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    Jean Veliz

    Research Analyst at D.A. Davidson Companies

    Jean Veliz is an Analyst at D.A. Davidson & Co., specializing in coverage of construction, building materials, and industrial services companies. Veliz regularly covers firms such as Tecnoglass, Concrete Pumping Holdings, Southland Holdings, and Vulcan Materials, engaging directly in earnings calls and sector research. Since joining D.A. Davidson, Veliz has become an established voice in the industry, recognized for analytical rigor in evaluating growth, regional expansion, and capital strategies of covered companies; however, specific performance metrics and rankings are not publicly available. Veliz's professional background includes expertise in equity research, and industry registration details or credentials such as FINRA licenses have not been disclosed in public filings.

    Jean Veliz's questions to Tecnoglass (TGLS) leadership

    Jean Veliz's questions to Tecnoglass (TGLS) leadership • Q2 2025

    Question

    Jean Veliz from D.A. Davidson Companies inquired about growth opportunities for Tecnoglass outside of its core Florida market, for both the residential and commercial segments of the business.

    Answer

    CEO José Manuel Daes explained that the company is expanding with its vinyl products in markets from Tampa northward and entering new areas like Jacksonville and the Panhandle. CFO Santiago Giraldo added that the dealer network has grown 15-20% since year-end, largely outside Florida. Daes confirmed this expansion strategy also applies to commercial, with projects in Georgia and plans to open in Nashville, Austin, Dallas, and Houston.

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    Jean Veliz's questions to Tecnoglass (TGLS) leadership • Q2 2025

    Question

    Jean Veliz inquired about growth opportunities outside of Tecnoglass's traditional Florida footprint, asking specifically about both the vinyl product line and the commercial side of the business.

    Answer

    CEO José Manuel Daes explained that the full vinyl product line will be ready by year-end, opening a large market from Tampa northward where existing dealers are eager to sell it. CFO Santiago Giraldo added that the dealer network grew 15-20% in the first half of the year, mostly outside Florida. For commercial business, Daes confirmed expansion in Tampa, Jacksonville, and Atlanta, with plans to open in Nashville, Austin, Dallas, and Houston, aiming for a nationwide presence.

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    Jean Veliz's questions to Tecnoglass (TGLS) leadership • Q2 2025

    Question

    Jean Veliz of D.A. Davidson Companies asked about the growth opportunities for Tecnoglass outside of its traditional Florida footprint, for both the residential and commercial sides of the business.

    Answer

    CEO José Manuel Daes detailed significant expansion, noting the full vinyl product line will open markets from Tampa northward and that the company is now selling in Jacksonville and the Panhandle. CFO Santiago Giraldo added that the dealer network grew 15-20% since year-end, largely outside Florida. Daes confirmed this nationwide push applies to commercial as well, with projects in Georgia and plans for Nashville, Austin, Dallas, and Houston.

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    Jean Veliz's questions to Tecnoglass (TGLS) leadership • Q2 2025

    Question

    Jean Veliz inquired about growth opportunities outside of Tecnoglass's traditional Florida footprint and asked if this geographic expansion strategy also applied to the commercial side of the business.

    Answer

    CEO José Manuel Daes highlighted expansion with vinyl products north of Tampa and new penetration in Jacksonville and the Panhandle. CFO Santiago Giraldo noted a 15-20% increase in dealers since year-end, largely outside Florida. Daes confirmed the strategy extends to commercial, with projects in Georgia and plans to open in Nashville, Austin, Dallas, and Houston to build a nationwide presence.

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    Jean Veliz's questions to VALMONT INDUSTRIES (VMI) leadership

    Jean Veliz's questions to VALMONT INDUSTRIES (VMI) leadership • Q2 2025

    Question

    Jean Veliz of D.A. Davidson Companies asked for an outlook on Valmont's telecom business for the remainder of the year and into 2026, seeking details on product alignments with carriers. She also inquired about the growth drivers and second-half expectations for the transmission and distribution (T&D) business.

    Answer

    CEO Avner Applbaum noted that while telecom is not a backlog business, strong carrier activity around 5G and fixed wireless access drove over 40% growth. He expects a strong Q3 and double-digit growth in Q4, with momentum continuing into 2026, supported by a broad product offering. For T&D, he confirmed strength across transmission, distribution, and substations, forecasting double-digit growth in the second half of the year.

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    Jean Veliz's questions to Concrete Pumping Holdings (BBCP) leadership

    Jean Veliz's questions to Concrete Pumping Holdings (BBCP) leadership • Q2 2025

    Question

    Jean Veliz of D.A. Davidson Companies inquired about the specifics of project delays, asking if they had worsened since April and if customers had provided any timeline for restarting them. She also questioned whether delays in the infrastructure sector were due to similar uncertainties or different factors.

    Answer

    CEO Bruce Young attributed the commercial project delays primarily to uncertainty around tariffs, while noting that customer backlogs remain strong, suggesting a rapid recovery is possible once conditions stabilize. He clarified that, in contrast, the infrastructure segment is not experiencing delays; in fact, he stated that funding from the Infrastructure Investment and Jobs Act is now flowing more freely than in previous years.

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    Jean Veliz's questions to WillScot Holdings (WSC) leadership

    Jean Veliz's questions to WillScot Holdings (WSC) leadership • Q1 2025

    Question

    Jean Veliz, on for Brent Thielman, asked about the company's ability to capture more business beyond initial project phases, its potential to gain market share from weaker competitors, and which verticals are providing the most resilience against headwinds.

    Answer

    President and COO Timothy Boswell called capturing subcontractor business an ongoing initiative and stated their order book growth suggests they are at least holding market share. CFO Matthew Jacobsen identified large GCs, infrastructure, and manufacturing as resilient verticals, with retail expected to improve. CEO Brad Soultz added the company is well-equipped to outperform locally when those markets recover.

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    Jean Veliz's questions to Vulcan Materials (VMC) leadership

    Jean Veliz's questions to Vulcan Materials (VMC) leadership • Q1 2025

    Question

    Jean Veliz from D.A. Davidson requested more detail on the types of projects driving the slight increase in private bookings and asked if the stabilization in warehouse construction could offset residential weakness.

    Answer

    CEO James Hill identified data centers as the primary bright spot for private bookings. He also noted that warehouse construction has stabilized and is less of a drag than it was a year ago. However, he clarified that the main offset to weakness in single-family residential demand is the strength in public projects, particularly highways and non-highway infrastructure like water projects, ports, and airports.

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