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    David Kane

    Research Analyst at Private Investor

    David Kane is the leader of Alvarez & Marsal’s Alternative Investments practice across EMEA, leveraging over 17 years of expertise in operational transformation, regulatory due diligence, and fund launch strategy within the asset management and private equity sectors. He has worked closely with international fund and corporate services providers, private equity managers, and wealth managers, directly supporting major projects such as operating model design and cross-border mergers impacting diverse business lines. Kane began his career at EY, where he served as a Partner in the UK Wealth & Asset Management consulting practice prior to joining Alvarez & Marsal. He holds a bachelor’s degree in finance (accounting concentration) from the College of William & Mary.

    David Kane's questions to CVD EQUIPMENT (CVV) leadership

    David Kane's questions to CVD EQUIPMENT (CVV) leadership • Q4 2024

    Question

    Inquired about the status of spare parts orders for a major aerospace customer, the potential for new customers in the battery materials sector beyond 1D, feedback on the PVT200 system currently under evaluation, and whether the recent improvement in operating margins is a sustainable trend.

    Answer

    Spare parts orders for the aerospace customer, which had stalled during COVID, are beginning to increase again. While 1D has strong IP, the company is exploring opportunities with other battery material companies using different CVD processes. The PVT200 system is meeting or exceeding performance specifications, but further orders depend on both technical validation and market demand, which is currently weak. The improved operating margins are due to efficiencies gained after the first article build and are expected to be sustainable if volume is maintained.

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