Sign in

    Frank Francese • First Eagle Investment Management

    Frank Francese is a Senior Research Analyst at First Eagle Investment Management, specializing in small-cap equity research as part of the First Eagle Small Cap team. He covers a broad range of U.S. small companies, contributing to the First Eagle Small Cap Opportunity Fund, which has grown to $1.9 billion in assets since its inception, reflecting strong investor interest and performance. Francese began his career in 1987, spent 14 years advising businesses prior to joining First Eagle in 2022, and brings decades of experience in investment analysis. His professional background underscores a deep expertise in fundamental company research, with positions in related advisory and analytical roles before his current tenure.

    Frank Francese's questions to Graham Corp (GHM) leadership

    Frank Francese's questions to Graham Corp (GHM) leadership • Q2 2025

    Question

    Frank Francese requested more details on the NextGen nozzle's $50 million market opportunity, its compatibility with competitor systems, and the level of operational and knowledge-sharing synergy occurring between Graham's various business units.

    Answer

    President and CEO Daniel Thoren described the $50 million opportunity as the initial addressable market, with R&D underway to expand it, but noted it is not a direct replacement for competitor nozzles. He also highlighted active collaboration across units, such as P3 Technologies' engineering expertise aiding R&D in Batavia, fostering a cohesive and innovative environment.

    Ask Fintool Equity Research AI