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Kosmos Energy Ltd. 2026 Q2 – Results – Earnings Call Presentation
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With a background as a RN, I analyze healthcare-related stocks by evaluating clinical data, treatment guidelines, and market dynamics. After completing my MBA, I expanded into tech. My writing is influenced by books such as “Superforecasting” and “Fooled by Randomness.”
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
This article is intended to provide informational content and should not be viewed as an exhaustive analysis of the featured company. It should not be interpreted as personalized investment advice with regard to “Buy/Sell/Hold/Short/Long” recommendations. Financial models presented here, including DCF, rNPV, and scenario analyses, are illustrative tools based on the author’s assumptions and are highly sensitive to inputs; small changes can materially alter outputs. The predictions and opinions presented reflect a probabilistic approach, not absolute certainty. Efforts have been made to ensure accuracy, but inadvertent errors may occur. Readers are advised to independently verify information and conduct their own research. Investing in stocks involves inherent volatility and risk. Before making any investment decisions, it is crucial for readers to conduct thorough research and assess their financial circumstances. The author is not liable for any financial losses incurred as a result of using or relying on the content of this article.
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Sebi extends PaRRVA enrollment deadline to Sep 3 for investment advisers, research analysts
The earlier deadline for enrolment was August 3, 2026.
The extension follows representations from industry participants and PaRRVA seeking more time for enrolment, the Securities and Exchange Board of India (Sebi) said in a circular.
“After due consideration, Sebi has decided to extend the timeline until September 03, 2026, with the objective of facilitating a smooth and seamless implementation of the framework,” the regulator said.
PaRRVA became operational on May 4 this year.
Under Sebi’s framework, investment advisers (IAs) and research analysts (RAs) wishing to communicate certified past performance data to existing or prospective clients are required to enrol with PaRRVA.
In October 2025, Sebi had stipulated that IAs and RAs seeking to communicate such performance data must enrol with PaRRVA within three months of its operationalisation.Those failing to enrol within the prescribed period would not be permitted to communicate certified past performance data to clients.
Subsequently, in April, the regulator set August 3 as the deadline for enrolment following the operationalisation of PaRRVA from May 4.
The latest circular has now extended this deadline to September 3.
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Michigan health authorities on Monday reported the first two deaths from the ongoing cyclospora outbreak.
The Michigan Health Department said that both individuals had “significant underlying health conditions” that may have been affected by cyclosporiasis and dehydration, citing medical records. Michigan health officials said that cyclosporiasis is generally not considered life threatening, and it is unusual for fatalities to occur in the U.S.
Michigan has reported 11,234 cases and 193 hospitalizations tied to the outbreak.
Based on reported cases, the state seems to be the hardest hit by the outbreak, and its number of reported cases has outpaced those reported by the Centers for Disease Control and Prevention.
The CDC has received more than 6,700 laboratory-confirmed cases since May 1, according to the agency. That count does not include cases that have not been confirmed by a laboratory, which includes many reported by Michigan and Ohio, among other states. The CDC has been updating its case count on a weekly basis, while Michigan has been reporting every weekday.
In mid-July, Taylor Farms recalled iceberg lettuce from central Mexico that was believed to be the source of the outbreak. The recall included bagged salads sold in grocery stores and served in restaurants, including Yum Brands’ Taco Bell.
Cyclospora, a waterborne parasite, is often found on fresh produce, like iceberg lettuce, herbs and raspberries. Outbreaks are more common during the summer, although the ongoing outbreak is the worst in recent history.
The Food and Drug Administration is also investigating at least one more outbreak of cyclosporiasis.
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Walmart shoppers in 19 states are being urged to check their pantries after a Walmart-exclusive pistachio nut butter was recalled over potential Salmonella contamination.
New York-based Botticelli Foods voluntarily recalled one lot of Bettergoods Pistachio Nut Butter after routine testing “identified the presence of Salmonella,” the U.S. Food and Drug Administration (FDA) announced Monday.
The product, manufactured in Italy by Gustibus Alimentari S.r.l., was sold exclusively at Walmart and distributed to stores in 19 states, officials said.
