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Showing posts with the label Free Cash Flow

Rivian Stock Drops – Reasons and Latest Developments

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  POINTS Rivian (RIVN) stock declined 4.7% after Cantor Fitzgerald downgraded its rating from "Buy" to "Neutral." Q4 2024 earnings were underwhelming , with 2025 delivery guidance (46,000-51,000 vehicles) falling short of expectations. Positives : Revenue, EPS, and EBITDA exceeded forecasts, and gross margin and free cash flow (FCF) turned positive for the first time. Volkswagen (VW) and Rivian’s $5.8 billion joint venture could drive long-term growth. U.S. government’s interest in electric armored vehicles could present future contract opportunities for Rivian. The stock is down 2.4% YTD and is trading 28.6% below its 52-week high. Details Why Did Rivian (NASDAQ: RIVN) Stock Drop? source : yahoo finance (RIVN) Disappointing Q4 2024 earnings and weaker 2025 outlook 2025 delivery forecast (46,000-51,000 vehicles) fell short of analyst expectations. Decline in electric delivery van (EDV) shipments raised concerns. Possible elimination of the $7,500 EV tax credit co...

dLocal Down 81% – A Buying Opportunity?

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  POINTS dLocal (DLO) is a global fintech company enabling e-commerce payments in emerging markets. Despite an 81% decline from its all-time high, revenue has grown 600% since its IPO. Total Payment Volume (TPV) increased by 41% in 2024, with revenue up 13%. Currently valued at 27 times free cash flow (FCF), suggesting potential undervaluation. Key clients include Amazon, Spotify, Uber, and Netflix. Details source : pixabay(payment) dLocal (NASDAQ: DLO) Overview Business Model Operates in emerging markets (Latin America, Africa, and Asia), offering 900+ payment options to over 2 billion consumers . Facilitates payments for global enterprises without requiring international credit cards. Before dLocal, customers without international credit cards faced challenges making purchases , but dLocal enables local payment processing. Major Clients Amazon, Spotify, Uber, Shopify, Netflix , and other global companies. Revenue and Financial Growth 600% revenue growth since IPO in 2021. Total...

Devon Energy: Record Production and Shareholder Returns Drive Strong Growth in 2025

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  POINT Devon Energy (NYSE: DVN) achieved record oil production in Q4 and full-year 2024. Generated $3 billion in free cash flow (FCF), returning $2 billion to shareholders through dividends and share buybacks. Poised for continued production growth and strong cash flow generation in 2025 , ensuring sustained value for investors. DETAILS: A Record Year  source : Motley Fool News Devon Energy reached a new milestone in Q4 2024, producing 398,000 barrels of oil per day , exceeding its guidance by 3%. Including natural gas and natural gas liquids (NGLs), its total output averaged 848,000 barrels of oil equivalent (BOE) per day , a 16% increase compared to the previous quarter. A major contributor to this growth was the Grayson Mill Energy acquisition , completed in September 2023. This acquisition added 117,000 BOE per day , strengthening Devon’s production base. In particular, Eagle Ford production surged 23% to 92,000 BOE/d , demonstrating the strength of the company’s legac...