Kodiak Gas Services (KGS) Q1 2025 Earnings Call May 08, 2025 11:00 AM ET Company Participants Graham Sones - VP - Investor RelationsMickey McKee - President & CEOJohn Griggs - Executive VP & CFODoug Irwin - Vice PresidentConnor Jensen - Senior Equity Research AssociateDerrick Whitfield - Managing DirectorBrian Dirubbio - Managing Director Conference Call Participants John Mackay - AnalystSebastian Erskine - AnalystNone - Analyst Operator Good morning, ladies and gentlemen, and thank you for standing by. Wel ...

Black Hills (BKH) Q1 2025 Earnings Call May 08, 2025 11:00 AM ET Company Participants Salvador Diaz - Director of Investor RelationsLinden Evans - Board Member, President & CEOKimberly Nooney - Senior VP & CFOMarne Jones - Senior Vice President of UtilitiesAndrew Weisel - DirectorRoss Fowler - Head - North America Power & Utilities Equity ResearchAnthony Crowdell - Managing Director Conference Call Participants Brian Russo - Analyst Operator Good day, and thank you for standing by. Welcome to the Q1 twenty ...

Star Group (SGU) Q2 2025 Earnings Call May 08, 2025 11:00 AM ET Company Participants Chris Witty - Managing DirectorJeff Woosnam - President and CEORichard Ambury - CFO, Executive VP, Treasurer & Secretary of Kestrel Heat, LLCTimothy Mullen - Founder Conference Call Participants Michael Prouting - Equity Analyst Operator Good day, and welcome to the Star Group Fiscal twenty twenty five Second Quarter Results Conference Call. All participants will be in a listen only mode. Please note this event is being rec ...

Coeur Mining (CDE) Q1 2025 Earnings Call May 08, 2025 11:00 AM ET Company Participants Mitchell Krebs - President, CEO & ChairmanMichael Routledge - SVP & COOAoife McGrath - Senior Vice President of ExplorationThomas Whelan - SVP & CFOWayne Lam - Director - Mining ResearchJoseph Reagor - Managing DirectorMichael Siperco - DirectorBrian Macarthur - Managing Director Operator Good day, and welcome to the Core Mining First Quarter twenty twenty five Financial Results Conference Call. All participants will be i ...

CF Industries (CF) Q1 2025 Earnings Call May 08, 2025 11:00 AM ET Company Participants Martin Jarosick - VP - IR & TreasuryW. Anthony Will - President, CEO & DirectorChristopher Bohn - EVP, COO & DirectorBert Frost - Executive Vice President of Sales, Market Development & Supply ChainGregory Cameron - Executive VP & Chief Financial OfficerRichard Garchitorena - Vice President - Equity ResearchW. Anthony Will - President, CEO & DirectorJoel Jackson - Managing DirectorChristopher Parkinson - Managing Director ...

Helmerich & Payne (HP) Q2 2025 Earnings Call May 08, 2025 11:00 AM ET Company Participants Dave Wilson - Vice President-Investor RelationsJohn Lindsay - President & CEOJ. Kevin Vann - SVP & CFOKeith Mackey - Director - Global Equity Research, Oil & Gas ServicesMarc Bianchi - Managing DirectorEddie Kim - Vice President - Equity ResearchDavid Smith - DirectorWaqar Syed - MD & Head of ResearchDoug Becker - Co-Founder & PartnerJeff LeBlanc, - Director & Equity Research Operator Please stand by. Your program is ...

Gold Royalty (GROY) Q1 2025 Earnings Call May 08, 2025 11:00 AM ET Company Participants David Garofalo - CEO, President, Chairman & DirectorAndrew Gubbels - CFOJackie Przybylowski - Vice President - Capital MarketsPeter Behncke - Director of Corporate Development & Investor Relations Conference Call Participants Heiko Ihle - MD & Mining Analyst Operator Welcome to the Gold Royalty Corp. First Quarter twenty twenty five Results Conference Call. All participants will be in listen only mode. After today's pres ...

