1Q 2025 Earnings Conference Call May 8, 2025 Safe Harbor Regarding Forward-Looking Statements Forward-Looking Statements This presentation contains certain estimates and forward-looking statements within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended, and Section 27A of the Securities Act of 1933, as amended, which are intended to be covered by the safe harbor provisions for forward-looking statements contained in the Private Securities Litigation Reform Act of 1995, and may b ...

Perimeter Solutions, Inc. Q1 2025 Earnings May 8, 2025 Disclaimer Certain statements in this presentation and discussion are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 and are based on Perimeter Solutions, Inc.'s (the "Company") expectations, intentions and projections regarding the Company's future performance, anticipated events or trends and other matters that are not historical facts. Words such as "anticipate," "estimate," "expect," "forecast," ...

Company Overview - Black Swan Graphene Inc. has qualified to trade on the OTCQX Best Market, upgrading from the OTCQB Venture Market, which signifies an important milestone for the company [1][3]. - The company focuses on large-scale production and commercialization of patented high-performance and low-cost graphene products aimed at various industrial sectors, including concrete and polymers [4]. Trading Information - Black Swan began trading on OTCQX under the symbol "BSWGF" on May 8, 2025, allowing U.S. investors to access current financial disclosures and real-time quotes [2][4]. - The OTCQX Market is designed for established, investor-focused companies that meet high financial standards and corporate governance practices [3]. Strategic Goals - The transition to OTCQX is part of Black Swan's strategy to broaden its reach with U.S. investors, increase visibility, and support the development of advanced graphene applications across key industries [4]. - Black Swan has launched seven commercially available Graphene Enhanced Masterbatch (GEM) polymer products since 2024, which are currently being tested by several international clients [4].

1、市场早间低开高走，创业板指盘中涨近2%。军工板块延续强势，金通灵、华伍股份、航天长峰、成 飞集成等十余股涨停。鸿蒙概念股表现活跃，网达软件、东方中科、东华软件等涨停。光伏板块集体反 弹，高测股份、星帅尔、汉钟精机涨停。算力硬件方向走强，沃尔核材涨停，新易盛涨超10%。下跌方 面，PEEK材料概念调整，中欣氟材跌停。个股涨多跌少，沪深京三市超3800股飘红，上午半天成交 8272亿。午间收盘沪指涨0.38%，深成指涨1.03%，创业板涨1.74%。 2、板块概念方面，军工、光伏、鸿蒙、AI应用等板块领涨；PEEK材料、农业、化工、航运港口等板 块下跌； 3、两市共3686只个股上涨，85只个股涨停；1247只个股下跌，5只个股跌停；16只股票炸板，炸板率 21%。 ...

For the quarter ended March 2025, Compass Minerals (CMP) reported revenue of $494.6 million, up 35.9% over the same period last year. EPS came in at $0.63, compared to $1.49 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $413.88 million, representing a surprise of +19.50%. The company delivered an EPS surprise of +61.54%, with the consensus EPS estimate being $0.39.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- an ...

View all Key Company Metrics for Corteva, Inc. here>>> Shares of Corteva, Inc. have returned +12.5% over the past month versus the Zacks S&P 500 composite's +10.6% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term. Revenue- Crop Protection: $1.71 billion versus the four-analyst average estimate of $1.77 billion. The reported number represents a year-over-year change of -1.8%. Revenue- Seed: $2.71 billion versus the four- ...

Core Insights - NL Industries, Inc. reported a significant decline in net income for Q1 2025, with net income attributable to NL stockholders at $0.7 million ($0.01 per share), down from $6.8 million ($0.14 per share) in Q1 2024, primarily due to an unrealized loss in marketable equity securities [1][6][16] - CompX experienced an increase in net sales to $40.3 million in Q1 2025, up from $38.0 million in Q1 2024, driven by higher sales in Marine Components and Security Products [2][18] - Kronos' net sales rose to $489.8 million in Q1 2025, a 2% increase from the previous year, attributed to higher sales volumes in North America and Europe, despite lower export volumes [4][20] NL Industries Financial Performance - The company recognized an unrealized loss of $8.5 million in Q1 2025 compared to a gain of $2.4 million in Q1 2024 related to marketable equity securities [1][6] - Corporate expenses increased by $0.3 million in Q1 2025, mainly due to higher environmental remediation costs [6][16] - Interest and dividend income decreased by $0.6 million in Q1 2025, attributed to lower average interest rates and decreased cash balances [6][16] CompX Performance - CompX's segment profit increased to $5.9 million in Q1 2025 from $3.7 million in Q1 2024, primarily due to higher Marine Components sales and improved gross margins [2][18] - The increase in net sales was primarily driven by higher demand in the towboat and government markets [2][18] Kronos Performance - Kronos' income from operations surged to $38.4 million in Q1 2025, up from $19.5 million in Q1 2024, driven by increased sales and production volumes, as well as reduced production costs [5][20] - TiO2 production volumes increased by 18% in Q1 2025 compared to the same period in 2024, with production facilities operating at average capacities of 93% [5][20] - Average TiO2 selling prices were 2% higher at the start of 2025 compared to the beginning of 2024, although they declined by 3% during Q1 2025 due to market pressures [4][5]

