Sign in

    Benjamin Kallo • Robert W. Baird & Co.

    Benjamin Kallo's questions to MP Materials Corp (MP) leadership

    Benjamin Kallo's questions to MP Materials Corp (MP) leadership • Q2 2025

    Question

    Benjamin Kallo inquired about the ultimate capacity of the separation facilities, the potential for third-party processing, and the strategy for signing new commercial magnet agreements for the 10x facility.

    Answer

    COO Michael Rosenthal explained that while capacity isn't unlimited, their vertically integrated site offers unique flexibility for processing various feedstocks. CEO James Litinsky added that the 10x facility is 100% contracted to the DoD, which allows MP to be patient and methodical in syndicating that capacity to commercial partners, ensuring win-win outcomes.

    Ask Fintool Equity Research AI

    Benjamin Kallo's questions to Nextracker Inc (NXT) leadership

    Benjamin Kallo's questions to Nextracker Inc (NXT) leadership • Q1 2026

    Question

    Benjamin Kallo of Baird asked about Nextracker's strategy for product development and competitiveness after the ITC expires. He also inquired about the pricing model for the new robotics and AI acquisitions, asking if they represent an additional cost or are priced against savings.

    Answer

    President Howard Wenger expressed confidence in solar's ability to compete post-ITC, citing its proven cost-effectiveness in unsubsidized markets. Regarding the new technologies, he stated that Nextracker is migrating towards a 'robot as a service' model, which would generate recurring revenue as an additional service, expanding the company's overall platform.

    Ask Fintool Equity Research AI

    Benjamin Kallo's questions to Quantumscape Corp (QS) leadership

    Benjamin Kallo's questions to Quantumscape Corp (QS) leadership • Q2 2025

    Question

    Benjamin Kallo questioned the company's operational bandwidth to manage multiple customer JDAs simultaneously from an employee and equipment standpoint. He also asked how much the manufacturing process must be altered for new customers while maintaining the non-exclusive arrangement with PowerCo.

    Answer

    CEO Siva Sivaram acknowledged there is a limit to how many high-touch customer engagements they can handle at once but affirmed that the new JDA is accounted for in current plans. He explained that while the core technology platform remains consistent, it is customized for each OEM's specific requirements, such as form factor or performance specifications, which is the focus of the JDA process.

    Ask Fintool Equity Research AI