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Hans Baldau

Hans Baldau

Research Analyst at NOBLE Capital Markets

United States

Hans Baldau is an Associate Analyst at Noble Capital Markets, specializing in equity research coverage with a focus on companies such as NN, Inc., InPlay Oil, and Seanergy Maritime Holdings Corp. He has contributed to fundamental analysis, price target setting, and rating recommendations on these firms, collaborating on sector reports and delivering actionable insights for investors. Baldau joined Noble Capital Markets prior to 2021 and works alongside senior analysts like Mark L. Reichman, leveraging his analytical expertise in energy, industrials, and maritime sectors. He is affiliated with a FINRA- and SEC-registered broker-dealer and adheres to industry standards for research certification and disclosures.

Hans Baldau's questions to NN (NNBR) leadership

Question · Q2 2025

Hans Baldau from Noble Capital Markets asked for more details on the newly initiated M&A program, the reasons for the downward revision in the 2025 program launch forecast, and the performance of the company's China operations.

Answer

CEO Harold Bevis stated he is personally leading a serious M&A effort focused on synergistic acquisitions to advance strategy and help refinance preferred stock. He clarified the lower program launch forecast was due to automotive customer push-outs into 2026, not cancellations. He also noted that the China business is healthy, growing 6% year-over-year, driven by high-value components for partners like BYD.

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Question · Q1 2025

Hans Baldau asked for clarity on the timing of the $55 million in new business wins expected in 2025, the distribution of the $15 million cost savings plan, and whether any further plant closures are anticipated.

Answer

President and CEO Harold Bevis stated that new business ramp-ups typically have a 3-to-6-month lag, meaning a large portion of the $55 million will impact revenues in the second half of 2025. SVP and COO Tim French added that the $15 million in cost savings is expected to be mostly evenly distributed throughout the year with a slight back-end loading. Regarding plant closures, Bevis confirmed they are evaluating two more underperforming plants but have no firm plans to announce at this time.

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