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    David Sunderland

    Managing Director and Senior Equity Research Analyst at Baird

    David Sunderland is a Managing Director and Senior Equity Research Analyst at Baird, specializing in the industrial and transportation sectors. He provides in-depth coverage of key publicly traded companies within these sectors, applying fundamental analysis to generate actionable investment insights and supporting Baird’s institutional investor clients. Sunderland has maintained a robust performance track record, contributing to Baird’s overall analyst success rate of nearly 55% and average returns around 8.2% according to TipRanks rankings. With a career spanning several years at Baird, he brings a wealth of expertise and is credentialed through FINRA with various securities licenses to support his research and investment advisory work.

    David Sunderland's questions to Lucid Group (LCID) leadership

    David Sunderland's questions to Lucid Group (LCID) leadership • Q1 2025

    Question

    David Sunderland from Baird sought more details on the KAUST partnership, including financial commitments and R&D focus. He also asked if global tariff uncertainty could paradoxically increase interest in Lucid's technology licensing or component manufacturing, given its U.S. base and excess capacity.

    Answer

    Interim CEO Marc Winterhoff emphasized the significant, asset-light benefits of the KAUST partnership, highlighting access to supercomputing power for AI and ADAS development with minimal financial commitment from Lucid. He confirmed that Lucid is already a component manufacturer for one partner and is open to more, noting that the recent acquisition of Nikola assets provides more optionality and has already led to inbound inquiries for joint manufacturing. CFO Taoufiq Boussaid reiterated the partnership is an asset-light way to accelerate their go-to-market strategy.

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    David Sunderland's questions to DARLING INGREDIENTS (DAR) leadership

    David Sunderland's questions to DARLING INGREDIENTS (DAR) leadership • Q4 2024

    Question

    David Sunderland asked if the contracting process for Sustainable Aviation Fuel (SAF) is accelerating now that Diamond Green Diesel has proven its ability to reliably produce and deliver the product.

    Answer

    Matt Jansen, COO of North America, confirmed that they are seeing a pickup in customer interest for SAF contracts spanning one to three years. He stated that proving DGD's production reliability has significantly increased customer confidence, boosting demand on top of an already healthy sales book.

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    David Sunderland's questions to QuantumScape (QS) leadership

    David Sunderland's questions to QuantumScape (QS) leadership • Q4 2024

    Question

    David Sunderland of Baird asked about the company's appetite for discussions with Chinese OEMs and whether any competitors were challenging QuantumScape's intellectual property or technological lead.

    Answer

    CEO Siva Sivaram declined to comment on specific customer geographies beyond the existing partnership with Volkswagen/PowerCo, citing confidentiality. On competition, he asserted QuantumScape's leadership, highlighting its transparent data reporting on its 'no-compromise' battery, which he claims no competitor consistently matches.

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