All right, everyone. Welcome to the broadcast part 19 where um Bitcoin culture meets business and finance. We catch up on news, tweets, videos, charts, trends, and any other Bitcoin related content that stood out to us in the past two weeks. And I do that together with Michael and Brian. Welcome back, guys. >> Good to be back. How you doing? >> Good. I mean, before we uh started recording, you said '9s the '9s feel good, right? I feel like >> better than the 80s is how I phrase it, >> right? Yeah. Well, I I ...

Summary of Panasonic Group IR Conference Call Company Overview - **Company**: Panasonic Group - **Focus Areas**: Solutions area, housing solutions business, energy storage systems, electrical construction materials, supply chain management software Key Points and Arguments Housing Solutions Business - The housing solutions business is expected to benefit from a decline in new housing starts in Japan, allowing for accelerated non-residential and overseas expansion [1] - The collaboration with YKK AP aims to create a comprehensive building materials manufacturer [1] Solutions Area - The solutions area is characterized by strong businesses with potential to increase earnings power [2] - The competitiveness of the company is linked to contributing to customer profits and operational efficiency [2] Energy Storage Systems for Data Centers - The AI server market is projected to grow from $52 billion in 2023 to $224 billion in 2028, with a CAGR of 34% [6] - Demand for sophisticated power solutions is increasing due to advancements in GPU technology [6] - The company holds approximately 80% market share in energy storage systems for data centers [9] Electrical Construction Materials Business - The company recorded sales of JPY 1.715 trillion and adjusted operating profit of JPY 76.7 billion last fiscal year [17] - The overseas electrical construction materials business accounted for 24% of total sales, with significant growth in the Indian market [17][18] - Domestic sales have grown at an average annual rate of 4.9% from FY2023 to FY2025, while the Indian market grew at 10.6% [18] Supply Chain Management Software (Blue Yonder) - The supply chain management software market is projected to grow at a CAGR of approximately 15% [28] - Blue Yonder is positioned as the largest pure-play supply chain management software provider, serving approximately 3,000 customers [29][30] - The company aims to integrate generative AI into its solutions to enhance cognitive capabilities [31] Financial Targets and Growth Strategy - The company aims to achieve sales of approximately JPY 800 billion by FY2029, with a focus on next-generation products [10][15] - Over 80% of sales through FY2029 are already secured through awards [11] - The company plans to enhance production capacity in Japan and North America to meet increasing demand [12] Investment and Profitability - The company expects to maintain current profit margins while achieving significant sales growth [57] - For Blue Yonder, the focus will shift to go-to-market activities post-development phase, with expectations for margin improvement through increased SaaS sales [58][59] Synergies and Future Outlook - There is an emphasis on creating synergies among different business units, particularly in energy storage and management systems [45] - The company is exploring mergers and acquisitions to strengthen its market position, especially in the Indian market [22] Additional Important Content - The company is addressing increasingly complex power supply demands and enhancing its proposal capabilities through collaboration with external partners [14] - The integration of AI and advanced technologies is seen as crucial for future growth and competitiveness [31][32] - The company is committed to enhancing corporate value through feedback incorporation and strategic management [5]

Core Insights - Cemex US has appointed Will Price as Senior Vice President of Mergers & Acquisitions to lead strategic growth initiatives through targeted acquisitions and divestitures [1][2][3] Company Overview - Cemex is a global building materials company with a network in the U.S. that includes 8 cement plants, nearly 50 cement terminals, about 50 aggregate quarries, and over 280 ready-mix concrete plants [5] - The company has been recognized for its sustainability efforts, earning the U.S. EPA ENERGY STAR® Partner of the Year award consecutively since 2019 [5] Leadership and Experience - Will Price has over a decade of experience in strategy and business development, previously serving as Vice President of Corporate Development and Integration at a leading manufacturer of exterior building products, where he managed transactions totaling over $3 billion in enterprise value [2][3] - Price holds a Bachelor of Science in Aerospace Engineering and an MBA in Corporate Finance [3] Strategic Focus - Price emphasized the importance of identifying opportunities that align with Cemex's long-term strategy and deliver value to customers, employees, and communities [4]

