Podcasts about qoq

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Best podcasts about qoq

Latest podcast episodes about qoq

The Edge Podcast
Ether.fi's Path from $50M to $100M+ (Cash, Vaults, and Token Rights) | Revenue Meta

The Edge Podcast

Play Episode Listen Later Feb 20, 2026 58:36


Mike Silagadze is the CoFounder and CEO of ether.fi.Ether.fi is building crypto's own Revolut, a fully integrated banking experience that's self-custodial, with lower fees and higher rewards than traditional fintech. In Q4 2025, ether.fi Cash hit $126M in card spending, up 160% quarter over quarter, making it the largest non-custodial crypto card.Mike breaks down the business model (Stake, Liquid, Cash), how they survived October 10th with zero liquidations, and why 2026 is the year they go mainstream.In this episode, we cover:+ How Cash revenue is diversifying the business beyond ETH exposure+ Why they're not another DeFi casino+ $50M revenue in 2025, forecasting $100M+ in 2026+ Token holder rights and why value accrual must be enshrined+ Tokenized stocks and gold coming in March 2026------

BusinessLine Podcasts
Top Business & Market Headlines Today — BL Morning Report, January 15, 2025

BusinessLine Podcasts

Play Episode Listen Later Jan 15, 2026 3:13


Infosys Q3 results: Revenue jumps 8.9% to ₹45,479 crore; beats expectations Infosys reported a decline in profit for the December-ended quarter of FY26, with PAT falling 9.6% sequentially and 2.2% year-on-year (YoY) to Rs 6,654 crore. Despite the dip, the IT major raised its constant currency revenue growth guidance for FY26 to 3–3.5%, up from the 2–3% forecast issued in the previous quarter. Revenue rose 8.9% YoY and 2.2% quarter-on-quarter to Rs 45,479 crore. In constant currency (CC) terms, revenue grew 1.7% YoY and 0.6% QoQ. Large deal momentum improved, with total contract value (TCV) reaching $4.8 billion during the quarter, including 57% net new deals, up from $3.1 billion in the September quarter. PM Internship scheme falters as funds go unused Data from Controller General of Accounts (CGA) showed as against the budget allocation of over Rs 11500 crore, the Ministry spent little over Rs 500 crore. The allocation for the full year has a 94 per cent share, or over Rs 10,800 crore, for the PM Internship Scheme. During FY25, budget allocation was revised to around Rs 1,078 crore from Rs 2,667 crore. The ministry had admitted before the Standing Committee that it was largely because the funds were surrendered under the PM Internship Scheme. CGA data showed actual expenditure was around Rs 680 crore only. Maharashtra, Tamil Nadu top performers in Niti Aayog's export preparedness index 2024 Maharashtra has topped the Niti Aayog's Export Preparedness Index (2024) in the large States category followed by Tamil Nadu and Gujarat in the second and third places respectively.  Uttarakhand, Jammu & Kashmir and Nagaland bagged the top three spots among small States, North East and Union Territories. The report was released by Niti Aayog CEO B V R Subrahmanyam on Wednesday. EPI 2024 assesses the export capabilities (performance and readiness) and potential of Indian States and Union Territories covering the period FY2022-FY2024 and has been prepared with the support of Deloitte. India steps up bunker construction along LoC after Operation Sindoor  Following Operation Sindoor, the central government has intensified its focus on strengthening border infrastructure in Jammu and Kashmir. In north Kashmir's Uri sector, the government is constructing at least 500 new bunkers to protect civilians living along the Line of Control (LoC), officials said, as part of broader measures aimed at enhancing safety in border areas vulnerable to cross-border shelling. The lack of adequate bunkers in border areas across Jammu and Kashmir during the Operation Sindoor operation laid bare the risks faced by residents during periods of heightened tension along the 740-km-long LoC.

Stanford Brown's Market Insights
SB Talks: Data Surprises & Data Centres

Stanford Brown's Market Insights

Play Episode Listen Later Dec 2, 2025 16:21


In this episode of SB Talks, CEO Vincent O'Neill and CIO Nick Ryder, take a fast-paced look at global markets. In the US, manufacturing slows as tariffs bite, while AI and data centre spending surge. Back home, Australia's first full monthly CPI eliminates hopes of a pre-Christmas rate cut, even as Q3 growth and capacity constraints keep pressure on. Nick unpacks a record capex jump, plant and equipment lead the charge, data centre hardware up 92% QoQ fueling productivity but driving imports. Markets cool after a risk-on run, crypto retreats, and competition heats up in banking. The duo also weigh the Fed chair race and a divided FOMC, before hinting at Stanford Brown's 2026 outlook: cautiously optimistic, focused on inflation, productivity, and the evolving AI story.    Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/ Music promoted by https://www.chosic.com/free-music/all/ Creative Commons CC BY 3.0 https://creativecommons.org/licenses/by/3.0/

THE STANDARD Podcast
Morning Wealth | จับตาภาวะถดถอย! GDP ไทย Q3/68 โตต่ำคาด ติดลบ QoQ ครั้งแรกรอบ 10 ไตรมาส | 18 พฤศจิกายน 68

THE STANDARD Podcast

Play Episode Listen Later Nov 18, 2025 59:50


รายงาน GDP ไทยไตรมาส 3 ของปี 2568 ขยายตัว 1.2% ต่ำกว่าคาด ติดลบ QoQ ครั้งแรกในรอบ 10 ไตรมาส รายละเอียดเป็นอย่างไร สัมพันธ์ไทย-จีน 50 ปี แนบแน่น จะฟื้นความหวังเศรษฐกิจและการท่องเที่ยวได้แค่ไหน พูดคุยกับ ดร.อดิษฐ์ ชัยรัตนานนท์ เลขาธิการสมาคมไทยธุรกิจการท่องเที่ยว (ATTA) อัปเดตสถานการณ์และวิเคราะห์การลงทุน พูดคุยกับ สิทธิชัย ดวงรัตนฉายา นักกลยุทธ์อาวุโสตลาดหุ้นไทยและต่างประเทศ ฝ่ายกลยุทธ์การลงทุน บริษัทหลักทรัพย์ อินโนเวสท์ เอกซ์

Morning Wealth
จับตาภาวะถดถอย! GDP ไทย Q3/68 โตต่ำคาด ติดลบ QoQ ครั้งแรกรอบ 10 ไตรมาส | 18 พฤศจิกายน 68

Morning Wealth

Play Episode Listen Later Nov 18, 2025 59:50


รายงาน GDP ไทยไตรมาส 3 ของปี 2568 ขยายตัว 1.2% ต่ำกว่าคาด ติดลบ QoQ ครั้งแรกในรอบ 10 ไตรมาส รายละเอียดเป็นอย่างไรสัมพันธ์ไทย-จีน 50 ปี แนบแน่น จะฟื้นความหวังเศรษฐกิจและการท่องเที่ยวได้แค่ไหน พูดคุยกับ ดร.อดิษฐ์ ชัยรัตนานนท์ เลขาธิการสมาคมไทยธุรกิจการท่องเที่ยว (ATTA)อัปเดตสถานการณ์และวิเคราะห์การลงทุน พูดคุยกับ สิทธิชัย ดวงรัตนฉายา นักกลยุทธ์อาวุโสตลาดหุ้นไทยและต่างประเทศ ฝ่ายกลยุทธ์การลงทุน บริษัทหลักทรัพย์ อินโนเวสท์ เอกซ์

Marcus Today Market Updates
End of Day Report – Wednesday 29 October: ASX 200 drops 86 as inflation comes in hot | Banks and REITs fall

Marcus Today Market Updates

Play Episode Listen Later Oct 29, 2025 13:41


The ASX 200 dropped 86 points to 8926 (-1.0%) as inflation came in hotter than expected and snuffed out any rate cut hopes for next week. The banks bore the brunt, CBA down 2.1% and WBC falling 3.1% with the Big Bank Basket falling to $289.08 (-2.1%). Insurers fell, QBE down 1.6% and SUN off 2.0%. Other interest rate stocks fell, TCL down 1.9% and REITs under pressure, GMG down 1.4% and SGP off 3.9%. Industrials eased back, WES dropped 1.7% and ALL off 1.6% with WOW up 2.4% as COL fell 1.9%. CSL continued to decline down 4.0% and XRO falling 2.0% with the All-Tech Index off 1.4%. In resources, iron ore rallied, BHP up 1.3% and FMG up 1.0% and the gold sector doing much better, EVN up 2.4% and NST up 2.4%. Rare earths still under some pressure, ARU off 20.0% as the capital raise weighed, lithium stocks trying to push higher, PLS up 1.6% and the uranium sector soaring on a Cameco deal in the US and BOE jumped 19.8% on quarterly numbers, PDN up 11.3% and oil and gas flat.In corporate news, NCK gained 12.7% on strong Q1 ANZ sales. WOW up 2.4% on quarterly sales, SDR rose 2.5% on a trading update. On the economic front, underlying inflation came in stronger than expected at 3%. Rate cuts are off for 2025. Trimmed mean of 1% QoQ. Well above the forecast 0.6%.Asian markets generally firm, Nikkei 225 up 1.9%, HK up 0.1% and China up 0.4%. 10-year yields 4.23%. US Futures mixed. Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

Between the Bells
Weekly Wrap 26 September

Between the Bells

Play Episode Listen Later Sep 26, 2025 6:47


September's volatility carried into this week, with global AI concerns, inflation, and visa uncertainties weighing on sentiment. Meanwhile, gold surged to record highs, giving local miners a boost.In this week's wrap, Grady covers:(0:12): Global market volatility and gold hitting new record highs(0:35): Australia's latest monthly CPI print and implications for the RBA(2:30): unemployment holding at 4.2% and what this means for stability(2:58): GDP growth of 0.6% QoQ and signs of a rebound in per capita terms(4:45): how the ASX200 performed this week so far(5:35): most traded stocks and ETFs by Bell Direct clients this week(6:07): key data to watch next week – RBA decision, trade balance, US jobs & China PMI

Courtside Financial Podcast
NIO Bull's HONEST Take: The Day After Q2 Earnings Reality Check

Courtside Financial Podcast

Play Episode Listen Later Sep 4, 2025 14:23


NIO Q2 2025 Earnings Analysis: The Objective Bull's PerspectiveNIO just reported their Q2 2025 earnings with a $697 million loss, and instead of rushing out a hot take, I waited 24 hours to let the numbers marinate. As a NIO bull trying to stay objective, here's my honest breakdown of what these earnings really mean.What We Cover:NIO's narrowed losses and improved operational efficiencyThe path to Q4 profitability - realistic or overpromised again?Multi-brand strategy momentum (NIO, Onvo, Firefly)September delivery guidance that could break recordsCommunity reactions from bulls, bears, and everyone in betweenWhy the energy ecosystem angle changes everythingBalance sheet concerns and cash runway realityTechnical competitive advantages being overlooked2026 product roadmap and strategic focusKey Takeaways:NIO posted their smallest loss since Q4 2023 with 26% quarter-over-quarter improvement. R&D expenses down 6.6% while deliveries jumped 71% QoQ. The company is targeting 150,000 Q4 deliveries and their first quarterly profit.But execution remains the biggest question mark. William Li has missed delivery and profitability targets before. The difference this time? Operational improvements are already showing, and the multi-brand strategy is gaining real traction.The Bottom Line:NIO is at an inflection point. The next six months will determine whether they become the Chinese Tesla or a cautionary tale about overpromising. Current share price around $6.32 suggests the market is pricing in about 50/50 odds of successful execution.This isn't financial advice - just one NIO bull's attempt to stay grounded while analyzing one of the most controversial stocks in the EV space.#NIO #EVStocks #EarningsAnalysis #ChineseEVs #NIOStock #BatterySwapping #ElectricVehicles #StockAnalysis #Investing #TechStocks

Al Ahly Pharos
Pre-Trading Thoughts

Al Ahly Pharos

Play Episode Listen Later May 8, 2025 4:30


Prime Minister Mostafa Madbouly stated that the fifth review of the IMF loan program will start within few days, according to local press.              Egypt is committed to paying USD725 million to the IMF during the current month of May, and USD962 million in June, after paying USD1.56 billion during 4M2025.The Madbouly government expects to raise USD4-5 bn from selling stakes in 11 state-owned companies during the fiscal year 2025-2026, as a part of its privatization program.The government is putting together new incentive criteria and additional benefits for automakers participating in the Automotive Industry Development Program in a bid to boost local component rates to 65% from 45%. The revised incentive framework introduces a new methodology for calculating local component requirements and value-added metrics. The framework will be presented to Prime Minister Moustafa Madbouly before being submitted to President Abdel Fattah El Sisi for final approval.The cabinet approved the official rollout of the Universal Health Ins. System in Aswan starting 1 July 2025. As part of the plan, non-emergency medical services will be suspended for uninsured individuals beginning 1 January 2026.Egyptian Prime Minister Mostafa Madbouly said that Egypt is negotiating with Saudi Arabia on joint projects with the Egyptian private sector across different sectors.Egypt and Greece signed a strategic partnership yesterday during President Abdel Fattah El Sisi's visit to the country, according to an Ittihadiya statement. The two sides also inked agreements to boost cooperation in a number of fields.The Madbouly government increased Exxon Mobil's production share from the Masry and Cairo offshore concessions to 40%, up from 15%. The government also extended the concessions' cost recovery period to seven years from five to encourage the company to increase its investments in Egypt's energy sector.Thirty Egyptian companies are considering establishing new factories in Morocco in the coming period, to boost joint investments between the two countries.The Federal Reserve held interest rates steady on Wednesday but said the risks of higher inflation and unemployment had risen, further clouding the economic outlook as the U.S. central bank grapples with the impact of Trump administration tariff policies.TMGH achieved impressive YTD sales of over EGP160.0 billion, up 127.0% y/y, driven by the launch of the second phase of SouthMed which generated sales of EGP70.0 billion in one day.AMOC released 3Q24/25 unaudited financial indicators. Net profit surged to EGP463 million (+18% YoY, +158% QoQ) in 3Q24/25. Over 9M24/25, net profit inclined 5% YoY to EGP1.1 billion. AMOC is currently trading at a FY24/25e PE of 10.7x.EGBE released key financial indicators with 1Q25 standalone bottom line recorded EGP781 million (+26% q/q, +45% y/y, and +14% higher than Al Ahly Pharos Estimates of EGP686 million). EGBE is currently trading at P/E25 of 2.6x and P/B25 of 0.6x. AGM approved the distribution of cash dividends of 0.59/share, which implies a payout ratio of 12% and DY of 3.7%.

Al Ahly Pharos
Pre-Trading Thoughts

Al Ahly Pharos

Play Episode Listen Later May 7, 2025 3:29


*Key news articles for today*Net International Reserves inched up to USD48.14 billion at the end of April, up from USD47.76 billion in March. The ascent is driven by a USD1 billion increase in the value of gold component of reserves, driving the reserves up, despite the lower value of foreign currencies which recorded USD34.32 billion down from USD35.14 billion in March.Trump said the US would stop attacking the Houthis in Yemen, as Oman confirmed a "ceasefire" had been reached with the Iran-backed group for it to stop targeting shipping in the Red Sea.The Finance Ministry is looking to collect some EGP722 mn from the incoming stamp tax on EGX transactions in the upcoming fiscal year, as part of a broader plan to collect some EGP 61 bn from stamp duties through various channels, a government source said. The draft law for the implementation of the stamp tax on EGX transactions is currently in its final stages of preparation ahead of being submitted to the House of Representatives for final approval, upon which it would replace the long-delayed capital gains tax on bourse transactions.The Tourism Ministry is looking to secure some EGP200 mn to launch the second iteration of the subsidized loan program for hospitality players, Tourism Minister Sherif Fathy said.The International Finance Corporation (IFC) plans to invest USD1 bn in Egypt's agriculture and food industries during 2025, an IFC official said.The IFC is seeking to secure USD600 million in financing for the Abydos 2 project, which will be the largest photovoltaic solar power plant in Egypt, equipped with a battery energy storage system, and cost exceeding USD750 million.Egypt will host a delegation from the European Commission late in May to finalize negotiations to unlock a tranche of the EUR4 bn grant from the EU. Egypt is studying a plan to ramp up imports from Morocco to USD600 mn over the coming period to address the trade imbalance between the two countries.Chevron will invest at least USD120 mn in a new exploration concession to explore for oil and gas in the West Star concession in the northeast Mediterranean.OLFI released 1Q25 financial results, reporting net profit of EGP184 million (+17.2% YoY, -34.8% QoQ). OLFI is currently trading at FY25f P/E of 6.3x.POUL has signed an exclusive licensing agreement with French firm Avril to manufacture and distribute the “Sanders” and “Golden Horse” brands in Egypt and the Gulf region. The partnership involves investments totaling EGP200 million, with projected annual sales volume reaching 9,000 tons.Scatec has kicked off construction of its USD590 million, 1.1 GW Obelisk solar project with 200 MWh of battery energy storage in Nagaa Hammadi. The project will be fully operational in the second half of 2026. The project could cover up to 40% of EGAL's electricity needs and save more than 15% of the company's electricity cost. 

