Core Viewpoint - Noble Plains Uranium Corp. has secured an option to acquire a 100% interest in the Shirley Central Property, a strategic mineral claim in Wyoming's Shirley Basin, a historically productive uranium district in the U.S. [1][3] Company Summary - The acquisition aligns with the company's strategy to target geological projects in premier U.S. uranium jurisdictions, focusing on brownfield assets with proven potential and strong in-situ recovery (ISR) amenability [3][10] - The Shirley Central Property consists of 30 mineral claims, expanding the company's footprint in the Shirley Basin to a total of 101 unpatented mineral claims covering 8.44 km² (3.26 mi²) [7] - The company plans to fast-track permitting to begin drilling on identified high-confidence targets by late summer 2025 [6][7] Industry Summary - Wyoming is the leading uranium-producing state in the U.S., hosting the largest ore reserves, with the Shirley Basin having produced over 52 million pounds of U₃O₈ from 1960 to 1992 at an average grade of 0.22% U₃O₈ [9] - The Shirley Basin is characterized by a well-understood geological framework and a history of productive uranium mining, making it an attractive area for future exploration [7][9] - ISR is now the dominant method of uranium production in Wyoming, offering lower capital and operating costs, minimal surface disturbance, and aligning with environmentally responsible development [10]

Core Viewpoint - NN, Inc. will present at the Noble Capital Markets Emerging Growth Equity Conference on June 5, 2025, highlighting its position as a global diversified industrial company specializing in high-precision components and assemblies [1][2]. Group 1: Presentation Details - The presentation is scheduled to begin at 3:30 p.m. ET on June 5, 2025, and will be accessible via a webcast for registered investors [2]. - Registrants will receive a link to the live event upon registration, and additional materials will be available on the company's investor section of its website [2]. Group 2: Management Engagement - Executive management will conduct one-on-one and group meetings with investors and analysts who have registered for the conference, providing further engagement opportunities [3]. Group 3: Company Overview - NN, Inc. is headquartered in Charlotte, North Carolina, and operates globally with facilities in North America, Europe, South America, and Asia, focusing on advanced engineering and materials science to manufacture high-precision components [4].

Company Overview - Kalaris Therapeutics, Inc. is a clinical-stage biopharmaceutical company focused on developing and commercializing treatments for prevalent retinal diseases [3] - The company is currently developing TH103, a novel anti-VEGF investigational therapy designed to improve VEGF inhibition and retention in the retina [3] Product Development - TH103 is a fully humanized, recombinant fusion protein acting as a decoy receptor against VEGF, developed by Dr. Napoleone Ferrara [3] - TH103 is undergoing a Phase 1 clinical trial for the treatment of neovascular Age-related Macular Degeneration (nAMD) and has plans for further development in conditions like Diabetic Macular Edema (DME) and Retinal Vein Occlusion (RVO) [3] Upcoming Events - Kalaris Therapeutics will present at the Noble Capital Markets 2025 Emerging Growth Virtual Equity Conference on June 5th, 2025, featuring a Q&A session [1][4] - A replay of the event will be available on Kalaris Therapeutics' Investor Relations webpage following the presentation [2]

Core Insights - Noble's shares are yielding above 8% based on its quarterly dividend, which is annualized to $2, with the stock trading as low as $24.60 [1] - Dividends have historically contributed significantly to the total return of the stock market, exemplified by the iShares Russell 3000 ETF, which saw a 0.6% decrease in share price over twelve years but provided $10.77 per share in dividends, resulting in a total return of 13.15% [1] - The average annual total return, even with dividends reinvested, was about 1.0%, making an 8% yield from Noble appear attractive if sustainable [1] - Noble is part of the Russell 3000, indicating its status as one of the largest companies in the U.S. stock markets [1] Dividend Analysis - Dividend amounts are generally unpredictable and fluctuate with company profitability [2] - Historical performance data for Noble can assist in assessing the likelihood of maintaining the recent 8% annual yield [2]

Group 1 - BP has awarded a multi-well drilling contract to Noble Corporation for the Noble Innovator jack-up rig to support the Northern Endurance Partnership (NEP) carbon storage project in the North Sea, highlighting BP's commitment to carbon capture and storage (CCS) as part of its energy transition strategy [1][2] - The contract includes drilling six firm wells starting in Q3 2026, with options for two additional wells, and builds on Noble's ongoing engagement with BP since December 2022, with the day rate increasing to $155,000 [2][4] - The Noble Innovator rig, built in 2003 and designed for ultra-harsh environments, will be crucial for developing the well infrastructure needed for the NEP [3][6] Group 2 - The Northern Endurance Partnership, which includes BP, Equinor, and TotalEnergies, was granted the UK's first carbon storage license in December 2024, aiming to inject up to 4 million metric tons of CO2 annually over 25 years, with a total capacity of 100 million tons [4][5] - Construction for the NEP is expected to start in mid-2025, with initial CO2 injections as early as 2027 and full operations by 2028 [5] - Noble Corporation has received a CCS-specific certification from DNV, reinforcing its strategic shift towards supporting decarbonization infrastructure [6][7] Group 3 - The partnership between BP and Noble is a significant step in transforming the North Sea into a hub for industrial decarbonization as BP accelerates its energy transition efforts [8]

