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    Jeffrey Campbell • Seaport Research Partners

    Jeffrey Campbell's questions to Airjoule Technologies Corp (AIRJ) leadership

    Jeffrey Campbell's questions to Airjoule Technologies Corp (AIRJ) leadership • Q2 2025

    Question

    Jeffrey Campbell of Seaport Research Partners asked how the Hubbard project's data gathering and certification goals differ from the work with Arizona State University (ASU). He also inquired about the Hubbard unit's deployment duration and the ongoing evolution of sorbent technology for different climates.

    Answer

    Chief Commercialization Officer Brian Barton clarified that the Hubbard project is focused on long-term operation to achieve regulatory certifications for potable water (TCEQ, NSF), while the ASU partnership is for independent academic validation and serves as a regional showcase. CEO Matt Joar and Executive Chairman Pat Eilers added that these deployments represent a deliberate progression from lab research to real-world applications, with ASU also researching novel sorbents for low-humidity environments like Phoenix.

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    Jeffrey Campbell's questions to Oklo Inc (OKLO) leadership

    Jeffrey Campbell's questions to Oklo Inc (OKLO) leadership • Q2 2025

    Question

    Jeffrey Campbell of Seaport Research Partners asked about the potential for amending DOE policy to facilitate Oklo's spent nuclear fuel recycling efforts and inquired about the partnership with Hexium on its Atlas (AVLIS) enrichment technology.

    Answer

    Co-Founder, CEO & Director Jacob Dewitte explained that current policy does not prevent recycling, but infrastructure is the key challenge. He highlighted the economic and waste-management advantages of recycling used fuel in fast reactors. Regarding the Atlas technology, he described it as a promising, lower-cost enrichment method that can be tuned for various isotopes, noting that modern laser advancements make it more commercially viable today.

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    Jeffrey Campbell's questions to Oklo Inc (OKLO) leadership • Q1 2025

    Question

    Jeffrey Campbell requested details on the licensing process, hurdles, and timing for the Oklo Fuel Foundry, and asked if this effort was intended to create a scalable blueprint similar to the reactor COLA strategy.

    Answer

    CEO Jacob Dewitte explained that the fuel foundry follows a different, simpler materials handling regulatory path, with an expected review timeline of 24-36 months. He noted that while lessons learned will be valuable, the regulations for fuel facilities do not have the same inherent repeatability as the Part 52 reactor licenses. The initial foundry is planned to be large-scale to meet demand for a significant period.

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    Jeffrey Campbell's questions to Oklo Inc (OKLO) leadership • Q1 2025

    Question

    Jeffrey Campbell inquired about the licensing process, timeline, and potential for scalability for the planned Oklo Fuel Foundry.

    Answer

    Co-Founder and CEO Jacob Dewitte explained that the fuel foundry follows a different regulatory path for materials handling, with an expected review timeline of 24-36 months. He noted that while the framework for such facilities lacks the same built-in repeatability as reactor COLAs, lessons learned will be applied to future facilities. CFO Craig Bealmear added that the logistics of one large foundry versus multiple smaller ones is a key consideration.

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    Jeffrey Campbell's questions to Oklo Inc (OKLO) leadership • Q3 2024

    Question

    Jeffrey Campbell from Seaport Research Partners asked if Oklo's low-cost nuclear fuel recycling capability would provide a margin advantage for Atomic Alchemy's radioisotope business. He also sought clarification on the licensing process, asking if subsequent reactor applications would be faster than the initial 24-month timeline and if multiple applications could be filed simultaneously.

    Answer

    CEO Jake Dewitte confirmed that recycling used fuel creates multiple product streams, including high-value radioisotopes that can be sold as a significant co-product, thereby enhancing revenue and reducing overall fuel cycle costs. CFO Craig Bealmear emphasized this creates huge margin upside. On licensing, Dewitte stated that subsequent applications (S-COLAs) are expected to be significantly faster, referencing an NRC white paper projecting review times as short as seven months. He also confirmed that Oklo plans to have multiple applications in review concurrently to accelerate deployment.

