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Austin Wang

Research Analyst at GLJ Research

Austin Wang is an equity research analyst at GLJ Research, covering a small basket of energy-related and general sector equities with a developing track record on platforms that monitor analyst performance. Public performance data indicates a modest average return on his published ratings and a relatively low success rate so far, reflecting a limited number of tracked recommendations and a short observable history. Details on his prior roles, exact start date at GLJ Research, and earlier career experience are not publicly disclosed in reliable sources, suggesting he is an emerging analyst still building a longer-term record. Likewise, no verifiable information is available on specific professional licenses, FINRA registrations, or formal designations, so his credentials cannot be confidently characterized beyond his current analyst role at GLJ Research.

Austin Wang's questions to ARGAN (AGX) leadership

Question · Q3 2026

Austin Wang asked for a qualitative breakdown of the quarter's bookings, specifically the CPV Basin Ranch and 860 MW Texas projects, including insights into pricing. He also inquired about Argan's broad geographical opportunity set for gas generation beyond Texas, such as in West Virginia or the Eastern Seaboard.

Answer

President and CEO David Watson expressed excitement for the new Texas projects, explaining that pricing depends on various factors like risk assumption and equipment purchase, making a one-size-fits-all per-kW pricing difficult. Geographically, Mr. Watson highlighted continued opportunities in the PJM region, including West Virginia, Ohio, and Pennsylvania, where improved auction pricing is encouraging gas plant development. He noted that Argan is very familiar with this region and would be pleased to continue working there.

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Question · Q3 2026

Austin Wang requested a qualitative breakdown of the quarter's bookings, specifically the 'puts and takes' defining the CPV Basin Ranch and 860-megawatt Texas projects. He also sought insights into the broader geographical opportunity set for gas generation, asking where Argan is seeing the most activity beyond Texas, such as in West Virginia or the Eastern Seaboard.

Answer

David Watson, President and CEO of Argan, Inc., explained that the specifics of bookings, including pricing, depend on various factors such as risk allocation (e.g., whether Argan is wrapping the job or buying equipment) and contract details, making a one-size-fits-all pricing difficult. He expressed excitement for the two new Texas projects. Geographically, Mr. Watson confirmed strong activity in Texas but highlighted Argan's historical presence across the U.S., including the PJM region (Ohio, Pennsylvania). He noted opportunities in West Virginia and throughout PJM, where recent auctions have shown improved pricing, potentially encouraging further gas plant development, a region Argan is very familiar with.

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