Peoples Financial Services (PFIS) - 2025 Q1 - Earnings Call Presentation
2025-06-27 13:10
Peoples Financial Services Corp. Holding Company for: Q1 2025 Investor Presentation CONFIDENTIAL DISCLAIMER This presentation (this "Presentation") has been prepared solely for general informational purposes by Peoples Financial Services Corp. (the "Company," the "holding company," "we" or "our"), a bank holding company registered under the Bank Holding Company Act of 1956, as amended, and 100% owner of Peoples Security Bank and Trust Company (the "Bank"), a Pennsylvania state-chartered bank. No representat ...
Everspin (MRAM) Earnings Call Presentation
2025-06-27 13:00
Company Overview & Technology - Everspin is a leading provider of MRAM technology and products for mission-critical applications[6] - The company has shipped over 150 million MRAM units[7] - MRAM combines the performance of memory with the persistence of storage[19] - MRAM is suitable for harsh environments due to its radiation and temperature resistance[37] Market Opportunity & Products - The total addressable market (TAM) for MRAM is projected to exceed $4.3 billion by 2029[10] - In 2024, PERSYST products serve a market of $1.1 billion[21] - UNISYST products address NOR Flash and Embedded Compute markets[22] - Everspin offers a range of MRAM products including Toggle-MRAM, STT-xSPI, and STT-DDRx[15] Financial Performance - In FY24, Everspin's revenue was $56.5 million[59] - Everspin's gross margin in FY24 was 51.8%[59] - Everspin's free cash flow in FY24 was $4.0 million[59]
HarborOne Bancorp (HONE) Earnings Call Presentation
2025-06-27 12:57
Investor Presentation July 2024 Forward-Looking Statements Certain statements herein constitute forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Exchange Act and are intended to be covered by the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. We may also make forward-looking statements in other documents we file with the Securities and Exchange Commission ("SEC"), in our annual reports to sharehold ...
Maxeon Solar (MAXN) Earnings Call Presentation
2025-06-27 12:55
Company Overview - Maxeon Solar Technologies reported revenue of $1.1 billion in 2023[8] - The company has a manufacturing capacity and offtake agreement of 3.5+ GW[10] - Maxeon's panels have a module efficiency of approximately 24%[22, 30] Financial Performance - Q1 2024 revenue was $187 million[60] - Q4 2022 revenue was $324 million[60] - Q1 2023 revenue was $318 million[60] - Q2 2023 revenue was $348 million[60] - Q3 2023 revenue was $228 million[60] - Q4 2023 revenue was $229 million[60] - Adjusted EBITDA for Q1 2024 was -$39 million[64, 65, 70] Geographical Revenue - In Q1 2024, the U S accounted for $133 million of the total revenue[67] - In Q4 2022, the U S accounted for $28 million of the total revenue[67] - In Q1 2023, the U S accounted for $131 million of the total revenue[67] - In Q2 2023, the U S accounted for $161 million of the total revenue[67] - In Q3 2023, the U S accounted for $194 million of the total revenue[67] - In Q4 2023, the U S accounted for $145 million of the total revenue[67] - The percentage of revenue from the U S increased from 50% in Q4 2022 to 62% in Q4 2023[69] - The percentage of revenue from the U S increased from 51% in Q1 2023 to 71% in Q1 2024[69]
Sable Offshore Corp (SOC) Earnings Call Presentation
2025-06-27 12:40
SYU Asset Overview - The Santa Ynez Unit (SYU) is a massive oil-weighted resource with three offshore platforms located in federal waters north of Santa Barbara, California and wholly-owned onshore production treatment facilities[8] - SYU includes 112 wells (90 producers, 12 injectors, 10 idle) and Sable management have identified >100 infill drilling and step-out opportunities[17,16] - The SYU leases are all located in Federal waters, consisting of 16 Federal Leases, ~76,000 acres[25,26] Production and Resources - Between 1981 and 2014, SYU produced over 671 MMBoe[22] - In 2014, the last full year when the asset was online, production averaged 29 MBbl/d and 27 MMcf/d (gross)[22] - The remaining total net estimated contingent resources are 646 MMBoe[20] - The NSAI Adjusted Low Estimate Base Forecast is 133 MMBoe, with an estimated cash flow (PV-10) of $2,285 million[34] - The Development Drilling Program Best Estimate is 354 MMBoe, with an estimated cash flow (PV-10) of $4,810 million[34] Infrastructure and Operations - The Las Flores Canyon Cogeneration & Processing Facility is wholly-owned infrastructure at Las Flores Canyon reduces cash costs[23,24] - Sable is targeting potential SYU production re-start in Q4'2024[17] - Sable management believes that the facilities have been well maintained during the downtime and evaluating significant CCUS opportunity leveraging existing infrastructure and access[24] Financial Highlights - The total low estimate contingent resources are 179 MMBoe, with a total PV-10 of $3,298 million and $100 million in Capex[34] - The total best estimate contingent resources are 467 MMBoe, with a total PV-10 of $6,731 million and $2,242 million in Capex[34] - Sable management targeting long-term leverage ratios of ~10x to maximize flexibility for distributions and development[37]