Financial Data and Key Metrics Changes - The company's gross profit increased by 68% to CAD 10.1 million compared to Q1 2024 [5] - Adjusted EBITDA rose by 38% to CAD 8.7 million [6] - Cash and cash equivalents grew to CAD 68.5 million from CAD 17.5 million [6] - Consolidated working capital improved to CAD 61 million from a negative CAD 6.5 million [6] - Total debt increased to CAD 130 million from CAD 40 million, while the debt cost of service decreased from 9.5% to 6% [6] Business Line Data and Key Metrics Changes - Gold Bar produced 10% more gold than budgeted at a cash cost 24% below the low end of annual guidance, with a cash cost of CAD 1,146 [4] - However, Gold Bar's all-in sustaining cost per ounce was approximately CAD 2,200 due to accelerated stripping costs of CAD 7.5 million [4][6] Market Data and Key Metrics Changes - The company reported a positive outlook due to higher prices of gold, silver, and copper [3] - The 49% interest in the San Jose mine has resumed paying dividends, with expectations for more dividends throughout the year [4][18] Company Strategy and Development Direction - The company plans to use funds from a capped call convertible note to advance the development of the Fox Complex, aiming for consolidated annual production of 225,000 to 255,000 ounces by 2030 [3] - Exploration programs are ongoing at both the Fox Complex and Gold Bar, with positive results expected [8] - The company is focusing on balancing reinvestment in the San Jose mine with returning value to shareholders [18] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about improving production and cost per ounce for the remainder of the year [7] - The company anticipates that the feasibility study for Los Azules will enhance financials by capitalizing expenditures, which will improve the bottom line [31][32] - Management believes that higher gold prices will benefit the company significantly [38] Other Important Information - The company received a permit to construct a ramp to the underground at the Stock Mine, which is crucial for the Stock Complex expansion [8] - The company has spent over CAD 250 million on McEwen Copper since 2021, which could have been capitalized if the feasibility study had been completed earlier [34] Q&A Session Summary Question: How much cash or cash plus investments is held within the copper subsidiary? - The treasury for McEwen Copper is currently below GBP 10 million, and additional financing is expected as they move towards the feasibility study [11][12] Question: Is the $10 million enough to complete the feasibility study? - Additional runway will likely be needed to complete the feasibility study by July [12] Question: What is the status of dividends from San Jose? - Regular dialogue with Hochschild is ongoing, focusing on extending mine life while balancing reinvestment and shareholder returns [16][18] Question: What is the expected production timeline for the Stock Mine? - First production from the underground portion of the Stock Mine is anticipated in the last quarter of this year [20][22] Question: What is the timeframe and cost for bringing the Grey Fox mine back into production? - A study is underway to determine capital and operating costs, with a focus on permitting timelines [23][25][26]

Financial Data and Key Metrics Changes - In Q1 2025, the company generated consolidated adjusted EBITDA of approximately $1.9 billion, distributable cash flow of approximately $1.3 billion, and net income of approximately $350 million [9][39]. - Compared to Q1 2024, the results reflect higher total margins due to increased international gas prices and optimization of cargo sales [39]. Business Line Data and Key Metrics Changes - The company achieved substantial completion on the first train of the Corpus Christi Stage three project ahead of schedule and within budget, with commissioning completed in March [9][10]. - The company produced and sold approximately 6 TBtu of LNG attributable to the commissioning of Train one of the Stage three project [39]. Market Data and Key Metrics Changes - LNG imports into Europe rose 23% year-on-year in Q1 to 36 million tons, with U.S. deliveries increasing 34% to 20.5 million tons [27]. - In contrast, China's LNG imports declined 25% year-on-year to 15.1 million tons due to stronger domestic production and increased pipeline imports [30]. Company Strategy and Development Direction - The company is focused on expanding its LNG platform and developing new production capacity to meet global energy demands [7]. - The company aims to achieve first LNG from Train two by the end of the month and expects Train four to be commissioned by the end of the year [11][19]. Management's Comments on Operating Environment and Future Outlook - Management noted that the LNG market is characterized by heightened volatility and geopolitical risks, but remains committed to operational excellence [8][14]. - The long-term LNG demand outlook remains strong, with the company well-positioned to navigate trade dynamics and maintain its competitive edge [46][47]. Other Important Information - The company has locked in over $500 million of costs for midscale trains eight and nine, mitigating risks associated with inflation for materials and equipment [17][43]. - The company declared a dividend of $0.50 per common share for Q1 and remains committed to growing its dividend by approximately 10% annually [41]. Q&A Session Summary Question: Current contracting market and trade agreements - Management highlighted the strong position of LNG in balancing trade and the company's selective partnerships to capture market premiums [52][55]. Question: Competitive advantage in the marketplace - Management emphasized the company's focus on differentiated opportunities and strong customer relationships, avoiding commoditized competition [58]. Question: Permitting process and future projects - Management discussed the administration's focus on permitting reform and the positive progress on permits for midscale trains eight and nine [61][63]. Question: Vulnerability to LNG supply shocks in 2025 - Management acknowledged Europe's vulnerability due to low inventories and the cessation of Russian gas flows, indicating potential for increased demand for U.S. LNG [64][66]. Question: 2020 Vision capital allocation update - Management confirmed progress on the 2020 Vision, with significant capital deployed towards shareholder returns and growth initiatives [70][71]. Question: Future contracting strategy in light of global trade realignment - Management reiterated the importance of Chinese counterparties while emphasizing that U.S. volumes to China are not critical for the company's strategy [80][82].

Lifetime Brands (LCUT) Q1 2025 Earnings Call May 08, 2025 11:00 AM ET Company Participants Jamie Kirchen - Senior VPRobert Kay - CEO & DirectorLaurence Winoker - Executive VP, Treasurer & CFO Conference Call Participants Anthony Lebiedzinski - Senior Equity Research AnalystBrian McNamara - MD & Senior Analyst - Consumer Operator Good morning, ladies and gentlemen, and welcome to Lifetime Brands First Quarter twenty twenty five Earnings Conference Call. At this time, I would like to inform all participants t ...