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Cadre Holdings, Inc. (CDRE) Analyst/Investor Day Transcript
Seeking Alpha· 2025-10-09 02:46
Core Insights - The company views the current geopolitical risks and security challenges as opportunities for growth and leadership in the industry [2][3] - The commitment to support professionals in high-stakes environments, such as EOD technicians and nuclear safety teams, is a fundamental aspect of the company's culture and operational focus [2][3] Industry Overview - The landscape of protection has evolved, now encompassing not just physical armor but also the safeguarding of critical infrastructure and energy systems [3] - The company's expansion into nuclear safety, including the development of containment, detection, and rapid response platforms, aligns with its strategic goals and core competencies [3] - Recent achievements, such as the award of Advanced Blast Sensors over a five-year period, highlight the company's ongoing commitment to innovation and excellence in safety technology [3]
Cadre (NYSE:CDRE) 2025 Investor Day Transcript
2025-10-08 15:00
Cadre (NYSE:CDRE) 2025 Investor Day October 08, 2025 10:00 AM ET Speaker0Good morning. I want to welcome everybody today. I'm Warren Kanders. I'm the Chairman and Chief Executive Officer of CADRE Holdings. And I'm here today with many of my colleagues, and you're going to have a wonderful morning learning about our businesses and specifically our nuclear businesses.It is a privilege to stand before so many partners, colleagues and friends. Our world is marked by uncertainty, escalating geopolitical risks, h ...
Cadre (NYSE:CDRE) 2025 Earnings Call Presentation
2025-10-08 14:00
Cadre Holdings Overview - Cadre is transforming from a public safety company to a diversified industrial company focused on highly engineered safety products in stable markets[7] - The company estimates its core Law Enforcement (LE) business has an annual Serviceable Addressable Market (SAM) of approximately $2 billion[8] - Cadre's diversified industrial focus, including domestic nuclear, expands the annual SAM to approximately $5-8 billion[8] - Cadre's revenue for FY2024 was $568 million, with an aspiration for 3-5% organic growth supplemented by $100 million in annual M&A[40] - The company's adjusted EBITDA for FY2024 was $105 million, representing an 18.5% margin, with an aspiration for mid-20s% adjusted EBITDA margin[40] Cadre Nuclear Group - Cadre Nuclear Group was formed through the acquisition of Alpha Safety in March 2024 and Carr's Engineering Division in April 2025[44, 45] - Cadre Nuclear Group had £51 million in revenue for FY2024 (ended August 31, 2024)[46] - The Waste Isolation Pilot Plant (WIPP) shipment expectations create a robust, federal-backed, multi-year demand environment, with a budget of ~$600 million in 2025 versus $350 million in 2020[58] Contracts and Awards - Med-Eng was awarded a $50 million Indefinite Delivery Indefinite Quantity (IDIQ) contract with the Department of Defense for a Blast Exposure Monitoring System (BEMO)[26, 28]
国际原子能机构:扎波罗热核电站核安全风险加剧
Xin Hua Wang· 2025-10-07 02:05
声明援引该机构驻核电站团队消息说,炮击发生在当天下午,炮弹落在核电站附近。扎波罗热核电站方 面随即向国际原子能机构团队通报,核电站附近一处区域遭两轮炮击,目前尚无人员伤亡和损失报告。 新华社维也纳10月7日电(记者孟凡宇)国际原子能机构6日发布声明说,扎波罗热核电站附近当天遭炮 击,核安全风险加剧。 国际原子能机构总干事格罗西发表声明说,核安全和安保形势显然没有改善,相反,风险正在加剧。扎 波罗热核电站已失去场外供电近两周,被迫使用应急柴油发电机来冷却已关闭的反应堆和乏燃料。当前 形势正面临严峻挑战。 格罗西呼吁冲突双方在核设施附近保持最大程度军事克制,并表示将继续与俄罗斯和乌克兰进行沟通, 以尽快恢复扎波罗热核电站场外电力。 扎波罗热核电站是欧洲最大核电站之一。2022年2月乌克兰危机全面升级后,俄方控制了扎波罗热核电 站。此后,该核电站多次遭到炮击或无人机攻击,引发国际社会对其安全的担忧。9月23日以来,该核 电站已连续多日借助备用柴油发电机供电以维持运作。 ...