Cal-Maine Foods(CALM) - 2023 Q2 - Earnings Call Presentation
2025-06-27 12:15
Company Overview - Cal-Maine Foods is the 1 U S producer and distributor of fresh eggs with approximately 20% retail egg market share[6,11] - The company sold 11 billion dozens of eggs in fiscal year 2022[11] - Cal-Maine Foods has a significant presence in the southern U S [11] Financial Performance - The company's revenue for fiscal year 2022 was $18 billion[11] - EBITDA for fiscal year 2022 was $235 million[11] - In the second quarter of fiscal year 2023, revenue reached $802 million and EBITDA was $283 million[34] Market Trends and Production - Specialty egg sales accounted for 39% of category sales in fiscal year 2022[11] - Cal-Maine Foods' produced-to-sold ratio improved to 93% in fiscal year 2022 from 84% in fiscal year 2019[71] - Approximately 34%-35% of the company's flock is currently housed in cage-free conditions[57] Strategic Initiatives - The company has committed approximately $685 million to expand cage-free capabilities since 2008[58,91] - Cal-Maine Foods aims to align sales with cage-free uptake and meet retailer commitments[60,138] - The largest customer represents 25% of revenue and the top-3 customers represent 42% of revenue[63]
Cal-Maine Foods(CALM) - 2023 Q3 - Earnings Call Presentation
2025-06-27 12:15
Financial Performance & Market Position - Cal-Maine Foods is the 1 shell egg producer and distributor in the U S [6] - For Fiscal Year to Date 2023, Cal-Maine Foods' revenue reached $2 5 billion and EBITDA was $907 million [13] - In Q3 2023, revenue was $998 million and EBITDA was $444 million [34] - Cal-Maine Foods holds approximately 20% of the retail egg market share [11] and about 14% of the U S table egg layer flock [11] Production & Sales - Cal-Maine Foods sold 858 million dozens of eggs and 49 million lbs of egg products Fiscal Year to Date [13] - In Q3 2023, Cal-Maine Foods sold 291 million dozens of eggs [34] - Specialty egg sales accounted for 29% of category sales Fiscal Year to Date [12] and 27% in Q3 2023 [34] - Conventional egg sales made up 67% of category sales Fiscal Year to Date [12] and 69% in Q3 2023 [34] Cage-Free Transition & Sustainability - Approximately 37% of Cal-Maine Foods' flock is currently housed in cage-free conditions [124] - Cal-Maine Foods has committed $685 million to expand cage-free production capabilities since 2008 [86] - Cage-free egg sales accounted for 18% of total net shell egg sales in Q3 2023 [123]
Cal-Maine Foods(CALM) - 2023 Q4 - Earnings Call Presentation
2025-06-27 12:15
Company Overview - Cal-Maine Foods is the 1 shell egg producer and distributor in the U S with ~21% shell egg market share[11] - The company sold 115 billion dozens of eggs in fiscal year 2023[13] - Cal-Maine Foods' revenue was $315 billion and EBITDA was $107 billion in fiscal year 2023[13] Financial Performance and Volume Sales - In Q4 2023, Cal-Maine Foods' revenue was $689 million and EBITDA was $165 million[30] - The net average selling price (NASP) per dozen in Q4 2023 was $221[30] - Cal-Maine Foods' shell egg volume sales grew by 6% in fiscal year 2023, while the industry faced an overall 1% decline[36] Production and Costs - The company's produced-to-sold ratio improved to 92% in FY23 from 84% in FY19[62] - USDA estimates that '23/24 U S corn planted acreage increased to ~941 million, up ~6%, vs prior year[94] - Cal-Maine Foods has committed $699 million to expand cage-free production capabilities since 2008[81] Market Trends and Strategy - Approximately 96% of U S households purchase shell eggs and egg products[48] - 10 U S states have passed cage-free legislation or regulation for implementation by 2026[110] - Cal-Maine Foods aims to align sales, maintain a nimble cage-free posture, and deploy capital commensurate with anticipated customer demand[119]
Cal-Maine Foods(CALM) - 2024 Q1 - Earnings Call Presentation
2025-06-27 12:14
Investor Presentation First Quarter Fiscal 2024 October 2023 CAL-MAINE FOODS | INVESTOR PRESENTATION | OCTOBER 2023 Forward-looking statements and use of non-GAAP financial measures Forward‐Looking and Cautionary Statements This presentation contains "forward‐looking statements" relating to our shell egg business, including estimated future production data, expected construction schedules, projected construction costs, potential future supply of and demand for our products, potential future corn and soybean ...
Cal-Maine Foods(CALM) - 2024 Q2 - Earnings Call Presentation
2025-06-27 12:14
Forward-looking statements and use of non-GAAP financial measures 2Q 2024 Investor Presentation January 2024 © Cal-Maine Foods. All rights reserved. SECTION 1 Company Overview 2 Forward‐Looking and Cautionary Statements This report contains numerous forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 (the "Securities Act") and Section 21E of the Securities Exchange Act of 1934 (the "Exchange Act") relating to our shell egg and egg products business, including estimated ...