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AngloGold Ashanti plc(AU) - 2025 Q3 - Earnings Call Transcript
2025-11-11 15:00
AngloGold Ashanti (NYSE:AU) Q3 2025 Earnings Call November 11, 2025 09:00 AM ET Speaker0Good afternoon, ladies and gentlemen, and welcome to the AngloGold Ashanti twenty twenty five Q3 Results. All participants will be in listen only mode. A question and answer session will follow the formal presentation. Please note that this event is being recorded. I would now hand you over to Mr.Stuart Bailey. Please go ahead.Speaker1Thanks, Judith. It's good morning, good afternoon, everybody. Welcome to the Q3 results ...
Mako Mining (OTCPK:MAKO.F) 2025 Conference Transcript
2025-11-11 15:00
Mako Mining (OTCPK:MAKO.F) 2025 Conference November 11, 2025 09:00 AM ET Speaker0Next up, I'm excited to introduce Akiba Leisman. He's the CEO over at Mako Mining. Personally, quite curious to get an update as they recently expanded into the U.S. Akiba, I think you should be right there. Thank you so much for joining us.Speaker1Hi, thanks, Guy. Hi, my name is Akiba Leisman. I am the CEO of Mako Mining. As the slide says, we are fully funded gold growers in the Americas. We just recently completed a roughly ...
Tidewater(TDW) - 2025 Q3 - Earnings Call Transcript
2025-11-11 15:00
Tidewater (NYSE:TDW) Q3 2025 Earnings Call November 11, 2025 09:00 AM ET Speaker7Thank you for standing by. My name is Liz, and I'll be your conference operator today. At this time, I'd like to welcome everyone to the Tidewater Q3 2025 earnings call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question-and-answer session. If you would like to ask a question during this time, simply press star followed by the number one on your telephone ke ...
SFL .(SFL) - 2025 Q3 - Earnings Call Presentation
2025-11-11 15:00
Financial Highlights - SFL announced a dividend of $0.20 per share for the quarter[5, 25] - The company reported a net income of $9 million, resulting in earnings per share of $0.07[5] - Gross revenue reached $178 million[5] - Adjusted EBITDA was $113 million[5] Contracted Revenue and Backlog - The company has a contracted backlog of $40 billion[5, 8, 25] - Approximately 67% of the contracted backlog is with investment-grade counterparties[8] Fleet and Operations - The company's portfolio includes 30 container vessels, 18 tankers, 7 car carriers, and 2 energy assets[8] - The average charter term for container vessels is 72 years, for tankers 67 years, for car carriers 35 years, and for energy assets 33 years[8] - Utilization rates for container vessels, car carriers, tankers, and dry bulk vessels were all at 100%[11] - The company invested approximately $100 million in vessel efficiency upgrades since 2023[5] Balance Sheet and Capital Expenditure - The company's cash and cash equivalents at the end of the quarter were $278 million[22, 25] - The company has approximately $44 million of undrawn credit lines[23] - Remaining capital expenditures of $850 million are expected on five large container newbuildings[23]
VAALCO Energy(EGY) - 2025 Q3 - Earnings Call Presentation
2025-11-11 15:00
Q3 2025 Supplemental Information Profitably and Sustainably Growing Value November 2025 Q3 2025 Supplemental Information: Profitably and Sustainably Growing Value November 2025 Forward Looking Statements Safe Harbor This presentation of VAALCO Energy, Inc. ("Vaalco" or the "Company") includes "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended (the "Securities Act") and Section 21E of the Securities Exchange Act of 1934, as amended, which are intended to ...
Westport Fuel Systems(WPRT) - 2025 Q3 - Earnings Call Transcript
2025-11-11 15:00
Westport Fuel Systems (NasdaqGS:WPRT) Q3 2025 Earnings Call November 11, 2025 09:00 AM ET Speaker2Good day, and welcome to Westport's Q3 2025 conference call. At this time, all participants are in a listen-only mode. After the speaker presentation, there will be a question-and-answer session. To ask a question during the session, you will need to press star 11 on your telephone. You will then hear an automated message advising your hand is raised. To withdraw your question, press star 11 again. Please be ad ...
Workhorse(WKHS) - 2025 Q3 - Earnings Call Presentation
2025-11-11 15:00
Q3 2025 Earnings Call Today's Presenters © Copyright 2025 Workhorse. Confidential & Proprietary | 2 Rick Dauch CEO, Workhorse Bob Ginnan CFO, Workhorse November 11, 2025 Stan March VP, Corporate Development, Workhorse • 30+ years of automotive industry experience • 19 years serving in CEO roles • Multiple public and private board memberships • 25+ years of senior finance and leadership experience • Refined capital structures for firms in multiple industries • Executed multiple accounting and information tec ...
