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    Marty Malloy

    Research Analyst at Johnson Rice & Company L.L.C.

    Martin Malloy is Director of Equity Research and Partner at Johnson Rice & Company L.L.C., specializing in the energy sector with a focus on oil services and renewable energy companies such as Enphase Energy. He has set competitive price targets for industry leaders, including a $45 target for ENPH in July 2025, illustrating an active and data-driven approach to coverage. With over 30 years in financial services and utilities, Malloy began his career in project finance and held senior analyst roles at Capital One Southcoast before joining Johnson Rice in 2007. He holds an MBA from Washington University in St. Louis and a BA from Washington and Lee University, and maintains credentials in equity research and financial analysis.

    Marty Malloy's questions to OPAL Fuels (OPAL) leadership

    Marty Malloy's questions to OPAL Fuels (OPAL) leadership • Q2 2025

    Question

    Marty Malloy asked about the company's strategy and potential timing for returning capital to shareholders, questioning if it might make sense to reduce CapEx spending to initiate a dividend.

    Answer

    Co-CEO Adam Comora emphasized that the company's focus is on maximizing shareholder value through disciplined capital allocation. While acknowledging a robust pipeline of projects with attractive returns, he stated the company remains flexible. He deferred a more detailed discussion to the upcoming Investor Day, highlighting that OPAL's business model will create future optionality for its discretionary free cash flow, which could be used for M&A, shareholder returns, or new projects.

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    Marty Malloy's questions to Eos Energy Enterprises (EOSE) leadership

    Marty Malloy's questions to Eos Energy Enterprises (EOSE) leadership • Q2 2025

    Question

    Marty Malloy of Johnson Rice & Company L.L.C. asked if the recent improvements in round-trip efficiency and installation costs could be quantified in terms of LCOE or IRR for customers, and inquired about the ramp-up time for the second production line.

    Answer

    CCO & Interim CFO Nathan Kreger indicated the improvements could translate to a couple of percentage points on IRR for a typical project. CEO Joe Mastrangelo elaborated that while LCOS definitely improves, there is no single headline number as each project's economics are unique. Regarding Line 2, Mastrangelo confirmed it will ramp in the first half of next year, but the specific timeline is flexible and dependent on customer demand and capital allocation.

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