Arcadia Biosciences (RKDA) Q1 2025 Earnings Call May 08, 2025 02:00 PM ET Speaker0 Hello, and welcome to Arcadia Biosciences First Quarter twenty twenty five Financial Results and Business Highlights Conference Call. At this time, all participants are in a listen only mode. After the speakers' presentation, there will be a question and answer session. Please be advised that today's conference is being recorded. I would now like to hand the conference over to Mark Kawakami, Chief Financial Officer at Arcadia ...

SandRidge Energy (SD) Q1 2025 Earnings Call May 08, 2025 02:00 PM ET Speaker0 Good afternoon, and welcome to SandRidge Energy's First Quarter twenty twenty five Earnings Conference Call. All participants are in a listen only mode. After the speakers' remarks, we will conduct a question and answer session. As a reminder, this conference call is being recorded. I would now like to turn the call over to Scott Prestridge, SVP of Finance and Strategy. Please go ahead. Speaker1 Thank you, and welcome, everyone. W ...

MDU Resources Group (MDU) Q1 2025 Earnings Call May 08, 2025 02:00 PM ET Speaker0 my name is Inna, and I will be your conference facilitator. At this time, I would like to welcome everyone to the MDU Resources Group twenty twenty five First Earnings 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 period. The webcast can be accessed at ww.mdu.com under the Investors heading. Select Events and Presentations a ...

American States Water Company (AWR) Q1 2025 Earnings Call May 08, 2025 02:00 PM ET Speaker0 Good afternoon, ladies and gentlemen. Thank you for standing by. Welcome to the American States Water Company's conference call discussing the company's first quarter twenty twenty five results. The call is being recorded. If you would like to listen to the replay of the call, it will begin this afternoon at 5PM Eastern Time and run through May 15 on the company's website, www.aswater.com. The slides that the company ...

Aemetis (AMTX) Q1 2025 Earnings Call May 08, 2025 02:00 PM ET Speaker0 Day, everyone. Welcome to the Aemetis First Quarter twenty twenty five Earnings Review Conference Call. At this time, all participants are in a listen only mode. A question and answer session will follow the formal presentation. As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, Mr. Todd Waltz, the Executive Vice President and Chief Financial Officer of Aemetis. Mr. Waltz, you may begin. Speak ...

Ecolab (ECL) FY 2025 Annual General Meeting May 08, 2025 01:30 PM ET Speaker0 Welcome to the annual meeting for Ecolab Inc. Our host for today's call is Christophe Beck, chairman of the board and chief executive officer. I will now turn the call over to your host. Mister Beck, you may begin. Speaker1 Thank you, and good afternoon, everyone, and welcome to Ecolab's annual meeting of stockholders. I'm Christophe Beck, Ecolab's executive chairman and chief executive officer. It's now 12:30, PM central time. I ...

Inspirato (ISPO) Q1 2025 Earnings Call May 08, 2025 01:00 PM ET Company Participants Bita Milanian - SVP, MarketingPayam Zamani - Chief Executive Officer and Chairman of the BoardMichael Arthur - CFO Conference Call Participants Mike Grondahl - Head of Equities, Director of Research & Senior Research Analyst Operator Greetings, and welcome to Inspirato's First Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in listen only mode. A question and answer session will follo ...

Inspirato (ISPO) Q1 2025 Earnings Call May 08, 2025 01:00 PM ET Company Participants Bita Milanian - SVP, MarketingPayam Zamani - Chief Executive Officer and Chairman of the BoardMichael Arthur - CFO Conference Call Participants Mike Grondahl - Head of Equities, Director of Research & Senior Research Analyst Operator Greetings, and welcome to Inspirato's First Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in listen only mode. A question and answer session will follo ...

Financial Data and Key Metrics Changes - The company generated an adjusted profit of $0.87 per diluted share and a reported profit of $0.77 per diluted share in Q1 2025, with a significant difference attributed to the mark-to-market impact of derivatives [20][21] - Operating cash flow before working capital reached $3 billion, while free cash flow before working capital was approximately $1.2 billion [5][20] - The company exited Q1 2025 with $2.6 billion of unrestricted cash [20] Business Line Data and Key Metrics Changes - The oil and gas business produced over 1,390,000 BOE per day, aligning with production guidance [5][6] - Domestic oil and gas operating costs were reported at $9.5 per BOE, significantly below initial expectations [6] - OxyChem delivered $215 million on an adjusted basis, overcoming operational challenges [11] Market Data and Key Metrics Changes - The company expects total production to grow from Q1 to the second half of the year, driven by activities in the Middle East and Gulf of America [9][22] - The midstream and marketing business outperformed expectations, benefiting from strong gas marketing optimization [12] Company Strategy and Development Direction - The company is focused on debt reduction, having retired $2.3 billion in debt year-to-date, with a total of $6.8 billion repaid over the past ten months [15][26] - The company is negotiating to extend the Block 53 contract in Oman by 15 years, which could unlock over 800 million gross barrels of additional resources [10][62] - The company aims to maintain operational efficiency and flexibility in response to market volatility, with a focus on preserving value through disciplined capital allocation [19][30] Management's Comments on Operating Environment and Future Outlook - Management highlighted uncertainty around demand, policy, and supply as headwinds for the sector, leading to increased commodity price volatility [15][16] - The company is prepared to scale back activity if commodity prices weaken significantly, emphasizing the importance of maintaining operational efficiencies [17][19] - Management expressed confidence in the company's ability to deliver consistent results and drive long-term shareholder returns despite market challenges [29][30] Other Important Information - The company has made significant advancements in carbon management, including a 25-year carbon offtake agreement for a low carbon ammonia facility [13] - The company expects to see benefits from revised crude transportation contracts, delivering a pretax cash flow uplift of approximately $200 million in 2025 [28] Q&A Session All Questions and Answers Question: CapEx and OpEx reductions for this year - Management discussed a mix of efficiency gains and timeline adjustments, emphasizing that the decisions made will not sacrifice production in the outer years [34][36][97] Question: Free cash flow and capital breakdown - Management provided details on the expected cash flow inflection, highlighting contributions from reduced capital spending and increased operating cash flow [40][44] Question: Thoughts on divestitures - Management indicated that divestiture decisions will be value-based, with options available for both short and long cycle assets [51][60] Question: Opportunities in Oman - Management expressed excitement about the potential in Block 53 and the North Oman discovery, anticipating cash flow improvements [61][66] Question: Low Carbon Ventures business - Management highlighted the strong voluntary compliance market for carbon reduction credits and the importance of partnerships in the low carbon space [74][78] Question: U.S. oil supply outlook - Management noted that U.S. shale basins are plateauing or declining, with the Permian potentially plateauing sooner than expected due to reduced activity levels [81][90]

Gray Media (GTN) Q1 2025 Earnings Call May 08, 2025 01:00 PM ET Company Participants Hilton H. Howell Jr - Chairman & CEOKevin Latek - Chief Legal and Development OfficerPat LaPlatney - President and Co-CEOJeff Gignac - Executive VP & CFOPatrick Sholl - Vice PresidentAlan Gould - Managing Director Conference Call Participants Daniel Kurnos - Equity Research AnalystAaron Watts - Managing Director, Media, Entertainment, Cable, & Satellite Credit AnalystCraig Huber - Equity Research AnalystSteven Cahill - Anal ...