Career & Personal Development - The speech challenges the conventional concepts of time management, work-life balance, and the career ladder, suggesting they limit one's ability to create a meaningful impact [4][5] - The speaker advocates for energy management over time management, emphasizing that energy is the driving force behind actions and creativity [7][8] - The speaker suggests identifying energy drainers and energizers to better organize one's day, aiming for at least two energizers for every energy drainer [9][12] - The speech argues against the concept of work-life balance, proposing "life harmony" instead, which acknowledges the messy and unpredictable nature of life [16][20] - The speaker encourages embracing the idea of a "climbing wall" instead of a "career ladder," promoting exploration in all directions and continuous skill development [26][27] Practical Application - The speaker advises reflecting weekly on three things that energized you and one thing that drained you to identify patterns [9] - The speaker recommends planning energy like money, prioritizing self-care, setting boundaries, and limiting energy drainers [13] - The speaker suggests that striving for work-life balance may prevent individuals from pursuing opportunities like parenthood or promotions [21][22] - The speaker shares a personal experience of taking a career step that seemed like "career suicide" but ultimately led to new skills and opportunities [28]

Core Insights - FirstEnergy Corp. subsidiaries Mon Power and Potomac Edison are providing resources to help customers manage energy usage and costs, especially during high demand periods [1][3] Energy Management Programs - Budget Billing, also known as the Average Payment Plan (APP), allows customers to spread annual energy costs over 12 months, making it easier to manage bills during peak usage seasons [3] - Customers can access their eligibility for budget plans and calculate anticipated monthly amounts through their online accounts [3] Energy-Saving Tips - Customers are encouraged to implement various energy-saving strategies, such as weatherstripping doors and windows, maintaining HVAC systems, and using timers for outdoor lighting [5] - The Analyze Usage tool available in MyAccount provides personalized insights to help customers reduce energy consumption [5] Customer Base - Mon Power serves approximately 395,000 customers across 34 counties in West Virginia [6] - Potomac Edison serves around 285,000 customers in seven Maryland counties and 155,000 customers in the Eastern Panhandle of West Virginia [6] Company Overview - FirstEnergy operates one of the largest investor-owned electric systems in the U.S., with a transmission network of about 24,000 miles connecting the Midwest and Mid-Atlantic regions [7]

Core Insights - Potomac Edison, a subsidiary of FirstEnergy Corp, is providing resources to help customers manage energy use and costs as demand increases during warmer months [1][2] Programs and Tools to Manage Electric Bills - Potomac Edison offers a Budget Billing plan, known as the Average Payment Plan (APP), which helps customers spread annual costs over 12 months, making it easier to manage bills during high usage periods [3] - Customers can access their online accounts to check eligibility for budget plans and calculate anticipated monthly amounts [3] Tips for Managing Energy Usage - The company provides various energy-saving tips and efficiency programs, such as the Quick Home Energy Checkup and appliance recycling, to help customers reduce energy consumption and costs [4] - Customers can utilize the Analyze Usage tool in their online account for personalized insights on energy savings [6] Bill Assistance Programs - Potomac Edison has several assistance programs for customers struggling to pay their electric bills, including payment arrangements and installment plans [6] - Customers can find information about these programs on the company's website [6] Customer Base and Service Area - Potomac Edison serves approximately 285,000 customers in seven Maryland counties and 155,000 customers in the Eastern Panhandle of West Virginia [7] Company Overview - FirstEnergy operates one of the largest investor-owned electric systems in the U.S., with a focus on integrity, safety, reliability, and operational excellence [8] - The company's transmission subsidiaries manage around 24,000 miles of transmission lines connecting the Midwest and Mid-Atlantic regions [8]