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Image source: Getty Images Morgan Advanced Materials (LSE:MGAM) is a FTSE 250 industrial company, focusing on specialist products using carbon, advanced ceramics and composites. This includes thermal products like those used for electric vehicle charging and ceramic cores for aircraft engines. It markets itself as a global leader, and it’s certainly operating in sectors with high demands for precision instruments and products, which creates something of an economic moat. However, the last few years haven’t been straightforward. In fact, the stock is trading near 10-year lows. Morgan has struggled recently due to weak end-market demand, particularly in semiconductor and industrial…

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Key Takeaways: La Caisse commits AU$200 million alongside AU$50 million from CEFC to create Meldora. Gunn Agri Partners will manage the new platform focused on sustainable agriculture and carbon credits. Meldora’s first acquisition is a 15,000-hectare farm in Central Queensland. Rio Tinto has signed as a foundation offtaker for Australian Carbon Credit Units (ACCUs). The initiative integrates farming productivity with environmental restoration and biodiversity. La Caisse Invests in Meldora with CEFC Support La Caisse has joined forces with the Clean Energy Finance Corporation (CEFC) to launch Meldora, a large-scale, diversified agricultural platform valued at AU$250 million. The new venture is…

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Image source: Getty Images BAE Systems (LSE: BA) shares got a massive boost on 31 August as Norway made a £10bn deal for five Type 26 Frigates. These anti-submarine ships will be built in shipyards in Glasgow and are intended to prowl the North Atlantic ocean along with Royal Navy counterparts.  While no one wants naval conflicts near our waters any time soon, the best way to secure peace is to be well prepared for the alternative. BAE Systems shares only rose a couple of percent on the day. But the share price has now tripled since Russia first invaded…

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Image source: Getty Images Recently, analysts from several banks have voiced concerns about a short-term stock market correction, including Deutsche Bank, Morgan Stanley and Societe Generale. While expectations vary, some suggest a fall of as much as 15% – or more. Nobody really knows what could happen but it pays to be prepared. And looking at the market, I can understand their caution. The S&P 500 hasn’t had the strongest year, yet valuations still look stretched following last year’s rally. The index is trading on a price-to-earnings (P/E) ratio of 27, far higher than its long-term historical average of 16.…

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Image source: Getty Images The BAE Systems (LSE: BA.) share price is up an impressive 54% this year. Yet despite that stellar growth, it’s still lagging several of its main competitors. The past six months have been particularly underwhelming with only 12% growth. That’s significantly less than Rolls-Royce, Melrose Industries and Chemring Group, which have all posted stronger price performances. Market-cap growth over the past year has also trailed rivals, suggesting that investor enthusiasm hasn’t fully translated into the BAE share price. Created on TradingView.com What makes this puzzling is that the company continues to secure lucrative partnerships and long-term…

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Image source: Getty Images Almost three years ago, on 4 November 2022, my wife and I bought into several mega-cap American businesses. We did so after the tech-heavy Nasdaq Composite index had slumped to its 2022 low. One share we bought that day had been on my watchlist for ages: Alphabet (NASDAQ: GOOG) stock. Nasdaq nightmares As the global threat caused by Covid-19 receded, US shares skyrocketed. From 30 October 2020 to 19 November 2021, the Nasdaq Composite soared by 47.2%. Throughout late 2021, I repeatedly warned Fool readers that US stocks were at unsustainably high levels. Indeed, I worried…

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Mining.comPiles of rare earth elements and metallic ores in industrial warehouse, raw materials for tech, electronics, renewable energyPiles of rare earth elements and metallic ores in industrial warehouse, raw materials for tech, electronics, renewable energy..12 hours ago Source link

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Image source: Getty Images The FTSE 100 may be near record-highs but not all stocks have been participating. Indeed, one of its constituents now sits at an 11-year low, having crashed 25% in 2025 alone. Post-Covid blues The stock in question is speciality chemicals producer Croda (LSE: CRDA). Its mission-critical ingredients are found in dozens of products across the beauty, pharmaceutical, and agricultural industries. During the height of the pandemic, when pharmaceutical companies were manufacturing huge quantities of vaccines, sales of Croda’s lipids sky-rocketed. A subsequent collapse of that market has been the number one reason behind the stock losing…

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