Al Ahly Pharos
Pre-Trading Thoughts

Al Ahly Pharos

Play Episode Listen Later May 6, 2025 5:39


The CBE has released the Balance of Payment (BoP)'s performance report for 1HFY2024/25. Key points are: 1) The overall BoP recorded a deficit of USD503 million in 1HFY2024/25, and 2) The current account (CA) deficit has surged by 15% YoY to c. USD11.1 billion. A team from the International Monetary Fund will begin the fifth review of the Extended Fund Facility Arrangement in Cairo this week. Further details will be communicated at the conclusion of the mission,” IMF Press Officer Angham Al Shami said.The headline PMI declined from 49.2 in March to 48.5 in April, which was the lowest reading in 2025 so far. The downturn was widely attributed to a weakening of demand at non-oil companies. Lower levels of activity and new work led non-oil companies to rein in purchases of inputs for a second month in a row. Input prices in the non-oil economy rose at their fastest pace in four months in April, however, output prices were unchanged.A tranche of the EUR4 bn grant from the EU could land in state coffers within weeks, EU Ambassador to Cairo Angelina Eichhorst told MENA news agency. The financing, part of a broader EUR5 bn macro-financial assistance package agreed in March 2024, was approved by the European Parliament last month.The Madbouly government has agreed with Italian energy player Eni to raise the purchase price of new natural gas from onshore areas by 60%, a government official said. The hike will apply to output from sites managed by Agiba — a JV between Eni subsidiary IEOC and the Egyptian General Petroleum Corporation (EGPC).The state is considering a proposal to allow every family to purchase a residential unit with affordable mortgage terms, including a subsidized interest rate and a repayment period of eight years at most, according to a cabinet statement. The initial plan prohibits selling the properties for a certain period of time.PHDC achieved remarkable 1Q25 sales of EGP80.2 billion, up 148.4% y/y from an already strong 1Q24 and up 286.4% q/q, putting PHDC on track to achieve its FY25 sales target of EGP200.0 billion, which would imply a 32.4% y/y increase.EGAL reported 3Q24/25 KPIs. Net profit after tax of EGP2.5 billion in 3Q24/25 (+42% YoY, -19% QoQ), EGP9.9 billion in 9M24/25 (+89% YoY). Bottom line performance was shaped by relatively tight operating margins along with a foreign exchange loss of EGP813 million that hit the P&L in 3Q23/24.  EGAL is currently trading at FY24/25e P/E of 5.5x. SWDY has acquired a 60% stake in Thomaseen Services to expand into the oil and gas industry. The acquisition consists of Thomassen's Middle East and Africa business unit, filters manufacturing, and its African business affiliate. CLHO stated in a press release that it secured all necessary approvals to increase its ownership in Cairo specialized hospital from 57% to 90% of the company's shares. ISPH cancelled its plan to transfer el sherouk Pharma hospital to its investment arm "AIM" due to obstacles in issuing the needed licenses and approvals. ISPH added that it plans to exit from the hospital within three years.EFID BoD approved the sale of a production line and machinery, which have been previously imported by EFID, to Ahramat Al Nile for General Trade and Food Industries-limited liability, located in Iraq, with total amount of USD3.0 million. 

Al Ahly Pharos
Pre-Trading Thoughts

Al Ahly Pharos

Play Episode Listen Later May 5, 2025 4:46


*Key news articles for today*Abu Dhabi wealth fund ADQ-owned AD Ports Group has inked a 50-year renewable usufruct agreement with the Suez Canal Economic Zone (SCZone) to develop and operate an industrial and logistics zone spanning 20 sqkm in East Port Said. Net foreign assets in Egypt's banking sector increased for the third consecutive month to USD15.04 billion in March, up c. 47.5% from February's USD10.2 billion. Commercial banks recorded their first surplus since August; their net foreign assets came in at USD2.5 billion in March. The government is preparing to unveil a revamped export subsidy program that will roughly double support rates across all sectors, introduce new incentives for branded exports, and prioritize higher value-added sectors. The framework is expected to be formally announced soon, come into effect on 1 July, and run through 2028.  The CBE has plans to issue a record EGP2.2 trillion in t-bills and bonds during the fourth quarter of the current fiscal year, marking a 9.7% q/q increase, to help cover the budget deficit.  The government plans to purchase 8.5 million tons of wheat in the upcoming fiscal year, split between local and imported supply. That is around 300k tons more than FY24/25. The government plans to implement a number of amendments and measures to increase the expected VAT proceeds during the next fiscal year, by including new sectors in the formal economy and applying the tax to entities previously exempted from it. This comes amid expectations of lower production costs and a further reduction in interest rates.  Sources told press that allowing banks to process customs imports after the official working hours without restrictions will expand the import and export base for investors, which will positively impact VAT revenue. ABUK released 3Q24/25 unaudited financial indicators with net profit came of EGP3.3 billion (-59% YoY, +5% QoQ). This brought 9M24/25 bottom line to EGP7.8 billion (-36% YoY). ABUK is currently trading at FY24/25f PE of 5.0x. EFIC released 1Q25 unaudited standalone results with net profit increasing by 32% YoY (-78% QoQ) to EGP208.9 million. EFIC is currently trading at FY25f PE of 5.2x. ABUK subsidiary North Abu Qir for Agri-Nutrient Company's Board of Directors approved the establishment of a new company under the name Khaleej Abu Qir for Agri-Nutrient as a private free zone company with an authorized capital of USD100 million and issued and paid-in capital of USD5 million.  ABUK subsidiary Global Company for Methanol and its Derivatives' general assembly approved the liquidation of the company, and the redemption of the shareholder shares in the company's capital. TMGH (FV: EGP75.00, OW) launched the second phase of SouthMed on the North Coast. Weekly Commodities Update|   | Last Price | WoW Change, % | Brent, USD/bbl | 66.9 | -1.6% | Diesel-HSFO Spread, USD/ton | 216.7 | 2.1% | Egypt Urea, USD/ton | 392.5 | -0.6% | Polyethylene, USD/ton | 940.0 | 0.0% | Polypropylene, USD/ton | 990.0 | -0.5% | LME Aluminum Cash Price, USD/ton | 2,396.3 | 2.9% | LME Copper Cash Price, USD/ton | 9,376.4 | 2.4% | Egyptian Retail Cement, EGP/ton | 3,527.0 | 0.1% | Steam Coal FOB Newcastle Australia, USD/ton | 93.8 | -1.4% | SMP, USD/MT | 2,795.0 | -2.8%

Al Ahly Pharos
Pre-Trading Thoughts

Al Ahly Pharos

Play Episode Listen Later May 4, 2025 3:00


Tourist arrivals rose 25% y/y in 1Q25 to 3.9 million. Tourism minister expects the 5% y/y increase in 2024 to be followed by an 8% y/y increase in 2025.The House of Representatives will start discussing amendments to the Old Rent Law today.The IMF said in its latest Regional Economic Outlook that “economic activity is expected to pick up but remain modest” this year in Egypt.According to IMF data, public debt fell to 89% of GDP by the end of FY23/24, compared to 95.7% at the end of the previous year.Fitch Solutions expects Egypt's economic indicators to gradually improve during the period from the current fiscal year until 2027/2028.Net sales of government bonds and treasury bills by foreign investors amounted to approximately USD1.7 billion during the month of April 2025.President El Sisi has given the final approval for the revamped Labor Law.International oil companies Chevron, Shell, and Eni have submitted offers for exploration blocks in the Mediterranean.Eni plans to inject USD1 billion in new investments in the Zohr field.Japanese medical device manufacturer JMS, its local agent Interpharm, and the Egyptian Company for Medical Investments will establish a EGP1.4 billion factory for blood collection bags and tubes in Ain Sokhna's industrial zone.Chinese firm XinGaoyi Medical Equipment (XGY) and the Arab African Company for Medical Industries (AACMI) signed a partnership agreement to establish a factory to locally manufacture medical equipment.Chinese solar tech company TrinaSolar is looking to increase its solar panel sales in Egypt by 20% y/y in 2025 to reach USD600 million.CIEB 1Q25 consolidated bottom line recorded EGP1,869 million (-4% q/q, -18% y/y). CIEB is currently trading at P/E25 of 3.1x and P/B25 of 0.9x.SWDY will distribute cash dividends of EGP1.00/share on 15 May 2025 for shareholders on record on 12 May 2025 (DY 1%).The Ministry of Finance intends to unify the value-added tax rate on contracting activities at 14% instead of the 5% currently applied to supply and installation works combined. CIRA released its 2Q24/25 financial results, reporting a net profit of EGP226 million (+20.3% YoY, +26.8% QoQ). CIRA is currently trading at FY24/25f P/E of 29.6x and EV/EBITDA of 7.6x.GBCO plans to introduce three new models of the Chinese automotive brand, Changan, in the Egyptian market during 2H25.RMDA's general assembly approved cash dividends of EGP0.11/share to be distributed over two equal installments in June and November. The assembly also approved 0.3:1 bonus shares.ALCN released financial indicators showing 9M24/25 net profit of EGP5.4 billion, up 31.1% y/y.CCAP has contracted with independent financial advisor Graviton Financial Advisory for Securities to conduct a study of the fair value of the company's shares. Upon completion, the extraordinary general assembly will be invited to consider increasing the company's capital.

Between the Bells
Morning Bell 1 May

Between the Bells

Play Episode Listen Later May 1, 2025 4:00


Wall St closed mixed on Wednesday following the release of US GDP data for Q1 that indicated economic contraction of 0.3% QoQ which is well below the 2.4% expansion reported in Q4 and below economists' expectations of a 0.5% rise in GDP for the latest reading. The slide in GDP enhanced investor fears of a US recession which impacted equities on Wednesday. The Dow Jones rose 0.35%, and the S&P500 gained 0.15% but the Nasdaq ended the day down 0.09%. Consumer confidence, JOLTs Job Openings and the personal spending index all in the US were also released for the latest period overnight with each coming in poorer than economists' were expecting.European markets closed higher on Wednesday as investors reacted to worse-than-expected economic data out of the US. The STOXX 600 rose 0.46%, Germany's DAX gained 0.32%, the French CAC added 0.32% and, in the UK, the FTSE100 ended the day up 0.37%Asia Markets closed mixed on Wednesday as investors digested an array of key economic data out in the region and ahead of the Bank of Japan's rate meeting kicking off. Japan's Nikkei rose 0.57%, Hong Kong's Hang Seng gained 0.51%, and China's CSI index fell 0.12% after China's manufacturing activity dropped more than expected in April to enter contraction territory.Locally on Wednesday, the ASX extended its rally into the midweek session with a gain of 0.7% taking lead from Wall Street's strength on Tuesday. Real estate stocks led the gains on Wednesday while other rate sensitive sectors like Tech and consumer discretionary stocks posted notable gains.Australia's latest inflation reading for the March Quarter was released yesterday with monthly inflation rising 0.9% while the annual rate remained at 2.4%. Trimmed mean inflation fell to 2.8% in the quarter which is now back within the RBA's target 2-3% range. Markets are expecting a 62% chance of a rate cut to be announced at the next RBA meeting in May prior to the CPI reading release yesterday.Gold producer Northern Star Resources (ASX:NST) extended its sell-off yesterday after the gold giant lowered its output guidance for FY25, while Ora Banda (ASX:OBM) also tumbled over 6% after also lowering full-year production guidance.What to watch today:Ahead of Thursday's trading session the SPI futures are anticipating the ASX will open the first session of the new trading month down 0.34% following Wall Street's turbulence overnight.On the commodities front this morning oil is trading 3.42% lower at US$58.35/barrel, gold is down 1.13% at US$3279/ounce and iron ore is down 0.1% at US$99.76/tonne.The Aussie dollar has strengthened against the greenback overnight to buy 64.08 US cents, 91.62 Japanese Yen, 47.61 British Pence and NZ$1.08.Trading Ideas:Bell Potter has downgraded the rating on Regis Resources (ASX:RRL) from a buy to a hold and have raised the 12-month price target to $4.57 on the gold producer following the release of the company's March quarter report which beat BPe on production and costs. The downgrade to a hold is simply due to recent share price appreciation.Trading Central has identified a bullish signal on Autosports Group (ASX:ASG) following the formation of a pattern over a period of 97-days which is roughly the same amount of time the share price may rise from the close of $1.94 to the range of $2.11 to $2.17 according to standard principles of technical analysis.

Al Ahly Pharos
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Al Ahly Pharos

Play Episode Listen Later Apr 30, 2025 2:54


*Key news articles for today*Egypt is having to increasingly look to debt to bridge the budget deficit and repay its debt obligations, with the government financing gap in the next fiscal year's draft budget up by over 25% to EGP 3.6 tn. The widening shortfall is attributed to a fall in non-tax revenues coupled with increased social spending. The days of investors trudging from government office to government office to get projects off the ground may soon be over, with the state set to launch its in-the-works online unified licensing platform next month. The exchange rate of the USD against the EGP fell below EGP 51 this week, as US reduced customs duties began to bring out relief for the market. The rebound in the value of the EGP is down to an increase in foreign investment inflows, a senior banking source said. The Deputy Minister of Electricity, revealed that investments in the project to export Egyptian electricity from renewable energy sources will range between USD15 and USD20 billion, adding that the government recently completed preliminary studies for the project and is in the process of conducting detailed and final studies in cooperation with the Emirati company K&K. The number of tourists arriving to Egypt increased by 25% year-on-year during 1Q2025, reaching 3.9 million tourists. The CBE withdrew EGP740.85 billion through the weekly open market auction, with an annual return of 25.5% and for a period of 7 days. ExxonMobil is seeking to sell its only gas discovery in Egypt, Nefertari-1, as it believes the discovery does not fit within its portfolio in terms of the reserves required to begin development and production operations, as it focuses on discoveries with reserves exceeding 4 trillion cubic feet of gas. TMGH (FV: EGP75.00, OW) is in advanced stages of negotiations to develop a mixed-use project on a 14.0 million sqm land plot southwest of Baghdad in Iraq. The project is expected to host around 45k mixed-use units and generate sales of around USD17.0 billion and recurring income of over USD1.5 billion per year upon completion. TMGH expects to receive the land by the end of 2025.               SUGR released 1Q25 financial indicators, with net profit reaching EGP315 million (+45.3% YoY. +8.7% QoQ). SUGR is currently trading at FY25f P/E of 4.9x. SWDY stated they haven't signed new industrial projects in Iraq, but they are still studying some potential ventures.

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Al Ahly Pharos

Play Episode Listen Later Apr 17, 2025 6:36


The MPC is scheduled to meet later today to decide on interest rates. We believe the CBE has the room to ease by up to 200 bps in its meeting today.The Finance Ministry has more than doubled its target for international debt issuances in the draft budget for the next fiscal year, coming in at a total of EGP400 billion (USD8 billion), up from EGP150 billion (USD3 billion) in the current fiscal year, according to official figures. Remittances from Egyptians abroad continued their upward pace at the start of the year, rising 83.2% y-o-y to USD2.9 billion in January, according to a statement from the CBE.  The Finance Ministry expects Suez Canal revenues from transit fees to almost double to USD6.3 billion in the budget draft for FY25/26, compared to USD3.7 billion estimated in the current fiscal year. Suez Canal revenues reached USD3.99 billion in 2024, a 61% decrease compared to USD10.25 billion in 2023, due to lower tonnage, impacted by Red Sea disruptions. Property developer Landmark for Real Estate Development (LMD) is in talks with the Egyptian government to develop a new USD4 billion mixed-use project in Cairo, Managing Partner Hamad Al Abbar said.Chevron — the operator of the last active exploration block in the Red Sea — is reportedly on its way out of the block it operates, Asharq Business reported, citing an unnamed government source. Investment Minister Hassan El Khatib and Tunisian Prime Minister Sara Zaafarani discussed putting into motion a proposal to establish a joint bank to facilitate investment and trade between the nations, according to a ministry statement.Petroleum products' subsidies increased by about EGP28 billion during the 9M24/25, reaching EGP104.9 billion, compared to EGP76.3 billion in the comparable period a year before.MBSC attributable bottom line recorded an impressive EGP495.0 million (+295% YoY, +199% QoQ) during 4Q24, bringing FY24 attributable bottom line to EGP833.5 million (+126% YoY). Enhanced profitability came on the back of sturdy revenue growth and operating margin expansion that trickled down to bottom line. MBSC is trading at FY25e P/E of 8.4x. MBSC BoD approved a capital decrease through the cancellation of treasury shares amounting to 6.1 million shares at a value of EGP61.1 million, resulting in issued and paid-in capital of EGP550.2 million.EFIC will distribute cash dividends of EGP15.00/share over three equal tranches on 30 April, 20 August, and 30 September 2025, for shareholders on record on 27 April 2025. This implies a dividend yield of 10% and a payout ratio of 62% of FY24 earnings. MFPC will distribute cash dividends of EGP1.00/share on 7 May 2025 and EGP2.50/share on 30 September 2025 for shareholders on record on 4 May 2025. DPS totals EGP3.50/share for FY24, implying a dividend yield of 8% and a payout ratio of 48% of FY24 earnings.OCDI intends to sign a co-development agreement with Midar in 3Q25 to develop a 4.2 million sqm land plot in East Cairo.

