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    Harris Fein

    Vice President of Equity Research at Wolfe Research

    Harris Fein is a Vice President of Equity Research at Wolfe Research, specializing in equity coverage with a focus on companies such as International Flavors & Fragrances. Known for detailed financial analysis in the consumer and industrial sectors, he has delivered actionable insights that support institutional investment decisions. Prior to joining Wolfe Research, Fein served as an Associate at Mizuho Securities USA, building a foundation in fundamental equity research. He is regulated by FINRA and holds all required securities licenses as a registered broker.

    Harris Fein's questions to ENTEGRIS (ENTG) leadership

    Harris Fein's questions to ENTEGRIS (ENTG) leadership • Q4 2024

    Question

    Harris Fein, on behalf of Christopher Parkinson, asked for more color on the $30-$40 million revenue impact from new China restrictions and inquired about the expected gross margin drag from the new Taiwan and Colorado facility ramps.

    Answer

    CEO Bertrand Loy clarified the China impact stems from new entity list restrictions on U.S. exports and affects both divisions, noting the headwind is already included in the 4-5% outperformance target. CFO Linda LaGorga stated that ramp-related inefficiencies are factored into the 2025 guidance, which still calls for margin expansion, with headwinds expected to subside by H2 2026.

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    Harris Fein's questions to ALTM leadership

    Harris Fein's questions to ALTM leadership • Q1 2024

    Question

    Asked how the company is optimizing its product mix given the market pricing discount of hydroxide to carbonate, and inquired about the current state of inventories at the cathode producer level and any signs of restocking.

    Answer

    The company stated that in its portfolio, qualified hydroxide sells at a significant premium to carbonate, especially outside China, and they will continue to pursue this market. Their China assets provide flexibility to sell carbonate if market conditions warrant. Regarding inventories, they are very low across the supply chain with little appetite for restocking, due to uncertainty among cathode producers about future battery technology roadmaps (LFP vs. high-nickel).

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