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Valmont Industries (VMI) 2025 Conference Transcript
2025-06-11 21:45
Valmont Industries (VMI) 2025 Conference June 11, 2025 04:45 PM ET Speaker0 Good afternoon, everyone. My name is David Kieran. I am part of the investment banking team at Wells Fargo Securities, and I'm pleased to be joined on the stage this afternoon with Valmont Industries, our time at the Wells Fargo Conference CFO, Executive Vice President and Chief Financial Officer, Tom Ligori and Senior Vice President of Investor Relations and Treasurer, Renee Campbell are here with us today. Thank you for joining us ...
Peace of Mind at Home | Powerwall & Solar
Tesla· 2025-06-11 20:54
We've got more than 5 million people across the state of Florida right now without power. Everybody in the neighborhood had a generator. And 72 hours later, after all the noise from the generators, which was 24 hours a day, couldn't get gas.So, nobody could get electricity and all of a sudden the place went dark. We upgraded our solar to a 12 kW system and got two power walls at our home in Florida. And for me to be able to not have to worry in the middle of the night about all of this because it was just s ...
DTE Energy completes its third new solar park of 2025, while partnering with communities to drive economic development in local townships
Prnewswire· 2025-06-11 16:53
Polaris Solar Park will power more than 23,000 homes with clean, renewable energy and deliver millions in tax revenuesDETROIT, June 11, 2025 /PRNewswire/ -- DTE Energy (NYSE: DTE), Michigan's largest producer of and investor in renewable energy, announced at a ribbon-cutting ceremony today that it has completed construction on its Polaris Solar Park. Located in Washington and North Star Townships in Gratiot County, the 100-megawatt solar park will generate enough clean energy to power more than 23,000 homes ...
Top Wind Energy Stocks to Keep an Eye on For Solid Returns
ZACKS· 2025-06-11 15:31
Key Takeaways NEE added 1,365 MW wind and 755 MW battery capacity in 2024, expanding its U.S. and Canada footprint. POR plans major renewable asset additions, backed by strong load growth from data center demand. Arcosa is gaining from robust wind tower demand and $1.1B in new orders following the IRA passage.An updated edition of the April 29, 2025 article.With rising global awareness and government pressure to reduce greenhouse gas emissions, renewable sources of energy have taken over fossil fuels for ...
MIND Technology(MIND) - 2026 Q1 - Earnings Call Transcript
2025-06-11 14:00
MIND Technology (MIND) Q1 2026 Earnings Call June 11, 2025 09:00 AM ET Speaker0 Greetings. Welcome to MIND Technologies First Quarter Fiscal twenty twenty six Earnings Conference Call. At this time, participants are in a listen only mode. A question and answer session will follow the formal presentation. As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, Zach Vaughan. Thank you, sir. You may begin. Speaker1 Thank you, operator. Good morning, welcome to the MIND T ...
JinkoSolar Earns RETC's "Overall Highest Achiever" Award for the Sixth Consecutive Year
Prnewswire· 2025-06-11 13:00
SHANGRAO, China, June 11, 2025 /PRNewswire/ -- JinkoSolar Holding Co., Ltd. (the "Company," or "JinkoSolar") (NYSE: JKS), one of the largest and most innovative solar module manufacturers in the world, today announced that it has been recognized as Overall Highest Achiever in Renewable Energy Testing Center's ("RETC") 2025 PV Module Index Report ("PVMI"). This marks the sixth consecutive year that JinkoSolar has earned this distinction, solidifying its leadership in the solar industry.RETC's PVMI evaluates ...
Founder Group Secures Additional Contracts with Solar Installation Companies in Malaysia of US$ 1.5 Million
Globenewswire· 2025-06-11 12:00
KUALA LUMPUR, Malaysia, June 11, 2025 (GLOBE NEWSWIRE) -- Founder Group Limited (NASDAQ: FGL) ("Founder Group" or the "Company"), a leading engineering, procurement, construction, and commissioning (EPCC) solutions provider for solar photovoltaic (PV) systems in Malaysia, is pleased to announce that it has secured additional contracts with prominent solar installation companies in Malaysia. This press release contains forward-looking statements that reflect our current expectations and views of future event ...
