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    Bobby Brooks • Northland Capital Markets

    Bobby Brooks's questions to Excelerate Energy Inc (EE) leadership

    Bobby Brooks's questions to Excelerate Energy Inc (EE) leadership • Q2 2025

    Question

    Bobby Brooks from Northland Capital Markets sought clarification on the Caribbean hub-and-spoke model, asking if it would involve acquiring new vessels. He also requested a broader update on global growth initiatives, particularly in Europe and Vietnam.

    Answer

    EVP & Chief Commercial Officer Oliver Simpson confirmed the hub-and-spoke model would likely require expanding their asset base with new, smaller vessels and onshore facilities to deliver a complete solution to customers on other islands. President, CEO & Director Steven Kobos addressed global strategy, affirming that while the Caribbean is a key focus, the company remains global. He cited the successful operation of the FSRU Excelsior in Germany as a key part of their European presence and reiterated their continued engagement and willingness to invest significantly in Vietnam with partners like Petro Vietnam.

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    Bobby Brooks's questions to Atmus Filtration Technologies Inc (ATMU) leadership

    Bobby Brooks's questions to Atmus Filtration Technologies Inc (ATMU) leadership • Q2 2025

    Question

    Bobby Brooks of Northland Capital Markets followed up on the organic entry into the industrial filtration space announced in the prior year, asking about market reception and any lessons learned from the product launch.

    Answer

    CEO Steph Disher responded that while M&A remains the primary path for industrial filtration expansion, the company is taking organic steps. She characterized the growth from new organic products as modest, around $5 million for the year, and noted it primarily serves to build organizational capability and market understanding. Key lessons learned reinforced the importance of leveraging the company's strength in channel management and ensuring speed to market.

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    Bobby Brooks's questions to RealReal Inc (REAL) leadership

    Bobby Brooks's questions to RealReal Inc (REAL) leadership • Q2 2025

    Question

    Bobby Brooks from Northland Capital Markets asked for more details on the expansion to 'luxury vendors' and 'international consignors' via the dropship program. He also inquired about the scalability and headcount changes of the luxury manager sales force relative to GMV growth, and later followed up on where the Athena platform creates the most cost savings.

    Answer

    President and CEO Rati Sahi Levesque clarified that the international expansion refers to the dropship channel, which is in a 'test and learn' phase but could be a future growth driver. She explained that sales force efficiency is driven by improved processes and compensation structures, not just headcount. CFO Ajay Gopal added that the Athena platform drives efficiency from item arrival to listing, impacting the 'operations and technology' expense line.

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    Bobby Brooks's questions to Crane NXT Co (CXT) leadership

    Bobby Brooks's questions to Crane NXT Co (CXT) leadership • Q2 2025

    Question

    Bobby Brooks of Northland Capital Markets inquired about the specific actions being taken to improve margins at the acquired De La Rue business and asked for commentary on the market opportunity in luxury goods authentication.

    Answer

    President & CEO Aaron Saak detailed that margin enhancement actions are well underway, including organizational simplification, site footprint consolidation, and product line rationalization using the Crane Business System (CBS). He confirmed the rising trend of counterfeiting validates the large market opportunity for authentication, stating that while brand adoption can be slow, the trajectory is clear, and Crane NXT is positioned as the leading technology provider to capture this demand.

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    Bobby Brooks's questions to Crane NXT Co (CXT) leadership • Q3 2024

    Question

    Bobby Brooks inquired about the growth strategy for the product authentication business and its potential to exceed mid-single-digit growth. He also asked for more details on the OpSec sports league pilot program and whether future M&A would continue to focus on authentication or shift toward CPI.

    Answer

    President and CEO Aaron Saak stated that while the market grows at mid-single-digits, Crane NXT has an opportunity to outperform through share-of-wallet expansion and new technology offerings. Executive Christina Cristiano described the sports league deal as a pilot program with a few teams, born from strong customer relationships, with potential for expansion. Aaron Saak concluded that M&A will remain disciplined and focused on shareholder value, with a healthy funnel in authentication and other areas, maintaining a pace of 1-2 deals per year.

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    Bobby Brooks's questions to Groupon Inc (GRPN) leadership

    Bobby Brooks's questions to Groupon Inc (GRPN) leadership • Q2 2025

    Question

    Bobby Brooks of Northland Capital Markets inquired about the drivers of AI-powered search growth, the execution of the "microcategory" strategy, potential triggers for share buybacks after the recent refinancing, and the dynamic between billings and revenue growth.

    Answer

    CEO Dusan Senkypl attributed AI traffic growth to platform investments that make Groupon a better partner for AI engines, noting this is a key growth area. He described the microcategory strategy as a long-term process of deep dives to customize the user experience. On capital allocation, he confirmed both buybacks and M&A are being considered with discipline. COO Jiri Ponrt explained the billings-to-revenue growth gap is driven by higher redemption rates and a business mix shift toward lower take-rate deals.

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    Bobby Brooks's questions to Groupon Inc (GRPN) leadership • Q1 2025

    Question

    Bobby Brooks of Northland Capital Markets inquired about the drivers for the 43% YoY growth in North American merchants billing over $1 million. He also asked about a new, seamless checkout process for sports tickets and questioned if the expansion of double-digit growth from 5 to 10 top metros indicated a broader rollout of the go-to-market strategy.

