Bill Ackman could have a new love for the automotive sector with a new investment made in the first quarter and an added position to a stake from the fourth quarter of 2024 that was revealed in April.Here's a look at Ackman's investment holdings in Pershing Square as of March 31.First Quarter Changes: Ackman and Pershing Square unveiled a new stake in Uber Technologies UBER in the first quarter with a position of more than 30 million shares. The stake is now the largest holding the Pershing Square portfolio ...

PAVmed (PAVM) Q1 2025 Earnings Call May 15, 2025 08:30 AM ET Company Participants Matt Riley - Director - Investor RelationsLishan Aklog - Chairman and CEODennis McGrath - President & CFO Conference Call Participants Jeremy Pearlman - Equity AnalystEdward Woo - Director of Research & Senior Analyst Operator Good morning and welcome to the PAVmed First Quarter twenty twenty five Business Update Conference Call. At this time, all lines are in listen only mode. Following the presentation, we will conduct a que ...

IEA月报：2025年全球供应预计将大幅超过需求增长，油库存将增加约72万桶/日。 ...

Summary of RxSight (RXST) Q1 2025 Conference Call Company Overview - **Company**: RxSight (RXST) - **Industry**: Medical Technology, specifically focusing on ophthalmology and cataract surgery Key Points Q1 2025 Financial Performance - Q1 revenue grew by **28% year-over-year**, but fell short of market expectations [3][17] - LAL (Light Adjustable Lens) sales were impacted by macroeconomic factors, while LDD (Light Adjustable Lens Delivery) sales exceeded expectations [3][11] Macroeconomic Impact - The demographic typically resistant to economic downturns (60+ age group) showed signs of deferring treatments due to equity market shocks and changes in administration [5][6] - Patients cited economic concerns as reasons for deferring or canceling surgeries, a trend not seen since COVID-19 [6][14] Market Dynamics - The premium IOL market has been flat to declining, with RxSight's growth primarily driven by LAL sales [9][10] - The company noted a generational shift in ophthalmology, with a growing emphasis on work-life balance among physicians, impacting practice productivity [8][9] LDD Sales Performance - LDD sales remained strong throughout 2024 and continued into Q1 2025, indicating a robust demand for capital equipment [11][12] - LALs offer significantly better outcomes for patients compared to monofocal lenses, which incentivizes practices to adopt them despite economic pressures [12][13] Future Expectations - The company anticipates a **20% growth in LAL sales** for Q2 2025, with expectations of a stronger second half of the year as economic conditions stabilize [17][19] - Guidance for 2025 is wide-ranging, reflecting uncertainty in consumer behavior and macroeconomic conditions [20][21] International Market Opportunities - Recent approvals in international markets (e.g., Korea, EU) are expected to contribute modestly to sales, with a focus on building clinical data and key opinion leaders in these regions [28][44][49] Education and Support Initiatives - RxSight plans to enhance education and marketing support for practices to optimize the implementation of their technology, driven by feedback from customers [30][32] - The company aims to address utilization challenges and improve patient outcomes through systematic dissemination of information [32][34] Utilization Trends - There has been a slowdown in the growth of LDD procedures, attributed to macroeconomic factors affecting patient confidence [36][38] - The installed base of LDDs is growing, but the ramp-up in utilization has not met expectations compared to previous years [36][40] Physician Demographics - The adoption of RxSight's technology spans a range of physician experience levels, with younger doctors more inclined to adopt new technologies for career advancement [41][42] Conclusion - RxSight is navigating a challenging macroeconomic environment while maintaining strong sales in LDDs and LALs. The company is focused on education, international expansion, and adapting to market dynamics to drive future growth [44][49]