韩国芯片,要成为世界第一
半导体芯闻· 2025-06-11 10:08
如果您希望可以时常见面,欢迎标星收藏哦~ 来源:内容 编译自 zdnet 。 "我们要以压倒性的超级差距和超级技术,打造世界第一的半导体大国。" 这是李在明总统4月28日当选民主党总统候选人后,通过脸书透露的雄心壮志。他从竞选时就承诺 全力支持半导体产业。 11日,半导体业界对李总统大力支持尖端半导体产业感到兴奋不已,同时,也密切关注韩国将如 何制定具体的政策和方向,使韩国成为半导体第一大国。 民主党于4月将相关法案指定为速决法案。业界预测该法案将于今年10月中旬左右 在国会全体会议 上获得通过。目前国会正在审议的《半导体特别法》包含多项支持内容,例如半导体人才培养、最 高10%的生产税抵免以及研发支持等。 总统表示,"我们的半导体特别法因为执政党的梦想而未能在国会获得通过",并强调,"通过制定 半导体特别法,我们将使企业能够集中精力进行半导体的开发和生产,打造拥有压倒性超级差距和 超级技术的世界第一半导体大国"。 然而,作为《半导体特别法》主要议题的"每周52小时工作制例外"条款是否会被纳入法案尚不确 定。李总统自竞选以来一直坚持《半导体特别法》应该获得通过的立场,但对52小时工作制例外 条款的适用却保持沉 ...
创新模块化开启储能产业发展新时代白皮书
沙利文· 2025-06-10 23:30
Innovative Modularisation Ushers in New Era of Energy Storage lndustry|2025/05 Innovative Modularisation Ushers in New Era of Energy Storage lndustry|2025/05 Table of Contents Chapter 1: Overview of Global Solar Photovoltaic Market | 1.1 | Importance | of | Global | Energy | Transition | and | Renewable | Energy | | | | -------- | 04 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1.2 | Current | | Development | Status | of Solar | Photovoltaic | Industry | and | It ...
McEwen Mining (MUX) Conference Transcript
2025-06-10 16:00
Summary of McEwen Mining and McEwen Copper Conference Call Company Overview - **Company Name**: McEwen Mining (Ticker: MUX) and McEwen Copper - **Key Personnel**: Rob McEwen (Chairman and Chief Owner), Michael Ametting (VP and General Manager of McEwen Copper) [2][1] Industry Insights - **Copper Market**: The current market for commodities, particularly copper, is seen as opportune due to projected deficits and increasing demand driven by electric vehicles, renewable energy, and AI infrastructure [6][7] - **Gold Market**: Historical trends indicate that gold prices are expected to rise, with potential future scenarios where gold could significantly outperform the Dow Jones Industrial Average [8][9] Key Projects - **Los Azules Project**: - Located in the Andes along the border of Chile and Argentina, it is projected to be one of the largest copper deposits that can be developed [34][18] - McEwen Mining owns 46.4% of McEwen Copper, which owns 100% of the Los Azules project [34][35] - The project aims to produce "green copper" with a focus on sustainability and minimal environmental impact [26][31] Financial Performance - **Stock Performance**: Since September 2022, McEwen Mining's stock has increased by 221% [14] - **Production Guidance**: For 2024, total production is expected to be between 120,000 and 140,000 gold equivalent ounces, with an all-in sustaining cost of up to $2,000 per ounce [47] - **Cash Flow**: Positive cash flow is anticipated, with projections of around $30 million for the year [82] Strategic Initiatives - **Sustainability Focus**: McEwen Copper is committed to environmentally responsible mining practices, including the use of heap leaching technology to minimize water usage and eliminate the need for tailings dams [31][57] - **Community Engagement**: The company plans to create over 1,000 high-quality jobs in the San Juan region, emphasizing safety, dignity, and livability for workers [28][27] Future Plans - **Financing for Los Azules**: The project requires approximately $3 billion in financing, with expectations of strategic investors contributing significantly [59][60] - **IPO Plans**: An IPO for McEwen Copper is anticipated post-feasibility study, which is expected to be completed in late July or early Q3 [65][66] Market Positioning - **Valuation Comparisons**: McEwen Copper's valuation is considered attractive compared to other projects in the region, with significant upside potential based on resource size and market conditions [37][38] - **Exploration Potential**: The company has identified multiple exploration targets within its property, indicating substantial growth opportunities [42][80] Risks and Challenges - **Inflation and Costs**: Inflation in Argentina has been a concern, with costs expected to rise by approximately 20% internationally [39][40] - **Geotechnical Considerations**: Recent drilling has revealed complexities in the deposit that may impact future mining operations [78][79] Conclusion - McEwen Mining and McEwen Copper are positioned to capitalize on the growing demand for copper and gold, with a strong focus on sustainability and community impact. The upcoming feasibility study and strategic financing efforts are critical for advancing the Los Azules project and enhancing shareholder value [84][90]