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Atomera(ATOM) - 2025 Q2 - Earnings Call Presentation
2025-08-06 09:00
Q2 2025 Conference Call August 5, 2025 Atomera Incorporated 1 Safe Harbor This presentation contains forward-looking statements concerning Atomera Incorporated (""Atomera," the "Company," "we," "us," and "our"). The words "believe," "may," "will," "potentially," "estimate," "continue," "anticipate," "intend," "could," "would," "project," "plan," "expect" and similar expressions that convey uncertainty of future events or outcomes are intended to identify forward- looking statements. These forward-looking st ...
ICL(ICL) - 2025 Q2 - Earnings Call Presentation
2025-08-06 08:00
Financial Performance - Total sales reached $1.8 billion, with specialties-driven sales accounting for $1.5 billion[4] - Adjusted EBITDA was $351 million[4] - Adjusted diluted EPS stood at $009[4] - Operating cash flow amounted to $269 million[4] - Specialties-driven EBITDA reached $259 million[4] Segment Performance - **Industrial Products:** Sales were $319 million, with an EBITDA of $69 million, resulting in a 22% EBITDA margin[7] - **Potash:** Sales were $383 million, with an EBITDA of $115 million, leading to a 30% EBITDA margin The average potash CIF price was $333 per ton[12, 15] - **Phosphate Solutions:** Sales were $637 million, with an EBITDA of $134 million, resulting in a 21% EBITDA margin Phosphate Specialties sales were $336 million with $51 million EBITDA, while Phosphate Commodities sales were $301 million with $83 million EBITDA[17, 19] - **Growing Solutions:** Sales were $540 million, with an EBITDA of $56 million, resulting in a 10% EBITDA margin[21] Guidance and Outlook - The company maintains its specialties-driven EBITDA guidance between $095 billion and $115 billion for the full year 2025[57] - Potash sales volumes are updated to be between 43 million metric tons and 45 million metric tons[57] - The expected annual tax rate is approximately 30%[57]
Gold Road Resources (GOR) 2025 Earnings Call Presentation
2025-08-06 07:10
Gold Fields Scheme - Gold Road Board recommends shareholders vote for the Scheme, absent a superior proposal, with an independent expert's confirmation of its best interests[9] - Gold Road entered a binding scheme implementation agreement with Gold Fields on May 4, 2025[9] - Total cash consideration of A$3.40 per share if the Scheme were effective at May 2, 2025, including fixed cash of A$2.52 per share and variable cash of A$0.88 per share based on Northern Star shareholding[9] - The Scheme is progressing on track for October implementation[10] Share Price Performance - Assuming the Scheme was effective on August 1, 2025, the total Scheme consideration was $3.23, representing a 36% premium over the undisturbed last closing share price on March 21, 2025, of $2.38[12] - The $3.23 total Scheme consideration represents a 28% premium over the 30-day VWAP up to and including March 21, 2025, of $2.52[12] - The $3.23 total Scheme consideration represents a 32% premium over the 3-month VWAP up to and including March 21, 2025, of $2.45[12] - Gold Road's share price has outperformed the ASX 200 by 648% from 2015 ($0.43) to 2025 ($3.24)[21] Yamarna Mine Readiness Project - The Gilmour PFS demonstrates a 5-year project with a Probable Ore Reserve of 0.19 Moz at 4.10 g/t Au[23] - The Life of mine free cash flow is $377 million, NPV5 of $231 million at a gold price of A$3,500/oz[25] - The project targets ~50 koz pa at average AISC A$2,004/oz, with an Establishment Capex of $36 million[25] Capital Structure - The Market Cap is A$3,400M as of August 1, 2025[31] - Cash & Equivalents are A$242M as of June 30, 2025[31] - Liquid Investments are A$827M as of July 14, 2025[31]
Black Cat Syndicate (BC8) 2025 Earnings Call Presentation
2025-08-06 06:55
Company Overview - Black Cat Syndicate has approximately 708 million shares on issue[26] - The company's market capitalization was around $600 million as of August 5, 2025, with a share price of $0.855[26] - The company had approximately $54 million in cash and bullion as of June 30, 2025[26] - Directors hold approximately 3.7% of the company's shares, representing an investment of around $5.5 million[26] Production and Resources - The company is targeting a production rate of approximately 100,000 ounces of gold by the end of 2025[23, 71] - The company aspires to achieve over 200,000 ounces of gold per year from organic growth projects[24, 71] - Group Resources: 2.5 million ounces of gold at 2.9 g/t Au and approximately 13,000 tonnes of antimony at 1.7% Sb[24, 36, 70] - Kal East Gold Resource: 1.3 million ounces of gold at 2.1 g/t Au[37, 41, 43] - Paulsens Gold Resource: 548,000 ounces of gold at 4.0 g/t Au, including a high-grade underground Resource of 400,000 ounces at 9.5 g/t Au[38, 52] - Coyote Gold Resource: 645,000 ounces of gold at 5.5 g/t Au, including an underground Resource of 360,000 ounces at 14.6 g/t Au[38, 62] Operations and Growth - Gold production increased 33% quarter-over-quarter, with mine ramp-ups ongoing[24] - Kal East gold production increased 37% quarter-over-quarter to 12,156 ounces for the June Quarter[37, 43, 44] - Paulsens gold production increased 29% quarter-over-quarter to 4,600 ounces for the June Quarter[38, 52, 53] - Paulsens development increased 36% quarter-over-quarter to 1,684 meters[52, 53]
Honda Motor(HMC) - 2026 Q1 - Earnings Call Presentation
2025-08-06 06:30
Financial Performance (Q1 2025) - Operating profit decreased by 49.6% to 244.1 billion yen, compared to 484.7 billion yen in the same period last year[7] - Profit attributable to owners of the parent decreased by 50.2% to 196.6 billion yen, from 394.6 billion yen[7] - Sales revenue decreased slightly by 1.2% to 5,340.2 billion yen[7] - Operating margin declined by 4.4 percentage points to 4.6%[7] Financial Forecast (FYE 2026) - Revised operating profit forecast upward by 200 billion yen to 700 billion yen[3] - Revised profit for the year forecast to 420 billion yen[3] - Sales revenue forecast revised to 21,100 billion yen, a decrease of 2.7% from the previous year[8] - Operating profit forecast decreased by 42.3% to 700 billion yen[8] Shareholder Returns - Acquired 646.66 million of the company's own shares for 936.5 billion yen, achieving 85.1% of the planned acquisition[5, 9]
Shift4 Payments(FOUR) - 2025 H1 - Earnings Call Presentation
2025-08-06 06:00
Group plc Half Year Results 2025 KEVIN LYONS-TARR, CEO Highlights Results Summary Revenue $659.4m 1% Operating profit $70.7m 1% Basic EPS 197.4c 2% Cash and bank deposits $102.3m 2024 FY: $147.6m 2024 HY: $121.5m Interim Dividend 80.0c 2024 HY: 80.0c Half Year Results 2025 2 MICHELLE BRUKWICKI, CFO Financial Review 3 Income Statement | | H1 2025 | H1 2024 | | FY 2024 | | --- | --- | --- | --- | --- | | | $m | $m | | $m | | Revenue | 659.4 | 667.5 | -1% | 1,367.9 | | Cost of sales | (442.9) | (453.5) | -2% | ...
