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    Jeff Grampp • Northland Securities, Inc.

    Jeff Grampp's questions to Nano Nuclear Energy Inc (NNE) leadership

    Jeff Grampp's questions to Nano Nuclear Energy Inc (NNE) leadership • Q3 2025

    Question

    Jeff Grampp of Northland Securities, Inc. inquired about Nanonuclear's progress and timeline for re-engaging in the Canadian licensing process for its Cronos microreactor, and also asked for details on the commercialization strategy for its ALIP pump technology.

    Answer

    CEO James Walker detailed a three-part strategy for Canada, involving finalizing legal control of the project entity, securing land at Chalk River with Canadian Nuclear Laboratories (CNL), and engaging with the Canadian government's Strategic Innovation Fund (SIFF). For the ALIP technology, he explained the goal is to complete the SBIR Phase 3 process to become a default government contractor, with commercial opportunities in both advanced fission and fusion reactors. Founder, Executive Chairman & President Jay Jiang Yu added that a Canadian presence establishes Nanonuclear as a key North American provider.

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    Jeff Grampp's questions to Hallador Energy Co (HNRG) leadership

    Jeff Grampp's questions to Hallador Energy Co (HNRG) leadership • Q2 2025

    Question

    Jeff Grampp inquired about the potential terms for a large-scale PPA, asking for the company's conviction level on achieving favorable terms given market changes. He also asked about the company's M&A strategy and the current stage of their acquisition activities.

    Answer

    President and CEO Brent Bilsland responded that while the energy curve has softened, capacity markets have strengthened significantly, and utilities are now more aggressive and willing to sign longer-term deals. Regarding M&A, Bilsland confirmed they are in active conversations and have increased their communication on the topic to attract potential sellers, as they see value in acquiring additional coal-fired assets.

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    Jeff Grampp's questions to Flotek Industries Inc (FTK) leadership

    Jeff Grampp's questions to Flotek Industries Inc (FTK) leadership • Q2 2025

    Question

    Jeff Grampp of Northland Securities, Inc. inquired about the progress of contracting new PowerTech units to third-party customers, the customer and geographic traction for the custody transfer business, and the sustainability of the high gross margins seen in the PowerTech assets.

    Answer

    CEO Ryan Ezell confirmed solid traction with five new pilot customers for PowerTech and noted the first smart filtration skid would be deployed in Q3 2025. For custody transfer, he stated nine locations are now commercial with a major E&P partner across all major US basins, with more converting soon. CFO Bond Clement addressed margins, stating that while the initial 90% was for a partial quarter, an 80-90% range is a reasonable forward-looking assumption.

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    Jeff Grampp's questions to Vitesse Energy Inc (VTS) leadership

    Jeff Grampp's questions to Vitesse Energy Inc (VTS) leadership • Q2 2025

    Question

    Jeff Grampp of Northland Securities, Inc. asked about Vitesse's production outlook for the second half of 2025, noting that maintained guidance implies a decline after a strong Q2. He also inquired about the acquisition pipeline for both smaller 'ground game' deals and larger transactions.

    Answer

    President Brian Cree explained that while Q2 production was strong due to some wells coming online earlier than expected, the company is maintaining its full-year guidance based on current visibility, despite encouraging AFE activity. CFO James Henderson added that while the near-term development deal pipeline is active, nothing has met their strict return hurdles. He confirmed they are scrutinizing larger deals but remain disciplined and optimistic.

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