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Jordan Wu, President and CEO, stated that the CPO project with partner ForeSee is on track, with 2025 focused on engineering validation. Mass production is anticipated to start in 2026, customer-dependent, with potential annualized revenue exceeding $100 million in the early stages. Wu confirmed that multiple future generations are in development, including a long-term project that could be a major breakthrough, and that progress is not deterred by macro uncertainty.

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CFO Sean Quinn affirmed that the 45-50% FCF conversion rate remains the normalized target. He explained that FY26 conversion is suppressed by approximately $40 million in elevated, above-maintenance capital expenditures and capitalized software. Quinn anticipates conversion will trend back toward the target range in FY27 as these investments yield EBITDA benefits and CapEx levels normalize. He also noted that working capital, a small outflow in FY25, is expected to be a contributor to cash flow on a normalized basis.

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CEO Robert Keane noted that customer verticals are highly diverse, with the main exposure being in the Promotional Products, Apparel and Gifts (PPAG) category. CFO Sean Quinn confirmed the math on potential tariff costs but stated the net impact would be lower due to price increases and product substitution. He explained the increased exposure is due to higher tariff rates and the loss of the de minimis exemption for China. The $20 million figure for direct sourcing does not include exposure from third-party suppliers, which is also being actively managed.

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CEO Robert Keane expressed high confidence in continuing growth investments of around $146 million, citing strong performance and robust adjusted free cash flow per share of approximately $8-10. He stated that the current share price presents a significant value mismatch, making repurchases highly attractive. Keane noted that even after deploying over $300 million in investments and buybacks in the past year, the company successfully reduced leverage from 3.5x to 3.1x EBITDA. He affirmed the plan to take advantage of the 'irrational' market price, potentially investing over $100 million in buybacks this fiscal year while still adhering to the year-end leverage target of approximately 2.75x.

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Executive Chairman and President Jesús Zamora Leon stated that Auna has not provided country-specific guidance but acknowledged the company's internal target for consolidated full-year EBITDA growth has historically been around 20%. He explained that due to uncertainties in Colombia and now the Q1 results in Mexico, the company is reluctant to issue formal guidance for 2025 until there is better visibility on Mexico's recovery.

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CEO Thomas Healy reported that the Navy's KARNO Core, operating at Hyliion's Cincinnati facility, has shown very consistent reliability with no unplanned downtime or rebuilds required since regular operation began in March. He noted the team is making software improvements based on operating feedback from daily tests, which include start-stop cycles and varying power levels. Healy emphasized that the high reliability of such an early unit was an expected but very pleasing outcome.

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Executive Kristen Shults explained that the new 250 million cubic feet per day plant, the company's first major greenfield project, is already full. It increases total Delaware Basin capacity to 2.2 Bcf/d. Shults anticipates a slight gross margin improvement from eliminating offloading fees, offset by higher operating expenses for staffing the new facility, with no net change to system throughput.

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CEO Adam Aron detailed plans to grow PLF and Extra-Large Format screens from over 600 to more than 1,000, potentially reaching three-quarters of AMC's theatres. He highlighted the success of new 'Club Rocker' seats in top-grossing locations and noted that further expansion of these and other initiatives, like 4DX/ScreenX auditoriums, is contingent on available growth capital. Aron emphasized a disciplined CapEx approach, linking increased investment to future EBITDA growth.

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An executive confirmed that CSN is no longer pursuing the Intercement transaction. Regarding a cement IPO, the executive stated the company is ready in terms of governance and controls and intends to list when a market window opens. They highlighted that the existing cement assets have elasticity to grow volume even without new sites, having increased from 12 million tons in 2023 to 13 million in 2024, with further growth expected.

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CEO Øystein Kalleklev explained that Henry Hub is the main U.S. benchmark, JKM represents the spot LNG price in Asia (Japan-Korea market), and TTF is the primary virtual gas hub for Northwest Europe. He also noted other hubs like Waha in West Texas and the National Balancing Point in the U.K.

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CEO Øystein Kalleklev explained that the market is rebalancing, with 5-year charter rates now exceeding 10-year rates. This is driven by increased demand for modern, efficient vessels to replace aging steamships coming off legacy contracts, as well as new LNG projects beginning to secure shipping capacity.

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CEO Jeff Thompson countered that Red Cat's current financials do not yet reflect any revenue from the SRR contract and will look very different once shipments begin. He emphasized that the addition of high-margin software will further improve profitability. Thompson also pointed out that AeroVironment did participate in Tranche 1 of the SRR program but was not selected to advance, stating, 'They lost, we won.'

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Acting Co-CEO and CFO Lei Peng reported that HUYA holds approximately USD 900 million in cash after a recent dividend payment. The strategy is to fund daily operations, pursue business development, and remain open to strategic investments. Regarding shareholder returns, the company has returned about USD 400 million via special dividends this year and will consider future dividends based on profits, subject to board approval. The share repurchase program has utilized USD 61.1 million of its USD 100 million authorization, with future execution dependent on market conditions.

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Chairman and CEO John Cash responded that the well field is performing exceptionally well with high head grades. He noted that an increased number of drill rigs has improved operational efficiency, allowing a new header house to come online approximately every 30 days. Management's focus has now shifted to improving plant efficiency through staff training and maintenance. Mr. Cash expressed confidence in returning to and exceeding historical production levels, stating that current challenges are surface-level and not related to in-ground technical issues.

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Dr. Guo Jinyi, Chairman and CEO, attributed the strong Q2 results to a mix of favorable weather, proactive strategic adjustments, and inherent business model advantages. He highlighted that the expanded store footprint, particularly in malls and on street fronts, effectively captured peak season demand. Dr. Guo noted that 25 new beverage SKUs accounted for 24% of total sales volume, while effective cost-cutting measures significantly improved profitability. For Q3, he anticipates maintaining strong revenue and profit levels by launching more seasonal products and increasing marketing efforts.

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Jeffery Hay, Chief Underwriting Officer, explained that the company is an 'all-lines account writer' and expects similar policy count growth across commercial lines. He noted that premium growth will vary by line due to market rate dynamics, with challenges in workers' comp but positive trends in commercial multi-peril and auto. Hay highlighted a strategic push for 'outsized growth' in small commercial, which should lead to more growth in BOP package policies compared to middle-market CPP policies.

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Executive Patrick Arnold Schorn explained that Saudi Arabia altered its strategy to focus more on onshore developments, creating an oversupply of offshore rigs. This led to the suspension of about 20 rigs, including one of Borr's three rigs in the country, while the other two continue to operate normally.

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