Earnings Conference Call Fourth Quarter and Full Year 2025 Cautionary Statements and Risk Factors That May Affect Future Results This presentation includes forward-looking statements within the meaning of the federal securities laws. Actual results could differ materially from such forward-looking statements. Factors that could cause actual results to differ are discussed in the Appendix herein and in XPLR Infrastructure's SEC filings. Non-GAAP Financial Information This presentation refers to certain finan ...

Core Insights - The Schwab U.S. Small-Cap ETF (SCHA) has achieved a 5.5% return year-to-date, benefiting from its low annual expense ratio of 0.04%, which is among the lowest in the small-cap category [2][8] - Recent analyses have shown mixed opinions on SCHA, with some sources highlighting its attractiveness due to low costs and historical performance, while others have downgraded it, suggesting that current market conditions favor large-cap stocks over small-cap stocks [3] Interest Rate Impact - Small-cap stocks are significantly affected by borrowing costs, as they rely more on debt for growth compared to larger firms. The current 10-year Treasury yield is at 4.24%, which poses challenges for small-cap companies [4][8] - If Treasury yields rise towards 4.5% or higher, the increased cost of capital could compress small-cap valuations more rapidly than those of large caps, making interest rate direction a critical factor for SCHA's near-term performance [4] Portfolio Composition - SCHA's portfolio is highly diversified, containing over 500 positions with no single holding exceeding 0.50% of total assets, which shifts performance drivers from individual stock selection to sector allocation [6] - The fund's major sector allocations include Industrials, Financials, and Information Technology, which together account for approximately half of the total assets and are key determinants of the fund's performance relative to its benchmark [6] Notable Holdings - The ETF has significant exposure to emerging sectors such as quantum computing through Rigetti Computing (RGTI), renewable energy infrastructure, and cryptocurrency mining operations [7] - Rocket Companies (RKT), a top holding, illustrates the volatility and growth potential typical of small-cap businesses that have not yet scaled their operations [7]

Core Insights - Sanity United ApS has developed an integrated platform that combines electric mobility, renewable energy infrastructure, and AI-powered task management to provide sustainable errand services in urban areas [1][17] - The platform aims to address inefficiencies in traditional delivery services by offering a comprehensive solution for various daily tasks using zero-emission transport powered by renewable energy [2] Integrated Ecosystem Architecture - The platform consists of five interconnected components: Sanity Care, Sanity Energy, Sanity Energy Optimization, Sanity AI, and Blockchain Integration [4][8] - Sanity Care serves as the customer interface, allowing service requests through voice or text in multiple languages, while managing logistics and pricing [4] - Sanity Energy operates a hybrid renewable energy station that combines solar and wind power, capable of charging up to 20 electric vehicles (EVs) simultaneously [5] - Sanity Energy Optimization directs surplus renewable power to cryptocurrency processing during off-peak periods, enhancing energy usage efficiency [6] - Sanity AI manages task assignments, resource allocation, and system optimization, utilizing digital twin technology to predict operational bottlenecks [7] Infrastructure and Technical Specifications - The renewable energy station integrates solar arrays and wind turbines to ensure consistent power generation, with energy storage distributed according to operational needs [9] - The energy optimization infrastructure supports 350 latest-generation ASIC computing units and includes in-vehicle energy optimization capabilities [10] Institutional Interest and Development Progress - Sanity United is in discussions with a major Europe-based investment fund, indicating institutional interest in its integrated approach [11] - The company has completed proof-of-concept phases in Denmark, chosen for its high renewable energy penetration [13] Community Engagement and Growth Strategy - The company has allocated $1 million in SUT tokens to support its ambassador program aimed at community building and engagement [14] - A five-year roadmap outlines plans for fleet capacity growth, energy infrastructure expansion, AI capabilities enhancement, and geographic reach, with key milestones including 50% fleet growth in Year 2 [16]

