvxyz
1 month ago
The temporary closure of the key onshore pipeline Saudi Arabia uses to bypass the Strait of Hormuz has added another shock to an oil market already struggling with six months of Middle East supply disruptions.
And the damage now appears to be more extensive than initially believed.
Three pumping stations along Saudi Arabia's East-West pipeline were damaged in last week's attack, Reuters reported on Thursday, citing satellite imagery and industry sources. Earlier ***** sments had identified damage at two stations. Three sources told Reuters that repairs could take five to six weeks, although partial pumping could resume sooner.
Before the attack, the system was moving between 4 million and 5 million barrels per day (bpd), equivalent to roughly 4%–5% of global oil supply. Its total capacity is around 7 million bpd, including approximately 2 million bpd supplied to refineries.
Saudi Arabia shut the pipeline following multiple attacks on September 10. Satellite imagery previously published by MizarVision showed extensive fire and structural damage around pumping stations along the route.

#million #pumping #arabia
r1bsb3o5fjy2
1 month ago
A question has bedeviled a wealthy Lake Tahoe enclave for years: Who is poisoning the towering trees that stand sentry on the North Shore?
Residents of Incline Village, Nev., hope a $147,000 reward will generate some answers.
"It's the most appalling, selfish thing that anyone could do, especially for trees that are irreplaceable," said Chris Nolet, a retired certified public accountant and consultant to the biotechnology industry who ***** embled a small group of private donors known as Friends of Burnt Cedar Beach to put up the bulk of the reward. "These trees are 100 years old."
The donors are offering $122,000 for information leading to the successful prosecution of anyone responsible. The Incline Village General Improvement District, which owns and manages the residents-only beach where the poisonings took place, has put up another $25,000 and installed additional cameras around the trees.
The move came after an investigation failed to generate actionable leads, Nolet said.

#incline #nolet #beach #anyone
ksqyjuengzlva
1 month ago
Become a CEO after your MBA: that's the promise some private equity firms are using to recruit top operating talent.
This promise propels the best and brightest into top executive roles without requiring them to climb the corporate ladder, underpinned by the belief that cultivating talent is a better bet than making semi-blind bets on external hires.
Alpine Investors and Shore Capital Partners have each built separate pipelines to funnel operational talent, aiming to equip executives to take charge of their portfolio companies.
Lower-middle-market buyout firm Shore Capital Partners runs what it calls its CXO program, a two-year training scheme that places early- to mid-career talent and recent MBA grads into C-suite-adjacent roles at its portfolio companies—typically chief of staff or vice president of business operations or strategic initiatives.
Top-performing CXO graduates then have the chance to be promoted to C-level positions. So far, Shore has produced four CEOs from the CXO program. This includes Mark Larsen, who has been CEO of medical software business Connexure since 2024.

#Companies
glide427
1 month ago
Our ******* ysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
French manufacturing giant Vallourec has secured the entire carbon-steel line pipe and external coating scope for Petrobras's Sepia 2 offshore development, covering roughly 130 kilometers of subsea infrastructure.
The contract strengthens its position in Brazil's technically demanding pre-salt market and gives investors another reason to believe the group's offshore order book still has room to grow.
Vallourec shares rose around 6% after the premium pipe manufacturer announced a major contract with Subsea7 for the Sepia 2 project in Brazil's Santos Basin.
The agreement covers roughly 130 kilometers of rigid risers and flowlines, representing more than 15,000 tonnes of carbon-steel seamless line pipe designed for highly corrosive environments.

