Sonida Senior Living (NYSE:SNDA) M&A Announcement November 05, 2025 09:00 AM ET Speaker0Good morning. My name is Carrie, and I will be your conference operator today. At this time, I would like to welcome everyone to the Sunita Living Strategic Murder Conference Call. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question and answer session.I would now like to turn the call over to Jason Pigleczyn with Investor Relations. Please go ahead, si ...

RingCentral (NYSE:RNG) Update / Briefing November 05, 2025 09:00 AM ET Speaker2Good morning, New York. And good morning, good afternoon and good evening to everybody listening to us on the webcast. Thank you for joining us today. Hopefully you get a chance to take a look at our Safe harbor statement. You've seen it before, I'm sure, with our many, many earnings calls and these presentations. Just keep this in mind as we go through the comments today, as well as when you're watching the replay of this. Okay. ...

Palvella Therapeutics (NasdaqCM:PVLA) Update / Briefing November 05, 2025 08:30 AM ET Speaker1Stones. Moving left to right, number one, we are charging towards the clinic with our Qtorin Rapamycin for clinically significant angiokeratomas program, our third clinical indication for Qtorin Rapamycin. Number two, today we achieve our second of four milestones with the announcement of our next Qtorin platform program, Qtorin Pitavastatin for the treatment of disseminated superficial actinic porokeratosis. As no ...

Palvella Therapeutics (NasdaqCM:PVLA) Update / Briefing November 05, 2025 08:30 AM ET Speaker2Hello, and thank you for standing by. Welcome to Palvella Therapeutics conference call to discuss new product candidate Qutarwin Bhutab with us. All lines have been placed on mute to prevent any background noise. I would now like to turn the conference over to Bohan Wei. You may begin.Speaker4Thank you, Operator. Good morning, and thank you for joining the Palvella Therapeutics conference call to discuss our new pr ...

Nordea Bank (OTCPK:NBNK.F) 2025 Capital Markets Day November 05, 2025 07:00 AM ET Speaker0Good afternoon, everyone, and welcome to Nordea's 2025 Capital Markets Day. I'm Ilkka Ottola, Head of Investor Relations, and I'll be your moderator for the day. Today, we'll dive into the details behind our 2030 strategy with updated priorities and financial targets. We are excited to have the opportunity to talk about how we will take Nordea to the next level and create shareholder value. Let me briefly go through th ...

Koninklijke KPN (OTCPK:KKPN.F) Update / Briefing November 05, 2025 07:00 AM ET Speaker2Good afternoon everyone and welcome to KPN Strategy Update 2025. We are now at the midpoint of our Connect, Activate and Growth strategy. Today we will share our progress so far and provide a vision of what KPN will look like in the future. Before I hand over to our CEO Joost Farwerck and CFO Chris Figee, I would like to outline today's agenda. First, we will reflect on where KPN stands today. We will update you on our in ...

CSL (OTCPK:CSLL.Y) 2025 Capital Markets Day November 04, 2025 07:00 PM ET Company ParticipantsDave Ross - CEOPaul Perreault - CEONoneThank you, Fiona.Paul PerreaultThank you, Fiona. Good evening, everyone, and good morning to those online. It's great to see everyone here in the beautiful city of Chicago. I ran into Paul in the elevator. I was surprised how great the weather is here. But I know many of you traveled a long distance to be with us here today, and we certainly appreciate that, and we want to ack ...

Summary of Woodside Energy Group's 2025 Capital Markets Day Company Overview - **Company**: Woodside Energy Group (NYSE: WDS) - **Headquarters**: Australia - **Employees**: Over 4,500 globally - **Established**: More than 70 years ago - **2024 Performance**: Sold 204 million barrels of oil equivalent with an EBITDA margin of 70% [5][6] Strategic Direction - **Long-term Returns**: Focus on delivering long-term returns and maximizing operational performance [3][11] - **Growth Projects**: Significant projects include Louisiana LNG, Scarborough, and Beaumont New Ammonia, targeting a 50% increase in sales volumes to over 300 million barrels of oil equivalent by 2032 [7][20] - **Financial Goals**: Expected net operating cash flow of approximately $9 billion by 2032, representing over 6% compound annual growth rate [8][12] Key Business Activities - **LNG Operations**: Operating approximately 19 million tonnes per annum of LNG, with an additional 5 MTPA under construction at Pluto [6] - **International Oil Production**: Producing oil from the Gulf of Mexico and offshore Senegal, with a project in Mexico targeting 100,000 barrels per day [6] - **Lower Carbon Ammonia**: First production from Beaumont New Ammonia project targeted for late 2025 [6][29] Competitive Advantages - **Diversified Portfolio**: Low break-even price of $34 per barrel, operational excellence, and strong customer relationships [10][11] - **Reliability**: Achieved 100% reliability at Pluto LNG plant in Q3 2025 and over 98% in Senegal oil development [10][14] - **Financial Discipline**: Strong balance sheet and commitment to returning value to shareholders, with approximately $11 billion in dividends paid since 2022 [5][22] Market Dynamics - **Energy Demand**: Anticipated growth in LNG demand, particularly in Asia and Europe, driven by energy security and decarbonization goals [24][26] - **LNG Market Growth**: Global LNG demand grew by 65% from 2015 to 2024, with a forecasted 60% growth by 2035 [25] - **Regulatory Support**: Emerging regulations supporting lower carbon ammonia and other sustainable energy sources [30][31] Project Highlights - **Louisiana LNG**: Final investment decision made for three trains with a capacity of 16.5 million tonnes per annum, targeting first LNG in 2029 [17][19] - **Scarborough Energy Project**: Expected to produce up to 8 million tonnes of LNG per year, with first LNG cargo targeted for the second half of 2026 [51][55] - **Northwest Shelf Project**: Recent approval for ongoing operations beyond 2030, ensuring continued value delivery [49] Sustainability and Innovation - **Sustainability Focus**: Strong sustainability performance as a key driver for business, with objectives across health, safety, climate, and biodiversity [13][31] - **Technological Advancements**: Use of AI and real-time analytics to improve operational efficiency and reduce emissions [57][58] Financial Management - **Capital Management Framework**: Disciplined approach to capital allocation, maintaining an investment-grade credit rating and targeting a gearing ratio of 10%-20% [34][35] - **Dividend Policy**: Minimum payout of 50% of underlying profit, with an average annualized dividend yield of over 8% since 2022 [22][35] Conclusion - **Future Outlook**: Woodside is positioned for transformative growth through disciplined execution of its strategy, focusing on maximizing performance, delivering for stakeholders, and creating new opportunities in the energy sector [31][41]

Monro (NasdaqGS:MNRO) FY Conference November 04, 2025 05:00 PM ET Speaker2All right. So last but certainly not least, happy to introduce Monro. So they're an auto repair and service provider. They serve the do-it-for-me segment, which is about 50% of their business. Exciting story as they go through their turnaround plan. Led by President CEO Peter Fitzsimmons and Executive VP and CFO Brian D'Ambrosia. Pleasure to have you guys here, and we'll get it started.Speaker0Everybody hear me okay?Speaker2So maybe t ...

O’Reilly Automotive (NasdaqGS:ORLY) FY Conference November 04, 2025 04:30 PM ET Company ParticipantsJeremy Fletcher - CFOBrent Kirby - PresidentGreg Melich - Senior Managing DirectorMax Rakhlenko - Managing DirectorConference Call ParticipantsBrian Sponheimer - Research AnalystMichael Lasser - Equity Research AnalystBrian SponheimerOkay. Moving along, another absolutely terrific company, and one that has been an amazing investment for investors who have entered almost at any point over the course of the las ...