卫星揭穿断电谎言!欧洲核灾难进入倒计时,辐射云恐覆盖上亿人口
Sou Hu Cai Jing· 2025-10-05 09:55
前言 卫星图像显示,扎波罗热核电站周边输电设施无明显炮击痕迹,其外部供电已中断超11天,创下冲突以 来最长纪录。 该站完全依赖应急柴油发电机维持冷却,国际原子能机构警告堆芯熔毁风险显著升高,若失控,放射性 物质扩散可能影响欧洲多地。 卫星照破惊天谎言 老铁们,出大事了!远在乌克兰的扎波罗热核电站,眼下正悬着一把"达摩克利斯之剑",一个弄不好, 可能就是一场波及整个欧洲甚至更广地区的核灾难。 这事儿得从头说起。通往扎波罗热核电站的最后一条主干输电线路,被人给切断了,外部电源彻底断 了!到眼下,已经断了整整8天,创下了历史纪录。 没电,反应堆的冷却系统就得趴窝。为了防止堆芯熔毁,这座欧洲最大的核电站,现在全靠备用柴油发 电机在那儿硬撑着。 国际原子能机构总干事格罗西急得直跳脚,说这状况"根本不可持续",风险极高! 那么问题来了,这线到底是谁切断的? 俄罗斯和乌克兰两边吵得不可开交。俄方一口咬定,是乌克兰军队持续炮轰核电站区域,搞得他们没法 子去修。但这话,现在被天上的卫星照片给啪啪打脸了! 国际知名的绿色和平组织委托拍了卫星图,请了专家来鉴定。 结果发现,那座被损坏的输电塔周边,田野平整得很,"压根找不到任何新旧 ...
国际原子能机构:尽快解决
中国能源报· 2025-10-04 11:24
Group 1 - The Director General of the International Atomic Energy Agency (IAEA), Grossi, is in discussions with Russia and Ukraine to restore external power supply to the Zaporizhzhia Nuclear Power Plant [3] - The nuclear power plant has been relying on emergency diesel generators for power for ten consecutive days, indicating a severe situation [3] - Both parties have expressed willingness to conduct necessary repairs on their respective sides of the front line, contingent upon improved safety conditions on-site [3]
乌克兰外长:呼吁国际原子能机构介入扎波罗热核电站外部断电事件
Jing Ji Guan Cha Wang· 2025-10-02 22:20
Core Viewpoint - Ukraine's Foreign Minister Kuleba has accused Russia of deliberately disconnecting the Zaporizhzhia Nuclear Power Plant from the Ukrainian power grid and plans to integrate it into the Russian energy system [1] Group 1 - Kuleba calls for the International Atomic Energy Agency (IAEA) to take immediate action to ensure repair teams can access the Zaporizhzhia Nuclear Power Plant without obstruction [1] - The IAEA is urged to assist in obtaining specialized repair equipment to facilitate the immediate restoration of remaining backup power lines [1] - The goal is to quickly restore multiple independent external power connections to reduce nuclear safety risks [1]
欧洲最大核电站失控!断电超4天,核爆炸危机恐在乌克兰重演
Sou Hu Cai Jing· 2025-09-29 05:30
Core Viewpoint - The Zaporizhzhia Nuclear Power Plant, Europe's largest, is facing an unprecedented energy crisis due to the disconnection from the power grid, relying solely on emergency diesel generators for operation [3][4][5]. Group 1: Current Situation - The last connection to the power grid was severed, leaving the plant to depend on 72 emergency diesel generators, which are now operating continuously to supply power to critical systems [3]. - The plant's annual electricity generation accounts for one-fifth of Ukraine's total output, highlighting its significance in the national energy landscape [3]. - The situation is likened to a critically ill patient relying on life support, emphasizing the precariousness of the power supply [4]. Group 2: Historical Context - The crisis traces back to March 2022 when Russian forces took control of the plant, marking it as a dangerous hostage in the ongoing conflict [5]. - This incident marks the tenth power outage caused by military actions, with the duration of outages reaching unprecedented levels [5]. Group 3: Risks and Warnings - The International Atomic Energy Agency (IAEA) has warned that if external power is not restored within 48 hours, the reactor temperature could reach dangerous levels, reminiscent of the Fukushima disaster [7]. - Continuous monitoring of radiation data is being conducted by IAEA staff, indicating the seriousness of the situation [8]. Group 4: Broader Implications - The crisis is not just a regional issue but poses a significant threat to the energy security of Europe, especially during the winter peak demand [8]. - Emergency plans are being developed by the International Red Cross and the Ukrainian Ministry of Energy, reflecting the potential for a wider disaster [8].
普京:俄罗斯正努力为国际原子能机构提供力所能及的援助
Yang Shi Xin Wen· 2025-09-25 21:49
克里姆林宫25日称,俄罗斯总统普京会见了国际原子能机构总干事格罗西。 当天早些时候,普京、格罗西及多国政要共同参加了在莫斯科举行的"全球原子能论坛"。 (文章来源:央视新闻) 普京指出,俄罗斯与国际原子能机构的合作几乎涵盖了所有领域,包括全球核安全领域。俄罗斯正努力 为国际原子能机构提供力所能及的援助,以应对该机构面临的全球性任务。 格罗西表示,此次访问恰逢全球核能发展的关键时刻。核安全、核安保、核不扩散等众多议题同样关 键。作为机构总干事,与俄罗斯讨论这些至关重要。 ...
中国驻美国大使谢锋会见美国前能源部长莫尼兹
人民财讯9月17日电,2025年9月15日,中国驻美国大使谢锋应约会见美国前能源部长、"降低核威胁倡 议"组织共同主席莫尼兹,双方就中美关系、核安全、防扩散等问题交换了意见。 ...