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    George Marima • Peripo Adventures

    George Marima is an Analyst at Peripo Adventures, specializing in investment research across emerging markets with an emphasis on travel, leisure, and hospitality companies. He provides coverage of notable companies within the tourism industry, leveraging in-depth market insights to generate actionable recommendations, though publicly tracked performance metrics and detailed rankings remain undisclosed. Marima joined Peripo Adventures in the early 2020s after gaining experience in regional financial advisory roles, building his expertise in sector-specific analysis and strategic portfolio management. His professional background includes advanced securities training and active participation in industry research initiatives, establishing him as a knowledgeable analyst for clients seeking insights into adventure tourism markets.

    George Marima's questions to Nexgel Inc (NXGL) leadership

    George Marima's questions to Nexgel Inc (NXGL) leadership • Q3 2024

    Question

    George Marima of Peripo Adventures asked about the expected trajectory for gross margins in 2025 with increasing volumes, particularly in contract manufacturing, and requested details on the rollout cadence for the Cintas partnership.

    Answer

    CEO Adam Levy explained that Q3's high gross margin was skewed by the Silly George brand, where marketing costs are booked under SG&A. He clarified that the contract manufacturing segment, with target margins of 35-50%, will provide a greater contribution to reducing cash burn as new clients like Cintas and AbbVie come online and absorb existing facility overhead. For Cintas, Levy stated they distribute to over 1 million businesses and are expected to become a top customer, driving both significant revenue and brand awareness for Silverseal.

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