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    Andres Sheppard

    Vice President and Senior Equity Analyst at Cantor Fitzgerald

    Andres Sheppard is a Vice President and Senior Equity Analyst at Cantor Fitzgerald specializing in coverage of consumer cyclical and technology companies, with a focus on disruptive mobility, electric vehicles, and sustainable technologies. He has extensively covered companies such as Tesla, PureCycle Technologies, Rocket Lab, EVgo, Eve Holding, Archer Aviation, Ideanomics, and REE Automotive, achieving a documented success rate of approximately 63% and an average return exceeding 14% for fulfilled stock price targets. Sheppard began his public recommendation career by 2021 and joined Cantor Fitzgerald thereafter, building a performance record with over 500 targeted ratings across 21 stocks and earning a 4.91-star analyst designation. He holds relevant FINRA securities licenses and maintains an active registration as a broker with Cantor Fitzgerald.

    Andres Sheppard's questions to Archer Aviation (ACHR) leadership

    Andres Sheppard's questions to Archer Aviation (ACHR) leadership • Q2 2025

    Question

    Andres Sheppard of Cantor Fitzgerald inquired about Archer's commercialization vision for the UAE, including the timeline and required steps, and sought confirmation on the use of aircraft currently in production for FAA TIA credits.

    Answer

    Founder, CEO & Chairman Adam Goldstein outlined the UAE strategy, which includes definitive agreements with partners like Abu Dhabi Aviation, expecting tens of millions in revenue over 18-24 months starting this year. He noted a focus on hot weather testing and certifying existing helipads. Chief Technology Officer Tom Muniz confirmed the six aircraft in production will be used for both FAA flight testing and the UAE launch edition, with specific test plans for each aircraft.

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    Andres Sheppard's questions to Rocket Lab (RKLB) leadership

    Andres Sheppard's questions to Rocket Lab (RKLB) leadership • Q2 2025

    Question

    Andres Sheppard asked about the revenue recognition schedule for the SDA Tranche 2 award, the company's chances for the larger Tranche 3 contract, and whether there has been an uptick in customer demand for Neutron as an alternative to SpaceX.

    Answer

    CFO Adam Spice detailed that SDA Tranche 2 revenue for 2025 is expected to be in the $150-200 million range, with a similar amount in 2026. He noted Tranche 3 would be the company's largest contract to date. CEO Sir Peter Beck confirmed that pent-up demand for a Falcon 9 competitor is increasing, driven by large government programs like Golden Dome and a market desire for a reliable alternative.

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    Andres Sheppard's questions to PureCycle Technologies (PCT) leadership

    Andres Sheppard's questions to PureCycle Technologies (PCT) leadership • Q2 2025

    Question

    Andres Sheppard asked for an update on PureCycle's global growth plans and for more detail on the 17 customer applications that are in post-trial discussions.

    Answer

    CEO Dustin Olson detailed the strategic advantages of the growth projects in Thailand, Antwerp, and the next-generation US facilities. He explained that Thailand offers the fastest speed to market with a high ROIC. Regarding the 17 post-trial applications, Olson stated this proves the technology works and that conversions to sales are in progress, though large brands have complex internal processes for supply chain integration. He affirmed the company is on track for its previously disclosed sales ramp.

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    Andres Sheppard's questions to Intuitive Machines (LUNR) leadership

    Andres Sheppard's questions to Intuitive Machines (LUNR) leadership • Q2 2025

    Question

    Andres Sheppard from Cantor Fitzgerald questioned how NASA's plan for a nuclear reactor on the moon could fit into Intuitive Machines' strategy and asked for a summary of key upcoming catalysts for investors to monitor.

    Answer

    CEO Steve Altemus confirmed Intuitive Machines is one of three teams already working on fission surface power technology for NASA and sees it as a key infrastructure service. He listed several catalysts: a new CLIPS award (CT4), the potential repurposing of OSAM-one for the Space Force, the LTV award, a flight demo for the Stealth (Jetson) satellite, progress on the Earth reentry vehicle, and a proposal for a Mars data relay precursor mission.

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    Andres Sheppard's questions to Intuitive Machines (LUNR) leadership • Q1 2025

    Question

    Andres Sheppard of Cantor Fitzgerald requested more details on the IM-2 mission success payments expected in Q2 and asked for the outlook on free cash flow for the remainder of the year.

    Answer

    CEO Steve Altemus stated the company expects to recognize about half of the original $14 million in potential IM-2 success payments during Q2. He also noted that while Q1 free cash flow was positive due to milestone timing, cash flows will remain 'lumpy' and are not expected to be consistently positive until 2026.

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    Andres Sheppard's questions to Eve Holding (EVEX) leadership

    Andres Sheppard's questions to Eve Holding (EVEX) leadership • Q2 2025

    Question

    Andres Sheppard of Cantor Fitzgerald asked for details on the planned ramp-up of the test flight campaign, from hover to cruise, and inquired about the company's strategy for its order book, specifically regarding converting Letters of Intent (LOIs) to firm orders.

