Financial Data and Key Metrics Changes - The company reported a revenue decline of 1.1% for the full year, with a slight growth of 0.5% in Q4 [7][32] - Adjusted EBITDA grew by 0.9% for the full year, while Q4 saw a decline of 1.4% [8][38] - Free cash flow remained stable at CHF 80 million, aligning with guidance [8][32] - Proposed dividend of CHF 3.42 represents a 2.7% year-over-year growth [9][47] Business Line Data and Key Metrics Changes - Mobile RGUs increased by 82,000 for the full year, while fixed RGUs saw a slight decline of 3,000 [6][29] - Non-subscription revenue in residential grew by CHF 9 million in Q4, driven by higher handset volumes and fee increases [33] - B2B non-subscription revenue increased by CHF 11 million in Q4, attributed to fee adjustments and device sales [33] Market Data and Key Metrics Changes - The company experienced lower market liquidity during Black Friday, leading to extended promotional activities into December [18][19] - Postpaid net additions on the mobile side were 31,000 in Q4, the best outcome of the year [29] - Fixed customer base improved from a negative -7,000 in Q3 to -2,000 in Q4, although challenges are expected in Q1 [29] Company Strategy and Development Direction - The company aims to stabilize customer ARPU through innovation, loyalty, and service enhancements [50] - Focus on the SME segment in B2B with new bundles that include ICT services [54] - Continued emphasis on operational efficiency and cost reductions, leveraging AI for improved processes [55][56] Management Comments on Operating Environment and Future Outlook - Management noted a delay in the stabilization of the fixed consumer base, expecting continued impact into 2026 [10][63] - The company anticipates a gradual improvement in fixed volumes and ARPU, with a slight revenue increase expected in 2026 [57] - Management remains optimistic about maintaining a progressive dividend outlook for the upcoming years [63] Other Important Information - The company achieved a score of 975 points in the annual connect test, marking the strongest outcome in its history [10] - Significant progress in sustainability efforts, including a 49% reduction in greenhouse gas emissions [15][16] Q&A Session Summary Question: Guidance on EBITDA and its building blocks - The question inquired about the components contributing to the CHF 1 billion EBITDA guidance, including the impact of price increases and cost savings [66] Answer: - Management indicated that the guidance reflects a combination of improved revenue and cost management, with specific details to be provided [70] Question: Network roadmap and potential cable network retirement - The question asked about the strategy regarding the cable network and the potential benefits of wholesaling fiber from Swisscom [67] Answer: - Management stated that there is currently no urgency to change the strategy, as the HFC network remains stable and competitive [68]

Carrefour (OTCPK:CRER.F) 2026 Capital Markets Day February 18, 2026 04:00 AM ET Company ParticipantsAlexandre Bompard - CEOFrançois Digard - Head of French Equity ResearchFrederick Wild - VPLizzie Moore - AVPMatthieu Malige - CFOSébastien Valentin - Investor Relations OfficerWilliam Woods - Head of European Retail and Food DeliveryNone - TranslatorNone - Video NarratorConference Call ParticipantsRob Joyce - Equity Research AnalystNone - AnalystNone - AnalystNone - AnalystNoneHello, everyone. Thank you for j ...

DRDGOLD (NYSE:DRD) H1 2026 Earnings call February 18, 2026 03:00 AM ET Company ParticipantsHenriette Hooijer - CFOJaco Schoeman - COONiël Pretorius - CEONiël PretoriusThank you for again joining us for this DRDGOLD's interim results for financial year 2026. Before we start this presentation, I want to take a moment to remember Jan Nelson, who passed away earlier this week. Jan was a friend, and I'm ashamed to say that in recent times, I wasn't much of a friend to him, but his legacy lives on. He laid the fo ...

DRDGOLD (NYSE:DRD) H1 2026 Earnings call February 18, 2026 03:00 AM ET Company ParticipantsHenriette Hooijer - CFOJaco Schoeman - COONiël Pretorius - CEONiël PretoriusThank you for again joining us for this DRDGOLD's Interim Results for Financial Year 2026. Before we start this presentation, I want to take a moment to remember Jan Nelson, who passed away earlier this week. Jan was a friend, and I'm ashamed to say that in recent times, I wasn't much of a friend to him, but his legacy lives on. He laid the fo ...

DRDGOLD (NYSE:DRD) H1 2026 Earnings call February 18, 2026 03:00 AM ET Speaker2Thank you for again joining us for this DRDGOLD's interim results for financial year 2026. Before we start this presentation, I want to take a moment to remember Jan Nelson, who passed away earlier this week. Jan was a friend, and I'm ashamed to say that in recent times, I wasn't much of a friend to him, but his legacy lives on. He laid the foundation for what has become a very successful company in Pan African Resources, and we ...

STRATEGIC PLAN Carrefour 2030 February 18, 2026 CARREFOUR: KEY ASSETS >€91Bn Sales Leading positions Multi-format & omnichannel heart 15,700 stores Our Purpose Food Transition for All +80 million household customers Our model Digital Retail Company 500,000 people working for Carrefour banners worldwide #1 Brazil | #2 France | #2 Spain Franchise at the 10 Bn transactions One of the largest data lakes in Europe 2 MAJOR ACHIEVEMENTS €1bn+ cost savings per year +30pts Net Promoter Score© since 2017 sales from P ...

Q4 / FY 2025 FINANCIAL RESULTS No Offer to Sell or Solicit This presentation is not an offer to sell or a solicitation of offers to purchase or subscribe for any securities of Sunrise Communications AG (Sunrise) in any jurisdiction. This document is not a prospectus within the meaning of the Swiss Financial Services Act, the Prospectus Regulation (EU) 2017/1129 or the UK version of Regulation (EU) 2017/1129 as it forms part of domestic law by virtue of the European Union (Withdrawal) Act 2018 (as amended) o ...

for the six months ended 31 December 2025 Niël Pretorius Henriette Hooijer Jaco Schoeman Chief Executive Officer Chief Financial Officer Chief Operating Officer Disclaimer as at 31 December 2025 Many factors could cause the actual results, performance or achievements to be materially different from any future results, performance or achievements that may be expressed or implied by such forward-looking statements, including, among others, adverse changes or uncertainties in general economic conditions in the ...

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]