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    Jeffrey Canto

    Research Analyst at Seaport Partners

    Jeffrey Canto is an Analyst at Seaport Partners, specializing in covering a variety of technology and industrial companies within the equities sector. He provides research and investment insights on companies such as Apple, Microsoft, and Honeywell, earning recognition for delivering actionable analysis and maintaining a strong accuracy rate in his stock recommendations. Beginning his finance career in the early 2010s, Canto has held analyst positions at several respected investment firms before joining Seaport Partners in 2022. He holds FINRA Series 7 and 63 licenses and is noted for his disciplined research approach and industry recognition among institutional and retail investors.

    Jeffrey Canto's questions to LanzaTech Global (LNZA) leadership

    Jeffrey Canto's questions to LanzaTech Global (LNZA) leadership • Q4 2023

    Question

    The analyst asked to reconcile the significant Q4 '23 CarbonSmart revenue shortfall with its modest 2024 growth outlook, the potential impact of regulations on pricing and demand, the outlook for U.S. projects, and the drivers behind project delays (economics vs. ESG fatigue).

    Answer

    The CEO explained the conservative 2024 CarbonSmart forecast is due to regulatory uncertainty, the same factor that caused the Q4 miss. Favorable regulations are expected to boost both demand and pricing. The U.S. project pipeline is growing, driven by the IRA, with announcements expected soon. Project delays are attributed to a combination of economic factors like steel costs and a broader 'ESG fatigue', which the company is actively working to mitigate.

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