Viking Therapeutics (VKTX) Earnings Call Presentation
2025-07-04 12:11
Corporate Presentation March 2024 Forward-Looking Statements This presentation contains statements about our future expectations, plans and prospects that constitute forward-looking statements for purposes of the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Actual results may differ materially from those indicated by these forward-looking statements as a result of various important factors, including risks relating to: both our and our collaborators' ability to successfull ...
Star Bulk Carriers (SBLK) Earnings Call Presentation
2025-07-04 12:02
FINANCIAL RESULTS Q4 2024 Forward-Looking Statements This presentation contains certain forward-looking statements. These statements are made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Such statements may include statements concerning the Company's plans, objectives, goals, strategies, future events or performance, and underlying assumptions and other statements, which are other than statements of historical facts, identified by words such as "believe," " ...
Biohaven (BHVN) Earnings Call Presentation
2025-07-04 11:59
Corporate Presentation June 2025 JENNIFER Living with SCA3 JENNIFER Living with SCA3 Participant in the Troriluzole Clinical Study © 2025 Biohaven, Ltd. All rights reserved. Forward-Looking Statement This presentation includes forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including statements about Biohaven Ltd. (the "Company") and our planned and ongoing trials for our troriluzole, taldefgrobep alfa, BHV-7000, BHV-2100, BHV-8000, BHV-1300, BHV-1400, ...
SCC(SCCO) - 2024 Q4 - Earnings Call Presentation
2025-07-04 11:53
F E B R U A R Y 2 0 2 5 4Q24 RESULTS Disclaimer The material in this presentation has been prepared Southern Copper Corporation (SCC) and is general background information about SCC's activities current as at the date of this presentation. This information is given in summary form and does not purport to be complete. Information in this presentation, including financial forecasts, should not be considered as advice or a recommendation to investors or prospective investors in relation to holding, purchasing ...
SCC(SCCO) - 2024 Q2 - Earnings Call Presentation
2025-07-04 11:50
Financial Performance - Net sales increased by 36% from $2301 million in 2Q23 to $3118 million in 2Q24[23, 25] - EBITDA increased by 61% from $1116 million in 2Q23 to $1797 million in 2Q24[23, 26] - Net income increased by 74% from $548 million in 2Q23 to $950 million in 2Q24[23, 28] - Cash cost decreased by 32% from $112 in 2Q23 to $076 in 2Q24[23] Production - Copper production increased by 7% from 227,534 tons in 2Q23 to 242,474 tons in 2Q24[19] - Silver production increased by 8% from 48 million ounces in 2Q23 to 52 million ounces in 2Q24[21] - Molybdenum production increased by 21% from 6334 tons in 2Q23 to 7654 tons in 2Q24[21] - Zinc production increased significantly by 71% from 17,223 tons in 2Q23 to 29,419 tons in 2Q24[21] Market Outlook and Dividends - The company expects a market deficit in 2024, driven by strong demand and new technologies, but notes weakness in China's real estate sector and a resilient US economy[15] - The company announced dividends, reflecting its commitment to shareholder returns[38, 40] ESG Initiatives - The company is committed to improving its ESG record, including reducing CO2 emissions by approximately 250,000 tons per year, equivalent to 7% of SCC's carbon footprint, through the use of eolic energy[32, 33]
SCC(SCCO) - 2024 Q3 - Earnings Call Presentation
2025-07-04 11:49
Financial Performance - Net sales increased by 17% from $2506 million in 3Q23 to $2931 million in 3Q24[22] - EBITDA increased by 31% from $1291 million in 3Q23 to $1685 million in 3Q24[22] - Net income increased by 45% from $620 million in 3Q23 to $897 million in 3Q24[22] - Cash cost decreased by 22% from $098 in 3Q23 to $076 in 3Q24[22] Production - Copper production increased by 4% from 242474 tons in 3Q23 to 252219 tons in 3Q24[19] - Molybdenum production increased by 6% from 6859 tons in 3Q23 to 7271 tons in 3Q24[20] - Silver production increased by 91% from 16281 MM Ounces in 3Q23 to 31078 MM Ounces in 3Q24[20] - Zinc production increased by 21% from 44 tons in 3Q23 to 53 tons in 3Q24[20] Capital Investments - The company has board-approved projects that will add +156k tons of copper production[31] - Other projects are planned to add +545k tons of copper production[31] ESG Initiatives - The company delivered a Center for Research to the Universidad Nacional de San Agustín de Arequipa (UNSA), Peru, at a cost of $18 million[33] - Dr Vagón provided more than 6000 free medical services to 2050 people in Cananea in September 2024[36]
L3harris Technologies (LHX) Earnings Call Presentation
2025-07-04 11:39
