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Simon Wong

Portfolio Manager and Research Analyst at Gabelli Funds LLC

United States

Simon Wong is a Portfolio Manager and Research Analyst at Gabelli Funds, specializing in energy sector coverage with a primary focus on companies such as Dril-Quip and Flowserve Corporation. Renowned for his research-driven investment approach, Wong has moderated high-profile industry discussions and contributed to strategic investment decisions, including Gabelli's public opposition to key merger events. He began his investment career at G.research in 1997 as a specialty chemical analyst and held roles as a generalist at Olstein Funds (now Olstein Capital Management), Lucid Asset Management, and Boyar Asset Management before joining Gabelli Funds. Wong holds a CFA charter, a B.A. in Economics from UCLA, and an M.B.A. in Finance from Columbia Business School.

Simon Wong's questions to TWIN DISC (TWIN) leadership

Question · Q4 2025

Simon Wong of Gabelli Funds inquired about the current size of the oil and gas business following recent diversification efforts. He also asked for details on the company's differentiated e-frac offering, its potential future contribution to sales, and the CapEx forecast for fiscal 2026.

Answer

CFO Jeff Knudson stated that the oil and gas business represented about 8% of revenue for the year, roughly half its historical percentage, and projected fiscal 2026 CapEx to be between $12 million and $14 million. CEO John Batten explained that their e-frac solution uses a standard geared transmission with an electric motor, which they believe is a more robust and cost-effective solution than variable frequency drives. Batten expressed optimism that the oil and gas segment could rebound to represent 15% of total sales in the future.

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