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    Mickey Legg • The Benchmark Company LLC

    Mickey Legg is an Equity Research Analyst at The Benchmark Company LLC, specializing in the Electric Vehicle sector with emphasis on the EV supply chain, charging infrastructure, and OEMs. He covers prominent companies such as General Motors, Tesla, Enovix, Aqua Metals, KULR Technology Group, Rivian Automotive, Blink Charging, and ZOOZ Power, and has achieved a success rate of 63.64% with an average return of -1.54% across rated stocks. Legg began covering the EV space in 2023 at Benchmark, previously serving as an Associate in investment banking there and as an Equity Research Associate for CCM Advisory; he also has experience as a design engineer at Engineering Tomorrow. He graduated from the University of Delaware and is known for advising on over 40 transactions during his early career in investment banking.

    Mickey Legg's questions to Blink Charging Co (BLNK) leadership

    Mickey Legg's questions to Blink Charging Co (BLNK) leadership • Q2 2025

    Question

    Mickey Legg focused on the Zometric acquisition, asking for more detail on the volume production ramp-up targeted for October. He also requested a breakdown of the announced $8 million in annualized cost savings and any potential cost synergies from the Zometric deal.

    Answer

    President, CEO & Director, Michael Battaglia, detailed that Zometric's new single-plug chargers are expected to enter volume production in October following UL certification, complementing its currently sold dual-port charger. CFO Michael Bercovich explained the $8 million in annualized savings stems from the executed workforce reduction, while non-recurring Q2 costs were from one-time compensation and ceased consulting engagements. Battaglia added that the company sees more opportunities to take costs out of the business.

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    Mickey Legg's questions to Blink Charging Co (BLNK) leadership • Q2 2025

    Question

    Requested more details on the Zometric acquisition, specifically about the production ramp-up planned for October and the current revenue status. Also asked for a breakdown of the announced $8 million in annualized cost savings.

    Answer

    Zometric's new single-plug chargers are in the final stages of UL testing, with volume production through a contract manufacturer expected to begin in October. The company is already identifying pipeline opportunities for these products. The $8 million in annualized cost savings primarily comes from the previously executed workforce reduction. An additional $5 million in Q2 expenses related to compensation and consulting will not recur.

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    Mickey Legg's questions to Blink Charging Co (BLNK) leadership • Q4 2024

    Question

    Asked for details on alternative customer channels, hurdles to growing the owner-operator business, and how the company is protected from regulatory changes and supply chain tariffs.

    Answer

    The company highlighted electrical distributors and local municipalities as key alternative channels. The main hurdle for the owner-operator model is capital, which they are addressing by pursuing non-dilutive sources. They are not fully protected from tariffs but their US and India manufacturing footprints provide a buffer and flexibility.

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    Mickey Legg's questions to Aqua Metals Inc (AQMS) leadership

    Mickey Legg's questions to Aqua Metals Inc (AQMS) leadership • Q2 2025

    Question

    Mickey Legg from The Benchmark Company LLC inquired about Aqua Metals' technology progress, its cost competitiveness against Chinese and US methods, the outcomes of the recent tech showcase, the potential impact of future trade policies, and the company's flexibility in structuring partnerships following its debt elimination.

    Answer

    CEO Steve Cotton highlighted the production of high-purity lithium carbonate with extremely low fluorine content as a key technological milestone that has gained traction with partners. He emphasized the flexibility of their flow sheet to produce various nickel products to meet specific partner needs. Cotton described the recent tech showcase as highly successful in validating their technology and opening new strategic discussions. He also discussed advocating for domestic processing incentives for black mass and noted the company's improved balance sheet provides a crucial runway to negotiate favorable partnership structures, including licensing, JVs, or build-own-operate models.

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