#roughly
fnoq435nzmksvke556
1 month ago
A European independent power producer is expanding its ******* et base on the continent. Israel-headquartered Econergy on September 15 said it is entering the French market with a €134-million ($155 million) acquisition of Escofi, a private wind energy platform of about 740 MW.Econergy, which has offices across Europe, said the deal significantly expands the company's European wind ******* et base, bringing its total renewable portfolio to 13 GW. Escofi, founded in 1988, originates, finances, builds, and operates onshore wind projects, with its wind energy portfolio across four development stages: 128 MW in commercial operation, 34 MW under construction, 147 MW in advanced development stage (with building permits and grid connection approvals in place and construction due to commence between 2028 and 2030), and 432 MW in early and mid-stage development.Escofi's portfolio is concentrated in the Hauts-de-France and Grand Est regions of northern France, which officials said have the strongest onshore wind conditions and regulatory environments in the country.
More than 90% of Escofi's operational and under-construction capacity benefits from 20-year contracted revenues under France's Contracts for Difference (CfDs) regime, providing a stable, long-term revenue stream for the portfolio. Escofi in July of this year secured additional CfDs for three more projects totaling 46 MW at prices above €80/MWh ($92/MWh) for 20-year terms, further strengthening the portfolio's contracted revenue base."The acquisition of Escofi is a significant strategic step for Econergy, establishing our presence in France and materially expanding our European wind platform," said Eyal Podhorzer, CEO of Econergy. "Escofi brings us a proven, 37-year-old French onshore wind operator with a high-quality operational fleet and a strong pipeline of projects with 20-year CfD revenues located in the best wind regions in France. Combined with our existing European platform, this gives Econergy a stronger and more geographically diversified base of long-term, contracted cash flows to build on."Escofi's 309 MW of operational, under-construction, and advanced-development projects are expected to generate annual revenues of €59-65 million and EBITDA of €47-53 million on a representative-year basis. By 2030, on completion of the projects under construction and the 147-MW advanced pipeline, Escofi's operational capacity is expected to reach about 300 MW, with project-level EBITDA of about €42–44 million. Escofi's effective ownership across projects stands at about 91%, and the 432-MW early- and mid-stage pipeline provides the platform's long-term growth runway, according to the company.

#econergy
zu4bynyubd
1 month ago
Our ******* ysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
French manufacturing giant Vallourec has secured the entire carbon-steel line pipe and external coating scope for Petrobras's Sepia 2 offshore development, covering roughly 130 kilometers of subsea infrastructure.
The contract strengthens its position in Brazil's technically demanding pre-salt market and gives investors another reason to believe the group's offshore order book still has room to grow.
Vallourec shares rose around 6% after the premium pipe manufacturer announced a major contract with Subsea7 for the Sepia 2 project in Brazil's Santos Basin.
The agreement covers roughly 130 kilometers of rigid risers and flowlines, representing more than 15,000 tonnes of carbon-steel seamless line pipe designed for highly corrosive environments.

#pipe #vallourec #roughly
gfhwu7jbjmx5j2
1 month ago
Sep. 14—Gonzaga released its women's basketball nonconference schedule Monday for the 2026-27 season, and it shapes up as possibly the most challenging out-of-conference slate the Zags have had under coach Lisa Fortier.
Fortier begins her 13th season with a nonconference schedule that features six teams that finished in the top 100 of the NET last season with four teams earning NCAA Tournament berths.
Gonzaga's three most attractive nonconference dates are road games — at Stanford (Nov. 15), at Arizona State (Dec. 6) and a men's/women's multi-event doubleheader vs. Michigan State (Dec. 19), the Acrisure Challenge, in Palm Desert, California.
Eight of 15 nonconference games are at McCarthey Athletic Center. Gonzaga was going to have a 16th nonconference game — the maximum allowed with 16 conference games — but a third opponent in the North Shore Classic in Hawaii — Gonzaga's holiday tournament this year — pulled out last minute.
Whether Gonzaga lands a one-off additional nonconference game remains to be seen.

#state #schedule
wildly442
1 month ago
On September 10, Lovesac (NASDAQ:LOVE) reported record second quarter revenue of $161.2 million, its highest Q2 total ever, even as its entry-level furniture shopper kept pulling back. The 0.4% sales increase came almost entirely from showrooms rather than higher-margin online orders, and the quarter's real profit boost was traced to a one-time source. A $20 million tariff refund lifted gross margin by 1,200 basis points to 68.4%, masking an underlying business that actually lost money once that windfall is stripped out.
Configurations priced above $6,000 grew by double digits during the quarter, even against a strong comparison from a year earlier, and management pointed to that segment as the clearest sign the brand's value proposition still resonates. Showroom net sales climbed 4.6% to $114.1 million, helped by 14 net new locations opened over the past year and a double-digit jump in conversion rates that offset softer foot traffic.
The Snugg platform, a smaller and more digitally oriented sofa line, helped push "other products" revenue up 198.2%, with more than half of Snugg sales happening online, giving Lovesac a lower-priced entry point into the brand. The Loved by Lovesac resale program is doing similar work, with 70% of its customers new to the company.
Behind all of this sits a pipeline of four major launches set for the second half: a personalized comfort feature for Sactionals, an entirely new large-format premium seating platform, Snugg accessories including a corner piece and swivel base, and the start of onshore Sactionals seat manufacturing, alongside a national rollout of White Glove and Room of Choice delivery. The balance sheet backs it up, with $68.8 million in cash, no debt, $34 million in unused borrowing capacity, and $7.2 million in buybacks with $46.9 million left under the current authorization.
Omni-channel comparable sales fell 1.9%, driven by demand pressure below $6,000, where management said inflation, higher interest rates, and a spike in gas prices have hit the same buyers for several quarters running. Internet sales dropped 5.3%, Sacs sales fell 8.6%, and the exit of the Best Buy shop-in-shop partnership cut "other" net sales by 23.2%. Strip out the tariff refund and adjusted EBITDA was actually a loss of $1.3 million, compared with income of $0.8 million a year earlier, a sign the core business is less profitable than the headline numbers suggest.

