Core Viewpoint - First Pacific Company Limited is focused on defensive businesses in Southeast Asia and is set to present at the dbVIC - Deutsche Bank ADR Virtual Investor Conference on May 15, 2025, to engage with investors [1][2]. Company Overview - First Pacific is a Hong Kong-based investment holding company with operations in consumer food products, telecommunications, infrastructure, and mining [6]. - The company is listed on the Hong Kong Stock Exchange and offers shares in the U.S. through American Depositary Receipts (ADR) [6]. Financial Performance - The company has experienced six consecutive years of profit growth, with the last four years achieving record highs [3]. - First Pacific's share price increased by 25% in 2023 and 45% in 2024, with a recurring price-to-earnings (P/E) ratio of 3.6x for FY 2024 [5]. Strategic Focus - First Pacific's strategy emphasizes maximizing shareholder returns through investments in defensive industries that are not significantly affected by changes in foreign trade tariffs [3]. - The company maintains a focus on emerging economies in Southeast Asia and holds majority stakes in its investments to ensure control over cash flows [8]. Key Assets - First Pacific's portfolio includes major companies such as Indofood (largest maker of instant noodles), MPTC (largest privately owned toll road operator), Meralco (largest power company), PLDT (largest telecommunications company), and Maynilad (largest water company) in the Philippines [4]. - The company is also the largest shareholder in Philex Mining, which plans to open a second gold and copper mine in 2026 [4]. Financial Health - First Pacific has low borrowings with an interest coverage ratio of 4x and has maintained investment-grade credit ratings from Moody's and S&P Global for three years [5].

1 st Quarter 2025 Earnings Presentation May 12, 2025 Centuri.com 1 Forward Looking Statements Disclaimer Unless the context otherwise requires, in this presentation, references to "we," "us," and "our" are to Centuri Holdings, Inc. (NYSE: CTRI) ("Centuri" or the "Company"), together with its consolidated subsidiaries, which include, among others, Centuri Group, Inc. This presentation contains forward-looking statements within the meaning of the U.S. Private Securities Litigation Reform Act of 1995, Section ...

Group 1: Deere (DE) - Deere's stock has increased over 16% year-to-date, driven by optimism regarding easing trade tensions [3] - The company reported a first-quarter net income of $869 million, with a full-year forecast of $5 billion to $5.5 billion, but faced a 30% revenue decline and a 50% drop in net income compared to the previous year [5] - Deere's supply chain is relatively protected against tariffs due to domestic manufacturing, and the company is expected to address supply chain adjustments in its upcoming earnings call [9] Group 2: Energy Transfer (ET) - Energy Transfer has a distribution yield of 7.5% and plans to invest $5 billion in growth capital expenditures in 2025, significantly higher than its maintenance capital expenditures of $1.1 billion [12] - The company is in discussions to develop a large LNG export facility in Lake Charles, Louisiana, which could enhance its position in the energy market [13] - The current administration's business-friendly policies are expected to support the development of U.S. energy assets, benefiting companies like Energy Transfer [11] Group 3: Huntington Ingalls Industries (HII) - Huntington Ingalls' shares have risen over 20% in 2025, contrasting with a nearly 4% dip in the S&P 500, and the company offers a forward yield of 2.3% [14] - The company reported first-quarter revenue of $2.7 billion, below expectations, but exceeded earnings estimates with an EPS of $3.79 [15] - Management reaffirmed a 2025 forecast of shipbuilding revenue between $8.9 billion and $9.1 billion, alongside a free cash flow projection of $300 million to $500 million [16]

齐鲁晚报·齐鲁壹点 赵波 5月9日，青岛市政府新闻办召开政策例行吹风会，介绍《青岛市综合交通体系规划（2021—2035年）》 有关情况。规划提出了港口、机场、铁路、公路、城市道路、城市轨道交通等骨干交通设施的规划建设 目标，形成"1+4+6"的综合交通目标体系，助力青岛成为全球陆海交汇的重要交通枢纽。 《青岛市综合交通体系规划（2021—2035年）》正式获得批复 据悉，近日青岛市政府正式批复了《青岛市综合交通体系规划（2021—2035年）》（以下简称《规 划》）。本《规划》是青岛市国土空间规划体系中重要的专项规划，对指导交通基础设施建设，带动城 市空间布局优化，促进城市产业发展，提升交通出行品质具有重要作用。青岛市自然资源和规划局党组 书记、局长吕恒良，市自然资源和规划局二级巡视员王集浩，市自然资源和规划局市政交通规划处处长 雒方明，青岛市城市规划设计研究院理事长马清出席吹风会并回答记者提问。 本《规划》落实了国土空间规划体系"多规合一"要求，更加注重与各层次规划的衔接；强调底线约束思 维，在国土空间规划一张图中，对重大交通基础设施进行空间落位，推动交通与生态、农业、城镇空间 的耦合协调；考虑城市空间增 ...

