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Denali Therapeutics Inc. (DNLI) Presents at Stifel 2026 Virtual CNS Forum Transcript

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OneWater Marine Inc. (ONEW) Q1 2026 Earnings Call Transcript

Conference Call Participants

Paul Matteis – Stifel Nicolaus Canada Inc., Research Division

Presentation

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Paul Matteis
Stifel Nicolaus Canada Inc., Research Division

Great. Thanks, everybody, for continuing on here. It’s my pleasure to be moderating a chat with Ryan Watts, Founder and CEO of Denali. I’m sure most folks know the story decently well. But maybe, Ryan, you can just give us a couple of minutes to sort of set the stage on 2026 is a big year for Denali with Hunter and the pipeline, and then we’ll do Q&A. So thanks again.

Ryan Watts
Co-Founder, President, CEO & Director

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Sounds great, Paul. Great to be here again. I was trying to count how many CNS days this is for me, but probably…

Paul Matteis
Stifel Nicolaus Canada Inc., Research Division

6 or 7. Do you know the first one was not on video. Well, no, I’ve done 7. The first one for you was probably 6 years ago, audio-only 5 days into COVID.

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Ryan Watts
Co-Founder, President, CEO & Director

Yes. I remember that.

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Paul Matteis
Stifel Nicolaus Canada Inc., Research Division

Crazy. So thank you. Appreciate it.

Ryan Watts
Co-Founder, President, CEO & Director

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It’s good to be back. And I think that might have even been a panel, if I recall, back…

Paul Matteis
Stifel Nicolaus Canada Inc., Research Division

Yes, that was interesting. We can talk about that another time. That was interesting.

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Ryan Watts
Co-Founder, President, CEO & Director

I mean, 2026 is set up to be a very important year for Denali. I mean, obviously, we’re at the very final stages of our first approval for tividenofusp alfa in Hunter syndrome. I think not

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What’s Behind the Selloff in Gold and Silver

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What’s Behind the Selloff in Gold and Silver

The tumble in precious-metals prices from their all-time highs has accelerated, with gold and silver futures suffering some of their worst daily declines on record Thursday.

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Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8

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We write about companies trading at attractive valuations with strong durable competitive advantages. Investment Principles- Invest in companies with consistent earning power and durable competitive advantages.- Invest in companies where we can get a sufficient margin of safety.- We prefer companies that generate substantial cash-flow and consistently earn above-average return on capital.- We prefer companies with conservative leverage. – Always hold an appropriate level of cash in order to be able to capitalize on market volatility.

Analyst’s Disclosure: I/we have a beneficial long position in the shares of ICE either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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Planet Labs Crushes Earnings, But Risk Is Rising

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I am a freelance business writer. I formerly wrote articles for the Motley Fool Blogging Network, where I won several editor’s choice awards. After that, I wrote articles for the main Motley Fool site. I typically focus on restaurants, retailers, and food manufacturers, considering both growth opportunities and valuation metrics. I usually look for long term investment opportunities and plan to hold stocks for several years.

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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Joseph Shaefer is a geopolitical, economic, and resource analyst. He is a retired senior military officer with deep experience in Special Operations and Intelligence. He is also a former university professor and a retired Senior V.P. at Charles Schwab & Co. He is today the leader of the investing group The Investor’s Edge®. His approach to investing is both specific and universal. On one end of the “barbell,” he makes especially deep dives into Energy, Resources, Aerospace and Defense, and Infrastructure. On the other end, a thorough research into the safest and best-paying income ETFs and companies and their preferred shares. Unique features exclusively for subscribers at The Investors Edge® include the Growth & Value sample portfolio, early notification of articles likely to be discussed with the general Seeking Alpha audience, notification of purchases and sales prior to execution, and short notes and articles for subscribers on an as-it-happens basis. Five decades of experience, 2 to 4 articles monthly exclusively for subscribers, and access to Joseph and his community in a chat corner that is reviewed daily.

Analyst’s Disclosure: I/we have a beneficial long position in the shares of SARO either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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Lucid Group, Inc. (LCID) Presents at Bank of America Global Automotive Summit Transcript

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OneWater Marine Inc. (ONEW) Q1 2026 Earnings Call Transcript

Lucid Group, Inc. (LCID) Bank of America Global Automotive Summit March 17, 2026 2:10 PM EDT

Company Participants

Taoufiq Boussaid – Chief Financial Officer
Marc Winterhoff – Interim Chief Executive Officer

Presentation

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Unknown Analyst

The next leg of our corporate series here. We’re really excited to have Lucid here with us today. Lucid is an auto tech company that IPOed in 2021 and is focused on the design, development, customer experience, sale and service of premium electric vehicles, primarily, at least currently targeting the luxury consumer market. Its flagship consumer vehicles include the Lucid Air Sedan, Lucid Gravity three-row SUV and currently actively developing its Midsized platform, which I think we’re going to talk a lot about. So really, really excited to have Lucid here with us today.

Today, we have Marc Winterhoff, Lucid’s Interim Chief Executive Officer; as well as Taoufiq Boussaid, Chief Financial Officer. So thank you both for being here. We appreciate it.

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Question-and-Answer Session

Unknown Analyst

So I guess maybe just to start, you just hosted your Investor Day. So I think timing is really good here. And you shared a number of updates. For investors who may have not been able to see the full presentation, can you maybe just walk us through what the most important takeaways you want sort of investors to focus on, on the back of your Investor Day that you hosted?

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Taoufiq Boussaid
Chief Financial Officer

Yes. I think that there are a couple of key messages. The first one and probably in my mind, the most important one is that we are at a pivotal time, a pivotal time where we’re transitioning from a period of heavy investment because we needed to establish our manufacturing system. We have 2026 being the last year of this heavy investment cycle and then we’re moving to

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