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    Tim Moore • Clear Street

    Tim Moore's questions to Diversified Energy Company PLC (DEC) leadership

    Tim Moore's questions to Diversified Energy Company PLC (DEC) leadership • H1 2025

    Question

    Tim Moore of Clear Street asked about footprint expansion and optimization opportunities in basins like the Permian following the Maverick integration, and inquired about specific drivers that could lead to further upside on the new $60 million synergy target.

    Answer

    CEO Rusty Hutson stated that optimization opportunities are dynamic, arising from both internal reviews and external offers, with more value expected as teams fully integrate. CFO Brad Gray emphasized the strategic advantage of operating across five basins, which provides growth flexibility. Hutson expressed confidence that more opportunities will be found, though the $60 million reflects what is currently identified.

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    Tim Moore's questions to Willdan Group Inc (WLDN) leadership

    Tim Moore's questions to Willdan Group Inc (WLDN) leadership • Q2 2025

    Question

    Tim Moore inquired about the role of Willdan's software and analytics capabilities in winning new business, the specific drivers behind the strong organic growth despite the LADWP contract delay, and the potential impact of tariffs on existing contracts.

    Answer

    CEO Michael Bieber confirmed that pairing their proprietary software with consulting services is a successful strategy for winning new projects, highlighting that the upfront consulting business grew 50% organically. He attributed the broad-based growth to the expansion of existing long-term utility agreements and cross-selling, rather than a single large award. CFO Creighton Kim Early stated they do not expect a significant impact from tariffs, as many contracts have clauses to pass along price increases and they can manage supplier volatility.

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    Tim Moore's questions to Willdan Group Inc (WLDN) leadership • Q1 2025

    Question

    Tim Moore asked about any potential areas of demand slowdown, the percentage of contract value attributable to equipment, the revenue ramp timing for the large LADWP contract, and the integration strategy for the recently acquired APG to boost data center services.

    Answer

    CEO Mike Bieber and CFO Creighton Early confirmed no significant operational headwinds, with the main risk being tariffs. Early estimated equipment costs at 25-30% of relevant contract values. Bieber noted that strong organic growth overcame the temporary LADWP revenue gap in Q1, with a significant ramp expected in Q4. He also confirmed that cross-selling and collaboration with the newly acquired APG team are already underway to target the data center market.

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    Tim Moore's questions to Willdan Group Inc (WLDN) leadership • Q4 2024

    Question

    Tim Moore inquired about which specific government programs are experiencing the most significant growth and asked for an update on software cross-selling opportunities, particularly in relation to the newly acquired APG.

    Answer

    Mike Bieber, President and CEO, identified California and New York programs as key growth areas due to rising electricity demand and grid constraints. He noted that this trend is also driving demand for upfront consulting work, which prompted the APG acquisition. Regarding software, Bieber confirmed that Willdan's software will be introduced to APG's clients, as APG does not have its own, and mentioned that existing software cross-selling efforts for grid planning remain solid.

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    Tim Moore's questions to Magnolia Oil & Gas Corp (MGY) leadership

    Tim Moore's questions to Magnolia Oil & Gas Corp (MGY) leadership • Q2 2025

    Question

    Tim Moore of Clear Street inquired about drilling and completion enhancements in the Giddings field, such as pad size, and asked for the outlook on gathering, processing, and transportation expenses.

    Answer

    CEO Christopher Stavros stated that Magnolia continuously works to optimize development in Giddings by adjusting down-spacing and increasing wells per pad as they learn more about the asset. He confirmed these improvements will continue as more of the field is developed. Regarding gathering and transport costs, he indicated they would likely remain "fairly similar" to the current run rate, with some dependency on natural gas prices.

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    Tim Moore's questions to Magnolia Oil & Gas Corp (MGY) leadership • Q1 2025

    Question

    Tim Moore sought more detail on Magnolia's appraisal strategy in the peripheral areas of Giddings and how the company identified the recent high-performing acreage.

    Answer

    President and CEO Christopher Stavros clarified that the successful area was a combination of acreage from their original Giddings position and land acquired over two years ago following appraisal work. He affirmed that the company is continuously looking for opportunities to acquire or lease land to fill in its footprint where geological conditions are favorable for development.

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    Tim Moore's questions to American Superconductor Corp (AMSC) leadership

    Tim Moore's questions to American Superconductor Corp (AMSC) leadership • Q1 2026

    Question

    Tim Moore from Clear Street asked for an estimate of the company's organic sales growth rate, noting the strong performance, and inquired if there has been an uptick in grid-related inquiries following recent government policy actions.

    Answer

    Daniel McGahn, Chairman, President & CEO, acknowledged the strong organic growth, noting past performance in the 20-25% range and the current quarter's strength, but did not provide a specific forward-looking target. He confirmed a general increase in grid-related inquiries, attributing it to a fundamental need to upgrade the grid to meet rising electricity demand, stating 'our time has kind of come here.' He views recent policy stability as a positive signal for continued investment in the sector.

