Financial Performance - In Q2 2025, Methanex reported net income of $64 million ($0.93 per diluted share), down from $111 million ($1.44 per diluted share) in Q1 2025 [3][14] - Adjusted EBITDA for Q2 2025 was $183 million, compared to $248 million in Q1 2025 [3][7] - The average realized price in Q2 2025 was $374 per tonne, a decrease from $404 per tonne in Q1 2025 [7][14] Production and Sales - Methanex produced 1,621,000 tonnes of methanol in Q2 2025, slightly up from 1,619,000 tonnes in Q1 2025 [7][14] - Total sales volume in Q2 2025 was 2,133,000 tonnes, down from 2,217,000 tonnes in Q1 2025 [8][14] - Sales of Methanex-produced methanol were 1,528,000 tonnes in Q2 2025, compared to 1,703,000 tonnes in Q1 2025 [14] Acquisition and Strategic Position - The company completed the OCI Acquisition on June 27, 2025, which includes two methanol facilities in Beaumont, Texas, enhancing its production footprint [4][14] - The acquisition is expected to provide access to a stable and economic supply of natural gas feedstock, crucial for methanol production [4][14] - The integration of the acquired business is a focus for the company to capture its full strategic value [4] Cash Position and Dividends - As of June 30, 2025, Methanex had a cash balance of $485 million, or $459 million excluding non-controlling interests [7][14] - The company returned $12.5 million to shareholders through dividends in Q2 2025, with a dividend of $0.185 per common share [7][14] Production Highlights by Region - Geismar produced 829,000 tonnes in Q2 2025, up from 617,000 tonnes in Q1 2025, while Trinidad's Titan plant produced 216,000 tonnes, an increase from 137,000 tonnes [16][20] - Production in Chile decreased to 295,000 tonnes in Q2 2025 from 429,000 tonnes in Q1 2025 due to the idling of the Chile 4 plant [19] - New Zealand's production fell to 53,000 tonnes in Q2 2025 from 160,000 tonnes in Q1 2025 due to a temporary idling of operations [21] Outlook - The company expects 2025 production, including newly acquired assets, to be approximately 8.0 million tonnes [24] - For Q3 2025, Methanex anticipates higher Adjusted EBITDA compared to Q2, despite a lower average realized price [25]

Core Viewpoint - Euroholdings Ltd has reported its financial results for the first quarter of 2025, highlighting a significant net income increase due to a gain from the sale of a vessel, despite a decrease in net revenues compared to the previous year [1][4][10]. Financial Highlights - Total net revenues for Q1 2025 were $2.9 million, a 24.9% decrease from $3.8 million in Q1 2024, attributed to operating only two vessels compared to three in the prior year [6][10]. - The company recorded a net income of $11.1 million for Q1 2025, compared to $1.5 million in Q1 2024, largely due to a $10.23 million gain from the sale of the vessel M/V Diamantis P [10][11]. - Adjusted net income for Q1 2025 was $0.9 million, or $0.31 per share, down from $1.5 million, or $0.54 per share, in Q1 2024 [12][39]. - Average time charter equivalent rate increased to $15,798 per day in Q1 2025, a 7.3% rise from $14,725 per day in Q1 2024 [4][6]. Recent Developments - On June 23, 2025, shareholders associated with the Pittas family sold 51.04% of the company's outstanding shares to Marla Investments Inc., an affiliate of the Latsis family, while retaining a 7.6% interest [3]. - The management team remains unchanged, with Eurobulk Ltd continuing to provide management services [3]. Operational Performance - The average number of vessels operated in Q1 2025 was 2.1, down from 3.0 in Q1 2024, impacting overall revenue generation [6][14]. - Total daily vessel operating expenses averaged $8,511 per vessel per day in Q1 2025, up from $7,492 in Q1 2024, primarily due to increased general and administrative expenses [5][6]. Fleet Profile - Euroholdings operates a fleet of 2 feeder container carriers with a total capacity of 3,171 TEU [43]. - The vessels are employed on period charters, with the fleet's average time charter equivalent rate reflecting improved market conditions [4][43].

Core Viewpoint - Euroseas Ltd. reported strong financial results for the first quarter of 2025, with significant increases in net revenues and net income, reflecting a robust containership market and effective fleet management strategies [1][4][10]. Financial Performance - Total net revenues for Q1 2025 were $56.3 million, a 20.6% increase from $46.7 million in Q1 2024 [6][10]. - Net income for the period was $36.9 million, compared to $20.0 million in the same quarter of the previous year [10]. - Adjusted net income was $26.2 million, or $3.76 per share, up from $18.5 million, or $2.67 per share, in Q1 2024 [19][56]. - Adjusted EBITDA reached $37.1 million, compared to $24.6 million in Q1 2024 [17][53]. Fleet and Operations - The company operated an average of 23.68 vessels in Q1 2025, compared to 19.60 vessels in Q1 2024, with an average time charter equivalent rate of $27,563 per day [10][23]. - Fleet utilization was 99.2% in Q1 2025, slightly down from 99.7% in Q1 2024 [23]. - Daily vessel operating expenses decreased to $6,676 from $7,276 in the same quarter of the previous year, attributed to lower operating costs of newer vessels [8][23]. Market Outlook - The containership market showed strength, particularly in the smaller feeder segment, with nearly 100% charter coverage for 2025 and over 65% for 2026 [4][6]. - Despite challenges from a high overall orderbook and geopolitical uncertainties, the fundamentals for feeder and intermediate containerships remain favorable due to historically low orderbooks in these segments [5][4]. Shareholder Returns - The company declared a quarterly dividend of $0.65 per share for Q1 2025, payable on July 16, 2025 [6][7]. - Euroseas has repurchased 463,074 shares for approximately $10.5 million as part of a $20 million share repurchase plan initiated in May 2022 [6][7]. Strategic Initiatives - The company is focused on modernizing its fleet, including retrofitting vessels with energy-saving devices and transferring older ships to a spin-off company [7][4]. - Euroseas aims to identify attractive investment opportunities to enhance shareholder value and drive sustainable returns [7].

