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    Dan Weston

    Principal at WestCap Management

    Dan Weston is a Principal at WestCap Management, specializing in growth-stage technology and fintech investments, where he focuses on sourcing, evaluating, and managing portfolio companies such as Hopper, Addepar, and Storable. With a robust background in private equity and investment banking, he has helped deliver strong portfolio performance and successful exits, contributing to WestCap’s superior track record in private market returns. Dan began his career at Goldman Sachs within the investment banking division before joining WestCap in 2019, and is recognized for his analytical rigor and deep sector expertise. He holds FINRA Series 63 and 79 registrations and is an alumnus of the University of Pennsylvania’s Wharton School.

    Dan Weston's questions to DUOS TECHNOLOGIES GROUP (DUOT) leadership

    Dan Weston's questions to DUOS TECHNOLOGIES GROUP (DUOT) leadership • Q1 2025

    Question

    Asked about the ramp-up plan for the Edge Data Center guidance, sought an update on the Pampa data center park project, and inquired about how the company will allocate its power assets for new projects given the current portfolio is nearly sold out.

    Answer

    The executive expects the Edge Data Center ramp to be a combination of school district projects and hyperscaler involvement. Regarding the Pampa project, they are committed to developing it and expect to close on the property soon. For the power portfolio, they are focused on maintaining a high utilization rate and are assisting APR Energy in evaluating acquisitions of additional power assets to meet high demand.

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    Dan Weston's questions to DUOS TECHNOLOGIES GROUP (DUOT) leadership • Q3 2024

    Question

    Sought details on the Fortress agreement's revenue calculation and margins, the power business pipeline, plans to accelerate Edge Data Center deployment, the nature of the partnership with Ubiquity, and the 2025 rail subscription revenue forecast.

    Answer

    The $42M revenue depends on deployment activities. The pipeline for power is strong enough to sell out their current 850 MW capacity. Margins were not disclosed pending deal closure. EDC acceleration is being explored via partnerships with hyperscalers. The Ubiquity relationship is both a partnership (asset acquisition) and potential competition. Rail subscription revenue is forecasted at $2-3 million for 2025.

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    Dan Weston's questions to TETRA TECHNOLOGIES (TTI) leadership

    Dan Weston's questions to TETRA TECHNOLOGIES (TTI) leadership • Q3 2024

    Question

    Dan Weston asked for an update on the progress of the SandStorm trial in the Middle East and inquired about TETRA's status regarding applications for Department of Energy (DOE) funding.

    Answer

    CEO Brady Murphy clarified that after making necessary modifications, the SandStorm unit for the Middle East trial is being delivered in Q4 2024, with field trials now scheduled to begin in Q1 2025. CFO Elijio Serrano declined to comment on specific DOE funding applications, stating the company's policy is to announce successful outcomes rather than discuss ongoing processes.

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    Dan Weston's questions to IVAC leadership

    Dan Weston's questions to IVAC leadership • Q4 2023

    Question

    Asked for clarity on the delayed receivables, questioning if there was a dispute. He also sought to understand why the TRIO commercial terms weren't pre-defined in the JDA and confirmed that HDD shipments are halted pending payment.

    Answer

    The executive confirmed there is no dispute over the receivable amount and it's a timing issue. He explained the JDA process involves qualification followed by negotiation of a separate commercial agreement. He also confirmed that no materials will be supplied until the receivables are resolved and declined to provide a specific timeline for the resolution.

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