Latest news with #Dilly
Yahoo
2 days ago
- Business
- Yahoo
Target Hospitality Corp (TH) Q2 2025 Earnings Call Highlights: Strategic Contracts and Revenue ...
Release Date: August 07, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points Target Hospitality Corp (NASDAQ:TH) announced two multi-year contracts valued at over $400 million, showcasing their ability to deliver tailored solutions across various markets. The company is finalizing a multi-year lease and services agreement to support the expanding technology infrastructure and data center market, broadening their contract portfolio. Target Hospitality Corp (NASDAQ:TH) secured a multi-year contract extension with a major HFS customer, maintaining a consistent contract renewal rate exceeding 90%. The company has a strong growth pipeline supported by a historic domestic investment cycle and rising demand from the government sector. Target Hospitality Corp (NASDAQ:TH) raised its 2025 revenue outlook to $310 to $320 million, reflecting a 15% increase at the midpoint compared to the previous outlook. Negative Points The termination of the PCC contract and the South Texas Family Residential Center contract led to declines in government segment revenue. The gradual reopening of the Dilly, Texas assets will lead to lower margin contributions through the second and third quarters of 2025. Carrying costs for West Texas assets are expected to be about $2 to $3 million per quarter until a new contract is potentially awarded. The timing of specific contract awards for government initiatives remains uncertain due to the broad scope and resources needed for execution. Inflationary pressures may increase the cost per bed, impacting future capital expenditures and potentially affecting margins. Q & A Highlights Warning! GuruFocus has detected 1 Warning Sign with PSYTF. Q: How should we think about the steps and potential for the West Texas contract to be comparable to prior contracts at that site? A: Mark Shook, CEO, explained that while the reconciliation budget has been passed, the funds have not yet started to flow. However, they are having positive discussions with the government and are on the acquisition list. They feel confident about the facility being leased and reactivated, with continued interest from government officials. Q: Can you provide more details on the data center opportunity and its structure compared to the workforce hub contract? A: Jason Vasic, CFO, mentioned that the data center deal will be different as they will own the assets, leading to higher margins than a services-only contract. Brad Archer, CEO, added that they are waiting on the final contract but have an early works contract in place. The data center opportunity is seen as a potential game-changer for the company, with significant demand due to remote locations and labor challenges. Q: Regarding data center contracts, are these more permanent multi-year facilities or shorter-term network approaches? A: Brad Archer, CEO, clarified that these are long-term projects with a large workforce in one location for many years. These are multi-billion dollar projects where Target Hospitality plays a critical role in helping developers stay on budget and timeline. Q: How are you sourcing beds for the data centers, and is it affecting the oil and gas network? A: Brad Archer, CEO, stated that they first utilize any excess capacity from the oil and gas network, then look to buy in the open market, and finally consider building new. The demand is significant, and they may need to buy new products to meet it. Q: How competitive was the bidding for the data center community contract, and what led them to select Target? A: Brad Archer, CEO, noted that while the bidding was competitive, the decision was not price-driven. The key factors were Target's ability to deliver on time, help retain and attract workforce, and their proven track record in executing large-scale projects. For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus.
