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    Rob McGuire

    Research Analyst at Granite Research

    No publicly available information could be found to confirm the professional profile of Rob McGuire as an analyst at Granite Research, including details on his job title, company coverage, performance track record, career history, or professional credentials. Without verified sources, it is not possible to provide a comprehensive summary or career highlights for this individual at this time.

    Rob McGuire's questions to GoHealth (GOCO) leadership

    Rob McGuire's questions to GoHealth (GOCO) leadership • Q2 2025

    Question

    Rob McGuire of Granite Research asked if transformative acquisitions are a new, aggressive priority for the new board members and also questioned the CAC and revenue per submission for the quarter.

    Answer

    CEO Vijay Kotte confirmed that M&A is a more focused priority, supported by a new Transformation Committee and a pre-approved $250 million basket for transactions. He clarified that Q2 performance metrics like CAC are not representative of the company's capabilities due to a strategic pullback from the Medicare Advantage market in May, which skewed the results.

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    Rob McGuire's questions to CVR PARTNERS (UAN) leadership

    Rob McGuire's questions to CVR PARTNERS (UAN) leadership • Q2 2025

    Question

    Rob McGuire of Granite Research asked about the timing and pricing of the UAN summer fill program, the outlook for fall ammonia prices, and the reasons for increased Q2 direct operating costs. He also inquired about recent unplanned downtime, CEO Mark Pytosh's new dual role, views on industry consolidation, and the capacity impact of brownfield reliability projects.

    Answer

    President & CEO Mark Pytosh explained that the UAN summer fill was delayed by strong demand but would feature a smaller-than-typical seasonal discount. He noted fall ammonia prices should be similar to spring levels. Both Pytosh and CFO Dane Neumann attributed higher operating costs to repairs, inventory effects, and elevated utility prices. Pytosh confirmed downtime issues were resolved, discussed his commitment to his dual CEO role, and saw potential for industry consolidation. He also detailed that brownfield projects, funded by growth CapEx, could add ~100 tons/day of ammonia capacity at Coffeyville and over 5% at East Dubuque.

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    Rob McGuire's questions to CVR PARTNERS (UAN) leadership • Q2 2025

    Question

    Rob McGuire of Granite Research inquired about several operational and strategic topics, including the timing and pricing for the UAN summer fill program, the outlook for fall ammonia prices, and the reasons for the increase in Q2 direct operating costs. He also asked for clarification on recent unplanned downtime, the capacity impact of brownfield projects, and CEO Mark Pytosh's new dual role following the CVR Energy announcement.

    Answer

    President & CEO Mark Pytosh explained that the UAN summer fill was delayed by strong demand and that the typical seasonal price discount will be much narrower this year. He and EVP & CFO Dane Neumann attributed higher Q2 operating costs to repairs, inventory draws, and elevated electricity and gas prices, which are expected to persist into Q3. Pytosh confirmed that unplanned downtime issues were resolved and detailed how brownfield projects, funded by growth capex, will add significant capacity. He also affirmed his continued commitment to CVR Partners while taking on the CEO role at parent CVR Energy.

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    Rob McGuire's questions to CVR PARTNERS (UAN) leadership • Q2 2025

    Question

    Rob McGuire of Granite Research inquired about the timing and pricing of CVR Partners' UAN summer fill program, the outlook for fall ammonia pricing, and the drivers behind increased Q2 direct operating costs. He also asked about the resolution of recent unplanned downtime, CEO Mark Pytosh's new dual role, views on industry consolidation, and specifics on capacity additions from brownfield reliability projects.

    Answer

    President & CEO Mark Pytosh explained that the UAN summer fill was delayed by strong demand but is expected soon with a smaller-than-usual seasonal discount. He noted fall ammonia pricing should be similar to the spring. Pytosh and CFO Dane Neumann attributed higher Q2 operating costs to repairs, inventory draws, and elevated electricity and gas prices, which are expected to continue into Q3. Pytosh confirmed downtime issues were resolved and discussed his commitment to his dual CEO role. He also shared a positive outlook on industry consolidation and detailed how brownfield projects, funded by growth capex reserves, will add significant, cost-effective production capacity at both plants.

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    Rob McGuire's questions to LSB INDUSTRIES (LXU) leadership

    Rob McGuire's questions to LSB INDUSTRIES (LXU) leadership • Q2 2025

    Question

    Rob McGuire from Granite Research inquired about UAN import trends, the market impact from recent Ukrainian strikes on Russian fertilizer facilities, and the current status of the Leidos lawsuit.

    Answer

    CCO Damian Renwick explained that UAN imports were below last year, contributing to market tightness, and that potential tariffs would likely have a more material impact than the drone strikes. CEO Mark Behrman provided an update on the Leidos lawsuit, stating that the trial is currently scheduled to begin in late October 2025.

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    Rob McGuire's questions to LSB INDUSTRIES (LXU) leadership • Q2 2025

    Question

    Rob McGuire of Granite Research asked about current UAN import trends, the market impact from Ukrainian strikes on Russian fertilizer plants, and requested an update on the status of the Leidos lawsuit.

    Answer

    EVP and CCO Damien Renwick stated that UAN imports were below last year, contributing to market tightness. He has seen no immediate impact from the drone strikes, suggesting future tariffs would be a more significant factor that could redistribute global trade. Chairman and CEO Mark Behrman provided an update on the Leidos lawsuit, stating the trial is currently scheduled to begin in late October.

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