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    Jesse Sobelson • D. Vorel Capital

    Jesse Sobelson's questions to Vertical Aerospace Ltd (EVTL) leadership

    Jesse Sobelson's questions to Vertical Aerospace Ltd (EVTL) leadership • Q2 2025

    Question

    Jesse Sobelson of D. Vorel Capital asked how the hybrid aircraft complements the all-electric model in the broader market strategy and what significant technical learnings from recent wing-borne tests will influence the final certified VX4 design.

    Answer

    CEO Stuart Simpson and CCO Michael Cervenka explained the hybrid and electric models are complementary. The electric VX4 targets short-range commercial routes, while the hybrid addresses longer-range missions, helicopter displacement, and a wide spectrum of defense applications. Regarding test learnings, Simpson stated the primary takeaway was that the aircraft's design is 'brilliant' and performed exactly as modeled, validating the concept and keeping them on track for certification.

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    Jesse Sobelson's questions to Tetra Technologies Inc (TTI) leadership

    Jesse Sobelson's questions to Tetra Technologies Inc (TTI) leadership • Q2 2025

    Question

    Jesse Sobelson from D. Boral Capital asked for more detail on the second-half financial outlook, questioning if Q3 and Q4 would be similar given the strong annual guidance. He also inquired if the strong working capital performance in the quarter was seasonal or a sustainable source of cash flow.

    Answer

    President & CEO Brady Murphy stated that financial activity in Q3 and Q4 is expected to be relatively similar, though not at the record pace of the first half. SVP & CFO Elijio Serrano attributed the strong cash from working capital to collections from a large CS Neptune project and seasonality in Northern Europe, but affirmed that he still expects to increase free cash flow from the base business in the second half of the year.

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    Jesse Sobelson's questions to Tetra Technologies Inc (TTI) leadership • Q1 2025

    Question

    Jesse Sobelson from Boral Capital Management requested clarification on the first-half 2025 adjusted EBITDA guidance, questioning the drivers behind the range.

    Answer

    CFO Elijio V. Serrano and CEO Brady Murphy clarified that the $57 million to $65 million guidance range applies to the entire first half of 2025, not just the second quarter. They identified the timing of large, lumpy deepwater projects as the primary variable determining performance within that range. VP Kurt Hallead added that the spread of the range is consistent with what was initially provided.

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    Jesse Sobelson's questions to Tetra Technologies Inc (TTI) leadership • Q3 2024

    Question

    Jesse Sobelson requested more details on the PureFlow electrolyte business with Eos Energy, specifically regarding production capacity and the anticipated impact on margins.

    Answer

    CFO Elijio Serrano detailed the business's evolution from selling PureFlow (high-purity zinc bromide) to blending the full electrolyte for Eos. He confirmed that TETRA has expanded its West Memphis facility and is now prepared to meet Eos's demand as it ramps up production. While declining to provide specific figures, he stated the margins are expected to be consistent with those in the oil and gas sector.

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    Jesse Sobelson's questions to AEye Inc (LIDR) leadership

    Jesse Sobelson's questions to AEye Inc (LIDR) leadership • Q4 2024

    Question

    Jesse Sobelson of D. Boral Capital inquired about the expected price point for lidar solutions in OEM negotiations and asked about the company's guidance on the timeline from the ramp of Apollo B-sample shipments to commercialization in production vehicles.

    Answer

    CEO Matthew Fisch addressed pricing by stating that for high-performance, next-generation lidar, the price would be 'well below $1,000,' potentially in the '$500 or in that range' at scale, noting their Tier 1 partnership provides significant supply chain leverage. Regarding the commercialization timeline, executive Conor Tierney stated that the company has not provided long-term guidance. However, Matthew Fisch added that the typical automotive development cycle is two to three years after a contract is awarded.

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