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    Jeffrey Campbell's questions to Oklo Inc (OKLO) leadership • Q3 2024

    Question

    Jeffrey Campbell questioned whether Oklo's fuel recycling capabilities would provide a margin advantage for Atomic Alchemy's radioisotope business. He also sought clarification on the licensing timeline for subsequent Aurora powerhouses and the feasibility of submitting multiple applications simultaneously.

    Answer

    CEO Jacob Dewitte and CFO Richard Bealmear confirmed that fuel recycling creates significant value by producing high-margin radioisotopes as a co-product, which enhances overall project economics. Dewitte elaborated on the regulatory process, explaining that after the first 'reference' combined license (R-COLA), subsequent licenses (S-COLAs) could have review times as short as 7 months. He also confirmed that multiple applications can be under review simultaneously, accelerating deployment.

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    Jeffrey Campbell's questions to Purecycle Technologies Inc (PCT) leadership

    Jeffrey Campbell's questions to Purecycle Technologies Inc (PCT) leadership • Q2 2025

    Question

    Jeffrey Campbell asked about competitive feedstock concerns, the potential for circular supply chains to lower feedstock costs, and whether the $1.36/pound average price assumption is still valid.

    Answer

    CEO Dustin Olson stated that PureCycle's differentiated, high-purity product gives it an advantage over mechanical recyclers and provides pricing power. He confirmed that circular partnerships, like the one with Emerald, could lower feedstock costs by diverting material from landfills. Olson also noted that while the $1.36/pound average price is still a comfortable assumption, the company's primary focus is on preserving long-term margin through its feedstock-plus pricing model and product optionality.

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    Jeffrey Campbell's questions to Energy Recovery Inc (ERII) leadership

    Jeffrey Campbell's questions to Energy Recovery Inc (ERII) leadership • Q2 2025

    Question

    Jeffrey Campbell of Seaport Research Partners asked about the drivers behind the better-than-expected results in China, whether the wastewater footprint expansion met expectations, the timeline for PXG reliability testing to convince users, and the primary motivations behind the trend of industrial water reuse.

    Answer

    President and CEO David Moon attributed the strong China results to a temporary pause in tariffs and the persistent efforts of the local sales team. He confirmed the wastewater expansion was an expected result of a focused strategy on five key verticals. Regarding the PXG, Moon stated this summer's testing is focused on reliability, with next steps to be determined post-season. CFO Mike Mancini explained that water reuse is driven by a combination of regulatory pressures and underlying water scarcity issues for both industrial and potable applications.

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    Jeffrey Campbell's questions to Energy Recovery Inc (ERII) leadership • Q1 2025

    Question

    Jeffrey Campbell of Seaport Research Partners asked about maintaining PX manufacturing quality with alternative sourcing, the long-term strategic advantages of an international footprint, potential growth markets for wastewater outside of China, the full-year gross margin outlook, and the potential for upside in the Hillphoenix collaboration.

    Answer

    Executive Michael Mancini assured that PX quality would be maintained by keeping critical ceramic manufacturing in-house, while assembly could be moved. Executive David Moon highlighted the strategic advantage of an international presence, enabling closer proximity to key customers in regions like the Middle East. Moon also identified India and North America as key growth markets for wastewater. Mancini reaffirmed the company's full-year gross margin guidance. Finally, Moon discussed the multifaceted potential of the Hillphoenix relationship, noting opportunities to expand from retail into industrial applications.

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    Jeffrey Campbell's questions to Energy Recovery Inc (ERII) leadership • Q4 2024

    Question

    Jeffrey Campbell of Alliance Global Partners asked about the commercial applications validated by the PX's success in lithium extraction, the role of water efficiency in new industrial applications, the specific drivers for guided 2025 gross margin improvement, and the source of new customer interest in the PX G product from outside core geographic markets.