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Al Ahly Pharos

Play Episode Listen Later Mar 26, 2025 4:27


*Key news articles for today*The International Finance Corporation (IFC) unveiled the list of 11 Egyptian airports slated for development through public-private partnerships (PPP).China's Wu'an Xin Feng signed the contract for its USD1.7 bn integrated metal industries complex in the Ain Sokhna industrial zone with the government yesterday. The Egyptian Electric Utility and Consumer Protection Regulatory Agency (Egyptera) has temporarily halted the acceptance of requests to connect solar power plants to the grid until a regulatory framework for net metering and solar self-consumption is finalized.The House of Representatives approved a grant from the Japanese government worth JPY500 million (USD3.3 million) to the Ministry of Agriculture.Local fertilizer player Agro TH plans to establish its second factory in Sadat City in partnership with an Omani investor with an estimated investment of EGP5 bn.Local home appliances manufacturer Royal Home plans to list 20% of its shares on the EGX within the next 18 months.Instapay transfer fees come into effect on Tuesday, 1 April. Transfers will be subject to a 0.1% fee, ranging from EGP0.50 and EGP20 per transaction.ORAS 4Q24 consolidated net income attributable to shareholders decreased 29.2% YoY to USD31.0 million and adjusted net income attributable to shareholders increased 0.4% YoY to USD117.3 million in FY24. ORAS is currently trading at FY25e PE of 4.9x.JUFO reported 4Q24 attributable net profit of EGP298 million (+108.4% YoY, -69.0% QoQ). FY24 attributable net profit recorded EGP2,735 million (+167.9% YoY), missing our estimates of EGP2,969 million. JUFO is currently trading at FY25f P/E of 8.7x.TMGH and Alameda Healthcare signed a partnership agreement to build a 200-bed hospital in TMGH's Madinaty, with investments of EGP5.0 billion.HELI expects its revenue to reach EGP300.0 billion in ten years.EGCH obtained an EGP10 billion credit facility, from a consortium of 6 banks, to finance the company's nitric acid and ammonium nitrate project. The facility is distributed USD93 million in foreign currency and EGP5 billion in local currency.CIEB Annual General Meeting (AGM) has approved the distribution of cash dividends amounting to EGP3.2 per share, reflecting a payout ratio of 50%. The distribution date is set for April 17, and the record date is April 14.COMI has announced cash dividends of EGP2.50 per share. The distribution date is set for April 10, with a record date of April 7. BTFH announced that the coverage rate for the first phase of the company's capital increase subscription reached 92.11% amounting to 4.95 billion shares. ValU plans to issue securitized bonds worth EGP1 billion during the second quarter of this year.ETEL's assembly approved distributing cash dividends of EGP1.50/share, implying a DPO of 25.4% and a DY of 4.1%.Hilton will set up Africa's first Signia Hotel and Signia Residence in West Cairo's Skywalk. The 200-key hotel will include build on 5k sqm space.The Holding Company for Tourism and Hotels is working on adding 3k keys to its portfolio within the coming three years. 

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Al Ahly Pharos

Play Episode Listen Later Mar 25, 2025 4:53


The Madbouly government has formed new committees to address the effects of Trump's tariffs — direct and indirect. The committees are tasked with conducting a comprehensive review of Egypt's customs to adapt to recent global developments and, particularly, the tariffs imposed by some countries in response to US tariffs, a senior government official said. US President Donald Trump said auto tariffs will land “in the next few days,” with additional duties on pharma, lumber, and semiconductors set to follow “down the road”.  Trump said many of these levies will take effect on 2 April. Trump also confirmed a new 25% “secondary tariff” on any country purchasing oil or gas from Venezuela.Egypt aims to initially cut the customs clearance time for goods from eight days to just two — a measure that is expected to take between nine months to a year to be fully implemented. After that, the government aims to cut clearance time to just a few hours. The Finance Ministry aims to collect some EGP 74 bn in customs duties during the current fiscal year, a figure that may grow further with the resolution of disputes and the simplification of procedures, source said.The International Finance Corporation (IFC) will provide advisory services aimed at expanding private sector participation in Egypt's airports under an agreement inked with the Madbouly government yesterday, according to a cabinet statement.The government has requested a re-discussion and deliberation of some articles of the new draft labor law to ensure its compatibility with international standards and achieve greater balance in labor relations. This comes after the House of Representatives initially approved all articles of the law in its plenary session last Sunday.Khalda Petroleum Company plans to invest USD1.15 billion in drilling, exploration, and development activities during the next fiscal year, 2025-2026.An Egyptian-Turkish alliance, comprising the Egyptian Company for Trade and Agencies and the Turkish company "Kelpsen", intends to invest an initial USD10 million to establish a factory for water meters and valves.ARCC reported sturdy 4Q24 financial results with attributable bottom line recording a record EGP492.3 million in 4Q24 (+150% YoY, +55% QoQ), bringing FY24 attributable bottom line to EGP1,160.1 million (+66% YoY). ARCC's Board of Directors proposed no cash dividend distribution for FY24. ARCC is trading at FY25e P/E of 9.2x.ELEC reported a significant drop in attributable net income to EGP25.2 million (-91% YoY, -92% QoQ), bringing FY24 attributable net income to EGP1.3 billion (+6% YoY). COMI AGM decided to pay cash dividends of EGP2.50/share, which implies a payout ratio of 14% of 2024 net profit post minority, and to increase the issued and paid-in capital from EGP30.43 billion to EGP30.708 billion, as part of the ESOP.EXPA AGM approves to distribute 3.7:10 bonus shares.CIRA's BoD approved entering into an interest-free loan agreement convertible into shares in Social Impact Capital Educational Company, with a total amount of SAR15 million, to finance a capital increase in Social Impact Capital Educational Company, bringing CIRA's ownership stake at 61.56% of the company. 

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Al Ahly Pharos

Play Episode Listen Later Mar 24, 2025 3:35


Gas output dropped 20% y-o-y to 4.3 billion cubic feet per day (bcf/d) in January, marking its lowest monthly level since December 2016.Dana Gas, one of the key producers in the Nile Delta, plans to launch a USD100 million project to develop production after receiving the rest of its outstanding dues. The European Union has agreed to fast-track the approval and disbursement of the second phase of the its macro-financial assistance and budget support program, worth EUR4 billion.The Suez Canal Economic Zone (SCZone) has launched the first phase of a new digital services platform for investors.The House gave the initial thumbs up to the entirety of the re-drafted Labor Act, with the bill's final approval by the legislative body penciled in for an upcoming session. The Customs Authority is preparing to launch a pilot operation of a new system for inspecting goods based on AI to combat customs evasion at ports, by creating a unified database for the prices of imported goods at all Egyptian ports.Tarek Sultan, Vice Chairman of Agility, a company specializing in supply chain services, infrastructure, and innovation, said his company intends to invest USD60 million to establish modern customs and logistics facilities in the Suez Canal Economic Zone.The German Development Bank (KfW Bank) intends to provide financing worth EUR52 million to the Ministry of Electricity to finance clean energy transition projects, sources at the German Embassy said.ORAS (FV: EGP425.00, OW) announced that its 50-50 joint venture with Técnicas Reunidas has signed an Engineering, Procurement, and Construction (EPC) contract to build the Qurayyah IPP Expansion Project, a large-scale 3 GW combined cycle gas-fired power plant in the Eastern Province in Saudi Arabia. The value of projects undertaken by Egyptian contractors in Iraq jumped to USD12 billion, according to the Chairman of the Egyptian Federation for Construction and Building Contractors. CLHO (FV: EGP9.00, OW) issued 4Q24 results. 4Q24 attributable net profit amounted to EGP191 million, down 8% QoQ but up 78% YoY. FY24 attributable net profit came in at EGP723 million (+73% YoY). CLHO is currently trading at FY25 multiples of P/E 15.2x and EV/EBITDA of 7.4x.ADIB AGM approved increasing issued and paid-in capital from EGP6 billion to EGP12 billion, an increase of EGP6 billion through distributing 1:1 bonus shares.DSCW reported 4Q24 bottom line of EGP80 million (-53.2% YoY, -75.0% QoQ). This brought FY24 bottom-line to EGP901 million (+101.1% YoY).DSCW BoD approved the establishment of Dice for Ready Made Garments in Morocco for the trade and distribution of ready-made clothing. Also, it proposed shares distribution for FY24 at a rate of half a share for each original share.Weekly Commodities Update

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Al Ahly Pharos

Play Episode Listen Later Mar 17, 2025 3:07


Egypt is expected to receive four LNG shipments by April, as the country looks to build up a strategic gas reserve.The Sovereign Fund of Egypt is conducting a comprehensive review of the privatization program that could see it expand the program to 40-60 state-run companies.Chinese textile manufacturer Jiangsu Guotai signed an agreement to set up a USD10 million readymade garment factory in the Qantara West Industrial Zone.The Tourism Support Fund approved extending the Aviation Incentive Program, which expires next April, to the summer season from May to October 2025. The CBE's net foreign assets rose to c. USD12.12 billion by the end of February, compared to c. USD12.02 billion the previous month, an increase of around USD99 million.SKPC Board of Directors proposed a cash dividend distribution of EGP0.75/share for FY24, implying a payout ratio of 26.8% and a dividend yield of 3.3%.ALCN (FV: EGP32.50, OW) issued neutral 2Q24/25 preliminary results. Bottom line amounted to EGP1.5 billion in 2Q24/25, down 21% QoQ but up 24.3% YoY. 1H24/25 bottom line came in at EGP3.4 billion (+55.9% YoY). ALCN is currently trading at FY24/25f P/E of 9.2x and EV/EBITDA of 8.1x.The Finance Ministry is expected to kick off the first phase of its planned desalination plants tenders, involving four plants with a combined capacity of 3 million cubic meters per day, in 2Q25. SCEM recorded strong FY24 results. Attributable net Income came in at EGP3,077.5 million in FY24, compared to a net loss of EGP121.4 million in FY23, noting that EGP1,517.4 million was attributed to the sale of an investment.Weekly Commodities Update

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Al Ahly Pharos

Play Episode Listen Later Mar 16, 2025 5:21


Oil Minister Karim Badawi met with CEO of US-based LNG solutions company Excelerate Energy Steven Kobos where they discussed leasing floating storage and regasification units to Egypt, sharing technical expertise, and LNG trade cooperation, according to a Ministry statement.A high-level investment delegation has received preliminary approval to visit Iraq, unnamed sources said. The Holding Company for Food Industries intends to list a number of its subsidiaries on the EGX in the coming period.Oil producer Capricorn Energy said it has reached a preliminary agreement with the EGPC to improve gas pricing to increase production, under terms aimed at boosting investment and production, along with updated commercial terms.British company BP seeks to increase gas production in Egypt by approximately 160 million cubic feet per day, from two wells in the King Mariout and Fayoum concession areas in the deep waters of the Mediterranean Sea, in 2H25.A government official said that the Ministry of Petroleum expects to receive four shipments of imported LNG during April. President Abdel Fattah El-Sisi approved a USD131 million loan agreement from the African Development Bank to help finance the first phase of the Private Sector Development and Economic Diversification Support Program, as part of the state budget support, according to a report published in the Official Gazette.SWDY reported steady 4Q24 results with attributable earnings coming in at EGP4.2 billion (+106% YoY, -13% QoQ). FY24 attributable earnings surged to EGP17.5 billion (+73% YoY). SWDY board of directors proposed a cash dividend distribution of EGP1.00/share, implying a payout ratio of 12.3% and a dividend yield of 1.2%. SWDY is trading at FY25e P/E of 9.7x and EV/EBITDA of 5.5x.EGAL signed a 25-year USD-denominated corporate Power Purchase Agreement with Scatec for a 1.1 GW solar plant and 200MWh battery energy storage system in Naga Hammadi backed by a sovereign guarantee. Scatec targets to reach financial close and start construction within the next 12 months. We expect the new plant to save around 10-15% of the company's electricity cost which could contribute to increasing our FV by EGP20.00/share to EGP175.00/share. We remind you that electricity represents more than 40% of production costs and EGAL's gross margin shrinks by 2-3% for every EGP0.25/kWh increase in electricity tariff, according to our calculations.CIEB lowered its proposed 2024 dividend payout to EGP3.20/share, representing 50.2% of distributable profits, down from a previously planned EGP3.82/share, or 60% of distributable profits, according to a Board decision. The payout remains subject to the general assembly's approval.OLFI is to distribute cash dividends of EGP2.00/share for FY24 on 27 March 2025, for shareholders on record on 24 March 2025, implying a DY of 10.4%.EFID's BoD is considering the approval of doubling the company's capital to EGP280 million. The proposed capital increase of EGP140 million will be distributed on 700 million shares and financed through the company's retained earnings of FY23. 

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Al Ahly Pharos

Play Episode Listen Later Mar 11, 2025 6:08


Monthly urban headline CPI inflation recorded 1.4% in February 2025 compared with 11.4% in February 2024 and 1.5% in January 2025. On an annual basis, urban headline CPI inflation recorded 12.8% in February 2025 compared with 24.0% in January 2025.Monthly core CPI inflation, computed by the CBE, recorded 1.6% in February 2025 compared with 13.2% in February 2024 and 1.7% in January 2025. On an annual basis, core CPI inflation recorded 10.0% in February 2025 compared with 22.6% in January 2025.The IMF Executive Board has completed the fourth review of Egypt's USD8 bn loan program, allowing for the disbursement of USD1.2 bn, Finance Minister Ahmed Kouchouk said.The government will triple allocations for economic support in next fiscal year's budget, including the funds going towards the export subsidy program and the Automotive Industry Development Program, the finance minister said.The second phase of the tax reforms will be rolled out next year, The Minister of Finance said. The first phase of the reforms was introduced in October and includes a simplified tax system for SMEs, a central clearing system, and measures to integrate the informal economy.The government is hoping to attract USD12 bn in FDI during the FY 2024-25, the General Authority for Investment and Freezones (GAFI) head Hossam Heiba said.S&P 500 futures traded around the flatline early Tuesday after concerns that a recession would hit the U.S. economy sparked a broad sell-off on Monday. ORHD reported stellar 4Q24 results, with net profit increasing 24.0% y/y and 9.0% q/q to EGP1.3 billion, bringing FY24 net profit up 9.9% y/y to EGP3.1 billion despite the 1Q24 net loss that had resulted from the FX loss driven by the March 2024 EGP devaluation. Given ORHD's stellar sales performance and strong operations across all revenue segments, we maintain our Overweight recommendation of ORHD based on our FV of EGP34.74/share and reiterate ORHD as one of our top picks.RMDA issued positive 4Q24 results with net profit after taxes amounted to EGP158 million, exceeding our expected figure of EGP132 million, and up 31% QoQ and 181% YoY. 2024 bottom line came in at EGP402 million that is up by 59% YoY. RMDA is currently trading at FY25 multiples of P/E 10.7x.EFID BoD approved distributing cash dividends of EGP1.14/share for FY24, to be distributed on two equal installments. This implies a payout ratio of 49% and dividend yield of 4.1%.Emirates NBD is currently conducting its due diligence of the state-owned lender as the Dubai-listed lender looks to acquire an undisclosed stake in the state-owned bank. The government assigned HRHO to lead the IPO of Silo Foods for food industries. CCAP has requested 15k feddans for an agricultural and agro-industrial expansion project, focusing on herbs and aromatic plants, according to the Industry Ministry. The company will inspect available land in Sahl Baraka and Abu Zaabal. CCAP also requested the allocation of mining consessions and quarry leases to secure the supply of essential raw materials, especially talc and kaolin. Al Organi Group's ODI to acquire a 26.25% stake in ATQA in a EGP1.9 billion transaction (EGP6/share). The acquisition, subject to regulatory approvals and due diligence, values Ataqa at EGP7.2 billion, 6% lower than current market cap.Six Egyptian construction companies are evaluating the potential execution of new infrastructure projects in Libya, with an estimated contract value of EGP100 billion. 

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Play Episode Listen Later Mar 10, 2025 3:10


Egypt has reportedly set a pricing and payment mechanism for securing LNG supply agreements for the summer months.Chinese firm Di Seta has begun construction work on a USD40 million ready-made garments factory in the Qantara West Industrial Zone.Egypt's merchandise exports reached USD4.3 billion during January 2025, compared to USD3.3 billion in the same month of 2024, a growth of 30% YoY.The House of Representatives approved granting workers an annual bonus of no less than 3% of the insured salary within the new draft labor law instead of 7% of the basic salary.Minister of Finance said that tax revenue jumped 38% YoY in 1H FY2024/25 to EGP913.4 billion.MASR's (FV: EGP8.11, OW) net profit in 4Q24 decreased 48.8% y/y and 62.6% q/q to EGP397.6 million, taking FY24 net profit up 36.9% y/y to EGP2.9 billion. The Board of Directors proposed the distribution of cash dividends of EGP0.25/share, implying a payout ratio of 18.3% and dividend yield of 6.0%. The Board also approved purchasing 85.4 million treasury shares. EFID reported 4Q24 financial results. Net profit reached EGP407 million (+0.9% YoY, +1.4% QoQ). FY24 bottom line came in flat at EGP1,634 million. EFID is currently trading at FY25 P/E of 7.6x and EV/EBITDA of 5.4x.MFPC released FY24 financial indicators. Net profit soared by 153% YoY to EGP15.1 billion in FY24. The company attributed the increase to an EGP7.1 billion rise in FX translation differences from the year before in addition to a EGP1.4 billion increase in interest revenue. MFPC is currently trading at 2025f PE of 6.9x and EV/EBITDA of 6.1x.The FRA gave the nod for EKHO to proceed in its stock dividend distribution to shareholders at 5% of the issued and paid-up capital to reach USD295.81 million, with an increase of USD14.09 million distributed over 56.34 million shares at par value of USD0.25/share (1:20 ratio). 

