Core Viewpoint - Expand Energy (EXE) shares have increased by approximately 11.1% since the last earnings report, outperforming the S&P 500, but recent estimates have trended downward, indicating potential challenges ahead [1][2]. Group 1: Earnings Performance - The last earnings report for Expand Energy was about a month ago, and the stock has shown positive performance since then [1]. - The consensus estimate for the company has decreased by 9.3% over the past month, reflecting a negative shift in expectations [2]. Group 2: VGM Scores - Expand Energy currently holds a strong Growth Score of A, but has a lower Momentum Score of D, indicating mixed performance across different investment strategies [3]. - The stock has a value grade of C, placing it in the middle 20% for this investment strategy, leading to an overall aggregate VGM Score of B [3]. Group 3: Outlook - The overall trend for estimates has been downward, suggesting a potential decline in performance expectations for Expand Energy [4]. - The company holds a Zacks Rank of 3 (Hold), indicating an expectation of an in-line return in the coming months [4].

Core Points - Extendicare Inc. held its annual and special meeting of shareholders on May 27, 2025, where various matters were voted on [1] - A total of 47,282,730 common shares were represented at the meeting, accounting for 56.41% of the outstanding shares [2] Group 1: Election of Directors - Nine nominees were elected as directors to serve until the next annual meeting [3] - The voting results showed high approval rates for the nominees, with votes for ranging from 94.08% to 99.74% [4] Group 2: Appointment of Auditors - KPMG LLP was appointed as the auditors of the Company until the next annual meeting, with 87.18% of votes in favor [5][6] Group 3: Long Term Incentive Plan - The resolution to approve unallocated entitlements under Extendicare's Long Term Incentive Plan was passed with 97.04% approval [7][8] Group 4: Executive Compensation - A non-binding advisory resolution regarding the Company's approach to executive compensation was approved, receiving 94.48% of votes in favor [9][10][11] Company Overview - Extendicare is a leading provider of care and services for seniors in Canada, operating 122 long-term care homes and delivering approximately 11.2 million hours of home health care services annually [12]

Core Viewpoint - EXEL Industries reported a decline in revenue and recurring EBITDA for the first half of 2024-2025, primarily due to lower volumes in Agricultural Spraying, while maintaining a focus on debt reduction and cash flow optimization [5][13]. Financial Performance - Revenue for the first half of 2024-2025 was €443.4 million, down 10.0% from €492.7 million in the same period of 2023-2024 [5][6]. - Recurring EBITDA decreased to €20.3 million, representing 4.6% of revenue, compared to 6.2% in the previous year [7][5]. - Net income was €1.5 million, a decline from €4.7 million in the first half of 2023-2024 [7][5]. Debt and Cash Flow Management - The Group's net financial debt improved by €38 million, standing at €174.5 million compared to €212.7 million in the previous year, due to efforts in reducing working capital requirements (WCR) and inventory levels [9][5]. - Despite a negative change in WCR of €30 million, the Group's focus on cash flow generation and debt reduction remains a priority [9][13]. Segment Performance - Agricultural Spraying revenue fell by €53.4 million, or 21.5%, reflecting a significant decline in volumes [4][6]. - Other segments, such as Sugar Beet and Industrial Spraying, showed stable or slight growth, with Sugar Beet revenue remaining relatively unchanged [4][6]. Future Outlook - Order intake in Agricultural Spraying is showing limited visibility but signs of recovery in Europe, while market conditions for Sugar Beet Harvesting remain uncertain [12][15]. - The Group plans to continue aligning production capacities and cost structures with business levels in response to lower volumes [15][12]. Investment and Capex - Capital expenditures (Capex) amounted to €15.6 million, including ongoing construction of a new plant in Stains, France [10].

Group 1 - EXEL Industries is a French Société Anonyme with a share capital of €16,969,750 [1] - The registered office is located at 54, rue Marcel Paul, 51206 Epernay Cedex, France [1] - The company is registered under the Reims Companies Register (RCS) with the number 095 550 356 [1] Group 2 - As of April 30, 2025, the total number of shares is 6,787,900 [2] - The theoretical voting rights amount to 9,891,627 [2] - The exercisable voting rights, after deduction of shares without voting rights, are 9,885,698 [2]

