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Bellevue Gold (ASX:BGL) Earnings Call Presentation
2025-09-08 22:00
Colorado Gold Conferences September 2025 New, modern mine with growing production For personal use only NOT AN OFFER Disclaimers & Compliance Statements This presentation is not a prospectus, disclosure document or other offering document under Australian law or under any other law. This presentation will not be lodged with the Australian Securities and Investments Commission (ASIC) or any other foreign regulator. It is provided for information purposes and is not an invitation to subscribe for or purchase ...
Cobram Estate Olives (ASX:CBO) Earnings Call Presentation
2025-09-08 22:00
Investor Presentation 9 September 2025 For personal use only Cobram Estate Olives Limited ABN: 32 115 131 667 Disclaimer This presentation is dated 9 September 2025 and has been prepared by Cobram Estate Olives Limited (ABN: 32 115 131 667) ("CBO" or "the Company") in connection with an institutional placement of new fully paid ordinary shares ("New Shares") in the Company ("Placement"), an offer of New Shares to eligible shareholders under a Share Purchase Plan ("SPP"), and a block trade of fully paid ordi ...
Santana Minerals (NZSE:SMI) Earnings Call Presentation
2025-09-08 22:00
For personal use only Disclaimer Building New Zealand's next cornerstone gold project Precious Metals Summit - Beaver Creek September 2025 Disclaimer All information contained in this presentation is of a general nature. Potential investors are cautioned against using the content of this presentation, in isolation, for making investment decisions and should also refer to Santana Minerals Limited ('Santana') Annual Reports and ASX/NZX:SMI releases. For further information about Santana visit our website at w ...
Ausgold (DB:AU4) Earnings Call Presentation
2025-09-08 22:00
Katanning Gold Project, WA Clearing the Way Strong Gold Production and Excellent Financial Returns over a 10-Year Mine Life Precious Metals Summit, Beaver Creek John Dorward, Executive Chairman 9-12 September 2025 ASX: AUC FRA: AU4 For personal use only Disclaimer Important Information The following notice and disclaimer applies to this investor presentation ("Presentation") and you are therefore advised to read this carefully before reading or making any other use of this Presentation or any information co ...
American West Metals (ASX:AW1) Earnings Call Presentation
2025-09-08 22:00
SEPTEMBER 2025 This presentation has been prepared and issued by American West Metals Limited (the Company or American West) to inform interested parties about the Company and its progress. The material contained in this presentation sets out general background information on the Company and its activities. It does not constitute or contain an offer or invitation to subscribe for or purchase any securities in the Company nor does it constitute an inducement to make an offer or invitation with respect to tho ...
Karoon Energy (ASX:KAR) Earnings Call Presentation
2025-09-08 22:00
Karoon Energy Overview - Karoon Energy is an oil and gas producer generating strong cash flows from high-quality assets, progressing material organic growth opportunities[16] - The company has interests in two world-class oil and gas basins: the Baúna Project offshore Santos Basin Brazil (100%, operated by Karoon) and Who Dat assets in the US Gulf (~30%, operated by LLOG)[16] - Karoon returned US$114 million in cash to shareholders in the last 18 months (1 Jan 24 to 30 June 25)[19] Baúna Project - Baúna Project six-month production was 3.94 MMbbl as of 30 Jun 25, based on CY25 guidance of 3.36 - 3.86 MMbbl[27] - FPSO efficiency in 1H25 was 94.5%, up from 85.3% in 1H24 and 83.8% in 2H24[31] - The acquisition of the Baúna FPSO is expected to reduce Baúna opex by ~US$30-40 million per year post-transition[36] - In 1H25, 2P Reserves increased by 13.7 MMbbl due to the transfer of 2C Contingent Resources and a 3.9 MMbbl upward revision, more than offsetting production of 3.9 MMbbl[40] - Since acquiring Baúna in November 2020, recoverable volumes have more than doubled[40] Neon Development - Neon 2C Contingent Resources have grown by 57% since 2018, reaching 86.5 MMbbl as of April 2025[46] - 1C Contingent Resources increased to 59.8 MMbbl (+59%), 2C to 86.5 MMbbl (+44%), and 3C to 108.0 MMbbl (+21%)[50] - Expected capital cost for phase 1 (recovery of 60 – 70 MMbbl) US$0.9 – 1.2 billion (100% gross), mid-case IRR >20%, LT Brent US$65/bbl (2025 real)[53] Who Dat Project - Karoon's NRI semi-annual production from Who Dat was 1.36 MMboe as of 30 Jun 25, with CY25 guidance of 1.04 - 1.34 MMboe[56] - Who Dat East has 15.7 MMboe of 2C Contingent Resource (on NRI basis) with FID targeted in late 2025/early 2026[62] - Who Dat South has 7.4 MMboe of 2C Contingent Resource (on NRI basis)[62]
Mission(AVO) - 2025 Q3 - Earnings Call Presentation
2025-09-08 21:00
Quarter Highlights Mission Produce: A Global Leader in Avocados About Mission Produce, Inc. FISCAL 2025 Q3 SNAPSHOT | Total Revenue | Adjusted EBITDA | Avocado Volume Sold | Average Selling Price | | --- | --- | --- | --- | | $357.7M | $32.6M | 183.5M LBS | $1.74 /LB | | +10% YoY | +3% YoY | +10% YoY | -5% YoY | This document contains the non-GAAP financial measure "Adjusted EBITDA." Management believes this measure provides useful information for analyzing the underlying business results. This measure is n ...
