Juhan Aguraiuja, CEO of Enefit Green comments: " In the first quarter, we produced 617 GWh of electricity, which is 25% more than a year earlier, and 105 GWh of thermal energy, which is 19% less. Although electricity production increased, the overall result for the quarter was affected by exceptionally low wind speeds in February. The decrease in thermal energy production was related to the sale of the biomass-based cogeneration and pellet business, which took place at the end of 2023 and the beginning of 2 ...

Core Insights - Scatec reported strong financial performance in Q1 2025, with proportionate revenues of NOK 2.39 billion, up from NOK 1.23 billion, and an EBITDA of NOK 1.38 billion, compared to NOK 0.85 billion in the same period last year [1][7] Financial Performance - Power plants generated 979 GWh in Q1 2025, an increase from 901 GWh in Q1 2024, primarily due to strong hydrology in the Philippines and Laos [2] - Power production revenues reached NOK 1.62 billion, up from NOK 1.06 billion, with EBITDA of NOK 1.39 billion, compared to NOK 0.87 billion [2] - The Development & Construction (D&C) segment delivered revenues of NOK 0.75 billion, significantly up from NOK 0.15 billion, with a gross margin of 11% [3] - Consolidated revenues and other income for Q1 2025 were NOK 1.81 billion, with an EBITDA of NOK 1.51 billion and a net profit of NOK 0.76 billion, compared to a loss of NOK 0.03 billion in the previous year [7] Strategic Developments - The company reduced net corporate debt by approximately NOK 1.8 billion to NOK 5.2 billion, supported by NOK 2.6 billion in proceeds from asset divestments in Uganda and Vietnam [4] - Scatec initiated construction on 56 MW additional battery storage capacity in the Philippines and announced its largest solar and battery hybrid project in Egypt, with a capacity of 1.1 GW solar and 100 MW/200 MWh battery storage [5] - New power purchase agreements in Egypt and Tunisia added 1.3 GW of capacity to the backlog, reinforcing Scatec's construction pipeline [5] Future Outlook - Full year 2025 proportionate power production is estimated to remain unchanged at 4.1 - 4.5 TWh, while the EBITDA estimate has been increased by NOK 400 million to NOK 4.15 – 4.45 billion [10] - The remaining D&C contract value for projects under construction is NOK 6.7 billion, with an estimated gross margin of 10-12% for these projects [10] Company Overview - Scatec is a leading renewable energy solutions provider, with 6.2 GW in operation and under construction across five continents, committed to growing renewable energy capacity [11]

Earnings Presentation First Quarter 2025 Forward Looking Statements Other important factors that we think could cause our actual results to differ materially from expected results are summarized below, including the impact of the Inflation Reduction Act ("IRA") and on the U.S., regional and global economies, the U.S. climate solutions market and the broader financial markets. Other factors besides those listed could also adversely affect us. In addition, we cannot assess the impact of each factor on our bus ...

Company Overview - GEVO Inc. is set to report its first-quarter 2025 results on May 13, after market close [1] - The company had an earnings surprise of 18.18% in the last reported quarter, but a trailing four-quarter average negative earnings surprise of 1.29% [1] Revenue Expectations - The Zacks Consensus Estimate for GEVO's revenues is $26.4 million, reflecting a significant growth of 560.4% compared to the prior-year quarter [2] - Increased sales from environmental attributes related to GEVO's RNG project, following the anticipated final pathway approval under the Low Carbon Fuel Standard Program, are expected to enhance top-line performance [1][2] Earnings Projections - The Zacks Consensus Estimate for GEVO's first-quarter loss is projected at 10 cents per share, indicating a deterioration from the loss of eight cents in the prior-year quarter [3] - Higher project development costs for future Alcohol-to-Jet Projects and Verity growth initiatives, along with increased interest expenses, are likely to negatively impact bottom-line performance [2] Earnings Prediction Model - The Zacks model does not predict a conclusive earnings beat for GEVO this time, with an Earnings ESP of -20.00% [4] - GEVO currently holds a Zacks Rank of 3, indicating a Hold rating [5]

