Every emphasised callout and every pulled quote, extracted slide-by-slide. Search by keyword, filter by slide type or by source.
"When asked about contracts for the new greenfield capacity, Danimer CEO stated it's only around 10% and that most of the demand is based on forecasts and not actual agreements with customers."
"hon·est /'änəst/ free of deceit; truthful; sincere; candid; frank; open; forthright; straightforward; plain-speaking; upfront; aboveboard — Automotive Logistics 2016, CEO Jacobs' Presentation"
""Both our GCCV and our NCCV are experiencing significant increases year-over-year, and this translates directly into shareholder value creation." - William Berger, CEO (Q2 2020 Earnings Call)"
"“we’ve initiated monthly Culture Conversations where we explore identities and systems of power using an intersectional lens...LGBTQIA+, ageism, Latinx identity.” — Emily Leproust (Twist CEO)"
"They tend to be in line with our consumables, and perhaps maybe a little bit additive....But you can think of them roughly in line with our consumables gross margin. — Kevin Wilson, Heska CEO"
"Given the multitude of lavish properties that CEO Dovigi owns, we find it unusual that GFL leases a mansion from Daryl Goodwin, a current employee and seller of Enviro-Smart Organics to GFL."
"Spruce Point finds it alarming that WTRG's CEO recently referenced his ability to never disappoint Wall Street, but dropped glaring hints that suggest disappointment could be on the horizon."
"Spruce Point finds it alarming that WTRG's CEO recently referenced his ability to never disappoint Wall Street, but dropped glaring hints that suggest disappointment could be on the horizon."
"It suggested that most or all of the company’s revenue in Q3 and for 2021 came from only 2 and 3 customers respectively – a troubling contrast to the CEO’s claim of “thousands of customers.”"
"reducing costs is either cutting compensation or non-compensation costs. So in the end it’s going to come down to a reduction in compensation — Ken Jacobs, Lazard's CEO (Bloomberg interview)"
"We believe this poorly designed compensation package encourages the CEO to take excessive risks such as making acquisitions using significant leverage in the hope of reaching these targets."
"Nova’s control over Snow Lake Resources has a controversial history. A subsidiary Manitoba Minerals Pty Ltd is linked to an ASIC insider trading case against Nova’s former CEO Mr. Kimelman."
""The idea that some of the acquisitions we've done, we've done venture investments first because we're going to understand more about that market." — CEO Burns, Innovation Day, May 14, 2024"
"Another Audit Committee member is Raul Vazquez, the founder and CEO of controversial fintech Oportun. With a history of alleged consumer-unfriendly behavior and multiple rounds of layoffs."
"Spruce Point believes the timing of CEO Gerstel’s announced departure on February 8, 2023 is alarming and that his successor, who led CodeFuel the search business, is foreshadowing issues."
"Spruce Point observes canola oil prices are exploding, and DNMR is exposed. The CEO's comments about hedging its exposure are not supported by documented disclosures in the Company's 10-K."
"“If you asked me what business we’re in, we’re in the memories business. We create positive lasting memories by solving problems in factories, homes and workshops of the world” — WD-40 CEO"
"I can tell you that we have not seen anything in the post-marketing setting that is different from the clinical trial setting. So there are no new safety signals. — Soleno Therapeutics CEO"
"「アクティニックのような新しい技術の場合、微調整が難題です。......見逃している欠陥がないことを確認するために平行して他の装置も使用しなければいけない。もし（マスクに）致命的な問題があれば、問題のウェハーを出荷できなくなります。下手をすれば何十億ドルの損失を招くことになるのです」 — 半導体製造装置企業の上席幹部として長年の経験を持ち、レーザーテックのCEOに親しい人物"
"Spruce Point believes that this is an egregious overestimate, and we are stunned that the CEO of a near-billion-dollar public company could be so far off on one of his own business lines."
"With an early lockup expiration that we believe is fast approaching and insiders so achingly close to the final lap, the CEO seems to be furiously pumping the stock on TV at every chance."
"The purported momentum the CEO hypes on earnings calls is a mirage: massive market share losses, impending defections, and other signs of a sinking ship with the CEO backed “in a corner.”"
"So I think the [strategic] daylight between [me and Gary Kelly] is, yes, there's some, but it's really small, and it's absolutely none of the fundamentals. — CEO Bob Jordan, December 2021"
"James Taiclet: "The sites we acquired in Brazil are high performing towers and the multiple pay was in the range of 12x to 13x adjusted EBITDA." — James Taiclet, CEO, American Tower Corp."
"So I think the [strategic] daylight between [me and Gary Kelly] is, yes, there's some, but it's really small, and it's absolutely none of the fundamentals. — CEO Bob Jordan, December 2021"
"So I think the [strategic] daylight between [me and Gary Kelly] is, yes, there's some, but it's really small, and it's absolutely none of the fundamentals. — CEO Bob Jordan, December 2021"
"The CFA Institute published an analysis calling the award "outlandish on its face" and questioning whether any CEO was worth $120 million with no performance requirements. — CFA Institute"
"So I think the [strategic] daylight between [me and Gary Kelly] is, yes, there's some, but it's really small, and it's absolutely none of the fundamentals. — CEO Bob Jordan, December 2021"
"“And I think we are still probably disclosing $50 million [of investment in Patch] and we’ll continue on that path until we see a need to change that number.” — CEO Tim Armstrong, 4/28/10"
"Direct-to-consumer ready-to-eat meals are a nascent food vertical that we believe has the potential to grow into a multi-billion-dollar category over time. — Uwe Voss, HelloFresh U.S. CEO"
"So I think the [strategic] daylight between [me and Gary Kelly] is, yes, there's some, but it's really small, and it's absolutely none of the fundamentals. — CEO Bob Jordan, December 2021"
"TSR as CEO of Lucent was (55%); as CEO of Alcatel-Lucent was (58%); dramatically underperformed S&P 500 and Peers. Interlocking relationship with Dr. Kleinfeld at the HPE/Arconic Boards."
