Glenn Hopper

💡 In light of today's landmark U.S. Supreme Court decision in Learning Resources, Inc. v. Trump, which struck down broad use of IEEPA for tariffs and shifts focus to targeted tools like Sections 232 and 301, Murphree Investment Group is offering a FREE copy of our latest institutional-grade white paper: "U.S. Tariff Authorities: Section 232 & Section 301 | 2026 Edition." This 16 page analysis dives deep into the legislative history, procedural mechanics, historical applications, and current status of these pivotal trade statutes. 🗝️ Key insights include: •Since 2018, §232 and §301 tariffs have covered over $500 billion in annual U.S. imports. •As of early 2026, the administration has launched ~17 new §232 investigations and expanded §301 enforcement against China. With tariffs reshaping global supply chains and driving billions in economic shifts, this is essential reading. If you find this valuable, consider subscribing to Murphree Insights for ongoing expert analysis on economic trends, trade policy, and investment analysis. Link to Murphree Insights 👇 https://lnkd.in/gsU5tvdS #TradePolicy #Tariffs #SCOTUS #Section232 #Section301 #Economics #Trump

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ABS has turned producing reserves into bond-like instruments. The problem for sponsors? The bondholders get paid first. Every month the waterfall clears trustee fees, taxes, LOE, hedges, interest, principal, and reserves before equity sees a dime. Which means one truth: hedges cap upside, production tests cap volume, and the only lever left is cost. Take a live example: Base OPEX = $1.40/Mcfe → DSCR 1.10x → 100% cash sweep → zero residual. Cut OPEX 10% = $1.26/Mcfe → DSCR 1.18x → sweep falls to 50% → sponsor pockets $190k/month while still paying down debt. What looks like a small cost save is actually a release valve in the indenture—shifting dollars from turbo-amortization to equity distributions. And that matters, because oil and gas companies aren’t in the business of structuring ABS for sport. They’re in it to turn that freed-up cash into a competitive edge: building scale as the dominant PDP aggregator and, just as importantly, making real money while doing it. And this requires a different playbook—one closer to Toyota than to traditional field ops. Overlay your cost base with systematic market intelligence: track vendor pricing shifts in real time, time lock-ins to your scale, negotiate concessions from a position of data, not anecdotes. Do that, and you don’t just “run lean.” You manufacture DSCR headroom, ratchet down sweeps, and transform stranded cash into repeatable equity distributions. This is the only lever that matters for sponsors under ABS—and in the next installment, we’ll show how to institutionalize it.

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We continue to execute Strategy 27 at full speed with the signing of the agreement for the acquisition of ATS, a leading US provider of specialized Testing, Inspection, Calibration, and Forensics solutions. The transaction is subject to customary closing conditions and is expected to close by late 2025 / early 2026. ATS is expected to bring USD 460 million of sales and USD 95 million of EBITDA before synergies in 2026. This acquisition strengthens our position in North America and marks a significant milestone toward our objective to double sales in the region by 2027. A great step forward in delivering sustainable growth and creating lasting value for our shareholders. http://bit.ly/3TTFWk9 #WeAreSGS #WhenYouNeedToBeSure #AcceleratingGrowthBuildingTrust

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Wealth professionals looking to introduce private market investments into client portfolios are finding that client education is essential. Managing Director James Martin shares a key insight from our Global Private Wealth Survey that highlights how stronger education equips clients to confidently embrace private markets.

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Excellent dive into the application of AI in the real world of dirty data, imperfect process and human behaviour by Robert Mcleod

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From Budget to Blueprint A budget isn’t a spreadsheet - it’s a roadmap. Our CFO and FP&A teams work with founders, operators, and investors to align cash flow, hiring, and growth targets into a single, actionable plan. That alignment turns finance from a reporting function into a decision-making engine. 2026 is coming fast. Make sure your plan runs on real data - not hope. #RouteOne #BudgetingAndForecasting #FinancialPlanning #FinancialAnalysis

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