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    Willem Robert Rooney

    Managing Director and analyst at BTIG

    Willem Robert Rooney is a Managing Director and analyst at BTIG, specializing in the media and technology sectors as reflected by his senior role. His coverage includes major technology and media companies, leveraging his expertise to deliver insightful equity research and recommendations. With years of industry experience, Rooney has demonstrated a strong track record analyzing top names and providing market perspectives, and he is recognized for his contributions to client intelligence and sector analysis. Holding advanced professional credentials and regulatory securities licenses, he maintains the rigorous standards required for registered FINRA professionals in the investment banking and equity analysis field.

    Willem Robert Rooney's questions to LGI Homes (LGIH) leadership

    Willem Robert Rooney's questions to LGI Homes (LGIH) leadership • Q4 2024

    Question

    Willem Robert Rooney inquired about the conservatism in the 2025 guidance, asking which aspects had the most flexibility, and also asked about the expected cadence of community count growth throughout the year.

    Answer

    CEO Eric Lipar identified the Average Sales Price (ASP) as likely the most conservative element of the guidance, noting that the backlog ASP is already higher and that price increases will be necessary to offset cost inflation. He also suggested closings guidance was conservative. Regarding community count, Lipar stated that after a significant ramp-up to 151 communities at the end of 2024, the growth cadence in 2025 would likely be more weighted towards the second half of the year.

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