Verified call record已核验电话会记录 ·
LODE · LODE Q2 FY2026 earnings call record财报电话会记录
Verbatim, receipt-bound excerpts from the earnings-call transcript. This is a source record, not a synthesized analysis or recommendation.来自财报电话会文字记录的原文、可追溯摘录。这是来源记录，不是综合分析或推荐。
12 exact excerpts 条原文摘录
11 numeric receipts 个数值回执
B governed source tier 治理来源层级
Transcript present电话会文本已具备
Call language, kept intact.电话会表述，保持原貌。
The excerpts below are selected from the source record under the bounded evidence policy. Wording is not paraphrased; numbers remain the exact spans captured from the call.以下摘录按受限证据策略从来源记录中选出。文字未被改写；数字保持电话会中捕获的精确片段。
“We ended the quarter with approximately $31.4 million of cash and no debt.”
Judd Merrill · CFO
claim_138586edd440782f1d112b02f2d50a59Exact numeric spans精确数值片段
31.4 million“I received another $1.8 million from debt extinguishment related to recoveries where there was a make-whole provision, and that resulted in positive funds coming back to us.”
Judd Merrill · CFO
claim_97f8c05a922e00d6bd9153f97c458b69Exact numeric spans精确数值片段
1.8 million“Another $1.3 million expanding our product upgrade capabilities, particularly our higher value glass products, and approximately $1.4 million in advancing our new metals recovery technologies, and approximately $3 million metals operating costs as we ramp up operations and expand the sales.”
Judd Merrill · CFO
claim_e5d0e0f152c1b306f3aaaff8e91ddcb8Exact numeric spans精确数值片段
1.3 million1.4 million3 million“Metals billings during the quarter continued to ramp up, especially in June and now July, reflecting both activity from our small demonstration facilities together, plus deferred revenue associated with the growing customer and sales collection.”
Judd Merrill · CFO
claim_ab74a73f70b1ab87cd8e4ed183a8453c“With our first industry scale facility beginning continuous operations in August, we expect revenue to increasingly transition from decommissioning activities to our industry scale commercial production.”
Judd Merrill · CFO
claim_0e44e79e20cd93e30e5804635f822347“Our focus now shifts towards operating performance, throughput, customer growth, and generating higher and higher revenues.”
Judd Merrill · CFO
claim_c5ec3a7eef76b4c2539b806c329d9c87“What we've deployed and what we intend to start running immediately here in August is at about 25% capacity.”
Corrado De Gasperis · CEO
claim_e93f1137a302928901f41682dec1c9c5Exact numeric spans精确数值片段
25%“It's very important for us that everyone, especially our customers, can see this showcase, can see what we're capable of doing, and how we're capable of doing it.”
Corrado De Gasperis · CEO
claim_94e2e350efe5bf306b68ca10c4d84b1f“Now we have more than enough customers for taking that glass as it comes online.”
Corrado De Gasperis · CEO
claim_6a47b9f4404a9879d209e697e87dc7ef“We do see clearly, if you just look at the utility segment, which depending on how you estimate the market, could be 60% of the market, could be 65% of the market.”
Corrado De Gasperis · CEO
claim_4b7ac35f4d549538801b114b85e63bccExact numeric spans精确数值片段
60%65%“I think I've said in the past, you could have a scenario where a customer base could deliver 25,000, 30,000 tons of business in a year, then four or five years from now, that same exact base could be five times or 10 times that number depending on what region they are, what the age of the panels are, and how they scale.”
Corrado De Gasperis · CEO
claim_789e257b82b5476fc1969fed7dcafa97Exact numeric spans精确数值片段
25,00030,00010“If the real estate monetization yields greater than expected proceeds on a return of capital, would there be share buybacks or a special dividend?”
Zach Spencer
claim_a0ca81ff55c67f81831459e3dce6dc1bInspect the source receipts检查来源回执23 bound spans个已绑定片段
Each row identifies the source body, transcript segment and byte span used to verify the visible text.每行标识用于核验可见文本的来源正文、电话会片段和字节范围。
| Claim主张 | Kind类型 | Segment片段 | Byte span字节范围 | Text hash文本哈希 |
|---|---|---|---|---|
claim_138586edd440782f1d112b02f2d50a59 | quote | 4 | 418–492 | 204c763e60700c… |
claim_4698524ab434af1b50b463f7262880fc | numeric | 4 | 459–471 | 6456f2f92ccd51… |
claim_97f8c05a922e00d6bd9153f97c458b69 | quote | 6 | 532–705 | 359ee24cb06ecf… |
claim_b009e30907dfadb4b06a7c9cc05f0d8f | numeric | 6 | 552–563 | 21097a0269c726… |
claim_e5d0e0f152c1b306f3aaaff8e91ddcb8 | quote | 8 | 0–291 | 9f5774f237ddfa… |
claim_65b010c757822fa2e0cd1c3b60f37953 | numeric | 8 | 9–20 | 34570ff7c79af6… |
claim_6110e976eebf33f93ff5b6aa36e7ce07 | numeric | 8 | 130–141 | a5dca8f1536649… |
claim_18dbd00988bedddfa9c267eaa614948b | numeric | 8 | 212–221 | 0550f234e76810… |
claim_ab74a73f70b1ab87cd8e4ed183a8453c | quote | 8 | 538–783 | 8b96226acd09e4… |
claim_0e44e79e20cd93e30e5804635f822347 | quote | 9 | 0–203 | d6af78120732a7… |
claim_c5ec3a7eef76b4c2539b806c329d9c87 | quote | 9 | 827–950 | 9cd9693ced1f6d… |
claim_e93f1137a302928901f41682dec1c9c5 | quote | 15 | 97–205 | 113ccbccbe7c36… |
claim_11e6d5f0a9b56de3f8553cbfbba3fdde | numeric | 15 | 192–195 | 72da55d317fd99… |
claim_94e2e350efe5bf306b68ca10c4d84b1f | quote | 15 | 527–689 | aae2384e348153… |
claim_6a47b9f4404a9879d209e697e87dc7ef | quote | 17 | 357–437 | af929998180293… |
claim_4b7ac35f4d549538801b114b85e63bcc | quote | 31 | 289–452 | d0f720eab26e67… |
claim_8a9e6f06450a584d2cf767c7068e271c | numeric | 31 | 406–409 | f3586438923090… |
claim_7bf78ccd62f0ce3f0179adaecb1bd700 | numeric | 31 | 434–437 | a5643728520ff9… |
claim_789e257b82b5476fc1969fed7dcafa97 | quote | 88 | 243–564 | 7f26efdc744e24… |
claim_d30cebf6afae47885e6cb4d38281d172 | numeric | 88 | 336–342 | c7e6673590d242… |
claim_96eedecd7e9c8b226accbc361ceab1b3 | numeric | 88 | 344–350 | 422f240e43a322… |
claim_e4c5d3286d1b2e316614fe0b995191f3 | numeric | 88 | 457–459 | 4a44dc15364204… |
claim_a0ca81ff55c67f81831459e3dce6dc1b | quote | 105 | 0–146 | f8d18b0ac393a5… |