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Frank Geng

graduate of the Wharton School of the University of Pennsylvania and at Briarwood Chase Management

Frank Geng is an Analyst at Briarwood Chase Management LLC, specializing in equity research and investment analysis. He covers public companies, leveraging his prior experience as an analyst at Starboard Value and as an investment banking analyst at Evercore within the restructuring practice. Frank is a graduate of the Wharton School of the University of Pennsylvania and attended Phillips Academy Andover, bringing strong academic credentials and multilingual capabilities in Mandarin and French to his role. Since joining BCM in 2019, he has built upon his extensive training in activist investing and restructuring, though specific performance metrics and licensed credentials have not been publicly disclosed.

Frank Geng's questions to LESAKA TECHNOLOGIES (LSAK) leadership

Frank Geng's questions to LESAKA TECHNOLOGIES (LSAK) leadership • Q4 2024

Question

Frank Geng of Briarwood Chase Management asked for more detail on the upcoming medium-term financial objectives for Q2 2025 and for clarification on the merchant division's normalized growth outlook, given several moving parts in the annual results.

Answer

Executive Ali Zaynalabidin Mazanderani stated that updated objectives, including new Gross Profit guidance, will be provided after the Adumo acquisition closes. He noted that the underlying FY25 guidance already implies a 30% YoY growth rate, exceeding previous targets. Executive Steven Heilbron added that the merchant division's normalized growth was 15% in FY24, driven by strong VAS and card throughput, and this organic rate is expected to continue.

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Frank Geng's questions to LESAKA TECHNOLOGIES (LSAK) leadership • Q4 2024

Question

Inquired about the upcoming medium-term financial objectives for Q2 2025 and the normalized growth and outlook for the merchant division.

Answer

The updated medium-term objectives will be provided post-Adumo closing and will include Gross Profit guidance; underlying growth already exceeds previous targets. The merchant division's normalized organic growth is a sustainable 15%, supported by strong VAS and card throughput, and will be further enhanced by recent acquisitions.

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