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    Thomas Meric • Janney Montgomery Scott LLC

    Thomas Meric's questions to Solaris Energy Infrastructure Inc (SEI) leadership

    Thomas Meric's questions to Solaris Energy Infrastructure Inc (SEI) leadership • Q2 2025

    Question

    Thomas Meric asked about Solaris's long-term strategy regarding partnerships, inquiring about potential collaborations with technology developers, fuel suppliers, service providers, or capital partners.

    Answer

    Chairman & CEO William Zartler affirmed that partnerships are key to the strategy, focusing on combining complementary skill sets. He mentioned active discussions with gas producers, pipeline companies, and customers interested in co-investment. He also highlighted the growing importance of partnerships in electrical contracting and operations to ensure optimized performance of hybrid power plants.

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    Thomas Meric's questions to Lanzatech Global Inc (LNZA) leadership

    Thomas Meric's questions to Lanzatech Global Inc (LNZA) leadership • Q3 2024

    Question

    Thomas Meric sought clarity on the Norway project's potential $20 million revenue, asking if it's a one-time Q4 figure and its expected free cash flow conversion. He also asked about the cash flow profile of future similar projects and the key learnings from this initial transfer process.

    Answer

    CFO Geoff Trukenbrod clarified that the potential $20 million revenue for the Norway project in Q4 is largely a catch-up for previously incurred development costs, which also initiates a long-tail revenue stream from ongoing services. CEO Jennifer Holmgren added that a key learning is to create a replicable 'lift and shift' project design to lower future costs and timelines. The goal is to partner with capital providers at the earliest stages to ensure alignment throughout the pre-FID process.

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    Thomas Meric's questions to Lanzatech Global Inc (LNZA) leadership • Q1 2024

    Question

    Thomas Meric asked about the supply, demand, and cost dynamics for Sustainable Aviation Fuel (SAF) feedstocks, the impact of the GREET model, and the potential for more Brookfield project FIDs.

    Answer

    CEO Jennifer Holmgren highlighted growing global demand for waste-based feedstocks, supported by mandates like the UK's. She viewed the GREET model as a positive for US corn ethanol producers. Regarding Brookfield, she noted a robust pipeline exists but the immediate focus is on finalizing the first project transfer to establish a clear process for future projects.

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