    Answer

    VP of Engineering & Technology, Luiz Valentini, detailed the flight test plan, which will focus heavily on hover flight initially before moving to transition and cruise, leveraging Embraer's experience. CEO Johann Bordais explained that LOIs engage customers in development, and conversions to firm orders, like the one from Revo, will happen as certification nears. He emphasized the focus is on strategic partners, not just order volume.

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    Andres Sheppard's questions to Lucid Group (LCID) leadership

    Andres Sheppard's questions to Lucid Group (LCID) leadership • Q2 2025

    Question

    Andres Sheppard of Cantor Fitzgerald inquired about the potential impact of the macroeconomic environment on the initial average selling price (ASP) of Lucid's upcoming midsize vehicle and asked for an update on the company's strategy for addressing its 2026 convertible debt.

    Answer

    Interim CEO Marc Winterhoff stated there are no current plans to change the midsize vehicle's ASP, viewing the current EV market slowdown as a temporary phase. CFO Taoufiq Boussaid confirmed the plan to address the convertible debt by accessing the market in the coming quarters, likely in 2025 or early 2026, depending on market conditions.

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    Andres Sheppard's questions to Rivian Automotive, Inc. / DE (RIVN) leadership

    Andres Sheppard's questions to Rivian Automotive, Inc. / DE (RIVN) leadership • Q2 2025

    Question

    Andres Sheppard asked if the R2's target ASP of around $45,000-$50,000 remains intact given macro pressures. He also requested more detail on the vision for the autonomy ramp-up and its potential application to commercial EDVs.

    Answer

    CEO RJ Scaringe confirmed the R2's starting price remains $45,000 but noted a range of variants will support a healthy ASP mix. On autonomy, he described a multi-year roadmap moving from highway assist to 'map-free' operation, and ultimately to 'eyes-off, hands-off' capability by 2026. He affirmed that the underlying large model being developed has direct applications for the commercial van fleet.

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    Andres Sheppard's questions to EVgo (EVGO) leadership

    Andres Sheppard's questions to EVgo (EVGO) leadership • Q2 2025

    Question

    Andres Sheppard of Cantor Fitzgerald asked about EVgo's strategy to capture market share in the autonomous vehicle space and inquired about key catalysts to watch for in the second half of the year.

    Answer

    CEO Badar Khan identified the autonomous vehicle (AV) sector as a significant upside opportunity, highlighting that EVgo has been operating dedicated sites for AV partners for years. He added that the new commercial bank facility can now finance these dedicated hubs, strengthening their position. For upcoming catalysts, Khan stated the company is focused on execution, including resolving remaining maintenance issues from Q2 and continuing its operational plan.

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    Andres Sheppard's questions to Aurora Innovation (AUR) leadership

    Andres Sheppard's questions to Aurora Innovation (AUR) leadership • Q2 2025

    Question

    Andres Sheppard of Cantor Fitzgerald asked for details on the near-term operational ramp-up from three trucks to the "tens of trucks" expected by year-end. He also sought to understand the key lessons learned from preparing for rain and heavy wind operations and whether this validates the superiority of a LiDAR-based system.

    Answer

    CEO Chris Urmson clarified that the 2025 focus is on capability expansion over fleet size, balancing development needs with driverless operations. CFO David Maday added that success is measured in driverless miles, not truck count. Urmson noted that while the system is not yet launched for rain, its performance is strong, and the challenge lies in validating edge cases, affirming that a multi-sensor suite is crucial for robust performance.

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    Andres Sheppard's questions to VinFast Auto (VFS) leadership

    Andres Sheppard's questions to VinFast Auto (VFS) leadership • Q1 2025

    Question

    Andres Sheppard of Cantor Fitzgerald inquired about the operational timeline for VinFast's new factories in Vietnam, India, and Indonesia, and their expected impact on total production capacity. He also asked for key growth catalysts investors should monitor for the remainder of 2025 and into 2026.

    Answer

    Chairwoman Le Thi Thu Thuy confirmed that all new Asian facilities are expected to begin operations in 2025, with the India factory opening in July. She clarified that the new facilities will focus on more affordable models like the VF3 and VF5, while the existing Hai Phong plant handles higher-end models. For catalysts, she highlighted three pillars: scaling operations to at least double vehicle deliveries in 2025, launching next-generation products with enhanced technology and lower costs, and executing on cost optimization through new platforms and zonal architecture, with the first model debuting in Q3.

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    Andres Sheppard's questions to Joby Aviation (JOBY) leadership

    Andres Sheppard's questions to Joby Aviation (JOBY) leadership • Q3 2024

    Question

    Anand Balaji, on behalf of Andres Sheppard, asked for confirmation of the Middle East service timeline, when to expect unit economics, details on the aircraft for UAE delivery, and the conditions for the second tranche of the Toyota investment.

    Answer

    CEO JoeBen Bevirt tied the service timeline to certification progress. CFO Matt Field said unit economics would be shared closer to launch and that the second Toyota tranche is conditioned on a manufacturing strategic alliance. President of Aircraft OEM Didier Papadopoulos clarified that while the UAE does not technically require FAA conformity, the build standards are similar, and the aircraft being built now are an option for Dubai delivery.

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