J P M O R G A N Europe Equity Research 04 May 2025 Iron ore Price resilience amidst global turmoil; maintain $100/t for 2025 Key takeaways from our iron ore sector review: 1) Global steel output has started the year relatively flat, with output down 0.4% in Q1 (China +0.6% / RoW -1.7%); following GDP growth cuts from our Economics Team, we now expect global steel production to fall 5Mt in 2025 from 20Mt growth previously (China unchanged at -1.5% YoY), 2) Iron ore supply has been disrupted through Q1 follow ...

Potash prices rise modestly. SE-Asia MOP prices were +$5/t to $335-355/t cfr WoW while Pupuk still has to award its MOP tender post various suppliers rejecting its second counterbid of $338/t cfr (while most suppliers are looking for $360/t cfr and more). US NoLa MOP prices were +$2/st to $315-320/st fob as the market is relatively quiet post the tariff exemptions, and farmers are overall well-covered for spring season needs; summer fills typically start in June. NW-EU MOP prices stable at €340-360/t cif Wo ...

Piedmont Lithium (PLL) Q1 2025 Earnings Call May 07, 2025 04:30 PM ET Speaker0 Thank you for standing by. My name is Carrie, and I will be your conference operator today. At this time, I would like to welcome everyone to the Q1 twenty twenty five Piedmont Lithium Earnings Conference Call. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question and answer session. Thank you. I would now like to turn the call over to Mr. John Coslow, Investor R ...

又是一年春招季，也进入公务员和事业编"上岸"的高峰期。2025年度国考报考人数再创新高：341.6万考生通过资格审查，与录用计划数比例约为86:1。 考公考编的热潮之下，去年12月的一则新闻曾掀起讨论——日本茨城县宣布自2025年3月起，取消当地县厅事务职员报名考试的国籍限制，许多网友调侃 考公的风终于是吹到了海外，"从全国巡考开拓到全球巡考"。 在海外政府部门工作的南瓜、小张、Astro 在国外"上岸"，一定比国内更容易吗？入职海外政府是同样拥有体面的待遇，还是也面临诸多困扰？一条对话了5位在海外政府部门工作的年轻人，他们 谈到，成功"上岸"，并不一定意味着安心享受躺平的快乐，但一些新的可能性的确蕴藏其中。 海外"考公"，也会面临70：1的竞争 Astro，26岁男生 加拿大政府部门工作1年，现居温哥华 留学毕业后，Astro已在加拿大工作近2年（小红书@加拿大公务～员） 很多人以为在海外"考公"相对轻松，但完全不是。 我现在所在的是不列颠哥伦比亚省（British Columbia，下简称BC省）省政府的一个行政岗位。在加拿大应聘政府部门没有国考这样的统一考试，流程和 应聘普通企业基本一样——投简历、参加 ...

Voya Financial First Quarter 2025 Call Information contained herein is proprietary, confidential and non-public and is not for public release. Forward-Looking and Other Cautionary Statements Key Themes & Strategic Priorities Information contained herein is proprietary, confidential and non-public and is not for public release. 3 Investor Value Proposition Diverse, complementary and capital-light businesses with attractive returns Consistent strong free cash flow Healthy balance sheet 1Q'25 Highlights Inform ...