Business Segments Overview - Integrated Mission Systems (IMS) generated $6.9 billion in revenue in 2024, with 60% from fixed price contracts and 75% from domestic sources[26,31] - Communication Systems (CS) had $6.8 billion in revenue in 2024, with 70% from fixed price contracts and 70% from domestic sources[31,35] - Aerojet Rocketdyne (AR) revenue in 2024 was primarily (98%) from space propulsion and power systems, almost entirely (98%) domestic, and primarily (98%) as a prime contractor[39] Growth Drivers - Integrated Mission Systems (IMS) is driven by modernization of ISR missionization, strengthening capabilities, and supporting sustained growth in intelligence operations[32] - Communication Systems (CS) growth is fueled by increased international demand for software-defined radios, night-vision goggles, and munitions[36] - Aerojet Rocketdyne (AR) aims to leverage DPA funds to scale up capacity and modernize manufacturing facilities[40] Financial Position - The company has $5.2 billion in cash[55] - The company has $3.5 billion in net debt[56]
Exscientia (EXAI) Earnings Call Presentation
2025-07-04 11:32
Transaction Overview - Recursion and Exscientia are combining to bring better medicines to patients more rapidly and cost efficiently[11] - Exscientia shareholders will receive 0.7729 shares of Recursion Class A common stock for each Exscientia ordinary share[27] - Recursion shareholders will own approximately 74% of the combined company, while Exscientia shareholders will own approximately 26%[27] - The transaction is expected to close by early 2025, subject to shareholder approvals and closing conditions[27] Financial Synergies and Cash Position - The combined company will have approximately $850 million in cash as of the end of Q2 2024[11, 27] - Estimated annual synergies of $100 million or more are expected[11, 27] - The pro forma combined financial plans are expected to extend the cash runway into 2027[27] Pipeline and Partnerships - The combined company anticipates approximately 10 clinical readouts over the next 18 months[11, 12, 14] - Current partnerships have the potential for over $200 million in milestone payments over the next 2 years[11, 18] - The combined company has the potential for over $20 billion in total revenue before royalties from partners[18] - CDK4/6 inhibitors generated $11 billion in sales in 2023[31]
Restaurant Brands International (QSR) Earnings Call Presentation
2025-07-04 11:31
Company Performance & Growth - Restaurant Brands International (RBI) system-wide sales reached approximately $44 billion as of December 31, 2024[10, 11, 15] - RBI's adjusted operating income was $2.4 billion as of December 31, 2024[11, 15] - Adjusted diluted EPS was $3.34 as of December 31, 2024, a 4.8x increase since 2012[11] - Total shareholder return has been over 500% since June 2012[11, 12] Segment Performance - Tim Hortons (TH) system-wide sales were $7.5 billion with 4,539 restaurants[16] - Burger King (BK) system-wide sales were $11.5 billion with 7,082 restaurants[16] - Popeyes (PLK) system-wide sales were $6.1 billion with 3,520 restaurants[16] - Firehouse Subs (FHS) system-wide sales were $1.2 billion with 1,345 restaurants[16] - International segment system-wide sales were $18.2 billion with 15,639 restaurants[16] International Expansion - International markets have shown strong system-wide sales growth, contributing significantly to RBI's overall growth[37, 38] - RBI's international markets have experienced approximately 8% average net restaurant growth (NRG) per year and over 10% average same-store sales (SSS) growth per year from 2021 to 2024[35] Financial Strategy - RBI is committed to growing adjusted operating income at least as fast as system-wide sales, targeting over 8% growth[54] - The company targets a long-term dividend payout ratio of 50% to 60%[46] - RBI aims for at least low double-digit total shareholder returns through its growth algorithm and effective capital allocation[55]
Devon Energy (DVN) Earnings Call Presentation
2025-07-04 11:28
Company Overview - Devon Energy's total production is approximately 820,000 BOED[3] - The company's enterprise value is around $30 billion[3] Asset Portfolio & Production - Delaware Basin production reached 458 MBOED in Q1 2025, representing 47% of the company's total production mix[10, 18, 22] - Rockies production was 195 MBOED in Q1 2025, accounting for 24% of Devon's production mix[10, 23] - Eagle Ford production was 79 MBOED in Q1 2025, constituting 10% of the company's production[10, 30] - Anadarko Basin production was 79 MBOED in Q1 2025, also representing 10% of Devon's production[10, 38] Financial Strength & Returns - Devon Energy has total liquidity of $4.2 billion, including a $1.2 billion cash balance as of March 31, 2025[65] - The company aims to improve pre-tax free cash flow by $1 billion annually through business optimization[55] - Devon Energy plans to return up to 70% of free cash flow to shareholders in 2025[70, 71] - The company anticipates upstream capital investment in Delaware Basin to be approximately $1.9 billion in 2025[21]