Deutsche Lufthansa (OTCPK:DLAK.F) 2025 Conference November 04, 2025 11:00 AM ET Company ParticipantsMarc-Dominic Nettesheim - Head of Investor RelationsZafar Aziz - Head of Depository Receipts and Investor Relations AdvisoryZafar AzizHello and welcome to the Deutsche Bank Virtual Investor Conference, DBVIC. This is Zafar Aziz from the Deutsche Bank team. I'm pleased to welcome our next presentation by Lufthansa from Germany. Before I introduce our speaker, a few points to note. Please click on the questions ...

涉及的行业或公司 * MP Materials公司 一家专注于稀土开采、精炼和永磁体制造的公司 拥有并运营着Mountain Pass稀土矿和加工设施[22][25][26] * 稀土行业 特别是永磁体制造领域 涉及汽车、消费电子、国防、航空航天、数据中心和机器人等多个下游产业[25][32][42] 核心观点和论据 * 公司的战略定位是成为西方世界一体化的稀土永磁体供应商 目前是西半球唯一拥有从采矿到磁体制造全流程规模化能力的生产商[25][26][27] * 公司与美国国防部建立了变革性的公私合作伙伴关系 该交易为公司提供了关键的经济支持[28][29][32] * 国防部为公司Mountain Pass所产材料中的钕镨（NdPr）含量提供了每公斤110美元的价格下限[33][37] * 国防部为新规划的10X磁体制造设施提供了1.4亿美元的年度最低息税折旧摊销前利润（EBITDA）保证[35][37] * 该交易使公司能够加速在美国建设磁体制造能力 以应对西方世界日益增长的需求[32][34] * 公司磁体制造产能将大幅扩张 从最初的1,000吨提升至总计10,000吨[34] * 最初的Independence设施产能为1,000吨 主要为通用汽车供货 并将于今年年底开始商业生产[27][33] * 与苹果公司的合作将把Independence设施的产能从1,000吨扩大到3,000吨[34][39] * 新规划的10X设施将增加7,000吨产能 这将是西方世界最大的同类设施[34] * 公司拥有强大的财务前景 基于现有合同 公司可见的年度化EBITDA运行率至少为6.5亿美元 这尚未包括商品价格上涨（公司保留价格上限以上70%的收益）以及与苹果合作等潜在上行空间[37][38] 其他重要内容 * 公司与苹果公司建立了合作伙伴关系 不仅涉及磁体产能的锚定扩张 还包括建设规模化的回收能力以及技术合作[34][38][39][40] * 在磁体制造过程中 高达40%的材料可能会在切割和研磨中损失 规模化回收能力对经济性和供应链安全至关重要[38] * 公司强调其业务的复杂性和规模化优势 从矿石到成品磁体需要多个高难度的工艺步骤 拥有全流程的规模化能力是关键的差异化优势[27][30][31][40] * 市场需求前景广阔 当前全球磁体市场规模约为25万吨 第三方研究预计到2040年将增长至近90万吨 中国目前主导着整个供应链 拥有95%的磁体制造市场份额 这为西方供应链创造了替代机会[43][44] * 公司的上游业务实力雄厚 Mountain Pass矿目前以年化约3,000吨的速率生产钕镨氧化物（NdPr oxide） 并计划扩产至6,000吨 现有矿山寿命接近30年[36][47][51][52] * 公司拥有充足的资金执行其计划 在国防部交易完成后 公司资产负债表上拥有近20亿美元的现金 新的10X磁体设施初步预算为12.5亿美元[54] * 公司已通过其新产品引进（NPI）生产线成功生产出符合汽车级（包括电动汽车牵引电机）严格规格的磁体 为商业化生产奠定了基础[57][58][59]

Belite Bio (NasdaqCM:BLTE) 2025 Conference November 04, 2025 10:30 AM ET Speaker0Hello, and welcome to the Deutsche Bank Virtual Investor Conference, DBVIK. This is Zafar Aziz from the Deutsche Bank team. I'm pleased to welcome our next presentation from Belite Bio, whose ADRs are listed on NASDAQ under the symbol BLTE. The presentation today will last for around thirty minutes and all today's presentations will be recorded and can be accessed via the Deutsche Bank website, www.adr.db.com. I'm very pleased ...

