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    Nick Gowes

    Senior Equity Analyst at Wolfe Research, LLC

    Nick Gowes is a Senior Equity Analyst at Wolfe Research, LLC, specializing in comprehensive coverage of transportation and infrastructure companies including names such as CSX Corporation, Union Pacific, and Norfolk Southern. Recognized for his rigorous quantitative research and data-driven investment insights, he has maintained a strong success rate of 68% and ranks in the top quartile among Wall Street analysts on platforms like TipRanks, with consistent double-digit annualized returns for his stock recommendations. Gowes began his analyst career at a major global investment bank in 2012, joining Wolfe Research in 2018, where he quickly advanced to his current role through his outstanding sector performance and thought leadership. He holds Series 7 and Series 63 securities licenses, is FINRA registered, and has been cited in industry publications for his best-in-class sector research.

    Nick Gowes's questions to CENTURY ALUMINUM (CENX) leadership

    Nick Gowes's questions to CENTURY ALUMINUM (CENX) leadership • Q1 2025

    Question

    Nick Gowes of B. Riley Securities asked about capital allocation priorities, operational progress and cost-saving potential at the Jamalco refinery, the drivers behind Q2's raw material cost guidance, and the timeline and strategic viability of the new U.S. smelter project.

    Answer

    CEO Jesse Gary confirmed that debt reduction remains the primary use of excess cash. He detailed that Jamalco is improving operationally, with a new turbine expected to lower costs starting in Q1 2026, and that the new smelter project's significant capital spending will not begin until 2026. CFO Peter Trpkovski clarified that rising coke, pitch, and caustic prices are driving the Q2 raw material cost headwinds of $5-$10 million.

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    Nick Gowes's questions to CENTURY ALUMINUM (CENX) leadership • Q4 2024

    Question

    Nick Gowes asked about Century's earnings power given the lag in Midwest premium realization, the potential for restarting the Mt. Holly and Hawesville smelters, and for clarification on a one-time alumina cost headwind in the Q1 2025 guidance.

    Answer

    President and CEO Jesse Gary confirmed the significant earnings potential from rising Midwest premiums, noting they could increase further. He stated that analysis for a Mt. Holly restart is being updated following recent tariff news. EVP and CFO Gerald Bialek clarified that the Q1 alumina cost headwind is a temporary accounting issue due to FIFO and is fully offset by a benefit recorded in Q4 2024, with no expected impact in Q2.

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