Core Viewpoint - Suncor Energy Inc. reported strong first-quarter 2025 adjusted operating earnings of 91 cents per share, exceeding expectations due to robust upstream production growth, although overall earnings declined from the previous year due to weaker downstream performance [1][6]. Financial Performance - Operating revenues reached $8.7 billion, surpassing estimates by 3.9%, but decreased approximately 6.7% year over year due to lower upstream sales volumes [2][14]. - The company declared a quarterly dividend of 57 Canadian cents per share, consistent with the previous quarter, to be paid on June 25, 2025 [2]. - Total expenses decreased by 1.4% to C$10.2 billion, with operating, selling, and general expenses down to C$3.3 billion from C$3.4 billion in the prior year [14]. Production and Segment Performance - The upstream segment achieved record production of 853,000 barrels per day (bbls/d), a 2.14% increase year over year, and exceeded the consensus estimate [5][4]. - Oil sands bitumen production reached a record 937,300 bbls/d, driven by strong output at Firebag [5]. - The company's exploration and production (E&P) volume increased by 23.9% to 62,300 barrels of oil equivalent per day (boe/d), surpassing estimates [6]. Downstream Operations - Adjusted operating earnings for the downstream segment fell to C$667 million from C$1.118 billion in the same quarter last year, primarily due to lower benchmark crack spreads [11]. - Refining throughput was the highest for a first quarter at 482,700 bpd, exceeding the consensus estimate [12][13]. Cash Flow and Capital Expenditures - Cash flow from operating activities was C$2.2 billion, down from C$2.8 billion in the prior year [15]. - Capital expenditures for the first quarter amounted to C$1.1 billion, with total capital expenditures for 2025 expected to be between C$6.1 billion and C$6.3 billion [15][19]. Guidance for 2025 - Suncor Energy anticipates upstream production to range from 810,000 boe/d to 840,000 boe/d for 2025, with cash operating costs for Oil Sands operations expected between C$26 and C$29 per barrel [16][18]. - Refinery throughput is projected to be between 435,000 bpd and 450,000 bpd, with refined product sales expected in the range of 555,000 to 585,000 bpd [18].

Core Viewpoint - Investors often prefer stocks with a low price-to-earnings (P/E) ratio, believing that a lower P/E indicates higher stock value and potential for growth [1] Group 1: P/E Ratio Insights - Stocks with a rising P/E ratio can also yield strong returns, indicating that investors are willing to pay more for expected future earnings growth [2][3] - A rising P/E ratio suggests investor confidence in a company's fundamentals and anticipated positive performance [4] - Historical data shows that stocks can experience P/E ratio increases of over 100% from their breakout points, highlighting the potential for significant gains if stocks are selected early in their breakout cycle [5] Group 2: Stock Screening Criteria - The screening parameters for identifying stocks with increasing P/E include: - Current year EPS growth estimate should be greater than or equal to last year's actual growth [7] - Price changes over four weeks should exceed those over 12 weeks, and similarly for 12 weeks compared to 24 weeks, indicating consistent price increases [7][8] - Price change for 12 weeks should be at least 20% higher than for 24 weeks, but not exceed 100%, suggesting an impending uptrend [8] Group 3: Selected Stocks - The screening process narrowed down over 7,700 stocks to 83, with notable mentions including: - Comfort Systems USA (Zacks Rank 1) with an average four-quarter earnings surprise of 17.57% [9][10] - MasTec (Zacks Rank 2) with an average four-quarter earnings surprise of 26.03% [10] - Virgin Galactic (Zacks Rank 2) with an average four-quarter earnings surprise of 21.99% [11] - AeroVironment (Zacks Rank 2) with an average four-quarter earnings surprise of 18.40% [11] - Blackbaud (Zacks Rank 1) with an average four-quarter earnings surprise of 1.20% [12]

