Group 1: Company Participation and Commitment - Amlan International will participate in the World Dairy Expo in Madison, Wisconsin, serving as the official Media Room sponsor for the fourth consecutive year, highlighting its commitment to advancing ruminant health and supporting global producers [1] - Amlan invites media representatives to a complimentary boxed lunch during the World Dairy Expo, indicating its engagement with industry stakeholders [2] Group 2: Industry Insights and Strategies - Dr. Aldo Rossi emphasizes that the era of single-toxin management is over, advocating for a holistic approach to ruminant gut health that addresses various risks, including mycotoxins and bacterial toxins [2] - Amlan aims to provide innovative, mineral-based feed solutions to meet the increasing demand for safe, sustainable, and high-quality dairy products, thereby enhancing animal health and production efficiency [3] Group 3: Company Background - Amlan International is the animal health division of Oil-Dri Corporation of America, a leading global manufacturer of sorbent minerals, with over 80 years of expertise in mineral science [4] - Amlan International is publicly traded on the New York Stock Exchange (NYSE: ODC) and sells feed additives worldwide, with product availability varying by country [4]

Core Viewpoint - Oil-Dri Corporation of America is set to release its earnings for the fourth quarter and fiscal year 2025 on October 9, 2025, followed by a live webcast on October 10, 2025, to discuss the financial results [1]. Company Overview - Oil-Dri Corporation of America is a leading manufacturer and supplier of specialty sorbent products across various markets, including pet care, animal health and nutrition, fluids purification, agricultural ingredients, sports field, industrial, and automotive [3]. - The company has over 80 years of experience and is vertically integrated, allowing it to manage every step of the process from research and development to supply chain, marketing, and sales [3]. - The mission of the company is to create value from sorbent minerals [3].

Core Insights - Amlan International will showcase its antibiotic-free production solutions at the XXVII Central American and Caribbean Poultry Congress in Panama from September 10-12, 2025 [1] - The company emphasizes the importance of natural feed additives in improving animal health and performance, particularly in the context of increasing demand for high-quality animal protein in Latin America [3][4] Company Participation - Amlan's Technical Director for LATAM, Dr. César Coto, will present on September 11, focusing on strategies to reduce antibiotic use while maintaining animal performance [2] - The company will feature products such as Calibrin-Z, a biotoxin control product, and Varium, a gut health additive, at their booth [3] Industry Context - The livestock industry in Latin America is evolving with a focus on antibiotic stewardship and the need for safe, high-quality animal protein [3] - Central American producers are increasingly adopting innovative solutions to enhance efficiency and meet rising protein demand [4] Company Overview - Amlan International, part of Oil-Dri Corporation of America, specializes in developing natural feed additives that optimize animal health and performance [5]

Core Insights - Amlan International will participate in Malaysia Livestock 2025, focusing on addressing challenges in modern animal production through natural feed additives [1][10] - The event will feature presentations by Dr. Michael Hua on biotoxin control and antibiotic-free poultry production, highlighting the importance of natural solutions in the poultry industry [2][3] Company Overview - Amlan International is the animal health division of Oil-Dri Corporation of America, specializing in innovative, natural feed additives that enhance animal health and performance [7] - The company aims to support producers in improving performance while ensuring food safety and quality [4] Industry Trends - The poultry industry in Malaysia is rapidly evolving, with a growing demand for natural solutions that comply with changing regulations [4] - There is a global shift towards antibiotic-free production, which is not only a regulatory requirement but also a movement towards sustainable animal agriculture [4] Product Highlights - Amlan will showcase two key products: Calibrin-Z, a biotoxin control agent, and Varium, designed for antibiotic-free systems to enhance gut health and feed efficiency [5]

Group 1 - The article discusses the potential regret of not investing in certain companies, highlighting the importance of recognizing value and growth prospects in the oil and natural gas sector [1] - Crude Value Insights provides an investment service focused on cash flow analysis and identifying companies with real potential for value and growth in the oil and gas industry [1] - Subscribers to Crude Value Insights gain access to a stock model account with over 50 stocks, detailed cash flow analyses of exploration and production firms, and live discussions about the sector [2] Group 2 - The service offers a two-week free trial for new subscribers, encouraging engagement with the oil and gas market [3]

