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David Frank

Research Analyst at Zimmer Partners, LP

David Frank is an Analyst at Zimmer Partners, specializing in equity research and investment analysis within the finance, health, and technology sectors. He plays a key role in evaluating and tracking companies that span these industries, leveraging deep analytical skills to inform portfolio management decisions. Frank began his career in equity analysis and has held noteworthy positions including Analyst-Equity and Portfolio Manager-Equities before joining Zimmer Partners, a New York-based hedge fund firm. His background includes an undergraduate degree and possibly an MBA, supporting his expertise in financial markets, though specific professional license details are not publicly available.

David Frank's questions to PG&E (PCG) leadership

Question · Q2 2025

David Frank of Zimmer Partners asked if PG&E's confidence in its earnings growth targets is supported by capital redeployment options, such as FERC transmission investments or accretive stock buybacks.

Answer

CEO Patti Poppe confirmed their confidence is based on having significant optionality. She emphasized the high demand for capital to improve safety, reliability, and serve new load growth. While acknowledging that being attractive to investors can take different forms, she stated her primary confidence stems from achieving an effective legislative outcome that supports their 'simple affordable model' of delivering capital and earnings growth while reducing customer costs.

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Question · Q2 2025

David Frank of Zimmer Partners asked if PG&E's confidence in its earnings growth is supported by capital redeployment options, such as FERC transmission investments or accretive stock buybacks, given the current stock valuation.

Answer

CEO Patti Poppe confirmed their confidence is based on having significant optionality. She highlighted the strong demand for capital to improve safety, reliability, and serve new load growth. While emphasizing that their primary plan relies on a constructive legislative outcome, she acknowledged that being attractive to investors 'can take different forms' if necessary.

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