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    Brett Reiss • Janney Montgomery Scott

    Brett Reiss is a Senior Vice President and Financial Advisor at Janney Montgomery Scott, specializing in comprehensive financial planning, business retirement plans, and college savings strategies for individual and institutional clients. Based in Garden City, NY, he delivers tailored investment and advisory solutions, leveraging years of industry experience to manage client portfolios with a disciplined, client-centered approach. Since joining Janney Montgomery Scott, Brett has established a reputation for attentive service and rigorous planning, and he is registered with FINRA as a securities representative. He holds a distinguished career as a trusted advisor in the financial services industry, consistently prioritizing the long-term interests of his clients.

    Brett Reiss's questions to CVD Equipment Corp (CVV) leadership

    Brett Reiss's questions to CVD Equipment Corp (CVV) leadership • Q4 2024

    Question

    Asked about the origin and future potential of a large $10 million silicon carbide order, the outlook for the PVT product line given Chinese competition, the company's relationships with major aerospace engine manufacturers, the potential for hiring engineering talent, and the company's strategy for managing potential tariffs.

    Answer

    The $10M order came from a customer in the industrial market who saw the company's advertised capabilities developed for aerospace; future similar orders depend on market expansion. The PVT market is very uncertain due to overcapacity and price cutting from China. The company has relationships with 3 of the 4 major gas turbine engine manufacturers. They are not currently looking to hire more engineers but are managing tariff risks by buying safety stock and note that some Chinese components remain cheaper even with tariffs.

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    Brett Reiss's questions to CVD Equipment Corp (CVV) leadership • Q4 2024

    Question

    Brett Reiss of Janney Montgomery Scott inquired about the origin and delivery timeline of a significant $10 million industrial order, the potential for similar deals, and the outlook for the PVT product line amid intense competition from China. He also asked about the company's relationships with major aerospace engine manufacturers, its strategy for managing potential tariffs, and its engineering hiring plans.

    Answer

    Executive Emmanuel Lakios explained the $10 million order originated from a customer who discovered the company's advertised large-volume silicon carbide system, which was initially developed for aerospace applications. He clarified that deliveries for this multi-system order are staggered and will extend into early 2026. While the technology is applicable to other industrial customers, new orders are contingent on market expansion. Lakios expressed significant uncertainty regarding new PVT system orders due to Chinese overcapacity and wafer price undercutting, suggesting the market needs 1-2 quarters to stabilize. He also highlighted that the company has now sold products to three of the four key gas turbine engine manufacturers. Regarding tariffs, Lakios noted the company is managing its supply chain and has not yet seen a severe impact, though it remains a risk for fiscal 2025.

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    Brett Reiss's questions to Evogene Ltd (EVGN) leadership

    Brett Reiss's questions to Evogene Ltd (EVGN) leadership • Q3 2024

    Question

    Inquired about the potential sales level and realistic sales run rate for the Yalos product in the next two years.

    Answer

    The company is optimistic about Yalos sales, citing positive farmer feedback and successful expansion to the soybean market. They anticipate sales will become significant and material to Evogene's revenues within two years.

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