REC Silicon ASA (0FS8) Q1 2026 Earnings Call

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WEBVTT NOTE Transcription provided by Deepgram Request Id: 01a0425b-4833-7ed0-bb08-114d5ca9c693 Created: 2026-08-27T08:34:34.478Z Duration: 517.17224 Channels: 1 00:00:00.000 -- 00:00:02.159 Welcome to REC Silicon 00:00:03.919 -- 00:00:06.960 q one twenty twenty six presentation. 00:00:08.320 -- 00:00:10.799 My name is Kurt Levins. I'm the CEO, 00:00:11.440 -- 00:00:12.960 and I'm here with Jack Young, 00:00:13.554 -- 00:00:14.674 our CFO. 00:00:19.795 -- 00:00:23.235 We will cover usual highlights, updates, 00:00:24.355 -- 00:00:26.274 a brief financial review, 00:00:27.474 -- 00:00:28.835 discuss our 00:00:29.200 -- 00:00:31.920 strategic development and financing activities, 00:00:33.920 -- 00:00:36.320 and then close it out with a summary 00:00:37.200 -- 00:00:38.560 of the quarter. 00:00:43.485 -- 00:00:45.725 EBITDA from continuing operations 00:00:47.165 -- 00:00:52.125 was negative $3,800,000. 00:00:54.445 -- 00:00:59.805 Silicon gas sales are 00:00:58.110 -- 00:01:01.150 notably different across different demand segments. 00:01:02.350 -- 00:01:04.910 Market and growth outlook is 00:01:04.910 -- 00:01:08.270 heavily dependent upon completion of new capital project 00:01:08.270 -- 00:01:08.910 and 00:01:11.145 -- 00:01:12.825 the specific application. 00:01:14.905 -- 00:01:16.665 We finalized the 00:01:17.545 -- 00:01:19.545 10,000,000 short term loan 00:01:19.945 -- 00:01:21.225 from Anchor AS, 00:01:23.030 -- 00:01:24.630 subsequently completed 00:01:24.630 -- 00:01:25.189 a 00:01:26.229 -- 00:01:27.430 equity raise, 00:01:29.509 -- 00:01:30.149 and 00:01:30.710 -- 00:01:31.990 made a repayment 00:01:32.469 -- 00:01:34.229 for a polysilicon 00:01:36.185 -- 00:01:37.145 prepayment 00:01:37.705 -- 00:01:39.625 due to the supply agreement. 00:01:43.545 -- 00:01...