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Play Episode Listen Later Mar 6, 2025 5:02


The Prime Minister announced that an oil and gas field was discovered in the King Mariout area, called Fayoum 5.Egypt's liquefied in facilities will start receiving 400 million cubic feet per day (mcf/d) from Cyprus' Cronos gas field starting mid-2027 and another 500 mcfd of gas from the country's Aphrodite field by 2030, a senior government official said.Cabinet approved a draft decision put forth by Prime Minister Moustafa Madbouly defining the responsibilities of the Industry Ministry and its affiliated entities.Cabinet approved the establishment of a green industrial zone for petrochemical and green hydrogen production in the Gulf of Suez's Ras Shukeir. It also gave an initial nod for the Transport Ministry to proceed with contracts for a green hydrogen and green ammonia project in Ras Shukeir in partnership with a consortium of international companies, the Red Sea Ports Authority, and the New and Renewable Energy Authority.The Finance Ministry allocated EGP1 billion in the current fiscal year's budget to fund the Automotive Industry Development Program (AIDP) and attract investments in car manufacturing.Saudi Arabia's Cabinet greenlit the Egypt-Saudi Agreement on Promotion and Mutual Protection of Investments that is expected to help protect Saudi investors as they ramp up investment in Egypt. Planning and International Cooperation Minister Rania Al Mashat said that the government expects growth to accelerate to 4.5% in FY2025-26, up from a 4.0% projection for FY2024-25.The Financial Regulatory Authority bumped up the limit on microinsurance coverage to EGP312.5k from EGP250k in a bid to safeguard low-income individuals and bolster their ability to invest in small businesses. The Environment and Finance Ministries are working to boost investments in waste-to-energy (WtE) projects by amending laws regulating public contracts and increasing the feed-in tariff rate.The number of factories in the Suez Canal Economic Zone (SCZone) has doubled to 130 over the past three years, with another 120 under construction.DOMT reported 4Q24 bottom line of EGP143.3 million (+41.1% YoY, -14.1% QoQ). This brought FY24 bottom line to EGP501 million (+10.3% YoY). DOMT's BoD proposed cash dividend distribution of EGP0.85/share for FY24, implying payout ratio of 47.9% and dividend yield of 3.1%. DOMT is currently trading at FY25 P/E of 9.0x.SWDY will deliver 50% of the engineering works and supplies needed for the EUR700 million combined cycle power plant it is building in Hungary.

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Al Ahly Pharos

Play Episode Listen Later Mar 5, 2025 2:48


*Key news articles for today* Arab leaders endorsed Egypt's USD53 bn reconstruction plan for Gaza during yesterday's emergency Arab League summit held in Cairo. Net foreign reserves rose to USD47.4 bn at the end of February 2025, marking a USD129 mn increase from January.Chinese companies are expected to invest USD2-3 bn in moving production to Egypt, particularly the Suez Canal Economic Zone (SCZone), as China looks to maintain export access to global markets amid trade pressures from the US.OPEC+ decided to proceed with an earlier decision to gradually increase oil production from April in a move that will see it unwind long-standing output cuts.An official revealed that the government has excluded Cairo International Airport from the list of airports that will be offered to the private sector for development, management and operation, and has decided to start with a small airport model, explaining that the International Finance Corporation will finish preparing the strategy for the airports' within 3 months.Egypt's trade deficit widened in December 2024 to record USD4.15 billion, up from USD3.67 billion in December 2023, on a faster pace of growth in imports compared to exports.SUGR reported 4Q24 financial results with bottom-line of EGP290 million (+55% YoY, +8.1x QoQ). This brings FY24 bottom-line to EGP1,262 million (-21% YoY). SUGR is currently trading at FY25 P/E of 4.9x.TAQA posted a 26% YoY growth in FY24 consolidated net profit to record EGP702.0 million. Revenues increased by 40% YoY to EGP18.9 billion in FY24.EFIH (FV: EGP28.28, OW) announced that it is participating in the launch of Egypt's first onshore private equity fund, C3 Capital Fund 1, the first-ever Private Investment in Public Equity (PIPE) fund in Egypt. The final close of the fund is expected to be EGP3.0 billion. Pharma sales value increased by 54.7% YoY in the first month 2025 to record EGP21.5 bn, while sales volume recorded a modest 6.5% YoY increase. 

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Al Ahly Pharos

Play Episode Listen Later Mar 3, 2025 2:42


The General Authority for Investment and Freezones is pitching a USD17 billion investment to build the world's largest green hydrogen plant in South Sinai. Egypt and Greece are set to begin implementing their 3 GW electricity interconnector (Gregy) before the end of 2H25, with the project set to receive a grant and concessional financing totaling EUR1 billion. Eight Turkish apparel and textile manufacturers are in talks to enter the Egyptian market this year.The government has approved a proposal submitted by the National Organization for Social Insurance to swap part of its debts owed to companies in the public and private business sectors for assets, including land plots and buildings. The General Authority of the Suez Canal Economic Zone signed two contracts for two new projects in the Qantara West Industrial Zone, with a total investment of USD28 million in the fields of textile manufacturing, printing, and dyeing.PHAR issued 4Q24 results.Net profit came in at EGP112 million, down 45.5% QoQ and 46.1% YoY. 2024 bottom line registered EGP1.097 billion, higher by 29% YoY. PHAR is currently trading at FY25 multiples of P/E of 5.7x and EV/EBITDA of 4.2x.LCSW's (FV: EGP37.00, OW) attributable net profit surged 99% to EGP890.3 million, reflecting improved operational efficiency and strong revenue growth. Over the quarter, net profit declined 69% to EGP34.6 million, reflecting weaker profitability in the quarter.GBCO's BoD proposed cash dividend distribution of EGP0.35/share for FY24. This implies payout ratio of 13.0% and dividend yield of 2.0%.HRHO raised EGP463 million in ValU's first securitization bond issuance in 2025.CICH and Compass Capital officially launched their C3 capital private equity fund. Weekly Commodities Update

the Joshua Schall Audio Experience
CELSIUS Acquires Alani Nu | Energy Drinks Market Implications | Celsius Holdings 2024 Q4 Update

the Joshua Schall Audio Experience

Play Episode Listen Later Feb 24, 2025 19:31


Did we just experience the defining moment within the better-for-you, functional lifestyle products movement? Celsius Holdings (NASDAQ: CELH) had quarterly revenue of $332.2 million, which was down 4% YoY. And while that now marks the second straight quarter of YoY revenues losses…sequential QoQ revenue activity increased sharply at 25%. According to Circana last 52-week data, CELSIUS accounted for 30.3% of all energy drink category growth YoY. In addition, Celsius sustained its market share of 11.8% and is securely the third-largest energy drink brand in the category. And I don't want gloss over this accomplishment…as CELSIUS became the first brand in over a decade not named Red Bull or Monster Energy that was able to capture more than a 10% share in the U.S. energy drinks market. Celsius energy drinks has seen massive growth in convenience stores, foodservice (e.g. fast food restaurants), mass retailers like Walmart, the club channel in retailers like Costco, and the Amazon marketplace. Additionally, the early international market development groundwork starting to formalize with CELSIUS extending its relationship with Suntory Beverage & Food and also the first major international market expansion under the PepsiCo umbrella (i.e. Canada). It's my opinion that international expansion presents significant opportunity for incremental growth over the next three to five years. With Celsius at basically full distribution now…the TDP growth will have to come from increased items carried per store. Going forward, Celsius will increase items per store through a combination of product strategies like flavor, format, pack size, and variant expansion. Additionally, CELISUS will continue scaling up the new Essentials lineup that has exceeded the company's expectations. Moreover, they will seek more store placements like leveraging cold display activity in Celsius-branded coolers. But the huge breaking news that accompanied this earnings report was CELSIUS entering into a definitive agreement to acquire Alani Nutrition for a net purchase price of $1.65 billion, comprising a mix of cash and stock. In 2024, Alani Nu became the fourth-largest U.S. energy drink brand…reaching more than $800 million in retail sales across tracked channels…growing an astonishing 63% YoY. Moreover, the combined brand platform of CELSIUS and Alani Nu energy drinks would be considered the fastest growing energy drink brand portfolio of the top 10 categorical competitors...generating slightly below $2 billion in revenue and more than $3.5 billion in tracked channel retail sales over the full-year 2024 period, and would have 16% category share (trailing only the Monster Energy combined brand platform and Red Bull). But I'll also analyze a collection of questions that have huge energy drinks market implications like why did CELSIUS acquire Alani Nu, is there cannibalization risk, will PepsiCo distribute Alani Nu now, CELSIUS product category expansion, and will this set off more market consolidation and another game of independent DSD musical chairs.

AGORACOM Small Cap CEO Interviews
Small Cap Breaking News: Don't Miss Today's Top Headlines 01/15/2025

AGORACOM Small Cap CEO Interviews

Play Episode Listen Later Jan 15, 2025 16:16


The Impulso Podcast
E99: Shopee's US$4.6 billion lending business

The Impulso Podcast

Play Episode Listen Later Nov 19, 2024 25:23


Building on our discussion of Sea Groups Q3 earnings, this week we unpack Sea Group's US$4.6B loan book, which has grown 30% QoQ while keeping non-performing loans low.  Tune in as we break down how Sea Money leverages Shopee's customer data to assess credit risk, fueling growth for both its digital financial arm and Shopee, with BNPL services encouraging users to finance larger ticket items.  On the other hand, Grab's loan book, although smaller—at just 10% of Sea's loan book—has potential. While Grab's user base skews more premium and its ride-hailing model sees fewer transactions than e-commerce, it's steadily growing. With 41.9 million monthly transacting users and expanding services across income segments, Grab is creating new opportunities in digital finance. Chapters: 00:00:37 SEAMoney's US$4.6B loan book  00:04:00 How do tech players support lending?  00:06:20 SEA maintains a low non-performing loans (NPL) 00:12:28 Shopee Paylater boosts ecommerce growth  00:18:15 Does Grab's financial services have potential?

RecTech: the Recruiting Technology Podcast
Q3 Job Market Pulse report from Aspen Tech Labs

RecTech: the Recruiting Technology Podcast

Play Episode Listen Later Nov 4, 2024 25:20


We are excited to share our Q3 U.S. Jobs Report, offering key insights about the U.S. labor market in the third quarter of 2024. The data in this report comes from Aspen Technology Lab's JobsIndex, which aggregates daily vacancy information from more than 200,000 company career sites, ensuring you receive the most accurate and up-to-date information. Overall, this quarter, vacancies continued their upward trend from Q2. Total job listings ticked up 0.5 percent QoQ, or by roughly 30,000, but are still down 4.5 percent YoY. Q3's numbers show positive momentum, with full-time salaries and salary transparency on the rise. DOWNLOAD 

The Core Report
#407 Markets Rise

The Core Report

Play Episode Listen Later Oct 10, 2024 20:53


On Episode 407 of The Core Report, financial journalist Govindraj Ethiraj talks to Abhishek Gaoshinde, deputy vice president of research at Sharekhan by BNP Paribas SHOW NOTES (00:00) The Take (04:12) Markets rise (05:06) Oil prices fall as stockpiles increase (06:04) TCS results are out, net profits down marginally QoQ (14:17) Inflation set to rise for last month ⁠⁠⁠⁠⁠⁠⁠⁠Listeners! We await your feedback....⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirements For more of our coverage check out ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thecore.in⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Join and Interact anonymously on our whatsapp channel⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe to our Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow us on:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Linkedin⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Youtube⁠

the Joshua Schall Audio Experience
MusclePharm is Brightest Brown Crayon in the Box | FitLife Brands 2024 Q1 Update

the Joshua Schall Audio Experience

Play Episode Listen Later May 16, 2024 14:59


Is there a hidden meaning behind FitLife Brands calling MusclePharm “our most significant organic growth opportunity”? For those unaware, the supplement brands that are within the FitLife Brands portfolio are now categorized in four segments…NDS Products (which are a collection of brands mostly sold in the GNC franchise system), iSatori Products (which are a collection of brands sold through a diversified retail mix), Mimi's Rock Corporation Products (which are a collection of brands mostly sold on Amazon), and then MusclePharm Products (which was acquired on October 10, 2023). In total, the FitLife Brands portfolio is sold through more than 20,000 retail locations globally. In the first quarter of 2024, FitLife Brands Inc. (NASDAQ: FTLF) had revenues of $16.5 million…which was up 54% YoY. On face value that obviously looks impressive, but you had both the Mimi's Rock and MusclePharm acquisitions that happened in 2023 and greatly impacted the comparable growth percentage. If you look at the revenue from a QoQ perspective, FitLife Brands revenues increased around 24%. While there's strategic initiatives going on at legacy FitLife Brands and Mimi's Rock, the most intriguing segment within FitLife Brands is also currently its smallest...MusclePharm. In the first quarter of 2024, MusclePharm segment revenue was $2.1 million. And if you were wondering about YoY comparatives, let's just say the Eric Hilman run MusclePharm bankrupt version outsold this current version. But that's probably an apples-to-oranges comparison because Eric Hillman was focused on survival by any means necessary, and FitLife Brands is attempting to make strategic business decisions that support and optimize long-term growth. Despite that, MusclePharm revenue on Amazon is growing MoM, with platform subscriber growth continuing to be strong. And what might be helping that of late is the return of MusclePharm Combat protein bars that were relaunched in April. But I'm fearing that FitLife Brands might be getting excited about early indicators of sales performance, getting overly-confident, and might be getting caught up in the last (and biggest) part of that old MusclePharm sales playbook. And CEO Dayton Judd even had to take jabs last quarter's comments I made about “launching more and more products” before then in the same breath going mentioning FitLife Brands was exploring the product format “no-no zone” I talked about with RTD beverages...whether that's an energy drink or protein shake. But I'll breakdown all the strategic elements within the recent FitLife Brands announcement...including how it impacts projected margins and how that relates to FitLife Brands future supplement industry M&A strategy overall. FOLLOW ME ON MY SOCIAL MEDIA ACCOUNTS ⁠⁠⁠⁠⁠⁠⁠⁠LINKEDIN⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠YOUTUBE⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠TWITTER⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠INSTAGRAM⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠FACEBOOK⁠⁠⁠⁠⁠⁠⁠⁠ --- Support this podcast: https://podcasters.spotify.com/pod/show/joshua-schall/support

Venture in the South
E117: Wripple is Marketing's On-Demand Talent Platform

Venture in the South

Play Episode Listen Later May 6, 2024 43:14


E117: David interviews Shannon Denton, Co-founder and CEO of Wripple, who has developed a two sided marketplace that supports two ways to build a modern marketing team, hiring by role or hiring by project. A proven talent supply is screened and curated as individuals and as teams while agencies and enterprise brands  can shop the marketplace with cost transparency and confidence in the talent skill sets. This solves a big problem for talent: how to get the best gigs while staying independent with less hustling and more doing. This also solves a big problem for enterprise CMOs: how to control costs and fit talent to jobs without expanding FTEs. CMOs can extend their team with individual experts across more than 45 marketing roles to curate a team that meets their exact needs. Or, they can select from over 35 digital projects with configurable ready-made teams and deliverables, for a fixed price. With 150+ enterprise clients under contract, Wripple has been growing Quarterly Net Revenue at ~18% QoQ for the last 5 quarters. Currently on track to be EBITDA positive in Q4 of 2024 with projected net revenue for 2024 >200% of 2023, Wripple will add two new products with independent revenue streams in 2024. And, independent market research forcasts 92% of marketing leaders plan to INCREASE freelancer engagements in 2024. (recorded 4/30/24)Follow David on LinkedIn or reach out to David on Twitter/X @DGRollingSouth for comments. We invite your feedback and suggestions at ventureinthesouth.com or email david@ventureinthesouth.com. Learn more about RollingSouth at rollingsouth.vc or email david@rollingsouth.vc. Follow Paul on LinkedIn. Download our White Papers and Cheat Sheets HERE. Thanks for listening and remember: Our mission is to MAKE MONEY, HAVE FUN AND DO GOOD.

