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    Alfred Moore • ROTH MKM

    Alfred Moore's questions to EnerSys (ENS) leadership

    Alfred Moore's questions to EnerSys (ENS) leadership • Q4 2025

    Question

    Chip Moore inquired about the 'green shoots' in the Energy Systems segment, particularly around network expansion and last-mile communications, and asked about inventory dynamics and what would provide the company comfort to resume full-year guidance.

    Answer

    Incoming CEO Shawn O'Connell explained that the recovery in Energy Systems is driven by carriers addressing technical debt and making early investments to upgrade macro sites for AI traffic, though it is not yet a large-scale build-out. He also noted that most inventory oversupply issues have been resolved. CFO Andrea Funk stated that the company is committed to resuming full-year guidance as soon as there is more clarity in the macroeconomic and policy landscape, hopefully by the next quarter.

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    Alfred Moore's questions to EnerSys (ENS) leadership • Q2 2025

    Question

    Alfred 'Chip' Moore asked for an update on the data center market, the battery chemistry mix in that market, and the inventory dynamics and order trends within the Motive Power segment.

    Answer

    Executive Lisa Hartman described data centers as a 'bright spot' with double-digit growth expected for fiscal 2025 and Americas orders up 50% YoY. CEO David Shaffer and COO Shawn O'Connell highlighted that TPPL chemistry remains the preferred solution, offering a significant price/mix lift. Regarding Motive Power, CEO David Shaffer noted that dealer inventory levels should improve post-election, while CFO Andrea Funk confirmed it was a record Q2 for the segment's operating earnings.

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    Alfred Moore's questions to Thermon Group Holdings Inc (THR) leadership

    Alfred Moore's questions to Thermon Group Holdings Inc (THR) leadership • Q4 2025

    Question

    Alfred Moore of C.L. King & Associates inquired about the recent resurgence in the LNG market and sought details on the expected cadence of fiscal 2026 performance, particularly regarding first-half margin headwinds and second-half growth prospects.

    Answer

    CEO Bruce Thames confirmed strong LNG momentum, citing a pipeline of approximately $80 million in opportunities driven by projects in the U.S. Gulf Coast and the Middle East. He explained that fiscal 2026 margins will face near-term pressure in the first half due to tariff impacts, with pricing actions expected to offset these costs in the second half. Thames noted the guidance reflects a cautious outlook on second-half demand due to broader economic uncertainty, despite currently strong leading indicators.

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    Alfred Moore's questions to Thermon Group Holdings Inc (THR) leadership • Q3 2025

    Question

    Alfred Moore of ROTH Capital Partners asked for an update on the bid pipeline since the new administration took office, the factors influencing the fiscal 2026 targets, the indirect risks of tariffs on customer spending, and the opportunity in liquid cooling for data centers.

    Answer

    CEO Bruce Thames described a 'resurgence in quoting activity' post-election, particularly in oil and gas. He stated that achieving FY2026 targets depends on the macro environment and M&A timing. Thames noted the primary risk from tariffs is the unknown impact on customer sentiment and behavior. He also highlighted the liquid cooling data center market as a nascent but significant opportunity, citing $10 million in recent orders.

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    Alfred Moore's questions to Amprius Technologies Inc (AMPX) leadership

    Alfred Moore's questions to Amprius Technologies Inc (AMPX) leadership • Q1 2025

    Question

    Alfred Moore of ROTH MKM asked for technical details on whether Amprius incorporates third-party silicon anode materials into its products and requested an update on the timeline for establishing contract manufacturing partners outside of China.

    Answer

    Executive Kang Sun confirmed that Amprius uses Berzelius silicon anode as a component in its cell chemistry and, while other materials have been tested, Berzelius remains the primary source. Regarding manufacturing, he reiterated that the company will have contract manufacturing partners outside of China 'very soon.'

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    Alfred Moore's questions to Amprius Technologies Inc (AMPX) leadership • Q4 2024

    Question

    Alfred Moore asked for an update on commercial-side investments, color on the high percentage of international revenue, and clarity on the year-end backlog and visibility into 2025.

    Answer

    CFO Sandra Wallach stated that the sales team tripled in 2024 and that G&A expenses were up due to non-recurring items. She explained the 77% international revenue figure was due to faster growth abroad, not a decline in U.S. business. She cited a Remaining Performance Obligation (RPO) of $17.2 million, expected to be recognized within 12 months.

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    Alfred Moore's questions to Amprius Technologies Inc (AMPX) leadership • Q3 2024

    Question

    Alfred Moore (also known as Chip Moore) asked about the growth potential of the recently announced $20 million contracts beyond the current orders. He also inquired about the key milestones and timeline for converting the 2 GWh letter of intent (LOI) for the light electric vehicle market into a formal supply agreement.

    Answer

    CEO Kang Sun explained that the current $20 million order fulfills the customers' needs through mid-2025 and anticipates additional orders will follow as these are leading companies in their segment. Regarding the LOI, he described it as a breakthrough project requiring cell design modifications, with the first samples being prepared for the customer, a recognized industry leader.

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    Alfred Moore's questions to Itron Inc (ITRI) leadership

    Alfred Moore's questions to Itron Inc (ITRI) leadership • Q1 2025

    Question

    Alfred Moore asked if high-profile blackouts could accelerate demand for grid edge solutions and inquired about capital deployment priorities, including M&A, as the company approaches a net cash position.

