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Managing Director and Senior Analyst at Canaccord
George Gianarikas is a Managing Director and Senior Analyst at Canaccord Genuity, specializing in sustainability and mobility sectors with a focus on companies such as Tesla, Rivian, USA Rare Earth, Generac Holdings, NuScale Power, and Arbe Robotics. He consistently delivers strong performance, maintaining a 49% profitable recommendation rate and an average return of 24.6% per rating, with notable successes such as a +638.2% return on NuScale Power. Beginning his career at Bear Stearns in 2000, Gianarikas spent over 15 years at top asset managers including Wellington, Putnam, Alydar Capital, and Diametric Capital, and later joined Baird as a senior analyst before moving to Canaccord Genuity. He holds professional credentials including FINRA registration and securities licenses, earning strong recognition among his peers for his expertise and research leadership.
George Gianarikas asked about the competitive environment in the U.S. and internationally, inquiring about any recent changes.
President and CEO Julian Nebreda noted no significant changes internationally, but observed a growing preference in the U.S. for domestic or non-PFE manufacturers, even when not legally mandated, to safeguard projects.
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FLNC's earnings beat/miss a week before the call
George Gianarikas from Canaccord inquired about the previously guided $50-$70 million revenue opportunity for Ytterbium-176 and Silicon-28 in 2026-2027, asking if this guidance remains unchanged. He also sought details on capital commitments and revenue/EBITDA opportunities for new isotope facilities planned for 2026, and asked about the new LEU Plus opportunity for Quantum Leap Energy, including its strategic implications and customer details. Finally, he questioned the future revenue contribution from Skyline Builders.
Interim CEO and COO Robert Ainscow stated that prior revenue guidance for 2026-2027 remains unchanged but they are not yet ready to provide updated forecasts due to operational complexities and confidentiality constraints with customers and regulators. He also declined to provide detailed capital and revenue projections for new isotope facilities at this time. CEO of Quantum Leap Energy, Rhino Pretorius, clarified that LEU Plus is a customer-driven subcategory of HALEU (5-10% enrichment) that modernizes existing reactors and is a strategic step towards HALEU production, generating early revenue from new customers, not TerraPower. He could not disclose the customer's location. Regarding Skyline Builders, Pretorius confirmed that the construction revenue is not expected to continue as the acquisition's goal is to secure critical raw material supply chains for QLE.
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ASPI's earnings beat/miss a week before the call
George Gianarikas sought insights into the ongoing conversations with OEMs, including positive developments and reasons for any decision push-outs. He also asked for guidance on how to model revenue ramp, OpEx, and cash burn for 2026 and 2027.
Co-Founder and CEO Kobi Marenko noted positive dialogues with OEMs, attributing earlier decision delays to tariff uncertainties, but now sees a clear path forward. He highlighted Arbe's competitive advantage in pricing for high-end radar. For 2026, Kobi Marenko expects most revenues from non-automotive sectors (e.g., yachts, small cities) and a ramp-up from China via HiRain. CFO Karine Pinto-Flomenboim added that current OpEx supports these revenues and 2027, with a stable OpEx level anticipated until the automotive industry ramp-up, which would then necessitate an increase in headcount, primarily customer-facing.
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ARBE's earnings beat/miss a week before the call