Ibotta (NYSE:IBTA) Conference November 04, 2025 10:20 AM ET Speaker3So we're going to stay in the grocery store aisle for a little bit longer to talk about a performance marketing revolution in the consumer packaged goods segment. You probably know about this killer brand of water called Liquid Death. Have you all heard of it?Yes.Okay, yes. I am a fan of Liquid Death. Definitely all my concerts, I have a Liquid Death. So here to share some insights is the company's Chief Media Officer, Benoit, and also join ...

Caterpillar (NYSE:CAT) 2025 Investor Day November 04, 2025 10:00 AM ET Company ParticipantsAndrew Bonfield - CFOJim Umpleby - CEONone - Video NarratorJerry Revich - Managing Director of Equity ResearchSaba Khan - Managing DirectorAlex Kapper - Head of Investor RelationsBob De Lange - Group PresidentJason Kaiser - Group PresidentDenise Johnson - Group President for Resource IndustriesConference Call ParticipantsMike Schliske - Managing Director and Senior Equity Research AnalystNone - Analyst 1Steven Fisher ...

Caterpillar (NYSE:CAT) 2025 Investor Day November 04, 2025 10:00 AM ET Speaker1Welcome back everyone. Those outside the room, if you could come in and get settled and be reseated. So I'm pleased to introduce our Group President of Resource Industries, Denise Johnson.Speaker0Okay, well, thank you, Alex, and it's great to be here with all of you today. Again, I'm Denise Johnson, Group President for Resource Industries. Today I'm going to discuss our plans for RI and show that by addressing the most fundamenta ...

Aya Gold & Silver (OTCPK:AYAS.F) Update / Briefing November 04, 2025 10:00 AM ET Speaker1Good morning, everyone, and welcome to the Boumadine PEA Results Webinar. I'm Elizabeth Hamaue, Director of Corporate and Financial Communications. The Aya team is excited to share the results of this important milestone. Joining me today are Benoit La Salle, President and CEO; Raphaël Beaudoin, Vice President of Operations; Patrick Perez, Director of Technical Services; Ugo Landry-Tolszczuk, Chief Financial Officer; Se ...

The Sherwin-Williams Company (NYSE:SHW) Update / Briefing November 04, 2025 10:00 AM ET Company ParticipantsJim Jaye - SVP of Investor RelationsAl Mistysyn - CFOVincent Andrews - Managing DirectorBen Meisenzahl - SVP of FinanceHeidi Petz - President and CEOConference Call ParticipantsChris Parkinson - Senior Research AnalystArun Viswanathan - Senior Equity AnalystOperatorGood morning. Thank you for joining the Sherwin-Williams Conference to discuss the election of the company's next Chief Financial Officer, ...

Yiren Digital (NYSE:YRD) 2025 Conference November 04, 2025 10:00 AM ET Speaker0Hello and welcome to the Deutsche Bank Virtual Investor Conference, DVVIC. This is Zafar Aziz from the Deutsche Bank team. I'm pleased to welcome our next presentation by Yiren Digital from China. Before I introduce our speaker, a few points to note. Please click on the questions box to ask a question. All of today's presentations will be recorded and can be accessed via the Deutsche Bank website, www.adr.dv.com. I'm happy now to ...

Epiroc (OTCPK:EPOA.Y) 2025 Conference November 04, 2025 09:30 AM ET Company ParticipantsAlexander Apell - Investor Relations OfficerKarin Larsson - VP and Head of Investor Relations and MediaZafar Aziz - DirectorKarin LarssonA warm welcome to this Epiroc presentation. Thank you.Zafar AzizHello and welcome to Deutsche Bank's Virtual Investor Conference, DBVIC. This is Zafar Aziz from the Deutsche Bank team. I'm pleased to welcome our next presentation by Epiroc from Sweden. Before I introduce our speaker, a ...