A couple of months ago, billionaire hedge fund manager Ray Dalio revealed he owns a "little" bit of Bitcoin (BTC). For a veteran who has often shared his pro-gold opinions, the portfolio reveal came as a surprise. Now, as crypto becomes a part of the Wall Street parlance, another long-time skeptic has revealed their Bitcoin stash. This time, it is Goldman Sachs CEO David Solomon. Related: Billionaire Ray Dalio encourages investors to embrace bitcoin over debt assets Goldman’s steady move toward digital ...

Alamos Gold Inc. Q4 2025 Earnings Call Summary - Moby Strategic Performance and Operational Drivers Missed 2025 production and cost guidance due to severe December weather and seismic-related rehabilitation work at Canadian operations. Achieved record annual revenue of $1.8 billion and $352 million in free cash flow despite operational setbacks, driven by high realized gold prices. Strategic acquisition of Argonaut Gold assets is being optimized by eliminating legacy hedges to increase exposure to r ...

Achieved record production of 113,000 GEOs in 2025, marking the ninth consecutive year of growth and landing in the upper half of the guidance range. Operating cash flow per share increased 45% to $1.54, demonstrating the business model's ability to directly translate higher gold prices into per-share value. Strategic capital deployment exceeded $350,000,000 in 2025, focusing on value-accretive deals in mining-friendly jurisdictions like Nevada, Arizona, and Chile. The Northparks asset was repositio ...

Claros Mortgage Trust, Inc. Q4 2025 Earnings Call Summary - Moby Strategic Portfolio Repositioning and Liquidity Management Exceeded the 2025 resolution target by achieving $2.5 billion in total loan resolutions, including 11 watchlist loans totaling $1.3 billion. Strategically reduced exposure to sectors facing secular headwinds, successfully exiting stand-alone life science and significantly lowering office and land concentrations. Utilized generated liquidity to reduce leverage by $1.7 billion in ...

Record full-year silver and gold production growth of 57% and 23% was driven by the Rochester expansion and the strategic acquisition of SilverCrest. Management reported a record year with net income increasing tenfold to $586 million, alongside record silver and gold production driven by the Rochester expansion, the SilverCrest acquisition, and consistent performance across North American operations. Rochester's transition to steady-state levels saw record quarterly crush and placed tons, validating ...

Successfully completed a $61.5 million net rights offering in December, expanding investment capacity by over $200 million to capitalize on a recovering transaction environment. Achieved a fully performing loan portfolio with zero nonaccruals, supported by a weighted average risk rating improvement to 2.8 and conservative 66% LTV at origination. Accelerated capital deployment with $101.3 million in new commitments during Q4, targeting diverse sectors including student housing, hospitality, and industr ...

Performance in the Diversified segment improved primarily due to better net pricing realized during the fourth quarter.The acquisition of Shibo in China and DURECT's larsucosterol platform represent a strategic shift toward proactive business development to enhance long-term growth.Management attributed the 10% full-year adjusted EBITDA growth to portfolio optimization and increased operating leverage without the benefit of major acquisitions.International segment growth was supported by leading market posi ...

Performance in the fourth quarter was significantly impacted by a 64% ammonia utilization rate, driven by a planned turnaround and subsequent three-week startup delay at the Coffeyville facility. The operational delay was attributed to issues at a third-party air separation plant; management is currently renegotiating the service provider's business plan to increase CVR's oversight and prevent future recurrence. Despite lower production volumes, the company benefited from strong market pricing, with U ...

Achieved record revenue of $1 billion and operating cash flow of $705 million, driven by a strong gold price environment and low, stable cash G&A expenses. Transformed the company's scale by acquiring Sandstorm Gold and Horizon Copper, creating the largest and most diversified portfolio of mining assets in the royalty sector. Strengthened the core gold-focused strategy with the acquisition of a gold stream on the long-life Kansanshi mine from First Quantum. Maintained an 82% adjusted EBITDA margin b ...

The transition to Sebastian Gunningham as CEO is intended to institutionalize operational excellence and accelerate the conversion of product proofs into broad market adoption.Strategic positioning is shifting from a global payments company to a broader provider of financial services, utilizing a digital-first platform to lower friction and costs for underserved populations.Management attributes operational leverage to a disciplined hiring approach and the integration of agentic AI systems which have reduce ...