Group 1 - Rigetti Computing (RGTI) has signed a memorandum of understanding (MOU) with India's Centre for Development of Advanced Computing (C-DAC) to co-develop hybrid quantum computing systems, integrating Rigetti's superconducting quantum processors with classical computing resources [1][6] - The partnership will extend beyond hardware to include joint research in cryogenic electronics, processor fabrication, and quantum education programs, which may diversify Rigetti's revenue opportunities and broaden its talent pipeline [2][6] - Rigetti's collaboration with C-DAC aligns with India's ChipIN semiconductor program and reflects the company's strategy to leverage government partnerships to expand access to quantum technologies [1][2] Group 2 - Rigetti's shares have gained 1.7% year-to-date, while the industry has grown by 19.4% [5] - The company trades at a price-to-book ratio of 9.08, which is above the industry average, and carries a Value Score of F [8] - The Zacks Consensus Estimate for Rigetti's 2025 earnings indicates a significant 86.1% rise from the previous year [10]

Group 1 - The article highlights Paul Franke's extensive experience in trading and investment, emphasizing his successful track record as a stock picker and his development of a system called "Victory Formation" for identifying investment opportunities [1] - Franke's investment strategy includes a contrarian stock selection style, focusing on supply and demand imbalances indicated by stock price and volume movements [1] - The "Bottom Fishing Club" articles are dedicated to identifying deep value stocks or those showing significant positive technical momentum reversals [1] Group 2 - Franke recommends a diversified investment approach, suggesting that investors hold at least 50 well-positioned stocks to achieve consistent outperformance in the stock market [1] - The "Volume Breakout Report" articles discuss stocks that are experiencing positive trend changes supported by strong trading volume and price action [1]

Financial Data and Key Metrics Changes - The company reported adjusted EPS of $6.36 per share or $117 million for Q2 2025, a decrease from $6.78 per share or $132.3 million in Q2 2024, reflecting a $15.3 million decline in adjusted net income primarily due to increased operating costs and lower dividend income [10][11][14] - Total operating costs increased by $24.7 million, driven by a higher average number of vessels in the fleet, while net finance costs rose by $3.6 million [10][11] - Adjusted EBITDA decreased by 0.5% to $176 million compared to $176.8 million in Q2 2024 [12] Business Line Data and Key Metrics Changes - The company added approximately $113 million to its contracted revenue backlog, bringing the total to $3.6 billion with a 3.8-year average charter duration [8][13] - Contracted charter coverage stands at 99% for 2025 and 88% for 2026, indicating strong revenue visibility [8][13] - The drybulk segment experienced seasonal firming, but broader weakness persists due to deflationary conditions in China [9] Market Data and Key Metrics Changes - The U.S. economy remains stable, with consumer demand for foreign goods continuing, which is expected to improve trade flows as inventories normalize [6][7] - Geopolitical tensions, particularly in Ukraine and Gaza, have not led to new disruptions in global shipping routes [7] Company Strategy and Development Direction - The company is maintaining a disciplined approach to capital allocation, avoiding speculative orders in the feeder segment where pricing is disconnected from long-term fundamentals [7] - The focus remains on operational excellence and value creation for shareholders, with a strong balance sheet and cash generation capacity to support strategic priorities [9][10] Management's Comments on Operating Environment and Future Outlook - Management noted that uncertainties around global trade are subsiding, with clarity on tariffs improving [5][6] - The company is cautious about capital deployment, particularly in light of potential stock market corrections that could impact shipping companies [22][23] Other Important Information - As of June 30, 2025, net debt stood at $224 million, with a net debt to adjusted EBITDA ratio of 0.3 times [14] - The company declared a dividend of $0.85 per share and has $94.3 million remaining under its share repurchase program [14] Q&A Session Summary Question: Charter market and demand outlook - The market is stable with demand for ships, but the pace of forward fixing has slowed [18][20] Question: Capital allocation and buyback strategy - The buyback has been paused due to stock appreciation, which could lead to short-term trading rather than long-term shareholder value [21][22] Question: Operating costs and future rate expectations - Current operating costs may normalize as the year progresses, following a spike due to bulk orders [24] Question: Expectations for feeder ships and order book - A shortage of ships could provide a tailwind, but long-term contracts for feeders are challenging due to market dynamics [29][30] Question: Newbuild addition and delivery management - The recent newbuild was secured through a strong relationship with the yard, allowing for prompt delivery [31][32]

Investor Presentation August 2025 Disclaimer This presentation contains certain statements that may be deemed to be "forward-looking statements" within the meaning of the Securities Exchange Act of 1934. All statements, other than statements of historical facts, that address activities, events or developments that the Company expects, projects, believes or anticipates will or may occur in the future, including, without limitation, the outlook for fleet utilization and shipping rates, general industry condit ...

Table of Contents EXHIBIT 99.1 DANAOS CORPORATION OPERATING AND FINANCIAL REVIEW AND PROSPECTS The following discussion and analysis should be read in conjunction with our interim condensed consolidated financial statements (unaudited) and the notes thereto included elsewhere in this report. Results of Operations Three months ended June 30, 2025 compared to three months ended June 30, 2024 During the three months ended June 30, 2025, Danaos had an average of 74 container vessels and 10 Capesize drybulk vess ...

