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Executive Gary Evans projected initial ore from Alaska in late summer (July-September 2025). He detailed plans for trucking, including using backhauls and stockpiling for winter transport. He estimated this domestic supply could drop ore costs from 40-50% of the Rotterdam price to as low as 20%, significantly improving margins.

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Executive Gary Evans emphasized that the facility is 'fully operational today' and could be started by 'flipping a switch.' He noted that while future modifications might be needed, the mill currently has all the necessary equipment, including trucks and loaders, on-site to begin operations immediately.

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Executive Gary Evans clarified that the strategy is to attract new customers, such as cattlemen and feedlots not currently using zeolite, by targeting nutritionists. He expressed no concern about channel conflict, stating the company would never undercut existing customers and is open to white-labeling deals, allowing distributor-branded products to compete alongside CattleMax.

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Michael Saylor, an executive, described competition as a 'virtuous cycle' that legitimizes the bitcoin standard and educates more investors, ultimately bringing more capital into the ecosystem. He believes the market can support many BTC companies, especially in different geographic regions, and that increased adoption will benefit all participants by driving up bitcoin's price and accelerating the transition to the bitcoin standard.

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Executive Chairman Michael Saylor stated that the company is in dialogue with the IRS and legislators and does not believe there is broad support for such a tax. He characterized a potential tax as a 'nuisance' and a 'second order impact' that would not fundamentally alter their business strategy of arbitraging capital markets against Bitcoin's performance, though it might slightly slow the growth rate.

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Michael Saylor, an executive, acknowledged that his voting interest, currently just over 50%, is expected to slip into the high and then mid-to-low 40s as they execute their capital plan. He expressed no concern, stating he views common stock shareholders as partners and that the company can operate effectively with his voting power below 50%, as their interests are aligned.

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Chairman and CEO Mark Penn confirmed that tech clients are shifting from 'efficiency mode' to 'competition mode,' driven by AI. He positioned Stagwell to capitalize on this trend, using its combination of designers and engineers to help clients implement generative AI for enhanced consumer connection and personalized web experiences. He also pointed to an upcoming Investor Day to showcase these capabilities.

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Chairman and CEO Mark Penn highlighted several key products. He expressed enthusiasm for BERA.ai, a sophisticated brand modeling tool that helps CMOs justify marketing spend, noting its adoption by a major payments company. He also pointed to the Wonder Cave text messaging platform, which has sent over 4 billion messages and is expanding from political advocacy to brand clients. He also mentioned the LEADERS influencer platform and AR experiences for stadiums as key growth areas.

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Executive Igal Zamir explained that after gaining FAA approval a year ago, TAT strategically focused on "one-off" deals to build operational expertise and a robust financial model. This experience is crucial for accurately pricing future long-term, fixed-price contracts. He noted a very large opportunity funnel for 2025 and 2026 due to high market demand and limited competition.

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CEO Tyler Glover stated that while current non-oil and gas revenue is immaterial, TPL has secured significant future growth through contracts for over 700 MW of solar, seven utility-scale battery projects, and multiple Bitcoin mines. Regarding data centers, Glover positioned TPL as an ideal partner due to its vast land holdings, water solutions, and experience negotiating for compute facilities. He highlighted TPL's ability to provide ancillary infrastructure and its proven track record of acquiring additional land to meet project needs.

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CFO Seckin Koseoglu clarified that lower inflation would reduce unadjusted revenue growth but not impact real growth. He projected a positive effect on EBITDA and Free Cash Flow (FCF) due to a decreased impact on the cost of inventory.

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Executive David Garofalo stated that the company only issues shares for a specific, accretive use of proceeds, such as the recent financing for the Vares stream. He emphasized that every issuance has increased both net asset value (NAV) and cash flow per share, assuring that capital is deployed into long-life assets and not raised without a clear, value-adding purpose.

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