MILLIONS OF PRESCRIPTION EYE DROPS RECALLED NATIONWIDE OVER CONTAMINATION CONCERNS
Walmart Bettergoods Pistachio Nut Butter recall affects products sold in 19 states after Salmonella was found during routine inspection, the FDA said. (U.S. Food and Drug Administration / Fox News)
The affected lot was distributed to Walmart stores in Alabama, Alaska, Arizona, Colorado, Florida, Georgia, Idaho, Kansas, Mississippi, Missouri, Montana, Nebraska, Nevada, New Mexico, Oregon, South Dakota, Tennessee, Washington and Wyoming.
The safety alert applies only to lot LB028ACP04, according to the FDA.
The affected item comes in 6.7-ounce glass jars with an expiration date of Jan. 28, 2027, and a Universal Product Code (UPC) of 194346207961.
| Ticker | Security | Last | Change | Change % |
|---|---|---|---|---|
| WMT | WALMART INC. | 110.70 | -0.50 | -0.45% |
Federal regulators said Walmart was notified of the potential contamination on July 17, 2026, after Salmonella was detected in three jars during a routine inventory inspection conducted by the Florida Department of Agriculture and Consumer Services (FDACS) at a Walmart store.
No illnesses have been reported in connection with the recalled product.
MORE THAN 120K REFRIGERATORS RECALLED AFTER 34 FIRES AND ONE REPORTED DEATH
A worker stocks a shelf in a grocery aisle at a Walmart store in Columbus, Ohio, US, on Friday, Nov. 28, 2025. (Brian Kaiser/Bloomberg via Getty Images / Getty Images)
Customers who purchased the affected nut butter should stop consuming it immediately and return it to a Walmart store for a full refund, officials said.
According to the recall notice, consuming food contaminated with Salmonella can cause serious and sometimes fatal infections, particularly in young children, older adults, frail individuals, people with weakened immune systems, and other vulnerable populations.
Symptoms of infection may include fever, diarrhea, nausea, vomiting and abdominal pain. In rare cases, the bacteria can enter the bloodstream and cause more severe illnesses, including arterial infections, endocarditis and arthritis.
The exterior of a Walmart store in East Meadow, New York, on Sept. 16, 2025. (Howard Schnapp /Newsday RM via Getty Images / Getty Images)
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Consumers seeking more information about the recall can contact Botticelli Foods at quality@botticellifoods.com or 631-543-7000, ext. 203, Monday through Friday from 9 a.m. to 5 p.m. EDT.
Botticelli Foods did not immediately respond to a request for comment from FOX Business.
Trump blasts Exxon, Chevron for making ’too much money,’ demands lower gasoline prices
Denmark targets August 21 for second Security Council UN chief poll
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An Atlanta-area amusement park that was the home of the largest zero-G stall roller coaster in the country closed for the last time on Sunday.
Fun Spot America Atlanta’s location in Fayetteville had its final day of operation on August 2, after the amusement park had been in operation for 36 years.
It opened as Dixieland Fun Park in 1990 under different ownership, and it was later renamed Fun Junction USA before it was acquired by Fun Spot in 2017. The company’s plan to close the park was announced in late June.
The park was known for the ArieForce One, which claimed the title of being the largest zero-G stall ride in the country.
ATLANTA-AREA AMUSEMENT PARK WITH LARGEST ZERO-G STALL ROLLER COASTER IN AMERICA TO CLOSE
Fun Spot America’s theme parks in Kissimmee and Orlando, Florida, will remain open. (Ricardo Ramirez Buxeda/Orlando Sentinel/Tribune News Service via Getty Images)
The ArieForce One features a 146-foot first drop at an 83-degree angle, with the ride reaching a top speed of 64 mph, according to Fun Spot America. It has a height requirement of 48 inches and lasts about 100 seconds.
It reaches a maximum vertical G of 3.75, with a minimum vertical G of minus 1 and a max lateral G of plus or minus 1.25 G.
Fun Spot America Theme Parks owner and CEO John Arie, Jr., told USA Today that the Fayetteville location struggled to rebound in the wake of the COVID-19 pandemic despite the opening of the new ride, which was named in honor of his father.
DISNEYLAND VISITORS FACE GROWING WAVE OF RIDE CLOSURES, SHOW SHUTDOWNS HEADING INTO SUMMER 2026
John Arie Jr., owner and CEO of Fun Spot America, said the company hopes to find a buyer for its famous roller coaster. (Dewayne Bevil/Orlando Sentinel/Tribune News Service via Getty Images)
Arie said in the interview that the roller coaster is too large to fit at either of the company’s Florida theme parks, so they will look to find a buyer for the ride.
