Core Viewpoint - The presentation focuses on the value creation model and management capital of the company, highlighting its diverse business segments and global reach [1][2]. Business Segments Overview - The company's business segments include architectural glass (45% of sales), electronics (approximately 20%), chemicals (25%), and life sciences and ceramics (about 10% each) [2]. - The glass business constitutes about half of the total sales, indicating its significance in the overall portfolio [2]. Global Presence - The company operates in over 30 countries and regions, emphasizing its global business operations [3].

Core Viewpoint - LanzaTech Global, Inc. is implementing a 1-for-100 reverse stock split to regain compliance with Nasdaq's minimum bid price requirement, effective August 18, 2025 [2][3]. Group 1: Reverse Stock Split Details - The reverse stock split will reduce the number of shares from 600 million to 2.58 billion authorized shares, with a par value change from $0.0001 to $0.0000001 per share [1]. - Post-split, every 100 shares will be combined into 1 share, and fractional shares will be rounded up to the nearest whole share [3][4]. - The new CUSIP number for the common stock will be 51655R200, and trading will continue under the symbol "LNZA" [3]. Group 2: Impact on Shareholders - The reverse stock split will affect all shareholders uniformly, maintaining their percentage interest in the company's equity, except for rounding adjustments [4]. - Stockholders holding shares electronically will not need to take action to receive post-split shares, while those with brokers should contact their holders for further information [5]. Group 3: Company Overview - LanzaTech is a carbon recycling company that transforms waste carbon into sustainable fuels, chemicals, materials, and protein, utilizing biorecycling technology to capture carbon emissions [6].

Financial Data and Key Metrics Changes - Revenue for Q2 2025 was $263 million, compared to $267 million in Q2 2024, reflecting a decline of $4 million or 1% year-over-year [8][24] - Gross profit decreased by $7 million or 12% year-over-year, with a gross profit percentage of 19% in Q2 2025 compared to 22% in Q2 2024 [10][25] - The company reported a net loss of $26 million for Q2 2025, compared to net income of $26 million in the prior year quarter, a decrease of $52 million [26] - Operational EBITDA for Q2 2025 was $9 million, down from $12 million in Q2 2024, a decline of $3 million [27] Business Line Data and Key Metrics Changes - The Advanced Materials and Chemicals (AMC) business continued to show revenue growth, indicating successful investments in this area [9][24] - The commercial print business remains the largest segment, with ongoing improvements in efficiency and product acceptance [13] Market Data and Key Metrics Changes - Year-to-date tariffs did not have a material impact on the business, and the company supports tariffs that benefit U.S. manufacturers [12] - The company continues to focus on U.S. manufacturing, with key production facilities located in Rochester, New York [11] Company Strategy and Development Direction - The company is focused on deleveraging its business and strengthening its balance sheet while investing in growth areas [7][35] - Kodak's CGMP pharmaceutical manufacturing facility is now registered with the FDA, allowing it to manufacture and sell regulated pharmaceutical products [15][36] - The company plans to use excess assets from the pension plan termination to pay down debt and reduce interest costs [20][37] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the uncertainty in the global business environment, including tariffs and logistics challenges, but remains committed to executing the long-term plan [7][35] - The company expects to continue investing in profitable growth businesses despite the challenges [36] Other Important Information - The termination and reversion process for the U.S. Kodak Retirement Income Plan (CRIP) is proceeding as planned, with an estimated $500 million in pension assets expected to revert to the company [18][20] - The Series C preferred stock was exchanged for common stock, eliminating the outstanding amount of $100 million in Series C preferred stock [19] Summary of Q&A Session - There was no formal Q&A session during the call, but the management team encouraged follow-up questions through the Investor Relations team [5]

Core Viewpoint - Koppers reported quarterly earnings of $1.48 per share, slightly missing the Zacks Consensus Estimate of $1.49 per share, but showing an increase from $1.36 per share a year ago [1][2] Financial Performance - The earnings surprise for the quarter was -0.67%, while the previous quarter saw a positive surprise of +26.79% with actual earnings of $0.71 per share against an expectation of $0.56 [2] - Koppers' revenues for the quarter ended June 2025 were $504.8 million, missing the Zacks Consensus Estimate by 9.42%, and down from $563.2 million year-over-year [3] Stock Performance - Koppers shares have increased approximately 2.7% since the beginning of the year, compared to a 7.8% gain in the S&P 500 [4] - The current Zacks Rank for Koppers is 3 (Hold), indicating expected performance in line with the market in the near future [7] Future Outlook - The consensus EPS estimate for the upcoming quarter is $1.58 on revenues of $549.7 million, and for the current fiscal year, it is $4.61 on revenues of $2.02 billion [8] - The outlook for the Chemical - Diversified industry, to which Koppers belongs, is currently in the bottom 7% of over 250 Zacks industries, which may impact stock performance [9]

