Why Ford's Made-in-America Strategy Hurts It in Trump's Trade War
Ford Motor F 1.84%increase; green up pointing triangle, the second-largest American carmaker, prides itself on making most of its vehicles in the U.S. Some 80% of the cars Ford sells in the U.S. are built there, and it makes more vehicles in the U.S. than any other automaker.
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Sibanye Stillwater Limited (SBSW): A Bull Case Theory
We came across a bullish thesis on Sibanye Stillwater Limited on by walter99. In this article, we will summarize the bulls' thesis on SBSW. Sibanye Stillwater Limited's share was trading at $9.24 as of July 25th. SBSW's trailing and forward P/E were 4.67 and 10.94, respectively according to Yahoo Finance. A mine entrance, showcasing the precious metals and minerals that this company produces. Sibanye-Stillwater (SBSW), a major producer of platinum group metals (PGMs)—platinum, palladium, and rhodium—offers a leveraged play on a sector where years of underinvestment and misjudged demand forecasts have created the setup for an extended upcycle. PGMs are essential for automotive catalysts and jewelry, with catalytic converters alone accounting for 43% of platinum and 84% of palladium demand. Market pessimism has been fueled by overestimates of battery electric vehicle (BEV) penetration, but BEV sales growth in the U.S. and Europe flatlined in 2024, suggesting that internal combustion engine and hybrid vehicle demand—and thus PGM demand—will remain resilient. Supply is structurally constrained: South African PGM miners underspent by ~$18 billion over the last decade, 40% of global supply operates at or below cash costs, and production is forecast to decline through 2029. With long lead times for new supply, a persistent deficit projected by the World Platinum Investment Council, and palladium in deficit until at least 2028, any uptick in demand can drive a sharp price response. Recycling, a secondary supply source, remains depressed post-COVID, adding to market tightness. SBSW's profits, crushed by low PGM prices in 2024, have substantial torque to higher prices, as shown in 2020–2021 when the stock hit $20 on elevated metal prices. Today, at $7, platinum's rebound to $1,250 suggests early signs of a cyclical turn. Risks include economic weakness, faster BEV adoption, and rising recycling supply, but with constrained production, a decade of underinvestment, and platinum already rallying, SBSW presents asymmetric upside if PGM prices sustain an upcycle. Previously, we covered a on Sibanye Stillwater Limited (SBSW) by Hugo Navarro in February 2025, highlighting its diversified asset base in PGMs, gold, lithium, and recycling, with growth levers despite weak PGM prices. The stock has appreciated by about 130% as PGM prices rebounded. The thesis still stands, and Walter99 shares a similar view but emphasizes SBSW's leverage to a sustained PGM upcycle. Sibanye Stillwater Limited is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 20 hedge fund portfolios held SBSW at the end of the first quarter which was 18 in the previous quarter. While we acknowledge the potential of SBSW as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
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Praxis' Epilepsy Treatment Shows Promise With Decreased Seizures
Praxis Precision Medicines, Inc. (NASDAQ:PRAX) stock experienced a volatile trading session on Monday, after the company announced positive topline results from its Phase 2 RADIANT study evaluating vormatrigine in patients with focal onset seizures and generalized epilepsy. The stock initially surged on the news, but then reversed course and is currently trading down approximately 9%. The central nervous system (CNS) disorders-focused company said the topline results from the Phase 2 RADIANT study included data from 37 patients.'These findings build on our earlier clinical data showing a differentiated profile for vormatrigine as a fast-acting, no-titration, once-daily oral drug with no requirement to be taken with food, and a favorable DDI profile, all of which are unseen in ASMs currently in the market or in development,' said Marcio Souza, president and CEO of Praxis. In an investor presentation on the company website, Praxis noted that the trial showed a median seizure reduction of around 56.3%, with 60% of the patients achieving at least a 50% reduction in seizures. This positive outcome has encouraged the company to move forward with a Phase 2/3 trial, even though 23% of patients discontinued the study. 54% of patients achieved at least a 50% seizure reduction threshold in Week 1 and 67% in Week 8. In the last month of the dataset, 22% of the patients experienced a 100% reduction in seizure frequency. The company added that most adverse events were mild to moderate and transient. All severe and serious adverse events (AEs) were recovered and resolved. The investor presentation noted that the investigators had the option to reduce the dose of the background medication to manage AEs; when done (6 patients), no discontinuation was observed. The company said it is on track to complete the pivotal, 12-week POWER1 study in the fourth quarter of 2025 and, based on the results from RADIANT, it expects to initiate the POWER2 study shortly. On Monday, the company reported cash and investments of approximately $447 million and maintains a cash runway into 2028. In July, the U.S. Food and Drug Administration (FDA) granted Breakthrough Therapy Designation for Praxis Precision's relutrigine, a sodium channel functional state modulator for pediatric use for SCN2A and SCN8A developmental and epileptic encephalopathies (DEEs). The EMBOLD cohort 2 pivotal trial is on track for topline results in the first half of 2026, with NDA filing to follow. Praxis has recently initiated the EMERALD study investigating relutrigine broadly in DEEs. Price Action: PRAX stock is trading lower by 9.51% to $48.95 at last check Monday. Read Next:Photo via Shutterstock Up Next: Transform your trading with Benzinga Edge's one-of-a-kind market trade ideas and tools. Click now to access unique insights that can set you ahead in today's competitive market. Get the latest stock analysis from Benzinga? This article Praxis' Epilepsy Treatment Shows Promise With Decreased Seizures originally appeared on © 2025 Benzinga does not provide investment advice. All rights reserved.
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Why Berkshire Hathaway may face 'pressure' to pay cash dividend
Berkshire Hathaway (BRK-B, BRK-A) faces fresh scrutiny as Greg Abel prepares to take the reins from CEO Warren Buffett next year. Cathy Seifert, CFRA Research vice president of equity research, joins Opening Bid to discuss why investors may start pushing for a cash dividend and more clarity on leadership. To watch more expert insights and analysis on the latest market action, check out more Opening Bid. And Kathy, um, you know, we're of course approaching Greg Abel taking over at the beginning of next year. Um, will investors sort of give less of a pass to this company without Warren Buffett directly at the helm? I think that's a really good question and one of the things I think that investors are probably focused on and probably need to think about is that my sense is there may be pressure once Greg takes over for Berkshire to pay a cash dividend. They're one of the few components in the S&P 500, particularly given their size and their financial strength to not pay a cash dividend. And I think that's one thing investors may want to focus on in a new management um era at Berkshire. And I think the other thing investors are also focused on is that and and why the stock has underperformed, is that you have arguably one of the world's greatest investors stepping down from the helm of a very large conglomerate. The person um taking over has a very solid industrial background, but does not have a professional money management background. And we really haven't heard a lot of detail about some of the kind of um, I guess second tier management um strength at Berkshire. It's there. I think they would do investors and themselves a favor to highlight it, but we really haven't heard a lot of that. So there's, you know, there's a transition period in the broader economy that impacts Berkshire. There's also a transition at Berkshire that's impacting them and you know, more information is better than less. And unfortunately, we haven't heard a lot of details about the transition. Related Videos Musk's $29B award, Figma nosedives, OpenAI nears 700M users Elon Musk's $29B award may raise board independence concerns Wilbur Ross–backed BPGC taking iRocket public via $400M SPAC Tesla needs Elon Musk: Why investors awarded Musk $29B in stock Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
