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    Jon Tanwanteng • CJS Securities

    Jon Tanwanteng's questions to indie Semiconductor Inc (INDI) leadership

    Jon Tanwanteng's questions to indie Semiconductor Inc (INDI) leadership • Q2 2025

    Question

    Jon Tanwanteng of CJS Securities asked for an outlook on the company's cash burn and overall cash usage, considering the recent convertible note buyback and the eMotion3d acquisition.

    Answer

    Co-Founder, CEO & Director Donald McClymont stated that the company is on track with its operational cash burn plan, with about $15 million remaining over the next two quarters to reach its goal. He clarified that the $20 million for the acquisition is an additional cash use.

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    Jon Tanwanteng's questions to indie Semiconductor Inc (INDI) leadership • Q1 2025

    Question

    Jonathan Tanwanteng asked about the company's M&A plans given its cash position, the timeline for hiring a new CFO, and sought clarification on a comment about '$100 million in incremental annualized revenue' from design wins.

    Answer

    Executive Donald McClymont stated that M&A is on hold as the company intends to be 'very conservative' with its balance sheet. He confirmed a CFO search is actively underway with several candidates but provided no firm timeline. He clarified that the '$100 million' figure refers to the potential annualized run rate for individual product lines like radar and vision, not the incremental revenue from wins announced this quarter.

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    Jon Tanwanteng's questions to Nomad Foods Ltd (NOMD) leadership

    Jon Tanwanteng's questions to Nomad Foods Ltd (NOMD) leadership • Q2 2025

    Question

    Jon Tanwanteng from CJS Securities asked about the company's long-term portfolio strategy to structurally address hotter summer weather patterns and also inquired about current capital allocation priorities, including share repurchases and debt repayment.

    Answer

    CEO Stéfan Descheemaeker outlined a strategy to improve summer performance by leveraging a wider portfolio, including chicken for barbecues, natural fish, and potatoes, and exploring ice cream expansion beyond the Adriatic. CFO Ruben Baldew addressed capital allocation, highlighting the $100 million in H1 share buybacks and the dividend. He stated the company aims to maintain flexibility and is not actively pursuing M&A in the short term given its current valuation.

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    Jon Tanwanteng's questions to Super Micro Computer Inc (SMCI) leadership

    Jon Tanwanteng's questions to Super Micro Computer Inc (SMCI) leadership • Q4 2025

    Question

    Jon Tanwanteng inquired about the gross margin profile of the Data Center Building Block Solutions (DCBBS) compared to the corporate average and asked if Super Micro expects to gain a competitive advantage in pricing and allocation for the B300 launch.

    Answer

    CEO Charles Liang described DCBBS as a pioneering total solution with less competition, resulting in a better profit margin profile than commodity products. Regarding the B300, he asserted that Super Micro's position with its vendors is 'second to none,' ensuring a strong opportunity to promote the product quickly upon its availability.

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    Jon Tanwanteng's questions to Navitas Semiconductor Corp (NVTS) leadership

    Jon Tanwanteng's questions to Navitas Semiconductor Corp (NVTS) leadership • Q2 2025

    Question

    Jon Tanwanteng questioned if Navitas is generating any engineering revenue during the transition period before the 800V ramp and asked for the cash flow outlook.

    Answer

    CEO Gene Sheridan clarified that while the 800V opportunity is a 2027 event, Navitas has over 40 design wins in 48V data centers that will ramp in 2026, providing growth. CFO Todd Glickman projected that quarterly operating cash usage would remain around $10-11 million. Sheridan also noted that a broader market recovery in 2026 should provide additional tailwinds.

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    Jon Tanwanteng's questions to Leonardo DRS Inc (DRS) leadership

    Jon Tanwanteng's questions to Leonardo DRS Inc (DRS) leadership • Q2 2025

    Question

    Jon Tanwanteng of CJS Securities asked for a breakdown of the drivers behind the raised revenue guidance, the outlook for R&D intensity, and the timeline for normalizing margins on products affected by germanium costs.

    Answer

    EVP & CFO Michael Dippold attributed the revenue guidance increase to strong bookings demand and consistent supply base performance. He noted that internal R&D (IRAD) spending has increased to the mid-3% range to develop 'ReadyNow' solutions for areas like counter-drone and space. Regarding germanium, he stated that margin recovery will be pursued through contract modifications on a program-by-program basis, with mixed customer receptiveness so far.

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    Jon Tanwanteng's questions to Vicor Corp (VICR) leadership

    Jon Tanwanteng's questions to Vicor Corp (VICR) leadership • Q2 2025

    Question

    Jon Tanwanteng asked for color on the end markets affected by order cancellations, the outlook for future royalty growth, Vicor's position in the emerging 800-volt server ecosystem, and the forward-looking trend for operating expenses.

    Answer

    Corporate VP Philip Davies identified the industrial market in China as the primary source of cancellations due to tariffs. CEO Patrizio Vinciarelli affirmed Vicor's commitment to aggressively protecting its IP, suggesting more enforcement actions are coming. He and Davies also highlighted Vicor's pioneering technology for 800-volt conversion. CFO James Schmidt noted that excluding a one-time legal fee, OpEx would have declined and will likely be lumpy going forward based on legal activities.

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