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    Jean Paul Ramirez Veliz

    Research Analyst at D.A. Davidson & Co.

    Jean Paul Ramirez Veliz is an equity research analyst at D.A. Davidson & Co. with a focus on covering companies in the infrastructure, construction services, and related sectors. He regularly covers firms such as Concrete Pumping Holdings (BBCP), providing detailed analysis and market outlooks on earnings calls and industry developments. Ramirez Veliz has built his research career around in-depth sector coverage and client-focused insights, contributing to project delay evaluations and segment performance reviews, though specific performance metrics and rankings are not publicly available. His professional background includes analyst roles at D.A. Davidson & Co., and he is expected to hold standard industry credentials such as FINRA securities licenses for equity research compliance.

    Jean Paul Ramirez Veliz's questions to Southland Holdings (SLND) leadership

    Jean Paul Ramirez Veliz's questions to Southland Holdings (SLND) leadership • Q1 2025

    Question

    Jean Paul Ramirez Veliz sought guidance on a normalized margin for the Civil segment, whether to expect revenue contraction in the Transportation segment in 2025, updates on upcoming claims, and the outlook for free cash flow development.

    Answer

    President and CEO Frankie S. Renda projected that mid-teen returns are 'more than achievable' for the Civil segment. He also noted that while exiting the M&P business will affect Transportation revenue, new core bridge projects are ramping up to contribute more to margins. On claims, Renda reported small progress on legacy settlements and expects significant cash flow in coming quarters, though CFO Keith Bassano cautioned that timing remains uncertain. Bassano also stated that after a positive Q1, free cash flow is expected to be weighted towards the second half of the year.

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