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    Greg Lewis

    Managing Director and Senior Energy and Infrastructure Analyst at BTIG

    Gregory Lewis is a Managing Director and Senior Energy and Infrastructure Analyst at BTIG, specializing in electric vehicles, renewables, maritime transportation, and next-generation infrastructure opportunities. He covers a broad range of companies, including Genco Shipping & Trading Limited, and has issued investment calls with a track record showing a 47.25% success rate and 4.3% average return, according to recent performance metrics. Lewis began his career as an engineer, then transitioned to finance with roles at Fortis Bank as a Shipping and Oil Services Analyst and at Credit Suisse as Global Head of Maritime Research, before joining BTIG. He holds a CFA charter, is a FINRA-registered securities professional, and earned a BS in ocean engineering from the University of Rhode Island.

    Greg Lewis's questions to National Energy Services Reunited (NESR) leadership

    Greg Lewis's questions to National Energy Services Reunited (NESR) leadership • Q2 2025

    Question

    Greg Lewis inquired about the general trend in service contract durations in the MENA region and whether they are expected to expand.

    Answer

    CEO Sherif Fota explained that contract durations are stable and long-term focused, with most new tenders being for three, five, or seven years, and some extending to nine years. He noted that the five-year mark is common as it encourages service companies to make long-term, in-country value investments in manufacturing and R&D, which is a critical factor for customers when awarding contracts.

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    Greg Lewis's questions to Workhorse Group (WKHS) leadership

    Greg Lewis's questions to Workhorse Group (WKHS) leadership • Q2 2025

    Question

    Greg Lewis from BTIG asked about the strategic opportunity for the Class A school bus business, a smaller part of Motive's portfolio, and how the merger with Workhorse's manufacturing capabilities could help accelerate growth in that market.

    Answer

    Motive CEO Scott Griffith affirmed that the school bus and shuttle market is a key opportunity and a 'nice sweet spot' for current EV technology due to favorable duty cycles, community support, and financial incentives. He stated that the combined company will pursue this segment, noting its high competitiveness against ICE counterparts on a TCO basis. He also highlighted the adjacent opportunity in the municipal space for work trucks, driven by similar urban demands for lower carbon impact.

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    Greg Lewis's questions to SHYF leadership

    Greg Lewis's questions to SHYF leadership • Q3 2024

    Question

    Asked for color on the implied Q4 revenue step-up to meet guidance and inquired about the company's expanded M&A funnel, asking if the ITU acquisition was creating a flywheel effect and what other areas they might be looking at.

    Answer

    The company expects a slight, but not abnormal, revenue step-up in Q4 based on backlog scheduling, particularly in FVS, and is confident in its guidance. The M&A funnel has expanded because capital is being freed up as Blue Arc development spending ramps down. They are looking for strategic fits in their core business that add new capabilities and customer relationships, similar to the successful ITU acquisition, rather than looking far afield.

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    Greg Lewis's questions to NKLA leadership

    Greg Lewis's questions to NKLA leadership • Q2 2024

    Question

    Asked about the focus of potential strategic partnerships (e.g., hydrogen infrastructure, international expansion) and the strategy for reducing cash burn beyond simply increasing volume and average selling price (ASP).

    Answer

    Strategic partnerships are focused on the entire hydrogen ecosystem, including H2 supply, cost reduction, and components, leveraging Nikola's position as the primary offtake. To reduce cash burn, the company is focused on improving the cash conversion cycle and optimizing the voucher process, with increased volume being the biggest lever. They are confident in securing investment to avoid cuts that would hinder growth.

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    Greg Lewis's questions to NKLA leadership • Q1 2024

    Question

    Asked about vehicle uptime for a key customer (IMC), hydrogen volumes at refueling stations, and the reason for the BEV repurchases during the quarter.

    Answer

    The company declined to provide specific customer uptime or hydrogen volume data, citing customer sensitivity and competitive reasons. The BEV repurchases were explained as a one-off dealer network optimization, with plans to resell the vehicles.

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    Greg Lewis's questions to NKLA leadership • Q4 2023

    Question

    Asked for clarification on the inventory status of the 100 BEVs, an update on the 2024 hydrogen station rollout plan, and the expected quarterly delivery cadence for fuel cell trucks.

    Answer

    The 100 BEVs are from existing inventory and will be sold for a positive cash contribution. The company is on track with its hydrogen station plan, with line of sight to 9 new sites. The quarterly delivery cadence for fuel cell trucks is projected to ramp up sequentially (e.g., 30, 60, 90, 120).

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    Greg Lewis's questions to Borr Drilling (BORR) leadership

    Greg Lewis's questions to Borr Drilling (BORR) leadership • Q4 2023

    Question

    Inquired about the contracting strategy for the newbuilds, potential 2024 revenue from them, and the potential impact of Saudi Arabia's revised production targets on the rig market.

    Answer

    The newbuilds are being marketed for long-term contracts (18+ months) with minimal revenue expected in 2024. The company believes the impact from Saudi Arabia's revised plans will be manageable, as the market can absorb any rigs that might become available, and a significant level of activity is still required to maintain production.

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    Greg Lewis's questions to NORDIC AMERICAN TANKERS (NAT) leadership

    Greg Lewis's questions to NORDIC AMERICAN TANKERS (NAT) leadership • Q4 2018

    Question

    Greg Lewis from BTIG asked about Nordic American Tankers' strategic vision for the next two to three years amid an improving tanker market, and followed up on the company's dividend policy and use of cash.

    Answer

    Chairman and CEO Herbjørn Hansson stated that the company is on an upward trajectory and will expand by capitalizing on the strong market, strengthening relationships with major oil companies, and prioritizing dividends. He emphasized a conservative financial approach, aiming to increase dividends as the market improves without taking on excessive debt, noting his family's significant investment in the company.

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