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C3is (CISS) - 2025 Q4 - Earnings Call Transcript
2026-02-19 16:02
C3is (NasdaqCM:CISS) Q4 2025 Earnings call February 19, 2026 10:00 AM ET Company ParticipantsDiamantis Andriotis - CEONina Pyndiah - CFOOperatorGood day, and thank you for standing by. Welcome to the C3is Q4 2025 Financial and Operating Results webcast and conference call. At this time, all participants are in a listen-only mode. Please be advised that today's conference is being recorded. I would now like to hand the conference over to your first speaker today, Dr. Diamantis Andriotis. Please go ahead.Diam ...
Sprott(SII) - 2025 Q4 - Earnings Call Transcript
2026-02-19 16:02
Sprott (NYSE:SII) Q4 2025 Earnings call February 19, 2026 10:00 AM ET Company ParticipantsJohn Ciampaglia - CEOKevin Hibbert - CFOWhitney George - CEOConference Call ParticipantsBart Jerszynski - Managing Director and Equity Research AnalystEtienne Ricard - Equity Research AnalystGraham Ryding - Equity Research AnalystMatt Lee - Equity Research AnalystMike Kozak - Equity Research AnalystOperatorGood morning, ladies and gentlemen, and thank you for standing by. Welcome to Sprott Inc's 2025 fourth quarter res ...
John Deere(DE) - 2026 Q1 - Earnings Call Transcript
2026-02-19 16:02
Deere & Company (NYSE:DE) Q1 2026 Earnings call February 19, 2026 10:00 AM ET Company ParticipantsChris Seibert - Manager, Investor CommunicationsJosh Beal - Director of Investor RelationsJosh Jepsen - Chief Financial OfficerRyan Campbell - President, Worldwide Construction, Forestry, and Power SystemsConference Call ParticipantsAngel Castillo - AnalystChad Dillard - AnalystDavid Raso - AnalystEvan McCall - AnalystJairam Nathan - AnalystJamie Cook - Research AnalystKristen Owen - AnalystMike Shlisky - Analy ...
Nutrien(NTR) - 2025 Q4 - Earnings Call Transcript
2026-02-19 16:02
Nutrien (NYSE:NTR) Q4 2025 Earnings call February 19, 2026 10:00 AM ET Company ParticipantsBen Isaacson - Managing Director of Equity ResearchChris Reynolds - Executive Vice President and President, Nutrien Ag SolutionsJeff Holzman - SVP of Investor Relations and FP&AJustin Pellegrino - Equity Research AssociateKen Seitz - President and CEOMark Thompson - CFOConference Call ParticipantsAndrew Wong - Equity Research AnalystBen Theurer - Equity Research AnalystChris Parkinson - Managing Director and Senior Re ...
John Deere(DE) - 2026 Q1 - Earnings Call Transcript
2026-02-19 16:00
Deere & Company (NYSE:DE) Q1 2026 Earnings call February 19, 2026 10:00 AM ET Speaker10Good morning, and welcome to Deere & Company first quarter earnings conference call. Your lines have been placed in listen-only until the question and answer session of today's conference. I would now like to turn the call over to Mr. Josh Beal, Director of Investor Relations. Thank you. You may begin.Speaker6Hello. Welcome, and thank you for joining us on today's call. Joining me on the call today are Josh Jepsen, Chief ...
CF(CF) - 2025 Q4 - Earnings Call Presentation
2026-02-19 16:00
2025 Fourth Quarter and Full Year Financial Results February 18, 2026 NYSE: CF Safe harbor statement All statements in this presentation by CF Industries Holdings, Inc. (together with its subsidiaries, the "Company"), other than those relating to historical facts, are forward-looking statements. Forward-looking statements can generally be identified by their use of terms such as "anticipate," "believe," "could," "estimate," "expect," "intend," "may," "plan," "predict," "project," "will" or "would" and simil ...
