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    James McIlree

    Vice President and Senior Equity Analyst at Chardan Capital Markets

    James McIlree is a Vice President and Senior Equity Analyst at Chardan Capital Markets, specializing in technology, communication services, and industrials. He has covered companies such as CleanSpark, 22nd Century Group, Kartoon Studios, Smith Micro Software, Oblong, Vuzix, Byrna Technologies, and Globalstar, though his performance metrics include a success rate of 16.67%, an average return of -43.64%, and a MarketBeat analyst ranking of #4,098 out of 4,784. With over 25 years of experience as a sell-side and buy-side analyst, McIlree previously held roles as a portfolio manager and research analyst before joining Chardan Capital. He holds FINRA securities licenses and maintains active professional credentials.

    James McIlree's questions to Urgent.ly (ULY) leadership

    James McIlree's questions to Urgent.ly (ULY) leadership • Q2 2025

    Question

    James McIlree from Chardan Capital Markets asked for quantification of the revenue associated with the recent contract renewals. He also sought to reconcile the company's description of its insurance market re-entry as 'early stages' with the announcement of a newly signed insurance partner, and inquired about the typical sales cycle length. Lastly, he asked when non-recurring transaction and restructuring costs are expected to cease.

    Answer

    CEO Matt Booth clarified that the renewals secured so far account for approximately 40% of the revenue up for renewal this year. He explained the insurance funnel includes a broad marketing campaign alongside early contract wins with an automotive OEM insurance company and a mid-market provider. He characterized the sales cycle as standard. Corporate Controller & Principal Accounting Officer, Andrea Makkai, indicated that significant non-recurring costs related to the Autonomous business are not expected to continue.

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    James McIlree's questions to Urgent.ly (ULY) leadership • Q2 2025

    Question

    James McIlree inquired about the percentage of revenue accounted for by the recent contract renewals. He also asked for clarification on the insurance market sales funnel and the typical sales cycle length. Finally, he questioned when non-recurring transaction and restructuring costs are expected to diminish to zero.

    Answer

    CEO Matthew Booth reported that the renewals secured so far represent about 40% of the revenue up for renewal in the current year. He clarified that the sales funnel is active, with early wins from a broad marketing campaign that leverages the company's AI simulation capabilities. He characterized the sales cycle as standard for the industry. Corporate Controller Andrea Makkai explained that the significant non-recurring cost in Q2 was a final one related to Autonimo and that no large, ongoing non-recurring costs are anticipated.

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    James McIlree's questions to Urgent.ly (ULY) leadership • Q2 2025

    Question

    James McIlree of Chardan Capital Markets asked for quantification of the revenue covered by recent contract renewals and sought clarification on the insurance sales funnel progress. He also inquired about the typical sales cycle length and whether non-recurring transaction and restructuring costs are expected to diminish soon.

    Answer

    CEO Matt Booth explained that the renewals secured so far represent about 40% of the revenue up for renewal in the current year. He clarified that early contract wins are progressing alongside a broader marketing campaign targeting the insurance market. He characterized the sales cycle as standard for the industry. Corporate Controller Andrea Makkai confirmed that the significant non-recurring cost in Q2 related to Autonomo is not expected to continue, though minor costs could arise from future transactions.

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    James McIlree's questions to Urgent.ly (ULY) leadership • Q2 2025

    Question

    James McIlree asked for quantification of the revenue covered by the recent contract renewals. He also sought to reconcile the company's description of its insurance market entry as 'early stages' with the announcement of a newly signed insurance partner, and inquired about the sales cycle length. Finally, he asked when non-recurring transaction and restructuring costs are expected to cease.

    Answer

    CEO Matt Booth clarified that the renewals secured so far account for approximately 40% of the revenue up for renewal this year. He explained the insurance progress involves both a broad new marketing campaign and specific early wins, with the sales cycle proceeding as expected. Corporate Controller Andrea Makkai stated that the significant non-recurring costs related to Autonomous are not expected to continue, though minor costs from future transactions could occur.

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    James McIlree's questions to CLEANSPARK (CLSK) leadership

    James McIlree's questions to CLEANSPARK (CLSK) leadership • Q3 2025

    Question

    James McIlree of Chardan Capital Markets asked what factors limit the digital asset management strategy to 40% of the HODL balance and inquired how the current U.S. administration's energy strategy might impact the company's expansion.

    Answer

    CFO Gary Vecchiarelli explained that the 40% allocation is a conservative risk management decision, representing the maximum portion of the treasury they are willing to place at some risk. President and CEO Zachary Bradford commented that the administration's focus on new generation is a positive long-term tailwind for U.S. power costs, though the impacts will be felt over the medium to long term, further solidifying the U.S. as a strategic place to grow.

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    James McIlree's questions to VinFast Auto (VFS) leadership

    James McIlree's questions to VinFast Auto (VFS) leadership • Q1 2025

    Question

    James McIlree of Chardan Capital Markets asked for a projection on the trajectory of vehicle Average Selling Prices (ASPs) for the rest of 2025. He also questioned the drivers of the adjusted gross margin, which held steady despite lower volumes, and inquired about the expected timeline for achieving positive variable and full gross margins.

    Answer

    CFO Nguyen Thi Lan Anh projected that the full-year 2025 ASP would likely remain under $20,000, influenced by a higher mix of smaller models like the VF3 and VF5. Regarding margins, she explained that the adjusted gross margin improved to -20% in Q1 2025 from -26% in Q4 2024, even with lower delivery volumes. This improvement was attributed to successful BOM optimization and production cost reduction efforts, which keeps the company on track for its previously stated gross margin targets for 2026.

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    James McIlree's questions to VinFast Auto (VFS) leadership • Q4 2024

    Question

    James McIlree of Chardan Capital Markets questioned the outlook for capital spending in 2025 and 2026 compared to 2024 levels, and also asked if the sales mix of the VF 3 and VF 5 models in 2025 would be similar to Q4 2024.

    Answer

    CFO Anh Thi Nguyen stated that the 2025 cash burn is projected to be around $2.5 billion, with $1.8 billion allocated to CapEx and R&D for new CKD facilities. She noted the cash burn from operations is expected to decrease slightly to around $800-$900 million. Executive Thuy Thu Le clarified that the sales contribution from the VF 3 and VF 5 in 2025 will be less than 50%, a smaller share than in Q4 2024, due to the introduction of the new 'Green series' which is expected to account for nearly a quarter of deliveries.

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    James McIlree's questions to PFIE leadership

    James McIlree's questions to PFIE leadership • Q3 2023

    Question

    Inquired about how Profire is positioning itself to capitalize on the expected growth in natural gas demand, asking about necessary changes in geography, products, or sales strategy. He also asked for clarification on whether the current high inventory levels are the new normal.

    Answer

    The company's systems are used equally on natural gas and oil wells, and the growing LNG infrastructure will also utilize their products, so no significant expansion or new products are immediately needed. Regarding inventory, higher levels are expected to persist due to supply chain uncertainties and the ongoing transition from the legacy 2100 system to the new 2200 system. They are building up stock of the new system to ensure a stable supply before fully transitioning customers.

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