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    Luke Persons

    Research Analyst at Craig-Hallum Capital Group LLC

    Luke Persons is a Research Analyst at Craig-Hallum Capital Group LLC, specializing in clean technology and the financial analysis of companies within that sector. He has covered specific companies such as Polaris Industries, demonstrating advanced skills in equity research through his high-level participation as captain in the CFA Institute’s Annual Research Challenge, where his team placed among the top six out of over 700 in the Americas’ Region. Luke began his professional journey during his academic tenure, gaining recognition for performance in financial competitions before joining Craig-Hallum Capital Group. He holds relevant financial credentials and has been actively engaged in industry-standard evaluation and analysis as part of his early career.

    Luke Persons's questions to PureCycle Technologies (PCT) leadership

    Luke Persons's questions to PureCycle Technologies (PCT) leadership • Q2 2025

    Question

    Luke Persons, on for Eric Stine, asked about the company's approach to customer diversification at Ironton and the challenges anticipated in scaling up to a 300M+ pound Gen 2 facility.

    Answer

    CEO Dustin Olson explained that customers moving fastest are securing 2026 capacity, but the company is pursuing high-margin opportunities across all segments, including automotive and FDA applications. Regarding scaling, Olson expressed high confidence, noting that the company's position is fundamentally different from when Ironton was built. He cited extensive operational data and deep R&D from the Durham facility as key enablers for scaling the technology effectively and cost-efficiently.

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    Luke Persons's questions to Alto Ingredients (ALTO) leadership

    Luke Persons's questions to Alto Ingredients (ALTO) leadership • Q2 2025

    Question

    Luke Persons, on for Eric Stine, inquired about the potential for further operational benefits from the Carbonic acquisition and the progress in realizing synergies. He also asked how well-equipped the company is to make its European export strategy a substantial revenue stream and whether the recent dock damage would materially impede this progress.

    Answer

    President and CEO Bryon McGregor explained that the Carbonic facility is not yet at its full 70,000-ton capacity, currently selling about 50,000 metric tons, indicating room for growth with minimal capital expenditure. Regarding exports, McGregor stated that while they have developed workarounds for the damaged dock, a full repair is imperative. He noted that European sales are already exceeding original expectations and are expected to continue improving due to the unique, high-quality products from the Pekin campus.

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    Luke Persons's questions to Alto Ingredients (ALTO) leadership • Q1 2025

    Question

    Luke Persons from Craig-Hallum Capital Group asked about the idled Magic Valley facility, questioning if the unfavorable corn cost conditions were regional or specific to Alto's logistics and what market improvements would be necessary to consider a restart.

    Answer

    CEO Bryon McGregor explained the challenges are plant-specific, driven by high logistical costs for corn delivery with no rail competition. Both McGregor and CFO Rob Olander noted that market fundamentals, particularly the compression of high-protein prices due to increased soy crush, have changed the plant's economics. They indicated a restart is not imminent and would require a sustained market shift and potentially a significant capital investment to change the feedstock from corn.

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    Luke Persons's questions to TPIC leadership

    Luke Persons's questions to TPIC leadership • Q1 2025

    Question

    Luke Persons, on for Eric Stine, inquired about the Iowa facility restart, asking if current market demand could lead to bringing more production lines online for 2026. He also asked if the previously mentioned target of an 8% supply chain cost reduction in 2025 is still realistic given recent tariff and IRA uncertainty.

    Answer

    President and CEO William Siwek confirmed ongoing discussions with their customer to potentially utilize the Iowa facility's full five-line capacity, but noted that any expansion is contingent on demand, IRA outcomes, and the tariff situation. On supply chain costs, Siwek affirmed they are on track to meet or exceed the reduction targets for the bill of materials, stating the market has been cooperative and any tariff impact would be minimal.

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