Core Viewpoint - Market participants are concerned about the Trump administration's tariff and trade policies and their potential impact on U.S. economic growth and inflation [1] Group 1: Growth Stocks - Five growth stocks identified for May include Agnico Eagle Mines Ltd. (AEM), Sony Group Corp. (SONY), Affirm Holdings Inc. (AFRM), Broadcom Inc. (AVGO), and Expand Energy Corp. (EXE) [2][6] Group 2: Agnico Eagle Mines Ltd. (AEM) - AEM is focused on production growth through projects like the Kittila expansion and acquisitions such as Hope Bay and the merger with Kirkland Lake Gold [7][8] - AEM's expected revenue and earnings growth rates are 20.6% and 44.4% respectively for the current year, with a Zacks Consensus Estimate for earnings improving by 6.1% [8] - The average short-term price target indicates a potential increase of 16% from the last closing price of $119.13, with a maximum upside of 33.5% [9] Group 3: Sony Group Corp. (SONY) - SONY is expected to grow due to strengths in Game & Network Services, Music, and Financial Services, despite challenges in the Entertainment, Technology & Services unit [10][11] - The expected revenue and earnings growth rates for SONY are 0.7% and 14.4% respectively for the current year, with a Zacks Consensus Estimate for earnings improving by 0.7% [12] - The average short-term price target suggests a potential increase of 17.2% from the last closing price of $25.23, indicating a maximum upside of 35% [12] Group 4: Affirm Holdings Inc. (AFRM) - AFRM has strong revenue growth from diverse income streams, expecting revenues between $3.13 billion and $3.19 billion in fiscal 2025 [14][15] - Key partnerships, including those with Apple Pay and Hotels.com, are crucial for AFRM's expansion [15] - The expected revenue and earnings growth rates for AFRM are 37.1% and 96.4% respectively for the current year, with a Zacks Consensus Estimate for earnings improving by 60% [16] Group 5: Broadcom Inc. (AVGO) - AVGO is benefiting from strong demand for networking products and AI accelerators, with expected AI revenues to jump 44% year over year to $4.4 billion [18][19] - The acquisition of VMware has enhanced AVGO's infrastructure software solutions, with 70% of its largest customers adopting VMware Cloud Foundation [19] - AVGO's expected revenue and earnings growth rates are 21% and 35.5% respectively for the current year, with a Zacks Consensus Estimate for earnings improving by 4.6% [21] Group 6: Expand Energy Corp. (EXE) - EXE has become the largest U.S. natural gas producer after merging with Chesapeake and Southwestern, with plans to ramp up production to 7,100 MMcfe/day by 2025 [24][25] - The expected revenue and earnings growth rates for EXE are over 100% each for the current year, with a Zacks Consensus Estimate for earnings improving by 6.6% [26] - The average short-term price target indicates a potential increase of 13.2% from the last closing price of $108.51, suggesting a maximum upside of 56.7% [26]

Core Insights - Extendicare Inc. reported strong results for Q1 2025, driven by growth across all business segments and positive operating performance [4][9] - The company is actively pursuing growth initiatives, including the acquisition of Closing the Gap and the purchase of nine LTC homes from Revera [4][7] Financial Performance - Adjusted EBITDA increased by $8.7 million or 42.7% to $29.0 million, reflecting improvements across all business segments [9] - Revenue for Q1 2025 was $374.7 million, an increase of $7.6 million compared to Q1 2024, with a 5.8% increase when excluding out-of-period funding [16] - Net earnings rose by $1.9 million to $15.0 million, largely due to the increase in Adjusted EBITDA [16] Business Segment Performance - Long-term care revenue decreased by $8.7 million to $197.8 million, but improved when excluding out-of-period funding [14] - Home health care revenue increased by $14.7 million to $158.3 million, driven by an 8.9% increase in average daily volume [19][17] - Managed services revenue rose by $1.6 million or 9.2% to $18.6 million, attributed to growth in SGP clients [22] Strategic Developments - The company completed the sale of three LTC homes under construction for net cash proceeds of $56.3 million, resulting in an estimated gain of $11.1 million [6] - Extendicare is on track to finalize the acquisition of nine LTC homes from Revera, expected to close in Q2 2025 [7] Operational Metrics - LTC average occupancy remained stable at 97.5% [13] - Home health care average daily volume reached 31,603, an increase of 8.9% from Q1 2024 [17] Financial Position - As of March 31, 2025, Extendicare had cash and cash equivalents of $109.5 million, with access to an additional $108.5 million under its credit facility [23] - AFFO increased to $19.8 million ($0.235 per basic share) from $17.6 million ($0.210 per basic share) [16]

Group 1 - Expand Energy (EXE) is a member of the Oils-Energy group, which consists of 246 companies and is currently ranked 15 in the Zacks Sector Rank [2] - The Zacks Rank system emphasizes earnings estimates and revisions, with Expand Energy holding a Zacks Rank of 1 (Strong Buy) [3] - Over the past 90 days, the Zacks Consensus Estimate for EXE's full-year earnings has increased by 62.9%, indicating improved analyst sentiment [3] Group 2 - Year-to-date, Expand Energy has returned approximately 4.4%, while the Oils-Energy group has seen an average loss of about 8% [4] - Golar LNG (GLNG) is another stock in the Oils-Energy sector that has outperformed, with a return of 0.4% since the beginning of the year [4] - Expand Energy belongs to the Alternative Energy - Other industry, which includes 44 stocks and is currently ranked 182 in the Zacks Industry Rank, with an average loss of 0.4% this year [5] Group 3 - Golar LNG is part of the Oil and Gas - Integrated - International industry, which consists of 17 stocks and is currently ranked 183, with a year-to-date decline of 5.7% [6] - Investors interested in Oils-Energy stocks should monitor both Expand Energy and Golar LNG for their continued strong performance [6]