#million #quarter #revenue
qwwfsjnqudijywkq
1 month ago
On September 10, IBEX Limited (NASDAQ:IBEX) held its fourth-quarter and full fiscal year 2026 earnings call, and the numbers backed up a message management has been building toward for months. The company posted record full-year revenue, adjusted EBITDA, and free cash flow, all while pitching itself as a business that has flipped the AI narrative in its favor rather than becoming its next casualty. For a sector that has spent the last two years bracing for automation to gut it, that is a notable claim to back with actual client wins.
Full-year revenue hit $644.1 million, up 15.4% organically, and fourth-quarter revenue reached $164.3 million, up 11.6% from a year earlier. That marked the sixth straight quarter of double-digit growth, a streak that suggests the momentum is not a one-off. HealthTech led the charge, climbing 38.5% to $114 million for the year and blowing past the $100 million target management had set for the segment, driven largely by demand from large insurance payers. Technology grew 27.4% in the quarter, while travel and logistics added 17.8%, helped by a new AI agent partnership with Philippine Airlines.
That Philippine Airlines deal is the clearest evidence that IBEX's Sierra AI partnership, formalized in January and announced publicly in May, is more than a slide in an investor deck. During the proof of concept, the AI agent handled interactions in English, Tagalog, and Taglish, hit resolution rates above 20%, and scored a 4.7 out of 5.0 on customer satisfaction, on par with human agents. A separate deployment for BJ's Wholesale pushed resolution rates above 40% and matched that same satisfaction score, beating the marks the client's prior BPO vendor had put up with human agents alone. The company added 17 new trophy logo clients across the year, and its top five clients now make up 33% of revenue, down from 36%, a sign the business is not leaning on a shrinking handful of accounts to carry it.
Not every line moved in the right direction. Fourth quarter GAAP net income slipped to $8.7 million from $9.6 million a year earlier, and diluted EPS fell to $0.59 from $0.66. Management pointed to training costs tied to all those new client wins, a temporary hit from shifting work out of nearshore centers into offshore ones, and higher fuel prices hitting utility and transportation costs, particularly offshore. Adjusted EBITDA margin for the quarter slipped to 12.3% from 13.9%, the same set of pressures showing up in the profitability line rather than just net income.

#revenue #fourth
s5Ck5t
1 month ago
Congressman Tom Tiffany, the Republican candidate for Wisconsin governor, is recovering after the small plane he was traveling in made an emergency landing on a Wisconsin lake. Both Tiffany and the pilot swam to shore and were then taken to the hospital with minor injuries. The FAA and the NTSB are investigating the cause of the crash.

#congressman #republican #governor #small
clickwidget
1 month ago
Vale S.A. (NYSE:VALE) is considering making its debut in China's domestic bond market as soon as this year, with CFO Marcelo Bacci saying the company is preparing for a potential Panda bond issuance. The move would be strategically significant because China accounts for roughly half of Vale's revenue, making renminbi financing a natural extension of its relationship with its largest market. Bloomberg reported that Vale is still ****** sing the market, including whether it can obtain a maturity longer than the typical two-, three-, or five-year terms available to international issuers.
The timing is also favorable for Vale because China's Panda bond market is expanding rapidly. Reuters reported that foreign issuers have increasingly turned to Asian bond markets to diversify funding sources, while Chinese yuan bond issuance has reached record levels in 2026. For Vale S.A. (NYSE:VALE), the potential transaction therefore looks less like a necessity for raising capital and more like an effort to diversify its investor base, potentially lower funding costs, and build a longer-term financing relationship with Chinese investors.
The strongest bullish argument is that Vale S.A. (NYSE:VALE) could potentially lower and diversify its cost of capital by accessing a large pool of Chinese investors at a time when renminbi funding remains relatively inexpensive. Reuters noted that Chinese onshore and offshore yuan bond markets have experienced record issuance this year, with foreign borrowers increasingly using these markets to diversify away from traditional funding currencies. If Vale can achieve competitive pricing, a Panda bond could provide an additional funding channel alongside its established dollar financing, reducing its dependence on a single market.
The move could also create a better natural match between Vale's revenues and its financing currency. Because China represents approximately half of Vale's revenue, raising at least some debt in renminbi could provide a degree of currency alignment with its Chinese business exposure. More importantly, establishing itself as a repeat issuer could strengthen Vale's relationships with Chinese banks and institutional investors, potentially giving it access to another source of capital when global dollar markets become less attractive.
There is also a broader strategic benefit. China is actively expanding the Panda bond market and encouraging international companies to use it. Official Chinese data showed that more than 160 billion yuan of Panda bonds were issued during the first half of 2026, up 69% year over year, demonstrating that the market is becoming more established and liquid. Vale entering this market could therefore position the company early in a growing financing ecosystem rather than waiting until it becomes more crowded.

