White Falcon: Q4 2025 Portfolio Positions

White Falcon's top 5 positions for the White Falcon portfolio are precious metal royalty companies, AMD, NFI Group, EPAM, and Nu Holdings. Nu is likely to keep growing earnings at 30+% for many years to come and its stock price will likely follow. NFI currently trades at 11x this year's earnings and we think it can re-rate to 15-20x within the next two years.

Seeking Alpha • Jan 27, 2026

Huntsman to Discuss Fourth Quarter 2025 Results on February 18, 2026

THE WOODLANDS, Texas, Jan. 7, 2026 /PRNewswire/ -- Huntsman Corporation (NYSE: HUN) will hold a conference call on Wednesday, February 18, 2026, at 10:00 a.m. ET to discuss its fourth quarter 2025 financial results.

PRNewsWire • Jan 7, 2026

Huntsman Corporation Appoints Amy Smedley as Executive Vice President, General Counsel & Secretary

THE WOODLANDS, Texas, Dec. 29, 2025 /PRNewswire/ -- Huntsman Corporation (NYSE: HUN) announced that Amy Smedley has joined the company as Executive Vice President, General Counsel & Secretary effective Jan. 5, 2026. Ms. Smedley will succeed Huntsman's current General Counsel, David Stryker, who is retiring.

PRNewsWire • Dec 29, 2025

Huntsman Stock Is Down 45% This Past Year, but One Fund Is Doubling Down With a $10 Million Bet

California-based First Wilshire Securities Management added 431,403 shares of Huntsman in the third quarter. The overall holding value increased by $2.87 million from the previous period.

The Motley Fool • Dec 24, 2025

Huntsman Updates Outlook for Q4 2025 Amid Unplanned Outages

HUN flags a $10M EBITDA hit from a Rotterdam outage, pushing Q4 guidance to the low end.

Zacks Investment Research • Dec 2, 2025

Huntsman Updates Fourth Quarter 2025 Outlook

THE WOODLANDS, Texas , Dec. 1, 2025 /PRNewswire/ -- Huntsman Corporation (NYSE: HUN) is currently experiencing an unplanned outage at its Polyurethanes facility located in Rotterdam, Netherlands which will likely have a negative impact on fourth quarter 2025 adjusted EBITDA of approximately $10 million.  The larger of the two MDI lines at the facility is impacted and is expected to resume production by mid-December.

PRNewsWire • Dec 1, 2025

HUN's Earnings and Sales Beat Estimates in Q3 Amid Pricing Pressure

HUN posts narrower Q3 loss and beats estimates despite pricing pressure, with strong cash flow and a reset dividend strategy.

Zacks Investment Research • Nov 11, 2025

Huntsman Corporation (HUN) Q3 2025 Earnings Call Transcript

Huntsman Corporation ( HUN ) Q3 2025 Earnings Call November 7, 2025 10:00 AM EST Company Participants Ivan Marcuse - Vice President of Investor Relations & Corporate Development Peter Huntsman - Chairman, President & CEO Philip Lister - Executive VP & CFO Conference Call Participants Michael Harrison - Seaport Research Partners Patrick Cunningham - Citigroup Inc., Research Division John Ezekiel Roberts - Mizuho Securities USA LLC, Research Division Aleksey Yefremov - KeyBanc Capital Markets Inc., Research Division Vincent Andrews - Morgan Stanley, Research Division Joshua Spector - UBS Investment Bank, Research Division Michael Sison - Wells Fargo Securities, LLC, Research Division Jeffrey Zekauskas - JPMorgan Chase & Co, Research Division Kevin McCarthy - Vertical Research Partners, LLC Hassan Ahmed - Alembic Global Advisors Salvator Tiano - BofA Securities, Research Division David Begleiter - Deutsche Bank AG, Research Division Arun Viswanathan - RBC Capital Markets, Research Division Matthew Blair - Tudor, Pickering, Holt & Co. Securities, LLC, Research Division Laurence Alexander - Jefferies LLC, Research Division Frank Mitsch - Fermium Research, LLC Presentation Operator Greetings and welcome to Huntsman's Third Quarter 2025 Earnings Conference Call. [Operator Instructions] As a reminder, this conference is being recorded.

Seeking Alpha • Nov 7, 2025

Huntsman Announces Third Quarter 2025 Earnings

Third Quarter Highlights Third quarter 2025 net loss attributable to Huntsman of $25 million compared to a net loss of $33 million in the prior year period; third quarter 2025 diluted loss per share of $0.14 compared to diluted loss per share $0.19 in the prior year period. Third quarter 2025 adjusted net loss attributable to Huntsman of $5 million compared to adjusted net income of $17 million in the prior year period; third quarter 2025 adjusted diluted loss per share of $0.03 compared to adjusted diluted income per share of $0.10 in the prior year period.

PRNewsWire • Nov 6, 2025

Huntsman Announces Fourth Quarter 2025 Common Dividend

THE WOODLANDS, Texas , Nov. 6, 2025 /PRNewswire/ -- Huntsman Corporation (NYSE: HUN) announced today that its Board of Directors has declared a $0.0875 per share cash dividend on its common stock. The dividend is payable on December 31, 2025, to stockholders of record as of December 15, 2025.

PRNewsWire • Nov 6, 2025