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    Hal GoestchB. Riley Securities

    Hal Goetsch is a Managing Director at B. Riley Securities specializing in equity research and analyst coverage with a focus on financial services and small- and mid-cap companies. He covers notable firms such as CompoSecure, recently issuing a bullish price target that reflected a 35% potential upside and demonstrated a track record of value-focused research and timely investment calls. Goetsch has established himself at B. Riley as a key analyst, progressing to his current senior role, with a career marked by differentiated market insight and active engagement in equity advisory. He maintains relevant professional credentials through FINRA registrations and holds securities licenses appropriate to his position.

    Hal Goestch's questions to CompoSecure Inc (CMPO) leadership

    Hal Goestch's questions to CompoSecure Inc (CMPO) leadership • Q4 2024

    Question

    Hal Goestch from B. Riley Securities asked about the annualized revenue exit rate for the Arculus business and its expected contribution in 2025. He also requested insights into the sales funnel and pipeline for both the domestic and international metal card segments.

    Answer

    CEO Jonathan Wilk stated that while CompoSecure would not break out guidance by segment, Arculus had a 'very strong' fourth quarter, establishing a solid run rate to achieve its goal of being net positive for the full year 2025. Regarding the card business, Wilk noted that international revenue can be variable but is expected to constitute about 20% of total revenue over the full year, and he sees balanced growth opportunities across both domestic and international markets for 2025.

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