Financial Data and Key Metrics Changes - Third quarter revenues reached $58.4 million, representing a 21% year-over-year increase [7][18] - Adjusted EBITDA increased by 27% year-over-year to $6.4 million, with an adjusted EBITDA margin improvement of 50 basis points to 11% [10][23] - Gross margin improved to 81%, up from 78.9% in the prior year [21] - Adjusted non-GAAP net income was $3.5 million, or $0.26 per fully diluted share, compared to $2.8 million, or $0.21 per fully diluted share in the prior year [22] Business Line Data and Key Metrics Changes - The MINDBODY GLP-one system was the primary growth driver, with U.S. revenues growing by 31% year-over-year [8] - Active accounts in the Americas increased by 17% year-over-year, with a 13% increase in independent consultants and a 19% increase in customers [11] - Subscription orders showed positive trends, with 85% of new customers opting for subscriptions during the quarter [30] Market Data and Key Metrics Changes - Revenue in the Americas increased by 29.5% to $48.2 million, while revenue in Asia Pacific and Europe decreased by 7.2% to $10.2 million [19][20] - Japan's revenue increased by 2.7% on a constant currency basis, reflecting the launch of the MINDBODY system [20] Company Strategy and Development Direction - The company is focused on enhancing digital capabilities, building brand awareness, and maintaining strong profitability metrics while funding growth initiatives [15] - The EVOLVE compensation plan aims to provide consultants with multiple income streams and support their business growth [13] - The company plans to complete the global rollout of the MINDBODY system in remaining markets later this year [15] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the MINDBODY system's potential for long-term transformational impact on the business [16] - The company anticipates fiscal year 2025 revenue to be between $228 million and $235 million, representing a 16% increase year-over-year at the midpoint [25] - Management acknowledged challenges in international markets but remains optimistic about future growth opportunities [38] Other Important Information - The company held its annual global convention, revealing positive results from a clinical study on the MINDBODY system, which showed an average increase of GLP-one levels by over 200% [14][15] - A quarterly cash dividend of $0.45 per share was announced, totaling approximately $600,000 [25] Q&A Session Summary Question: What percentage of new customers are coming in on subscription? - Management noted a slight decline in active accounts sequentially, but subscription rates increased, with 85% of new customers on subscriptions during the quarter [30] Question: Are there more purchases in stacks versus standalone products? - Management confirmed that about 55% of revenue during the quarter was from standalone MINDBODY products, while 45% were from stacked purchases with other products [32] Question: What is the reason for the revenue outlook change? - Management indicated that the revenue reduction is due to both past results and anticipated results, with challenges from the initial product launch now resolved [36][38] Question: What have been the learnings about the MINDBODY product? - Management highlighted the importance of educating the sales force on the product's long-term health benefits rather than positioning it solely for weight loss [44][48]

Diamondback Energy (FANG) Q1 2025 Earnings Call May 06, 2025 09:00 AM ET Company Participants Adam Lawlis - VP, IRTravis Stice - Chairman and CEONeil Mehta - Head of Americas Natural Resources Equity ResearchKaes Van't Hof - PresidentScott Hanold - Managing Director - Energy ResearchDavid Deckelbaum - Managing Director: Sustainability & Energy TransitionDanny Wesson - COOJohn Freeman - Managing DirectorBob Brackett - Head - Research DivisionScott Gruber - Director - Oilfield Services & Equipment ResearchDer ...

Diamondback Energy (FANG) Q1 2025 Earnings Call May 06, 2025 09:00 AM ET Company Participants Adam Lawlis - VP, IRTravis Stice - Chairman and CEONeil Mehta - Head of Americas Natural Resources Equity ResearchKaes Van't Hof - PresidentScott Hanold - Managing Director - Energy ResearchDavid Deckelbaum - Managing Director: Sustainability & Energy TransitionDanny Wesson - COOJohn Freeman - Managing DirectorBob Brackett - Head - Research DivisionScott Gruber - Director - Oilfield Services & Equipment ResearchDer ...

Diamondback Energy (FANG) Q1 2025 Earnings Call May 06, 2025 09:00 AM ET Speaker0 Good day, and thank you for standing by. Welcome to the Diamondback Energy First Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. After the speakers' presentation, there will be a question and answer session. To ask a question during the session, you will need to press 11 on your telephone. You will then hear an automated message advising your hand is raised. To wit ...

Welltower Inc. (WELL) boasts a diversified portfolio of healthcare real estate assets in the key markets of the United States, Canada and the U.K. The favorable senior housing industry, restructuring efforts and a healthy balance sheet are likely to continue aiding this Toledo, OH-based healthcare real estate investment trust (REIT) to ride the growth curve.Analysts seem bullish on this Zacks Rank #2 (Buy) company. The Zacks Consensus Estimate for WELL’s 2025 FFO per share has moved 3 cents northward over t ...