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Fortis(FTS) - 2025 Q2 - Earnings Call Presentation
2025-08-01 20:30
Q2 2025 EARNINGS CONFERENCE CALL August 1, 2025 FORWARD LOOKING INFORMATION Fortis includes forward-looking information in this presentation within the meaning of applicable Canadian securities laws and forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 (collectively referred to as "forward-looking information"). Forward-looking information reflects expectations of Fortis management regarding future growth, results of operations, performance and business pr ...
Ingersoll Rand(IR) - 2025 Q2 - Earnings Call Presentation
2025-08-01 20:00
Q2 2025 earnings presentation Making Life Better Forward-looking statements This presentation contains "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995, including statements related to expectations of Ingersoll Rand Inc. (the "Company" or "Ingersoll Rand") regarding the performance of its business, its financial results, its liquidity and capital resources and other non-historical statements. These forward-looking statements generally are identified by ...
Interface(TILE) - 2025 Q2 - Earnings Call Presentation
2025-08-01 20:00
Investor Presentation | August 2025 Forward Looking Statements and Non-GAAP Measures This presentation contains forward-looking statements, including, in particular, statements about Interface's plans, strategies and prospects. These are based on the Company's current assumptions, expectations and projections about future events. Although Interface believes that the expectations reflected in these forward-looking statements are reasonable, the Company can give no assurance that these expectations will prove ...
Dairy Foods Names Lifeway Foods as Processor of the Year, Recognizing the Brand's Growth and Its Role in Revolutionizing the U.S. Kefir Category
Prnewswire· 2025-08-01 06:00
公司荣誉与成就 - 公司被Dairy Foods Magazine评为年度最佳加工商 这是该杂志授予行业创新、领导力、增长和影响力的最高年度荣誉[1] - 奖项彰显了公司在2025年的卓越表现 包括强劲且持续的收入增长、扩大分销、定义品类的创新以及对健康、可持续性和社区赋能的持续承诺[1] - 公司创始人兼CEO Julie Smolyansky表示 这是对团队近40年致力于推广益生菌和发酵食品健康益处的认可 反映了肠道健康日益受到重视[2] 公司发展历程 - 公司从芝加哥的小型初创企业发展成为具有全球影响力的品类领导者[2] - 2026年将迎来公司成立40周年 目前仍专注于通过益生菌和发酵食品滋养身心的使命[4] - CEO Julie Smolyansky自2002年起领导公司23年 成为美国上市公司最年轻女性CEO[2] 行业认可与创新 - 行业媒体评价公司不仅是开菲尔的先驱 更是以目标、诚信和创新持续引领行业的典范[3] - 公司将在2025年12月杂志专题报道中亮相 并于2026年1月在IDFA乳品论坛上接受实体奖项[3] - 公司被福布斯评为最佳小型企业之一 是美国领先的开菲尔益生菌发酵饮料供应商[5] 业务表现与产品 - 创纪录的零售增长 由消费者对功能性和富含益生菌食品的需求增加推动[6] - 创新产品发布包括Lifeway益生菌胶原蛋白奶昔和风味融合系列[6] - 产品线涵盖可饮用开菲尔、多种奶酪和儿童ProBugs系列 销售覆盖美国、墨西哥、爱尔兰、南非、阿联酋和法国[5] 企业战略与运营 - 开展吸引新消费者的营销活动 为品类注入活力[6] - 实施可持续制造实践 投资节能生产和负责任采购[6] - 坚持使命驱动的发展战略 持续支持慈善组织[6]
Aspen Aerogels to Participate in August Investor Conferences
Globenewswire· 2025-08-01 04:30
NORTHBOROUGH, Mass., July 31, 2025 (GLOBE NEWSWIRE) -- Aspen Aerogels, Inc. (NYSE: ASPN) ("Aspen" or the "Company"), a technology leader in sustainability and electrification solutions, today announced that the Company is scheduled to participate in the following investor events in August: (i) Oppenheimer 28th Annual Technology, Internet & Communications Conference, and (ii) Canaccord Genuity 45th Annual Growth Conference. The presentation materials utilized during the conferences will be available on the I ...
