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    Robert Van Voorhis • Vanatoc Capital Management

    Robert Van Voorhis's questions to Allient Inc (ALNT) leadership

    Robert Van Voorhis's questions to Allient Inc (ALNT) leadership • Q1 2025

    Question

    Robert Van Voorhis asked about the expected operating leverage as revenue begins to ramp and whether significant new investments in SG&A would be required.

    Answer

    Executive James Michaud responded that the company remains focused on its 'Simplify to Accelerate NOW' program and managing debt. He indicated that the priority is to manage cash flow and make strategic investments where appropriate, implying a focus on leveraging the existing cost structure rather than significant SG&A expansion.

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    Robert Van Voorhis's questions to Allient Inc (ALNT) leadership • Q3 2024

    Question

    Robert Van Voorhis of Vanatoc Capital Management inquired about the sustainability of the favorable product mix that benefited gross margins in the quarter. He also asked for clarification on the implementation timing of the second $5 million in cost savings from the 'Simplify to Accelerate NOW' program.

    Answer

    James Michaud, CFO, stated that management is excited about the future product mix, driven by expected growth in the data center space and a more selective approach to taking on new projects. He confirmed that the second $5 million in cost savings were implemented towards the end of Q3. Richard Warzala, Chairman, President and CEO, added a reminder that there are one-time costs associated with these savings that will impact results before being adjusted out for metrics like adjusted EBITDA.

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