Novo Resources (OTCPK:NSRP.F) 2026 Conference February 18, 2026 01:00 AM ET Company ParticipantsKas De Luca - General Manager of ExplorationModeratorKas, hello. Now, we had to drag this person literally back from her happy places out in the, in the field, in the Pilbara, New South Wales, all over the place. But she's back to tell us about Novo Resources. So Novo Resources, if you've been following them, you know that they are exploration-focused, they are certainly discovery driven, and there's some really ...

Chalice Mining Conference Summary Company Overview - **Company**: Chalice Mining (OTCPK:CGML.F) - **Focus**: Discovery of a large-scale palladium, nickel, and copper resource near Perth, Australia, with significant quantities of gold, platinum, and cobalt [1][2] Key Financial Metrics - **Market Capitalization**: Approximately AUD 700 million [5] - **Cash and Investments**: AUD 71 million, funding the project to Final Investment Decision (FID) in early 2028 [3] - **Net Present Value (NPV)**: AUD 1.4 billion at base case prices, increasing by AUD 250 million for every $100 increase in palladium price [2][12] - **Internal Rate of Return (IRR)**: 23% at base case prices, currently around 38% at spot prices [7][12] - **Production Profile**: Expected to produce 220,000 ounces of precious metals and 16,000 tonnes of base metals annually, with a palladium equivalent of about 450,000 ounces [6] Project Development - **Mine Life**: Initial 23 years with potential for further resource extraction [6] - **Production Costs**: All-in sustaining cost of $370 per ounce, making it the lowest cost producer in the PGM space [7][19] - **Resource Size**: 660 million tonnes in an open pit, with 17 million ounces of contained PGMs [7][8] - **Reserve Conversion**: Approximately half of the resource is in proven and probable reserves [8] Market Dynamics - **Palladium Demand**: Strong demand driven by hybrid vehicle sales and electronics applications, with a significant market size of 9 million ounces per year [16][18] - **Geopolitical Factors**: U.S. tariffs on Russian palladium are expected to drive prices higher, as there are limited alternative sources [14][15] - **Supply Constraints**: South African and Russian producers are struggling to maintain production, leading to a potential supply crunch [19] Exploration and Future Opportunities - **Exploration Investment**: AUD 5-10 million allocated for grassroots exploration in the least explored western part of Yilgarn [3] - **Government Support**: Major and strategic project status from the government, with encouragement to expand the project [9] - **Funding Opportunities**: Anticipated low-cost financing and interest from export credit agencies for project funding [24] Metallurgical Advances - **Flow Sheet Development**: Successful development of a proven flow sheet for nickel and copper concentrates, overcoming previous challenges [21][22] - **Metallurgical Testing**: AUD 15 million spent on metallurgical test work, resulting in improved recovery rates [21] Conclusion - **Investment Opportunity**: Chalice Mining presents a compelling investment opportunity with significant upside potential as it approaches production, especially given the current undervaluation relative to spot NPV [4][12][25]

Summary of Hot Chili Conference Call Company Overview - **Company**: Hot Chili - **Industry**: Copper and Gold Mining - **Project**: Costa Fuego Copper-Gold Project in Chile - **Significance**: Hot Chili is recognized as a leading developer in the global copper sector, being the only Australian representative among the top five independent global copper developments [3][4] Key Points and Arguments Project Development - Hot Chili is advancing the Costa Fuego project, which is currently under feasibility and expected to produce 120,000 tons of copper equivalent annually over a 20-year mine life [4] - The company has experienced a significant increase in stock value, quadrupling in the last 5 to 6 months, attributed to favorable market conditions and a strong investment appetite for copper [5][6] - A recent AUD 40 million placement was secured to expand operations into the North American market and prepare for project financing [5] Market Dynamics - The copper market is undergoing a supply-driven cycle, making copper increasingly valuable alongside iron ore [5] - There is a notable increase in P/NAV ratios for asset-level transactions and takeovers in the copper development space, indicating a growing market interest [6] Growth Catalysts - Hot Chili is focusing on three key growth areas: new discoveries, advancing feasibility studies, and strategic asset development, particularly in water supply [7][8] - The La Verde discovery is expected to significantly enhance the resource base, potentially pushing the project into Tier One asset status [7][15] Resource and Financial Metrics - La Verde is a major discovery with dimensions of 1 kilometer long and 700 meters wide, open in all directions, which could add 5 years of production to the Costa Fuego project [11][15] - The project is projected to deliver higher revenue due to the integration of higher-grade mineralization, improving financial metrics such as payback periods [13][15] - Long-term copper prices are projected at $4.30 per pound and gold at $22.80 per ounce, which are significantly higher than previous estimates [15] Strategic Water Asset - Hot Chili is developing a strategic water asset to support the Costa Fuego project, addressing the critical water scarcity in the region [19] - The company is exploring outsourcing water infrastructure, which can reduce capital expenditures and operational costs [20] - This water supply strategy is expected to support not only Hot Chili's operations but also the broader regional demand for desalination in the copper sector [20] Additional Important Content - The company is well-positioned with a strategic location at a lower elevation, which enhances operational efficiency compared to higher elevation projects [9][18] - The environmental impact assessment for the first stage of the project is expected to be submitted by the end of the year, marking a significant milestone in the permitting process [9] - The upcoming months are anticipated to be eventful with numerous drill results and corporate developments expected [21]

