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    George Marema

    Research Analyst at Pareto Ventures

    George Marema is an equity research analyst at Pareto Ventures specializing in coverage of public technology and life sciences companies, with frequent analysis on firms such as Frequency Electronics and Champions Oncology. He is known for detailed financial modeling and has provided insight on company earnings, margins, and deal sizes on earnings calls, contributing to actionable investor guidance. Marema's career at Pareto Ventures spans at least from 2024, with no publicly listed prior firms, and he is actively involved in questioning executive teams during quarterly reports. While detailed performance statistics and professional credentials such as securities licenses or FINRA registration are not available in public records, Marema is recognized for in-depth due diligence in his investigative approach to earnings and industry trends.

    George Marema's questions to DATA I/O (DAIO) leadership

    George Marema's questions to DATA I/O (DAIO) leadership • Q2 2025

    Question

    Asked for details about a large EV order from China, the potential market size opportunity if the company successfully solves its UFS yield problems, and whether the recurring revenue model for adapters remains consistent with these new solutions.

    Answer

    The Chinese EV order was an expansion from an existing customer, contingent on Data I/O proving its UFS 4.0 capabilities, which it did. Solving the UFS yield issue represents a very large market opportunity across multiple regions, as the technology is growing at twice the rate of the overall semiconductor market. The recurring adapter revenue model remains the same for these solutions.

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    George Marema's questions to DATA I/O (DAIO) leadership • Q2 2025

    Question

    George Marema from Pareto Ventures asked about the recent $1.4 million EV order from China, the potential market opportunity from solving UFS yield issues, and the recurring revenue profile of the associated solutions.

    Answer

    President & CEO Bill Wentworth explained the EV order was an expansion from an existing customer, contingent on Data I/O proving it could handle UFS 4.0 technology. He emphasized that solving the UFS yield problem unlocks a large, global opportunity in a market growing at twice the rate of the overall semiconductor industry. Wentworth confirmed that the solution maintains the same recurring adapter revenue model as existing platforms.

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    George Marema's questions to FREQUENCY ELECTRONICS (FEIM) leadership

    George Marema's questions to FREQUENCY ELECTRONICS (FEIM) leadership • Q4 2025

    Question

    George Marema of Pareto Ventures asked about the reason for the lower gross margin in the quarter, the target margin for the upcoming year, the revenue potential and timeline for quantum sensing, and the launch schedule and market size for the new TURBO product.

    Answer

    CEO Thomas McClelland attributed the quarterly margin dip to normal lumpiness and stated the company is targeting 40% or more going forward. He projected quantum sensing revenue would be less than 1% next year, with products five years out. In contrast, the TURBO compact rubidium standard will be available this fiscal year, targeting a growing market he estimated at $1-2 million in the near term.

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    George Marema's questions to FREQUENCY ELECTRONICS (FEIM) leadership • Q3 2025

    Question

    George Marema of Pareto Ventures inquired about the company's quantum sensing initiatives, asking for a product development timeline, revenue expectations for calendar 2025, and whether new business opportunities were related to quantum or legacy systems. He also asked for the quarterly adjusted EPS and the projected tax rate.

    Answer

    Executive Thomas McClelland explained that while no quantum sensing products exist yet, development contracts for magnetometers and Ridberg sensors are anticipated. He noted new business would likely come from both quantum and legacy areas, with some caution due to government uncertainties. CFO Steven Bernstein addressed the financial questions, stating the quarterly EPS was not on hand but that the future tax rate would be low due to NOLs, with the primary tax burden coming from California.

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    George Marema's questions to FREQUENCY ELECTRONICS (FEIM) leadership • Q2 2025

    Question

    George Marema of Pareto Ventures inquired about the technical difficulty of creating smaller, cheaper satellite components, the government budget outlook post-election, and the performance and R&D priorities of the Zyfer business unit.

    Answer

    Executive Thomas McClelland explained that the primary technical challenge is adapting terrestrial digital electronics to survive the radiation environment of space, which requires significant testing and development of cost-effective, radiation-hardened parts. He expressed cautious optimism about the budget, hoping a non-divided Congress would prevent delays. McClelland also confirmed the Zyfer unit is performing well, with R&D focused on miniaturization and adding non-GPS navigation capabilities.

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    George Marema's questions to FREQUENCY ELECTRONICS (FEIM) leadership • Q1 2025

    Question

    George Marema of Pareto Ventures asked about the company's technology strategy, including its use of MEMS and involvement in quantum sensors, the sustainability of current R&D and SG&A spending, the outlook for gross margins, and the company's production capacity to meet demand from larger addressable markets.

    Answer

    Executive Thomas McClelland and CFO Steven Bernstein clarified that the high Q1 R&D spending was not a new run-rate, with a third to a half being unique to the quarter, while SG&A is at a steady state. McClelland noted that while they utilize MEMS technology, their focus remains on high-performance Quartz resonators. He stated that plant capacity is sufficient for growth, with personnel being the primary challenge. On new technologies, McClelland detailed the development of quantum sensors for applications like GPS-denied navigation, confirming they are in a pre-product phase. Bernstein also projected a very low fiscal '25 tax rate due to NOLs.

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    George Marema's questions to CHAMPIONS ONCOLOGY (CSBR) leadership

    George Marema's questions to CHAMPIONS ONCOLOGY (CSBR) leadership • Q3 2025

    Question

    George Marema of Pareto Ventures asked what portion of the company's total data was included in the recent licensing deal, how the data licensing sales effort is structured internally, and for confirmation on the number of deals currently in the pipeline.

    Answer

    CEO Ronnie Morris declined to specify the portion of data licensed, stating that such details are not public. He confirmed a dedicated team, led by General Manager Matt Newman, is in place to sell data licenses. Morris clarified that while there is a pipeline of opportunities, he would not comment on the specific number of deals, noting that future deals will vary in size.

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