Conversion calendar in hand: management narrates the coming year as dated deliveries of business already secured
The model's full reasoning — Q2 2018 call → NOThe question asks whether management lays out a timetable of specific conversions that are already secured or in motion, each attached to a time frame, so the forward story reads as a schedule of things turning on. Looking at the transcript, management discusses: - Vogtle construction with dates (November 2021, November 2022) - but this is a construction project, not a "conversion" that starts contributing in the next four quarters - Asset sales: Elizabethtown, Elkton, Florida City Gas closed in July; Gulf Power and Stanton/Oleander expected to close first half 2019; tax equity financing for wind portfolio expected to close Q4 2018 - These are divestitures, not revenue-generating conversions The question asks about "conversions" - pieces of business that start contributing. The forward discussion here is mostly about: - Vogtle cost increases and construction schedule (2021-2022, beyond the next four quarters) - Asset sales closing (which reduce earnings, not add) - EPS guidance for 2018 There's no timetable of secured business conversions that will start contributing in the next four quarters. The discussion is about cost increases, asset sales, and maintaining guidance. The forward story is not about a schedule of things turning on - it's about managing cost overruns and divestitures. The answer is NO.
| Ticker | Company | Call | Date | Call grade |
|---|---|---|---|---|
| ESEA | Euroseas Ltd. | Q4 2022 | 2023-02-15 | C+ |
| SOL | ReneSola Ltd | Q3 2022 | 2022-12-01 | C+ |
| FLL | Full House Resorts, Inc. | Q3 2022 | 2022-11-07 | B |
| FAT | FAT Brands Inc. | Q4 2021 | 2022-03-21 | F |
| CPK | Chesapeake Utilities Corporation | Q3 2017 | 2017-11-10 | A |
| ESE | ESCO Technologies Inc. | Q2 2016 | 2016-05-03 | A |
CPK · Q3 2017 → YESThe question is about whether management lays out a timetable of specific conversions for the next four or so quarters, with already secured business and approximate time frames.
SOL · Q3 2022 → YESThe question is about whether management lays out a timetable of specific conversions for the next four or so quarters, with already secured items and approximate time frames.
FLL · Q3 2022 → YESThe question is about whether management lays out a timetable of specific conversions for the next four or so quarters, with already secured items and approximate time frames.