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    Gavin Smith

    Research Analyst at Evest Collective

    Gavin Smith is an Analyst at Evest Collective with a specialization in financial performance analysis for companies in the construction and industrial sectors. He has provided coverage on firms navigating complex cash flow and profitability challenges, and is known for actionable insights that have helped businesses simplify financial management and elevate performance. Beginning his career in financial analysis and coaching, Gavin built a reputation for demystifying accounting concepts, making him a sought-after expert for both owners and executives in the industry. Smith’s background includes formal training in finance, and his hands-on roles reflect a deep understanding of profit and loss management, though specific securities licenses and performance rankings have not been publicly disclosed.

    Gavin Smith's questions to Lotus Technology (LOT) leadership

    Gavin Smith's questions to Lotus Technology (LOT) leadership • Q3 2024

    Question

    Gavin Smith from Evest Collective asked if the trend of declining operating expenses would continue into Q4 and 2025, seeking clarity on the key drivers. He also requested guidance on the expected full-year loss for 2024 and the outlook for 2025.

    Answer

    CEO Feng Qingfeng attributed the OpEx reduction to a 'Lean' strategy, focusing on smaller, efficient retail shops, targeted R&D on high-margin tech like ADAS, and leveraging Geely's resources for EV architecture to share costs. CFO Alexious Lee addressed the outlook, reiterating the 'Win2026' strategy targets of 30,000 units and 20% gross margin. He stated that 2025 guidance would be provided in early 2025 but suggested 2025 performance would be a midpoint step towards the 2026 goals.

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    Gavin Smith's questions to Lotus Technology (LOT) leadership • Q3 2024

    Question

    Gavin Smith from Evest Collective asked if the four-quarter trend of declining operating expenses would continue into Q4 and 2025, what the key drivers for this reduction are, and for expectations on the full-year total loss for 2024 and 2025.

    Answer

    CEO Feng Qingfeng confirmed the company's 'Lean' strategy is driving cost reductions through smaller, more efficient retail shops and focused R&D on high-margin areas like ADAS and intelligent chassis, while leveraging Geely's resources for EV architecture. CFO Alexious Lee addressed the outlook, stating the company maintains its 2024 guidance and is focused on its 'Win2026' strategy. He indicated that formal 2025 guidance would be issued in early 2025, positioning it as a midpoint year towards the 2026 goals.

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