#chinese #bond #panda #China
crashj
1 month ago
TotalEnergies SE (NYSE:TTE) plans to invest $10 billion alongside its partners in Angola over the next five years, with the goal of maintaining and potentially increasing its oil production in the country. TotalEnergies currently produces around 450,000 barrels per day in Angola, making it the country's largest oil operator and accounting for more than 40% of its total output.
The investment will go toward existing operations, new exploration, and projects aimed at replacing production from Angola's aging offshore fields. One of the biggest projects in the pipeline is the $6 billion Kaminho development, which is expected to start producing oil in 2028. TotalEnergies SE (NYSE:TTE) is also expanding its exploration efforts after signing agreements for two additional offshore blocks. On top of that, the company recently announced a new discovery in Block 17 that could add roughly 6,000 barrels per day to production.
The investment strengthens TotalEnergies SE (NYSE:TTE)'s position in one of Africa's key oil-producing markets and, perhaps more importantly, helps protect a major source of existing production. With around 450,000 barrels per day already coming from Angola, simply keeping output at current levels could continue to provide a meaningful contribution to the company's upstream cash flow. Any additional production from new discoveries and projects would offer further upside.
The current oil-price environment also works in TotalEnergies' favor. Brent crude recently climbed above $100 a barrel amid supply concerns and geopolitical tensions and is currently trading near this range. If prices remain elevated, projects designed to maintain or increase Angolan production could generate strong returns and make the company's investment more attractive.
There are also signs that TotalEnergies SE (NYSE:TTE) is doing more than just trying to slow production declines. Its recent Acacia-5 discovery in Block 17 could add around 6,000 barrels per day, while the company is expanding its exploration presence through new offshore blocks in the Lower Congo Basin. Angola's efforts to reform its oil sector and attract more exploration investment could also create a more favorable environment for TotalEnergies over the longer term.

#investment #offshore
938pqEYT9YmN
2 months ago
The Week 2 Houston-area and statewide Texas high school football scores from Saturday's games.
Aldine Davis 41, Bush 27
Cypress Park 18, Cypress Creek 12
George Ranch 14, Clear Springs 13
Kempner 32, Worthing 6
Manvel 75, Pasadena Memorial 0
Northbrook 29, Sharpstown 26
North Shore 23, Dallas South Oak Cliff 21
Texas City 21, Yates 14
Wheatley 70, Northside 0
Willowridge 52, Washington 23
SA Brennan 56, SA Taft 7
DeSoto 21, Duncanville 20,
Lockhart 20, Kyle Lehman 17
SA Harlandale 27, SA Edison 7

#creek
1rasocket
2 months ago
The Marshall Thundering Herd return to Huntington for their 2026 home opener Saturday when they welcome the Middle Tennessee Blue Raiders to Joan C. Edwards Stadium in a matchup of former Conference USA rivals.
Sep 5, 2026; University Park, Pennsylvania, USA; Marshall Thundering Herd quarterback Carlos Del Rio-Wilson (7) throws a pass during the first quarter against the Penn State Nittany Lions at West Shore Home Field at Beaver Stadium. Mandatory Credit: Matthew O'Haren-Imagn Images
Date: Saturday, September 12, 2026
Time: 7:00 PM ET
Channel: ESPN+

#home #middle
vupovafafit3
2 months ago
Pennsylvania state Rep. David Maloney, a Republican, is asking President Donald Trump to rename Lake Erie to "Lake Pennsylvania" following similar renaming efforts by the president.
Maloney is preparing a resolution calling on Trump, Interior Secretary Doug Burgum and lawmakers on Capitol Hill to take steps to rename Lake Erie to "Lake Pennsylvania," arguing that the change is needed to reflect the lake's modern identity.
"This is Pennsylvania's only Great Lake. Its modern economy and identity are increasingly tied to the boaters, anglers, families and tourists who come to enjoy it," Maloney said in a statement. "Ohio has plenty of shoreline. New York already has two Great Lakes. Canada has four others."
New York Gov Hochul Rejects Trump's 'Lake America' Renaming With Blunt Message
Pennsylvania state Rep. David Maloney, a Republican, is asking President Donald Trump to rename Lake Erie to "Lake Pennsylvania."