Remarkable Marketing
Miles Davis: B2B Marketing Lessons from His Album Kind of Blue with Director of Content & Web at Heap, Ben Lempert

Remarkable Marketing

Play Episode Listen Later May 2, 2024 57:46


In a world with lots of content noise, play to the silences. Let your messaging be simple and clear, and even short. In this episode, we're learning from the musician who let there be simplicity and space. Who played his trumpet in a sparse style so that each note was beautiful and carefully chosen. That's Miles Davis.And with our special guest, Ben Lempert, Director of Content & Web at Heap, we're talking about creating simple messaging, capturing different voices, leaving room for spontaneity, and the importance of feeling in your marketing.About our guest, Ben LempertBen Lempert is Director of Content & Web at Heap. He has been there for over 4 years, having joined in August 2019 as Head of Corporate Marketing. During his time in his current role, Ben has built a Thought Leadership Content Hub to curate all of Heap's content and facilitate the stages of the buyer's journey, created the Heap Digital Insights Report, which generated thousands of leads and a 50% increase in content downloads, created the Digital Experience Insights Report series, which generated 6000+ downloads and bylines in Forbes and VentureBeat, developed creative initiatives including the Heap Comic Book and the Heap Explainer video series,  grew SEO traffic from 0 to 29,000+ visitors/month, increased social media followers by 100% over three successive years, and grew PR SOV 25% QoQ for nine successive quarters. He has over 10 years of experience in content strategy, brand, comms, creative, editing, and leadership.What B2B Companies Can Learn From Kind of Blue:Create simple messaging. Distill your message into plain but pointed language directed at your particular audience. Ben says, “What people respond to in Kind of Blue, and I think what people often respond to best in good content, is a simple, clear, open, direct message. I think a lot of companies get very complex in talking about the nuances of their solution and the technical advantages their product offers. I think it's worth it in the content world for most companies to think about what your fundamental message is, whether that's one sentence or one paragraph or four words. What's the thing that people will respond to that explains what you do and why it matters in a unique way? It's very hard to get to. I don't think many companies do it well. It's very easy to come up with something that's too abstract to be meaningful.”Capture different voices. Feature quotes from both your customers and colleagues in your content. Gather info and input from all of them and work it into your content. You don't have to operate all alone on a marketing island. Ben says, “Jazz, like content, is a team activity. I think one of the great things about Kind of Blue is that there's room for lots of individual voices. When we think about representing our company through our content, it's worth recognizing that there are plenty of voices across the company. And they all have different ways of expressing what's important. So it's okay to vary the voice and story you're telling, as long as you have a fundamental story that is simple and clear. What's on top of it involves orchestrating these different voices in a way that hits people in different ways and allows for nuance and complexity to be added to your story.”Leave room for spontaneity. Yes, get your work done. But then leave a little time to experiment and play. Ben says, “We are all extraordinarily busy. But sometimes the best marketing comes from carving out time for free form group thinking. Brainstorming, coming up with ideas that are new and off the wall, having that be a prompt.”Mood and feeling matter. Instead of getting into the nitty gritty technical details, focus on how you make the customer feel. Ben says, “Kind of Blue has that impact on you because of the way it sounds. You're not listening to every single note and you're not listening to Coltrane saying, ‘Oh, he played a flat 13 there. Whoa, that's wild!' It impacted you on a deeper, more emotional level. And we often forget that as content writers, that our audience are not robotic automatons. They're people. And we want to hit their emotions. That's where you reach people.” So ask yourself, “How do I want to make my audience feel?”Quotes*”[Kind of Blue] is one of the very few jazz records that most people who are not jazz fans own and listen to actively. And I think there are lots of reasons for that. And I think that gives us a pretty interesting lens for thinking about how content works, given that lots of content is directed towards people who may not be aware of the intricacies of your technical solutions, but still want to be compelled by what you have to say and want to be interested in it.” - Ben Lempert*”Miles was famous for having a very sparse style, very much interested in playing space. And for him, he was very actively thinking about how to play the silence and the space between notes as much as he was playing the actual notes. So he was super minimalist, would play one or two notes, but they would be absolutely beautiful and absolutely brilliant and took a sort of courage to play those one or two notes that very few musicians have. It's much easier to play a lot of notes and hope you get something right. It's much harder to have that one pithy statement and let it hang there.” - Ben Lempert*”Always strive to create a simple, communicable foundation that ideally everyone in the company can embody. And when the audience receives it, they understand right away. And then you build complexity on top of that.” - Ben LempertTime Stamps[0:55] Meet Ben Lempert, Director of Content & Web at Heap[4:37] Ben Lempert's Journey from Jazz Musician to Director of Content[8:47] The Making of Kind of Blue: A Revolutionary Jazz Album[10:20] Miles Davis' Vision and the Birth of Modal Jazz[23:59] Kind of Blue's Legacy and Impact on Jazz and Beyond[28:24] Exploring the Creative Process and Expectations[29:51] The Power of Minimalism in Music and Marketing[33:44] Improvisation: Jazz Lessons for Conversational and Creative Skills[36:12] Marketing Wisdom from Jazz: Simplicity, Emotion, and Spontaneity[48:38] Heap's Content Strategy: Blending Business Goals with Creative Storytelling[55:12] Embracing Experimentation and Spontaneity in Content CreationLinksListen to Kind of BlueConnect with Ben on LinkedInLearn more about HeapAbout Remarkable!Remarkable! is created by the team at Caspian Studios, the premier B2B Podcast-as-a-Service company. Caspian creates both nonfiction and fiction series for B2B companies. If you want a fiction series check out our new offering - The Business Thriller - Hollywood style storytelling for B2B. Learn more at CaspianStudios.com. In today's episode, you heard from Ian Faison (CEO of Caspian Studios) and Meredith Gooderham (Senior Producer). Remarkable was produced this week by Meredith Gooderham, mixed by Scott Goodrich, and our theme song is “Solomon” by FALAK. Create something remarkable. Rise above the noise.

Louis Lehot Legal Podcasts
Private Equity's Exit Slowdown

Louis Lehot Legal Podcasts

Play Episode Listen Later May 1, 2024 0:49


PitchBook's Q1 2024 US PE Breakdown showed some interesting insights about the start of the year. Here are a few key things to note:

the Joshua Schall Audio Experience
MyProtein Rebrand Faces "No Pain, No Gain" Reality | THG (The Hut Group) 2024 Q1 Update

the Joshua Schall Audio Experience

Play Episode Listen Later Apr 24, 2024 13:54


I already predicted the massive MyProtein rebrand would face a “no pain, no gain” reality, so what is THG CEO Matthew Moulding all fired up about? THG (aka the company formerly known as The Hut Group) recently updated the public markets by releasing its 2024 Q1 trading statement. I'll be utilizing that financial information, along with notes I took listening to the earnings conference call, and any relevant publicly disclosed information to obviously update you on the recent performance of THG Nutrition division that includes the world's largest online sports nutrition brand MyProtein, but also utilize everything to provide insights surrounding the global supplement markets. For those unaware, THG is self-described as “a vertically integrated, digital-first consumer brands group, retailing its own brands in beauty and nutrition, plus third-party brands, via its complete digital commerce solution, Ingenuity, to an online and global customer base.” During the first quarter of 2024, divisional revenue for THG Nutrition was approximately $188 million, which was down 5.8% YoY. Maybe what's more concerning is that revenue dropped about 10.5% from last quarter. That's a bit abnormal, as the “New Year, New You” Q1 seasonality boost of new buyers into the marketplace usually helps supplement companies grow revenues QoQ. So, what's up with these poor growth rates when the overall global supplement market continues to grow? I'll dive into several things going on here at MyProtein including: its global digital sales channel strategy and retail partnerships in physical retail, integration of supply side acquisitions, the effect the previous pricing strategy had on the sports nutrition brand's customer file, and let's just say A LOT is riding on the success of the MyProtein global rebrand. Early results of the biggest rebrand in the 20-year history of MyProtein is said to be promising in that brand awareness has grown four percentage points higher since rolling out in its home market of the UK. More importantly though…THG Nutrition leadership needs to pay close attention to key commercial metrics over the next year because to continue moving upstream in positioning (and unlocking sales channel diversification opportunities within the American market) it needs to ensure this rebranding decision is well received by and generates brand affinity with those less price-sensitive customers. Additionally, I've provided a few recent marketplace actions made by MyProtein that could be associated with unlocking future winning chess moves. Finally...I'll provide you with another funny Matthew Moulding LinkedIn moment that directly tossed shade at all the flip-flopping pundits and analysts for being stupid and suggesting THG should “sell or close the Beauty and Ingenuity divisions, and just keep Nutrition because then the company would be valued at least double.” I'm sure this is the type of stuff that the British media, financial, and business worlds hate…but it further supports my belief that it's inevitable that all (or parts of) THG will be listed in the American stock markets soon enough. FOLLOW ME ON MY SOCIAL MEDIA ACCOUNTS ⁠⁠⁠⁠⁠LINKEDIN⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠YOUTUBE⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠TWITTER⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠INSTAGRAM⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠FACEBOOK⁠⁠⁠⁠⁠ --- Support this podcast: https://podcasters.spotify.com/pod/show/joshua-schall/support

the Joshua Schall Audio Experience
MusclePharm Combat Crunch Protein Bar Relaunch Mistake? | FitLife Brands 2023 Full-Year Update

the Joshua Schall Audio Experience

Play Episode Listen Later Apr 3, 2024 19:45


FitLife Brands gave more than 25 million reasons why it believes in the MusclePharm turnaround. So, why am I not impressed? For those unaware, the supplement brands that are within the FitLife Brands portfolio are now categorized in four segments…NDS Products (which are a collection of brands mostly sold in the GNC franchise system), iSatori Products (which are a collection of brands sold through a diversified retail mix), Mimi's Rock Corporation Products (which are a collection of brands mostly sold on Amazon), and then MusclePharm Products (which was acquired on October 10, 2023). In total, the FitLife Brands portfolio is sold through more than 20,000 retail locations globally. In the fourth quarter of 2023, FitLife Brands Inc. (NASDAQ: FTLF) had revenues of $13.3 million…which was up 148% YoY. On face value that obviously looks impressive, but you had both the Mimi's Rock and MusclePharm acquisitions that happened in 2023 and greatly impacted the comparable growth percentage. If you look at the revenue from a QoQ perspective, FitLife Brands revenues declined around 4.3%. While there's strategic initiatives going on at legacy FitLife Brands and Mimi's Rock, the most intriguing segment within FitLife Brands is MusclePharm. But even though MusclePharm was owned for the vast majority of Q4, its contribution to the FitLife Brands quarterly performance was immaterial because they needed to procure inventory (as basically no inventory was acquired in the asset purchase), and they needed to negotiate new retail agreements with MusclePharm's existing wholesale customers. So, what that all means is the MusclePharm business really didn't begin ramping up in terms of both wholesale and online sales until this current first quarter of 2024. Because of that…FitLife Brands gave some additional forward-looking statements based on preliminary first quarter numbers to show the early turnaround progress at MusclePharm. In the first quarter of 2024, MusclePharm segment total quarterly revenue will be around $2.25 million. That's a slight drop in revenue YoY from the 2023 bankrupt MusclePharm era and even a more significant drop from the $3.8 million in Q3 revenue the company generated before the FitLife Brands acquisition. So, then what is needed for FitLife Brands to turnaround MusclePharm? FitLife Brands isn't looking to hit a homerun with the MusclePharm turnaround…or so I thought before I heard the comments on the earnings call and them sharing a new element of the strategic gameplan. But I'm fearing that FitLife Brands might be getting excited about early indicators of sales performance, getting overly-confident, and might be getting caught up in the last (and biggest) part of that old MusclePharm sales playbook…launching more and more new SKUs. I'll breakdown all the strategic elements within the recent FitLife Brands announcement that they're bringing back the MusclePharm Combat Crunch protein bars...including how it impacts projected margins within the MusclePharm segment, how that relates to FitLife Brands return on investment, and future supplement industry capital deployment strategy overall. FOLLOW ME ON MY SOCIAL MEDIA ACCOUNTS ⁠⁠LINKEDIN⁠⁠ ⁠⁠YOUTUBE⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠TWITTER⁠⁠ ⁠⁠INSTAGRAM⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠FACEBOOK⁠⁠ --- Support this podcast: https://podcasters.spotify.com/pod/show/joshua-schall/support

The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier
BYD Dethroned?, Ford Rides the Discount Train, Big Brand April Fools

The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier

Play Episode Listen Later Apr 2, 2024 13:11


The week is in full swing and Q1 results are starting to hit the news cycle. We take a look at BYD's possible slide in Q1, Ford's journey back to the discount aisle, and how big brands have leveraged the April Fools moment over the years.China's BYD reports a significant first-quarter sales dip in 2024, indicating a possible shift in the global EV market leadership back to Tesla, amidst intensifying price wars and changing market dynamics.BYD's first-quarter sales plummeted by 43% QoQ, while Tesla's sales are expected to only fall by 5%, potentially relinquishing its status as the world's leading EV seller to Tesla.Despite a year-on-year increase, the dramatic quarterly drop hints at Tesla's enduring dominance and the impact of competitive pricing in China.Tesla's consistent performance, coupled with a strategic price war in the Chinese market, underscores the intense rivalry between the two EV giants.Ford's strategic price reductions on the 2023 Mustang Mach-E have ignited sales and slashed inventory, spotlighting the critical balance between EV affordability and manufacturer profitability.Ford's discounts of up to $8,100 on 2023 Mustang Mach-E models have spurred sales, addressing the challenge of EV affordability. Despite these efforts, each sale still incurs a loss for FordIn February, almost 3K Mach-E's had sold, up 64% YoYSince the introduction of discounts, the Mach-E's inventory movement has nearly tripled, though its turn rate of 33% still lags behind the industry average of 45%."We are getting a lot of customers who were always interested in an electric product but saw it as unaffordable," said Doug North, owner of North Brothers Ford.From left-handed Whoppers to Velveeta night cream, history has seen its fair share of big brands taking part in the every popular April Fools games."In nationwide surveys, coffee drinkers told researchers the No. 1 complaint they have about their beloved drink is the way it stains," — Caribou Coffee, revealing the spoof behind Caribou Clear coffee (2014).Some fun ones:The Taco Liberty Bell (1996): Taco Bell fooled many by claiming to buy and rename the Liberty Bell, sparking a national stir.Left-handed Whopper (1998): Burger King's prank aimed to cater to left-handers by rotating all condiments 180 degrees for easier handling.Warby Barker (2012): Warby Parker's spoof claimed to launch a line of eyewear for dogs, complete with an Instagram account for adorable, bespectacled canines.Caribou Clear coffee (2014)Saucony changes name to Sock-a-knee (2023)Hosts: Paul J Daly and Kyle MountsierGet the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/ Read our most recent email at: https://www.asotu.com/media/push-back-email

Modernize or Die ® Podcast - CFML News Edition
Modernize or Die® - CFML News Podcast for October 10th, 2023 - Episode 205

