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    Chip Moore • Roth Capital Partners, LLC

    Chip Moore's questions to Amprius Technologies Inc (AMPX) leadership

    Chip Moore's questions to Amprius Technologies Inc (AMPX) leadership • Q2 2025

    Question

    Chip Moore of Roth Capital Partners, LLC inquired about the light electric vehicle (LEV) market, seeking to understand its potential contribution and visibility given its lumpy nature. He also asked for confirmation on whether to expect sequential revenue growth in Q3.

    Answer

    CEO Kang Sun described the LEV market in Europe and Asia as a significant opportunity due to a revolution in vehicle design and battery standards that favor Amprius's technology. He noted the qualification time is short, offering near-term potential. Dr. Sun also affirmed that based on the current customer qualification pipeline, sequential revenue growth should be expected in Q3.

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    Chip Moore's questions to EnerSys (ENS) leadership

    Chip Moore's questions to EnerSys (ENS) leadership • Q1 2026

    Question

    Chip Moore of Roth Capital Partners inquired about the recovery in the Energy Systems segment, specifically the drivers and cadence in communications, and also asked about the margin trajectory following the new cost optimization program.

    Answer

    President & CEO Shawn O'Connell confirmed a recovery in telecom and broadband, driven by early-stage network build-outs and DOCSIS 4.0 upgrades. EVP & CFO Andrea Funk added that while Q1 was pressured by pre-tariff buying in the prior quarter, data center demand was robust, up 14% YoY. Regarding cost savings, Funk stated that the $80 million annualized program will begin to show material impact in the second half of the fiscal year, with $30-$35 million in savings expected in FY26, and that Q1 should represent the earnings low point for the year.

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    Chip Moore's questions to EnerSys (ENS) leadership • Q3 2025

    Question

    Chip Moore of ROTH Capital Partners asked for an update on the Specialty segment, focusing on visibility in aerospace and defense, the impact of the Bren-Tronics acquisition on order size, progress on the heavy-duty trucking aftermarket rollout, and the company's M&A appetite given its low leverage.

    Answer

    CEO David Shaffer and COO Shawn O'Connell confirmed strong performance and visibility in aerospace and defense, noting that customers like the stability EnerSys's balance sheet brings to Bren-Tronics, leading to larger order discussions. O'Connell added that new, more efficient production lines are coming online, which will be fully running by Q3 of the next fiscal year. Regarding M&A, Shaffer and CFO Andrea Funk confirmed the balance sheet is strong with leverage at 1.5x, and they are actively evaluating bolt-on acquisition opportunities.

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    Chip Moore's questions to Thermon Group Holdings Inc (THR) leadership

    Chip Moore's questions to Thermon Group Holdings Inc (THR) leadership • Q1 2026

    Question

    Chip Moore questioned the status of the large project pipeline for the Heat Trace business and followed up on the data center opportunity, asking about the timing of load bank deployment in the construction cycle and the go-to-market strategy.

    Answer

    President, CEO & Director Bruce Thames reported that the total bid pipeline was up 43% year-over-year, with recent wins in rail, transit, and LNG. He noted the full-year revenue profile now appears more back-half weighted, which is typical. Regarding data centers, Mr. Thames explained that load banks are used later in the construction cycle for commissioning and testing, and Thermon's go-to-market strategy is primarily direct, while also exploring partnerships with rental and technology firms.

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    Chip Moore's questions to Powell Industries Inc (POWL) leadership

    Chip Moore's questions to Powell Industries Inc (POWL) leadership • Q3 2025

    Question

    Chip Moore of Roth Capital Partners, LLC asked about the drivers of the strong electric utility results, the strategic rationale and North American potential for the REMSAK acquisition, the recent increase in short-cycle business, and the status of capacity expansion initiatives.

    Answer

    CEO Brett Cope explained that utility growth stems from a long-term strategy to become a trusted partner, now benefiting from a generation wave driven by data centers and general load growth. He detailed that the REMSAK acquisition provides a key technology for electrical automation with plans to leverage its next-gen platform in North America. CFO Mike Metcalf noted the short-cycle book-and-ship business cadence has increased to ~$50 million per quarter. Cope also confirmed the new Houston facility is operational and that the company is actively exploring further offshore-focused expansion.

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    Chip Moore's questions to Itron Inc (ITRI) leadership

    Chip Moore's questions to Itron Inc (ITRI) leadership • Q2 2025

    Question

    Chip Moore of Roth Capital Partners, LLC asked about the growth opportunity for Itron's edge intelligence solutions in Europe over the next several years, noting early signs of traction.

    Answer

    CEO Tom Deitrich confirmed a reemergence of interest in Europe for advanced grid solutions beyond basic metering. He stated that Itron is focused on selling complete, high-margin solutions and views Western Europe as an increasingly active market for its edge intelligence platforms in the coming years, complementing its already strong water business in the region.

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    Chip Moore's questions to Itron Inc (ITRI) leadership • Q4 2024

    Question

    Chip Moore asked about the biggest risks and potential upsides to the 2025 revenue outlook and inquired about the margin trajectory towards the 2027 targets, considering recent cost actions.

    Answer

    CFO Joan Hooper identified potential new trade policies as the biggest risk to the 2025 outlook, as none are currently assumed. She broke down the guidance, expecting Devices to be down, Networks to be flat-to-low growth (due to 2024's catch-up revenue), and Outcomes to have another strong year. Hooper expressed confidence in reaching the 2027 targets, noting that recent factory shutdowns will yield about $10 million in savings in 2025, and she expects gross margin to improve year-over-year.

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    Chip Moore's questions to Itron Inc (ITRI) leadership • Q3 2024

    Question

    Chip Moore asked for clarification on revenue pulled forward from 2025 into Q3 and the drivers behind the implied margin step-down in the Q4 outlook.

    Answer

    CEO Tom Deitrich and CFO Joan Hooper explained that some Q3 revenue strength was due to customers accelerating shipments planned for Q4 or early 2025. For the Q4 outlook, Hooper noted that margins will be impacted by seasonally higher OpEx, the non-recurrence of the Q3 tax benefit, and some minor productivity impacts from the final stages of factory closures.

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    Chip Moore's questions to Aspen Aerogels Inc (ASPN) leadership

    Chip Moore's questions to Aspen Aerogels Inc (ASPN) leadership • Q4 2024

    Question

    Chip Moore asked about the capital deployed at the halted Statesboro plant, the potential to repurpose assets, the speed of adding modular capacity externally, and the company's plans for capital allocation.

    Answer

    CFO Ricardo Rodriguez stated that some equipment from Statesboro will be moved to the Rhode Island facility, while other assets may be sent to external partners. On capital allocation, he mentioned opportunities for organic growth, M&A, and potential capital return to shareholders as the company evaluates its optimal cash balance.

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