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    Julien Smith • Jefferies

    Julien Smith's questions to Shoals Technologies Group Inc (SHLS) leadership

    Julien Smith's questions to Shoals Technologies Group Inc (SHLS) leadership • Q4 2024

    Question

    Speaking for Julien Smith of Jefferies, an analyst asked how to reconcile the 2025 midpoint revenue guidance of 8% growth with the 12-18% long-term CAGR outlook from the Investor Day. They also asked about other international markets being explored and their margin profiles.

    Answer

    CFO Dominic Bardos stated that the long-term CAGR involves a ramp-up period and that 2025 growth is on track with that plan, especially given that 2024 revenue exceeded prior expectations. CEO Brandon Moss reiterated focus markets like Australia, Latin America, and Southern Europe, noting that international margins will vary by location and product mix.

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    Julien Smith's questions to Evergy Inc (EVRG) leadership

    Julien Smith's questions to Evergy Inc (EVRG) leadership • Q3 2024

    Question

    Julien Smith from Jefferies asked what factors, such as remaining IRP investments or SPP's ITP, could push growth beyond the high end of the 4-6% range. He also questioned the decision to exclude a future CCGT from the current capital plan.

    Answer

    Chairman and CEO David Campbell acknowledged that the capital plan does not yet include all elements from the IRP, such as a CCGT and a CT planned for 2031-2032, which represent future capital opportunities. He characterized this exclusion as a level of conservatism, emphasizing the company's focus on a plan they have high confidence in executing, while noting these future projects represent "real tailwinds and upside."

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