Company Overview - Oil-Dri Corporation of America is a leading manufacturer and supplier of specialty sorbent products for various markets including pet care, animal health and nutrition, fluids purification, agricultural ingredients, sports field, industrial, and automotive sectors [4] - The company is vertically integrated, allowing it to efficiently manage every step of the process from research and development to supply chain, marketing, and sales [4] - With over 80 years of experience, Oil-Dri continues its mission to create value from sorbent minerals [4] Industry Recognition - Oil-Dri has been awarded the 2025 Top Workplaces Industry Award, a national distinction presented by Energage, recognizing organizations that foster people-first cultures [1][2] - The Top Workplaces program is based on employee feedback collected through a research-backed engagement survey, highlighting the company's commitment to a positive workplace culture [2] Company Culture - The company emphasizes an employee-first approach, guided by the "WE CARE" principles: Work-Life Balance, Ethics, Communication, Accountability, Respect, and Excellence [3] - Oil-Dri's culture promotes open communication, continuous improvement, and respect for every individual, contributing to a close-knit environment across departments and generations [3] - The recognition received is seen as a reflection of the strong culture built on shared values and a commitment to long-term success [3]

Core Insights - Oil-Dri Corporation of America has appointed Dr. Mervyn de Souza as Vice President of Research & Development to lead global innovation efforts and develop new, value-added products leveraging the company's mineral resources [1][3] Group 1: Appointment and Role - Dr. de Souza brings over 25 years of experience in building and leading research, development, and innovation teams across various sectors including food, agriculture, life sciences, and industrial [2] - His responsibilities will include overseeing the Innovation Center, guiding exploratory research, and ensuring alignment with corporate strategy [3] Group 2: Expertise and Background - Dr. de Souza holds a Ph.D. in Biochemistry, Molecular Biology, and Biophysics, along with advanced degrees in Microbial Engineering and Biochemistry, and is a co-inventor on more than 20 patents [4] - His expertise encompasses intellectual property strategy, scientific partnerships, and translating technical advancements into commercially viable solutions [2] Group 3: Company Commitment and History - Oil-Dri has over 80 years of experience in mineral science, providing innovative solutions for various industries including animal health, consumer products, and industrial applications [5] - The appointment of Dr. de Souza reflects the company's commitment to technical excellence and meeting evolving global needs [5]

Group 1: Company Overview - Amlan International is the animal health business of Oil-Dri Corporation of America, specializing in innovative feed additives that support animal health and performance globally [6] - Boviz Saúde Animal is a Brazilian company focused on providing natural, effective, and chemical-residue-free solutions for livestock producers, exclusively representing Amlan in the cattle market [7] Group 2: Market Context - Brazil is the world's second-largest beef producer and the largest beef exporter, accounting for approximately 18% of global beef production with an output of around 12 million tons annually [2] - Strategic regional partnerships are essential in delivering advanced solutions to meet the evolving needs of local producers in Brazil's competitive cattle market [2] Group 3: Partnership and Event Participation - Amlan International is strengthening its presence in Brazil's cattle market through a distribution partnership with Boviz Saúde Animal, with both companies participating in the Rio Preto Country Bulls Rodeo from July 9–13, 2025 [1][5] - The Rio Preto Country Bulls Rodeo is a significant event in Brazil, attracting around 100,000 attendees and providing an opportunity for Amlan and Boviz to connect with livestock producers and showcase their products [4][5] Group 4: Product Focus - Amlan and Boviz are committed to providing science-backed products that improve animal health, performance, and profitability, including innovative feed additives like Calibrin®-Z [3][5] - The partnership aims to empower producers to improve production efficiency responsibly while meeting the growing demand for high-quality beef [5]