He told the outlet he was thankful for the employees, who the company is helping with resumes, recommendations and potential job opportunities at the company’s locations in Central Florida, adding that he hopes the park’s patrons will visit Fun Spot’s other theme parks.
“From my family to yours, we thank everybody that’s come to this Fayetteville location, and we hope that we’ve earned your business to visit us in Florida if you ever come down to Central Florida, and we’ll always do our best to have your family have the best experience on our properties,” Arie told USA Today.
SIX FLAGS TO SELL 7 AMUSEMENT PARKS IN DEAL WORTH MORE THAN $330M
Fun Spot America said it will honor season passes and gift cards at its other theme parks in Florida. (Hans Gutknecht/MediaNews Group/Los Angeles Daily News via Getty Images)
Fun Spot America opened its first theme park in 1979 with its Orlando location. It also operates an amusement park in Kissimmee, Florida.
The company’s Orlando and Kissimmee locations will remain open, and will honor season passes and gift cards.
Operator
Good day, and welcome to the Douglas Dynamics Second Quarter 2026 Earnings Conference Call. [Operator Instructions] Please note this event is being recorded. I would now like to turn the conference over to Nathan Elwell, Vice President of Investor Relations. Please go ahead.
Nathan Elwell
Vice President of Investor Relations
Thank you. Welcome, everyone, and thank you for joining us on today’s call. Before we begin, I would like to remind you that some of the comments that will be made during this conference call, including answers to your questions, will constitute forward-looking statements. These forward-looking statements are subject to risks that could cause actual results to be materially different. Those risks include, among others, matters that we have described in today’s press release and in our filings with the SEC. Please note the quarterly fact sheet can be found on our IR website.
Joining me on the call today is Mark Van Genderen, President and CEO; and Sarah Lauber, Executive Vice President and CFO. Mark will provide an overview of our performance, followed by Sarah reviewing our financial results and guidance. After that, we’ll open the call for questions.
With that, I’ll hand the call over to Mark. Please go ahead.
Mark Van Genderen
President, CEO & Director
Thanks, Nathan, and welcome to our call, everyone. We’re pleased to report that both segments performed well in Q2, resulting in a record quarter for the
Businessman working in the office
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The surge in IPOs and valuations for private tech companies is creating a secondary boom in donations of shares to donor-advised funds, or DAFs, according to a new study.
Three quarters of the gifts to DAFgiving360 over the past 12 months were noncash assets, according to the donor-advised fund, which is affiliated with Charles Schwab. Noncash assets include everything from shares in public and private companies to real estate, art and collectibles, crypto and other holdings.
Julie Sunwoo, president of DAFgiving360, said gifts of private company stock have been especially strong, as artificial intelligence giants like Anthropic and OpenAI skyrocket in value and more companies stay private for longer.
“This year we had more inquiries about private-business interests and pre-IPO shares than ever before in any other year,” Sunwoo said.
DAFs have special appeal for tech workers and holders of private shares. The funds allow donors to make a charitable gift, take an immediate tax deduction, and decide later where and when to give the shares to a specific charity. Donors who own shares of a private or public company that have gained value can gift the shares to the DAF without paying a capital gains tax on their sale.
DAFs are also attractive to tech workers who tend to be younger, since they can make the donations now and wait until their later years to decide on the individual grant recipients.
Large DAFs, like those affiliated with Schwab, Fidelity and Vanguard, also have expertise valuing private shares and other assets. They have large market-making operations and relationships with private companies that make it easier for them to sell the private shares.
Sunwoo said generally, DAFs seek to sell noncash assets given to the fund within six months.
“We have the infrastructure and the expertise to help people liquidate those assets in time and redeploy them to charity,” Sunwoo said. “It is often an individual plan with the [private] company that we are working with to figure out the best time frame and the best solution.”
The SpaceX initial public offering earlier this year — and potential IPOs of Anthropic and OpenAI — could unlock even more value. Many employees of tech firms have large gains in their employee stock. Some private companies restrict or ban the donation of their private shares to charities or trusts. With public stock, many employees can now donate the stock to a DAF without paying the capital gains tax.
The deduction on the gift can also be used to offset capital gains taxes owed on shares they may sell.
“We help take in appreciated assets, help people liquidate them, and help people get that money then out to charities,” Sunwoo said. “The IPO activity that we’ve seen is creating wealth moments for people often in their peak earning years, so they’re looking for ways to make an impact with the money that they suddenly come upon.”
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