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Jason Tilgen

Director and Senior Equity Research Analyst at Canaccord Genuity

Jason Tilchen is a Director and Senior Equity Research Analyst at Canaccord Genuity Group, specializing in the consumer discretionary sector with a focus on gaming, leisure, and internet software companies. He covers specific companies including Super Group (SGHC), Lucky Strike Entertainment (LUCK), Flutter Entertainment (FLUT), PENN Entertainment (PENN), Roblox (RBLX), Udemy (UDMY), Stride (LRN), and PLBY Group, with performance metrics showing a 54% success rate and average return of 16% per rating on TipRanks, alongside a standout buy recommendation on Roblox yielding +221.80% return. Tilchen began his career at Wellington Shields & Co. before joining Canaccord Genuity in 2019, advancing to his current senior role. He holds relevant professional credentials as a registered equity research analyst.

Jason Tilgen's questions to Arq (ARQ) leadership

Question · Q4 2025

Jason Tilgen asked about the factors influencing the projected 1% PAC average selling price (ASP) growth for 2026, especially in contrast to recent strong growth. He also requested more details on the progress of alternative applications for the Corbin wet cake.

Answer

CEO Bob Rasmus noted that the previous double-digit ASP growth pace had to moderate, but the company still expects price increases from the base business and expansion into higher-value, engineered markets. Regarding Corbin wet cake, Rasmus highlighted asphalt emulsion as the most advanced application, having progressed to the next testing round, though not expecting significant 2026 revenues. Synthetic graphite and graphene are longer-term research initiatives, including collaborations with government entities.

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