Core Points - Brookdale Senior Living Inc. is urging shareholders to vote "FOR" its eight nominees listed on the BLUE proxy card in the upcoming 2025 Annual Meeting scheduled for July 11, 2025 [1][2] - The company has filed its definitive proxy statement with the SEC and launched a dedicated website for shareholder information [1][2] - The Board emphasizes its strategic initiatives aimed at enhancing shareholder value and highlights the poor engagement record of Pangaea Ventures, L.P., which seeks to replace six of the eight nominees [2][5] Company Strategy and Performance - The Board has implemented a clear strategy focused on streamlining operations, simplifying the business, and reducing leverage, resulting in a first quarter 2025 same community weighted average occupancy rate of 80% [4][10] - Brookdale's 2025 financial guidance has been raised, with RevPAR growth expectations adjusted from 4.75%-5.75% to 5.00%-5.75% and Adjusted EBITDA guidance increased from $430 million - $445 million to $440 million - $450 million [10][11] - The company is positioned to capitalize on demographic trends, with over one million seniors turning 80 each year through 2036, while new construction of senior housing remains low [14][15] Board Composition and Governance - The Board has undergone significant refreshment, with an average tenure of less than four years expected post-Annual Meeting, and has appointed two new independent directors with extensive industry experience [18][19][20] - The Board is committed to good governance, including a review of director tenure and performance-based long-term incentive awards in response to shareholder feedback [21][22] - The Board's proactive engagement with shareholders and efforts to maintain a constructive dialogue with Ortelius are highlighted, despite Ortelius's poor engagement record [22][26] Market Position and Future Outlook - Brookdale's portfolio is strategically focused on assisted living and memory care services, which are expected to yield higher margins due to the aging baby boomer demographic [15][16] - The company anticipates that returning to a pre-pandemic weighted average occupancy rate of 84.5% could generate approximately $170 million in incremental revenue and $125 million in incremental operating income [12] - Brookdale is well-positioned to address the growing demand for senior living services, with a needs-based product mix that caters to an older population facing chronic conditions [13][15]

VerifyMe (VRME) Q1 2025 Earnings Call May 13, 2025 11:00 AM ET Company Participants Nancy Meyers - CFOAdam Stedham - CEO Conference Call Participants Michael Petusky - Managing Director & Senior Research AnalystJack Vander Aarde - SVP & Senior Research Analyst Operator Good day, and welcome to Verifamy's First Quarter twenty twenty five Financial Results Conference Call. All participants will be in listen only mode. After today's presentation, there will be an opportunity to ask questions. Please note this ...

Loar Holdings (LOAR) Q1 2025 Earnings Call May 13, 2025 10:30 AM ET Company Participants Ian Mckillop - Director - Investor RelationsDirkson Charles - Founder, CEO & Executive Co-ChairmanBrett Milgrim - Executive Co-ChairmanGlenn D’Alessandro - CFOKen Herbert - Managing DirectorSheila Kahyaoglu - Managing DirectorBrad Eyster - Automotive Equity Research Senior Associate Conference Call Participants Kristine Liwag - Analyst Operator Greetings, and welcome to the Lohr Holdings First Quarter twenty twenty five ...

