Ford Motor Company (NYSE:F) Bernstein’s 41st Annual Strategic Decisions Conference May 28, 2025 4:30 PM ET Company Participants John Lawler - Vice Chair Conference Call Participants Daniel Roeska - Bernstein Daniel Roeska All right. Good afternoon, everybody. Thanks very much for spending this hour with us and not having cocktails yet. I know that you have to whiz off right after. So, you'll miss that part. Ladies and gentlemen, welcome to our fireside chat with John Lawler, Vice Chair of Ford. John, thanks ...

Core Viewpoint - Euro Manganese Inc. has successfully closed a financing package totaling approximately C$11.3 million (A$12.3 million) to support the development of the Chvaletice Manganese Project following shareholder approval at the Annual General and Special Meeting [2][3][6] Financing Details - The financing package includes a private placement of common shares and CHESS Depositary Interests amounting to C$9.8 million (A$10.8 million) and a Share Purchase Plan raising A$1.5 million (C$1.4 million) [2][5][10] - The Placement involved the issuance of 54,578,350 New Securities, including 39,671,662 New Shares at C$0.18 each and 14,906,688 New CDIs at A$0.195 each [5][10] - The Share Purchase Plan consisted of 7,692,307 New CDIs at A$0.195 each, generating gross proceeds of A$1.5 million [10][11] Key Investors - Significant participation from the European Bank for Reconstruction and Development (EBRD) and Eric Sprott, with EBRD acquiring 21,400,000 units for C$3,852,000, increasing its ownership to 17.48% [18][19] - Eric Sprott acquired 16,666,666 units for C$3,000,000, representing approximately 11.7% of the outstanding shares on a non-diluted basis [21][22] Use of Proceeds - The net proceeds from the financing will be allocated to the ongoing development of the Chvaletice Manganese Project, including customer engagements, operation of the demonstration plant, and advancing permitting [3][6] Option Grant - The company granted stock options to directors, officers, employees, and consultants to purchase up to 7,020,000 common shares at an exercise price of CAD$0.19, with vesting schedules outlined [24][25] Company Overview - Euro Manganese is focused on producing high-purity manganese for the electric vehicle industry, advancing the Chvaletice Manganese Project in the Czech Republic, and exploring opportunities in Bécancour, Québec [27][28]

The chipmaker just answered bears who feared the company's growth streak had stalled.To say that investors were on the edge of their seats ahead of Nvidia's (NVDA -0.27%) highly anticipated financial report may well be an understatement. As the poster child for the artificial intelligence (AI) revolution, the company has become the benchmark for the tech industry at large and the yardstick by which progress in AI is being measured.While the chipmaker delivered better-than-anticipated results on both the top ...

