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    John H. Bair

    Research Analyst at Ascend Wealth Advisors, LLC

    John H. Bair is President of Ascend Wealth Advisors, LLC, specializing in investment management with a strong background in natural resource sectors and geological exploration. Over his career, Bair has focused on companies in the natural resources and energy industries, leveraging deep operational and analytical expertise, though specific company coverage and quantified performance metrics are not publicly available. He began his professional journey as a petroleum geologist in Houston in the 1980s before transitioning into finance, earning his Certified Fund Specialist (CFS) designation and holding memberships with both financial and geological professional associations. Bair holds a Bachelor of Science in Geology from Denison University and a master's from Louisiana State University, reflecting a unique blend of technical and financial credentials.

    John H. Bair's questions to Consolidated Water (CWCO) leadership

    John H. Bair's questions to Consolidated Water (CWCO) leadership • Q2 2025

    Question

    John H. Bair from Ascend Wealth Advisors, LLC asked for details on the nuclear business, including its domestic focus, application to new builds versus retrofits, and potential in the SMR market. He also questioned future CapEx needs and the status of receivables from The Bahamas.

    Answer

    CEO Frederick McTaggart clarified that their nuclear work involves fabricating equipment for domestic clients serving existing facilities, though the technology could apply to SMRs. He identified future CapEx needs primarily in the Cayman utility. Regarding receivables, McTaggart and CFO David Sasnett confirmed progress with the Bahamian government and expect to see increased payments.

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    John H. Bair's questions to Consolidated Water (CWCO) leadership • Q2 2025

    Question

    John H. Bair from Ascend Wealth Advisors, LLC asked for details on the nuclear business, including whether it was domestic or international, if it involved new builds or retrofits, and its applicability to the SMR market. He also inquired about future CapEx needs and the payment status of receivables from The Bahamas.

    Answer

    CEO Frederick McTaggart clarified that their nuclear business involves fabricating equipment for domestic customers, though some end-products go overseas. The work is primarily for existing facilities but could apply to the emerging SMR market. He stated that future capital expenditures will be concentrated on the Cayman utility to meet growth. Both McTaggart and CFO David Sasnett confirmed that they are seeing progress on collecting receivables from The Bahamas, with an increase in payments since the end of the quarter.

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    John H. Bair's questions to Consolidated Water (CWCO) leadership • Q2 2025

    Question

    John H. Bair from Ascend Wealth Advisors, LLC asked for details on the nuclear manufacturing business, including its customer base and application to SMRs. He also questioned future CapEx needs, potential from U.S. reshoring, and the status of accounts receivable from the Bahamas.

    Answer

    CEO Frederick McTaggart clarified their nuclear work is for domestic customers on existing facilities but could apply to SMRs. He noted future CapEx is focused on the Cayman utility. McTaggart and CFO David Sasnett reported that progress has been made on collecting receivables from the Bahamas since the end of the quarter, with an agreement in place for scheduled payments.

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    John H. Bair's questions to Consolidated Water (CWCO) leadership • Q2 2025

    Question

    John H. Bair from Ascend Wealth Advisors, LLC sought details on the manufacturing segment's nuclear business, asking about its domestic versus international scope, its focus on retrofits versus new builds, and its applicability to the small modular reactor (SMR) market. He also inquired about future CapEx needs and the status of accounts receivable from The Bahamas.

    Answer

    CEO Frederick McTaggart clarified that the nuclear business serves domestic clients, focuses on equipment for existing facilities, and could potentially apply to the SMR market. He noted future CapEx is primarily for the Cayman utility's growth. Regarding receivables, McTaggart reported that progress has been made with The Bahamas government since the quarter's end, with increased payments being received. CFO David Sasnett added this progress should be reflected in Q3 results.

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    John H. Bair's questions to GRAHAM (GHM) leadership

    John H. Bair's questions to GRAHAM (GHM) leadership • Q1 2026

    Question

    John H. Bair of Ascend Wealth Advisors, LLC asked about the pipeline for future large project awards to sustain the backlog and inquired about progress on proactively targeting the installed base for aftermarket business.

    Answer

    President & CEO Matthew Malone described a dual strategy of pursuing large, lumpy defense programs while simultaneously building a more stable, recurring revenue stream from proactive aftermarket services. He noted initiatives are underway to enhance this, including deploying new technology and using AI for faster quoting, but financial returns are not yet realized as they are in the early stages.

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    John H. Bair's questions to GRAHAM (GHM) leadership • Q1 2026

    Question

    John H. Bair of Ascend Wealth Advisors, LLC inquired about the future project pipeline for potential large awards to maintain the backlog, given the lumpy nature of orders. He also asked for an update on the company's initiative to proactively target its installed base for aftermarket work.

    Answer

    President & CEO Matthew Malone explained a twofold strategy: pursuing large, lumpy defense programs like new torpedo contracts, while simultaneously leveling the commercial business through a proactive aftermarket approach to create recurring revenue. He detailed that the aftermarket initiative is in full swing, using legacy employee relationships, targeting turnarounds with new technology, and implementing AI for faster quoting.

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    John H. Bair's questions to GRAHAM (GHM) leadership • Q1 2026

    Question

    John H. Bair of Ascend Wealth Advisors, LLC asked about the future project pipeline to sustain the backlog given the lumpy nature of orders and inquired about progress on proactively targeting the installed base for aftermarket services.

    Answer

    CEO Matthew Malone described a dual approach: pursuing large, lumpy defense programs while simultaneously building a more stable, recurring revenue stream from proactive aftermarket services. He detailed the aftermarket strategy, which includes deploying new technology like their next-gen nozzle and using AI for faster quoting, noting that while the initiatives are underway, the financial returns are not yet realized.

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