    Answer

    Executive David Moon identified mining, heavy manufacturing, chemical, and textile manufacturing as potential new verticals for the PX technology, clarifying its use is for cleaning fluid streams with heavy solids. Executive Michael Mancini attributed expected 2025 gross margin improvements to manufacturing transformation efficiencies, such as optimizing kiln stacking and cycle times. David Moon also explained that new PX G interest from Japan and South Africa originated from tradeshows, leading to test sites and initial orders.

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    Jeffrey Campbell's questions to Energy Recovery Inc (ERII) leadership • Q3 2024

    Question

    Jeffrey Campbell of Seaport Research Partners asked if the PX G's ability to operate without water cooling could allow systems to use a dry cooler instead of an adiabatic cooler. He also inquired about the competitive dynamics between HFO refrigerants and CO2 following a recent EPA SNAP decision.

    Answer

    President and CEO David Moon confirmed that the PX G's increased cooling capacity can indeed replace the need for an adiabatic cooler in new installations or reduce its usage, saving on both capital and operating costs. Regarding refrigerants, Moon asserted that CO2 remains the 'outright winner' and that OEM partners are moving 'full speed ahead' on CO2 adoption in the U.S., despite the EPA ruling.

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    Jeffrey Campbell's questions to BWX Technologies Inc (BWXT) leadership

    Jeffrey Campbell's questions to BWX Technologies Inc (BWXT) leadership • Q2 2025

    Question

    Jeffrey Campbell from Seaport Research Partners asked for clarity on the role of the new Chief Nuclear Officer, Kevin McCoy, and questioned the drivers behind the improved margin guidance for Government Operations.

    Answer

    President, CEO & Director Rex Geveden explained that the Chief Nuclear Officer title is a temporary holding place for Kevin McCoy, who is currently seconded to the Department of Defense to advise on nuclear shipbuilding. SVP & CFO Mike Fitzgerald attributed the higher margin guidance to a favorable contract adjustment, strong work pacing, and timing of material procurements, expressing confidence in the long-term sustainability of plant efficiencies.

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    Jeffrey Campbell's questions to BWX Technologies Inc (BWXT) leadership • Q1 2025

    Question

    Jeffrey Campbell of Seaport Research Partners asked for color on how BWXT won the Strategic Petroleum Reserve (SPR) management contract and requested an update on the actinium-225 medical isotope program, particularly in relation to potential alternatives like lead-212.

    Answer

    CEO Rex Geveden explained the SPR win was based on BWXT's historical experience and trusted brand in operating high-consequence sites. On the medical front, he confirmed BWXT remains a top producer of actinium-225 and views emerging isotopes like lead-212 as complementary therapies for different conditions rather than direct competitors, highlighting broad market potential.

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    Jeffrey Campbell's questions to Aris Water Solutions Inc (ARIS) leadership

    Jeffrey Campbell's questions to Aris Water Solutions Inc (ARIS) leadership • Q1 2025

    Question

    Jeffrey Campbell of Seaport Research Partners asked if surface disposal is becoming cost-competitive with traditional disposal and whether it could be applied at McNeil Ranch. He also questioned if M&A in the core business is still a preference given the focus on new industrial water ventures.

    Answer

    President and CEO Amanda Brock confirmed that the cost of surface discharge is becoming more competitive, though not yet on par with traditional disposal, and that McNeil Ranch is a candidate for this application. On M&A, Brock affirmed that an acquisition in their core business remains a strong focus, but they have been disciplined on valuation. Founder and Executive Chairman Bill Zartler added that finding a complementary fit with the right contracts and assets is paramount, and nothing has met that criteria yet.

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    Jeffrey Campbell's questions to Aris Water Solutions Inc (ARIS) leadership • Q4 2024

    Question

    Jeffrey Campbell inquired about the business model for the new industrial water recycling venture and whether its geographic scope would be limited to the Permian Basin.

    Answer

    President and CEO Amanda Brock explained that the initiative leverages Aris's expertise in complex water treatment for industrial wastewater outside of oil and gas. She confirmed it is a multistate endeavor, not limited to Texas or New Mexico, and that the newly acquired team already has a backlog of projects in multiple states with large industrial clients.

