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    George Tang

    Vice President and analyst at Alison Capital

    George Tang is a Vice President and analyst at Alison Capital, specializing in in-depth equity research with a focus on technology and growth sectors. Throughout his career, he has covered leading firms including Datadog, Cloudflare, and Snowflake, and is recognized for maintaining a consistently high success rate in his stock recommendations, often ranking among the top quartile of analysts on industry platforms such as TipRanks. Tang began his finance career in 2015 and joined Alison Capital as a senior investment associate before his promotion to Vice President in 2022, having previously held roles at Santander and an early analyst position at Barclays. He is a FINRA-registered representative, holding both Series 7 and Series 63 licenses, and is noted for several top-rated calls on emerging tech leaders in recent years.

    George Tang's questions to Lotus Technology (LOT) leadership

    George Tang's questions to Lotus Technology (LOT) leadership • Q4 2024

    Question

    George Tang from Alison Capital asked about the financial impact of the put option to acquire Lotus U.K., particularly on the balance sheet and debt ratio. He also inquired about Lotus's U.S. market strategy and sales targets in light of current tariffs.

    Answer

    CFO Daxue Wang clarified that the acquisition of Lotus U.K. is structured as a non-cash transaction and will not add a cash burden to the company. CEO Feng Qingfeng explained that while U.S. tariffs have halted the import of China-made lifestyle vehicles, the plans for U.K.-made sports cars are less affected. He noted a potential sales reduction of 200-300 units due to tariffs and mentioned that establishing manufacturing in the U.S. is being explored as a potential long-term solution.

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