#republican
lkza7sGi
2 months ago
Now that we're a few weeks into the high school football season, it's safe to say that we know a good amount regarding many of the nation's top programs.
However, that doesn't mean surprises can't happen. This week's slate of action is a prime example of what we may likely see going forward as many interstate showdowns are coming to an end and most programs are turning their attention to in-state foes.
Here are the top storylines revolving around Super 25 teams from the fourth week of the season.
Note: As of this writing, No. 5 Santa Margarita (CA), No. 10 St. John Bosco (CA) and No. 18 North Shore (TX) had not played.
Final Scores: USA TODAY Sports Super 25, Week 4

#note #santa #margarita
cooL55
2 months ago
"Jersey Shore" star Angelina Pivarnick is being slammed online after she appeared to shade Chris "CT" Tamburello and Phaedra Parks' new romance. On Instagram, Pivarnick didn't hold back when talking about CT's romantic relationship with the "Real Housewives of Atlanta" star. In her comment, the MTV veteran even seemed to imply that Tamburello might've done her wrong.
According to Duexmoi, Pivarnick, who appeared in the first season of "Jersey Shore," commented on a post of Parks and Tamburello posing together at the Creative Emmys earlier this month.
In addition to putting several laughing-face emojis, Pivarnick wrote, "Soo much I could say right now because I know what really happened."
Pivarnick's comments come days after Parks confirmed she was dating Tamburello during an appearance on "Jeff Lewis Live." She told the "Flipping Out" star that she and Tamburello started dating recently, but confirmed they felt a connection in 2023 when they filmed season 2 of "The Traitors."
MEGA

#parks #appeared #season
sotuhu
2 months ago
On September 2, Shell Offshore, a subsidiary of Shell plc (NYSE:SHEL), announced the acquisition of a 30% working interest in Conifer, an exploration prospect operated by BP p.l.c. (NYSE:BP) in the U.S. Gulf of Mexico. Located offshore within Keathley Canyon near BP's Kaskida host development, Conifer represents a significant deep-water play. BP retains operatorship, with the initial exploration well expected to spud in 2027. While the deal reflects shared risk and capital efficiency in high-cost offshore basins, comparing the two giants' Q2 2026 earnings shows that Shell is currently executing from a position of superior financial strength.
Shell plc (NYSE:SHEL) delivered an exceptionally clean Q2 2026 report. Adjusted earnings reached $9.8 billion, driven by record upstream production in Brazil and record refinery utilization, which offset Middle East operational outages. Cash flow from operations (CFFO) came in at $21.4 billion, supported by higher realized prices and a $3.4 billion working capital inflow. Shell maintained strict capital discipline, reiterating its full-year capex outlook of $24 billion–$26 billion while completing $5.8 billion in structural cost reductions since 2022. Balance sheet health remains robust, with gearing at 19% and net debt at $42 billion ($12 billion excluding leases).
BP p.l.c. (NYSE:BP) also turned in a solid Q2 recovery, but its headline metrics lag behind Shell's scale. BP reported underlying replacement cost profit (its proxy for net income) of $5.7 billion, a 78% quarter-over-quarter rebound fueled by strong refining margins and oil trading. Operating cash flow reached $10.9 billion after absorbing a $1.0 billion working capital build. BP used strong cash generation to trim net debt down to $22.25 billion, while guiding full-year capex to $13.5 billion–$14.0 billion.
Although BP raised its quarterly dividend by 4% to 8.66 cents, Shell's cash engine allowed it to announce its 19th consecutive quarter of at least $3 billion in share buybacks, distributing 44% of CFFO over the trailing 12 months.
Shell's bull case centers on superior capital allocation, aggressive portfolio high-grading, including the ARC Resources acquisition targeting a 4% production CAGR through 2030, and consistent share buybacks. The bear case focuses on execution risks in integrated gas and LNG amid volatile market conditions, as well as the challenges of integrating large-scale acquisitions.

