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Criag Irwin

Managing Director and Senior Research Analyst at Roth Capital

Craig Irwin is a Managing Director and Senior Research Analyst at Roth Capital Partners (Roth MKM), specializing in cleantech coverage including biofuels, advanced lighting, batteries, electric vehicles, and Utility of the Future companies. He covers companies such as TSLA, WOLF, REGI, and around 36-84 others primarily in energy, industrials, and technology sectors, with a mixed performance track record including a 46.54% success rate and 9.70% average return per transaction on TipRanks, though lower metrics like 29-30% success rate and negative average returns appear on other platforms such as StockAnalysis and MarketBeat. Irwin began his equity research career in cleantech in 2001 at firms including First Albany, Merriman Curhan Ford, and Wedbush before joining Roth in September 2014, and he holds a B.S. from the University of Rochester with prior experience as Director of Corporate Strategy at a publicly traded energy storage company.

Criag Irwin's questions to Gold.com (GOLD) leadership

Question · Q2 2026

Craig Irwin questioned Gold.com's ability to maintain inventory of popular SKUs amidst surging demand, its captive mint capacity, the throughput capacity and future aspirations for the AMGL facility, and the impact of non-controlling items on Q2 GAAP EPS, specifically regarding Sunshine Mint.

Answer

CEO Greg Roberts stated that Gold.com's balance sheet and two mints enable it to sell more products than competitors, with SilverTowne Mint ramping up from 200,000 to 800,000 ounces per week. The AMGL facility handled over 120,000 packages in December, with a goal of 150,000 packages per month, but similar large-scale facilities are not currently planned for Europe or Asia due to capital commitment. The negative impact on GAAP EPS was attributed to Sunshine Mint's facility consolidation and fluctuating demand from the U.S. Mint, which is considered an anomaly.

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