RadNet (NasdaqGM:RDNT) 2025 Investor Day Transcript
2025-11-11 15:00
RadNet (NasdaqGM:RDNT) 2025 Investor Day November 11, 2025 09:00 AM ET Speaker8Good morning, everybody. I'm Jane Mather. I'm the SVP of Corporate Communications for RadNet, and I'd like to welcome you all to RadNet's Investor Day 2025 here at the Nasdaq Marketplace here in New York City. We are thrilled to have so many here in person, as well as those joining us via the webcast. Please take a moment to silence your phones, and we're going to, as we get started. Before we begin, I'd like to note that today's ...
Revolution Medicines (NasdaqGS:RVMD) FY Conference Transcript
2025-11-11 15:02
Summary of Revolution Medicines FY Conference Call Company Overview - **Company**: Revolution Medicines (NasdaqGS:RVMD) - **Focus**: Development of daraxonrasib for pancreatic cancer and other RAS-driven cancers Key Points Industry and Product Development - **Ongoing Trials**: The company is conducting pivotal studies for daraxonrasib, particularly focusing on pancreatic cancer with the RESOLUTE 302 trial nearing completion of enrollment [1][2] - **Patient Population**: The phase one/two trial patient population is similar to those in phase three trials, with slightly worse prognostic factors, suggesting a representative sample for the upcoming phase three study [2] Trial Mechanics and Endpoints - **Primary Goal**: The main goal of the RESOLUTE 302 trial is to demonstrate an overall survival (OS) benefit, which is prioritized by the FDA for pancreatic cancer [4] - **Statistical Modeling**: The trial is powered for OS, with a high likelihood of reaching significance for progression-free survival (PFS) in interim analyses [5] - **Hierarchical Testing Strategy**: The trial will first evaluate the G12 mutation subset (85% of pancreatic cancer cases) before analyzing broader RAS mutation groups [6] Regulatory Designations - **Breakthrough Therapy Designation**: Daraxonrasib has received breakthrough therapy designation and orphan drug designation, which may accelerate the regulatory review process [9] - **Priority Review Voucher**: The company has received a priority review voucher, potentially allowing for a streamlined review process post-NDA filing [10] Future Trials and Strategies - **First-Line Pancreatic Cancer**: Plans to initiate the RESOLUTE 303 study, a three-arm trial comparing standard chemotherapy, daraxonrasib monotherapy, and daraxonrasib plus chemotherapy [11][12] - **Efficacy Data**: Phase one/two data showed promising overall response rates (ORR) of approximately 47% for monotherapy and 55% for combination therapy with gemcitabine [13] Treatment Paradigm - **RAS-Driven Cancers**: The underlying biology of pancreatic cancer is RAS-driven, leading to the design of trials that leverage effective RAS inhibitors [14] - **Patient-Centric Approach**: The company emphasizes providing multiple treatment options to cater to diverse patient needs and preferences [17][18] Other Cancer Studies - **Non-Small Cell Lung Cancer**: The RESOLVE 301 study is enrolling patients with any RAS mutation, targeting a significant portion of non-small cell lung cancer cases [25][26] - **Combination Therapies**: Plans to initiate a registration study in first-line non-small cell lung cancer combining daraxonrasib with chemotherapy and pembrolizumab [27][31] New Developments - **Zoldonrasib**: A RAS G12D-selective ON inhibitor is being developed, with potential applications in combination with daraxonrasib and aggressive chemotherapies [39][41] - **Clinical Strategy**: The company is exploring various combination regimens to maximize treatment efficacy for patients with RAS mutations [42] Additional Insights - **Market Positioning**: The company aims to differentiate its products in a competitive landscape by combining therapies that enhance patient outcomes [31][35] - **Long-Term Vision**: Revolution Medicines is focused on addressing unmet needs in RAS-driven cancers, with ongoing evaluations of its pipeline and potential new therapies [35][36]
Fermi LLC(FRMI) - 2025 Q3 - Earnings Call Transcript
2025-11-11 15:00
Fermi (NasdaqGS:FRMI) Q3 2025 Earnings Call November 11, 2025 09:00 AM ET Speaker1Ladies and gentlemen, thank you for standing by, and welcome to the Fermi Emmanuel third quarter 2025 earnings conference call. Today's call will be conducted by the company's Chief Financial Officer, Miles Everson. Before I turn the call over to Mr. Everson, I'd like to read the company's abbreviated Safe Harbor Statement. I'd like to remind you that statements made in this conference call concerning future revenues, results ...