Datasets:

ruchit2801

/

poq

like 0

There remains approximately $341.8 million available for repurchases under these 2 existing stock repurchase authorizations.

Can you talk about your organic expansion plans internationally and what role partners play in this?

Would it be incorrect to be optimistic and going about BSE share going up in this segment?

Further, the downturn in the energy market, specifically in the Permian Basin, is expected to continue.

So we focused that at a company level, and that is the value free of the whole company from sales planning or accurate production.

Balancing the triangle between investing in future growth, deleveraging and direct return to shareholders is critically important.

So after Integra, you announced that you're still going forward with a number of technology expenses and just kind of planning for being a larger bank.

And I don't have a sort of precise date on when we'll start to get revenue from it, but I would expect us during our current financial year, certainly in the second half, to see some things coming through.

We look forward to our investor events as it's a way for us to show our strategy in action.

While this is making our short-term outlook more uncertain, we do continue to execute consistently to our long-term strategy, deeply engaged with a sharp focus on enabling our customers' success abate from a virtual distance.

Wrapping up our comments, we continue to expect 2012 to be another terrific year for the lodging industry and an even better year for our company.

And finally, we are targeting free cash flow for the first quarter to be in the range of $10 million to $12 million.

A project team has been established to drive the outcomes of the strategic review process to ensure delivery of smaller but profitable Impala in the future.

We estimate that factory inventory at the end of October for new containers was approximately 400,000 TEUs which is the lowest it has been over the past 5 years.

So with a growing adjusted EBITDA, the dollars will increase, but we expect it to be roughly about in that same range.

The bank benefited from the release of provision for credit losses as certain credits earned upgrades, and we saw stable credit trends in an improving economic outlook.

This concludes the summary of financial results and forecast.

And then for my follow-up, you guys have a bunch of strategic products in the pipeline, I believe, for the rest of the year.

In the quarter, SXCP achieved its 2018 objective to pay down debt by $25 million on its revolving credit facility.

And then the second kind of follow-up question was, just in light of all the restructuring that you've talked about over the last few quarters, if you could just kind of give us some update on how we might think about 2012 margin prospects with a particular focus on AWP and Construction equipment?

But what -- in the future, what are you -- what’s -- what you -- what are you thinking about having debt kind of as a part of your capital structure going forward in the future?

Our investment activity has remained extremely strong in Q4.

And then did I just hear a response to the earlier question that your 2015 guide assumes a 13% to 16% book tax rate?

And we think that has the potential to potentially allow us to get more projects, economic projects through ERCOT, but again, we'll have to wait and see how that all shakes out before we know for sure.

And hopefully, through the reform of our existing team and the beauty of the new team, we hope to build high-performance agent teams.

For RemainCo, we anticipate an effective tax rate of 13.5% to 14.5%, which reflects the tax rate, excluding our Diabetes Care business.

Throughout this past year, we targeted our historical -- historically price-sensitive customer base through tailored promotions, and we look to continue to capture their demand by rebalancing our furniture growth with diverse opening price points across multiple categories.

And since the Sarigam plant is now already operational, what kind of growth we expect in the Crop Protection business for the balance part of the year?

And we'll be happy now to start, hopefully, a good, good, rich dialogue, please.

Given the low loan to values on our single-family mortgages, we do not anticipate incurring material losses on the vast majority of our delinquent loans.Our loan loss provision this quarter was $4.5 million, which is up by $0.5 million higher from the last quarter and up $1.8 million year-over-year.

And then I guess just the last one for me, in terms of, I guess, looking at adding more chairs in existing centers and we are now talking about 7 to 10 new centers being open versus I guess the previous guidance of 10 new centers, do you have a more concrete plan around when we might see some margin expansion coming through?

We are pleased to report that the acquisition portfolio performed better than expected contributing $1.3 million in property NOI.

With new data presented at ASCO GU last month, the predictive power of the Oncotype DX AR-V7 Nucleus Detect test is now supported by 2 clinical studies that collectively confirm patients who are AR-V7 positive and treated with chemotherapy survive longer than those on costly ARSI therapy.

When do you expect the Ghana partnership to make a decision on contracting a second drilling rig?

Occupancy cost declined in the first quarter of 2009 and we anticipate Collective Brands total occupancy cost will decline in 2009 versus 2008, whereas, they had grown on average a low to mid-single digit percentage over the last few years.To increase labor efficiency, we're improving scheduling and our way to rate [ph] management at the store level, all while increasing our customer satisfaction scores.

