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    Spencer Lehman

    Research Analyst at Shareholder

    Spencer Lehman is an analyst at Shareholder, with a focus on covering companies such as Stabilis Solutions Inc. and I-80 Gold Corp. Over his career, he has participated actively in earnings calls and demonstrated engaged research on these firms, with four earnings call questions attributed to him. Lehman joined Shareholder after previous experience in the sector, though detailed prior employment history is not publicly available; professional credentials and licensing status have not been explicitly verified. Known for a diligent approach to company analysis, he contributes valuable insight into his designated coverage areas.

    Spencer Lehman's questions to Stabilis Solutions (SLNG) leadership

    Spencer Lehman's questions to Stabilis Solutions (SLNG) leadership • Q2 2025

    Question

    Spencer Lehman, an analyst, highlighted the favorable macro environment for LNG and data centers and questioned what steps Stabilis Solutions is taking to improve investor awareness and communicate its growth story to the market.

    Answer

    Executive Chairman and Interim CEO Casey Crenshaw expressed his personal confidence as a shareholder, emphasizing the company's decade of operational experience, positive cash flow, and significant growth opportunities. He stated that as Stabilis secures major long-term contracts, the company's value will become more apparent to the market. SVP & CFO Andy Puhala added that the company is eager to communicate its story more broadly and believes that announcing transformative contracts will provide the specific news needed to capture investor attention.

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    Spencer Lehman's questions to Stabilis Solutions (SLNG) leadership • Q4 2024

    Question

    Shareholder Spencer Lehman questioned why Stabilis does not explicitly mention 'data centers' in its communications, given the market excitement around AI, and instead uses the broader term 'distributed power'.

    Answer

    Executive Chairman and Interim CEO J. Crenshaw clarified that 'distributed power' is the company's strategic term for the end market that includes data centers, microgrids, and other behind-the-meter applications. He emphasized a focus on long-term value over short-term hype. CFO Andrew Puhala added that while they are actively pursuing this market, they do not have any current data center contracts to announce.

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    Spencer Lehman's questions to i-80 Gold (IAUX) leadership

    Spencer Lehman's questions to i-80 Gold (IAUX) leadership • Q2 2024

    Question

    Spencer Lehman, an independent analyst, questioned whether a friendly or unsolicited takeover might be a possibility, given the rising price of gold and the company's stock price, as an alternative to a joint venture.

    Answer

    CEO Ewan Downie acknowledged the active M&A environment and the strategic value of i-80's assets, which attract constant interest. He noted that while the company could sell non-core projects, he would not favor a takeover of the entire company at its current depressed valuation. Downie emphasized that the focus is on building value and that now is not the time for the company to be acquired.

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    Spencer Lehman's questions to i-80 Gold (IAUX) leadership • Q2 2024

    Question

    Spencer Lehman, an analyst, asked about the possibility of a friendly or unsolicited takeover given the company's stock price and recent M&A activity in the sector, and whether a buyout might be a better outcome for shareholders than the planned joint venture.

    Answer

    CEO Ewan Downie acknowledged the active M&A environment and the interest i-80's assets attract. He noted that while the company might consider selling non-core projects, he would not favor a takeover of the entire company at its current depressed valuation. Mr. Downie emphasized that the company offers tremendous value and that now is not the time to consider being acquired, indicating the joint partnership is the preferred path to unlock shareholder value.

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