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    Jeff Osher

    Research Analyst at Harvest Capital

    Jeff Osher is the Founder and Portfolio Manager of the Harvest Small-Cap Partners Fund at Harvest Capital Strategies, specializing in small-cap equity investing with a focus on active, research-driven long/short strategies. He has generated an average annual return exceeding 16% since founding the $418 million fund, earning industry recognition from Barron's, Absolute Return, and HFM for his performance and leadership. Osher began his investment career after graduating from Miami University of Ohio, serving as an analyst at The Dowd Company before joining JMP Group and subsequently launching Harvest Capital Strategies in 2005. He holds professional credentials as a fund manager and board member, with a reputation for deep company research and board engagement, although specific securities licenses and FINRA registration details are not publicly disclosed.

    Jeff Osher's questions to NEW PACIFIC METALS (NEWP) leadership

    Jeff Osher's questions to NEW PACIFIC METALS (NEWP) leadership • Q1 2015

    Question

    Jeff Osher from Harvest Capital sought confirmation on the constant currency growth rate, the revenue capacity of the current OpEx structure, and capital deployment priorities.

    Answer

    CFO Chuck Cargile confirmed the constant currency revenue growth was approximately 13%. He affirmed that the current ~$50 million OpEx run rate can support significantly higher revenue, which is crucial for reaching the 15% operating income goal as leverage will primarily come from OpEx, not gross margin. Cargile also stated that the top two priorities for capital deployment are tuck-in acquisitions and share buybacks.

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