Core Viewpoint - Olin Corporation reported a significant decline in net income for the first quarter of 2025, with adjusted earnings surpassing expectations despite lower overall revenues and EBITDA [1][2]. Financial Performance - Net income for Q1 2025 was $1.4 million, down from $48.6 million in the prior-year quarter [1]. - Adjusted earnings were 4 cents per share, beating the Zacks Consensus Estimate of a loss of 10 cents [1]. - Adjusted EBITDA decreased to $185.6 million from $242.1 million year-over-year [1]. Revenue Analysis - Total revenues for Q1 2025 were $1,644.2 million, slightly missing the Zacks Consensus Estimate of $1,661.2 million but showing a year-over-year increase of approximately 0.54% [2]. - Chlor Alkali Products and Vinyls segment revenues rose to $924.5 million, a 4.5% increase year-over-year, exceeding the consensus estimate of $923 million [2]. - Epoxy segment revenues fell by about 2.8% to $331.7 million, surpassing the consensus estimate of $329 million [3]. - Winchester segment revenues declined by approximately 5.2% to $388 million, missing the consensus estimate of $410 million [3]. Cash Flow and Share Repurchase - The company repurchased 0.7 million shares for $20.2 million during the quarter [4]. - Cash flow from operating activities turned negative, with an outflow of $86 million compared to an inflow of $81 million in the prior year [4]. Future Outlook - For Q2 2025, Olin expects results from its Chemicals businesses to remain similar to Q1, with anticipated adjusted EBITDA between $170 million and $210 million [5][6]. - The company forecasts improved performance in the Winchester unit due to seasonal demand and military sales [5]. Stock Performance - Olin's stock has experienced a 63.1% decline over the past year, compared to a 28.3% decline in the industry [7].

Core Viewpoint - Methanex Corporation reported a significant increase in profit for the first quarter of 2025, despite a decline in revenues and production, indicating potential challenges ahead for the company. Financial Performance - The profit attributable to shareholders for Q1 2025 was $111 million or $1.44 per share, up from $53 million or 77 cents per share in the same quarter last year [1] - Adjusted earnings per share were $1.30, exceeding the Zacks Consensus Estimate of $1.25 [1] - Revenues decreased by approximately 2.2% year over year to $896 million, missing the Zacks Consensus Estimate of $1,039.5 million [1] Operational Highlights - Adjusted EBITDA rose around 55% year over year to $248 million [2] - Total production for the quarter was 1,619,000 tons, down 5.9% year over year, affected by a planned turnaround and an unplanned outage [2] - Total sales volume decreased by 16.9% year over year to 2,217,000 tons, missing the estimate of 2,629,000 tons [3] - The average realized price for methanol was $404 per ton, up from $343 per ton in the prior-year quarter, exceeding the estimate of $396 per ton [3] Cash Flow and Shareholder Returns - Cash and cash equivalents at the end of the quarter were $1,087.4 million [4] - Cash flow from operating activities was $315 million [4] - The company returned $12.5 million to shareholders through dividends in the reported quarter [4] Outlook - Methanex expects 2025 production to be lower than the previously estimated 7.5 million tons due to the unplanned G3 outage [5] - The company anticipates lower adjusted EBITDA in Q2 2025 compared to Q1, primarily due to reduced sales from the G3 outage and a lower average realized price [6] - The expected average realized price for methanol in April and May is projected to be between $360 and $370 per ton [6] Stock Performance - Methanex shares have declined by 33.1% over the past year, compared to a 28.9% decline in the industry [7] Zacks Rank and Comparisons - Methanex currently holds a Zacks Rank 3 (Hold) [8] - Other better-ranked stocks in the basic materials sector include Hawkins, Inc. (Zacks Rank 1), Franco-Nevada Corporation (Zacks Rank 2), and Avino Silver & Gold Mines Ltd. (Zacks Rank 2) [8]

The Chemours Company (CC) Q1 2025 Earnings Call May 07, 2025 08:00 AM ET Company Participants Brandon Ontjes - Vice President of FP&A and Investor RelationsDenise Dignam - President & CEOShane Hostetter - SVP & CFOJohn Roberts - Managing DirectorJosh Spector - Executive Director Conference Call Participants John McNulty - MD - Chemicals AnalystPeter Osterland - Equity Research AnalystNone - AnalystLaurence Alexander - AnalystArun Viswanathan - Senior Equity AnalystDuffy Fischer - AnalystMichael Leithead - A ...