#cost
p6ism_boost_zoom
2 months ago
After their first day off in September on Thursday, the Brewers will continue their stretch of NL Central foes as they'll host the Reds for three games in Milwaukee, the second time they'll see Cincinnati in the last two weeks, as the Reds took two of three in Cincy last weekend. The Brewers are coming off of a sweep of the Cubs to balloon their NL Central lead to 10 games over the rest of the pack, sitting at 91-56 with 15 games left. The Reds, who sit in last place, are 69-77 after being swept by the Dodgers to begin the week.
Since the last time these teams met, the Reds have activated right-hander Graham Ashcraft and third baseman Ke'Bryan Hayes from the IL, with left-hander Sam Moll designated for ******* ignment and utility man Edwin Arroyo optioned to Triple-A Louisville in the corresponding moves. The Brewers have only lost Grant Anderson, who was placed on the 15-day IL with biceps tendinitis. He was replaced on the active roster by Brandon Sproat, though Sproat was demoted once again on Thursday, with the corresponding move expected to be a recall of right-hander Garrett Stallings to shore up the bullpen. Jake Bauers is also continuing to deal with a variety of lower-body injuries, and the Brewers have opted to focus on managing the injuries rather than putting him on the IL.
Just to remind you of what these two teams bring to the table offensively and on the mound, here's a quick rundown of both squads.
Milwaukee is hitting .257/.339/.400 (.739 OPS ranks fourth), with 137 homers (last), 742 runs scored (third), and 143 steals (fourth). The Reds are hitting .230/.308/.398 (.706 OPS ranks 23rd), with 196 homers (fourth), 611 runs scored (25th), and 102 steals (11th).
On the mound, Milwaukee ranks second in the majors with a 3.56 team ERA, including a 3.63 starter ERA (fifth) and a 3.46 bullpen ERA (fifth). They've struck out 1,406 batters (second) over 1,312 2/3 innings. Cincinnati ranks 27th with a 4.73 team ERA, including a 4.78 starter ERA (27th) and a 4.68 bullpen ERA (25th). They've struck out 1,186 batters (20th) over 1,293 innings.

#games
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snap
2 months ago
Moerus Capital Management LLC, an investment management firm, recently released its "Worldwide Fund " second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The fund navigated a highly bifurcated investment environment in the second quarter of 2026, as investor enthusiasm for artificial intelligence and technology drove a sharp rally in growth stocks while capital moved away from more traditional, value-oriented areas. The Fund's Institutional Class returned 0.14% in Q2, compared with 14.49% for the MSCI ACWI ex USA and 14.93% for the MSCI ACWI, while its first-half return stood at 5.37%, versus 13.69% and 11.25%, respectively, for the two benchmarks. The relative underperformance was primarily driven by the Fund's limited exposure to Information Technology as semiconductor and AI-related stocks surged, while its Energy holdings also gave back some earlier gains as oil prices declined; however, the Fund benefited from several energy-related investments during the first half. Looking ahead, Moerus views the extreme gap between expensive AI-focused areas and neglected parts of the market as an opportunity, maintaining its long-term deep-value approach of investing in unpopular businesses and ****** ets at significant discounts to intrinsic value and using market volatility to identify potentially attractive investments. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Moerus Worldwide Fund highlighted stocks like Tidewater Inc. (NYSE:TDW). Tidewater Inc. is an offshore supply vessel operator that provides support services to the offshore energy industry. Moerus identified Tidewater as one of the Fund's five most significant positive contributors during the first half of 2026. The one-month return of Tidewater Inc. (NYSE:TDW) was 3.68% while its shares traded between $46.65 and $101.58 over the last 52 weeks. On September 7, 2026, Tidewater Inc. (NYSE:TDW) stock closed at approximately $94.26 per share, with a market capitalization of about $4.61 billion.
Moerus Worldwide Fund stated the following regarding Tidewater Inc. (NYSE:TDW) in its Q2 2026 investor letter:
"Similarly, we'd argue that offshore supply vessel (OSV) operator Tidewater Inc. (NYSE:TDW) has grown the per share value of its business dramatically since 2018 through a combination of a relentless focus on costs, share repurchases, and most notably, the utilization of its OSV industry-leading balance sheet to make three acquisitions of ****** ets (with a fourth pending) from distressed and/or motivated sellers at deep discounts to replacement costs during a years-long industry depression."