By 2025, more than 75% of our flagship branded products will have a health star rating of 4 or above, or 4 to 5, all our proprietary branded plant-based dairy alternative products to match the calcium content of dairy milk by 2025.

And this year, FSRU projects are expected to come online in Ghana, Russia, Pakistan and Brazil.

Actual results could differ materially from forecasts, projections or conclusions in the forward-looking statements.

Our strategic goal of growing the Service business has progressed well and according to our plans.

The remaining $17.2 million have been classified as available for sale and any unrealized gains and losses will be recorded in other comprehensive income on the balance sheet.

In addition, we currently expect that our new target business model will deliver an adjusted EBITDA margin in the range of 17% to 18% of revenue.

In the past 6 years, we've opened 3 new plants, excluding Sri City, which will open later this year; and added new lines in 4 of our plants.

In our analysis, the switch in mix towards sugar production will be responsible to reduce it [indiscernible] by almost 6 million cubic meters, and increase sugar in 10 million tons, which is a volume margin enough to offset the loss in demand that we are expecting.

So you would probably expect more significant growth in our net installed base as we pace through 2022.

At the same time, we made certain elections and assumption changes to our qualified defined benefit plan which allowed us to eliminate fiscal 2010 cash funding requirements which was about a reduction of approximately $6 million in funding from fiscal 2009.Also during Q4, we implemented a two-month 10% across-the-board wage cut in the U.S. As a result of these current and past actions, reported SG&A expenses dropped $6.8 million, yet on a constant dollar basis and excluding recent acquisitions, the pension charge -- additional bad debt charges, Q4 SG&A spending fell around $9 million of which 2.2 million related to lower and same compensation expense due to lower performance.

Non-GAAP net income per share includes an estimated cash tax rate of approximately 2%.

And one of the great benefits of being in the textbook business to grow that business faster is we believe once we get to 50% reach, which should come in the next few years, it's very easy for us to walk in to a client and say, "Do you want to reach 1 out of every 2 college kids in the country?"

I mean, are we going to -- are we -- say, a few years down the line, are we going to be in a situation where there's lot of these units delivered and not occupied, and then -- we have to then compete with some of these -- some of the customers who might have been investors or would be looking to offload this inventory in future?

But we're just trying to remain flexible enough to take advantage of an opportunity if it exists.

We have a huge opportunity set in front of us, and we look forward to continuing to deliver good returns to our shareholders.

Anything said on this call, which reflects our outlook for the future or that could be constituted as a forward-looking statement must be reviewed in conjunction with the risk that the -- our industry faces and in turn, company is exposed to.

So that we view that as investing in our future, not as a drag on margins.

It is still early in the season, but customer orders and indications are in line with our expectations.

Profitable growth through a double-digit growing digital business, plus stabilizing our classic customer base as much as possible with Adabas & Natural and being disciplined and predictable for you in the management of all the other value drivers I mentioned is our target.

We did not expect the volume for bulk lump sum projects to be as high in FY '14 as it was in FY '13 and the work related to legislative issues in Ireland was completed as of June 30.

As you're aware, the company announced updated estimates of net revenue and adjusted EBITDA on January 27 in connection with discussions with our lenders about refinancing Select's senior credit facilities.

We intend to pass on around at least 80% of these additional costs to our customers.

And one of the reactions we know is this really behind electro mobility where they had very ambitious targets, wanted to push their own industry very quickly into 2015.

Just -- you started this sort of presentation with an indication that you expect margins to increase over the 3-year time frame.

Further drilling is expected to expand the mineral resource conversion up and down plunge of the extension of the West Reef ore body and we will use the current [Audio Gap] to utilize that increase.

And then just very quickly, do you think -- do you see any implications for the decline from the, from our decline from the Brazil last turnaround and slightly weaker demand in the Gulf as well around the lease renewals there?

Seems the retail markets in these geographical markets tends to be like a bit more like competitive then in all markets, so is it fair to assume that your focus will be mainly on the, say, ICT or the corporate segment?

That question was asked, and what I said was no product announcements today, but very pleased with the collaboration with them and I'm very optimistic that we can do some interesting things together over the next couple of years.

I think the businesses with bigger projects, they tend to be very lumpy.

Sales of those products, which represented the main driver of our growth, increased $1.9 million year over year as we increased our distribution network in targeted states outside Florida.

