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    Brian Wright

    Managing Director and Senior Research Analyst at ROTH MKM

    Brian Wright is a Managing Director and Senior Research Analyst at Roth MKM, specializing in AgTech and the broader agribusiness sector. He covers specific companies including Corteva, Bioceres Crop Solutions, Lindsay, Phibro Animal Health, and urban-gro, among others, and has a performance record that includes a 38% success rate and average returns of -17.5% according to TipRanks, with notable highs such as a 103.7% upside call on Phibro Animal Health. Wright began his finance career at IBM and subsequently held positions at Bear Stearns, Jefferies, Bank of America Merrill Lynch, and Citadel, joining Roth in 2021 after serving in investor relations roles for various life sciences and healthcare firms. He holds recognition as a former Wall Street Journal 'Best on the Street' analyst, was ranked #1 in the U.S. for healthcare provider sector in 2008, and has received top rankings in estimate accuracy and stock picking from StarMine.

    Brian Wright's questions to urban-gro (UGRO) leadership

    Brian Wright's questions to urban-gro (UGRO) leadership • Q3 2023

    Question

    Asked for details on the Q4 G&A outlook considering the end of salary-for-stock deferrals, the end-market composition of the backlog, the drivers behind the strong Q4 revenue guidance, and the impact of recent events like Ohio's legalization.

    Answer

    The Q4 G&A increase will be minor (~$200k). The backlog is over two-thirds CEA, while revenue is two-thirds non-CEA due to differing project lengths. Confidence in the Q4 revenue ramp comes from a strong sales funnel of large construction projects and the existing backlog burn rate. Near-term optimism is driven more by the resolution of licensing delays in existing legal states rather than new markets like Ohio.

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    Brian Wright's questions to BHIL leadership

    Brian Wright's questions to BHIL leadership • Q3 2023

    Question

    Inquired about the status of the tolling agreement for the Seymour facility, the relative value of different genetic traits in creating per-acre value, and the commercialization strategy for their high-protein seeds.

    Answer

    The tolling agreement for the Seymour facility is still under negotiation. The primary driver of value creation is the higher protein content, which allows animal feed producers to replace more expensive ingredients. Low oligosaccharides (improving digestibility) and enhanced amino acids are also significant value drivers. The commercialization strategy relies on end-market pull from animal feed companies, who will see the value benefit and drive farmers to contract and plant the seeds.

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    Brian Wright's questions to Moolec Science (MLEC) leadership

    Brian Wright's questions to Moolec Science (MLEC) leadership • Q1 2023

    Question

    Brian Wright of ROTH Capital inquired about Moolec's first-quarter results for its Molecular Farming technologies, specifically asking for the practical effects of achieving 60% GLA expression levels in safflower and how this compares to standard yields.

    Answer

    Co-Founder & CEO Gaston Paladini and Chief Science Officer Amit Dhingra responded. Dhingra detailed significant progress, highlighting that in safflower, GLA oil expression reached 60% of total oil content, exceeding the 50% expectation and improving production economics without impacting overall plant performance. He also noted the project received full USDA regulatory approval. For soybeans, the project advanced to the T2 generation, and in peas, the desired gene's presence was confirmed via PCR.

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