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Coya Therapeutics (COYA) 2025 Conference Transcript
2025-06-24 23:30
Coya Therapeutics (COYA) 2025 Conference June 24, 2025 10:30 AM ET Speaker0 Good day, and welcome to the iAccess Alpha Virtual Best Ideas Summer Investment Conference two thousand twenty five. The next presenting company is Coia Therapeutics Inc. If you'd like to ask a question during the webcast, you may do so at any point during the presentation by clicking the ask question button on the left side of your screen. Type your question into the box and hit send to submit. I'd now like to turn the floor over t ...
Devon Energy (DVN) 2025 Conference Transcript
2025-06-24 23:20
Devon Energy (DVN) 2025 Conference June 24, 2025 10:20 AM ET Speaker0 Energy's president and CEO, Clay Gaspar, joining us today. As many of you know, Devon is a really important company in the Oklahoma City community, in the broader Oklahoma City area. So I'm sure, Clay, you're pretty excited about a win for your hometown. Speaker1 What are you talking about exactly, Rim? Speaker0 The thunder. Speaker1 I hadn't noticed that. Oh, the thunder. Thunder you say. Speaker0 You may have an interesting, shy data po ...
L系列订单不佳, MEGA有望50万以上纯电与全价位纯电MPV第一
理想TOP2· 2025-06-24 23:19
25Q1理想电话会议上曾表示 很有信心,焕新版车型的销量将很快回到月销5万台的水平。 目前有个说法是俄罗斯的车走官方出口,从6月开始不计入周上险,也有说法其实还是计入的。 届时可以通过7月1日 8月1日公布的6月7月交付数字,以及8月左右公布的25Q2财报应收账款情 况进行交叉验证。 假设MEGA 之后交付可以维持在一月3000辆左右的水平,一个月有2000左右的俄罗斯上险不体 现,则焕新版月销五万,需要L系列 月上险45000,对应30天周均上险10500。 6月2-22日,这三周不包含MEGA,L系列上险量为7960/7392/8290。 由此可见,即使俄罗斯上险未体现,6月L系列离45000交付也有较大差距。 孙少军口径6月2-22日,这三周,理想订单数为没报/9K左右/9.5K左右 鸿蒙订单数为破12K/9K左 右/9.5K左右。 因为鸿蒙其余订单数不为0,由此可知孙少军口径下最近两周理想订单数大于鸿蒙。 从第一性上定性分析,25年L系列订单情况如果要好转,基本只有以下3种可能性: 1.VLA带动用户价值提升 2.宏观环境变好 3.理想销售管理变强 5月26-6.22日,MEGA四周上险为538/31 ...
理想超充站2525座|截至25年6月24日
理想TOP2· 2025-06-24 23:19
基于2025年底4000+座目标 今年新增数进度值:34.62%→35.11% 今年剩余190天 今年时间进度值:47.95% 需每日 7.76 座,达到年底目标值 【附】11 座新增建成 来源: 北北自律机 25年06月24日星期二 理想超充 11 新增。 超充建成数:2514→2525座 上海市 青浦区 上海青浦崧盈路 为城市/商业中心4C站,规格:4C × 6 重庆市 ———————————————————— 南川区 金佛山东服务区(银百高速银川方向) 为高速服务区5C站,规格:2C × 6 5C × 2 北京市 丰台区 北京丰台银地西路 为城市/商业中心4C站,规格:4C × 8 北京市 丰台区 北京中林置业大厦 为城市/商业中心4C站,规格:4C × 6 江苏省 苏州 苏州姑苏万豪酒店 为城市/商业中心4C站,规格:4C × 6 江苏省 镇江市 镇江润州领城国际 为城市/商业中心4C站,规格:4C × 6 辽宁省 沈阳市 沈阳太原街全季酒店 为城市/商业中心4C站,规格:4C × 6 辽宁省 沈阳市 沈阳兴华南街 为城市/商业中心4C站,规格:4C × 6 山东省 德州 德州丽枫酒店(德州开发区店) ...
