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    Glenn Primack • LUSA Investment Group

    Glenn Primack is an Analyst at LUSA Investment Group specializing in long/short equity investment strategies with over 20 years of experience in fund management and equity analysis. He has covered companies such as ARC Document Solutions, as evidenced by participation in earnings calls, and has earned a reputation for high-performing stock selection at firms including Peak6/Achievement Asset Management, FMI Focus Fund, and Broadview Advisors, where he served as Executive Vice President. Primack began his career as an award-winning sell-side analyst covering major distributors, later advancing to senior roles in both established and boutique investment firms before joining LUSA Investment Group. He holds a BA in business economics and Spanish from Colorado College, an MBA from the University of Chicago, and has been recognized for his analytical achievements, though specific securities licenses or FINRA registration details are not publicly listed.

    Glenn Primack's questions to Dyadic International Inc (DYAI) leadership

    Glenn Primack's questions to Dyadic International Inc (DYAI) leadership • Q2 2025

    Question

    Glenn Primack of LUSA Investment Group questioned whether Dyadic has the necessary back-end systems, such as MIS, to support its new commercial model with the recent capital raise, and asked if a three-year strategic plan is in place for 2026.

    Answer

    President & COO Joe Hazelton and CFO Ping Rawson confirmed they believe current systems are adequate for handling bulk orders and logistics, with plans to add resources as the company scales. Regarding long-term strategy, Mr. Hazelton stated that the process of developing a three-year plan will begin in the fall, pending validation of new products and applications.

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    Glenn Primack's questions to ARC leadership

    Glenn Primack's questions to ARC leadership • Q2 2024

    Question

    Requested more detail on the increased marketing expenses, asking which specific programs were being funded, and inquired about the expected productivity ramp-up for newly hired experienced salespeople.

    Answer

    The increased marketing spend was attributed to a combination of factors: hiring new experienced sales consultants, launching a new website with associated SEO and advertising programs, and higher sales commissions due to revenue growth. It was noted that even experienced new hires require a couple of months to get fully up to speed and start delivering results.

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    Glenn Primack's questions to ARC leadership • Q1 2024

    Question

    Asked whether the company has seen any business from the Infrastructure Investment and Jobs Act and inquired about the company's use of artificial intelligence tools, both for internal use and as a customer offering.

    Answer

    The company has seen some construction-related plan printing work from new chip manufacturing plants but not significant work in color services from the Infrastructure Act. Regarding AI, they use it in the scanning business for information extraction and are exploring other internal uses. They confirmed that their scanning services help customers digitize documents, which can then be used for the customers' own AI models.

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