J.R. Weston's questions to Solaris Energy Infrastructure Inc (SEI) leadership • Q2 2025
Question
J.R. Weston inquired how providing more bespoke, turnkey power solutions enhances the company's long-term value proposition. He also asked about the future capital allocation strategy, particularly the balance between dividends and growth investment.
Answer
Chairman & CEO William Zartler described the ideal solution as a bespoke, robust microgrid combining various generation sources like turbines, grid power, and batteries. Regarding capital allocation, he stated that while it's too early to make a definitive call, the management team has a strong track record of balancing growth investments with returning cash to shareholders and will make that decision in the coming year.