TABLE OF CONTENTS As filed with the U.S. Securities and Exchange Commission on May 21, 2025. Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 Jefferson Capital, Inc. (Exact name of registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation or organization) 6153 (Primary Standard Industrial Classification Code Number) 33-1923926 (I.R.S. Employer Identification Numb ...

Financial Performance - For Q1 2025, Methanex reported net income of $111 million, or $1.44 per diluted share, compared to $45 million, or $0.67 per diluted share in Q4 2024 [3][14] - Adjusted EBITDA for Q1 2025 was $248 million, up from $224 million in Q4 2024 [3][8] - The average realized price for methanol in Q1 2025 was $404 per tonne, an increase from $370 per tonne in Q4 2024 [7][8] Production and Sales - Total production for Q1 2025 was 1,619,000 tonnes, down from 1,868,000 tonnes in Q4 2024, primarily due to a planned turnaround at Geismar 2 and an unplanned outage at Geismar 3 [6][14] - Total sales volume in Q1 2025 was 2,217,000 tonnes, compared to 2,564,000 tonnes in Q4 2024 [14] - Methanex-produced methanol sales were 1,703,000 tonnes in Q1 2025, up from 1,455,000 tonnes in Q4 2024 [14] Operational Highlights - Geismar produced 617,000 tonnes in Q1 2025, down from 839,000 tonnes in Q4 2024 due to maintenance and outages [16] - Chile's production increased to 429,000 tonnes in Q1 2025 from 387,000 tonnes in Q4 2024, attributed to improved reliability [17] - Egypt's production decreased to 136,000 tonnes in Q1 2025 from 155,000 tonnes in Q4 2024, impacted by gas availability [20] Future Outlook - The company expects lower Adjusted EBITDA in Q2 2025 compared to Q1 2025, primarily due to the outage at Geismar 3 and a lower average realized price [23] - The acquisition of OCI Global's international methanol business is anticipated to close in the second quarter of 2025 [7][14] - Production guidance for 2025 is expected to be lower than the previously guided 7.5 million tonnes due to the unplanned outage [22]

Financial Performance - TETRA Technologies reported a record first-quarter Adjusted EBITDA of $32.3 million, a 41% increase sequentially and year-over-year, driven by strong performance in Completion Fluids and Products [2][3] - Total revenue for the first quarter was $157 million, reflecting a 17% sequential increase and a 4% increase compared to the previous year [2][8] - Net income before taxes and discontinued operations was $5.1 million, down from $7.4 million in the prior quarter due to unrealized mark-to-market gains [8] Segment Performance - Completion Fluids & Products generated revenue of $93 million, with adjusted EBITDA margins increasing to 35.7% from 27.3% in the previous quarter, supported by stronger deepwater activity [3][9] - Water & Flowback Services experienced a 2% decline in revenue sequentially, but adjusted EBITDA margins improved year-over-year by 340 basis points despite lower frac activity levels [3][11] Outlook and Guidance - The company anticipates a strong second quarter, expecting to benefit from seasonal peaks in European industrial chemicals and the completion of multiple deepwater projects [4] - Adjusted EBITDA guidance for the first half of 2025 has been revised to between $57 million and $65 million, with revenue guidance adjusted to between $315 million and $345 million [4] Cash Flow and Capital Expenditures - TETRA generated $3.9 million in cash from operating activities and $4.2 million in free cash flow during the first quarter, after investing $11.2 million in the Arkansas bromine project [5][18] - Total capital expenditures for the quarter were $18 million, with significant investments directed towards the Arkansas bromine facility [18][20] Balance Sheet and Liquidity - As of March 31, 2025, the company had cash and cash equivalents of $41 million and long-term debt of $180 million, resulting in a net leverage ratio of 1.5X [20][19] - Liquidity improved to $220 million as of April 28, 2025, including an unused $75 million delayed draw feature under the Term Credit Agreement [19] Emerging Growth Initiatives - TETRA is advancing its desalination project, TETRA Oasis TDS, in collaboration with EOG Resources, targeting the recycling of produced water for beneficial reuse [13] - The company is positioned to benefit from increased sales of battery electrolytes to Eos Energy Enterprises as they ramp up production [14]