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    Alexander Blanton

    Research Analyst at Blanton & Company

    Alexander Blanton's questions to TECOGEN (TGEN) leadership

    Alexander Blanton's questions to TECOGEN (TGEN) leadership • Q1 2025

    Question

    Alexander Blanton of Blanton & Company inquired about several key operational areas, including the focus of recent hiring, strategies for managing large projects, the specifics of the Vertiv partnership timeline and collaboration, and progress updates on the Connecticut and Las Vegas projects.

    Answer

    CEO Abinand Rangesh provided a detailed update. He explained that hiring is focused on manufacturing, supply chain, service, and R&D to support the data center ramp-up. To manage large projects, Tecogen is seeking letters of intent and leveraging Vertiv's supply chain support. Rangesh expects public marketing from Vertiv within a couple of months and confirmed Tecogen's active role in joint sales efforts. He also noted the Connecticut project serves as a key proof point, while shipments for the Las Vegas project are on track for Q2 and Q3 delivery.

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    Alexander Blanton's questions to TECOGEN (TGEN) leadership • Q4 2024

    Question

    Alexander Blanton inquired about the strategic details of the new partnership with Vertiv, including the go-to-market plan, the potential for using Vertiv's global manufacturing capacity, and whether Tecogen's technology offers Vertiv a competitive advantage in the data center market.

    Answer

    Abinand Rangesh, CEO, explained that while many details are confidential, Vertiv will leverage its existing channels and relationships with major data center owners. He confirmed the partnership is seen as a precursor to a larger supply agreement that could involve supply chain assistance and potential licensing. Rangesh affirmed that Tecogen's Tecochill technology provides Vertiv a distinct competitive advantage by freeing up electrical power for computing, a key constraint for AI data centers.

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