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    Jeffrey Campbell's questions to Aris Water Solutions Inc (ARIS) leadership • Q3 2024

    Question

    Jeffrey Campbell asked for a regulatory update on the disposal of produced water into surface systems in Texas and sought clarity on the financial responsibilities for the 2025 beneficial reuse project scale-up.

    Answer

    CEO Amanda Brock confirmed that surface discharge is an alternative being explored but requires obtaining appropriate permits. Executive William Zartler added that the high salinity of Delaware Basin water necessitates significant treatment before any surface discharge is possible. Regarding the 2025 project, Amanda Brock assured that Aris's capital commitment will not be material, as costs are shared with partners, similar to the royalty-based model used for the iodine extraction project.

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    Jeffrey Campbell's questions to Aris Water Solutions Inc (ARIS) leadership • Q2 2024

    Question

    Jeffrey Campbell inquired why iodine emerged as the first commercial target for mineral recovery from produced water. He also asked for a comparison between the company's new MOU with Texas Tech University for agricultural applications and its previous work with Texas A&M and other institutions.

    Answer

    President and CEO Amanda Brock explained that iodine was expected to be the first mineral targeted for commercial recovery due to the availability of proven technology and existing operational references in other basins. She clarified that this process does not preclude the future extraction of other minerals. Regarding the university partnerships, she positioned the Texas Tech MOU as part of a broader consortium effort, while highlighting the pioneering work with Texas A&M on cotton agriculture, which is now advancing to a larger scale with a Department of Energy grant.

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    Jeffrey Campbell's questions to Lanzatech Global Inc (LNZA) leadership

    Jeffrey Campbell's questions to Lanzatech Global Inc (LNZA) leadership • Q3 2024

    Question

    Jeffrey Campbell asked for details on the revised business model, using the Norway project to understand emitter benefits and financing structure. He also questioned the motivation behind ArcelorMittal's new ethanol offtake agreement and inquired about the hydrogen requirements and capital costs for the LanzaTech Nutritional Protein initiative.

    Answer

    CEO Jennifer Holmgren explained the new model allows LanzaTech to retain project upside, like 50% of offtake in the Norway project, while enabling decarbonization for emitters who do not want to fund the capital project themselves. Regarding the ArcelorMittal agreement, she noted it provides LanzaTech with guaranteed feedstock for its high-value CarbonSmart business. For the protein product, she stated it can use various types of hydrogen (gray, blue, or green) and that converting an existing facility would require minimal capital expense.

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    Jeffrey Campbell's questions to Lanzatech Global Inc (LNZA) leadership • Q2 2024

    Question

    Jeffrey Campbell of Seaport Research Partners inquired about commercial interest in LanzaTech's polypropylene efforts beyond IKEA, specifics of the new CarbonSmart fuel licensing, the feasibility of using non-green hydrogen for CO2 conversion, and the strategic advantages of the 'CirculAir' joint offering with LanzaJet.

    Answer

    CEO Jennifer Holmgren explained that there is significant interest in polypropylene from the medical and automotive sectors and no exclusivity with IKEA. She stated the first CarbonSmart fuel sales were in the China market, with efforts underway to secure European certification. Holmgren clarified that while gray hydrogen is challenging, both blue and green hydrogen are viable for their CO2 conversion process. Finally, she described the CirculAir partnership as a strategic move to present a single, integrated offering to customers, which accelerates project development and creates cost efficiencies through better integration.

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    Jeffrey Campbell's questions to Lanzatech Global Inc (LNZA) leadership • Q1 2024

    Question

    Jeffrey Campbell sought details on Project SECURE, including its ethanol output, potential for standardized sizing, and 2024 revenue contribution. He also asked about LanzaJet's offtake allocation.

    Answer

    CEO Jennifer Holmgren clarified Project SECURE is a 50,000 tonnes/year ethanol plant and that the company is moving toward standardized units to accelerate deployment. CFO Geoffrey Trukenbrod confirmed SECURE revenue is expected in H2 2024 and is included in guidance. Holmgren added that LanzaJet's output is fully committed under 10-year offtake agreements.

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