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    Greg McKinley

    Research Analyst at Asymmetric Management

    Greg McKinley is Managing Director at Asymmetric Research & Management LLC, specializing in equity research and investment analysis with a focus on companies such as MGPI and Alexandria Real Estate (ARE). He is noted for his thorough post-earnings analysis and valuation arguments, particularly around tangible book value and financial fundamentals, demonstrating a robust track record of insightful, data-driven recommendations for institutional clients. McKinley began his analyst career at U.S. Bancorp Piper Jaffray, advanced to Senior Research Analyst at Colliers Securities LLC from 2002 to 2011, and later joined Asymmetric Research & Management LLC in Minnesota where he has served as an officer. He holds multiple FINRA securities licenses, evidencing a strong professional compliance background and extensive expertise in corporate finance and equity research.

    Greg McKinley's questions to IDT (IDT) leadership

    Greg McKinley's questions to IDT (IDT) leadership • Q4 2024

    Question

    Asked about the money transfer business's incremental margins and investment needs now that it's profitable, and for a forward outlook on the traditional business's rate of decline, as well as consolidated revenue and EBITDA growth for fiscal 2025.

    Answer

    Executives stated the focus for BOSS Money is on long-term customer value and improving gross margin per transaction, not just expanding margins. They project BOSS Money EBITDA to more than double to over $10M in FY25. The decline in the traditional business's EBITDA is expected to moderate to about $5-6M in FY25 due to cost cuts and growth in mobile top-up. Consolidated revenue is expected to see a slight increase, and consolidated EBITDA is guided to top $100M in FY25, up from a record $90M in FY24.

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    Greg McKinley's questions to IDT (IDT) leadership • Q4 2024

    Question

    Greg McKinley of Asymmetric Management asked about the money transfer business, focusing on incremental margins and investment needs now that it has reached profitability. He also inquired about the expected moderation in the rate of decline for the traditional business and the consolidated outlook for revenue and EBITDA in fiscal 2025.

    Answer

    Executive Samuel Jonas noted the goal for BOSS Money is long-term customer retention over maximizing per-transaction margins. CFO Marcelo Fischer added that BOSS Money is expected to deliver over $10 million in EBITDA in fiscal 2025, driven by continued growth and operational efficiencies. Fischer also projected the EBITDA decline in the Traditional Communications segment would slow to around $5-6 million in FY2025, down from $11 million in FY2024, due to cost-cutting and growth in the mobile top-up business. He guided for a slight increase in consolidated revenue and projected consolidated EBITDA could top $100 million in fiscal 2025.

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    Greg McKinley's questions to POWER SOLUTIONS INTERNATIONAL (PSIX) leadership

    Greg McKinley's questions to POWER SOLUTIONS INTERNATIONAL (PSIX) leadership • Q4 2015

    Question

    Greg McKinley of Dougherty & Co. sought clarification on the 2016 EBITDA growth guidance, requested the full-year 2015 on-road revenue figure, asked for oil and gas revenue details for Q4 and 2015, and inquired about typical Q1 seasonality.

    Answer

    CFO Michael Lewis clarified that the 2016 goal is for at least a 10% improvement over 2015's adjusted EBITDA of approximately $20 million. CEO Gary Winemaster estimated that 2015 on-road revenue was in the $70-$75 million range. Management declined to provide specific oil and gas revenue breakdowns but noted that the second half of the year is historically stronger, a trend expected to continue in 2016.

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    Greg McKinley's questions to POWER SOLUTIONS INTERNATIONAL (PSIX) leadership • Q3 2015

    Question

    Greg McKinley from Dougherty & Company asked for details on end-market expectations within the guidance, the impact of fixed costs on margins, any pricing pressure in the oil and gas segment, and the specific nature of the supply chain challenges.

    Answer

    CEO Gary Winemaster stated that growth is primarily from higher-margin on-road applications and that costs are mostly variable, minimizing fixed cost absorption impact. He confirmed PSI is holding margins in oil and gas, citing demand as the core issue, not pricing. COO Eric Cohen attributed supply chain issues to temporary inefficiencies from expediting parts and debugging new testing processes for rapid program ramp-ups, which are now being resolved.

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