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    Vincent Anderson

    former Lead Equity Research Analyst at Stifel

    Vincent Anderson is a former Lead Equity Research Analyst at Stifel Nicolaus, specializing in the Materials sector, where he was responsible for coverage of a range of materials companies. Over a 12-year investment career, he developed expertise in analyzing companies across chemicals, metals, and specialty materials, providing research and investment ideas to institutional clients. Anderson joined D.F. Dent & Co. in June 2024 following his tenure at Stifel, and holds a B.S. in Business from Rensselaer Polytechnic Institute with concentrations in Financial Engineering & Risk Analytics and Economics. He is a CFA Charterholder, exemplifying his commitment to professional standards and analytical rigor.

    Vincent Anderson's questions to Lavoro (LVRO) leadership

    Vincent Anderson's questions to Lavoro (LVRO) leadership • Q2 2024

    Question

    Asked for an update on the sales staff hiring initiative, including how it's tracking against plans and the structure of their performance compensation. Also inquired about the company's pricing model and the degree of centralization versus decentralization in setting prices.

    Answer

    The executive reported that sales staff hiring is on track, with a standard variable compensation model based on sales. The pricing model is a hybrid approach: pricing decisions are decentralized to regional clusters to adapt to local markets, while supplier negotiations are centralized to leverage the company's scale.

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    Vincent Anderson's questions to HYCROFT MINING HOLDING (HYMC) leadership

    Vincent Anderson's questions to HYCROFT MINING HOLDING (HYMC) leadership • Q2 2021

    Question

    Vincent Anderson of Stifel inquired about the technical details and economic rationale for pursuing the Atmospheric Alkaline Oxidation (AAO) process, including its potential integration with existing infrastructure and required permits. He also questioned the company's cash position, its ability to fund operations into 2022 with the run-of-mine plan, and the factors influencing the full-year production guidance given the strong first-half performance.

    Answer

    VP & General Manager Mike Eiselein explained that the AAO process is viable at current gold prices and can utilize the company's existing milling equipment, with most permits already secured. President & CEO Diane Garrett added that it would likely be part of a hybrid operation to maximize value. EVP & CFO Stanton Rideout confirmed the company expects to remain above its $10 million cash covenant into Q2 2022 by optimizing the run-of-mine plan. He attributed recent production outperformance to superior leach pad management and timing rather than a fundamental change in expected output.

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    Vincent Anderson's questions to HYCROFT MINING HOLDING (HYMC) leadership • Q2 2021

    Question

    Vincent Anderson of Stifel inquired about the Atmospheric Alkaline Oxidation (AAO) process, its potential use of existing equipment, and why it wasn't pursued previously. He also asked how AAO fits into the future mine plan, the permitting status for new processes, the company's cash covenants, and the outlook for operating cash flow from the run-of-mine plan into 2022.

    Answer

    Mike Eiselein, VP and General Manager, explained that the AAO process is a standard grind flotation with a unique atmospheric oxidation reactor, and confirmed it would utilize existing, on-site grinding equipment, saving significant capital. Diane Garrett, President and CEO, added that lower gold prices and a focus on a lower-capital heap leach approach likely sidelined the AAO process in the past. Both executives suggested a future hybrid operation is likely, using different processes for different ore types to maximize value. Eiselein noted that permitting for the AAO process is largely complete. Stan Rideout, EVP and CFO, clarified the $10 million cash covenant and stated the company expects its current cash to last into Q2 2022 under the run-of-mine plan.

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    Vincent Anderson's questions to HYCROFT MINING HOLDING (HYMC) leadership • Q1 2021

    Question

    Vincent Anderson from Stifel inquired about the financial impact of Q1 operational disruptions versus processing improvements on cash flow, the flow-through of higher costs, the 2021 capital expenditure plan, and the timeline for sulfide ore testing results.

    Answer

    VP and General Manager Mike Eiselein detailed how operational challenges were offset by process improvements that boosted ounce profiles. EVP and CFO Stan Rideout clarified that some higher costs would extend into Q2, with production benefits seen in Q3. Rideout and CEO Diane Garrett outlined the capital plan, noting minimal capex for the current plan, with major investments like the $10M variability program and future equipment needs to be financed via leases. Garrett specified that plant and refinery upgrades would cost approximately $6 million in total. Eiselein confirmed that sulfide testing is a long-term project with full results not expected until early 2022.

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