Rush Street Interactive (NYSE:RSI) Q4 2025 Earnings call February 17, 2026 06:00 PM ET Speaker8Good day, ladies and gentlemen. Thank you for standing by. Welcome to the Rush Street Interactive fourth quarter and full year 2025 earnings conference call. All participants are in a listen-only mode. A question-and-answer session will follow the formal presentation. Please note that this conference call is being recorded today, February 17, 2026. I will now turn the call over to Kyle Sauers, President and Chief ...

Beneficient (NasdaqCM:BENF) Q3 2026 Earnings call February 17, 2026 05:30 PM ET Company ParticipantsDan Callahan - Communications and Investor Relations ConsultantGiles Haycock - Managing DirectorGreg Ezell - CFOJames Silk - Interim CEOConference Call ParticipantsBrendan McCarthy - Equity Research AnalystOperatorHello, and thank you for standing by. Welcome to Beneficient's third quarter 2026 earnings conference call. At this time, all participants are in a listen-only mode. After the speaker's presentation ...

Beneficient (NasdaqCM:BENF) Q3 2026 Earnings call February 17, 2026 05:30 PM ET Company ParticipantsDan Callahan - Communications and Investor Relations ConsultantGiles Haycock - Managing DirectorGreg Ezell - CFOJames Silk - Interim CEOConference Call ParticipantsBrendan McCarthy - Equity Research AnalystOperatorHello, and thank you for standing by. Welcome to Beneficient's third quarter 2026 earnings conference call. At this time, all participants are in a listen-only mode. After the speaker's presentation ...

Beneficient (NasdaqCM:BENF) Q3 2026 Earnings call February 17, 2026 05:30 PM ET Speaker5Hello, and thank you for standing by. Welcome to Beneficient's third quarter 2026 earnings conference call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask a question during the session, you will need to press star one one on your telephone. You would then hear an automated message advising your hand is raised. To withdraw you ...

The Hackett Group (NasdaqGS:HCKT) Q4 2025 Earnings call February 17, 2026 05:00 PM ET Company ParticipantsGeorge Sutton - Managing DirectorJeff Martin - Managing DirectorRob Ramirez - CFOTed Fernandez - Chairman and CEOVincent Colicchio - Managing DirectorOperatorWelcome to the Hackett Group Q4 Earnings Conference Call. Your lines have been placed on a listen-only mode until the question and answer session. Please be advised the conference is being recorded. Hosting tonight's call are Mr. Ted Fernandez, Cha ...

Precision Optics (NasdaqCM:POCI) Q2 2026 Earnings call February 17, 2026 05:00 PM ET Company ParticipantsJoe Forkey - CEORobert Blum - Managing Partner and Managing Investor RelationsWayne Coll - CFOOperatorGood day, and welcome to the Precision Optics Reports second quarter fiscal year 2026 financial results conference call. All participants will be in a listen-only mode. Should you need assistance, please signal a conference specialist by pressing the star key followed by zero. After today's presentation, ...

The Hackett Group (NasdaqGS:HCKT) Q4 2025 Earnings call February 17, 2026 05:00 PM ET Company ParticipantsGeorge Sutton - Managing DirectorJeff Martin - Managing DirectorRob Ramirez - CFOTed Fernandez - Chairman and CEOVincent Colicchio - Managing DirectorOperatorWelcome to the Hackett Group Q4 Earnings Conference Call. Your lines have been placed on a listen-only mode until the question and answer session. Please be advised the conference is being recorded. Hosting tonight's call are Mr. Ted Fernandez, Cha ...