    Answer

    CEO Tom Deitrich agreed that such events highlight the value of grid resiliency solutions, though he noted the specific European event seemed transmission-related. CFO Joan Hooper stated that the top capital allocation priority remains M&A, specifically to acquire more software content and drive Outcomes growth. She noted an active M&A environment with some valuations becoming more reasonable.

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    Alfred Moore's questions to Dragonfly Energy Holdings Corp (DFLI) leadership

    Alfred Moore's questions to Dragonfly Energy Holdings Corp (DFLI) leadership • Q4 2024

    Question

    Alfred 'Chip' Moore from ROTH Capital Partners asked for an expansion on the revenue funnel, particularly the 'recontenting' trend in the RV market, the potential contribution from the auxiliary power business in trucking, and an update on the Stryten licensing agreement.

    Answer

    Executive Wade Seaburg addressed the RV market, noting that while the broader market sees modest growth, Dragonfly is experiencing wider adoption as its core OEM customers add lithium products to more models. On the trucking front, Seaburg highlighted that the market is recovering and customer engagements are scaling from small trials to large commercial rollouts, which should drive broader industry adoption. CEO Denis Phares added that the Stryten relationship is active and focused on product development for new markets like golf carts, but meaningful revenue is not expected until late 2025 or 2026.

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    Alfred Moore's questions to Dragonfly Energy Holdings Corp (DFLI) leadership • Q3 2024

    Question

    Alfred Moore of ROTH Capital Partners asked about the growth outlook for auxiliary power units in the trucking market, the potential of the methane reduction solution, and the drivers behind the notable sequential decrease in Q4 operating expense guidance.

    Answer

    Wade Seaburg, Chief Revenue Officer, detailed that trucking revenue growth is expected from expanded fleet programs, a recovering market, and new applications beyond APUs. He also noted the methane solution has strong interest regardless of political changes. Denis Phares, an executive, attributed the lower Q4 OpEx guidance to the company's ongoing focus on cash conservation and frugality.

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    Alfred Moore's questions to Eos Energy Enterprises Inc (EOSE) leadership

    Alfred Moore's questions to Eos Energy Enterprises Inc (EOSE) leadership • Q4 2024

    Question

    Alfred Moore from ROTH Capital Partners questioned the strategic shift to proactively build manufacturing capacity ahead of firm orders. He also asked about key operational lessons from the Turtle Creek facility that will be applied to future sites.

    Answer

    CEO Joe Mastrangelo explained that the shift is driven by the dramatic increase in project sizes (500 MWh+), which requires demonstrating large-scale production capability to win deals. The plan includes expanding in Pennsylvania and building a second factory closer to demand. Key lessons for 'Factory 2.0' include designing for a linear workflow to boost productivity and reduce logistics, and co-locating near logistics hubs with rail access to lower shipping costs for large-scale projects.

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    Alfred Moore's questions to Eos Energy Enterprises Inc (EOSE) leadership • Q3 2024

    Question

    Alfred Moore of ROTH Capital Partners asked about the potential near-term impact of the new political environment on pipeline conversion and whether it could cause customer delays.

    Answer

    CEO Joseph Mastrangelo expressed confidence that energy storage is a critical need regardless of the political administration. He highlighted Eos's strategic advantage as a U.S. manufacturer with 91% U.S. content, arguing this position aligns well with a potential 'America First' manufacturing focus. He believes the demand for safe, American-built grid assets will continue to drive business, positioning the company for growth under any administration.

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    Alfred Moore's questions to Powell Industries Inc (POWL) leadership

    Alfred Moore's questions to Powell Industries Inc (POWL) leadership • Q1 2025

    Question

    Alfred Moore inquired about the project pipeline, particularly for LNG, following recent elections. He also asked about gross margin performance, competitive pressures, the potential impact of tariffs, and the strong growth in the commercial and data center sector.

    Answer

    Executive Brett Cope confirmed a significant $75 million LNG award and noted increased market activity and optimism. CFO Michael Metcalf addressed margins, explaining the typical Q1 seasonal softness and advising analysts to use a trailing 12-month average (excluding one-time closeouts) as a better barometer. Both executives stated that the company has minimal direct exposure to Far East tariffs and would pass on any indirect cost increases through pricing. Brett Cope also highlighted that growth in the data center market is expanding beyond just cable bus products into other gear, with new channels and customer relationships being actively developed.

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    Alfred Moore's questions to Hyster-Yale Inc (HY) leadership

    Alfred Moore's questions to Hyster-Yale Inc (HY) leadership • Q3 2024

    Question

    Alfred Moore of C.L. King & Associates inquired about the specific drivers of weakness in the EMEA segment, the expected timeline for benefits from new cost and productivity initiatives, and the company's confidence in its future margin trajectory and booking recovery.

    Answer

    President and CEO Rajiv Prasad explained that the EMEA weakness was due to one-off product introduction issues related to software on sophisticated systems, which are now resolved. He detailed that the cost initiatives are part of a long-term strategy to build ICE and electric trucks on the same manufacturing lines, with benefits expected to materialize in late 2025 and 2026. Regarding margins, Prasad acknowledged near-term competitive pricing pressure but expressed confidence that the new modular platforms would help maintain margins above target levels. CFO Scott Minder added that unit margins in 2025 are expected to be higher in the first half due to the existing backlog, and lower in the second half as more competitively priced new orders are fulfilled.

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