Workflow
Resource Allocation
icon
Search documents
Yoshitsu (TKLF) - 2025 H2 - Earnings Call Transcript
2025-07-10 13:30
Tokyo Lifestyle (TKLF) H2 2025 Earnings Call July 10, 2025 08:30 AM ET Company ParticipantsSissy Wong - Company RepresentativeOperatorGood day, ladies and gentlemen. Thank you for standing by, and welcome to Tokyo Lifestyle's fiscal year twenty twenty five earnings conference call. During today's presentation, all parties will be in a listen only mode. This conference is being recorded today, Thursday, 07/10/2025. If you have any objections, you may disconnect at this time.Joining us today from Tokyo Lifest ...
海外锂矿近况交流
2025-07-02 15:49
海外锂矿近况交流 20250702 Q&A 请介绍一下澳洲和津巴布韦锂矿山的近期情况。 今年(2025 年)第一季度,澳洲有 3 到 4 个锂矿山出现了短期减产,目前没 有新增项目。我们参与了 LTR 项目的定增,该项目正在扩产。统计数据显示, 今年一季度和二季度,锂矿环比下降约 6 到 7 个百分点。此外,皮尔巴拉矿山 碳酸锂定价仍主要由南美洲未完全释放的盐湖和澳洲矿山决定,短期内 受制于锂辉石价格。澳洲十大矿山平均开采成本约为 62,000 元/吨,津 巴布韦接近 7 万元/吨。现货价格与生产成本之间存在负反馈模式,市场 担忧导致价格进一步下跌。 国内云母矿资源集中在江西,碳酸锂价格低于 10 万元时,大部分企业 难以盈利。永兴材料和江特电机拥有品位较高且供给稳定的云母矿,具 备一定成本优势。高品位锂云母的生产成本相对较低,大约在 7 万至 8 万元之间。 多元化布局金属资源是抵消单一金属市场风险的重要策略。目前市场处 于过剩状态,每年平均过剩 20 万吨,消化这些过剩量预计需要两到三 年,最坏情况下可能需要五年。预计未来碳酸锂价格短期内在 7 万至 8 万之间,长期来看也是如此。 关闭,Greenbus ...
JDE Peet’s on track to achieve 2025 outlook with solid Q1 progress; Rob de Groot proposed for appointment to JDE Peet’s Board.
Globenewswire· 2025-05-08 06:00
PRESS RELEASE Amsterdam, May 8, 2025 JDE Peet's (EURONEXT: JDEP), the world's leading pure-play coffee company, today provided an interim update on its year-to-date business and financial performance and proposes the appointment of Mr. Rob de Groot as non-executive member of the Board of the Directors. Strategic Review Update Proposal to appoint non-executive member to JDE Peet's Board of Directors JDE Peet's Board of Directors (the Board) proposes the appointment of Mr. Rob de Groot as non-executive member ...