Core Viewpoint - Danaos reported quarterly earnings of $6.36 per share, missing the Zacks Consensus Estimate of $6.52 per share, and showing a decline from $6.78 per share a year ago, indicating a negative earnings surprise of -2.45% [1][2] Financial Performance - The company posted revenues of $239 million for the quarter ended June 2025, missing the Zacks Consensus Estimate by 3.05%, and down from $246.31 million year-over-year [2] - Over the last four quarters, Danaos has surpassed consensus EPS estimates only once and topped consensus revenue estimates two times [2] Stock Performance - Danaos shares have increased approximately 13.9% since the beginning of the year, outperforming the S&P 500's gain of 6.1% [3] - The current consensus EPS estimate for the upcoming quarter is $7.21 on revenues of $260.14 million, and for the current fiscal year, it is $27.00 on revenues of $1 billion [7] Industry Outlook - The Transportation - Shipping industry, to which Danaos belongs, is currently ranked in the bottom 38% of over 250 Zacks industries, suggesting potential challenges ahead [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact Danaos' stock performance [5][6]

Financial Performance - For the three months ended June 30, 2025, total operating revenues increased by $15.9 million to $262.2 million compared to $246.3 million for the same period in 2024 [24] - Net income for the three months ended June 30, 2025 was $130.9 million, or $7.12 per diluted share, compared to $141.2 million, or $7.23 per diluted share for the same period in 2024 [23] - Adjusted net income for the three months ended June 30, 2025 was $117.0 million, or $6.36 per diluted share, down from $132.3 million, or $6.78 per diluted share in the prior year [17][21] Segment Performance - The container vessels segment reported adjusted net income of $116.7 million for the three months ended June 30, 2025, compared to $127.1 million for the same period in 2024 [18] - The drybulk vessels segment had an adjusted net income of $0.3 million for the three months ended June 30, 2025, down from $2.3 million in the same period in 2024 [19] Operational Metrics - Average number of vessels increased to 74.0 container vessels and 10.0 drybulk vessels for the three months ended June 30, 2025, compared to 68.7 container vessels and 7.6 drybulk vessels in the same period in 2024 [16] - Fleet utilization for container vessels was 98.4% for the three months ended June 30, 2025, compared to 97.4% in the same period in 2024, while drybulk vessels utilization improved to 99.8% from 87.0% [16] Cash and Liquidity - As of June 30, 2025, total cash liquidity and marketable securities amounted to $924.1 million, up from $806.7 million as of December 31, 2024 [4] - Gross debt as of June 30, 2025 was $770.3 million, compared to $744.5 million as of December 31, 2024 [4] Strategic Initiatives - The company added one 6,000 TEU vessel to its orderbook in June 2025, which is already fixed on a five-year charter [12] - Total contracted revenue backlog increased by approximately $113 million since the previous earnings release, bringing the total to $3.6 billion [13] Market Conditions - The CEO noted that uncertainties around global trade are subsiding, with tariffs being finalized at lower rates than previously feared [10] - The dry bulk market is experiencing seasonal firming, but broader weakness persists due to deflationary conditions in China [14]

Group 1 - Occidental Petroleum Corporation (NYSE: OXY) is set to release its earnings on August 6th, attracting significant attention from investors and analysts [1] - The company is being closely monitored on platforms like Seeking Alpha in anticipation of its earnings report [1] Group 2 - The article does not provide specific financial data or performance metrics related to Occidental Petroleum Corporation [1]

Company Overview - Danaos Corporation is one of the largest independent owners of modern, large-size container vessels, with a fleet of 74 containerships aggregating 471,477 TEUs and 16 under construction container vessels aggregating 134,234 TEUs [5] - The company has recently expanded into the drybulk sector by acquiring 10 Capesize drybulk vessels aggregating 1,760,861 DWT [5] - Danaos' fleet is chartered to many of the world's largest liner companies on fixed-rate charters, reflecting a strong operational strategy [5] Upcoming Financial Results - Danaos Corporation will release its second-quarter results for the period ended June 30, 2025, after the market closes on August 4, 2025 [1] - A conference call to discuss the results is scheduled for August 5, 2025, at 9:00 A.M. ET [1] Conference Call Details - Participants can join the conference call by dialing in 10 minutes before the scheduled time using specific toll-free numbers for the U.S., U.K., and international calls [2] - A telephonic replay of the conference call will be available until August 12, 2025, with specific dial-in numbers provided [3] - An audio webcast of the conference call will be available on the Danaos Corporation website, with an archived version accessible within 48 hours post-call [4]

Company Overview - Danaos Corporation (NYSE: DAC) is a tonnage provider and non-operating owner of container ships and dry-bulk ships [1] - The company operates a fleet of 84 ships, which includes 471,500 TEUs of containerized capacity and 1,760,861 DWT (dry weight tons) of dry-bulk capacity [1] Leadership and Background - Benjamin Halliburton, the founder of Danaos, has a long history in investment management, having started his career at Merrill Lynch in 1986 [1] - Halliburton has been recognized for his investment acumen, being named "PSN Manager of the Decade" for All-Cap in the 2000s and for Dividend Value in the 2010s [1] - He earned an MBA with a focus on finance from Duke's Fuqua School of Business and holds the Chartered Financial Analyst designation [1] Investment Strategy - Halliburton's "Disciplined Growth Strategy" has historically outperformed the S&P 500 during the 1990s bull market [1] - He was noted as the youngest partner at his previous firm and received accolades from senior managing partners for his investment skills [1]