#tidewater #fund #energy #second
pmhr4gbaa
2 months ago
Moerus Capital Management LLC, an investment management firm, recently released its "Worldwide Fund " second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The fund navigated a highly bifurcated investment environment in the second quarter of 2026, as investor enthusiasm for artificial intelligence and technology drove a sharp rally in growth stocks while capital moved away from more traditional, value-oriented areas. The Fund's Institutional Class returned 0.14% in Q2, compared with 14.49% for the MSCI ACWI ex USA and 14.93% for the MSCI ACWI, while its first-half return stood at 5.37%, versus 13.69% and 11.25%, respectively, for the two benchmarks. The relative underperformance was primarily driven by the Fund's limited exposure to Information Technology as semiconductor and AI-related stocks surged, while its Energy holdings also gave back some earlier gains as oil prices declined; however, the Fund benefited from several energy-related investments during the first half. Looking ahead, Moerus views the extreme gap between expensive AI-focused areas and neglected parts of the market as an opportunity, maintaining its long-term deep-value approach of investing in unpopular businesses and ******* ets at significant discounts to intrinsic value and using market volatility to identify potentially attractive investments. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Moerus Worldwide Fund highlighted stocks like Transocean Ltd. (NYSE:RIG) while discussing its investment in Valaris. Transocean Ltd. is an offshore drilling contractor. Moerus discussed the company in connection with its agreement to acquire Valaris in an all-stock transaction, which it said helped surface significant latent value in Valaris. The one-month return of Transocean Ltd. (NYSE:RIG) was 2.53% while its shares traded between $3.01 and $7.66 over the last 52 weeks. On September 7, 2026, Transocean Ltd. (NYSE:RIG) stock closed at approximately $5.85 per share, with a market capitalization of about $6.56 billion.
Moerus Worldwide Fund stated the following regarding Transocean Ltd. (NYSE:RIG) in its Q2 2026 investor letter:
"Shares of this U.S.-based provider of offshore drilling services surged in response to the February 9th announcement that the company had agreed to be acquired by Transocean Ltd. (NYSE:RIG) in an all-stock transaction, which was priced at a roughly 32% premium to Valaris' stock price (based on the previous day's closing price of each stock)."

#valaris
quiet4adget
2 months ago
Moerus Capital Management LLC, an investment management firm, recently released its "Worldwide Fund " second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The fund navigated a highly bifurcated investment environment in the second quarter of 2026, as investor enthusiasm for artificial intelligence and technology drove a sharp rally in growth stocks while capital moved away from more traditional, value-oriented areas. The Fund's Institutional Class returned 0.14% in Q2, compared with 14.49% for the MSCI ACWI ex USA and 14.93% for the MSCI ACWI, while its first-half return stood at 5.37%, versus 13.69% and 11.25%, respectively, for the two benchmarks. The relative underperformance was primarily driven by the Fund's limited exposure to Information Technology as semiconductor and AI-related stocks surged, while its Energy holdings also gave back some earlier gains as oil prices declined; however, the Fund benefited from several energy-related investments during the first half. Looking ahead, Moerus views the extreme gap between expensive AI-focused areas and neglected parts of the market as an opportunity, maintaining its long-term deep-value approach of investing in unpopular businesses and ****** ets at significant discounts to intrinsic value and using market volatility to identify potentially attractive investments. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Moerus Worldwide Fund highlighted stocks like Valaris Limited (NYSE:VAL). Valaris Limited is a U.S.-based provider of offshore drilling services. Moerus described Valaris as its largest individual contributor to performance in the first half of 2026. The one-month return of Valaris Limited (NYSE:VAL) was 1.62% while its shares traded between $46.70 and $114.12 over the last 52 weeks. On September 7, 2026, Valaris Limited (NYSE:VAL) stock closed at approximately $86.74 per share, with a market capitalization of about $6.03 billion.
Moerus Worldwide Fund stated the following regarding Valaris Limited (NYSE:VAL) in its Q2 2026 investor letter:
"For example, consider Valaris Limited (NYSE:VAL), the largest individual contributor to performance in H1. Shares of this U.S.-based provider of offshore drilling services surged in response to the February 9th announcement that the company had agreed to be acquired by Transocean in an all-stock transaction, which was priced at a roughly 32% premium to Valaris' stock price (based on the previous day's closing price of each stock). Valaris was added to the Fund in early 2025 following a slide in its share price, amid then-subdued oil prices and what we believed to be a temporary lull in offshore drilling activity caused by support infrastructure constraints (among other factors)."

