AirJoule Technologies Corporation ( AIRJ ) Q3 2025 Earnings Call November 14, 2025 8:30 AM EST Company Participants Tom Divine - Vice President of Investor Relations & Finance Matthew Jore - CEO & Director Patrick C. Eilers - Executive Chairman Bryan Barton - Chief Commercialization Officer Sze-Yin Pang - Chief Financial Officer Conference Call Participants Amit Dayal - H.C.
Montana Aerospace AG (OTCPK:MTASF) Q3 2025 Earnings Call November 13, 2025 8:30 AM EST Company Participants Michael Pistauer - Co-CEO, CFO, Member of Management Board & Director Kai Arndt - Co-CEO & Member of Management Board Conference Call Participants Joshua Sullivan - JonesTrading Institutional Services, LLC, Research Division George Mcwhirter - Joh. Berenberg, Gossler & Co. KG, Research Division Aymeric Poulain - Kepler Cheuvreux, Research Division Christian Bader - Zürcher Kantonalbank, Research Division Beltran Palazuelo Barroso Presentation Operator Ladies and gentlemen, welcome to the Montana Aerospace 9 Months 2025 Earnings Call.
AirJoule's breakthrough water-from-air tech, powered by waste heat, offers a step-change in efficiency and cost versus existing atmospheric water generators. Strategic partnerships with GE Vernova, BASF, and Carrier Global provide manufacturing scale, distribution, and material supply advantages, accelerating commercialization. Despite no recurring sales yet and ongoing cash burn, AirJoule's strong balance sheet and committed financing provide runway through 2026 to hit key milestones.
Helix Exploration PLC (AIM:HEX, OTCQB:HHEXF) CEO Bo Sears talked with Proactive about the latest developments at the Rudyard Field, where the Inez #1 well has confirmed helium-bearing zones across a broader area. Sears explained that the logs from Inez #1 look identical to the earlier Linda #1 well, underlining the field's large aerial extent.
Helix Exploration PLC (AIM:HEX, OTCQB:HHEXF) has begun construction work on its Rudyard helium plant in Montana, marking a key step towards production. Civil engineering activities, including ground clearance and concrete pad preparation, are underway at the site.
HeLIX Exploration PLC (AIM:HEX, OTCQB:HHEXF) has reported on what chair David Minchin described as “an important chapter”, as it filed interim results for the six months ended 31 March. The start of drilling at the Rudyard helium project, in Montana, was a standout highlight – it began a successful run, that is now set to extend to include more new wells.
UAMY posted a strong Q1 turnaround, driven by surging antimony prices and increased sales, with management raising full-year revenue guidance. The company is ramping production at its recently restarted Mexican smelter, expanding its Montana facility, and aiming for 500 ton/month total capacity by 2025. A key catalyst is its Alaska ore shipments that will be bound for its Montana processing facilities, the company says those are still due to begin in August or September.
AirJoule Technologies Corporation (AIRJ) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
AirJoule Technologies (AIRJ) has seen solid earnings estimate revision activity over the past month, and belongs to a strong industry as well.
The heavy selling pressure might have exhausted for AirJoule Technologies Corporation (AIRJ) as it is technically in oversold territory now. In addition to this technical measure, strong agreement among Wall Street analysts in revising earnings estimates higher indicates that the stock is ripe for a trend reversal.
Montana Aerospace is a strong buy due to its global footprint, vertical integration, and local-for-local strategy, reducing trade turmoil risks. The company reported €1.494 billion in 2024 sales and €165 million in EBITDA, slightly beating guidance despite supply chain challenges. For 2025, Montana Aerospace expects over €1.6 billion in sales and €200 million in EBITDA, indicating strong growth potential.
Montana Technologies (NASDAQ: AIRJ ) just reported results for the second quarter of 2024. Montana Technologies reported earnings per share of 24 cents.