    Answer

    CEO Dusan Senkypl attributed the strong merchant performance to a 'hyper geo approach' focusing on quality inventory in key locations and confirmed the metric was on a trailing 12-month basis. He stated the improved checkout is a direct result of the new, more agile tech platform. Senkypl also explained that the metro growth expansion was due to sales capacity timing and confirmed they are now applying the successful go-to-market strategy more broadly, moving from 'defense to offense'.

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    Bobby Brooks's questions to Select Water Solutions Inc (WTTR) leadership

    Bobby Brooks's questions to Select Water Solutions Inc (WTTR) leadership • Q2 2025

    Question

    Bobby Brooks of Northland Capital Markets questioned if a new Eddy County contract would accelerate payback on existing projects, asked about the economics of customers conveying assets to Select, and sought to confirm the implied $400M+ annual revenue run-rate for Water Infrastructure exiting 2026.

    Answer

    EVP & CFO Christopher George explained the new contract requires about $40 million in additional CapEx but improves overall system economics and commercialization opportunities. EVP & COO Michael Skarke added that the value of customers conveying assets lies in the network effect it creates, allowing Select to provide better service. George confirmed that the guided growth trajectory implies a quarterly revenue run-rate for the Water Infrastructure segment that would surpass $400 million annually by the end of 2026.

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    Bobby Brooks's questions to Tetra Technologies Inc (TTI) leadership

    Bobby Brooks's questions to Tetra Technologies Inc (TTI) leadership • Q2 2025

    Question

    Bobby Brooks from Northland Capital Markets asked about the key assumptions underpinning the second-half revenue guidance, given that significant CS Neptune revenue and seasonal chemical sales from H1 would not repeat. He also sought clarification on the design and scalability of the first commercial OASIS desalination project.

    Answer

    President & CEO Brady Murphy clarified that overall deepwater activity, not just the Neptune project, was exceptionally strong in H1 and confirmed the OASIS project is being designed in scalable 25,000 barrel-per-day increments for versatility across the Permian. SVP & CFO Elijio Serrano added that while U.S. land activity is soft, TETRA's technology is a differentiator, and he pointed to 2026 drivers like the EOS ramp-up and a full year of the Brazil deepwater project.

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    Bobby Brooks's questions to Tetra Technologies Inc (TTI) leadership • Q4 2024

    Question

    Bobby Brooks questioned the customer traction for the Oasis beneficial reuse project since its commercial launch, whether any pilot projects are officially secured, and the scale of the CS Neptune project pipeline for 2025 compared to 2024.

    Answer

    CEO Brady Murphy confirmed that momentum for the Oasis solution is building and customer discussions are deepening, though regulatory and logistical complexities take time to resolve. He expressed extremely high confidence that multiple pilots will begin in H1 2025. For CS Neptune, he clarified the current three-well project underpins H1 guidance and that the overall pipeline of opportunities is expected to increase year-over-year.

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    Bobby Brooks's questions to CECO Environmental Corp (CECO) leadership

    Bobby Brooks's questions to CECO Environmental Corp (CECO) leadership • Q2 2025

    Question

    Bobby Brooks from Northland Capital Markets inquired about the scale of international opportunities, particularly following the Saudi Arabia office launch, compared to the domestic market. He also asked for clarification on why the project delays that affected 2024 results have now subsided.

    Answer

    CEO Todd Gleason and CFO Peter Johansson detailed their strategic international expansion, noting the business is approaching a 50/50 revenue split between North America and the rest of the world. The Saudi office is part of a broader push into high-growth regions. Regarding project delays, management explained that the unique issues from 2024, where a few large projects were held up by customers, have been resolved and the execution schedule has returned to normal, with no similar widespread delays anticipated.

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    Bobby Brooks's questions to Phinia Inc (PHIN) leadership

    Bobby Brooks's questions to Phinia Inc (PHIN) leadership • Q2 2025

    Question

    Bobby Brooks of Northland Capital Markets inquired about the key dynamics driving the strong Q2 business rebound, the nature of conversations at the Paris Air Show regarding PHINIA's aerospace initiatives, and the strategic rationale behind the acquisition of SEM.

    Answer

    President & CEO Brady Ericson explained that the Q2 rebound followed a slower-than-expected Q1 ramp-up due to customer inventory adjustments, with momentum now carrying into the second half. Regarding aerospace, he noted positive meetings with partners like Safran and confirmed certification is on track for a Q4 launch. For the SEM acquisition, Ericson highlighted the opportunity to create integrated system solutions by combining SEM's ignition systems with PHINIA's fuel injection and control units for alternative fuels, while leveraging PHINIA's global scale to accelerate SEM's growth.

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    Bobby Brooks's questions to Solaris Energy Infrastructure Inc (SEI) leadership

    Bobby Brooks's questions to Solaris Energy Infrastructure Inc (SEI) leadership • Q2 2025

    Question

    Bobby Brooks questioned if the 2026 delivery timeline for Solaris's open megawatt capacity is perceived negatively by data center customers, potentially delaying new contract signings until closer to that date.

    Answer

    Chairman & CEO William Zartler strongly refuted this, stating that the logic 'makes no sense.' He explained that data center and utility customers operate on very long planning horizons, ordering large-frame turbines and planning nuclear projects years in advance. In this context, Solaris's ability to deliver capacity by mid-2026 is often seen as a positive and surprisingly fast solution.

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