MP Materials Corp. (NYSE:MP) BofA Securities 2025 Commodities Conference June 22, 2025 12:00 PM ET Company Participants Ryan S. Corbett - Chief Financial Officer Conference Call Participants Michael Widmer - BofA Securities, Research Division Operator Ladies and gentlemen, the program is about to begin. [Operator Instructions] At this time, it is my pleasure to turn the program over to your host, Michael Widmer. Please go ahead. Michael Widmer Thank you very much, and good morning, good afternoon, everyone. ...

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Group 1 - The company reported first-quarter adjusted earnings per share of $1.49, exceeding the analyst consensus estimate of $1.46 [1] - Quarterly sales were $45.12 billion, slightly missing the expected $45.19 billion, with identical sales excluding fuel increasing by 3.2% [1] - Gross margin improved to 23% from 22% year-over-year, driven by the sale of Kroger Specialty Pharmacy, lower shrink, and reduced supply chain costs [2] Group 2 - The CFO expressed confidence in raising the guidance for identical sales excluding fuel to a range of 2.25% to 3.25%, despite the uncertain macroeconomic environment [3] - Following the earnings announcement, Kroger shares increased by 2.4% to $73.72 [3] - Analysts adjusted their price targets for Kroger, with Deutsche Bank raising it from $57 to $67, Telsey Advisory Group from $73 to $82, UBS from $66 to $74, Guggenheim from $73 to $78, and Morgan Stanley from $71 to $76 [5]

Core Insights - SSR Mining Inc. (SSRM) reached a new 52-week high of $13.46, closing at $12.74, driven by the restart of Seabee mine operations and high gold and silver prices [1][11] - SSRM has a market capitalization of $2.6 billion and holds a Zacks Rank 2 (Buy) [1] Seabee Mine Operations - Operations at the Seabee mine resumed on June 13, 2025, after a two-week suspension due to power outages caused by nearby forest fires [2] - The mine produced 26,001 ounces of gold in Q1 2025, reflecting a 9.4% year-over-year increase [2] Production Projections - SSRM expects the Seabee mine to produce between 70,000 and 80,000 ounces of gold in 2025, with a cost of sales projected at $1,230-$1,270 per payable ounce and an all-in sustaining cost (AISC) of $1,710-$1,750 per payable ounce [3] Acquisition of CC&V Mine - On March 3, 2025, SSRM completed the acquisition of the Cripple Creek & Victor (CC&V) mine from Newmont Corporation, positioning SSRM as the third-largest gold producer in the U.S. [4][11] - CC&V has reported gold Mineral Reserves of 2.4 million ounces, with an 85% year-over-year increase from 2023 [5] Production Increase from CC&V - The addition of the CC&V mine is expected to boost SSRM's annual gold production by 170,000 ounces [6] Development and Exploration Efforts - In Q1 2025, SSRM invested $12.2 million in the Hod Maden project, focusing on engineering and early-stage site development [7] - The company is advancing exploration and development initiatives across its asset portfolio to identify high-return, low-capital opportunities [7] Metal Price Trends - Silver prices reached a 13-year high above $36 per ounce, driven by investor demand for safe assets amid global uncertainty [8] - Gold prices have been influenced by geopolitical tensions, a depreciating U.S. dollar, potential monetary policy easing, and central bank purchases, with gold breaking through the $3,500-per-ounce threshold in April 2025 [9] Stock Performance - SSRM shares have surged 177% over the past year, contrasting with a 1.3% decline in the industry [12]

Core Viewpoint - Growth stocks are appealing due to their potential for above-average financial growth, but identifying strong growth stocks can be challenging due to associated risks and volatility [1] Company Overview: Mama's Creations, Inc. - Mama's Creations, Inc. (MAMA) is currently recommended as a growth stock by the Zacks Growth Style Score system, which evaluates a company's real growth prospects beyond traditional metrics [2] - The company holds a favorable Growth Score and a top Zacks Rank, indicating strong potential for performance [2] Earnings Growth - Historical EPS growth for Mama's Creations, Inc. stands at 14.4%, but projected EPS growth is significantly higher at 77.8% for the current year, surpassing the industry average of 6.2% [4] Asset Utilization - The asset utilization ratio (sales-to-total-assets ratio) for Mama's Creations, Inc. is 2.7, indicating that the company generates $2.7 in sales for every dollar in assets, compared to the industry average of 0.9, showcasing superior efficiency [6] Sales Growth - The company's sales are projected to grow by 16.6% this year, which is substantially higher than the industry average growth of 0.5% [7] Earnings Estimate Revisions - The current-year earnings estimates for Mama's Creations, Inc. have been revised upward, with the Zacks Consensus Estimate increasing by 6.7% over the past month, indicating positive momentum [9] Conclusion - Mama's Creations, Inc. has achieved a Zacks Rank of 2 and a Growth Score of A, positioning it well for potential outperformance in the growth stock category [11]

Core Viewpoint - Growth stocks are appealing due to their potential for above-average financial growth, but identifying strong candidates involves navigating inherent risks and volatility [1] Group 1: Company Overview - RF Industries, Ltd. (RFIL) is currently highlighted as a promising growth stock by the Zacks Growth Style Score system, which evaluates a company's growth prospects beyond traditional metrics [2] - The company has a historical EPS growth rate of 33%, with projected EPS growth of 366.7% this year, significantly outperforming the industry average of -4% [5] Group 2: Financial Metrics - The asset utilization ratio for RF Industries is 1.03, indicating that the company generates $1.03 in sales for every dollar in assets, compared to the industry average of 0.48, showcasing superior efficiency [6] - RF Industries is also expected to achieve a sales growth of 17.8% this year, while the industry average is stagnant at 0% [7] Group 3: Earnings Estimates - There has been a positive trend in earnings estimate revisions for RF Industries, with the Zacks Consensus Estimate for the current year increasing by 7.7% over the past month [9] - The combination of strong earnings estimate revisions and favorable growth metrics has positioned RF Industries as a Zacks Rank 1 stock, indicating strong buy potential [11]

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Core Insights - A study from the University of Oxford reveals that Uber's dynamic pricing strategy has resulted in increased fares for passengers while simultaneously decreasing earnings for drivers, thereby enhancing Uber's revenue share [3][4]. Summary by Categories Pricing and Earnings - The research indicates that Uber's commission, or "take rate," has increased from approximately 25% to 29%, with some instances where Uber takes over half of the fare value [4]. - Drivers' hourly income, adjusted for inflation, has decreased from over £22 to just over £19 before operating costs, indicating a decline in driver earnings despite higher passenger fares [4]. Driver Experience - The study highlights that drivers are now spending more unpaid time waiting for rides compared to previous periods, which further impacts their overall earnings [4]. Research Findings and Implications - The findings underscore a growing disparity between what customers pay and what drivers receive, raising concerns about transparency and fairness within the gig economy [5]. - This research will be presented at the ACM Conference on Fairness, Accountability, and Transparency (FAccT 2025) [5].