Stabilis Solutions, Inc. (NASDAQ:SLNG) Q4 2021 Results Earnings Conference Call March 10, 2022 10:00 AM ET Company Participants Westy Ballard - President and Chief Executive Officer Andy Puhala - Senior Vice President, Chief Financial Officer and Secretary Conference Call Participants Eric Beder - CG Capital Martin Malloy - Johnson Rice Barry Haimes - Sage Asset Management Operator Good morning, ladies and gentlemen, and welcome to Stabilis Solutions' Fourth Quarter 2021 Earnings Conference Call. Joining us ...

Stabilis Solutions, Inc. (NASDAQ:SLNG) Q3 2021 Earnings Conference Call November 11, 2021 10:00 AM ET Company Participants Westy Ballard – President and Chief Executive Officer Andy Puhala – Senior Vice President, Chief Financial Officer and Secretary Conference Call Participants Barry Haimes – Sage Asset Management Bill Dezellem – Tieton Capital Eric Beder – CG Capital Bill Dezellem – Tieton Capital Operator Good morning, ladies and gentlemen, and welcome to Stabilis Solutions Third Quarter 2021 Earnings C ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ____________________ FORM 10-Q ____________________ ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15 (d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period Ended September 30, 2021 ☐ TRANSITION REPORT UNDER SECTION 13 OR 15 (D) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number. 001-40364 STABILIS SOLUTIONS, INC. (Exact name of registrant as specified in its charter) _____________ ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ____________________ FORM 10-Q ____________________ ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15 (d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period Ended June 30, 2021 ☐ TRANSITION REPORT UNDER SECTION 13 OR 15 (D) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number. 000-24575 STABILIS SOLUTIONS, INC. (Exact name of registrant as specified in its charter) __________________ ...

Financial Data and Key Metrics Changes - Stabilis Solutions reported record quarterly revenue of $17.7 million for Q1 2021, a 29% sequential increase from Q4 2020 and a 28% increase from Q1 2020 [10][14] - The company achieved record quarterly EBITDA of $2.7 million, representing 15% of revenue, a 14% improvement sequentially and a 78% improvement year-over-year [13][14] - Net income for Q1 2021 rose to $0.2 million, compared to a net loss of $0.1 million in Q4 2020 and a loss of $1.1 million in Q1 2020 [14] Business Line Data and Key Metrics Changes - Revenue from the Stabilis LNG segment totaled $16.1 million, a 33% sequential increase and a 29% year-over-year increase [11] - The company delivered 13.4 million gallons of LNG during the quarter, a 29% increase compared to Q4 2020 and a 12% increase compared to Q1 2020 [11] - Revenue from the power delivery segment decreased by 5% sequentially to $1.5 million, primarily due to unfavorable exchange rate fluctuations [11][12] Market Data and Key Metrics Changes - The company continues to see broad-based demand for energy transition services across its customer base, particularly in power generation projects and operations in Mexico [6][10] - Stabilis is currently providing LNG to one of the largest mining companies in Mexico for mine haul fuel truck and power generation consumption [19] Company Strategy and Development Direction - The company aims to capitalize on the energy transition by providing "enlightened energy solutions" that meet environmental sustainability goals while being economically viable [16] - Stabilis is focusing on expanding its presence in the marine fueling market, having entered into a memorandum of understanding with the Port of Corpus Christi to develop LNG marine bunkering infrastructure [20][21] - The company is also investing in growth initiatives while optimizing profitability from its existing business [46][56] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the company's growth trajectory, citing strong demand for LNG and hydrogen as cleaner fueling solutions [16][48] - The energy transition is seen as a significant driver for future growth, with many customers moving away from diesel fuel to improve emissions profiles [17][48] - The company is well-positioned to take advantage of opportunities across multiple sectors for LNG and hydrogen fueling solutions [22] Other Important Information - Stabilis secured a $10 million credit facility to fund working capital needs, enhancing liquidity for growth [7][14] - The company is now listed and trading on NASDAQ, which is expected to increase visibility and access to capital markets [8] Q&A Session Summary Question: Update on Mexican contracting and permitting prospects - Management confirmed ongoing progress on Mexican projects but did not provide definitive timing for deployment [25] Question: Potential for lower-cost George West brownfield expansion - Management indicated a preference for visibility on demand or specific contracts before expanding the facility [26][27] Question: Magnitude and scale of the Corpus Christi marine bunkering agreement - Management acknowledged the marine bunkering sector's growth potential and outlined a phased approach to development [35][36] Question: Second quarter revenue expectations - Management did not provide specific guidance but noted that Q1 is typically strong due to winter peaking activities [42] Question: Profit acceleration post break-even - Management affirmed that underlying profitability is improving while also investing in future growth [44][46] Question: Drivers of underlying base business profitability - Management attributed profitability improvements to macro trends favoring cleaner fueling solutions and increased market adoption of LNG [47][48]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ____________________ FORM 10-Q ____________________ ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15 (d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period Ended March 31, 2021 ☐ TRANSITION REPORT UNDER SECTION 13 OR 15 (D) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number. 000-24575 STABILIS SOLUTIONS, INC. (Exact name of registrant as specified in its charter) _________________ ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ______________________________ FORM 10-K ______________________________ ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15 (d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Fiscal Year Ended December 31, 2020 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15 (d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 000-24575 _____________________________ STABILIS SOLUTIONS, INC. (Exact name of regi ...