Gen Digital (NasdaqGS:GEN) 2025 Earnings Call Presentation
2025-09-08 14:30
MoneyLion Business Overview - MoneyLion has over 24 million total customers (lifetime)[20] - The company has 8 million trailing twelve months (TTM) financially active customers[20] - MoneyLion has over 40 million total products consumed lifetime[20] - The company's annualized revenue run-rate is over $750 million[20] - MoneyLion experiences approximately 30% average quarterly revenue growth year-over-year (last 8 quarters ending Q1 FY26)[20] - The company has over 80% repeat revenue[20, 58] MoneyLion Products and Services - The platform offers over 30 financial product verticals[43] - Instacash has a Net Promoter Score (NPS) of 64, with 89% of users feeling better able to care for themselves and their dependents, and 93% feeling more in control of their finances since using it[87] - Members have improved their credit scores by 25+ points within 60 days using credit building programs[91] Gen Digital and MoneyLion Partnership - Gen Digital has access to tens of millions of high-value customers in the US and hundreds of millions globally[153] - Gen Digital is opening more than 10 million new financial accounts each year[153]
BXP (NYSE:BXP) 2025 Earnings Call Presentation
2025-09-08 14:00
BXP Strategy & Market Trends - BXP focuses on high-quality, sustainable assets in the top 15% of their local markets, leased at premium rents[14] - Hybrid office attendance policies are at 41% as of Q2 2025, compared to 78% in Q2 2023, showing a shift back to in-office work[31] - Premier assets outperform the broader market, with a 12.5% direct vacancy rate compared to 20% for non-premier buildings[35] - Average asking rent for premier assets is $95.29, a 50% premium over non-premier assets at $63.62[40] - AI companies are driving leasing demand in San Francisco, accounting for 26.8% of total leasing activity in 2025, totaling 1.63 million square feet[61] Financial Strategy & Asset Management - BXP projects net proceeds of nearly $1.9 billion from asset sales over the next 3 years[125] - The dividend was reset to $0.70 per share quarterly, or $2.80 per share annualized, expected to retain ~$500 million through 2027[271] - BXP anticipates securing a financial partner for 343 Madison Avenue, with a partner contribution of $300 million to $500 million[134] - BXP aims to reduce leverage, targeting a pro forma leverage ratio of 7.08x by year-end 2027, compared to 8.18x currently[322] Portfolio & Occupancy - BXP's in-service portfolio is projected to reach 49.8 million square feet by the end of 2026[161] - Low lease expirations in 2026 and 2027, with only 3.9% and 5.0% of total square footage expiring, respectively, present an opportunity for occupancy growth[104]
Idorsia (IDRS.F) Earnings Call Presentation
2025-09-08 14:00
TRYVIO Overview - TRYVIO (aprocitentan) is the only approved therapy for difficult-to-control hypertension [3, 8, 22, 39, 71, 84] - It is the first hypertension therapy targeting the endothelin pathway [1] - TRYVIO represents the first drug from the established ERA class optimized for patients with difficult-to-control hypertension [28] Market Need and Patient Population - Approximately 26 million US patients are not adequately controlled on other drugs and are amenable to TRYVIO [21] - Morbidity and mortality risks are increased in patients with difficult-to-control hypertension, including a 30% increased risk of all-cause mortality, a 44% increased risk of coronary heart disease, a 57% increased risk of stroke, an 88% increased risk of heart failure, and a 95% increased risk of end-stage renal disease [17] Clinical Efficacy and Safety - Aprocitentan demonstrated a rapid double-digit reduction in blood pressure as early as 2 weeks, with a 15.4 mmHg reduction at 4 weeks on top of three antihypertensives [50, 51] - The blood pressure reduction was sustained up to 48 weeks, with a 19.2 mmHg reduction [55, 56] - A major night-time blood pressure decrease was observed with aprocitentan, with an 8.1 mmHg reduction in ambulatory systolic blood pressure [58, 59] - In a phase 2 trial, aprocitentan demonstrated dose-dependent reductions in systolic and diastolic blood pressure, with a maximum reduction of 18.5 mmHg in systolic blood pressure at the 50mg dose [43] - The most common adverse reaction was edema/fluid retention, reported in 9.1% of TRYVIO-treated patients compared to 2.1% in placebo-treated patients [64] High-Risk Populations - In patients with CKD 3/4, aprocitentan showed a 13.4 mmHg reduction in sitting systolic blood pressure and a 10.7 mmHg reduction in daytime ambulatory systolic blood pressure [76] - Aprocitentan 25 mg showed a 56% reduction in microalbuminuria (UACR 30-300 mg/g) and a 67% reduction in macroalbuminuria (UACR >300 mg/g) at week 36 [79]