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Executive Gary Evans clarified that antimony, as a critical mineral, is exempt from tariffs. He noted the company is in final negotiations with two additional countries to diversify its international supply base, which will improve its negotiating power with existing suppliers.

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Director and Co-CEO Lloyd Bardswich explained that the Sudbury area is Canada's largest mining region with significant existing infrastructure. He highlighted that the presence of major mining companies like Vale and Glencore with excess milling and smelting capacity means UAMY could potentially truck ore for processing, avoiding major CapEx and permitting delays for building its own facilities.

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Executive Lloyd Bardswich explained two primary uses. First, zeolite is spread before blasting to absorb ammonia gas from explosives, improving air quality. Second, it is used to remove metal ions from discharged water from both mining and milling facilities. He noted it's a specialized market with significant growth potential.

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Phong Le, President and CEO, explained that the company operates under a 'BTC financial framework' where capital raises are evaluated based on accretion to BTC Yield, BTC per share, and BTC Gain. He asserted that equity issuances above 1x NAV are accretive, not dilutive, under this model. Le also noted the need to develop a more mature and efficient market for their fixed income instruments, which are even more accretive, and that as NAV rises, the yield curve flattens, making equity issuance more comparable to fixed income.

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Chairman and CEO Mark Penn described the RFP flow as 'busier than ever,' with over $1.3 billion reviewed in 2024 and a win rate over 30%. He anticipates $1.5 billion in RFPs in 2025 and highlighted that Stagwell now has the scale to compete for major government contracts, which could eventually add 10-15% to the business.

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Chairman and CEO Mark Penn stated that for Stagwell, AI will unequivocally be a core revenue driver. He emphasized that the company's role in digital transformation—building new AI-based connections between companies and consumers—is a major growth area. While acknowledging internal AI uses for efficiency, like in production, he noted that production costs are largely pass-through expenses. He believes AI will remove drudge work and ultimately drive more high-level creative and strategic work.

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Executive Igal Zamir detailed that the Heat Exchangers segment serves both OEM and MRO markets for commercial and military aircraft. On the OEM side, TAT is a Tier 1 supplier to Boeing, Textron, and Embraer. For MRO, he stated TAT has one of the largest capability ranges in the industry, servicing units for airlines flying Airbus, Boeing, and other aircraft.

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Executive Robert Crain explained that TPL is actively evaluating the 'beneficial extraction' of analytes from produced water, comparing the opportunity's early stage to that of large data centers. He noted that the company is systematically cataloging mineral concentrations by geological strata and location to identify commercially viable opportunities at scale. Crain also pointed out that the regulatory framework for ownership of produced water and its downstream revenues is still developing.

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CFO Seckin Koseoglu detailed that Hepsiburada has adjusted its credit card policy by changing thresholds for interest-free installments and is increasingly leveraging its proprietary affordability solutions, like BNPL, to manage overall financing costs.

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Executive David Garofalo reiterated that the company avoids dilution and would only consider raising more capital if a specific, highly accretive acquisition opportunity arose. He stressed that in the absence of a deal that demonstrably adds significant value for shareholders, the company does not issue equity.

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