Core Viewpoint - Noble Mineral Exploration Inc. announced successful exploration drilling results from its joint venture partner Canada Nickel Company in the East Timmins Nickel Company, highlighting the potential for nickel resources in Northern Ontario [1][2]. Group 1: Exploration Results - The Mann property, located 22 kilometers east of Crawford, is 80% owned by Canada Nickel and 20% by Noble Mineral Exploration, consisting of four separate targets: Mann North, Mann West, Mann Central, and Mann South [2]. - Drilling at Mann West revealed 0.33% nickel over 52 meters within a broader interval of 480 meters averaging 0.27% nickel in hole MAN24-65, with a total of 39 holes drilled, 31 of which were during the 2024 campaign [3][4]. - The drilling at Mann West has focused on a strike length of 1.7 kilometers and a width of at least 600 meters, with significant mineralization identified [3][4]. Group 2: Future Plans - Canada Nickel is currently working on an initial resource estimate for Mann West, expected to be published in June 2025 [7]. - Noble Mineral Exploration holds mineral rights and/or exploration rights in approximately 70,000 hectares in Northern Ontario, with plans to generate option/joint venture exploration programs [11][12]. Group 3: Company Background - Canada Nickel Company is focused on advancing nickel-sulphide projects to meet the growing demand for nickel in electric vehicles and stainless steel markets, with its flagship Crawford Nickel-Cobalt Sulphide Project located in a low political risk jurisdiction [9]. - Noble Mineral Exploration is a junior exploration company with interests in various mineral properties, including a 20% stake in East Timmins Nickel Inc. and other exploration properties in Ontario and Quebec [10][12].

Shares of Noble Corporation plc (NYSE: NE ) have been a very poor performer over the past year, losing about half of their value as weakness in oil prices ( CL1:COM ) has increased concerns aboutOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a question for an article, just let me know!Analyst’s Disclosure: I/we have no stock, ...

Financial Data and Key Metrics Changes - The company reported adjusted EBITDA of $338 million and free cash flow of $173 million for Q1 2025, with a dividend payment of $80 million and share repurchases of $20 million during the quarter [6][24] - Total backlog increased by 30% to $7.5 billion since the last quarter, with $1.9 billion scheduled for revenue conversion in 2025 [14][25] - Adjusted EBITDA margin was 39%, positively impacted by approximately $20 million related to insurance proceeds [24] Business Line Data and Key Metrics Changes - Contract Drilling Services revenue for Q1 totaled €832 million, with adjusted EBITDA of €338 million [24] - The integration of the legacy Diamond fleet is on track, with approximately €70 million of synergies achieved by the end of Q1 [25] Market Data and Key Metrics Changes - Contracted UDW utilization remained flat, with total rig count slightly decreasing from 100 to 99 rigs, maintaining marketed utilization at 90% [17] - The company anticipates a sag in contracted rig count through the rest of the year, with an expected inflection in 2026 [18] Company Strategy and Development Direction - The company emphasizes its "First Choice offshore strategy," focusing on enhancing backlog with strategic contract awards and delivering customer programs with a focus on safety and efficiency [29][30] - The company is committed to managing costs and marginal idle capacity prudently, with plans to retire uncompetitive idle assets [19] Management's Comments on Operating Environment and Future Outlook - Management noted that offshore drilling remains open for business despite market volatility, with long-term Brent crude pricing supportive of project economics [15] - The company expects Q2 adjusted EBITDA to decrease quarter-on-quarter due to fewer operating days from contract rollovers and planned out-of-service time for certain rigs [27] Other Important Information - The company has been awarded long-term contracts by Shell and Total Energy, with significant revenue potential and performance-based components [8][11] - The company plans to make upgrades to rigs as part of the Shell contracts, with expected CapEx of $60 million to $70 million per rig [10] Q&A Session Summary Question: About the performance bonus opportunity in Shell and Total Energy's contracts - Management expressed satisfaction with the contracts and noted that performance-based components are strategic and only applicable in specific scenarios [35][36] Question: Competitive tensions regarding the Shell award - Management confirmed that the Shell contracts represent incremental demand and are not displacing an incumbent, emphasizing the longevity of potential work [47][49] Question: Operating expenses expectations for Q2 - Management indicated that operating costs would be impacted by inflation and noted a $20 million impact from insurance proceeds in Q1 that would not recur in Q2 [51][52] Question: Details on performance-based contract metrics - Management clarified that performance bonuses are based on drilling efficiency and time per well, with a significant focus on operational performance [62][63] Question: Dividend strategy and outlook - Management reaffirmed commitment to the dividend, indicating confidence in free cash flow generation and potential for additional contracts [70][72]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _________________________________________________________________________________________________ FORM 10-Q _____________________________________________________________________________________________________ ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended: March 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 ...

Noble Corporation plc First Quarter 2025 Earnings Conference Call April 29, 2025 Disclaimer Forward-Looking Statements This communication includes "forward-looking statements" within the meaning of Section 27A of the Securities Act and Section 21E of the Exchange Act, as amended. All statements other than statements of historical facts included in this communication are forward looking statements. These statements, opinions, forecasts, scenarios and projections relate to, among other things, the long-term o ...