Great Lakes Dredge & Dock (GLDD) Earnings Call Presentation
2025-06-24 23:13
MAY 2025 CONSTRUCTING AND PROTECTING COASTAL AND MARINE INFRASTRUCTURE SUPPORTING THE OFFSHORE ENERGY INDUSTRY TABLE OF CONTENTS COMPANY OVERVIEW FINANCIAL OVERVIEW APPENDIX SAFE HARBOR ABOUT US Forward-Looking Statements This presentation includes "forward-looking" statements within the meaning of Section 27A of the Securities Act of 1933, Section 21E of the Securities Exchange Act of 1934, the Private Securities Litigation Reform Act of 1995 or in releases made by the SEC, all as may be amended from time ...
Is the Options Market Predicting a Spike in Ares Commercial Real Estate Stock?
ZACKS· 2025-06-24 23:10
Investors in Ares Commercial Real Estate Corporation (ACRE) need to pay close attention to the stock based on moves in the options market lately. That is because the Aug 15, 2025 $10.00 Call had some of the highest implied volatility of all equity options today. Clearly, options traders are pricing in a big move for Ares Commercial Real Estate, but what is the fundamental picture for the company? Currently, Ares Commercial Real Estate is a Zacks Rank #3 (Hold) in the REIT and Equity Trust industry that rank ...
NOMD vs. LW: Which Frozen Food Stock is Poised to Lead the Market?
ZACKS· 2025-06-24 23:10
Despite this divergence in brand architecture and geographic footprint, both companies are reshaping the frozen food landscape. They are responding to changing consumer behaviors, inflationary pressures, and supply chain complexity through innovation, restructuring, and digital capabilities. NOMD continues to invest in brand equity and innovation platforms, while LW is executing a sweeping enterprise-wide transformation to boost profitability and agility. As macroeconomic uncertainty and shifting demand pat ...
McDonald's, Krispy Kreme ending doughnut deal after one year: ‘Unsustainable for us'
New York Post· 2025-06-24 23:07
McDonald's and doughnut maker Krispy Kreme said Tuesday they would end their partnership in the US by July, as the companies struggled to manage the costs associated with the venture. Under the partnership, announced in March last year, McDonald's planned to sell Krispy Kreme's doughnuts as part of its breakfast menu at more than 14,000 stores in the US. But so far, the doughnuts were available at only 2,400 McDonald's restaurants, according to the companies. "Ultimately, efforts to bring our costs in line ...
Novo Announces AGM Results
Globenewswire· 2025-06-24 23:07
文章核心观点 公司在2025年6月23 - 24日股东大会上所有提案获通过,新公司介绍可在官网查看,公司在金矿勘探等方面有进展和布局 [1][2] 股东大会情况 - 2025年6月23 - 24日股东大会所有提案获通过,包括董事提名选举 [1] - 各董事提名投票情况:Quinton Hennigh获99,028,935票(90.218%),Greg Jones获102,719,712票(93.581%),Karen O'Neill获108,291,333票(99.063%),Michael Spreadborough获107,712,767票(98.567%) [1] 公司信息 - 公司是澳大利亚黄金勘探公司,在ASX和TSX上市,专注发现超100万盎司开发潜力的独立金银项目 [4] - 公司在西澳大利亚皮尔巴拉地区有约5500平方公里土地,在维多利亚本迪戈构造带有22平方公里Belltopper项目 [4] 项目进展 - 皮尔巴拉关键项目Egina Gold Camp中,Northern Star Resources将在4年内投入2500万澳元获Becher项目及周边矿权50%权益,Becher项目与Northern Star的1270万盎司Hemi项目地质特征相似 [5] - 公司在Egina Gold Camp的Becher南部推进黄金勘探,属Croydon JV(Novo占70%) [5] - 公司与SQM在皮尔巴拉成立锂合资企业,使股东接触电池金属 [6] - 公司新增新南威尔士州New England Orogen的TechGen John Bull金矿项目和新南威尔士州西北部Albert Goldfields的Manhattan Tibooburra金矿项目,与Toolunga项目互补 [7] 其他信息 - 公司新公司介绍可在官网查看 [2] - 公司有重要投资组合和计划以寻找增值机会 [8]
IHS Holding: Navigating Growth And Volatility With Hidden Levers
Seeking Alpha· 2025-06-24 23:06
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or ...