Encounter Resources (E6H) 2025 Earnings Call Presentation
2025-08-06 05:55
Company Overview - Encounter Resources has a market capitalization of approximately $130 million and an enterprise value of around $111 million [11] - The company holds a strong cash position of approximately $19 million as of June 30, 2025 [11, 16] - Major shareholders include Board/Management (35%), Other (26%), Institutions (18%), IGO (10%), and Chalice Mining (6%) [13] Aileron Project - West Arunta - The Aileron Project is targeted for IOCG copper-gold exploration [23] - An initial inferred Niobium Mineral Resource Estimate (MRE) was released in May 2025, showing 19.2Mt @ 1.74% Nb₂O₅ (≥1.0% cut-off) [35] - A high-grade intercept at the Joyce prospect showed 9m @ 2.2% Nb₂O₅ from 120m [38] Copper Projects - Paterson Province - Encounter Resources holds 100% ownership of the Lamil and Yeneena Copper Projects in the Paterson Province [46] - South32 has a farm-in agreement for the Jessica Copper project in the Northern Territory [49]
Astral Resources NL (AAR) 2025 Earnings Call Presentation
2025-08-06 05:40
Project Overview - Astral Resources is advancing the Mandilla Gold Project towards a multi-decade gold mining development with a target of 100,000 ounces per annum (kozpa) [1] - The project is located in the Kalgoorlie goldfields of Western Australia [23] - The company has a Mineral Resource inventory of 1.8 million ounces (Moz) and a Probable Reserve of 1.1 Moz [23] Pre-Feasibility Study (PFS) Highlights - The PFS demonstrates a long-life mine development with robust financial outcomes [31] - At a gold price of A$4,250/oz, the project has a pre-tax NPV8 of A$1.4 billion and pre-tax free cash flow of A$2.8 billion, with a payback period of approximately 12 months [35] - The project targets an average gold production of 95,000 ounces per year for the initial 12 years [35, 41] Resources and Reserves - The total Mineral Resource Estimate is 1.761 Moz, comprising 1.259 Moz Indicated and 0.502 Moz Inferred Resources [71] - The total Ore Reserve is 1.082 Moz, with a grade of 0.9 g/t Au [70] - The Theia deposit represents 81% of the Mandilla Mineral Resource Estimate (MRE), containing 1.2 Moz of gold [48] Financials and Costs - The All-in Sustaining Cost (AISC) is estimated at A$2,085/oz over the Life of Mine (LOM) [41, 67] - Pre-production capital expenditure is A$180.4 million [41] - Feysville is expected to contribute approximately A$250 million in free cash flow as a satellite mine [55] Development and Future Plans - The Definitive Feasibility Study (DFS) is underway, with a Final Investment Decision (FID) expected in July 2026 [42] - Construction is planned to commence in September 2026, with commissioning targeted for December 2027 [42] - The company plans approximately 10,000 meters of infill RC drilling at Theia in Stage 1 to further de-risk the Mandilla development [53]
FireFly Metals (MNXM.F) 2025 Earnings Call Presentation
2025-08-06 05:20
ASX | TSX FFM High Grade Copper and Gold For personal use only Significant and immediate growth through the drill bit • Building world-class scale – Already 1Mt of contained copper and 550koz of gold (24.4Mt for 460kt Cu and 200koz Au contained in M&I plus 34.5Mt for 690kt Cu and 350koz Au contained in Inferred) • Rapid Growth – 8 drill rigs turning • Dominant Position – A major copper and gold mineral district • Exceptional infrastructure – operational underground, shaft, processing plant, deep water port, ...
SK Telecom (SKM) - 2025 Q2 - Earnings Call Presentation
2025-08-06 05:00
SK telecom Investor Briefing Earnings for Q2 2025 2025.8.6. Disclaimer This presentation contains forward-looking statements with respect to the financial condition, results of operations, and business of SK Telecom (the "Company", or "SKT") and its subsidiaries, and plans and objectives of the management of the Company. The forward-looking statements are influenced by unknown risks, uncertainties, and other factors that may impact the actual performance and results of the Company. The Company does not make ...