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    Alan Rosenthal

    Research Analyst at Scarlet Knight Capital

    Alan Rosenthal is an Analyst at Scarlet Knight Capital, where he specializes in equity research and currently covers companies such as Cemtrex Inc. He is known for his in-depth financial analysis and active engagement during corporate earnings calls, providing granular insights into business growth drivers and geographic expansion. With his role at Scarlet Knight Capital confirmed as of late 2023, Rosenthal has established himself as an incisive analyst, though specific historic performance metrics, success rates, or rankings are not publicly documented. Details about his prior experience and professional credentials, including securities licenses or FINRA registration, have not been disclosed in available public records.

    Alan Rosenthal's questions to CEMTREX (CETX) leadership

    Alan Rosenthal's questions to CEMTREX (CETX) leadership • Q4 2023

    Question

    Asked about the geographic breakdown of Vicon's business, regional growth drivers, trends in average contract size, and the company's strategy for managing its outstanding debt.

    Answer

    The executive stated that Vicon's business is currently about 85% domestic (U.S.), with growth driven by increased security needs in schools and institutions. International growth is expected from infrastructure build-out in emerging economies, with a long-term goal of a 50/50 domestic-international split. The average order size has doubled from ~$50k to ~$100k. Regarding debt, the company has a supportive relationship with its lender and plans to use improving operating profits to pay it down over time.

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