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    Gordon Johnson

    Research Analyst at GLJ Research

    Gordon Johnson is the CEO and Founder of GLJ Research, where he leads as Senior Equity Research Analyst with over 15 years of experience specializing in sectors such as steel, iron ore, graphite electrodes, electric vehicles, and solar energy. He covers companies including Tesla, Cameco, SolarCity, and US Steel, and was ranked first among analysts on TipRanks in 2013, with Bloomberg recognizing him as a top stock picker since 2008. Johnson began his career at Axiom Capital, later joining The Vertical Trading Group as General Manager before founding GLJ Research in 2019, and is known for high-profile media appearances and delivering strong investment calls. His credentials include extensive institutional research experience though specific securities licenses or FINRA registrations are not publicly listed.

    Gordon Johnson's questions to DAQO NEW ENERGY (DQ) leadership

    Gordon Johnson's questions to DAQO NEW ENERGY (DQ) leadership • Q2 2025

    Question

    Gordon Johnson of GLJ Research asked if intentionally holding back sales in Q2 implies significantly higher sales in Q3 and Q4. He also questioned if the company is currently transacting at the high-40s to low-50s RMB price level and whether this would lead to a positive gross margin in Q3.

    Answer

    Deputy CEO Anita Zhu confirmed sales were held back due to below-cost pricing and will resume as prices recover. CFO Ming Yang clarified that while the company aims to sell above production cost and reduce inventory, a positive gross margin in Q3 is unlikely due to significant non-cash depreciation costs from idle facilities. However, he expects sales to be cash-flow positive. He also corrected the price calculation, noting the quoted RMB price includes a 13% VAT.

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    Gordon Johnson's questions to CAMECO (CCJ) leadership

    Gordon Johnson's questions to CAMECO (CCJ) leadership • Q1 2025

    Question

    Gordon Johnson asked how projected demand for uranium is influencing Cameco's current investment in new exploration, noting a recent global slowdown in exploration activity.

    Answer

    CEO Tim Gitzel confirmed that exploration remains a 'very, very important' part of Cameco's strategy. He mentioned the appointment of a new VP of Exploration and stated that the company has continued to hold its best properties in the Athabasca Basin and has been actively growing its exploration budget over the last few years to prepare for future demand.

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    Gordon Johnson's questions to CAMECO (CCJ) leadership • Q3 2024

    Question

    Gordon Johnson asked about uranium price seasonality, the strength in enrichment prices, and whether contracting has strengthened since the World Nuclear Association symposium.

    Answer

    Executive VP and CFO Grant Isaac attributed seasonality to the nuclear industry's September-to-August calendar and noted short-term 'month-end games' can soften spot prices. He confirmed strong off-market contracting activity post-symposium, evidenced by 40 million pounds of newly reported contracts, but noted the negotiation of price floors/ceilings has stalled slightly due to the recent spot price dip.

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    Gordon Johnson's questions to Enphase Energy (ENPH) leadership

    Gordon Johnson's questions to Enphase Energy (ENPH) leadership • Q4 2024

    Question

    Gordon Johnson cited data suggesting a competitor, Tesla, was gaining significant market share in both storage and inverters in California and asked if Enphase was experiencing these trends or managing to regain share.

    Answer

    President and CEO Badrinarayanan Kothandaraman did not comment on competitors but vigorously defended Enphase's value proposition. He stated the fourth-generation battery will make them 'best-in-class' for backup, addressing a prior limitation. He emphasized key differentiators like modularity, a 15-year warranty, superior serviceability, higher energy production from microinverters, and new software features that solve key installer and homeowner pain points.

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