Evergen Infrastructure Corp. (EVGN) Q3 2025 Earnings Call

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WEBVTT 00:00:00.031 -- 00:00:05.157 Hi everybody and welcome to our Q3 call. This 00:00:05.157 -- 00:00:09.522 quarter was a period of initial transition for our new management team following the 00:00:09.522 -- 00:00:12.883 May recapitalization transaction 00:00:13.106 -- 00:00:16.449 and marked the early stages of 00:00:16.449 -- 00:00:21.735 what we're planning as a platform reset. This means we're 00:00:21.735 -- 00:00:26.821 driving disciplined optimization across our team, our people, 00:00:26.821 -- 00:00:29.798 our assets, and our systems. 00:00:29.798 -- 00:00:35.466 The focus of this effort is really on building stabilized performance, 00:00:35.466 -- 00:00:41.013 a strong foundation for our business, positioning Evergen for scalable growth 00:00:41.013 -- 00:00:44.074 in 2026 and beyond. 00:00:44.718 -- 00:00:50.205 In the quarter, our R&G assets, Fraser Valley Biogas and Grotech, the core drivers 00:00:50.205 -- 00:00:55.512 of long-term value, delivered record quarterly production, which Maria will 00:00:55.512 -- 00:00:59.600 detail further on this call. 00:00:59.600 -- 00:01:04.686 In terms of revenues, decisions made under prior previous capital 00:01:04.686 -- 00:01:07.809 constraints continued to impact 00:01:07.809 -- 00:01:14.414 the quarter, particularly within our organics and composting businesses. 00:01:14.857 -- 00:01:20.603 While these actions impacted revenue, they were intentional, necessary, and 00:01:20.603 -- 00:01:27.589 provide a reset that we believe will set the business up for long-term value creation. 00:01:28.878 -- 00:01:34.666 In terms of our strategic process, the quarter 00:01:34.666 -- 00:01:40.735 really represented the first hundred days for us in the business. 00:01:40.735 -- 00:01:45.782 We were focused on operational ex...