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    Gerry Sweeney • Roth Capital Partners, LLC

    Gerry Sweeney's questions to Consolidated Water Co Ltd (CWCO) leadership

    Gerry Sweeney's questions to Consolidated Water Co Ltd (CWCO) leadership • Q2 2025

    Question

    Gerry Sweeney of Roth Capital Partners, LLC inquired about market opportunities in both the U.S. and Caribbean, specifically asking about the project pipeline for PERC and REC in the U.S. Southwest and growth prospects in The Bahamas. He also questioned how the expansion of the Aerex manufacturing facility would impact growth and what the key drivers are for that segment.

    Answer

    CEO Frederick McTaggart detailed a strong wastewater project pipeline in Arizona with projects ranging from $10-30 million, O&M renewals in California, and new design-build opportunities in Colorado. In the Caribbean, he confirmed the focus remains on the Cayman Islands and The Bahamas. Regarding manufacturing, McTaggart and CFO David Sasnett explained that the facility expansion increases capacity for larger projects and improves throughput. They identified the nuclear sector, new municipal water treatment plants in Florida, and pipe fabrication as the primary growth drivers for the segment.

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    Gerry Sweeney's questions to Purecycle Technologies Inc (PCT) leadership

    Gerry Sweeney's questions to Purecycle Technologies Inc (PCT) leadership • Q2 2025

    Question

    Gerry Sweeney inquired if PureCycle plans to narrow its market focus to maximize returns and sought clarification on the exclusivity agreement with Procter & Gamble in Asia.

    Answer

    CEO Dustin Olson explained that while the company will eventually focus on the most profitable market segments, the current strategy for the Ironton facility is to prove its technology across a broad range of applications. This approach facilitates price discovery and builds a robust demand pipeline for future large-scale plants. Olson clarified that under its public license agreement with P&G, building a facility in a region like Asia grants PureCycle technology exclusivity in that region for the life of the patents.

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    Gerry Sweeney's questions to NPK International Inc (NPKI) leadership

    Gerry Sweeney's questions to NPK International Inc (NPKI) leadership • Q2 2025

    Question

    Gerry Sweeney from Roth Capital Partners asked about geographic areas where NPKI is not yet present but sees growth opportunities, and whether the entry strategy would be organic or through M&A. He also questioned the balance between accelerating growth and potential short-term margin impacts.

    Answer

    President and CEO Matthew Lanigan highlighted the Midwest as an area where NPKI is looking to increase fleet density. He explained that the company is managing inventory scale in line with opportunities and continuously assesses the trade-off between ramping up fleet build for future projects and its immediate financial impact, avoiding a speculative 'build it and they will come' approach.

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    Gerry Sweeney's questions to CECO Environmental Corp (CECO) leadership

    Gerry Sweeney's questions to CECO Environmental Corp (CECO) leadership • Q2 2025

    Question

    Gerry Sweeney of Roth Capital Partners, LLC asked about the achievability of mid-teens EBITDA margins in the next 1-2 years, the strategic trade-off between growth investment and margin expansion, any foreign exchange impacts, and the typical time lag for CECO's orders following a major power gen announcement.

    Answer

    CEO Todd Gleason reiterated that mid-teens EBITDA margins remain a long-term goal but stated the company is currently prioritizing investments to capture significant growth opportunities, which he considers a worthwhile trade-off. He confirmed any foreign exchange impact was de minimis and that the typical lag between a major OEM power generation order announcement and CECO securing its portion of the project is six to twelve months.

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    Gerry Sweeney's questions to AZZ Inc (AZZ) leadership

    Gerry Sweeney's questions to AZZ Inc (AZZ) leadership • Q1 2026

    Question

    Gerry Sweeney of ROTH Capital Partners, LLC requested details on the recent Canton acquisition, focusing on its spin galvanizing capabilities, the potential to leverage existing AZZ customers, and the facility's revenue capacity.

    Answer

    President & CEO Tom Ferguson explained that the Canton facility adds spin galvanizing services and a new customer base that can be cross-leveraged with a nearby AZZ structural galvanizing plant. He characterized the deal as a strategic way to optimize capabilities in the region, estimating it could add $5-6 million in incremental volume and marked a welcome return to the bolt-on acquisition market for the company.

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