But as you look out to the margins for the full year for the Activewear business, where should we expect them to fall?

And it remains as an opportunity.

And I look forward to my new role as Chairman, as well as the opportunity to continue to work with Christian Mark as we continue to grow the Partnership.

But it doesn't seem to have impact the outlook much for the semi-cap players, and I think I agree with their viewpoints that this demand has to be satisfied, one way or another.

It's unlikely that, that will happen, but the effect of the mark-to-market means that you have negated your book, basically your FEC book.

So again, we're fortunate in that we're seeing some very, very large projects that we expect to be executed in '17, '18, '19.

We are continuing to evaluate 2015 capital expenditures, and currently, estimate investments of between $60 million and $80 million, a decrease in the range from the previous communicated estimate of between $70 million and $100 million.

We're most pleased to report solid earnings in the quarter, very much in line with our plan for the quarter and on track with respect to our plan for the year.

All indications for 2013 aerospace demand are very positive, and we expect that our order book will fully utilize our heat treat plate capacity, including the Phase 4 expansion next year.

We met our Q1 goals and now believe we will deliver more than $25 billion in revenue in 2011.

Randy, when -- you walked through the guidance, can you give us a little bit more specifics on where OpEx and taxes might be for next quarter just to kind of make sure we have everything flowing through correctly?

The higher end of the range assumes that we are able to generate higher OEM revenue in the second half of the year and capture incremental new dealer product revenues.

We would utilize our ability to discern good investment opportunities and invest in projects, which will contribute to our growth.

I think we said we're targeting just maybe just a little bit north of $5 million in G&A for the year, it looks like you're relatively close to that run rate.

And then can you talk about what the growth prospects of the hospitality business look like from an M&A standpoint?

So yes, I believe that what you are seeing from us today as it relates to pricing and promotional rigor is going to be no different than what you see -- I actually believe in Q4, it will be better because you guys got to remember there were some things in Q4 last year that, of course, were above and beyond exceptional, Target breaches and other things, which I don't even want to raise here.

But I think in terms of number of events, we're going to be operating a few more events next year.

I mean, Liza Unity is really -- we're looking at first oil in the near future, and that's in line with the original plan, which is pretty remarkable.

The NIKE Brand delivered strong results even as we continue to make strategic investments for the future.

C&I loans were up slightly for the quarter, and our trailing 4-quarter growth rate remains solid at 17%.

For the full year, we would expect to spend $85 million to $100 million on redevelopment ROI and acquisition CapEx.

And if this potential transaction ends up to go nowhere, where do you plan to invest the process of that, the disposals of the DHT shares?

Non-GAAP gross margin is expected to be approximately 77%.

One leverage loan that was placed on non-accrual and that’s a legacy portfolio, smaller company and should B2B a business services area we’ve been working with that credit for a long time and we’ve marked it down previously, we marked it down a little bit more and felt like based on the recent performance of it over the last quarter that we should also make it a non-performing asset, not indicative in anyway of a trend and I think your question with respect to outlook for credit, it has not changed at all since what we’ve been saying and that is that, we see a gradual positive trend on our credit metrics, the deals that have been originated in the last few years are performing extremely well across all sectors.

And so as we both entered into the 2019 planning season, we're both wanting to get more specific about where we're specifically going to invest, where we're going to invest the dollars.

And while we sought to renew the contract, it is now fairly certain that the school year 2019-2020 will be the last year of our providing service to this school.

Updated estimated will be released once we have all due elements to conduct a proper forecast of the year.

Oily, gassy, just trying to think about product mix that you would be targeting going forward?

And I guess, given the additional supply chain pressures, how are these dynamics driving your discussions on both pricing and volume commitments to your customers?

Going forward, you should expect to see a continued trend of lower depreciation expense as a percentage of revenue as we reduce the capital intensity of the business.

LINZESS performance remains strong, and we continue to invest thoughtfully into our business, especially during this difficult time.

We’ve got actually the plan that I mentioned, that we are really attacking for the second half of the year, is heavily focused on improving our gross profit rate.

And then the rest are kind of small and medium projects, kind of normal kind of turnover of projects that we would expect in a quarter.

As many brokerage firms spending heavily on acquiring customers, what is your Do we expect some significant pickup of spending in line with your anticipated growth rates, especially when market is trending more bullish?

In the United States, I believe, is going to really wrap is going to really accelerate the testing.