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    Andre Stillman Adams • Oppenheimer & Co. Inc.

    Andre Stillman Adams's questions to Array Technologies Inc (ARRY) leadership

    Andre Stillman Adams's questions to Array Technologies Inc (ARRY) leadership • Q2 2025

    Question

    Andre Adams of Oppenheimer & Co. Inc., on behalf of Colin Rusch, asked about Array's pricing opportunities in the current policy environment, especially with rising wholesale electricity prices.

    Answer

    CEO Kevin Hostetler noted that while developers seem able to pass on costs via higher PPA rates, Array's primary pricing lever is through innovation. He explained that new products like OmniTrak, Skylink, and Hail XP deliver greater value and cost savings to customers, which in turn allows Array to command higher, accretive margins for those offerings.

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    Andre Stillman Adams's questions to Ormat Technologies Inc (ORA) leadership

    Andre Stillman Adams's questions to Ormat Technologies Inc (ORA) leadership • Q1 2025

    Question

    Andre Adams, on for Noah Kaye, requested details on the Blue Mountain acquisition, including its expected EBITDA contribution, the timeline and cost for planned upgrades, and an update on PPA pricing discussions, especially with hyperscalers.

    Answer

    Executive Assaf Ginzburg stated the Blue Mountain acquisition has a lower double-digit EBITDA multiple, which is expected to fall 30-40% post-upgrades. He noted the near-term PPA expiration in 2029 is an upside given current high prices. Executive Doron Blachar added that PPA pricing negotiations remain strong, with prices above $100 being discussed with hyperscalers, utilities, and CCAs, and that talks have advanced.

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    Andre Stillman Adams's questions to Canadian Solar Inc (CSIQ) leadership

    Andre Stillman Adams's questions to Canadian Solar Inc (CSIQ) leadership • Q3 2024

    Question

    Andre Stillman Adams of Oppenheimer & Co. Inc. inquired about Canadian Solar's strategy for monetizing its project pipeline amid rising power demand from data centers and how the company plans to navigate potential battery supply tariffs, including its progress with non-Chinese suppliers.

    Answer

    Ismael Arias, President of Recurrent Energy, explained that the strategy involves securing PPAs with high-demand customers like data centers, building a portfolio of 2-3 GW, and then monetizing by selling minority stakes. Yan Zhuang, President of CSI Solar, stated that future battery contracts already price in a 25% tariff, existing contracts have 'change of law' protections, and the company is diversifying its supply chain, highlighted by its new factory in Kentucky.

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