Company Performance - Kronos Worldwide reported a quarterly loss of $0.08 per share, missing the Zacks Consensus Estimate of $0.13, and down from earnings of $0.17 per share a year ago, representing an earnings surprise of -161.54% [1] - The company posted revenues of $494.4 million for the quarter ended June 2025, missing the Zacks Consensus Estimate by 1.32%, and down from $500.5 million in the same quarter last year [2] - Over the last four quarters, Kronos Worldwide has surpassed consensus EPS estimates only once and has topped consensus revenue estimates just once [2] Stock Performance - Kronos Worldwide shares have declined approximately 43.6% since the beginning of the year, contrasting with the S&P 500's gain of 7.1% [3] - The current Zacks Rank for Kronos Worldwide is 4 (Sell), indicating expectations of underperformance in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.14 on revenues of $484.36 million, and for the current fiscal year, it is $0.53 on revenues of $1.9 billion [7] - The trend of estimate revisions for Kronos Worldwide was unfavorable prior to the earnings release, which may impact future stock movements [5][6] Industry Context - The Chemical - Diversified industry, to which Kronos Worldwide belongs, is currently ranked in the bottom 7% of over 250 Zacks industries, suggesting a challenging environment [8]

Core Viewpoint - Chemours reported quarterly earnings of $0.58 per share, exceeding the Zacks Consensus Estimate of $0.46 per share, and showing an increase from $0.38 per share a year ago, indicating a strong earnings surprise of +26.09% [1] Group 1: Earnings Performance - The company has surpassed consensus EPS estimates three times over the last four quarters [2] - Chemours posted revenues of $1.62 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 2.98%, compared to $1.54 billion in the same quarter last year [2] - The earnings report reflects a significant improvement in earnings performance compared to the previous quarter, where the expected earnings were $0.19 per share, but the actual was $0.13, resulting in a surprise of -31.58% [1][2] Group 2: Stock Performance and Outlook - Chemours shares have declined approximately 27.8% since the beginning of the year, contrasting with the S&P 500's gain of 7.6% [3] - The company's earnings outlook is crucial for assessing future stock performance, with current consensus EPS estimates at $0.50 for the coming quarter and $1.47 for the current fiscal year [4][7] - The Zacks Rank for Chemours is currently 5 (Strong Sell), indicating expectations of underperformance in the near future [6] Group 3: Industry Context - The Chemical - Diversified industry, to which Chemours belongs, is currently ranked in the bottom 7% of over 250 Zacks industries, suggesting a challenging environment for stock performance [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact Chemours' stock performance [5]

Core Viewpoint - Air Products and Chemicals (APD) reported quarterly earnings of $3.09 per share, exceeding the Zacks Consensus Estimate of $2.98 per share, but down from $3.20 per share a year ago [1][2] Financial Performance - The company achieved revenues of $3.02 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 0.18% and showing an increase from $2.99 billion year-over-year [3] - The earnings surprise for the quarter was +3.69%, while the previous quarter saw a surprise of -5.28% [2] Market Performance - Air Products and Chemicals shares have remained flat since the beginning of the year, contrasting with the S&P 500's gain of 8.2% [4] - The stock currently holds a Zacks Rank 4 (Sell), indicating expectations of underperformance in the near future [7] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $3.48 on revenues of $3.22 billion, and for the current fiscal year, it is $12.03 on revenues of $12.07 billion [8] - The industry outlook is unfavorable, with the Chemical - Diversified sector ranking in the bottom 6% of over 250 Zacks industries, which may impact stock performance [9]

Core Points - Royal Vopak has completed its share buyback program, returning EUR 100 million to shareholders as announced on 19 February 2025 [1] - A total of 2,551,949 ordinary shares, representing 2.17% of the company's outstanding shares, were repurchased at an average price of EUR 39.19 per share [2] - After the cancellation of these shares, the total number of issued outstanding shares will be 115,264,199 [2] Company Overview - Royal Vopak provides storage and infrastructure solutions for essential products, including liquids and gases for energy, chemicals for manufacturing, and edible oils for cooking [3] - The company has been a leader in fundamental transformations for over 400 years, focusing on safety, reliability, and efficiency [3] - Vopak is actively supporting the energy transition by developing infrastructure solutions for hydrogen, ammonia, CO₂, battery energy storage systems, and low-carbon fuels [3] - The company is listed on Euronext Amsterdam and is headquartered in Rotterdam, the Netherlands [3]

Group 1 - Gevo, Inc. will host a conference call on August 11, 2025, at 4:30 p.m. ET to report its financial results for Q2 2025 [1] - Participants can register for the live call through a provided weblink and will receive a dial-in number and pin after registration [1] - A webcast replay of the conference call will be available two hours after it ends, accessible in the Investor Relations section of Gevo's website [2] Group 2 - Gevo is a diversified energy company focused on producing cost-effective, drop-in fuels that enhance energy security and support rural economic growth [3] - The company operates one of the largest dairy-based renewable natural gas facilities in the U.S. and an ethanol plant with a carbon capture and sequestration facility [3] - Gevo owns the world's first production facility for specialty alcohol-to-jet fuels and employs a market-driven approach to ensure value delivery to local economies [3]

Leadership Changes - Sushmita Koyanagi has been appointed as Chief Financial Officer, effective June 2, 2025, succeeding Justin Pugh, who served as interim CFO since January 2025 [1][3] - Amanda Fuisz will assume the role of interim General Counsel, effective June 13, 2025, succeeding Joseph Blasko [2][3] Cost Reduction and Strategic Focus - The leadership changes are part of a strategy to streamline operations and reduce costs, with anticipated annual cost reductions of approximately $1 million [5] - The company aims to better allocate resources towards promising commercial opportunities, particularly in sustainable aviation fuel production [5] Board of Directors Update - Gary Rieschel, a long-serving board member, will retire at the conclusion of his current term and will not seek re-election at the Annual Meeting of Stockholders on July 21, 2025 [4][5]