Aura Minerals (OTCQX:ORAAF) Q1 2024 Earnings Conference Call May 7, 2024 9:00 AM ET Company Participants Rodrigo Barbosa – President and CEOKleber Cardoso – CFO Conference Call Participants Edgard Pinto de Souza – Itau BBARicardo Monegaglia – SafraRabi Nizami – National Bank Financial Operator Good morning ladies and gentlemen. Welcome to First Quarter 2024 Earnings…
Minerals Technologies Inc. (NYSE:MTX) Q1 2024 Earnings Conference Call April 26, 2024 11:00 AM ET Company Participants Lydia Kopylova – Head, Investor RelationsDoug Dietrich – Chairman and Chief Executive OfficerErik Aldag – Chief Financial OfficerD.J. Monagle – President, Consumer & SpecialtiesBrett Argirakis – President, Engineered Solutions Conference Call Participants Daniel Moore – CJS SecuritiesMike Harrison…
African Rainbow Minerals Limited (OTCPK:AFBOF) Q2 2024 Earnings Conference Call March 8, 2024 4:00 AM ET Company Participants Thabang Thlaku – Investor Relations and New Business Development Patrice Motsepe – Executive Chairman Phillip Tobias – Chief Executive Officer Tsundzukani Mhlanga – Finance Director Michael Schmidt – Board of Directors Thando Mkatshana – Chief Executive, ARM…
domnicky/iStock via Getty Images Compass Minerals International (NYSE:CMP) caught my eye still trading near 52-week lows at $22.54 but the company has some rocky challenges ahead. Cash flows and interest coverage indicate tight liquidity leading to equity issuances in the past year. The company has halted further development on their brine lithium project, which is…
statu-nascendi For Hudbay Minerals, This Analysis Recommends a “Hold” Rating Until Further Notice This analysis recommends maintaining a Hold rating on Hudbay Minerals (NYSE:HBM) stock for now. Hudbay Minerals is a mining company based in Toronto, Canada, but is diversified as its production in the Americas includes copper, mainly, but also other metals such as…
Pilbara Minerals Ltd (OTCPK:PILBF) Q1 2024 Earnings Conference Call October 25, 2023 6:00 PM ET Company Participants Dale Henderson – MD, CEO & Executive Director Vince De Carolis – COO Luke Bortoli – CFO Conference Call Participants Kaan Peker – RBC Capital Markets Rahul Anand – Morgan Stanley Levi Spry – UBS Alistair Harvey –…
CGinspiration/iStock via Getty Images First Quantum Minerals Ltd. (OTCPK:FQVLF) finalized a deal last month that gives them a 55% stake in Peru’s La Granja – one of the world’s largest undeveloped copper deposits. In addition to other ongoing and planned projects, First Quantum could see annual output more than double to 1.6 million tons in…
naphtalina/iStock via Getty Images Investment briefing There is risk capital to be unlocked in the equity of US Lime & Minerals (NASDAQ:USLM) in my informed opinion. A number of inflection points feed into this view, including market fundamentals, USLM’s economic value, and supportive valuations. USLM operates as a manufacturer of lime and limestone products, serving…
Pgiam/iStock via Getty Images Investment briefing No relief for Compass Minerals International, Inc. (NYSE:CMP)’s shareholders leading into the back end of the year, with the company’s equity stock attracting offers at 2-year lows as I write (Figure 1). As a reminder, CMP produces essential minerals, namely salt, sulfate of potash and specialty fertilizers. Its core…
pryzmat PHX Minerals Inc. (NYSE:PHX) is an independent exploration and production company that primarily operates in the SCOOP and Haynesville Shale plays in Oklahoma, Texas, and Louisiana: PHX Minerals The company does have operations in a few other regions, however. The substantial presence in these regions makes PHX Minerals somewhat unique among exploration and production…
Pilbara Minerals Limited (OTCPK:PILBF) Q4 2023 Earnings Conference Call August 24, 2023 7:00 PM ET Company Participants Dale Henderson – Managing Director and CEO Luke Bortoli – Chief Financial Officer James Murray – Senior Commercial Advisor Conference Call Participants Rahul Anand – Morgan Stanley Levi Spry – UBS Hugo Nicolaci – Goldman Sachs Kaan Peker…
Hudbay Minerals Inc. (NYSE:HBM) Q2 2023 Earnings Conference Call August 9, 2023 8:30 AM ET Company Participants Candace Brule – Vice President of Investor Relations Peter Kukielski – President, Chief Executive Officer & Director Chi-Yen Lei – Chief Financial Officer Andre Lauzon – Chief Operating Officer Conference Call Participants Orest Wowkodaw – Scotiabank Ralph Profiti…
zhengzaishuru Dorchester Minerals (NASDAQ:DMLP) declared a distribution for Q2 2023 that was approximately 32% lower than its Q1 2023 distribution. This was not all that surprising since it has a variable distribution tied to its cash receipts and Q1 2023 benefited from both the timing of cash receipts and a spike in sales volumes that…
Torsten Asmus Black Stone Minerals, L.P. (NYSE:BSM) is expecting slightly higher production levels in 2H 2023, including higher oil cuts. This should allow it to achieve 1.1x distribution coverage during the second half of the year at current strip prices. Due to weaker hedges in 2024, there is a good chance that Black Stone’s distribution…