Stabilis Solutions, Inc. (NASDAQ:SLNG) Q4 2020 Earnings Conference Call March 11, 2021 10:00 AM ET Company Participants Jim Reddinger - President and CEO Andy Puhala - SVP and CFO Conference Call Participants Craig Shere - Tuohy Brothers Bill Dezellem - Tieton Capital Management Barry Haimes - Sage Asset Management Operator Ladies and gentlemen, before we begin today's call, I'd like to remind everyone that today's conference call will contain forward-looking statements within the meaning of the Private Sec ...

Stabilis Energy, Inc. (NASDAQ:SLNG) Q1 2020 Earnings Conference Call August 6, 2020 11:00 AM ET Company Participants Jim Reddinger - President & Chief Executive Officer Andy Puhala - Senior Vice President & Chief Financial Officer Conference Call Participants Bill Dezellem - Tieton Capital Operator Greetings and welcome to the Stabilis Energy Second Quarter 2020 Earnings Conference Call. [Operator Instructions] Please note that today's conference is being recorded. Before we begin today's call, I'd like to ...

Financial Data and Key Metrics Changes - Stabilis reported revenues of $13.8 million for Q1, an 11% sequential increase from $12.5 million in Q4 2019 [11] - Adjusted EBITDA for the quarter was $1.5 million, down from $2.2 million in the prior quarter [15] - Net loss for the quarter increased to $1.1 million compared to a net loss of $0.6 million in the preceding quarter [15] Business Line Data and Key Metrics Changes - LNG segment revenues were $12.5 million, up from $10.4 million in Q4, driven by a 27% increase in LNG gallons delivered [11] - Utilization of the George West facility increased to 74% in Q1, up from 64% in Q4 [12] - The power delivery business reported a net equity income loss of $0.2 million compared to income of $1.1 million in the previous quarter [12] Market Data and Key Metrics Changes - Revenues from Brazil decreased to $1.3 million from $2.1 million in the previous quarter due to the pandemic and unfavorable exchange rates [14] - The Chinese joint venture's manufacturing facility was closed for approximately four weeks during the quarter, impacting production and orders [13] Company Strategy and Development Direction - The company aims to become the leading small-scale LNG provider in North America, focusing on increasing and diversifying sales while controlling costs [24] - Recent sales activity in Mexico has been encouraging, with a new customer taking delivery of approximately 90,000 gallons in April [20] Management's Comments on Operating Environment and Future Outlook - The company experienced a slowdown in business activity due to the global pandemic, particularly affecting the power delivery segment [7] - Management is cautious about the outlook for the current quarter, noting reduced customer activity in April [9] - The company is focused on preserving cash and maintaining a strong balance sheet during the downturn [17] Other Important Information - The company has implemented cost-cutting measures, including a 15% reduction in headcount and a 20% reduction in employee compensation [23] - Full production at the Chinese joint venture has resumed, but the impact of the economic downturn on future orders is uncertain [13] Q&A Session Summary Question: How does the virus impact your Mexico permitting activity or plans? - Management indicated that while sales efforts in Mexico continue, permitting activities may be delayed due to government office closures [27][28] Question: What percent of your business did the oilfield represent in the first quarter of this year? - Management did not provide specific figures during the call but promised to gather the data and follow up [31][32] Question: Was the increase in volumes at George West intentional? - Management clarified that the increase was not intentional but resulted from strong business performance and other factors such as warmer weather affecting third-party volumes [33][34]