Every emphasised callout and every pulled quote, extracted slide-by-slide. Search by keyword, filter by slide type or by source.
""[We] designed our mid-cycle methodology around the 2012-to-2019 time frame. You had cycles of strong margins and weak margins during that period of time." — Phillips 66 Investor Relations, March 14, 2024; "The biggest delta is in refining and well below mid-cycle refining environments baked into the '25, '26 outlook." — Phillips 66 CEO Mark Lashier, January 7, 2025"
"Our results for the quarter were mixed. Our 55 net new placements were up over 90% year-over-year, but came in below our expectations .... The miss was largely EMEA. And we had turnover in Germany where we had planned on several capital deals and then a large distributor deal that, while we could have closed that sooner, we held out for better pricing. — Mehren"
"During the fourth quarter of 2020, changes in mine plans and the determination that certain mineral reserves previously forecasted to be mined were no longer considered economic due to poor geologic conditions reduced forecasted cash flows for one Met and one CAPP - Thermal asset group to amounts below those required for full recoverability. — AMR 10-K, p. 106"
"[We] believe PSX is currently trading below its SOTP and could see meaningful upside in a breakup scenario... — Scotiabank, February 2025; [There is] significant upside to a SOTP-based valuation... — J.P. Morgan, February 2025; [Our view is] that PSX is undervalued – and there is merit to shining a light on embedded value. — Wolfe Research, February 2025"
"“The challenge is, can they scale it up? Do they have all the right pieces and approach to scale it up? And more importantly, can it be manufactured cheaply enough that it’ll fit where the market is right now? There’s a number out there for lithium-ion batteries for electric vehicles that the price point needs to be below $100/KWh.” — Former employee"
"Other SCS systems on the market are limited to a frequency below 1500 hertz. Omnia delivers the widest range of frequencies of any SCS system, between 2 and 10,000 hertz. In addition to HF10, Omnia offers the most waveforms in a single product and can be programmed to provide waveforms independently or paired with HF10. — Press release 11/5/2019"
"“If the market values of our homesites, our remaining inventory of completed homes and other developed real estate assets were to drop below the book value of those properties, we would be required to write-down the book value of those properties, which would have an adverse affect on our balance sheet and our earnings.” — 2009 10-K, page 12"
"“I think they're selling below the cost of their product. They set their pricing based on assumed cost and the fact that they have cash to weather it. They put Gen9 out of business using that pricing... I don't think they're ever going to recover from that.” — Ex-employee in senior product management and sales leadership roles"
"The coal price assumptions are the same assumptions that we use in all of our businesses. But what I can say is they are below the consensus curves. And the adjustment in valuation, not only was our external auditor, E&Y, comfortable with, but our Audit Committee and our board are very comfortable with. — Mr. Alireza"
"We believe that PSX' debt levels are already appropriate for their mix of businesses (using 3.5x for midstream, 2.5x for chems, and 1.0x for refining based on peers, we would expect a 2.5x debt/EBITDA target is appropriate which they are already below). — Bank of America, February 7, 2025"
"We believe that PSX' debt levels are already appropriate for their mix of businesses (using 3.5x for midstream, 2.5x for chems, and 1.0x for refining based on peers, we would expect a 2.5x debt/EBITDA target is appropriate which they are already below). — Bank of America, February 7, 2025"
"We believe that PSX' debt levels are already appropriate for their mix of businesses (using 3.5x for midstream, 2.5x for chems, and 1.0x for refining based on peers, we would expect a 2.5x debt/EBITDA target is appropriate which they are already below). — Bank of America, February 7, 2025"
"These record top-line results are not translating to record profitability, nor the Southwest standard of profitability levels (i.e., Southwest was once a profit leader) ... [Southwest’s margins are] roughly 1,000 basis points below the industry leader. — Deutsche Bank, October 2023"
"These record top-line results are not translating to record profitability, nor the Southwest standard of profitability levels (i.e., Southwest was once a profit leader) ... [Southwest’s margins are] roughly 1,000 basis points below the industry leader. — Deutsche Bank, October 2023"
"These record top-line results are not translating to record profitability, nor the Southwest standard of profitability levels (i.e., Southwest was once a profit leader) ... [Southwest’s margins are] roughly 1,000 basis points below the industry leader. — Deutsche Bank, October 2023"
"These record top-line results are not translating to record profitability, nor the Southwest standard of profitability levels (i.e., Southwest was once a profit leader) ... [Southwest’s margins are] roughly 1,000 basis points below the industry leader. — Deutsche Bank, October 2023"
"S&P recently published estimates that also come in significantly below MPLN’s 2021 guidance, and yet management has not withdrawn this guidance. The rating agency’s release dated October 20, 2020 shows a much dimmer view of MPLN’s sales and EBITDA."
