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    John Walthausen • Walthausen & Co.

    John Walthausen is the Founder and Portfolio Manager at Walthausen & Co., specializing in U.S. small-cap value equity strategies. He is recognized for managing the Walthausen Small Cap Value Fund, where he has maintained a disciplined value investing approach and a long-standing performance record, with the fund historically competing among leading peers in the category. Walthausen began his investment career in the mid-1970s, previously serving as lead manager for the Paradigm Value Fund at Paradigm Capital Management before establishing Walthausen & Co. in 2007. He holds industry credentials as a registered investment advisor representative and is known for a rigorous, research-driven investment process.

    John Walthausen's questions to Ampco-Pittsburgh Corp (AP) leadership

    John Walthausen's questions to Ampco-Pittsburgh Corp (AP) leadership • Q4 2024

    Question

    John Walthausen inquired about Ampco-Pittsburgh's strategic plans for its underperforming U.K. operations, including potential workforce reductions, a full exit, or a sale. He also asked about growth prospects for the Air and Liquid division, plans for debt reduction, and the role of customer prepayments in managing cash flow.

    Answer

    Sam Lyon, President of Union Electric Steel, explained that the U.K. operation is in a formal collective consultation process due to significant losses driven by market oversupply and high energy costs, with outcomes ranging from government support to a full plant closure or sale. David Anderson, President of Air and Liquid Systems, noted that growth in his segment is driven by both expansion in current markets like Navy and nuclear, and new geographic opportunities. CFO Michael McAuley stated that debt reduction is contingent on working capital needs tied to demand and that customer deposits, primarily in the Air and Liquid segment, have been a positive source of cash flow.

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    John Walthausen's questions to Koil Energy Solutions Inc (KLNG) leadership

    John Walthausen's questions to Koil Energy Solutions Inc (KLNG) leadership • Q2 2024

    Question

    The analyst asked about the competitive uniqueness of the company's high-pressure MQC plate and requested a general overview of the current competitive landscape.

    Answer

    The executive highlighted the 20,000 PSI MQC plate as a key differentiator due to its robust design and short lead times. He described the competitive environment as manageable, stating that Koil's niche focus, agility, and diverse client base allow it to operate effectively and position it well for future growth.

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