Core Insights - TeraWulf Inc. reported a decrease in revenue for Q1 2025, totaling $34.4 million, down 19% from $42.4 million in Q1 2024, primarily due to the April 2024 halving, increased network difficulty, and elevated power prices [4][11] - The company achieved a self-mining capacity of 12.2 EH/s, reflecting a 52.5% year-over-year increase, and self-mined 372 bitcoins during the quarter [6][8] - TeraWulf held $219.6 million in cash and bitcoin as of March 31, 2025, and repurchased $33 million of common stock in 2025 [10][2] Financial Performance - Revenue for Q1 2025 was $34,405,000 compared to $42,433,000 in Q1 2024 [21] - Cost of revenue (excluding depreciation) increased to $24,553,000, representing 71.4% of revenue, compared to $14,408,000 or 34.0% in Q1 2024 [4][11] - The net loss for Q1 2025 was $61,418,000, compared to a net loss of $9,613,000 in Q1 2024 [21] Operational Highlights - The company energized Miner Building 5, increasing total capacity to 245 MW and enhancing hashrate to 12.2 EH/s [1][10] - TeraWulf aims to secure additional HPC customers, targeting 200-250 MW operational by year-end 2026 [1][9] - The average operating hash rate decreased to 7.3 EH/s in Q1 2025 from 8.0 EH/s in Q1 2024 [6] Strategic Initiatives - TeraWulf is focused on developing scalable, sustainable infrastructure for Bitcoin mining and high-performance computing [7][10] - The company plans to begin HPC hosting revenue in Q2 2025 as data halls come online [10] - Management emphasized the importance of disciplined capital allocation, as evidenced by the share repurchase program [10][15]

Willdan Group (WLDN) Q1 2025 Earnings Call May 08, 2025 05:30 PM ET Company Participants Al Kaschalk - Vice PresidentMichael Bieber - CEO & DirectorCreighton Early - Executive VP & CFO Conference Call Participants Craig Irwin - Managing Director, Senior Research AnalystTim Moore - Managing Director, Senior Research Analyst Operator Greetings and welcome to the Welldan Group First Quarter Fiscal Year twenty twenty five Financial Results Conference Call. At this time, all participants are in a listen only mod ...

Financial Data and Key Metrics Changes - The company reported record first quarter results for revenue, adjusted EBITDA, and EPS, surpassing both analysts' expectations and internal forecasts [4] - Contract and net revenue each grew by 24% year over year, adjusted EBITDA rose by 31%, GAAP diluted EPS increased by 52%, and adjusted diluted EPS was up by 58% [4][22] - Net income for Q1 2025 was $4.7 million, up 59% from $2.9 million in Q1 2024, with a favorable effective income tax rate of 9.75% [22] Business Line Data and Key Metrics Changes - The energy segment accounted for over 80% of total revenue, with revenue in this segment rising by 25% [9][20] - The engineering and consulting segment revenues increased by 20%, reflecting strong client demand and continued geographic expansion [20] - The company completed two acquisitions that contributed $6 million to contract revenue in the quarter [19] Market Data and Key Metrics Changes - Commercial customers are forecasted to comprise 15% of revenue, double the percentage from the previous year, while state and local government customers are expected to be 44% and utilities around 41% [6] - Demand remains healthy across all customer groups, particularly in electricity usage at data centers driven by AI [6][7] Company Strategy and Development Direction - The company aims to pursue acquisitions that expand capabilities and relationships with commercial customers [6] - The focus is on energy efficiency and modernization projects, with significant contracts awarded for EV charging stations and solar arrays [11][12] - The company is positioned to benefit from structural shifts in the energy landscape, including electrification and increased electricity demand from data centers [14] Management's Comments on Operating Environment and Future Outlook - Management noted that recent federal spending cuts have had little impact on the company's backlog or near-term visibility [8] - The company is monitoring tariff risks and has implemented flexible contract terms to mitigate potential impacts [16][31] - Management raised the 2025 financial targets based on strong Q1 performance, expecting net revenue between $325 million and $335 million [25] Other Important Information - The company ended the quarter with $38 million in cash and access to an undrawn $50 million line of credit, resulting in total liquidity of $88 million [23] - The company has minimal exposure to direct federal contracts, which has insulated it from recent federal spending cuts [8] Q&A Session Summary Question: Impact of tariffs on the company - Management acknowledged the potential for price escalation and project delays due to tariffs but noted that they have not seen short-term impacts yet [31][32] Question: Conversations with customers regarding load growth - Management indicated that conversations with utilities and government customers have shifted towards updating forecasts and CapEx spending due to changes in electricity demand dynamics [35][36] Question: Confidence in raising guidance - Management raised guidance due to strong Q1 performance across all areas and customer interest in expanding contracts [39][40] Question: Any signs of slowdown in demand - Management reported no significant headwinds in operations, with the main concern being equipment risks related to tariffs [44][45] Question: Integration of recent acquisitions - Management confirmed that cross-selling between the acquired companies has already begun, with close communication established [55]

Reports Adjusted EBITDAS of $5.1 million, representing a 61% improvement from prior year CALGARY, Alberta, May 08, 2025 (GLOBE NEWSWIRE) -- FLINT Corp. (“FLINT” or the "Company") (TSX: FLNT) today announced its results for the three months ended March 31, 2025. All amounts are in Canadian dollars and expressed in millions of dollars unless otherwise noted. “EBITDAS” and “Adjusted EBITDAS” are not standard measures under IFRS. Please refer to the Advisory regarding Non-GAAP Financial Measures at the end of t ...