SES
Auto Parts · Consumer Cyclical
Analyst
William Blair (on behalf of Jed Dorsheimer)
Equibles does not estimate personal net worth.
Mark Shooter is recorded as Analyst at William Blair (on behalf of Jed Dorsheimer). Mark Shooter has spoken on 15 earnings calls across 7 companies, most recently for Standard Nuclear, Inc. on August 27, 2026. Those appearances were for SES AI Corp (SES), Enovix Corp (ENVX), Centrus Energy Corp (LEU), Amprius Technologies, Inc. (AMPX), QuantumScape Corp (QS) and 2 other companies. The companies whose calls Mark Shooter spoke on are classified in the Consumer Cyclical, Industrials, Energy and Basic Materials sectors.
“Thinking through the implications of Project Janus a bit, the minimum target for 20 reactor deployments, we calculate that at about 11 metric tons of TRISO demand.”
“Switching over to the drone opportunity, which is increasing here with a $100 million pipeline, that's a big number. And it's an exciting business. What I'm interested in is, can you walk us through maybe some of the timeframe of what that engagement looks like with a customer?”
“Please go ahead. hey chicho am i coming through yes we're here great thank you um on the ess business uh i'm interested in if you can update us and give us a little bit of color on exactly what niche of this segment you're looking to play in ideally and can you update us on if you are still in still trying to uh sell…”
“I understand you guys are limited on what you can disclose, but maybe a comparison may help bring out some context for us. If you look at the two HALU contracts you recently signed with Oklo and X Energy Today, can you highlight anything where they may be the same or differ?”
“My first question is just focusing in on Honor a bit. I saw in the press release that you have some field testing looking at about second half, right, is when you're targeting.”
William Blair (on behalf of Jed Dorsheimer)
Analyst
Source not stated
SES
Auto Parts · Consumer Cyclical
ENVX
Electrical Equipment & Parts · Industrials
Electrical Equipment & Parts · Industrials
Specialty Chemicals · Basic Materials