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    Dan Kutz

    Research Analyst at Morgan Stanley

    Dan Kutz is an Executive Director and equity research analyst at Morgan Stanley, specializing in capital goods and industrials with coverage of companies such as Chart Industries, Carrier Global, and Johnson Controls. He is recognized for providing actionable research, including setting price targets and maintaining investment ratings that have led to strong returns, ranking among the top analysts in his sector according to platforms like TipRanks. Kutz began his career in equity research at Morgan Stanley after prior experience in related financial roles and has steadily advanced to his current senior position over more than a decade. He holds FINRA registrations and securities licenses required for his analyst role, underscoring his professional credentials and expertise in providing investment recommendations.

    Dan Kutz's questions to Perimeter Acquisition Corp. I (PMTR) leadership

    Dan Kutz's questions to Perimeter Acquisition Corp. I (PMTR) leadership • Q1 2025

    Question

    Asked for an overview of the economic sensitivity across the company's business lines, whether macroeconomic concerns are affecting the transition to fluorine-free suppressants, and if there are any adjustments to the full-year 2025 financial outlook.

    Answer

    Management confirmed that the retardant and suppressant businesses have very low economic sensitivity, while the specialty products business has a modest link to miles driven. The transition to fluorine-free products continues unabated by macro concerns so far. The full-year financial assumptions remain unchanged, with strong Q1 working capital performance viewed as a timing benefit.

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    Dan Kutz's questions to ProFrac Holding (ACDC) leadership

    Dan Kutz's questions to ProFrac Holding (ACDC) leadership • Q4 2024

    Question

    Sought to confirm the active frac fleet count is now around 30 and if that is a reasonable number for 2025. Also asked about the Proppant business, specifically if market share gains are expected, whether any mines are fully shut down, and the outlook for the internal versus external sales mix.

    Answer

    Management confirmed the active fleet count is in the 'low 30s' and that is a safe assumption for the year, noting they will not grow further without supportive economic returns. Regarding proppant, they confirmed one Haynesville mine remains idle from 2024 while seven others are operational and seeing high utilization. They emphasized a focus on securing long-term commitments over short-term price gains, without detailing market share or sales mix targets.

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