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    Gareth Gacetta • Cantor Fitzgerald

    Gareth Gacetta's questions to Evolv Technologies Holdings Inc (EVLV) leadership

    Gareth Gacetta's questions to Evolv Technologies Holdings Inc (EVLV) leadership • Q2 2025

    Question

    Gareth Gacetta from Cantor Fitzgerald asked for color on which end markets present the biggest opportunities over the next year and inquired about the potential timing for drawing down the second tranche of the new credit facility.

    Answer

    CEO John Kedzierski stated that the company values its diverse vertical mix across Education, Entertainment, and Healthcare and aims to avoid overdependence on any single one. Regarding the credit line, CFO Chris Kutsor noted that given the company's positive cash flow momentum, the initial $30 million draw should be sufficient for a while and declined to speculate on the timing of a future draw.

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    Gareth Gacetta's questions to Bitfarms Ltd (BITF) leadership

    Gareth Gacetta's questions to Bitfarms Ltd (BITF) leadership • Q2 2025

    Question

    Gareth Gacetta of Cantor Fitzgerald questioned the timeline for accessing the second $250 million tranche of the Macquarie credit facility and inquired about the expected pace of the company's share buyback program going forward.

    Answer

    CFO Jeff Lucas indicated the review process for the second financing tranche is ongoing and could extend into early 2026, but noted current liquidity is sufficient for 2025 CapEx. He also confirmed the share buyback program is funded by excess cash flow from mining operations (approx. $8 million/month) and is expected to continue at a similar pace, depending on cash generation and capital needs.

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