CORPORATE CONFERENCE CALLS


Monthly updates on Corporate conference earnings calls as well as other company details. Beginning in May,  I will  focus on 1 company from each of the top 3 sectors over the last 6 months.  A  synopsis of highlights and paraphrasing of speakers will be given after listening to the calls. (A link will be posted if you would like to listen to the complete call)  I will follow the companies until they fall out of the top 3 sectors, then pick new companies from leading sectors.  

 

 

 

AHGP/  ALRP April 28 Earning Conference Call
Qtr1 2014


CALL LINK

CORPORATE WEB SITE

Insider Purchases   0                                Institutional Purchases  0
Insider Sales           5    23,491 shares     Institutional Sales          639,037 shares -5%

Present at call: Brian Contrell  CFO
Joe   Craft        CEO

Record quarter, Goal 6M tons in 2014
Gipson mine 700K tons in  2014
7.8M tons thru 2016
There will be increased co-pricing in the 2ed half.
2 for 1 unit split for ALRP unit holders.
8.2%   ALRP holder distributions
11.1% AHGP holder distributions

TimeLine

8:30      Financial and Guidance
12:00    Guidance
14:32    What is the environment when speaking with customers
17:27    Gipson South Mine full run rate forcast?
20:08    Status update on White Oak.
21:24    Relative valuation of Alliance Partners. ALRP vs. AHGP
24:00    Is market up or flat this summer?
28:07    Cost per ton guidance.
29:34    Rail congestion issues.
32:25    Antidote’s on Illinois basin.
33:44    Most attractive growth prospects for the future.
37:24    When will it make sense to increase rate of distribution.

 

 


POM PEPCO May 7, Q1 2014 Conference Call  (24min)
Present at call:     Frederick Boyle  CFO Senior VP
Joseph RIgby


CALL LINK

CORPORATE WEB SITE

% of Shares Held by Institutional & Mutual Fund Owners: 59%
Number of Institutions Holding Shares: 378

Insider Purchases   0
Insider Sales           6102    2 Transactions

TIMELINE

3:10     Joseph Rigby Financial overview
4:40     Reasons for high earnings growth.
5:21     Additional Projects
7:20     Rate case decisions
9:10     New Contracts
9:58     Fred Boyle   (Detail of financials)
13:07   3014 Interests and guidance

14:10             Q + A
14:48   Filing of additional rate cases
15:54   Reopener or Goshop Provision

 


Home Depot (HD) Q3 Conference call Nov 18,2014

Craig Menear (CEO)
Ted Decker (EVP Marketing)
Carol Tome (Corp Services)

 

TIME
1:42  Region Transactions growth
Online sales growth 40%
BOPIS strong.

5:55  Data breach update

7:00  Ted Decker  Comps broken down for departments
Resets in fasteners
Transactions under $50 were under 20% of sales.

10:00 New products and SKU’s
Gift deals.

11:49 Carol Tome   Sales and comps
Expansion of gross margin
Operating expenses
Investment Income
Store counts
Sq, ft earnings
Share repurchases
Guidance

Q + A
18:31  Philosophy  going forward
20:45  Credit breach effects
21:47  View of Nov / December
22:38  Expense growth issues
24:47  Fulfillment Centers
27:20  Online growth
31:12  BODFS update (Buy online deliver from store)
33:50  Transportation issues
36:50  Pro Sales
38:25  Success sharing
40:15   Competitive issues
43:47   Key initiatives for PRO
45:52   Canadian momentum
47:27   Inventory levels
49:00   Economic Climate
52:22   Working capital
54:12 Below avg. categories for the stores.
56:12 Home depot supply stores update

Conclusions

 

 

 

 

 

 

 

 

9,182 thoughts on “CORPORATE CONFERENCE CALLS

  1. Hi! Quick question that’s entirely off topic.
    Do you know how to make your site mobile friendly?

    My website looks weird when browsing from my iphone.

    I’m trying to find a template or plugin that might be able to correct this problem.
    If you have any suggestions, please share. Cheers!

  2. You want to be constantly in prayer with God, throughout the day, and reading his word every day.

    You’ll love the online dating site where it’s free to search and post your profile.
    Please, ladies, don’t make the mistake this woman made: at least
    know the man you plan on calling your husband has given you his real name and has no criminal history.

  3. I’m curious to find out what blog platform you’re using?
    I’m experiencing some minor security problems with my latest website and I would like to find something more safeguarded.
    Do you have any solutions?

  4. Buscamos vuelos en agencias de viajes y webs
    de líneas aéreas, de bajo coste y tradicionales.
    Tree House , situado en el Refugio Nacional de Vida Silvestre Gandoca-Manzanillo de
    Es esencial que comprendas que siempre es más asequible buscar vuelos ida
    vuelta que buscar ida por una parte y vuelta por el otro.

  5. Additionally he mentions that ebook sales have grown by 71% in the last year
    overtaking audio book sales too. In other words, they don’t just want to know that an ebook is
    written in layman’s terms; they want to hear that it was
    easy for you to understand and digest the information. I
    feel like the 5,000 m – Ah is enough battery to get some serious charging off of
    it but not enough to be bulky or weigh you down.

Leave a Reply

Your email address will not be published.

Time limit is exhausted. Please reload the CAPTCHA.