Owl Rock(OBDC) - 2025 Q4 - Earnings Call Transcript
2026-02-19 16:00
Blue Owl Capital Corporation (NYSE:OBDC) Q4 2025 Earnings call February 19, 2026 10:00 AM ET Speaker10Good morning, everyone, and welcome to the Blue Owl Capital Corporation's fourth quarter and full year 2025 earnings call. As a reminder, this call is being recorded. At this time, I'd like to turn the call over to Mike Mosticchio, Head of BDC Investor Relations. Mike, please go ahead.Speaker9Thank you, operator, and welcome to Blue Owl Capital Corporation's fourth quarter and full year 2025 earnings confer ...
Coeur Mining(CDE) - 2025 Q4 - Earnings Call Presentation
2026-02-19 16:00
2025 Fourth Quarter and Full-Year Earnings 11:00 a.m. ET, February 19, 2026 NYSE: CDE NYSE: CDE JC 2016 1 Cautionary Statements This presentation contains forward-looking statements within the meaning of securities legislation in the United States and Canada, including statements involving strategic priorities and company strategies, growth, anticipated production, costs and expenses, exploration and development efforts, operations, expectations and initiatives at Las Chispas, Palmarejo, Rochester, Kensingt ...
Alamos Gold (AGI) - 2025 Q4 - Earnings Call Transcript
2026-02-19 16:00
Financial Data and Key Metrics Changes - In 2025, the company achieved record revenue of $1.8 billion, a 34% increase from 2024, and record free cash flow of over $350 million [4][11] - The average realized price for gold sold in Q4 was $3,998 per ounce, with total cash costs of $1,077 per ounce and all-in sustaining costs of $1,524 per ounce, which were above annual guidance [11][12] - Operating cash flow before changes in non-cash working capital increased 27% to a record $924 million for the full year [12][14] - The company returned $81 million to shareholders in 2025, doubling the amount returned in 2024 [14] Business Line Data and Key Metrics Changes - Production from the Island Gold District totaled 250,400 ounces in 2025, a 33% increase year-over-year, but slightly below the low end of revised annual guidance [16] - Young-Davidson produced 153,400 ounces for the full year, below revised guidance due to lower mining rates and grades [24] - The Mulatos District produced 141,600 ounces, in line with revised annual guidance [26] Market Data and Key Metrics Changes - The company expects a 12% increase in production for 2026, driven by ramp-up at Island Gold and Young-Davidson [5] - The three-year guidance indicates a 46% increase in production by 2028 at approximately 20% lower all-in sustaining costs [6][9] Company Strategy and Development Direction - The company plans to nearly double annual production to over 1 million ounces by the end of the decade, with a focus on internal funding for growth [5][10] - The expansion of the Island Gold District is expected to create one of the largest and most profitable gold operations in Canada, with an after-tax NPV of $12 billion at a gold price of $4,500 per ounce [9][22] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in a meaningful improvement in operational performance in 2026, driven by increased mining rates and lower costs [5][10] - The company highlighted the strong outlook for free cash flow generation and the potential for further dividend increases [14][48] Other Important Information - The company has increased its exploration budget to nearly $100 million for 2026, a 37% increase from 2025, reflecting ongoing growth in mineral reserves [29][30] - The Island Gold District's reserves increased by 32% to 16 million ounces, marking the seventh consecutive year of growth [29][30] Q&A Session Summary Question: Exploration targets at Young-Davidson - Management discussed the potential for higher-grade mineralization in the hanging wall and different lithologies, indicating ongoing drilling efforts [39][40] Question: Key deliverables for PDA project in 2026 - Management outlined the establishment of portal entrances and preparation for commissioning the mill complex as critical path items for 2026 [42][45] Question: Market reward for increased dividend - Management indicated that while the dividend has been increased by 60%, there is room for further growth, and investors should expect more dividends in the future [46][48]
Jackson(JXN) - 2025 Q4 - Earnings Call Transcript
2026-02-19 16:00
Jackson Financial (NYSE:JXN) Q4 2025 Earnings call February 19, 2026 10:00 AM ET Speaker5Hello, everyone, and welcome to the Jackson Financial 4Q25 Earnings Call. My name is Charlie, and I'll be coordinating the call today. You will have the opportunity to ask a question at the end of the presentation. If you'd like to register a question, please press star followed by one on your telephone keypad. I'll now hand over to our host, Liz Werner, Head of Investor Relations. Again, Liz, please go ahead.Speaker3Go ...