Core Viewpoint - Extendicare Inc. announced the acquisition of Closing the Gap Healthcare Group Inc. by its subsidiary ParaMed Inc. for approximately $75.5 million, enhancing its home health care services in Ontario and Nova Scotia [1][3][4]. Transaction Details - The acquisition is structured on a debt-free, cash-free basis, with an earnout tied to new business revenue generation expected in the first year post-closing [3][8]. - The transaction is subject to customary closing conditions and is anticipated to close in the third quarter of 2025 [2]. Company Background - Closing the Gap has been a leader in home and community healthcare for 35 years, providing a range of services including personal support, nursing, physiotherapy, and social work [5][4]. - In 2024, Closing the Gap delivered over 1.1 million service hours through approximately 1,200 caregivers [5]. Financial Impact - The acquisition is projected to add approximately $84.2 million in revenue to Extendicare's home health care segment for 2024, with similar margins to ParaMed [6]. - The combined service volumes for the home health care segment would reach approximately 12.1 million hours with an average daily volume of 33,164 [7]. - The earnout from the transaction is estimated to be between $3.5 million and $5.5 million, contributing an additional $7.0 to $11.0 million in revenue [8]. Synergies and Growth Potential - The integration of back-office functions is expected to generate approximately $1.1 million in annualized cost synergies in the first year following the closing [8]. - The acquisition is seen as a strategic move to enhance Extendicare's capabilities and market presence in the home health care sector [4].

Core Points - Expand Energy Corporation (EXE) reported first-quarter 2025 adjusted earnings per share of $2.02, exceeding the Zacks Consensus Estimate of $1.85 and significantly higher than the previous year's adjusted profit of 56 cents, driven by strong production and higher sales prices [1] - The company's revenues from 'natural gas, oil and NGL' reached $2.3 billion, surpassing the Zacks Consensus Estimate of $2.2 billion and showing a substantial increase from $589 million in the same quarter last year [1] Production & Price Realizations - EXE's average daily production for the first quarter was 6,788 million cubic feet of gas equivalent (MMcfe/day), a 112% increase from 3,198 MMcfe/day year-over-year, and above the Zacks Consensus Estimate of 6,774 MMcfe/day [2] - Natural gas volume for the period was 6,254 MMcf/day, up 95.6% year-over-year, exceeding the consensus mark of 6,212 MMcf/day [2] - Oil production was reported at 14 thousand barrels per day (MBbl/d), while NGL output totaled 75 MBbl/d [2] Sales Prices - The average sales price for natural gas during the first quarter was $3.58 per Mcf, a 76% increase from $2.03 per Mcf in the prior year and above the consensus mark of $3.36 [3] - The average realized oil price was $63.40 per barrel, compared to the consensus estimate of $61 [3] - The average realized NGL price was $30.54 per barrel, exceeding the Zacks Consensus Estimate of $27.48 [3] Costs & Expenses - Total operating expenses rose to $2.5 billion from $1 billion in the year-ago quarter, primarily due to a nearly threefold increase in gathering, processing, and transportation costs to $563 million [4] - Marketing costs increased by 184% year-over-year to $919 million, and depreciation expenses rose by 78% from the first quarter of 2024 [4] Financial Position - Cash flow from operations nearly doubled to $1.1 billion, with capital expenditure totaling $563 million, resulting in a free cash flow of $533 million [5] - The company paid out $142 million in dividends during the period [5] - As of March 31, 2025, EXE had $349 million in cash and cash equivalents and long-term debt of $5.2 billion, reflecting a debt-to-capitalization ratio of 23.4% [5] Guidance - For the second quarter, EXE targets an average daily production of 7,100-7,200 MMcfe, and for the full year 2025, the target is 7,000-7,200 MMcfe [6] - The company has budgeted capital spending between $725 million and $800 million for the upcoming quarter, and between $2.9 billion and $3.1 billion for 2025 [6] - EXE currently holds a Zacks Rank 1 (Strong Buy) [6]

Expand Energy (EXE) Q1 2025 Earnings Call April 30, 2025 09:00 AM ET Speaker0 Good day and welcome to the Expand Energy twenty twenty five First Quarter Earnings Teleconference. At this time, all participants are in a listen only mode. After the speakers' presentation, there will be a question and answer session. Please note that this event is being recorded. I would now like to turn the conference over to Chris Ayers, Vice President, Investor Relations and Special Projects. Please go ahead. Speaker1 Thank ...