"Axon's aggressive sales practices, that violated procurement code and project the appearance of ethical impropriety, have been documented by the City of Phoenix in a letter to CEO Smith."
"Give the apparent materiality of this new product to recent financial results according to the CEO, we also believe it should provide enhanced disclosure to investors in its SEC filings."
""We've completed the strategic priorities that we laid out in 2022, enhanced in 2023 and committed to achieving by the end of 2024." — Phillips 66 CEO Mark Lashier, Q4 2024 Earnings Call"
""We've completed the strategic priorities that we laid out in 2022, enhanced in 2023 and committed to achieving by the end of 2024." — Phillips 66 CEO Mark Lashier, Q4 2024 Earnings Call"
"management - which, by its own admission, had taken its "eye off the ball" with respect to the Company's core refining business. — Mark Lashier (CEO), January 2023, GS Energy Conference."
"And then starting next year, the actual spend on these programs will start to decrease, and you'll start to have a margin pickup starting in ‘19. — CEO Kevin Lobo, JPM Conf, Jan 10, 2018"
""We don't -- we're not -- we get a little bit of a sugar high from tuck-in acquisitions where we're just slam-dunking them into the existing business." — CEO, JPMorgan Conf Sept 19, 2023"
"Adelong represents a unique investment opportunity, combining near-term gold production potential with significant high-grade exploration upside and future antimony prospects. — Nova CEO"
"The CEO declined to specifically detail the nature of the recent hospitalizations, indicating only that they were for pulmonary/respiratory events and “events related to hyperglycemia.”"
"A uniform opinion is that the culture has changed under CEO Farrell and CFO Dierker more towards a culture of financial engineering, and less towards product innovation and improvement."
"In our opinion, Church & Dwight’s CEO Matt Farrell is no rock-star. He would love to bury his past as CFO at Alpharma (NYSE: ALO), but Spruce Point thought it worthwhile to investigate."
"Clearly Mettler has inconsistencies regarding the CEO’s role as Head of Process Analytics from 1999 – 2007 when his employment agreement and the proxy statement show he started in 2001."
"There needs to be a new board of directors selected to pick the next CEO; this new board needs sufficient experience in the important areas of media, technology, digital, mobile and OTT"
"Spruce Point finds many of the same individuals have remained at Danimer during a messy period involving contentious litigation with the former CEO, and allegations of securities fraud."
"Under CEO Mike Hennigan, MPC has shown the most visible improvement among their peers over the past 3 years in both reliability, unit cost and profitability. — Scotiabank, June 30, 2023"
"Under CEO Mike Hennigan, MPC has shown the most visible improvement among their peers over the past 3 years in both reliability, unit cost and profitability. — Scotiabank, June 30, 2023"
"We see a lot of potential in the Phillips 66 refining company. I mean, there's just tremendous capability there. — Brian Coffman, Former CEO of Motiva Enterprises, Elliott Board Nominee"
"WE SEE A LOT OF POTENTIAL IN THE PHILLIPS 66 REFINING COMPANY. I MEAN, THERE'S JUST TREMENDOUS CAPABILITY THERE. — Brian Coffman, Former CEO of Motiva Enterprises, Elliott Board Nominee"
"Under CEO Mike Hennigan, MPC has shown the most visible improvement among their peers over the past 3 years in both reliability, unit cost and profitability. — Scotiabank, June 30, 2023"
"I have been disappointed by what I see as a breakdown of effective corporate governance at Phillips 66. — Energy veteran Greg Goff, former Andeavor CEO and Phillips 66 investor, 4/9/25"
"“be available to address shareholders’ concerns which have failed to be resolved by the chair, CEO or CFO or for which such contact is inappropriate” — BP Corporate Governance Document"
"Has TransMedics ever used private aircraft to transport staff and equipment without the purpose of transporting organs? — Congressman Paul Gosar letter to TransMedics CEO, Feb 21, 2024"
"“it’s probably that well-kept of a secret at this point...all those people have been interviewed....” — CEO of a major OPO (Organ Procurement Organization), longtime industry executive"
"Bruce Linton, the CEO of Canopy Growth acknowledged in a recent interview on CNBC's Mad Money that the FDA has been clear that food including CBD it is not ready for human consumption."
"How did the Board allow Mr. Austrian to be one of four members on the CEO search committee to oversee the search process when he, himself, was being considered as part of the process?"
"“Ultimately, our goal was to make this neutral or accretive to investors and not have an impact from a shareholder standpoint except for a positive one…” — CEO Aaron Levie, April 2021"
"Once again, we expect to maintain our full-price selling philosophy and do not anticipate a material change in promotions or markdowns going forward. — CEO Conroy, Q2'23: Oct 26, 2022"
"'Your company stinks': Resident confronts Norfolk Southern CEO — CNN. 'Evacuate Us!' Fear and Anxiety Boil Over as Residents Confront Train Company on Derailment — The New York Times."