Daily Mirror
13-05-2025
- Entertainment
- Daily Mirror
Stacey Solomon's co-star addresses her BAFTA rant after award loss
Stacey Solomon's Sort Your Life out co-star Dilly Carter has addressed the former X-Factor star's 'rant' as the BBC programme missed out on an award at the ceremony Stacey Solomon's co-star Dilly Carter has spoken out about the star's BAFTA 'rant' after their BBC show Sort Your Life Out missed out on a gong on Sunday's ceremony. During Tuesday morning's Lorraine, Dilly said the star was "absolutely right." Mum of five Stacey was nominated for Entertainment Performance for her show, and the BBC show was nominated for Factual Entertainment but lost out to Rob and Rylan's Grand Tour. On Monday morning, Stacey took to Instagram to share her heartbreak on missing out, and she didn't hold back. While gardening, she told her followers on her story: "Good morning from the veg patch, about to do the morning water. We didn't win a BAFTA and I know I'm supposed to take it gracefully like a champ but I'll be honest I'm devastated." "I'm not handling it very well, I'm not taking it very gracefully. I'm devastated for our whole team like I'm so gutted for our team. Everyone got dressed up and were really hopeful because I think because they work so hard," Stacey continued, as she said the Sort Your Life Out team deserved a BAFTA. However, she clarified that she didn't mean to say that others didn't deserve a BAFTA as they "absolutely did." Sort Your Life out decluttering expert Dilly appeared on Lorraine this morning for the fashion segment, where she opened up about her co-stars statement. Speaking to Christine Lampard, Dilly said: "She is our fearless leader for a reason, that's what we have to remember. I agree with her in certain aspects, because it's not about us, it's about the production. So much goes into that show and we're just a little bit heartbroken for everyone who works so hard. "I thought - good for you, say it how it was. She's like that. I think she was absolutely right, I support her as always." Christine and Dilly then went on to clarify once again it was nothing against Rob and Rylan as they called their show "brilliant." Sort Your Life Out started in 2021 and has had five series to date. The BBC show sees Stacey and her team help families transform their home with a life-changing declutter, as they upcycle and recycle their way to a new home. Along with two nominations for Sort Your Life Out, Loose Women - which has Stacey on as a panellist - was nominated for Daytime Award against Morning Live, Richard Osman's House of Games and Clive Myrie's Caribbean Adventure.
Daily Record
13-05-2025
- Entertainment
- Daily Record
Stacey Solomon's co-star speaks out after Sort Your Life Out host's Baftas rant
Stacey Solomon's co-star appeared on ITV's Lorraine when she shared her thoughts on the backlash to her tearful online rant after losing out on a Bafta Stacey Solomon received backlash from fans after she took to social media to share her "devastation" at her show Sort Your Life Out failing to win a Bafta, despite being nominated twice. But now her co-star Dilly Carter has since come out in support with a three-word remark: "Good for you!". ITV's Loose Women panel member Stacey was left in tears when her BBC renovation series was up for two awards—Entertainment Performance and Factual Entertainment—but came away from the event without any wins. Following the disappointing outcome, Stacey posted an emotional message to her followers, expressing her sadness at not winning. She was pipped at the post in the Entertainment Performance category by Joe Lycett with Late Night Lycett on Channel 4 and also Rob and Rylan's Grand Tour on BBC Two. The television presenter confided in her followers: "We didn't win a Bafta and I know I'm supposed to take it gracefully like a champ but I'll be honest I'm devastated," managing a laugh amid her confession of "handling it" quite well, reports Edinburgh Live. Her candid reaction online has drawn criticism for what some saw as lacking grace in defeat. Appearing on ITV's Lorraine, Dilly joined stand-in host Christine Lampard - filling in while Lorraine Kelly recovers following surgery - for a fashion segment, where Christine seized the moment to inquire about Stacey's Instagram video. Christine questioned Dilly on air, saying: "What do you think? She was just sort of being real wasn't she." But Dilly expressed her support for Stacey's video, saying "good for you". She commented: "She is our fearless leader for a reason that's what we have to remember and I agree with her in certain respects because it's not about us it's about the production." Dilly went on to back Stacey for making her voice heard: "So much goes into that show and that's why we are a bit like 'ohh', you know were just a little bit heartbroken for everyone because everyone works so hard." She added: "I think yeah, good for you, absolutely say it how it was. I would have been more like 'oh no don't say anything' but you know she's like that. "I think she's absolutely right, I support her as always and like I say she's a fearless leader for a reason." Christine chimed in: "It's not to take away from Rob and Rylan obviously because they're still brilliant but you just love your team." Dilly affirmed: "Of course, everyone in an award show wants their team to do well. Everyone wants to win."