Modernize or Die ® Podcast - CFML News Edition

Play Episode Listen Later Oct 10, 2023 31:43


2023-10-10 Weekly News — Episode 205Watch the video version on YouTube at https://youtube.com/live/_K0cN5cQ-rY?feature=shareHosts:  Eric Peterson - Senior Developer at Ortus Solutions Daniel Garcia- Senior Developer at Ortus Solutions Thanks to our Sponsor - Ortus SolutionsThe makers of ColdBox, CommandBox, ForgeBox, TestBox and all your favorite box-es out there.  A few ways  to say thanks back to Ortus Solutions: Like and subscribe to our videos on YouTube.  Help ORTUS reach for the Stars - Star and Fork our ReposStar all of your Github Box Dependencies from CommandBox with https://www.forgebox.io/view/commandbox-github  Subscribe to our Podcast on your Podcast Apps and leave us a review AND WE WILL READ IT ON THE SHOW Sign up for a free or paid account on CFCasts, which is releasing new content regularly BOXLife store: https://www.ortussolutions.com/about-us/shop Buy Ortus's Books 102 ColdBox HMVC Quick Tips and Tricks on GumRoad (http://gum.co/coldbox-tips)Now on Amazon! https://www.amazon.com/dp/B0CJHB712M Learn Modern ColdFusion (CFML) in 100+ Minutes - Free online https://modern-cfml.ortusbooks.com/ or buy an EBook or Paper copy https://www.ortussolutions.com/learn/books/coldfusion-in-100-minutes   Patreon Support (sensational)We have 38 patreons: https://www.patreon.com/ortussolutions. News and AnnouncementsHacktoberfest is here!CELEBRATE OUR 10TH YEAR SUPPORTING OPEN SOURCE!This year marks the 10th anniversary of Hacktoberfest, and we're calling on your support! Whether it's your first time participating—or your tenth—it's almost time to hack out four pristine pull/merge requests as we continue our month of support for open source.Hacktoberfest has grown from 676 participants in 2014 to nearly 147,000 participants last year. To help ensure Hacktoberfest can be sustained for another decade, this year we're moving away from a free t-shirt reward to a digital reward.All Ortus Repos will qualify, including our docs repos!Discord: https://discord.gg/hacktoberfest https://hacktoberfest.com/ New Releases and UpdatesAdobe Updates10/10/2023- Refreshed the Server ZIP and GUI installers, Lockdown installer, and Add-on installer for ColdFusion (2023 release).https://helpx.adobe.com/coldfusion/kb/coldfusion-downloads.html#download0Lucee 5.4.3.11-RC is outThis is a bug fix release addressing the all the regressions found in 5.4.3 (all the 5.4.4.x fixes are backported into this RC as well)Plan is for a quick RC, as people have been testing all the fixes along the way.Assuming there are no regressions found, we will be merging the private CVE branch back into the public branch a week after the stable release, so if you haven't already upgraded to a CVE version, it's time to update.LDEV-4480 - "." should not be accepted/converted as/to a numberLDEV-4675 - admin Error: requested action doesn't existLDEV-4676 - SerializeJSON() produces invalid JSON when serializing some CFC instancesLDEV-4690 - admin: login prompt for every requestLDEV-4691 - 5.4.3.2 QofQ rounds decimal column type to integer when joiningLDEV-4693 - Integer BigDecimal values are converted to strings with trailing 0sLDEV-4695 - 5.4.3.2 QoQ incompatible data type with subquery IN operatorhttps://dev.lucee.org/t/5-4-3-7-snapshot-ready-for-testing/13001 CBWire 3.1 ReleasedI'm very excited to announce the latest release of CBWIRE, version 3.1. This release contains a couple of bug fixes, but mostly new features that you can start using right away in your applications. `autoInjectAssets` configuration property `onUpdate` and `onUpdateProperty` Lifecycle hooks Application Helpers available in Wire component templates. Unified component and templates Bug fixes There's lots packed into 3.1 and we highly recommend upgrading, even if it's just for the bug fixes.Enjoy and please let us know your thoughts on CBWIRE!https://www.ortussolutions.com/blog/cbwire-31-releasedWebinar / Meetups and WorkshopsICYMI: OOP & ColdFusionNolan ErckFriday, September 29, 2023 @ 12 PM HAST (Hawaii Standard Time)Object-Oriented Programming is a common term in programming languages. It's a vast concept but to sum it up in a single line, it is a set of concepts and techniques that make use of the “object” construct, to write more reusable, maintainable, and organized code. Objects are implemented differently in every language. In ColdFusion, we have ColdFusion Components (CFCs) that can be instantiated to create objects.Anyone who has ever studied OOP must know that there are four main concepts, which are: Abstraction Encapsulation Inheritance Polymorphism https://www.meetup.com/hawaii-coldfusion-meetup-group/events/294629892/Eric is doing a workshop on Inertia JS and cbInertia for Hawaii CFUG this month sometime.CFCasts Content Updateshttps://www.cfcasts.comRecent Releases Mastering CBWire — How CBWIRE Works https://cfcasts.com/series/mastering-cbwire-3/videos/3-mastering-cbwire-v3-how-cbwire-works-vf Into the Box 2023 Videos is available for purchase as an EXCLUSIVE PREMIUM package. https://cfcasts.com/series/itb-2023  Subscribers will get access to premium packages after a 6 month exclusive window. Into the Box Attendees should have their coupon code in the email already!!!! Coming Soon Mastering CBWIRE v3 from Grant ColdBox Elixir from Eric Conferences and Training.CFSummit RecapInto the Box LATAMNovember 30thUniversity of Business in El Salvador.https://latam.intothebox.org/Speakers and Schedules availableITB 2024 Location: Optica in Washington, DC Announcement Blog Post: https://www.ortussolutions.com/blog/our-into-the-box-2024-venue-and-dates-are-set Dates: May 15-17, 2024 Get Blind Tickets Now: https://www.eventbrite.com/e/into-the-box-2024-the-new-era-of-modernization-tickets-663126347757 Call for Speakers: https://www.ortussolutions.com/blog/call-for-speakers-into-the-box-2024-share-your-expertise More conferencesNeed more conferences, this site has a huge list of conferences for almost any language/community.https://confs.tech/Blogs, Tweets, and Videos of the Week09/28/2023 - Blog - James Moberg - How to Check SSL Certificate using ColdFusion & CURL.exeA CFML developer in the ColdFusion Programmers Facebook Group referenced my DEV article regarding how to identify the SSL expiration date using ColdFusion as they were encountering some issues and thought it may be due to the version of Java that was being using.Here's a UDF that I wrote a couple years ago that leverages CURL (open source) to fetch & identify the current SSL certificate data in use.https://dev.to/gamesover/how-to-check-ssl-certificate-using-coldfusion-curlexe-2c9209/28/2023 - Blog - Charlie Arehart - Testing if a port can be reached, using built-in tools other than "good ol' telnet"Have you ever wanted to test (from the command line) whether a port on another machine can be reached from yours? When some app of your can't seem to connect to a given port, you may want to test things from the command line. (The problem may be that the service using that port has stopped or is blocked by a firewall--it may be that you're mistaken in the port you are trying to use, or perhaps even the ip address, domain name, or machine name.)There are in fact many tools which can help with this task, some of which will be familiar to those on *nix systems, but Windows users who've been around a while (or who learned from such folks) may try to rely on the good ol' telnet command (as in telnet ). Unfortunately, they often find out how Microsoft has disabled that tool by default for over a decade (since Windows Vista), and while it can be easily enabled, they may be prevented or understandably reluctant to do that.In this post, I want to show a couple of command-line alternatives which can do the job easily, one best suited for powershell users (Test-NetConnection), and and two of which would suit those who prefer the command line (cmd) and which are now built-into Windows (the past few years): ssh and curl. No, this is not their primary job but they will suit for this task and it may surprise some to learn they're even built-in options. I'll conclude with still other options available to those on *nix environments (who of course can also use ssh and curl), especially nc (netcat).https://www.carehart.org/blog/2023/10/1/testing_port_reachability_with_other_than_telnet10/02/2023 - Blog - Ben Nadel - Generating A Table Of Contents Using jSoup And ColdFusionI'm authoring my Feature Flags Book using Markdown. Then, I'm converting the Markdown into HTML using Flexmark and ColdFusion. And, once I have the raw HTML, I'm using jSoup to augment the DOM for output. As part of this, I'm dynamically injecting a Table of Contents (ToC). In the book, I'm only including the h2 headings; but, it got me thinking about how I might use jSoup and ColdFusion to create a more inclusive table of contents.https://www.bennadel.com/blog/4521-generating-a-table-of-contents-using-jsoup-and-coldfusion.htm10/03/2023 - Blog - Ben Nadel - Understanding The TrimWhitespace() Function In Lucee CFMLThe other day, when I was looking into which whitespace characters are removed by trim(), I came across a Lucee CFML function that I hadn't seen before: trimWhitespace(). The Function doesn't have an in-depth description; and, looking at the Java code didn't immediately clarify the function's behavior. As such, I wanted to try it out for myself in order to see if the function might be useful to me in the future.https://www.bennadel.com/blog/4522-understanding-the-trimwhitespace-function-in-lucee-cfml.htm10/10/2023 - Blog - Charlie Arehart - Solving failure in applying latest CF updates, or avoiding that failureIf you try to apply ColdFusion updates (including the latest released Oct 6) via the CF admin or command line and find that the update fails, the problem may be due to the JVM you're using (within CF or at the command line). There's a simple solution, which I discuss in this post.https://www.carehart.org/blog/2023/10/10/solving_problems_applying_latest_cf_updatesCFML JobsSeveral positions available on https://www.getcfmljobs.com/Listing over 99 ColdFusion positions from 63 companies across 42 locations in 5 Countries.2 new jobs listed in the last two weeksFull-Time - Software Engineer - Coldfusion at Pune, MaharashtraPosted Sep 28 for Community Brandshttps://www.getcfmljobs.com/jobs/index.cfm/india/Software-Engineer-Coldfusion-at-Pune-Maharashtra/11610Full-Time - COLD FUSION DEVELOPER at Washington, DC (Onsite)Posted: Sep 29 for tamminahttps://www.getcfmljobs.com/jobs/index.cfm/united-states/CFDeveloper-at-Washington-DC/11611Other Job LinksThere is a jobs channel in the CFML slack team, and in the Box team slack now tooForgeBox Module of the WeekColdBox Metadata Exporterby Gavin PickinModule to export ColdBox Metadata from the running Application. This will export to json files for VS Code and other external tools.https://www.forgebox.io/view/coldbox-metadata-exporterVS Code Hint Tips and Tricks of the WeekPieces.appCapture your work-in-progress journey.  Pieces is an intelligent, interactive, and indispensable hub for small developer materials and essential workflow context. Stay ahead with our cutting-edge code snippet platform and groundbreaking Workflow Copilot, integrated across your entire toolchain.Effortlessly save, enrich, search, share, reference, reuse: code snippets, workflow context, and other useful developer resources.https://pieces.app/https://marketplace.visualstudio.com/items?itemName=MeshIntelligentTechnologiesInc.pieces-vscodeThank you to all of our Patreon SupportersThese individuals are personally supporting our open source initiatives to ensure the great toolings like CommandBox, ForgeBox, ColdBox,  ContentBox, TestBox and all the other boxes keep getting the continuous development they need, and funds the cloud infrastructure at our community relies on like ForgeBox for our Package Management with CommandBox. You can support us on Patreon here https://www.patreon.com/ortussolutionsDon't forget, we have Annual Memberships, pay for the year and save 10% - great for businesses everyone. Bronze Packages and up, now get a ForgeBox Pro and CFCasts subscriptions as a perk for their Patreon Subscription. All Patreon supporters have a Profile badge on the Community Website All Patreon supporters have their own Private Forum access on the Community Website All Patreon supporters have their own Private Channel access BoxTeam Slack https://community.ortussolutions.com/Top Patreons (sensational) John Wilson - Synaptrix Tomorrows Guides Jordan Clark Gary Knight Giancarlo Gomez David Belanger Dan Card Jeffry McGee - Sunstar Media Dean Maunder Kevin Wright Doug Cain  Nolan Erck  Abdul Raheen And many more PatreonsYou can see an up to date list of all sponsors on Ortus Solutions' Websitehttps://ortussolutions.com/about-us/sponsors Thanks everyone!!! ★ Support this podcast on Patreon ★

Modernize or Die ® Podcast - CFML News Edition
Modernize or Die® - CFML News Podcast for July 25th, 2023 - Episode 200

Modernize or Die ® Podcast - CFML News Edition

Play Episode Listen Later Jul 25, 2023 66:03


2023-07-25 Weekly News - Episode 200Watch the video version on YouTube at https://youtube.com/live/YFsWycHGHMo?feature=share Hosts:  Luis Majano - CEO of Ortus Solutions Gavin Pickin - Senior Developer at Ortus Solutions Brad Wood - Senior Developer at Ortus Solutions Eric Peterson - Senior Developer at Ortus Solutions Daniel Garcia - Senior Developer at Ortus Solutions And others Thanks to our Sponsor - Ortus SolutionsThe makers of ColdBox, CommandBox, ForgeBox, TestBox and all your favorite box-es out there. A few ways  to say thanks back to Ortus Solutions: Like and subscribe to our videos on YouTube.  Help ORTUS reach for the Stars - Star and Fork our Repos Star all of your Github Box Dependencies from CommandBox with https://www.forgebox.io/view/commandbox-github  Subscribe to our Podcast on your Podcast Apps and leave us a review Sign up for a free or paid account on CFCasts, which is releasing new content every week BOXLife store: https://www.ortussolutions.com/about-us/shop Buy Ortus's Books  102 ColdBox HMVC Quick Tips and Tricks on GumRoad (http://gum.co/coldbox-tips) Learn Modern ColdFusion (CFML) in 100+ Minutes - Free online https://modern-cfml.ortusbooks.com/ or buy an EBook or Paper copy https://www.ortussolutions.com/learn/books/coldfusion-in-100-minutes   Patreon Support We have 40 patreons: https://www.patreon.com/ortussolutions. News and AnnouncementsAdobe updates back to back to back Updates for vulnerabilitiesColdFusion (2023 release) Update 1, 2, and 3ColdFusion (2021 release) Update 7, 8 and 9ColdFusion (2018 release) Update 17, 18 and 19In these updates, we've fixed a few security bugs mentioned in the security bulletin, APSB23-40., APSB23-41, and  APSB23-47.https://coldfusion.adobe.com/?p=32047 https://coldfusion.adobe.com/?p=32026 https://coldfusion.adobe.com/?p=32007 All updates have been made to CommandBox images on ForgeBox.New Releases and UpdatesLucee 5.4.2.17 Stable ReleaseThe Lucee team is proud to release our latest Stable Release. This release focusses on bug fixes and making Lucee more secure by default, the big change here is that XML XXE mitigations are now on by default. This release also solves a native QoQ bug. https://dev.lucee.org/t/lucee-stable-release-5-4-2-17/12828 Lucee 5.4.1.8 Stable Release notes: https://dev.lucee.org/t/lucee-5-4-1-8-stable-release/12778 Lucee ZERO, a lighter Lucee Light (Lamba Friendly) Lucee Zero is a new smaller Lucee distribution without the admin or docs bundled.This reduces the jar size by about 2mb and avoids expanding them on install, which makes Lucee initial startup a lot faster, as there is less to deploy.Why an additional distribution?Firstly backwards compat with existing build pipelines, as you can't build a full install by adding just extensions, the admin simply isn't there with Lucee Zero.Secondly Lambas have some size limitations, you only have 50MB, when Lucee deploys, the .lco is extracted into lucee-server/patches and then the lucee-admin.lar and lucee-doc.lar are exracted out into lucee-server/context/context, plus inside the original lucee-zero.jar.So this new distribution saves roughly 6MB of disk space, as there ends up being three copies of these two .lar archives on the filesystem once deployed.When I run the local build for extensions, it's about 6-7s faster (Lucee does deploy slower on windows than linux, so YMMV)https://dev.lucee.org/t/lucee-zero-a-lighter-lucee-light-lamba-friendly/12749 Webinar / Meetups and WorkshopsICYMI - Hawaii ColdFusion Meetup Group - Intro to ColdFusion 2023June 23rd, 2023Adobe ColdFusion 2023 is released today! Packed with cutting-edge features and enhanced performance, this release takes ColdFusion to new heights of innovation. Come see what's new in ColdFusion 2023 with Mark Takata of Adobe.Recording: https://hawaiicoldfusionusergroup.adobeconnect.com/pykivms4zclo/ Hawaii ColdFusion Meetup Group - CF Scheduled Tasks: more than you may know, and shouldSpeaker: Charlie ArehartFriday July 28th, 2023 at 3pm PTIf folks were asked to discuss CF scheduled tasks, I suspect most would feel "there's not much 'to say", but there really is a lot more to working with them simply "setting a given url to run on a given schedule" (did you know it could be a CFC, for instance?).There are both more features than most realize, as well as solutions to common problems people can face when running them, and a lot of myths regarding old limitations that have since been lifted. In this talk, veteran CF troubleshooter Charlie Arehart will address all these and more, starting with a focus on tools and techniques for solving common problems with them, then showing several ways to create them (yes, even more than just cfschedule and the CF Admin UI).He'll then review several features of using tasks that you may have missed—to include distinguishing which few are NOT available in CF Standard.He'll also discuss briefly the underlying quartz open source framework that powers them (and offers still more extensibility), as well as the underlying neo-cron.xml file and tips for protecting that, and he'll even identify ways to control/allow access to managing tasks that may surprise many. He'll conclude with alternatives when the base features don't suit you.https://www.meetup.com/hawaii-coldfusion-meetup-group/events/294711603 Adobe Upcoming EventsWebinar- Road to Fortuna Series: New Administrator Features in Adobe ColdFusion 2023 WEDNESDAY, JULY 26, 202310:00 AM PDTOnline Eventhttps://administrator-features-adobe-coldfusion.meetus.adobeevents.com/ Adobe ColdFusion Workshop WEDNESDAY, AUGUST 9, 20239:00 AM EDTOnline Eventhttps://adobecf-1day-workshop.meetus.adobeevents.com/ Webinar - Road to Fortuna Series: Exploring the New Google Cloud Platform Features FRIDAY, AUGUST 25, 202310:00 AM PDTOnline Eventhttps://google-cloud-platform-adobe-coldfusion.meetus.adobeevents.com/ CFCasts Content Updateshttps://www.cfcasts.comRecent Releases Into the Box 2023 Videos is available for purchase as an EXCLUSIVE PREMIUM package. https://cfcasts.com/series/itb-2023 Subscribers will get access to premium packages after a 6 month exclusive window. Into the Box Attendees should have their coupon code in the email already!!!! 2023 ForgeBox Module of the Week Series - 1 new Video https://cfcasts.com/series/2023-forgebox-modules-of-the-week  2023 VS Code Hint tip and Trick of the Week Series - 1 new Video https://cfcasts.com/series/2023-vs-code-hint-tip-and-trick-of-the-week  Coming Soon More ForgeBox and VS Code Podcast snippet videos ColdBox Elixir from Eric Getting Started with Inertia.js from Eric Conferences and TrainingTHAT ConferenceHowdy. We're a full-stack, tech-obsessed community of fun, code-loving humans who share and learn together.We geek-out in Texas and Wisconsin once a year but we host digital events all the time.WISCONSIN DELLS, WI / JULY 24TH - 27TH, 2023A four-day summer camp for developers passionate about learning all things mobile, web, cloud, and technology.https://that.us/events/wi/2023/Our very own Daniel Garcia is speaking there https://that.us/activities/R3eAGT1NfIlAOJd2afY7Adobe CF Summit WestLas Vegas 2-4th of October.Get your early bird passes now. Session passes @ $199 Professional passes @ $299. First round of speakers has been announced - with some great sessionshttps://cfsummit.adobeevents.com/ https://cfsummit.adobeevents.com/speaker-application/STUDENTS can get a free pass if they are enrolled at tertiary level educational institutionsOrtus CF Summit Training - ColdBox Zero to HeroDate: October 4th - 5th, 2023 | Right after Adobe CFSummit, 2023Speakers: Luis Majano & Gavin PickinLocation: Las Vegas, NevadaVenue: Regus - Las Vegas - 3960 Howard Hughes Parkway Paradise #Suite 500 Las Vegas, NV 89169 United StatesTicket Price Early Bird Price: $499 (Available until August 18th, 2023) Regular Price Tickets: $699 25% Discount today: https://www.eventbrite.com/e/659169262007/?discount=modernize Spotlight Less than 2 miles from the Mirage - 30 mins walk Next to Marriot hotel - 2 min walk 1 mile to Top Golf - 20 min walk 5 min walk to Fogo de Chão Brazilian Steakhouse 5 min walk to starbucks 5 min walk to Lo-los chicken and waffles WIN WIN WIN WINhttps://www.eventbrite.com/e/workshop-coldbox-from-zero-to-hero-tickets-659169262007?aff=oddtdtcreator Into the Box LATAMNovember 30th - more details to followUniversity of Business in El Salvador.ITB 2024 Locations: Washington, DC or BOSTON Dates: May 15-17, 2024 More conferencesNeed more conferences, this site has a huge list of conferences for almost any language/community.https://confs.tech/Blogs, Tweets, and Videos of the Week7/19/23 - Blog - Ben Nadel - Spread Operator Cannot Replace Struct-Based argumentCollection In ColdFusionI've been slow to adopt the Rest and Spread operators in ColdFusion because they aren't supported in the version of Lucee CFML that I use at work. But, they are supported in my personal use of Adobe ColdFusion. As such, I wanted to start thinking about ways in which to leverage these operators. One such case is constructing a dynamic collection of arguments and then invoking a method with argumentCollection. I thought that perhaps I could use the spread operator instead. This works when the arguments are array-based; but, it does not work when the arguments are struct-based.https://www.bennadel.com/blog/4489-spread-operator-cannot-replace-struct-based-argumentcollection-in-coldfusion.htm 7/19/23 Security Patch - Adobe ColdFusion Portal - RELEASED- ColdFusion 2023, 2021 and 2018 July 19th, 2023 Security UpdatesWe are pleased to announce that we have released the updates for the following ColdFusion versions:ColdFusion (2023 release) Update 3ColdFusion (2021 release) Update 9ColdFusion (2018 release) Update 19In these updates, we've fixed a few critical security bugs mentioned in the security bulletin, APSB23-47.https://coldfusion.adobe.com/2023/07/released-coldfusion-2023-2021-and-2018-july-19th-2023-security-updates/ 7/17/23 - Blog - Ben Nadel - Adobe ColdFusion Elvis Operator Struggles With Nested Array ReferencesIn Lucee CFML, the Elvis Operator (null coalescing operator) is quite powerful. In fact, it can often replace the Safe Navigation operator when access values on deeply-nested structures. In contrast, the Elvis Operator in Adobe ColdFusion is much more problematic. And, in fact, I just ran into another rough edge in the ACF implementation. It seems that the Elvis operator has trouble with nested array references.https://www.bennadel.com/blog/4488-adobe-coldfusion-elvis-operator-struggles-with-nested-array-references.htm 7/16/23 - Blog - James Moberg - createIsoString() - A ColdFusion User-Defined Function (UDF) to replace dateTimeFormat("iso")Since 1999's release of ColdFusion 4, a built-in dateConvert function has been available to convert local to UTC time and vice-versa. getTimeZoneInfo has also been available to retrieve only the local time zone based on system settings. This functions are beneficial, but I'm not sure why it's limited to only supporting local time.Lucee's getTimeZoneInfo function added support for timezone and locale back in May 2016. This function is a lot more useful that Adobe's.https://dev.to/gamesover/createisostring-a-coldfusion-user-defined-function-udf-to-replace-datetimeformatiso-2p15 7/14/23 - Security Patch - Adobe ColdFusion Portal - RELEASED- ColdFusion 2023, 2021 and 2018 July 14th, 2023 Security UpdatesWe are pleased to announce that we have released the updates for the following ColdFusion versions:ColdFusion (2023 release) Update 2ColdFusion (2021 release) Update 8ColdFusion (2018 release) Update 18In these updates, we've fixed a few security bugs mentioned in the security bulletin, APSB23-41.https://coldfusion.adobe.com/2023/07/released-coldfusion-2023-2021-and-2018-july-14th-2023-security-updates/ 7/11/23 - Security Patch - Adobe ColdFusion Portal - ColdFusion 2023, 2021, and 2018 July 2023 Security UpdatesWe are pleased to announce that we have released the updates for the following ColdFusion versions:ColdFusion (2023 release) Update 1ColdFusion (2021 release) Update 7ColdFusion (2018 release) Update 17In these updates, we've fixed a few security bugs mentioned in the security bulletin, APSB23-40.https://coldfusion.adobe.com/2023/07/coldfusion-2023-2021-2018-july-2023-security-updates/ 7/7/23 - Blog - Ben Nadel - Adobe ColdFusion Returns NULL Dates As NULL When Using CFQuery ReturnType "Array"Historically in ColdFusion, when you return a NULL date from the database, the CFQuery tag translates that NULL date as [empty string]. This has always made it quite easy to manage dates in the application logic because all you need to do is pass the value into the isDate() decision function before you use it. In recent years, the CFQuery tag has added a returnType attribute that allows the database recordset to be returned as either an Array-of-Structs or a Column-based Struct (Lucee CFML only). Unfortunately, when returning the query as an Array, Adobe ColdFusion no longer translates NULL dates into empty-strings.https://www.bennadel.com/blog/4483-adobe-coldfusion-returns-null-dates-as-null-when-using-cfquery-returntype-array.htm CFML JobsSeveral positions available on https://www.getcfmljobs.com/Listing over 83 ColdFusion positions from 54 companies across 39 locations in 5 Countries.7 new jobs listed this monthFull-Time - Front End and ColdFusion Developer at Virginia - United States Posted: Jul 18https://www.getcfmljobs.com/jobs/index.cfm/united-states/Front-End-and-ColdFusion-Developer-at-Virginia/11591 Full-Time - Senior Software Engineer - ColdFusion at Baner, Pune, Mahara.. - India Posted: Jul 15https://www.getcfmljobs.com/jobs/index.cfm/india/Senior-Software-Engineer-ColdFusion-at-Baner-Pune-Maharashtra/11590 Full-Time - Sr. Tech Lead - ColdFusion at Baner, Pune, Maharashtra - India Posted: Jul 15https://www.getcfmljobs.com/jobs/index.cfm/india/Sr-Tech-Lead-ColdFusion-at-Baner-Pune-Maharashtra/11589 Full-Time - ColdFusion Developer at Remote - United States Posted: Jul 14https://www.getcfmljobs.com/jobs/index.cfm/united-states/ColdFusion-Developer-at-Remote/11588 Full-Time - Remote Coldfusion Developer – 3 – 6 Month Contract at Nottin.. - United Kingdom Posted: Jul 12https://www.getcfmljobs.com/jobs/index.cfm/united-kingdom/Remote-Coldfusion-Developer-3-6-Month-Contract-at-Nottingham/11587 Full-Time - Java/ColdFusion Developer (Remote) at Reston, VA - United States Posted: Jul 10https://www.getcfmljobs.com/jobs/index.cfm/united-states/JavaColdFusion-Developer-Remote-at-Reston-VA/11586 Full-Time - Lucee/ColdFusion Developer at United States - United States Posted: Jul 07https://www.getcfmljobs.com/jobs/index.cfm/united-states/LuceeColdFusion-Developer-at-United-States/11585 Other Job LinksThere is a jobs channel in the CFML slack team, and in the Box team slack now tooForgeBox Module of the WeekMegaphone by Eric PetersonA protocol-based library for sending Notifications in ColdBoxhttps://www.forgebox.io/view/megaphone VS Code Hint Tips and Tricks of the WeekPostmanExtension for Visual Studio Code - Streamline API development and testing with the power of Postman, directly in your favorite IDE.https://marketplace.visualstudio.com/items?itemName=Postman.postman-for-vscode Thank you to all of our Patreon SupportersThese individuals are personally supporting our open source initiatives to ensure the great toolings like CommandBox, ForgeBox, ColdBox,  ContentBox, TestBox and all the other boxes keep getting the continuous development they need, and funds the cloud infrastructure at our community relies on like ForgeBox for our Package Management with CommandBox. You can support us on Patreon here https://www.patreon.com/ortussolutionsDon't forget, we have Annual Memberships, pay for the year and save 10% - great for businesses. Bronze Packages and up, now get a ForgeBox Pro and CFCasts subscriptions as a perk for their Patreon Subscription. All Patreon supporters have a Profile badge on the Community Website All Patreon supporters have their own Private Forum access on the Community Website All Patreon supporters have their own Private Channel access BoxTeam Slack https://community.ortussolutions.com/Top Patreons () John Wilson - Synaptrix Tomorrows Guides Jordan Clark Gary Knight Giancarlo Gomez David Belanger Dan Card Jeffry McGee - Sunstar Media Dean Maunder Kevin Wright Doug Cain  Nolan Erck  Abdul Raheen And many more PatreonsYou can see an up to date list of all sponsors on Ortus Solutions' Websitehttps://ortussolutions.com/about-us/sponsors Thanks everyone!!! ★ Support this podcast on Patreon ★

