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    Dan Khamis

    Research Analyst at private investor

    Dan Khamis is an Analyst and Private Investor specializing in equity research and portfolio management, with a focus on technology and consumer sectors. He has analyzed and covered companies such as Alpha FMC, IQGeo, and various fintech firms, regularly outperforming market benchmarks with a documented success rate above 65% and positive average portfolio returns. Dan started his career in investment analysis in the early 2010s, previously serving at boutique research consultancies before shifting to private investment in 2022. He is a Chartered Financial Analyst (CFA) and holds UK FCA regulatory registrations, recognized for delivering incisive company research and consistent investment performance.

    Dan Khamis's questions to BIO KEY INTERNATIONAL (BKYI) leadership

    Dan Khamis's questions to BIO KEY INTERNATIONAL (BKYI) leadership • Q1 2025

    Question

    Asked a series of detailed financial questions regarding the significant SG&A reduction, high deferred revenue, cash burn, debt repayment, and low accounts receivable. Also inquired about the nature of defense contracts, the status of the Boumarang investment, inventory sales, and the company's low market valuation relative to its book value and cash.

    Answer

    Executives explained that SG&A was reduced through multiple cost-cutting measures including headcount, marketing, and rent. The high deferred revenue is a positive sign of longer-term contracts. Cash burn is expected to decrease as large payable pay-downs are complete. The company's low valuation is not reflective of its fundamentals and growth prospects, which are strong, particularly with new contracts with government defense ministries.

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