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    Graham Mattison • Water Tower Research

    Graham Mattison is a Senior Research Analyst at Water Tower Research, specializing in the analysis of industrial and sustainability sectors. He covers companies including Westport Fuel Systems, Advanced Emissions Solutions, and Soluna Holdings, drawing on more than 20 years of sell-side research and investor relations experience, including senior analyst roles at Lazard Capital Markets and First Albany Capital. While performance metrics such as TipRanks rankings and investment returns are not publicly available, Mattison has led successful equity raises, activist campaigns, and restructurings for NASDAQ-listed firms, demonstrating notable impact in corporate strategy and investor engagement. He holds an MBA from the Thunderbird School of Global Management, a BA from Hobart College, and the Investor Relations Charter (IRC) credential, though he is not FINRA registered or a licensed securities professional.

    Graham Mattison's questions to Arq Inc (ARQ) leadership

    Graham Mattison's questions to Arq Inc (ARQ) leadership • Q3 2024

    Question

    Graham Mattison asked about the end markets driving new GAC contracts, the level of demand from the RNG market, the typical contract lengths for GAC versus PAC, and whether future contract announcements would be bundled into quarterly updates rather than individual press releases.

    Answer

    CEO Robert Rasmus stated that new GAC contracts span a variety of end markets, including municipal water, respirating equipment, and RNG, as part of a deliberate diversification strategy. He confirmed that RNG demand is 'extremely strong' and could consume the entire production line. Rasmus clarified that GAC contracts range from 1 to 5 years to stagger maturities, while PAC contracts are typically longer. He also confirmed that future contract updates will likely be provided quarterly, reflecting that contracting is now a normal course of business.

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    Graham Mattison's questions to Greenland Technologies Holding Corp (GTEC) leadership

    Graham Mattison's questions to Greenland Technologies Holding Corp (GTEC) leadership • Q3 2023

    Question

    Asked about the drivers behind the strong gross margins, the future runway for margin expansion versus revenue growth, the impact of the HEVI ASP service model, and the status of demo programs with large rental companies.

    Answer

    Gross margin growth is driven by both operational efficiency and a shift to higher-margin products, with a potential runway to 34-35%. Future growth will be driven by margins in the core business and revenue from the HEVI line. The ASP service model is progressing, but its expansion is tied to product sales. Partnerships with rental companies are active, with potential announcements in 2024 but financial impact likely in 2025.

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