Core Viewpoint - Oil-Dri of America (ODC) stock is considered an attractive investment opportunity due to its low valuation relative to its operational performance and financial stability [2][11]. Financial Performance - ODC has experienced significant revenue growth, with an average increase of 12.9% over the past three years, compared to 5.5% for the S&P 500 [5]. - The company's revenues rose from $430 million to $465 million in the last 12 months, reflecting an 8.2% increase, while quarterly revenues increased by 10.6% to $117 million [6]. - ODC's operating income totaled $62 million over the previous four quarters, with an operating margin of 13.3% [7]. - The net income for ODC was $46 million, resulting in a net income margin of 9.8%, which is lower than the S&P 500's 11.6% [7]. Valuation Metrics - ODC's price-to-sales (P/S) ratio is 1.5, compared to 3.0 for the S&P 500, indicating a lower valuation [6]. - The price-to-earnings (P/E) ratio for ODC stands at 15.5, significantly lower than the S&P 500's 26.4 [6]. - The price-to-free cash flow (P/FCF) ratio is 9.5, compared to 20.5 for the S&P 500, further highlighting ODC's attractive valuation [6]. Financial Stability - ODC's debt was reported at $58 million, with a market capitalization of $762 million, resulting in a low debt-to-equity ratio of 8.3% [8]. - The company's cash and cash equivalents amount to $23 million, leading to a cash-to-assets ratio of 6.4% [8]. Downturn Resilience - ODC stock has shown resilience during economic downturns, performing better than the S&P 500 in several instances [9]. - During the inflation shock in 2022, ODC stock dropped 41.5%, recovering fully by March 2023, while the S&P 500 experienced a peak-to-trough decline of 25.4% [10]. - In the COVID-19 pandemic, ODC stock decreased by 24.6% but also fully recovered by March 2021 [10]. - The stock declined 49.4% during the global financial crisis in 2008 but recovered by June 2010, outperforming the S&P 500's decline of 56.8% [11]. Overall Assessment - ODC's performance across growth, profitability, financial stability, and downturn resilience indicates a strong operational performance, making it a wise investment choice given its low valuation [11][13].

Core Viewpoint - Oil-Dri Corporation of America has demonstrated strong financial performance in the third quarter of fiscal 2025, with significant growth in revenue and earnings per share, outperforming the S&P 500 index during the same period [1][2][12] Financial Performance - For the third quarter ended April 30, 2025, Oil-Dri reported net sales of $115.5 million, an 8% increase from $106.8 million in the same period last year, marking the 16th consecutive quarter of year-over-year sales growth [2] - Diluted earnings per share (EPS) rose 51% to 80 cents from 53 cents, while net income increased 50% to $11.6 million from $7.8 million a year earlier [2] - Operating income grew 33% to $13.9 million, and EBITDA increased 35% to $20.2 million [2] Segment-Level Performance - The Business-to-Business (B2B) segment saw net sales rise 18% year over year to $42.7 million, driven by strong growth in agricultural and fluids purification products [3] - Agricultural product sales surged 43% year over year to $11.6 million, while revenues from fluid purification increased 13% to $25.3 million [3] - In contrast, the Retail and Wholesale segment experienced muted growth, with net sales increasing 3% year over year to $72.8 million, but organic sales fell 4% [4] Management Commentary - CEO Daniel S. Jaffee attributed the strong results to Oil-Dri's diversified product portfolio and strategic acquisitions, emphasizing the company's focus on lightweight litter growth despite challenges in clay-based products [5] - The company has achieved its 13th consecutive quarter of gross profit growth, reflecting a commitment to long-term value creation [5] Factors Behind Growth - Sales gains were driven by a favorable product mix, increased volumes, and pricing power, with the Ultra Pet acquisition contributing approximately 4% to top-line growth [6] - Gross profit rose 10% to $33 million, with a slight improvement in gross margin to 28.6%, marking the 11th consecutive quarter of year-over-year gross margin growth [6] Cost Management - SG&A expenses declined 3% to $19.1 million, aided by the absence of prior-year acquisition-related costs and lower corporate overhead [7] Strategic Priorities - Management reiterated its focus on expanding the lightweight litter category and enhancing competitive advantages in agricultural and renewable diesel applications [8] Dividend Announcement - Oil-Dri's board announced a quarterly dividend increase of 16%, raising the common stock dividend to 18 cents per share, marking the company's 22nd consecutive year of dividend increases [10] Other Developments - The completion of final payments related to the Ultra Pet acquisition is contributing meaningfully to revenues, alongside continued investments in manufacturing infrastructure and logistics [11]