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    Alfred 'Chip' Moore

    Managing Director and Senior Research Analyst at ROTH Capital

    Alfred 'Chip' Moore is a Managing Director and Senior Research Analyst at ROTH Capital Partners, specializing in sustainability-focused equity research with an emphasis on energy and power technology, smart grid solutions, recycling, and green transportation. He covers a diverse range of companies in sectors including industrials, materials, and technology, and is recognized for his strong performance with a 42.86% success rate and 15.98% average return across 119 ratings, ranking #498 out of nearly 5,000 analysts on platforms such as TipRanks. Moore began his Wall Street career in the technology sector at Adams Harkness, later holding senior research roles at Canaccord Genuity and serving as Global Head of Sustainability research at EF Hutton before joining ROTH. He holds a CFA charter since 2003, is an active member of CFA Society Boston, and has earned top industry accolades, including the Wall Street Journal's 'Best on the Street' and TipRanks 'Top 100' analysts awards.

    Alfred 'Chip' Moore's questions to POWELL INDUSTRIES (POWL) leadership

    Alfred 'Chip' Moore's questions to POWELL INDUSTRIES (POWL) leadership • Q2 2025

    Question

    Alfred 'Chip' Moore questioned the company's cash deployment strategy, asking why a buyback wasn't being considered and for an update on M&A. He also inquired about the drivers of electric utility growth, the potential for new products in the data center market, and the margin risk from tariffs.

    Answer

    CEO Brett Cope confirmed that holding cash signals compelling organic growth and M&A opportunities, noting that M&A activity is 'very active.' He highlighted that the electric utility business is a strategic focus, now 25-30% of revenue. Regarding tariffs, Cope believes the impact will be 'de minimis' for Powell due to its domestic positioning, which he views as a strategic advantage, and that costs on major buyout items will be passed through.

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