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    Karl Birkenfeld

    Research Analyst at American Trust Investment

    Karl Birkenfeld's questions to AGM GROUP HOLDINGS (AGMH) leadership

    Karl Birkenfeld's questions to AGM GROUP HOLDINGS (AGMH) leadership • Q4 2021

    Question

    Karl Birkenfeld of American Trust Investment inquired about the impact of China's COVID-19 lockdowns on 2022 business, requested a revenue projection for the year, asked about AGMH's key competitors and technical advantages, and questioned the company's strategy regarding clean energy and energy-efficient chip production.

    Answer

    CFO Steven Sim explained that China's lockdowns make forecasting difficult due to supply chain disruptions, rendering a full-year revenue projection impossible, though he remains positive on a quarterly basis. He identified key peers and highlighted the partnership with HighSharp and the high-spec KOI Miner C16 as technical advantages. Chairman and Co-CEO Chenjun Li, translated by Steven Sim, added that the company is optimistic about miners using clean energy and is actively developing more energy-efficient chips, noting their current C16 model is already one of the most efficient on the market.

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    Karl Birkenfeld's questions to Cenntro (CENN) leadership

    Karl Birkenfeld's questions to Cenntro (CENN) leadership • FY 2021

    Question

    Karl Birkenfeld from American Trust Investment questioned how the recent COVID-19 lockdowns in Shanghai would affect Cenntro's overall gross margins for 2022.

    Answer

    CEO Peter Wang acknowledged that continued lockdowns in China could significantly impact factories, shipping, and the supply chain, making it difficult to predict the effect on gross margins. To mitigate risks, he stated the company has secured a three-month supply of key components and is actively localizing its supply chain, such as planning for battery packing in its Jacksonville facility. Wang concluded that while an impact is likely if the situation deteriorates, the company is prepared, but gross margin and revenue could be hurt.

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