BIC: Release and availability of the 2025 Half-Year Financial Report
Globenewswire· 2025-07-31 23:45
Release and availability of the 2025 Half-Year Financial Report Clichy, France – July 31st, 2025 The 2025 Half-Year Financial Report of Société BIC (Paris: BB) was released and is now available on BIC’s website on this link. Contacts Brice ParisVP Investor Relations +33 6 42 87 54 73brice.paris@bicworld.com Investor Relationsinvestors.info@bicworld.com Bethridge ToovellVP Global Communications+1 917 821 4249bethridge.toovell@bicworld.com Isabelle de Segonzac Image 7, Press Relations contact+33 6 89 ...
Two Senior Executives from S&P and the Global Reporting Initiative (GRI) join the Diginex team
Globenewswire· 2025-07-31 21:16
LONDON, July 31, 2025 (GLOBE NEWSWIRE) -- Diginex Limited (“Diginex” or the “Company”) (NASDAQ: DGNX), a leading provider of Sustainability RegTech solutions, is delighted to announce the appointments of Andrew Harling as Chief Commercial Officer and Matthew Rusk as Vice President of Strategic Relationships, Americas, effective immediately. These key additions to the senior team reinforce Diginex’s commitment to accelerating growth and advancing innovation in sustainability worldwide. Andrew Harling joins D ...
Kinross(KGC) - 2025 Q2 - Earnings Call Transcript
2025-07-31 21:02
Kinross Gold (KGC) Q2 2025 Earnings Call July 31, 2025 08:00 AM ET Company ParticipantsDavid Shaver - SVP - Investor Relations & CommunicationsJ. Paul Rollinson - CEO & DirectorAndrea Freeborough - EVP & CFOClaude Schimper - EVP & COOWilliam Dunford - Senior Vice-President of Technical ServicesGeoffrey Gold - PresidentFahad Tariq - SVP - Equity ResearchTanya Jakusconek - DirectorConference Call ParticipantsCarey MacRury - Equity Research AnalystAnita Soni - Managing Director - Senior Precious Metals Researc ...
Kinross(KGC) - 2025 Q2 - Earnings Call Transcript
2025-07-31 21:00
财务数据和关键指标变化 - 二季度生产51.3万黄金等效盎司,销售50.8万盎司,销售成本为每盎司10.74美元,平均实现金价为每盎司3285美元,利润率超每盎司2200美元创纪录 [12] - 二季度调整后每股收益为0.44美元,调整后运营现金流为8.44亿美元,可归属资本支出为3亿美元,可归属自由现金流创纪录达6.47亿美元 [13] - 二季度末现金超11亿美元,总流动性约28亿美元,净债务状况改善至约1亿美元,预计三季度实现净现金 [14] - 二季度回购并注销约1.7亿美元股票,至今累计达2.25亿美元,加上季度股息,已向股东返还近3亿美元,有望实现今年最低6.5亿美元的目标 [14] 各条业务线数据和关键指标变化 Paracatu - 二季度产量14.9万盎司,因吞吐量增加和磨矿回收率提高,产量较上季度增长,销售成本为每盎司958美元,与上季度持平 [18] - 有望实现全年生产58.5万盎司、销售成本每盎司1025美元的目标 [18] Tasiast - 二季度按预算生产11.9万盎司,销售成本为每盎司843美元,通过良好的磨矿性能和回收率实现预算产量 [18] - 二季度开始对北部Fenics卫星矿坑进行预剥离,有望实现全年生产50万盎司、目标销售成本每盎司860美元的目标 [19] La Coipa - 二季度生产5.4万盎司,销售成本为每盎司1397美元,因矿坑地下水流入量高于预期,矿石开采吨数较上季度减少,导致成本上升 [19] - 团队已了解进水情况,增加了排水并调整了采矿计划,预计下半年产量增加、成本降低,有望实现全年23万盎司的生产目标 [19] 美国业务 - 二季度产量19万盎司,销售成本为每盎司1229美元,得益于阿拉斯加和内华达州的强劲贡献,产量环比增长 [20] - 有望实现全年生产68.5万盎司、销售成本每盎司1420美元的目标 [20] Fort Knox - 二季度产量9.8万盎司,与一季度持平,销售成本为每盎司1247美元,因加工成本上升,较上季度略有增加 [21] Bald Mountain - 二季度生产5.4万盎司,销售成本为每盎司1095美元,因高品位LPM工厂开采完成和Red Bird一期开采增加,成本较上季度降低 [21] Round Mountain - 二季度产量3.9万盎司,因品位提高,产量较上季度增加,销售成本为每盎司1376美元,较上季度降低 [21] 各个市场数据和关键指标变化 无相关内容 公司战略和发展方向和行业竞争 - 公司计划继续保持财务纪律,优先考虑利润率以推动强劲现金流,支持持续的资本回报并进一步加强资产负债表 [11] - 技术团队专注于钻探、技术研究和许可工作,将资源纳入生产计划,同时进行勘探以扩大资源基础 [23] - 若金价维持当前水平或上涨,行业可能会提高储备资源定价,但公司注重利润率、现金流和价值创造,不依赖高金价 [56][57] 管理层对经营环境和未来前景的评论 - 二季度表现强劲,上半年开局良好,有望实现全年目标,财务状况和现金流前景出色 [3][10] - 持续推进安全计划,新安全品牌Safeguard已推广,运营表现良好 [17] - 各项目进展顺利,棕地和绿地项目有望在未来为生产做出贡献 [7] - 可持续发展方面,5月发布年度可持续发展报告,二季度在水管理方面取得进展 [8][9] 其他重要信息 - 安全计划注重主动识别危险、人员发展和领导力培训,新安全品牌Safeguard已推出,包括共同设计特定场地和文化相关的关键信息沟通计划 [17] - 资源基础包括2600万盎司已测量和指示资源,以及1300万盎司推断资源(按每盎司2000美元计算) [23] 总结问答环节所有的提问和回答 问题1:Bald Mountain下半年的情况如何 - 公司表示上半年表现强劲,下半年因继续推进Redbird项目启动,生产速度会稍慢,产量预计略低于一季度 [38] 问题2:美国业务整体是否会高于全年指导中点,有无抵消因素 - 公司预计美国业务将继续保持良好表现,但下半年Fort Knox产量会略有下降,整体下半年表现会稍弱,这也会影响成本 [41] 问题3:La Coipa的矿石吨数、品位和剥采比情况如何 - 公司称La Coipa约有500多万盎司资源,平均品位约为每克2吨,可能会稍低,剥采比需后续回复 [45][46] 问题4:除2027年到期的5亿美元债务外,是否有提前回购债务的计划 - 公司表示提前偿还债务有成本,预计在到期时或之前偿还2027年债务,目前现金充足,对继续增加现金余额感到舒适 [48] 问题5:三季度实现净现金后,超过5亿美元的现金是否会用于股票回购 - 公司称目前承诺进行5亿美元股票回购,未来是否使用多余现金进行回购取决于金价和股价,若金价持续向好,预计未来会继续回购 [51][53] 问题6:2026年预算阶段如何考虑矿山寿命计划、储量和资源基础 - 公司表示行业正在消化当前金价走势,若金价维持或上涨,行业可能提高储备资源定价,但公司注重利润率和现金流,目前未使用更高金价进行储备资源计算 [56][59] 问题7:哪些物业的勘探结果能在不考虑金价的情况下替代储量 - 公司指出Kerloo和Phase X的勘探结果良好,规模和品位不断提升,有望在2028年左右做出贡献 [62] 问题8:Lobo Marte项目情况及如何融入整体业务 - 公司称Lobo Marte项目正在进行技术工作和基线研究以支持环境影响评估,该项目品位高、剥采比低,经济前景好,预计在30年代做出贡献,目前正在为许可工作做准备 [66][68] 问题9:下半年预计成本增加涉及哪些运营 - 公司表示Fort Knox Phase 10、Round Mountain Phase S和Tasiast因剥离成本性质变化,成本会增加,Paracatu预计下半年电力成本上升,阿拉斯加也可能出现类似情况,这些都已反映在全年指导中 [73][74]
Melco Resorts & Entertainment(MLCO) - 2025 Q2 - Earnings Call Presentation
2025-07-31 20:30
July 31, 2025 2Q'25 Results Presentation 1 Disclaimer Safe Harbor Statement This presentation contains forward-looking statements. These statements are made under the "safe harbor" provisions of the U.S. Private Securities Litigation Reform Act of 1995. Melco Resorts & Entertainment Limited (the "Company") may also make forward-looking statements in its periodic reports to the U.S. Securities and Exchange Commission (the "SEC"), in its annual report to shareholders, in press releases and other written mater ...