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    Tim Moore's questions to Tetra Technologies Inc (TTI) leadership

    Tim Moore's questions to Tetra Technologies Inc (TTI) leadership • Q2 2025

    Question

    Tim Moore from Clear Street asked about the progress on desalination for beneficial reuse, specifically regarding agricultural growing season hurdles. He also inquired about the expected revenue and EBITDA contribution from the Brazil offshore project in H2 2025 and 2026, and sought details on TETRA's visibility into EOS orders and its ability to ramp up supply.

    Answer

    President & CEO Brady Murphy described the commercial pilot with EOG as going 'extremely well' but could not share specifics due to an NDA. He clarified that the Brazil project's impact will be more significant in 2026 than in 2025. Regarding EOS, Murphy confirmed a very close, almost daily relationship, and noted that TETRA's West Memphis plant is now equipped with bulk tankers to handle the anticipated volume ramp-up.

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    Tim Moore's questions to Tetra Technologies Inc (TTI) leadership • Q1 2025

    Question

    Tim Moore of Clear Street inquired about TETRA's process for prioritizing desalination pilot customers, its supply chain readiness for Eos's production ramp, and its openness to project financing partners for the Arkansas bromine development.

    Answer

    CEO Brady Murphy stated that TETRA has the capacity for multiple pilots and treats all its major operator partners equally. He confirmed the company can supply Eos's first production line but will need additional bromine sources for future expansion. CFO Elijio V. Serrano affirmed that they are actively exploring financing partners for the bromine project to find an optimal solution without diluting shareholders or overlevering the company.

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    Tim Moore's questions to Tetra Technologies Inc (TTI) leadership • Q4 2024

    Question

    Tim Moore asked about TETRA's capacity for desalination pilot projects in 2025, the potential revenue contribution from the Brazil deepwater program in the following year, and the construction lead time for the bromine development project once approved.

    Answer

    CEO Brady Murphy stated that the company is confident enough in its desalination pilot pipeline to be ordering additional units, with lead times being the main constraint. He confirmed the Brazil contract is a two-year program with work spaced evenly, suggesting a similar contribution next year. Regarding the bromine project, he noted the lead time is longer than a few months and the company is exploring capital-light funding options before making a final investment decision.

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    Tim Moore's questions to Plug Power Inc (PLUG) leadership

    Tim Moore's questions to Plug Power Inc (PLUG) leadership • Q4 2024

    Question

    Tim Moore asked if the new cost savings plan could accelerate the positive gross margin inflection point to before Q4 2025 and also inquired about the current appetite for liquid hydrogen.

    Answer

    Sanjay K. Shrestha, executive, affirmed that the target for achieving positive gross margin remains Q4 2025. On liquid hydrogen, CEO Andrew Marsh stated that the hydrogen hubs program is developing on a slow timeline as originally expected by the company and is not anticipated to be a significant near-term revenue driver.

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    Tim Moore's questions to Plug Power Inc (PLUG) leadership • Q3 2024

    Question

    Tim Moore asked if the recent election outcome would prompt more aggressive targeting of oil and gas customers and inquired about the revenue recognition timeline for the 3-gigawatt Australian project.

    Answer

    CEO Andy Marsh clarified that oil and gas companies are already their biggest electrolyzer customers and a primary focus. EVP Sanjay Shrestha stated that for the large Australian project, significant revenue recognition is not expected until the second half of 2026 and into 2027, due to the project's scale and complexity.

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    Tim Moore's questions to Sunrun Inc (RUN) leadership

    Tim Moore's questions to Sunrun Inc (RUN) leadership • Q4 2024

    Question

    Tim Moore asked for color on potential revenue growth for 2025, given the focus on cash generation, and inquired whether the level of 'irrational competitive behavior' in the market has improved recently.

    Answer

    CFO Danny Abajian suggested revenue could grow faster than installation volumes due to the higher value of storage systems, pointing to new value-based metrics as a better indicator of growth. President and CRO Paul Dickson described the competitive environment as 'largely stable,' noting that as one irrational player exits, another tends to take their place.

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    Tim Moore's questions to Bloom Energy Corp (BE) leadership

    Tim Moore's questions to Bloom Energy Corp (BE) leadership • Q3 2024

    Question

    Tim Moore of Clear Street asked about the SK partnership and whether establishing full manufacturing in South Korea, beyond the current assembly, could lead to a higher bid-win rate.

    Answer

    CEO K.R. Sridhar explained that the current joint venture already performs significant assembly in Korea, which provides cost, localization, and tariff benefits. However, he stated that the core "hot box" technology is proprietary and will remain manufactured in facilities where Bloom has absolute control.

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