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    Tyler DiMatteo • BTIG

    Tyler DiMatteo's questions to Blue Bird Corp (BLBD) leadership

    Tyler DiMatteo's questions to Blue Bird Corp (BLBD) leadership • Q2 2025

    Question

    Tyler DiMatteo asked how Blue Bird balances its pricing strategy with its bid win rate, particularly given the option to substitute EVs with other alternative-powered buses, and inquired about the cost-sharing dynamics and conversations with the supplier base regarding tariffs.

    Answer

    CEO John Wyskiel and CFO Razvan Radulescu explained that it's too early to see a definitive shift from EV to propane but noted Blue Bird is well-positioned as the sole provider of propane buses. Radulescu added that since competitors are similarly affected by tariffs, there has been no material effect on the company's win rate. Regarding suppliers, he stated that conversations are ongoing and vary by partner, with a focus on mitigating impacts through sourcing alternatives or stair-stepping cost increases.

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    Tyler DiMatteo's questions to Blue Bird Corp (BLBD) leadership • Q4 2024

    Question

    Tyler DiMatteo questioned the remaining opportunity for productivity improvements and how Blue Bird is managing its product portfolio mix, particularly given potential EV delivery delays due to infrastructure build-outs.

    Answer

    CEO Phil Horlock detailed ongoing productivity gains from lean manufacturing, improved material management, and a significant reduction in vehicle throughput time from over 40 days to 12-14 days. CFO Razvan Radulescu added that the company is managing its production schedule with its strong existing EV backlog and expects new EPA-funded orders to fill the second half of fiscal 2025, while continuing to actively promote its propane buses.

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    Tyler DiMatteo's questions to CleanSpark Inc (CLSK) leadership

    Tyler DiMatteo's questions to CleanSpark Inc (CLSK) leadership • Q1 2025

    Question

    Tyler DiMatteo questioned if the execution of hashrate growth would differ as the company scales to 50 and 60 exahash, and also asked for commentary on current rig market dynamics.

    Answer

    Executive Zachary Bradford emphasized that growth is based on a 'repeatable' blueprint, which becomes more efficient with scale, highlighting the benefits of immersion cooling. He described the rig market as one where CleanSpark's scale and vendor relationships allow it to be selective and secure competitive pricing. Executive Gary Vecchiarelli reinforced this by pointing to the company's track record of growing from 10 to 40 exahash in the past year.

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    Tyler DiMatteo's questions to Piedmont Lithium Inc (PLL) leadership

    Tyler DiMatteo's questions to Piedmont Lithium Inc (PLL) leadership • Q3 2024

    Question

    Tyler DiMatteo of BTIG sought details on the timeline and integration process for finding an ideal partner for Carolina Lithium and asked about opportunities for further operational improvements at the North American Lithium (NAL) project.

    Answer

    President and CEO Keith Phillips noted strong interest in Carolina Lithium but emphasized the need to protect shareholder value and not rush into a deal at the market trough. He stated that integrating a partner would be straightforward. Regarding NAL, he highlighted that while the mill is performing well, a significant opportunity exists to lower mining costs by 15-20% by 2026. The most exciting long-term opportunity is a potential brownfield expansion to double production, leveraging the project's expanded mineral resource.

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    Tyler DiMatteo's questions to Piedmont Lithium Inc (PLL) leadership • Q2 2024

    Question

    Tyler DiMatteo of BTIG inquired about the strategic shift to consolidate the Tennessee project into North Carolina, asking if Tennessee is now shelved and what constitutes "appropriate market levels" for the Carolina project's timeline. He also asked about the offtake timeline for the Ewoyaa project in Ghana.

    Answer

    Keith Phillips, President and CEO, explained that consolidating into a larger Carolina project is more efficient and appealing to partners. He clarified that a Final Investment Decision (FID) for Carolina is unlikely in the next 24 months due to market conditions. Regarding Ghana, he stated the Ewoyaa project needs a stronger market and that funding will likely come from offtake partners on a non-dilutive basis.

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    Tyler DiMatteo's questions to Core Scientific Inc (CORZ) leadership

    Tyler DiMatteo's questions to Core Scientific Inc (CORZ) leadership • Q3 2024

    Question

    Tyler DiMatteo of BTIG asked how the customer sourcing process for HPC has changed since securing the full CoreWeave contract and inquired about the company's power strategy for new custom-built HPC facilities.

    Answer

    CEO Adam Sullivan explained that completing the 500 MW CoreWeave contract has significantly boosted Core Scientific's credibility, positioning it as a thought leader in HPC infrastructure design. For power strategy, he highlighted the company's in-house power team, which leverages strong utility relationships to manage procurement and pricing on behalf of clients, a key part of their value proposition.

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