Aspen Aerogels, Inc. (NYSE:ASPN) Q3 2023 Earnings Call Transcript

Don Young: I mean when we think about the $550 million, we do think about the PyroThin part of that being $400 million, and the remaining part being the Energy Industrial side of our business.

Tom Curran: Got it. Thanks for that clarification, Don. And then turning to EV TB, when it comes to these next two potential awards that you remain very optimistic about landing before your-end, would you still expect at least one of those to result in a new customer essentially, what would be customer number four?

Ricardo Rodriguez: Yes. That’s correct. Yes, I mean, we kind of put your bingo board there on Slide 3, Tom, and we would expect different logos on there.

Tom Curran: Ricardo, I love playing my bingo. I’m almost 50. Thanks, guys. I’ll turn it back.

Don Young: Thank you, Tom.

Operator: This concludes our Q&A. I’m going to hand back to Don Young, CEO for closing remarks.

Don Young: Thank you, Elliot. We appreciate your interest in Aspen Aerogels. We look forward to staying in close touch with you and reporting our fourth quarter 2023 results to you early next year. Be well and have a good day. Thanks so much.

Operator: Ladies and gentlemen, today’s call has now concluded. We’d like to thank for your participation. You may now disconnect your lines.