Core Viewpoint - Momentum investing focuses on "buying high and selling higher" rather than traditional strategies of "buying low and selling high" [1] Group 1: Momentum Investing Characteristics - Momentum investing can be risky as stocks may lose momentum when their valuations exceed future growth potential [2] - Investing in bargain stocks with recent price momentum may be a safer approach [3] Group 2: Stem, Inc. (STEM) Analysis - STEM has shown a significant price increase of 46.4% over the past four weeks, indicating growing investor interest [4] - The stock gained 0.1% over the past 12 weeks and has a beta of 1.42, suggesting it moves 42% more than the market [5] - STEM has a Momentum Score of A, indicating a favorable time to invest [6] - The stock has a Zacks Rank 2 (Buy) due to upward revisions in earnings estimates, which attract more investors [7] - STEM is trading at a Price-to-Sales ratio of 0.54, suggesting it is undervalued at 54 cents for each dollar of sales [7] Group 3: Additional Investment Opportunities - Besides STEM, there are other stocks that meet the criteria of the 'Fast-Paced Momentum at a Bargain' screen [8] - Investors can explore over 45 Zacks Premium Screens tailored to different investing styles [9]

Group 1: Acquisition Details - 3Lions Oy, the controlling company of Arto Räty, has acquired 106,287 shares of Summa Defence Oy at approximately 0.94 euro per share, totaling around 100,000 euros [1] - The shares acquired will be exchanged for 4,999,998 shares of Meriaura Group Oyj, subject to an 18-month transfer restriction [1] Group 2: Company Overview - Meriaura Group Plc operates in two business areas: Marine Logistics and Renewable Energy [2] - Meriaura Oy, part of the Marine Logistics business, specializes in low-emission marine transport services for bulk cargo and project deliveries in Northern Europe, particularly in the Baltic Sea and North Sea regions [3] - VG-EcoFuel Oy, included in the Marine Logistics business, produces biofuels from bio-oils and recycled oils [4] Group 3: Renewable Energy Focus - The Renewable Energy business of Meriaura Group focuses on clean energy solutions, designing and delivering clean energy production systems for industry and district heating [5] - The Renewable Energy segment includes Rasol Oy, which provides solar power systems for various applications [5] Group 4: Stock Information - Meriaura Group's shares are listed on Nasdaq First North Growth Market Sweden under the name MERIS and on Nasdaq First North Growth Market Finland under the name MERIH [6]

Core Viewpoint - Vast Renewables Limited has announced its intention to voluntarily delist its ordinary shares and public warrants from Nasdaq as part of a broader strategy to simplify its corporate structure and reduce regulatory costs, aiming to better position itself for long-term success [1][2]. Group 1: Delisting and Deregistration - Vast plans to file a Form 25 with the U.S. SEC to delist its ordinary shares and public warrants around May 15, 2025, with the delisting expected to take effect ten days later, marking May 23, 2025, as the last trading day on Nasdaq [2]. - Following the delisting, Vast's ordinary shares and public warrants will begin trading in the over-the-counter (OTC) marketplace, and the company intends to file a Form 15 to deregister its securities and suspend SEC reporting obligations [2]. Group 2: Strategic Focus and Leadership Changes - The company is prioritizing financial closure for its 30MW Port Augusta utility-scale clean energy project, Vast Solar 1 (VS1), by the end of September 2025, which has received conditional funding of up to AUD180 million from the Australian Renewable Energy Agency [3]. - VS1 has been determined as 'not a controlled action' under the Environment Protection and Biodiversity Conservation Act, facilitating the commencement of construction later this year [4]. - Vast has promoted Lachlan Roberts to Chief Operating Officer and appointed David Collins as GM of Commercial to enhance operational focus and execution excellence for its projects [5]. Group 3: Company Overview - Vast is a renewable energy company based in Australia, developing clean energy solutions aimed at decarbonizing the grid and producing green fuels for the transport industry [6].