Core Points - Prospera Energy Inc. plans to raise up to $2,000,000 through a non-brokered private placement of 12% convertible debentures, with conversion prices set at $0.05 for the first year and $0.10 for the second year [1][2] - The funds raised will be allocated for well reactivation, production optimization, strategic acquisitions, and working capital [2][4] - The offering includes a provision for a forced conversion if the company's shares trade at $0.125 for ten consecutive days [2] Financial Details - The convertible debentures will have a two-year term and will be secured by a second-priority lien, subordinate to existing senior debt [2][4] - Interest on the debentures is set at 12%, calculated quarterly and payable at maturity or conversion date, with the option to pay in cash or shares [2][4] - The company may pay finders a fee of 7% in cash and 7% in warrants for their assistance in the offering [2][3] Operational Updates - Prospera has mobilized a service rig to its Cuthbert property for a multi-well program aimed at increasing production [6] - Approximately 20% of the company's oil production is now committed to a seasonal asphalt sales agreement, enhancing netbacks through better pricing and transportation efficiencies [5] - The company is advancing a polymer flood pilot project in the Luseland pool, with three potential locations identified for optimal polymer injection [7] Strategic Initiatives - The corporation is working on consolidating its balance sheet under one senior secured debt instrument to enhance capital flexibility and support its business plan [4] - The company is expected to release its Q1 2025 financial statements on May 21, 2025, followed by an investor conference call on May 22, 2025 [8]

Creative Media & Community Trust (CMCT) Q1 2025 Earnings Call May 09, 2025 12:00 PM ET Company Participants Steve Altebrando - 1st VP Portfolio OversightDavid Thompson - Chief Executive OfficerBarry Berlin - Executive VP, CFO, Treasurer & Secretary Operator Good day, and welcome to the Creative Media and Community Trust Corporation First Quarter twenty twenty five Earnings Call. All participants will be in a listen only mode. After today's presentation, there will be an opportunity to ask questions. Please ...

Prospect Capital (PSEC) Q3 2025 Earnings Call May 09, 2025 09:00 AM ET Company Participants John Francis Barry - CEO & Chair of the Board of DirectorsKristin Van Dask - CFO, Treasurer, Secretary & Chief Compliance OfficerMichael Grier Eliasek - President & Chief Operating Officer Conference Call Participants Finian O'shea - Analyst Operator Good day and welcome to the Prospect Capital Third Fiscal Quarter Earnings Release and Conference Call. All participants will be in listen only mode. Please note this ev ...

CINNO Research发文称，今年5月面板供需关系维持平衡状态，面板价格持续横盘，预计32"至85"主流面板价格与今年4月价格相比基本持平，分别为35美 元、67美元、97美元、121美元、173美元、231美元和312美元。随着面板厂产能动态优化能力持续提升，进一步巩固供需两端动态平衡格局，面板价格波动 收窄预期增强，预计二季度整体价格或将呈现平缓的运行态势。 | | Size & Resolution | | Technology | Apr.25' | May.25'(E) | | --- | --- | --- | --- | --- | --- | | 32" | 60Hz 60Hz | | LCD | $35.0 | $35.0 | | 43" | 60Hz | FHD | LCD | $67.0 | $67.0 | | 50" | 60Hz | UD UD | LCD | $97.0 | $97.0 | | રે રે" | 60Hz | UD | LCD | $121.0 | $121.0 | | ୧୮." | 60Hz | ud u | LCD | $173.0 | $173.0 | ...

May 4, 2025 10:00 PM GMT The Oil Manual Weaker Balances Ahead after OPEC Hike OPEC's quota revision came in higher than we had expected, and is likely a precursor for further supply increases in months ahead. This adds to the market surplus we already modelled for 2H25 and 2026. As a result, we lower our Brent forecasts by $5- 10/bbl. Key Takeaways Exhibit 1: So far, the Brent price is following a trajectory similar to other key downturns; the current period arguably has most parallels to the downturn in 19 ...

CF Industries (CF) Q1 2025 Earnings Call May 08, 2025 11:00 AM ET Company Participants Martin Jarosick - VP - IR & TreasuryW. Anthony Will - President, CEO & DirectorChristopher Bohn - EVP, COO & DirectorBert Frost - Executive Vice President of Sales, Market Development & Supply ChainGregory Cameron - Executive VP & Chief Financial OfficerRichard Garchitorena - Vice President - Equity ResearchW. Anthony Will - President, CEO & DirectorJoel Jackson - Managing DirectorChristopher Parkinson - Managing Director ...