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13.08.26 - 15:30
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"BlackDiamonds Are Forever": How To Profit From The China-Driven Germanium Squeeze (ZeroHedge)
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"BlackDiamonds Are Forever": How To Profit From The China-Driven Germanium Squeeze
Piper Sandler initiated coverage of LightPath Technologies with an "Overweight" rating and a 12-month price target of $15, citing the defense supplier's proprietary BlackDiamond infrared glass, which completely "circumvents" the need for Germanium amid "significant cost increases and scarcity stemming from recent Chinese export controls."
Clarke Jeffries, vice president and senior equity research analyst at Piper Sandler, specializes in industrial software and defense technology. In a note titled "BlackDiamonds Are Forever," Jeffries outlined the core value proposition underpinning LightPath's investment thesis:
Central to LightPath's value proposition is the exclusive license to BlackDiamond, a synthetic glass that circumvents significant cost increases & scarcity from recent Chinese export controls on germanium.
With an exclusive license, and now competing a...
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29.06.26 - 14:33
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LightPath Technologies Joins Russell 3000® Index (PR Newswire)
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Inclusion Reflects LightPath's Significant Growth and Expanding Role in Defense and Commercial Optics ORLANDO, Fla., June 29, 2026 /PRNewswire/ -- LightPath Technologies, Inc. (NASDAQ: LPTH) ("LightPath," the "Company," or "we"), a leading provider of next-generation optics and imaging......
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01.06.26 - 14:03
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Optimum Launches Effort to Drive a Consensual Repositioning of its Capital Structure (Business Wire)
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Optimum forms new unrestricted subsidiary to hold the Optimum East Cable business and Optimum's 50.01% stake in Lightpath, and implements internal reorganization to make the new holdco group financially and operationally independent from its parent, CSC Holdings
New unrestricted holdco raises $500 million of capital by privately placing $300 million of preferred units with leading third-party institutional investors and exchanging $200 million of preferred units for Optimum common stock held by Optimum's controlling stockholder, Next Alt S.à r.l., at $2.50 per share
New unrestricted holdco concurrently commences cash tender offer for up to $300 million of Optimum common stock held by its public stockholders at $2.50 per share
Optimum announces strategic priorities and new long-range plan
LONG ISLAND CITY, N.Y.--(BUSINESS WIRE)--Optimum Communications, Inc. (NYSE: OPTU) (“Optimum” and, together with its subsidiaries, the “Company”) today announced a series of transactions designed to protect and...
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