Core Viewpoint - Eastern International Ltd. has successfully completed two significant offshore wind farm projects in Jiangsu, showcasing its capabilities in managing complex logistics for renewable energy infrastructure [1][2]. Group 1: Project Completion - The company completed the Jiangsu Yancheng Three Gorges Fenghai Dafeng Offshore Wind Farm Project and Jiangsu Guoxin Dafeng Offshore Wind Farm Project, with a total installed capacity exceeding 1.6 million kilowatts [1]. - The total contract value for these two projects is more than RMB 49 million (approximately US$7.07 million) [1]. Group 2: New Contracts - Suzhou TC-Link, a wholly owned subsidiary of Eastern International, secured a large-scale offshore transportation contract with Guangdong Goldwind for the "Yangjiang Project," which includes road transportation, loading and unloading at port, sea transportation, and related services [2]. - The contract also involves road modifications for oversize and overweight cargos, indicating the complexity of the logistics required for the project [2]. Group 3: Industry Insights - The COO of Eastern International emphasized the importance of offshore wind power in clean energy development, highlighting the logistical challenges due to the oversized dimensions and excessive weight of wind power equipment [3]. - The collaboration with Guangdong Goldwind is seen as a strategic integration of manufacturing and logistics capabilities, enhancing efficiency in offshore wind power project logistics [3]. Group 4: Company Overview - Eastern International Ltd. is a holding company incorporated in the Cayman Islands, providing domestic and cross-border professional logistic and construction services [4]. - The company operates through its subsidiaries, including Suzhou TC-Link, and has a network covering key cities in mainland China, Hong Kong, Southeast Asia, and Central Asia [4].

Financial Performance & Guidance - Q3 2025 Adjusted EBITDA was $68 million[6], which annualizes to a run rate of $272 million[6] - Q4 2025 Adjusted EBITDA guidance is $65-70 million[13] - Q1 2026 Adjusted EBITDA guidance is $70-75 million[13] - Power Solutions Adjusted EBITDA for Q3 2025 was $58 million[13], with Q4 2025 guidance of $56-60 million[13] - Logistics Solutions Adjusted EBITDA for Q3 2025 was $17 million[13], with Q4 2025 guidance of $18-20 million[13] Capital Expenditures & Debt - Consolidated Capex for Q3 2025 was $63 million[9] - Remaining consolidated capex spend reflects standalone SEI needs as JV has its own third-party financing[9] - Pro Forma Potential Gross Debt with Fully Deployed JV Capacity is approximately $1403 million[6, 15] - Net to SEI Debt with Convertible Notes considered as Debt is approximately $1153 million[6, 15] - Net to SEI Debt with Convertible Notes considered as Shares is approximately $250 million[6, 15] Fleet & Capacity - Pro Forma Adjusted EBITDA at 2200 MW Operated is projected at $575-625 million Net SEI and $700-750 million Consolidated SEI[6] - The company expects to grow to a 2200 MW operated fleet by early 2028[9]

Core Insights - Beam Global has been granted a new patent for its innovative tracking technology that optimizes solar energy capture in hybrid solar-wind systems, enhancing energy efficiency and reliability [1][2][3] Patent Details - The patent, titled "Light Tracking Assembly for Solar and Wind Power Energy," ensures that the wind turbine is always positioned down-sun from the solar array, eliminating shading and maximizing solar exposure [2] - This design addresses a significant limitation of conventional hybrid systems, which often suffer from reduced solar yield due to shadowing from wind turbines [2] Product Impact - The patented technology enhances the efficiency of Beam Global's BeamSpot™ product line, which integrates solar, wind, and utility-generated electricity into proprietary batteries [3] - By improving renewable generation efficiency, the patent strengthens Beam Global's competitive advantage in the market, allowing for more electricity generation from a given footprint [3] Company Overview - Beam Global is a clean technology innovator focused on sustainable infrastructure products and technologies, operating in the clean energy and transportation sectors [4] - The company has a global presence with operations in the U.S., Europe, and the Middle East, and is listed on Nasdaq under the symbol BEEM [4]

Core Insights - Ares Management Corporation has acquired a 49% stake in a portfolio of assets from EDP Renováveis, with the total estimated enterprise value for 100% of the portfolio being approximately $2.9 billion [1] Company Summary - Ares Management Corporation is a leading global alternative investment manager [1] - EDP Renováveis, S.A. is recognized as a leading global developer, owner, and operator of renewable energy infrastructure [1]

Core Insights - Beam Global (NASDAQ:BEEM) is recognized as a hidden penny stock with potential for investment as it expands globally and focuses on revenue growth and new patents [1][2]. Group 1: Company Developments - Beam Global has recently secured a patent for its Phase Change Composite (PCC) material used in lithium-ion batteries, enhancing thermal management capabilities [2][3]. - The new patent, titled "Smart Phase Change Composite for Passive Thermal Management," allows the technology to act as a thermal switch, providing insulation when batteries are cold and cooling when they are hot [2][3]. - The CEO, Desmond Wheatley, emphasized that this innovation will improve battery performance in extreme conditions and cater to diverse customer needs [3]. Group 2: Market Position - Beam Global specializes in clean-technology infrastructure products and battery solutions, including EV ARC and Solar Tree DCFC, and was founded in 2006 [3].