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Stock impact report

Emeth Value Capital H2 2025 Letter [Seeking Alpha]

UGI Corporation (UGI) 
Last ugi corporation earnings: 2/5 04:18 pm Check Earnings Report
Company Research Source: Seeking Alpha
Emeth Value Capital observes that market share fluidity and the lack of asset-heavy barriers often characterize the firm's worst-performing historical investments. Superior Plus Corp delivers approximately one billion gallons of propane annually, operating as the largest and most profitable propane distributor in North America. The "Superior Delivers" transformation program targets a $70 million EBITDA increase by 2027 through overhauling routing technology and customer-specific marginal cost calculations. Emeth Value Capital identifies SoftwareOne as a clear AI beneficiary, acting as a critical partner helping enterprises navigate adoption with major hyperscalers. Shutthiphong Chandaeng/iStock via Getty Images Foreword I intend to share the updated results at the outset of each letter. It is worth reiterating that I ascribe little significance to short term results. I look out many years when making investments for the partnership and believe our results are best weighed Show less Read more
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