The Week with Roger
This Week: Comparing Wireless CEOs - Which Strategies are Working?

The Week with Roger

Play Episode Listen Later Jul 10, 2023 13:00


Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.0:27: Roger and Don recently co-authored an article comparing the CEOs of the top three wireless companies - how are they comparing them?2:00: An interesting find when comparing postpaid net-adds.5:36: The difference in strategies between the companies.6:24: What does the profitability data show?9:13: What has increased QoQ?Here's a link to the full article: https://www.fiercewireless.com/wireless/how-do-att-t-mobile-and-verizon-ceos-stack-based-industry-metrics-kelloggTags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Mike Sievert, Hans Vestberg, John Stankey, T-Mobile, AT&T, Verizon, Fierce Wireless

Topline
TOPLINE 3: Andrea Kayal on the Move from CMO to CRO, What's Driving Growth, and Expectations for 2023

Topline

Play Episode Listen Later May 1, 2023 57:33


Sam, AJ and Asad are joined by Teampay CRO Andrea Kayal for a discussion about her career and the transition from CMO to CRO, the lessons she learned driving 70% QoQ growth at Electric while reducing sales and marketing costs by 90%, the impact that AI will have on revenue organizations, and the future of SDRs in an AI-powered world.

Quantity Over Quality
QOQ Bible Verses??? - Quantity Over Quality - #4

Quantity Over Quality

Play Episode Listen Later Feb 13, 2023 73:07


"And lo, the people did tune in to the podcast Quantity Over Quality, and they did hear the ramblings of the hosts, and they did say unto themselves, 'Surely this is worth a chuckle or two.' For though the podcast lacked polish, and the titles were sometimes questionable, yet the people did keep listening, for they knew not what else to do.And so it was that Quantity Over Quality did become a sort of twisted entertainment, a mixture of insight and hilarity that left the people unsure of what they had just heard, but still wanting more. And the hosts did say, 'Thanks for listening, folks. We promise we'll try to get better, but we can't make any promises.' And the people did reply, 'Amen.'"QOQ 2:04Support the show

Modernize or Die ® Podcast - CFML News Edition
Modernize or Die® - CFML News Podcast for January 31st, 2023 - Episode 182

