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    Subash Chandra

    Managing Director and Senior Equity Research Analyst at The Benchmark Company, LLC

    Subash Chandra is a Managing Director and Senior Equity Research Analyst at The Benchmark Company, specializing in the energy sector with a focus on energy producers and energy transition companies. He covers numerous companies across the energy spectrum, including leading basic materials stocks, and has maintained a notable track record with a 41% recommendation success rate and an average return of 5.5% per transaction. Chandra has been covering the energy sector since 1997, with prior analyst roles at Northland Securities, Guggenheim Partners, Jefferies, Morgan Keegan, and A.G. Edwards, before joining Benchmark Company in 2021. He holds a BA in Economics from the University of Michigan and is a CFA Charterholder.

    Subash Chandra's questions to Nano Nuclear Energy (NNE) leadership

    Subash Chandra's questions to Nano Nuclear Energy (NNE) leadership • Q3 2025

    Question

    Subash Chandra of The Benchmark Company, LLC questioned why Nanonuclear did not apply for the DOE's Advanced Reactor pilot program and asked for an assessment of the graphite supply chain, including its role in the reactor design and sourcing strategy.

    Answer

    CEO James Walker explained that applying for the DOE program was disadvantageous, citing higher costs, a lack of commercial benefit, and resource diversion from their primary goal. Founder, Executive Chairman & President Jay Jiang Yu added that it did not fit their rapid commercialization model. On the supply chain, Walker identified nuclear-grade graphite and the reactor pressure vessel as critical components that will be outsourced to specialized, experienced global suppliers, while most other components will be assembled at a planned core manufacturing facility.

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    Subash Chandra's questions to Amplify Energy (AMPY) leadership

    Subash Chandra's questions to Amplify Energy (AMPY) leadership • Q2 2024

    Question

    Asked about the A50 well's cycle time, the value proposition of investing in Haynesville wells versus more Beta wells, and whether a material acceleration of the Beta program would require both organic cash flow and asset monetization proceeds.

    Answer

    The A50 well's cycle time was as expected. The investment in Haynesville does not preclude accelerating the Beta program, as capital is not the ultimate constraint. A material acceleration at Beta can be funded by organic free cash flow alone, especially after the major infrastructure project is completed in Q3, which will significantly boost free cash flow from Q4 onwards.

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