Core Insights - Nordson reported revenue of $682.94 million for the quarter ended April 2025, marking a year-over-year increase of 5% and exceeding the Zacks Consensus Estimate by 1.39% [1] - The company's EPS for the same period was $2.42, up from $2.34 a year ago, with a surprise of 2.54% over the consensus estimate [1] Financial Performance Metrics - Net Sales in Industrial Precision Solutions were $318.85 million, below the average estimate of $322.96 million, reflecting a year-over-year decline of 13.1% [4] - Net Sales in Advanced Technology Solutions reached $161.28 million, surpassing the average estimate of $142.32 million, with a year-over-year increase of 40.6% [4] - Net Sales in Medical and Fluid Solutions totaled $202.81 million, slightly below the average estimate of $204.99 million, showing a year-over-year growth of 20% [4] Operating Profit Analysis - Operating profit for Advanced Technology Solutions was $31.56 million, exceeding the average estimate of $27.56 million [4] - Operating profit for Medical and Fluid Solutions was $56.81 million, also above the average estimate of $55.41 million [4] - Operating profit for Industrial Precision Solutions was $95.72 million, falling short of the average estimate of $108.47 million [4] - Corporate operating loss was reported at -$15.34 million, better than the average estimate of -$16.33 million [4] Stock Performance - Nordson's shares have returned +4.9% over the past month, compared to a +7.4% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Core Insights - Veeva Systems reported revenue of $759.04 million for the quarter ended April 2025, reflecting a year-over-year increase of 16.7% and surpassing the Zacks Consensus Estimate by 4.27% [1] - The company's EPS for the quarter was $1.97, up from $1.50 in the same quarter last year, resulting in an EPS surprise of 13.22% compared to the consensus estimate of $1.74 [1] Financial Performance Metrics - Non-GAAP Gross Margin for Professional Services and other was reported at 33.6%, exceeding the average estimate of 26.6% by nine analysts [4] - Non-GAAP Gross Margin for Subscription services was 88.1%, higher than the estimated 86% by nine analysts [4] - Subscription services revenue reached $634.77 million, surpassing the average estimate of $615.93 million and showing an 18.9% year-over-year increase [4] - Professional services and other revenue was $124.28 million, exceeding the average estimate of $112.07 million, with a year-over-year change of 6.8% [4] - Veeva R&D Solutions generated $77.71 million in revenue, compared to the estimated $64.87 million, marking a 14.9% increase year-over-year [4] - Subscription services revenue from Veeva R&D Solutions was $329.36 million, slightly above the estimate of $328.16 million, reflecting a 20.8% year-over-year increase [4] - Subscription services revenue from Veeva Commercial Solutions was $305.41 million, exceeding the average estimate of $287.80 million, with a year-over-year change of 16.9% [4] - Professional services and other revenue from Veeva Commercial Solutions was $46.57 million, slightly below the average estimate of $46.98 million, showing a year-over-year decline of 4.5% [4] Stock Performance - Veeva's shares have returned +2.8% over the past month, while the Zacks S&P 500 composite has increased by +7.4% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Financial Performance - HP reported $13.22 billion in revenue for the quarter ended April 2025, a year-over-year increase of 3.3% [1] - The EPS for the same period was $0.71, down from $0.82 a year ago, representing a decline of 13.4% [1] - The reported revenue was a surprise of -1.51% compared to the Zacks Consensus Estimate of $13.42 billion [1] - The EPS surprise was -11.25% against the consensus estimate of $0.80 [1] Key Metrics - Days in accounts payable were 130 days, better than the two-analyst average estimate of 134 days [4] - Days of sales outstanding in accounts receivable were 30 days, slightly above the average estimate of 29 days [4] - Days of supply in inventory were 70 days, compared to the average estimate of 73.5 days [4] Revenue Breakdown - Net revenue from Personal Systems - Commercial PS was $6.79 billion, below the average estimate of $6.99 billion, with a year-over-year change of +8.7% [4] - Net revenue from Personal Systems - Consumer PS was $2.24 billion, slightly above the average estimate of $2.20 billion, representing a +2.5% year-over-year change [4] - Total net revenue from Personal Systems was $9.02 billion, below the average estimate of $9.19 billion, with a +7.1% year-over-year change [4] - Net revenue from Printing - Supplies was $2.73 billion, slightly below the average estimate of $2.75 billion, reflecting a -4.9% year-over-year change [4] - Net revenue from Printing - Commercial Printing was $1.17 billion, below the average estimate of $1.19 billion, with a -3.2% year-over-year change [4] - Net revenue from Printing - Consumer Printing was $289 million, slightly above the average estimate of $287.61 million, representing a -3.3% year-over-year change [4] - Total net revenue from Printing was $4.18 billion, below the average estimate of $4.23 billion, reflecting a -4.3% year-over-year change [4] Operational Earnings - Earnings from operations in Printing were $814 million, exceeding the average estimate of $795.04 million [4] - Earnings from operations in Personal Systems were $409 million, below the average estimate of $532.89 million [4] Stock Performance - HP shares returned +11.1% over the past month, outperforming the Zacks S&P 500 composite's +7.4% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance in the near term [3]

Core Insights - Nvidia reported $44.06 billion in revenue for the quarter ended April 2025, marking a year-over-year increase of 69.2% and exceeding the Zacks Consensus Estimate of $42.91 billion by 2.67% [1] - The company's EPS for the same period was $0.81, compared to $0.61 a year ago, although it fell short of the consensus estimate of $0.85 by 4.71% [1] Revenue Breakdown - OEM and Other revenue was $111 million, below the estimated $118.18 million, but showed a year-over-year increase of 42.3% [4] - Automotive revenue reached $567 million, slightly below the $578 million estimate, with a year-over-year growth of 72.3% [4] - Professional Visualization revenue was $509 million, in line with the $506.35 million estimate, reflecting a 19.2% year-over-year increase [4] - Data Center revenue was $39.11 billion, surpassing the $38.50 billion estimate, with a significant year-over-year increase of 73.4% [4] - Gaming revenue was reported at $3.76 billion, exceeding the $2.80 billion estimate, representing a 42.2% year-over-year growth [4] - Data Center Networking revenue was $4.96 billion, significantly above the $3.34 billion estimate [4] - Data Center Computer revenue was $34.16 billion, slightly below the $35.97 billion estimate [4] Stock Performance - Nvidia's shares have returned +24.3% over the past month, outperforming the Zacks S&P 500 composite's +7.4% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Dollar Tree (DLTR) closed the latest trading day at $89.34, indicating a -1.13% change from the previous session's end. The stock fell short of the S&P 500, which registered a loss of 0.56% for the day. Elsewhere, the Dow lost 0.58%, while the tech-heavy Nasdaq lost 0.51%.Shares of the discount retailer have appreciated by 11.71% over the course of the past month, outperforming the Retail-Wholesale sector's gain of 5.88% and the S&P 500's gain of 7.37%.The investment community will be paying close attention ...

In the latest market close, Paccar (PCAR) reached $94.05, with a -0.97% movement compared to the previous day. The stock's change was less than the S&P 500's daily loss of 0.56%. On the other hand, the Dow registered a loss of 0.58%, and the technology-centric Nasdaq decreased by 0.51%.Shares of the truck maker have appreciated by 5.18% over the course of the past month, underperforming the Auto-Tires-Trucks sector's gain of 16.76% and the S&P 500's gain of 7.37%.Analysts and investors alike will be keeping ...

Explore the exciting world of Academy Sports and Outdoors (ASO 0.10%) with our expert analysts in this Motley Fool Scoreboard episode. Check out the video below to gain valuable insights into market trends and potential investment opportunities!*Stock prices used were the prices of April 23, 2025. The video was published on May 28, 2025. ...