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    Brian Lantier • Zacks Small Cap Research

    Brian Lantier's questions to Viomi Technology Co Ltd (VIOT) leadership

    Brian Lantier's questions to Viomi Technology Co Ltd (VIOT) leadership • Q4 2024

    Question

    Brian Lantier from Zacks Small Cap Research inquired about Viomi's expansion strategy, specifically their confidence in the U.S. market, details on the Malaysian partnership, and the go-forward strategy for Southeast Asia. He also asked about long-term gross margin targets for the different revenue categories and whether consumables are expected to have the highest margins.

    Answer

    Sam Yang, Head of Capital and Investment Department, affirmed the company's 'Global Water' strategy, highlighting a successful Kickstarter launch and subsequent Amazon sales in the U.S. as positive indicators. He confirmed a strategic partnership with the largest retailer in Malaysia to drive performance in Southeast Asia. Regarding margins, Mr. Yang stated that current gross margins are at the industry average and are expected to improve due to a better product mix, driven by the higher-margin Kunlun series and the 'decent' margin consumables business.

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    Brian Lantier's questions to Titan International Inc (TWI) leadership

    Brian Lantier's questions to Titan International Inc (TWI) leadership • Q3 2024

    Question

    Brian Lantier asked for feedback from recent agricultural trade shows, whether an interest rate 'tipping point' could restart the market, and if there was any discussion of demand pull-forward ahead of potential tariffs. He also questioned if the sales pitch to the military focuses on efficiency or performance and requested guidance on the year-end share count.

    Answer

    CEO Paul Reitz stated that the end of OEM destocking will be a key positive catalyst for Titan in 2025, and that the company's innovations generate significant energy at trade shows as customers seek efficiency in downturns. He explained the military sales pitch leverages this new technology to regain business lost long ago, making it an accretive opportunity. CFO David Martin provided an estimated year-end share count in the 63 million range following recent repurchases.

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