Financial Data and Key Metrics Changes - The company reported a revenue increase of 39% year-over-year, reaching $130 million, and adjusted EBITDA rose by 84% to $132 million [6][24][28] - Net income surged to $102 million, a 316% increase compared to $24 million in the previous year, largely driven by the Sunlight transaction [28][29] - The company reaffirmed its full-year guidance for 2025, expecting revenues between $490 million and $510 million and adjusted EBITDA between $360 million and $380 million [30] Business Line Data and Key Metrics Changes - Revenues from electricity sales increased by 21% to $110 million, attributed to new operational projects, with significant contributions from Atrisko and the Israel solar and storage cluster [24][26] - The Sunlight transaction contributed $42 million to adjusted EBITDA and $97 million to pretax profit, reflecting the higher valuation of the entire cluster [28][29] Market Data and Key Metrics Changes - The company secured financing of $1.5 billion for three major projects, demonstrating strong access to capital despite market uncertainties [9][29] - In Europe, there is rising demand for energy storage, with the company starting construction on 1.3 GWh of energy storage projects in Italy, Spain, and Sweden [12] Company Strategy and Development Direction - The company aims to triple its growth every three years, supported by a diversified supply chain strategy that mitigates tariff impacts [14][20] - The focus remains on meeting increasing energy demand from utilities across America, with a robust project pipeline [23] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the resilience of the business model and the ability to navigate changes in trade policies, with minimal impact on project economics [20][22] - The company is optimistic about the potential for revenue adjustments due to PPA negotiations, but currently does not foresee changes in guidance for 2025 [36][37] Other Important Information - The company has entered the standalone energy storage market in Poland, with 3.2 GWh under development [12] - A significant milestone was reached with the financial close for Country Acres and Quail Ranch, further supporting expansion plans [9][29] Q&A Session Summary Question: Potential for negotiations affecting revenue expectations - Management is optimistic about project results and does not foresee significant changes in revenue expectations due to PPA adjustments [35][36] Question: Update on CapEx negotiations and tariff impacts - Management indicated that negotiations are ongoing, with some contracts having automatic adjustments to mitigate tariff impacts [38][39] Question: Update on US pipeline qualifying for IRA credits - Management confirmed that projects under construction are fully covered by safe harbor provisions, with efforts ongoing for future projects [46] Question: Current financing environment - The company has successfully closed major financing transactions, indicating a resilient financing environment despite market challenges [49][50] Question: Tariff impact on non-Tesla sourced storage - Management stated that 20% of storage sourced from Chinese suppliers is protected through existing contracts and prior deliveries [51] Question: Sensitivity to tariffs from other countries - The company has a diversified supply chain strategy to mitigate risks from tariffs imposed on various countries [56][57] Question: Growth signs in Europe - Management noted strong demand for energy storage projects in Europe and ongoing development in Israel, particularly in agrosolar and data centers [58][60]

First Quarter 2025 Earnings Presentation 1 Legal disclaimer This presentation contains forward-looking statements within the meaning of the U.S. Private Securities Litigation Reform Act of 1995. We intend such forward-looking statements to be covered by the safe harbor provisions for forward-looking statements as contained in Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended (the "Exchange Act"). All statements contained in this present ...

Enlight Renewable Energy (ENLT) Q1 2025 Earnings Call May 06, 2025 08:00 AM ET Speaker0 Good day, and thank you for standing by. Welcome to the Enlight's First Quarter twenty twenty five Earnings Call. Please be advised that today's conference is being recorded. I would now like to hand the conference over to Jono Weiss, Director, IR. Please go ahead. Speaker1 Thank you, operator. Good morning, everyone, and thank you for joining our first quarter twenty twenty five earnings conference call for Enlight Rene ...