IHS TOWERS 1Q25 EARNINGS RESULTS MAY 20, 2025 Forward-Looking Information DISCLAIMER This presentation contains forward-looking statements. We intend such forward-looking statements to be covered by relevant safe harbor provisions for forward-looking statements (or their equivalent) of any applicable jurisdiction, including those contained in Section 27A of the Securities Act of 1933, as amended (the "Securities Act"), and Section 21E of the Securities Exchange Act of 1934, as amended (the "Exchange Act"). ...

19 May 2025 | 6:07AM EDT Charter Communications Inc. (CHTR): Announces agreement to acquire Cox; takeaways with industry context Key takeaways: Per the company, the announced merger (if consummated) will provide Charter with significantly increased scale tied to network, procurement, and other operating costs - with ~$500 mn in announced cost synergies. On a standalone basis, we see no change to the competitive challenges the company faces in the medium term. The company expects the transaction to be potent ...

Company Overview - Trinity Asset Management was founded by Brian Gilmartin in May 1995, focusing on providing attention and service to individual investors and institutions that were underserved by larger firms [1] - Brian Gilmartin has extensive experience in the investment industry, starting as a fixed-income/credit analyst and later managing equity and balanced accounts for clients [1] Professional Background - Brian Gilmartin has a BSBA in Finance from Xavier University and an MBA in Finance from Loyola University, with the CFA designation awarded in 1994 [1] - He has contributed to various financial publications, including TheStreet.com and Wall Street Journal, showcasing his expertise in the field [1]

Core Viewpoint - Intuitive Machines stock experienced a significant surge post-earnings report, but concerns arise regarding its future performance and valuation after the initial excitement fades [2][11]. Financial Performance - Intuitive Machines reported Q1 revenue of $62.5 million, which fell short of Wall Street's expectations of $66.1 million and represented a 15% decline from $73.2 million in Q1 2024 [4]. - The company incurred operating costs of $72.6 million, resulting in an operating loss of $10.1 million for Q1, with a net loss of $11.4 million or $0.11 per share [5]. - Despite the losses, Intuitive Machines generated positive operating cash flow of $19.4 million and positive free cash flow of $13.3 million for the first time in nearly two years [6]. Future Outlook - Analysts predict that Intuitive Machines may continue to burn cash this year but expect losses to be less than $2 million, with potential revenue from "IM-2 success payments" in Q2 [8]. - The company forecasts total revenue between $250 million and $300 million for the year, aligning with analyst expectations [8]. - Intuitive Machines aims to achieve positive full-year free cash flow by 2025, which is three years earlier than previously anticipated by Wall Street [12]. Key Projects - The next moon landing, IM-3, is scheduled for the first half of next year, incorporating lessons learned from previous missions [9]. - Intuitive Machines is progressing on a $4.8 billion contract to build a Near Space Network for satellite communication, having completed two milestones and received funding for two more [10][12].

Golden Valley, USA - January 18, 2015: General Mills corporate headquarters and sign. General Mills, ... More Inc. is an American multinational Fortune 500 corporation food products conglomerate.getty A few up days does not mean volatility won’t return. In fact, I think most investors expect more market turbulence in the future, not less. And, the best way to defend your portfolio against a volatile market is to do your diligence. Diligence brings you opportunities while less rigorous investors are left to ...

Robert F. Abbott has been investing his family’s accounts since 1995, and in 2010 added options, mainly covered calls and collars with long stocks. He is a freelance writer, and his projects include a website that provides information for new and intermediate-level mutual fund investors. A resident of Airdrie, Alberta, Canada, Robert has earned Bachelor of Arts and Master of Business Administration (MBA) degrees.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the co ...

Core Insights - NGL Energy Partners LP (NGL) is expected to see significant increases in capacity due to the LEX II expansion, which is likely to enhance future free cash flow growth [1] - Recent debt refinancing is also a factor that may positively impact the company's financial outlook [1] Financial Analysis - The analysis focuses on cash flow statements and unlevered free cash flow figures, with assumptions based on historical financial data and forecasts regarding the business model [1] - Financial models may include various metrics such as cost of capital, cost of debt, WACC, share count, and net debt [1] - The study typically emphasizes trading multiples like EV/FCF, net income, and EV/EBITDA [1]

Growth in Connections, Operating Cash and Free Cash Flow ATLANTA, May 15, 2025 /PRNewswire/ -- KORE Group Holdings, Inc. (NYSE: KORE) ("KORE" or the "Company"), the global pure-play Internet of Things ("IoT") hyperscaler and provider of IoT Connectivity, Solutions, and Analytics, today reported financial and operational results for the quarter ended March 31, 2025.Company Highlights Total Connections1 increased to 19.8 million, up 8% from 18.3 million in the same period last year. Cash provided by operation ...

Core Insights - Uber is a global leader in ride-sharing and food delivery, generating $163 billion in gross bookings and nearly $7 billion in free cash flow last year [1][3]. Business Performance - The company is on track with its mid to high teens growth projections for gross bookings and expects EBITDA margins to grow in the mid-30s to 40% range [3]. - More than 90% of EBITDA is anticipated to convert into free cash flow, and the company is either on track or ahead of all its targets set during the 2024 Investor Day [3].

Kinsale Capital Group, Inc. (KNSL) shares are trading at a premium to the Zacks Property and Casualty Insurance industry. Its price-to-book value of 6.47X is higher than the industry average of 1.52X and the Finance sector’s 4.11X.Shares of The Travelers Companies, Inc. (TRV) and Cincinnati Financial Corporation (CINF) are also trading at a multiple higher than the industry average, while NMI Holdings Inc. (NMIH) shares are trading at a discount.Image Source: Zacks Investment ResearchKinsale Capital shares ...