"NSA does not recommend the usage of quantum key distribution and quantum cryptography for securing the transmission of data in National Security Systems (NSS) unless the limitations below are overcome. — National Security Agency (NSA)"
"“With Gen9, if we were at 15 cents a base, they might come in at like 10. Before Twist came out, it wasn’t going below 10. They’ve always been driving towards 5 cents.” — Executive previously at Gen9, a key Twist competitor"
"Credit ratings depend on a number of qualitative and quantitative factors; however, in general Moody’s recommends retailers stay below 3.5x Adjusted Debt / EBITDAR to achieve an investment grade rating. — Moody's"
"“occupancy [apparently] limited with substantial areas vacant. Moreover, as shown in some of the images below, the condition of the building is poor or even derelict in many areas.” — Muddy Waters investigator"
""[A]wards are permitted to vest for below median relative performance which therefore fails the pay for performance hurdle ... A vote against has been applied" — Legal & General Investment Management, 5/15/24"
"[A]wards are permitted to vest for below median relative performance which therefore fails the pay for performance hurdle ... A vote against has been applied — Legal & General Investment Management, 5/15/24"
"The Company’s results from transactions with UMD and Duke, as reflected in the Condensed Consolidated Statements of Operations and Comprehensive Loss are detailed below (in thousands): — IonQ 10Q Filing"
""As has become an annual ritual, athena issued disappointing guidance ahead of its analyst day. [...] The company historically gets a pass for guiding below consensus." — Oppenheimer, Dec. 11, 2013"
"Glad to confirm below booking based on below offer with ref. QFBHCHKH confirmation letter to be send directly to your mail , and below payment link to complete the full payment as per below offer"
"“the plasma becomes unstable and brightness stability becomes worse...brightness may drop below the threshold required for mask inspection.” — 2023 SPIE presentations by Intel/Lasertec"
"Awards are permitted to vest for below median relative performance which therefore fails the pay for performance hurdle.... — Legal & General Investment Management, May 15, 2024"
"Awards are permitted to vest for below median relative performance which therefore fails the pay for performance hurdle.... — Legal & General Investment Management, May 15, 2024"
""Awards are permitted to vest for below median relative performance which therefore fails the pay for performance hurdle." — Legal & General Investment Management, May 15, 2024"
"Based on challenging macroeconomic conditions, our class of 2022 and class of 2023 new stores are estimated to be below these targets. — Floor & Decor 2023 10-K"
""Our 10 director nominees bring a balance of skills, qualifications and backgrounds in overseeing our company, as highlighted below" — AVY Proxy March 2020"
"Mr Galloway has said, from the start, that capacity means "maximum instantaneous output" and that you measure it by the Combined-Panels Method (§16 below)."
"Mr Galloway has said, from the start, that capacity means 'maximum instantaneous output' and that you measure it by the Combined-Panels Method (§16 below)."
"Vote AGAINST Chair and President if ROE has been below 5% and in the bottom 1/3 of the industry for the past 3 years — Nomura Asset Management"
"“That said, we remain very committed to driving leverage below 4x as quickly as possible.” — Matthew Proud, CEO (Q4 2024 Earnings Call)"
"Below: From Fairfax Financial Holdings Annual Report 2020, P. 10. — Fairfax Financial Holdings"