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    Aadit Shrestha • Stifel

    Aadit Shrestha's questions to Purecycle Technologies Inc (PCT) leadership

    Aadit Shrestha's questions to Purecycle Technologies Inc (PCT) leadership • Q4 2024

    Question

    Aadit Shrestha asked about the current monthly cash burn rate, the expected timing for remarketing the revenue bonds, and the construction timeline for the Augusta facility.

    Answer

    Executive Jaime Vasquez estimated the current monthly cash burn at approximately $9.0 to $9.5 million, up slightly with the Denver facility online. He confirmed the revenue bonds are a key part of the future liquidity plan. Executive Dustin Olson added that the Augusta project is on track, with preparatory civil work underway, and that Ironton's success is expected to secure more favorable financing terms for the expansion.

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    Aadit Shrestha's questions to Greif Inc (GEF) leadership

    Aadit Shrestha's questions to Greif Inc (GEF) leadership • Q1 2025

    Question

    Aadit Shrestha requested a breakdown of the $27 million price/cost benefit in the updated guidance across different segments. He also sought to confirm how much of the $15-$25 million cost-saving initiative is included in the current forecast and asked about the expected volume cadence for the remainder of fiscal 2025.

    Answer

    CFO Lawrence Hilsheimer detailed that of the $27 million price/cost benefit, approximately $19 million comes from containerboard price increases and lower OCC costs, with the remainder split across polymers, steel, and integrated products. He confirmed that only $3 million from the new cost initiatives is currently in the fiscal 2025 guidance. For volume cadence, Hilsheimer advised modeling a trajectory similar to the past two years, with a slight pickup in Q2 and Q3, as the company is not yet forecasting a significant demand recovery.

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    Aadit Shrestha's questions to Rollins Inc (ROL) leadership

    Aadit Shrestha's questions to Rollins Inc (ROL) leadership • Q4 2024

    Question

    Aadit Shrestha from Stifel asked for the portion of the guided 2-3% M&A revenue contribution for 2025 that is already secured from 2024 deal rollovers. He also questioned if achieving an investment-grade credit rating and access to cheaper capital would significantly alter the company's M&A strategy or open up a larger pipeline.

    Answer

    CFO Ken Krause confirmed that the carryover from prior deals is 'approaching 2%,' supporting the 2-3% guidance. Both Krause and CEO Jerry Gahlhoff stressed that the new credit rating will not cause a major strategic shift. Gahlhoff reiterated that their approach to M&A will remain 'very disciplined' and 'conservative,' maintaining the same strategy that has historically been successful.

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    Aadit Shrestha's questions to Rollins Inc (ROL) leadership • Q3 2024

    Question

    Aadit Shrestha asked about the price-cost spread trend in Q3 versus Q2 and whether the strong commercial organic growth could continue into 2025 due to recent investments.

    Answer

    EVP and CFO Kenneth Krause explained that after accounting for a 30 basis point investment in service personnel, the underlying gross margin leverage was about 50 basis points in the quarter. Regarding commercial growth, Krause referred to the company's Investor Day plan, stating the expectation is for the commercial business to grow faster than the overall business, making it accretive to the total organic growth profile.

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    Aadit Shrestha's questions to Montrose Environmental Group Inc (MEG) leadership

    Aadit Shrestha's questions to Montrose Environmental Group Inc (MEG) leadership • Q3 2024

    Question

    Aadit Shrestha requested a breakdown of the Q4 revenue growth outlook, specifically contributions from acquisitions and emergency response. He also asked about Matrix's margin performance in Q3 and its organic growth trends.

    Answer

    President and CEO Vijay Manthripragada attributed the outlook to strong double-digit organic growth in most business lines, offset by variables like treatment technology project timing and emergency response revenue. CFO Allan Dicks confirmed that Matrix achieved mid-teens margins in Q3, a significant improvement since its acquisition. He also noted that Matrix is experiencing 'really nice organic growth,' exceeding expectations.

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