Core Viewpoint - HighPeak Energy, Inc. reported strong financial and operational results for the first quarter of 2025, exceeding production guidance and consensus estimates, while also providing an updated development outlook and increased production guidance for the year [1][3][4]. Financial Performance - The company achieved a net income of $36.3 million, or $0.26 per diluted share, with EBITDAX of $197.3 million, or $1.40 per diluted share [7][13]. - Adjusted net income for the first quarter was $42.7 million, or $0.31 per diluted share [7][13]. - Sales volumes averaged approximately 53.1 MBoe/d, representing a 6% increase from the fourth quarter of 2024 [10][12]. - Average realized prices were $71.64 per barrel of crude oil, $24.21 per barrel of NGL, and $2.34 per Mcf of natural gas, resulting in an overall realized price of $53.84 per Boe [14][39]. Operational Efficiency - HighPeak drilled over 25% faster than previous expectations, completing four additional wells during the first quarter [4][12]. - The company maintained lease operating expenses at an average of $6.61 per Boe, a 3% decrease compared to the previous quarter [7][14]. - Capital expenditures for the first quarter totaled $179.8 million, with expectations for lower quarterly capital expenditures moving forward [15][6]. Capital Discipline - The company moderated its development program by laying down one rig for four months due to global economic uncertainty impacting oil prices, yet remains on track to meet its 2025 guidance [5][6]. - HighPeak reduced long-term debt by $30 million during the quarter and generated free cash flow of $10.7 million [7][21]. Shareholder Value - The Board of Directors declared a quarterly dividend of $0.04 per share, amounting to approximately $5.0 million, payable in June 2025 [7][21]. - Management emphasized alignment with shareholders and a long-term outlook on value creation despite market volatility [9]. Production Guidance - The company updated its 2025 production guidance range to 48,000 – 50,500 Boe/d, narrowing the range and increasing the midpoint [11][12].

Cannae (CNNE) Q1 2025 Earnings Call May 12, 2025 05:00 PM ET Company Participants Jamie Lillis - Managing Director - IR ServicesRyan Caswell - CEOBryan Coy - CFOKenneth Lee - Vice PresidentIan Zaffino - Managing Director Operator Good afternoon, ladies and gentlemen, and welcome to the Cannae Holdings, Inc. First Quarter twenty twenty five Financial Results Conference Call. During today's presentation, all participants will be in a listen only mode. Following the company's prepared remarks, the conference w ...

I’m a fundamental, valuation-driven investor with a strong focus on identifying businesses that have the potential to scale over time and unlock massive terminal value. My investment approach centers around understanding the core economics of a business—its competitive moat, unit economics, reinvestment runway, and management quality—and how those factors translate into long-term free cash flow generation and shareholder value creation. I focus on fundamental research, and I tend to focus on sectors with st ...

Howard Hughes Holdings (HHH) Q1 2025 Earnings Call May 08, 2025 10:00 AM ET Speaker0 Thank you for standing by and welcome to the Howard Hughes Management's First Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in listen only mode. After the speakers' presentation, there will be a question and answer session. As a reminder, today's program is being recorded. And now I'd like to introduce your host for today's program, Eric Holcomb, Senior Vice President of Investor Re ...

GRIFFON OVERVIEW Copyright © 2025 Griffon Corporation. All rights reserved. Q1 FY25 INVESTOR PRESENTATION FEBRUARY 2025 Compelling opportunity for shareholder value creation supported by operating performance, deleveraging and capital allocation priorities $2.6B $528M $3.5B 20% $1.3B 5,160 Revenue Adj. EBITDA Market Cap1 Adj. EBITDA Margin Net debt Employees B R E A K D O W N B Y O P E R A T I N G S E G M E N T CPP 39% Adjusted EBITDA (excl. unallocated) ($millions) Revenue U.S. 82% Int'l 18% $503 $85 CPP H ...

AMG: Strategic Partner to Industry-Leading Independent Investment Firms 30+ years of partnering with leading investment specialists 35+ independent Affiliates offering diverse suite of investment products Q1 2025 Investor Overview 3 ~$712B Assets Under Management Industry-Leading Independent Managers Attractive partnership model self-selects entrepreneurial, growing firms and enables access to specialist capabilities at scale High-Quality, Diverse Product Set Excellent breadth and quality of products manage ...

I give a hold rating for GFL Environmental Inc. ( GFL ) as I believe the current valuation already reflects its strong operational performance and near-term upside. While GFL is executing well, its stock has seen aI’m a fundamental, valuation-driven investor with a strong focus on identifying businesses that have the potential to scale over time and unlock massive terminal value. My investment approach centers around understanding the core economics of a business—its competitive moat, unit economics, reinve ...