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    Thomas Meric

    Research Analyst at Janney Montgomery

    Thomas Meric is Director in the Equity Research Group at Janney Montgomery Scott, specializing in the energy transition sector which includes comprehensive coverage of companies like LanzaTech Global and Solaris Energy. He is recognized for his in-depth, asset-level analysis in solar, renewable fuels, EV charging, and wholesale power technology, with strong performance reflected in successful Buy-rated recommendations such as his coverage initiation of LanzaTech at a $10 target price. Beginning his analyst career with Capital One Securities, where he spent six years in research roles covering alternative and renewable energy and oilfield services, Meric joined Janney in 2022 to lead specialized energy transition research. He holds a B.A. from Washington and Lee and is registered with FINRA through Janney Montgomery Scott LLC, confirming his professional credentials in securities analysis.

    Thomas Meric's questions to LanzaTech Global (LNZA) leadership

    Thomas Meric's questions to LanzaTech Global (LNZA) leadership • Q2 2024

    Question

    Inquired about the role of the second-generation bioreactor in the Jakson Green project, potential reasons for project delays in the second half of the year, and requested an update on the Brookfield partnership and the first project transfer.

    Answer

    The second-generation bioreactor improves efficiency and profitability but was not the sole factor for the project's viability. Potential delays in H2 are related to the timing of final investment decisions (FIDs) for a half-dozen key projects heavily weighted to Q4, which could shift revenue into the next year. The Brookfield partnership is progressing well, with a specific project in late-stage engineering, and the focus is on establishing a smooth transfer process with this first project before scaling up with the rest of the pipeline.

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

    Question

    Asked about the SAF market's feedstock dynamics, the company's reaction to the new GREET model, and the potential for more project FIDs with their partner Brookfield.

    Answer

    The company sees growing demand for waste-based feedstocks for SAF, supported by mandates like the UK's. The GREET model is viewed as a positive development for US corn ethanol producers. The Brookfield partnership is focused on finalizing the first project transfer to establish a template before accelerating additional projects in the pipeline.

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