#worldwide #Stock
zf4ochm0j
2 months ago
UK-based energy company Kistos has been granted a Royal Decree by the Sultanate of Oman relating to its acquisition of onshore Blocks 3 and 4 (Afar & Ghunaim) in Oman from Mitsui E&P Middle East.
Formal completion of the sale and purchase agreement with Mitsui is expected soon.
This will address the final completion adjustments and accounting requirements for the period since signing the original agreement, following the transfer of legal ownership.
Kistos confirmed that the acquisition of Block 9 (Suneinah) from Mitsui remains ongoing. The transaction is following a separate schedule due to its exploration and production sharing agreement (EPSA) framework.
The total consideration for the acquisition of Blocks 3, 4 and 9 is $148m (£109.38m), with an effective date of 1 January 2025, according to Kistos.

#mitsui #acquisition #agreement #blocks
gi_rabri_melax59
2 months ago
Texas high school football season featured some marquee showdowns this weekend. The Week 2 schedule featured blockbuster games and also some equally notable final scores. Below are the top 25 Texas high school football teams, according to the Massey Ratings, as of Sept. 6.
If the last two weekends proved anything, it's that Allen is back. Behind standout performances from 2029 QB Ty Snell and the entire Eagles defense, Allen has knocked off powerhouses Duncanville and DeSoto to open the season, 50-6. Snell passed for four TD on seven attempts, three of those scores going to fellow 2029 WR Zach Williams. Allen held a 28-0 lead at halftime with the defense setting a strong pace in this one.
North Crowley earned another statement victory in the early season — a 40-10 win over fellow Dallas Metroplex powerhouse Southlake Carroll. After the Dragons took a 7-6 lead early, the Panthers scored 21 unanswered points and cruised in the second half. North Texas commit G'Yrell Smith rushed for 96 yards on 11 touches, and QBs Jacob Torres and Jahzeel McCradic combined for two TD passes.
The defending state champs did not miss a beat in a physical tilt vs. Louisiana powerhouse John Curtis. The Mustangs came away with 27-17 win on the road at Our Lady of Lourdes Stadium in Lafayette — after adding two fourth-quarter scores and separating late in the contest. QB Kaleb Taylor threw a TD pass to Jaden Kendrick and Jemarkeus Houston ran for a 14-yard TD to deliver North Shore the impressiveo out-of-state win.
Guyer remained unbeaten on Friday night as the Wildcats notched their 200th program win. The outstanding Guyer defense featuring arguably the state's most talented group of defensive linemen (Zane Rowe (Oregon); Khyren Haywood (Texas Tech); Darrien Neal (TCU); Logan Lokey (2028) held Melissa to less than 100 yards of total offense. First-year starting QB Carter Morgan was terrific — finishing 21-of-29 for 237 yards with a pass TD and a rush TD.

#allen #season
grumpy_hack_par1ly4
2 months ago
LOUISVILLE, Ky. — Angel City Football Club closed out its road trip with a 2-nil victory over Racing Louisville FC on Saturday at Lynn Family Stadium thanks to a pair of goals by Evelyn Shores.
Despite a scoreless first half, Angel City found a controlling rhythm within the opening 15 minutes and maintained it through the rest of the match. Angel City went into the break with 60% possession, seven more shots (two more on target) and 20 touches in Racing Louisville's box. ACFC created various close chances, including in the 19th minute, when Prisca Chilufya sent a right-footed shot from the center of the box, which was saved in the bottom right corner by Jordyn Bloomer.
It wasn't until the 69th minute that Angel City broke ahead. Shores sent a left-footed shot from outside the box to the bottom right corner of an ****** ist by Sarah Gorden.
The 21-year-old midfielder did not stop there. In the 90+1st minute, Shores doubled ACFC's lead with a right-footed shot from the center of the box to the bottom right corner, ****** isted by Ally Sentnor.
Saturday's performance was Shores' first career brace in the NWSL. She now has three goals on the season. It is also the second game the Los Angeles side has won on this most recent road trip. Last week, the team scored a historic 5-2 victory.

#shores #right #minute #corner
6M0koBCzcTfZImlQ
2 months ago
The Golden State Warriors have put together their teams through a variety of ways over the years, yet few approaches have proven as successful as the NBA draft. More than anything else, the most talented players to represent the Warriors have arrived in Golden State either by being selected directly in the annual draft or through trades executed on that same night.
The Golden State Warriors have taken many of their top stars through the draft, but have also landed a number of notable players over the years as well. From tiny colleges to blue blood programs, these alumni have contributed significantly to the team's roster over the years. So, we chose to take a closer look at which Dubs came from which schools over the years.
So without further ado, let's take a look at every player who has been drafted by the Warriors out of University of Maryland Eastern Shore.
Draft year and position: 5th round (2nd pick, 70th overall), 1970 NBA Draft
Seasons at University of Maryland Eastern Shore: unknown

#state #maryland #shore

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