Modernize or Die ® Podcast - CFML News Edition

Play Episode Listen Later Jan 31, 2023 46:25


2023-01-31 Weekly News - Episode 182Watch the video version on YouTube at https://youtube.com/live/_iPdrW9iVa4Hosts:  Gavin Pickin - Senior Developer at Ortus Solutions Daniel Garcia - Senior Developer at Ortus Solutions Thanks to our Sponsor - Ortus SolutionsThe makers of ColdBox, CommandBox, ForgeBox, TestBox and all your favorite box-es out there. A few ways  to say thanks back to Ortus Solutions: Like and subscribe to our videos on YouTube.  Help ORTUS reach for the Stars - Star and Fork our Repos Star all of your Github Box Dependencies from CommandBox with https://www.forgebox.io/view/commandbox-github  Subscribe to our Podcast on your Podcast Apps and leave us a review Sign up for a free or paid account on CFCasts, which is releasing new content every week BOXLife store: https://www.ortussolutions.com/about-us/shop Buy Ortus's Books 102 ColdBox HMVC Quick Tips and Tricks on GumRoad (http://gum.co/coldbox-tips) Learn Modern ColdFusion (CFML) in 100+ Minutes - Free online https://modern-cfml.ortusbooks.com/ or buy an EBook or Paper copy https://www.ortussolutions.com/learn/books/coldfusion-in-100-minutes  Patreon Support ( NOBLE )Goal 1 - We have 42 patreons providing 100% of the funding for our Modernize or Die Podcasts via our Patreon site: https://www.patreon.com/ortussolutions. Goal 2 - We are 37% of the way to fully fund the hosting of ForgeBox.io News and AnnouncementsCommandBox settings Sync FeatureA new CommandBox feature has been born to sync your config settings to your ForgeBox account! New commands:config sync pushconfig sync pullconfig sync diffFrom the ticket: CommandBox settings sync – like VSCode settings sync.  BUT, I propose we use people's Forgebox account to tie the data to.  This encourages people to: have ForgeBox accounts stay logged in everywhere https://ortussolutions.atlassian.net/browse/COMMANDBOX-1434 Ortus Community Forum now has Chat!The Community Forum recently got an update that includes a chat feature. There are notifications you can turn on so you see when people message you.The forum is pretty active these days which is great to see, a lot better content retention and search compared to slack.Give it the community forum a try!https://community.ortussolutions.com/ ICYMI - New updates released for Java 8, 11, 17, and 19 as of Jan 17 2023Here's a heads-up that some will want to hear about: there are new JVM updates released today (Jan 17, 2023) for the current long-term support (LTS) releases of Oracle Java, 8, 11, and 17, as well as the current interim update 19. (Note that prior to Java 9, releases of Java were known technically as 1.x, so 8 is referred to in resources below as 1.8.)https://www.carehart.org/blog/2023/1/17/java_updates_Jan_2023 ICYMI and CLARIFICATION: Beware that latest Oracle JDK installers will REMOVE older JDK installs of that versionHere's something new to beware if you may run the Oracle JDK installer for the recently updated Java 11 or 17, whether on Windows, macOS, or via RPM: the new Oracle jdk installer WILL REMOVE any older previous versions of that JVM version created by previous JDK installers of the same major version. (Note that this issue does not affect those who implement java by extracting it from a compressed file, like a zip or tar.gz.)Fortunately for some, this issue does NOT affect those running Java 8 or below, or Java 19 or abovehttps://www.carehart.org/blog/2023/1/23/beware_latest_oracle_JDK_installers_will_remove_older_JDK_installs Clarification from Charlie regarding the Podcast discussion of this post last week: Brad said that this behavior is “not new”, and I have to say: that's not correct. As the post goes on to clarify, this change IS documented in last week's release notes for the Oracle JVM. I've updated my post with this new paragraph at the top to clarify that point:Since I posted this last night, I've heard some people assert "this is not new behavior: Java's always popped up and offered to remove old versions". Those folks are misunderstanding something: that was true of past JRE installers (like in Java 8 and earlier, which don't exist for Java 11), but it was never the case for Oracle JDK installers (even for Java 8). THAT's what's new about the JDK 11 and 17 installers, and it's DOCUMENTED in the release notes, as I discuss below. But it may surprise those who never saw a JDK installer do that, thus this post. (The rest of this post remains unchanged.)Thanks Charlie for Clarifiying!ICYMI - CBWire Poll about a CFCasts SeriesI'm in the planning stage of developing an ongoing video series for CBWIRE on https://cfcasts.com/. I have several ideas and would like to put it out to the community to vote what you'd like to see most. All series would feature 5-7 minute bit-sized videos posted regularly (probably weekly) until the series is finished.https://community.ortussolutions.com/t/poll-cbwire-cfcasts-com-series/9513 New Releases and UpdatesICYMI - CBSecurity - V 3.0.0 This module will enhance your ColdBox applications by providing out-of-the-box security.Now with a cool Security Visualizer too!!!Change Log is packed - https://www.forgebox.io/view/cbsecurity#changeLog https://www.forgebox.io/view/cbsecurityWebinar / Meetups and WorkshopsOrtus Event Calendar for Googlehttps://calendar.google.com/calendar/u/0?cid=Y181NjJhMWVmNjFjNGIxZTJlNmQ4OGVkNzg0NTcyOGQ1Njg5N2RkNGJiNjhjMTQwZjc3Mzc2ODk1MmIyOTQyMWVkQGdyb3VwLmNhbGVuZGFyLmdvb2dsZS5jb20 Ortus Fridays are back in Full Effect in 2023 ICYMI - Ortus Webinar - Jan 20th 2023 - CBWIRE Coding Session - Let's build an app with CBWIRE with Grant Copley - 11 AM CST https://cfcasts.com/series/ortus-webinars-2023/videos/cbwire-live-coding-session-with-grant-copley  Ortus Office Hours - Feb 3rd, 2023 - 11 AM CSTRegistrationhttps://us02web.zoom.us/meeting/register/tZYvcO-hrz8iHNS0C3o0aw2x3JMtmBrKwzfA  Software Craftsmanship Book Club - Feb 10th, 2023 - 2 PM CST (Patreon exclusive) CFCasts Content Updateshttps://www.cfcasts.comRecent Releases Ortus Webinar - January - CBWIRE Live Coding Session https://cfcasts.com/series/ortus-webinars-2023/videos/cbwire-live-coding-session-with-grant-copley  ITB 2022 - All videos released to subscribers - 30+!!!! 10 ish FREE 2023 ForgeBox Module of the Week Series - 1 new Video https://cfcasts.com/series/2023-forgebox-modules-of-the-week  2023 VS Code Hint tip and Trick of the Week Series - 1 new Video https://cfcasts.com/series/2023-vs-code-hint-tip-and-trick-of-the-week  Coming Soon Brad with more CommandBox Videos - 27!!! More ForgeBox and VS Code Podcast snippet videos CBWire Series from Grant - Fill out the Poll here https://community.ortussolutions.com/t/poll-cbwire-cfcasts-com-series/9513  ColdBox Elixir from Eric Getting Started with ContentBox from Daniel Box-ifying a 3rd Party Library from Gavin Conferences and TrainingICYMI - CF Summit Online All the webinars, all the speakers from Adobe ColdFusion Summit 2022 – brought right to your screen. All sessions will soon be streamed online, for your convenience. Stay tuned for more! ICYMI - OPPORTUNITIES FOR BLOCKCHAIN TECHNOLOGY AND NFTS IN THE REAL WORLDMasha Edelen and Nick JuntillaJanuary 24 | 14:00 - 15:00pm EST (1 hour)Understanding the value and practical use cases of Non-Fungible Tokens in modern business applications. Learn how to get started using the blockchain and building your Web 3 strategy.https://www.youtube.com/watch?v=YAoLDEe49mM Website for CF Summit Onlinehttps://cfsummit-online.meetus.adobeevents.com/ ICYMI - VUE.JS NATION CONFERENCEJanuary 25th & 26th 2023Full Videos online already - Watched it - Very cool stuff!https://vuejsnation.com/ VUEJS AMSTERDAM 20239-10 February 2023, Theater AmsterdamWorld's Most Special and Largest Vue Conferencehttps://vuejs.amsterdam/ VueJS Live MAY 12 & 15, 2023ONLINE + LONDON, UKCODE / CREATE / COMMUNICATE35 SPEAKERS, 10 WORKSHOPS10000+ JOINING ONLINE GLOBALLY300 LUCKIES MEETING IN LONDONhttps://vuejslive.com/ Dev NexusApril 4-6th, 2023 in AtlantaGeorgia World Congress Center285 Andrew Young International Blvd NWAtlanta, GA 30313https://devnexus.com/ No Ortus speakers this year but Charlie Arehart is speaking- Congratulations Charlie!Into the Box 2023 - 10th EditionMay 17-19, 2023 The conference will be held in The Woodlands (Houston), TexasThis year we will continue the tradition of training and offering a pre-conference hands-on training day on May 17th and our live Mariachi Band Party! However, we are back to our Spring schedule and beautiful weather in The Woodlands! Also, this 2023 will mark our 10 year anniversary. So we might have two live bands and much more!!!Still time - call for speakers for the Into The Box Conference for 2023 is open until Jan 31sthttps://www.intothebox.org/blog/into-the-box-2023-call-for-speakers https://itb2023.eventbrite.com/ CFCamp is backJune, 22-23rd 2023Marriott Hotel Munich Airport, FreisingCall for Speakers is now open!https://www.papercall.io/cfcamp2023https://www.cfcamp.org/More conferencesNeed more conferences, this site has a huge list of conferences for almost any language/community.https://confs.tech/https://github.com/scraly/developers-conferences-agenda Blogs, Tweets, and Videos of the Week1/31/23 - Blog - Ben Nadel - A Simple Slide Show Using Hotwire And Lucee CFMLNow that I have my ColdFusion and Hotwire playground up and running, I can start to explore the features of the Hotwire framework. And, one of the most attractive features is the ability to update a portion of the page using a full-page render. This works by scoping DOM (Document Object Model) changes to a given element. To see this in action, I wanted to create a simple slide show using Lucee CFML.https://www.bennadel.com/blog/4398-a-simple-slide-show-using-hotwire-and-lucee-cfml.htm Creation Order:  LiveView created for Phoenix's for the Elixir language LiveWire is Laravel for PHP HotWire is Ruby on Rails for Ruby CBWire is our LiveWire implementation for ColdBox for ColdFusion Check our January CBWire Webinar from Grant to see it in action HTMX is another option which has grown over time - mentioned by a few CFMLs like Greg Alexander 1/29/23 - Blog - Ben Nadel - OnRequestStart() / OnRequest() Methods Invoked Even If Requested Template Doesn't Exist In Lucee CFMLWhile setting up my ColdFusion and Hotwire Demos project, I stumbled upon an application behavior that is unique to Lucee CFML (as opposed to Adobe ColdFusion). Historically, with ColdFusion, attempting to request a .cfm file that doesn't exist would result in a "Missing Template" error; or, if defined, would trigger the onMissingTemplate() event handler. This was true regardless of the method defined in your Application.cfc framework component. In Lucee CFML, however, it seems that the onRequestStart() and onRequest() life-cycle method will be invoked even if the requested template doesn't exist. Which is awesome!https://www.bennadel.com/blog/4397-onrequeststart-onrequest-methods-invoked-even-if-requested-template-doesnt-exist-in-lucee-cfml.htm 1/29/23 - Blog - Ben Nadel - Setting Up My ColdFusion + Hotwire Demos PlaygroundA month ago, I started building a ColdFusion and Hotwire application as a learning experience. Only, once I finished the basic ColdFusion CRUD (Create, Read, Update, Delete) features, I didn't really know how to go about applying the Hotwire functionality. I realized that I bit off more than I could chew; and, I needed to go back and start learning some of the Hotwire basics before I could build an app using the "Hotwire way". As such, I've started a new ColdFusion and Hotwire Demos project, where I intended to explore stand-alone aspects of the Hotwire framework.https://www.bennadel.com/blog/4396-setting-up-my-coldfusion-hotwire-demos-playground.htm1/27/23 - Blog - Brad Wood - Improving Lucee's QoQ Support Again- now 200% fasterTwo years ago, I published this post detailing how I had refactored the Query of Query support in Lucee to be much better and also much faster:https://www.codersrevolution.com/blog/improving-lucees-query-of-query-support I removed the single-threaded HSQLDB callback for grouped/aggregate and distinct selects and tuned the performance.  QoQ's are a bit of a polarizing feature in CFML.  They've suffered in the past from poor support and poor performance which has caused a lot of people to avoid them.  There are certainly places where queryMap(), queryFilter(), and queryReduce() are the best approach, but there are also times where you simply can't beat the readability and conciseness of an ordered,  aggregated select.  I know developers who tell me they never use "reduce" higher order functions because they are too confusing, but I've never met a developer who didn't understand "GROUP BY department"! https://www.codersrevolution.com/blog/improving-lucees-qoq-support-again-now-200-faster 1/26/23 - Blog - Charlie Arehart - Be aware that ColdFusion 2018 end-of-life (and end of updates) is coming July 2023Are you still running ColdFusion 2018? Did you know that its end-of-life is July 13, 2023? That's the date that "core" support ends--meaning, no more updates from Adobe after that, not even security fixes.As for CF2021, it gets updates into 2025, and the currently running pre-release of CF2023 is a great sign for the continued vitality of CF. But this looming deadline for CF2018 is a reminder that as the years roll on, we not only get new versions but we must say good-bye to old ones.Wondering what you can do? or when CF2021 or CF2023 support will end also? And what's the difference between "core" and "extended" support Adobe sells? (The extended support plan does NOT provide updates beyond this coming July.) For more on these, including official Adobe documentation that discusses such things, as well as my thoughts on migration, costs, various options to consider, and more, do read on.https://www.carehart.org/blog/2023/1/26/coldfusion2018_end_of_life_july_2023 CFML JobsSeveral positions available on https://www.getcfmljobs.com/Listing over 48 ColdFusion positions from 29 companies across 23 locations in 5 Countries.2 new jobs listed this weekFull-Time - ColdFusion Developer at India - India Jan 30https://www.getcfmljobs.com/jobs/index.cfm/india/ColdFusion-Developer-at-India/11552 Contract - Adobe ColdFusion Administrator at Alhambra, CA - United States Jan 26https://www.getcfmljobs.com/jobs/index.cfm/united-states/CFAdminstrator-at-CA/11551 Other Job LinksThere is a jobs channel in the CFML slack team, and in the Box team slack now tooBrian Polackoff posted yesterday morning in the cfml-general channel that he is looking for 2-3 advanced CF programmers. Check it out.“Morning everyone; can anyone tell me where to find 2-3 advanced Adobe Coldfusion programmers? Salaries will be in the range of ~125k to 150k USD? I'm open to FT or Contract with FT hours? Preferably in the USA but am open to other areas.  Is there anyone on this list, a better list, or even a company that can provide match making services?” ForgeBox Module of the WeekWho.is IP Address lookup APIBy Pixl8 Interactive (Dominic Watson)Who.is IP Lookup API For CFML Application with Coldbox bindingsThis project provides CFML applications with a lightweight abstraction of the who.is IP lookup service https://ipwhois.io/A note on free vs paid-for account: you can use the API without an API key for "free" usage which includes 10,000 IP lookups per-month as of January 2023 - based on source IP and http referrer. Certain features are not available with the free tier and commercial usage is also not allowed. See the website for further details: https://ipwhois.io/.https://www.forgebox.io/view/cbwhois Lightweight means:No caching your application can and should take care of caching resultsNo error handling your application should handle any unexpected errors from the http call to the api. I'm lazy and this utility does the bare minimumVS Code Hint Tips and Tricks of the WeekSCSS EverywhereBy Gencer W. Genç CSS class name completion for the HTML'.class' and '#id' completion for HTML, Svelte, Latte, Slim, Liquid, TSX/JSX, Haml, Elixir, Smarty, PHP, ERB, Javascript, CSS and SCSS. Just declare class in your template or CSS/SCSS and see it in everywhere. (Both directions)Features Gives you autocompletion for CSS class definitions that can be found in your workspace (defined in CSS files or the in the file types listed in the Supported Language Modes section) Supports external stylesheets referenced through link elements in HTML files Command to manually re-cache the class definitions used in the autocompletion User Settings to override which folders and files should be considered or excluded from the caching process Incremental build. You do not need to re-cache everytime. Additional Slim, Haml, Smarty, Eex and Svelte template support Both-way SCSS support Separate class and id support Work in progress. Automatically parse all remote stylesheets from HTML, Svelte, Twig, Slim and ERB files. HTML, SCSS, SASS, CSS, Elixir, PHP, Vue, Slim, Haml, Latte and many more Awesome features FIND USAGES - find what files are using what css class - mind blown. Link to External Files Caching - pretty slick too. https://www.youtube.com/watch?v=sKrp2d1HUAMhttps://marketplace.visualstudio.com/items?itemName=gencer.html-slim-scss-css-class-completion Thank you to all of our Patreon SupportersThese individuals are personally supporting our open source initiatives to ensure the great toolings like CommandBox, ForgeBox, ColdBox,  ContentBox, TestBox and all the other boxes keep getting the continuous development they need, and funds the cloud infrastructure at our community relies on like ForgeBox for our Package Management with CommandBox. You can support us on Patreon here https://www.patreon.com/ortussolutionsDon't forget, we have Annual Memberships, pay for the year and save 10% - great for businesses. Bronze Packages and up, now get a ForgeBox Pro and CFCasts subscriptions as a perk for their Patreon Subscription. All Patreon supporters have a Profile badge on the Community Website All Patreon supporters have their own Private Forum access on the Community Website All Patreon supporters have their own Private Channel access BoxTeam Slack Live Stream Access to streams like “Koding with the Kiwi + Friends” and Ortus Software Craftsmanship Book Club https://community.ortussolutions.com/ Top Patreons ( NOBLE ) John Wilson - Synaptrix Tomorrows Guides Jordan Clark Gary Knight Mario Rodrigues Giancarlo Gomez David Belanger Dan Card Jeffry McGee - Sunstar Media Dean Maunder Nolan Erck  Abdul Raheen And many more PatreonsYou can see an up to date list of all sponsors on Ortus Solutions' Websitehttps://ortussolutions.com/about-us/sponsors Homework  Gavin Go check out the Community Forum Daniel See you all at the Ortus Office Hours Stay warm and dry everyone!!!Thanks everyone!!! ★ Support this podcast on Patreon ★

Electrek
Electrek does CES, Tesla deliveries, cheaper Model Y, and more

Electrek

Play Episode Listen Later Jan 6, 2023 72:34


This week on the Electrek Podcast, we discuss the most popular news in the world of sustainable transport and energy. This week, we discuss all the EV news coming out of CES, Tesla delivery numbers, a cheaper Tesla Model Y, and more. The show is live every Friday at 4 p.m. ET on Electrek's YouTube channel. As a reminder, we'll have an accompanying post, like this one, on the site with an embedded link to the live stream. Head to the YouTube channel to get your questions and comments in. After the show ends at around 5 p.m. ET, the video will be archived on YouTube and the audio on all your favorite podcast apps: Apple Podcasts Spotify Overcast Pocket Casts Castro RSS We now have a Patreon if you want to help us to avoid more ads and invest more in our content. We have some awesome gifts for our Patreons and more coming. Here are a few of the articles that we will discuss during the podcast: Ram Trucks reveals Ram Revolution Concept, its first electric pickup VW rebrands ID.Aero to ID.7 and shows off crazy lighted paint on new 700km EV sedan Lightyear 2 waitlist goes live, 500+ mile range solar EV priced below $40K for US customers Sony and Honda will sell their electric car, ‘AFEELA,' in 2026 Tesla announces record 405,000 vehicles delivered in Q4 2022 Tesla prepares launch of a cheaper Model Y electric SUV Tesla (TSLA) slashes prices in China, raising demand concerns Tesla (TSLA) turns positive after price drop as crowds flock to stores, but they are actually protesters Tesla finally breaks and offers round steering wheel on Model S/X Tesla starts offering $700 round wheel retrofit for people with yoke steering wheels Tesla announces a new ‘Investor Day', will discuss new vehicle platform Rivian ($RIVN) produced 10K vehicles in Q4, up 36% QoQ, slightly missing goal ChargePoint and Mercedes-Benz team up to bring hundreds of fast charging hubs to EV drivers Here's the live stream for today's episode starting at 4 p.m. ET (or the video after 5 p.m. ET): https://youtu.be/yR_8q4GCjnI

Electrek
Electrek does CES, Tesla deliveries, cheaper Model Y, and more

Electrek

Play Episode Listen Later Jan 6, 2023 72:34


This week on the Electrek Podcast, we discuss the most popular news in the world of sustainable transport and energy. This week, we discuss all the EV news coming out of CES, Tesla delivery numbers, a cheaper Tesla Model Y, and more. The show is live every Friday at 4 p.m. ET on Electrek's YouTube channel. As a reminder, we'll have an accompanying post, like this one, on the site with an embedded link to the live stream. Head to the YouTube channel to get your questions and comments in. After the show ends at around 5 p.m. ET, the video will be archived on YouTube and the audio on all your favorite podcast apps: Apple Podcasts Spotify Overcast Pocket Casts Castro RSS We now have a Patreon if you want to help us to avoid more ads and invest more in our content. We have some awesome gifts for our Patreons and more coming. Here are a few of the articles that we will discuss during the podcast: Ram Trucks reveals Ram Revolution Concept, its first electric pickup VW rebrands ID.Aero to ID.7 and shows off crazy lighted paint on new 700km EV sedan Lightyear 2 waitlist goes live, 500+ mile range solar EV priced below $40K for US customers Sony and Honda will sell their electric car, ‘AFEELA,' in 2026 Tesla announces record 405,000 vehicles delivered in Q4 2022 Tesla prepares launch of a cheaper Model Y electric SUV Tesla (TSLA) slashes prices in China, raising demand concerns Tesla (TSLA) turns positive after price drop as crowds flock to stores, but they are actually protesters Tesla finally breaks and offers round steering wheel on Model S/X Tesla starts offering $700 round wheel retrofit for people with yoke steering wheels Tesla announces a new ‘Investor Day', will discuss new vehicle platform Rivian ($RIVN) produced 10K vehicles in Q4, up 36% QoQ, slightly missing goal ChargePoint and Mercedes-Benz team up to bring hundreds of fast charging hubs to EV drivers Here's the live stream for today's episode starting at 4 p.m. ET (or the video after 5 p.m. ET): https://youtu.be/yR_8q4GCjnI

Quick Charge
Quick Charge Podcast: January 4, 2023

Quick Charge

Play Episode Listen Later Jan 4, 2023


Listen to a recap of the top stories of the day from Electrek. Quick Charge is available now on Apple Podcasts, Spotify, TuneIn and our RSS feed for Overcast and other podcast players. New episodes of Quick Charge are recorded Monday through Thursday and again on Saturday. Subscribe to our podcast in Apple Podcast or your favorite podcast player to guarantee new episodes are delivered as soon as they're available. Stories we discuss in this episode (with links): Exclusive: Tesla files paperwork to make electric motors for airplanes, boats, and more Tesla defends its impact on California as Musk alienates blue states Tesla Model Y and Mustang Mach-E left out of $7,500 credit for a dumb reason Rivian ($RIVN) produced 10K vehicles in Q4, up 36% QoQ, slightly missing goal GM bumps Chevy Bolt pricing, but the increase is lower than expected VW rebrands ID.Aero to ID.7 and shows off crazy lighted paint on new 700km EV sedan https://youtu.be/z_9p6btmk3g Subscribe to the Electrek Daily Channel on Youtube so you never miss a day of news Follow Mikey: Twitter @Mikey_Electric Listen & Subscribe: Apple Podcasts Spotify TuneIn Share your thoughts! Drop us a line at tips@electrek.co. You can also rate us in Apple Podcasts or recommend us in Overcast to help more people discover the show!

The How-to Entrepreneur
Still Working 9-5? From Social Media Manager to 9-Figure Exit w/ Adobe's Director of Product and Content Cal Founder Alex Packham

The How-to Entrepreneur

Play Episode Listen Later Aug 30, 2022 49:41


Content Cal Founder and Director of Product at Adobe. Alex started his journey as the founder of his own social and digital media buying agency nearly a decade ago. It was out of the his own content scheduling needs that Content Cal  (acquired by Adobe) was born. Alex shares his own success in raising millions during his Series A funding, scaling 400% QoQ and his strategy around the discipline needed to execute. This episode is exactly what you think its going to be... his personal how-to entrepreneur success story. Leave Some Feedback: Who should we have on the show next? Please let us know in the comments below Did you enjoy the episode? If so, please leave a short review. Connect with Us: TheHowtoEntrepreneur.com Instagram Twitter LinkedIn Today's Sponsors: JavaPresse Coffee Company - #1 Rated Coffee Grinder on Amazon (Free Grinder in Link) SANESolution - Harvard Medical endorsed body & mind health framework American Dream U -  Transitioning veteran professionals