Edinburgh Live
13-05-2025
- Entertainment
- Edinburgh Live
Stacey Solomon's co-star issues three-word response to Bafta reaction backlash
Our community members are treated to special offers, promotions and adverts from us and our partners. You can check out at any time. More info Stacey Solomon came under fire with fans after she took to social media to express her "devastation" after her show Sort Your Life Out didn't scoop up a Bafta Award despite being nominated twice. And now her co-star Dilly Carter has leapt to her defence with a three-word response: "Good for you!" ITV Loose Women panellist Stacey was left in tears after her BBC home renovation programme was nominated for two two awards, Entertainment Performance and Factual Entertainment, but didn't win either category. In an emotional update shared with fans after the event Stacey was clearly upset that she and her team had left the ceremony empty handed. She lost out on Entertainment Performance to Joe Lycett's Late Night Lycett on Channel 4 and also to Rob and Rylan's Grand Tour, BBC Two show. The TV personality told fans: "We didn't win a Bafta and I know I'm supposed to take it gracefully like a champ but I'll be honest I'm devastated," as she laughed while stating that she was "handling it" very well. Following her online outburst, the TV star has faced criticism for not taking the loss graciously. On ITV's Lorraine on Tuesday, host Christine Lampard, standing in as Lorraine Kelly recovers at home after surgery, was joined by Dilly for a fashion segment - and she jumped on the opportunity to quiz her about Stacey's Instagram video. She asked: "What do you think? She was just sort of being real wasn't she?" Dilly said her response to Stacey's video was "good for you". She told Christine: "She is our fearless leader for a reason that's what we have to remember and I agree with her in certain respects because it's not about us it's about the production" Dilly continued to defend Stacey for speaking out: "So much goes into that show and that's why we are a bit like 'ohh', you know were just a little bit heartbroken for everyone because everyone works so hard." She continued: "I think yeah, good for you, absolutely say it how it was. I would have been more like 'oh no don't say anything' but you know she's like that. "I think she's absolutely right, I support her as always and like I say she's a fearless leader for a reason." Christine interjected: "It's not to take away from Rob and Rylan obviously because they're still brilliant but you just love your team." Dilly replied: "Of course, everyone in an award show wants their team to do well. Everyone wants to win." Lorraine airs weekdays on ITV1, from 9am.
Daily Mirror
06-05-2025
- Entertainment
- Daily Mirror
Stacey Solomon's co-star says 'this could be our last series' in heartfelt plea
Stacey Solomon's co-star has urged her social media followers to apply for the new series of their BBC programme as releases national plea online Fans of Stacey Solomon's hit decluttering show Sort Your Life Out have been urged to apply as one of the programme's stars hinted at its future. The BBC series that has been winning hearts and tidying homes has been the subject of much speculation regarding whether it would get another run. Since its launch in November 2021, the transformation programme, fronted by the 35-year-old star alongside a crack team of organisers and cleaners, has gathered a legion of fans, clinched a National Television Award, and elevated viewership figures significantly. Despite five series worth of transformations, whispers about a potential sixth series have left many viewers restless with anticipation. Addressing this, Dilly Carter, a beloved face on the show known for her organising genius, suggested fans make some noise to support the show's return on the Beeb. Taking to Instagram, Dilly stirred excitement with a throwback photo featuring her fellow crew members and a family benefitting from their life-sorting magic. She penned: "Sort Your Life Out series 1 bounced onto our screens in November 2021. Who remembers Steph and her gorgeous girls?" "Fast forward to this week, May 2025 and we are about to start filming for series 6," reports Essex Live Dilly highlighted: "The show has been streamed all over the world millions of times and in that time we have won 2 major TV awards, a @royaltelevisionsociety and a @officialntas and next Sunday we go to the @bafta for our second nomination." While thanking supporters with a touching confession, Dilly said: "Who knows maybe this time we could win? Fingers crossed. The show goes from strength to strength and that's only possible because of YOU the viewer supporting it so THANK YOU. "But this could be our last series if you don't apply. We need families of all shapes and sizes to apply. "Do you need the declutter of a lifetime? Would you like us to be coming to your home to STRIP, SORT and SYSTEMISE? If so apply today. The link is in my bio. It will be the best decision you ever make to get back in control of your home." Upon reading Dilly's plea, some fans shared their thoughts on how the show could evolve, with one suggesting: "Love the show and the life-changing impact. How about opening up to single people too? There are many living alone who find it even harder to get out of the mess they find themselves in and help hard to ask for." Others recommended that the show consider revisiting households that have featured before. Meanwhile, Stacey continues to juggle her packed schedule after she and her other half, Joe Swash, 43, gave viewers a sneak peek into their domestic life, to the delight of fans eager for a glimpse of the couple's interaction with their five kids at home. Their programme, Stacey and Joe, which first aired in April, gives fans a peek into their daily lives - encompassing everything from work and parenting to friendships, family dynamics, holidays, and personal challenges. The series also delves into more profound topics like couples therapy and mental health, including Joe's ADHD diagnosis.
