Sign in

    Jim Liberman

    Research Analyst at American Trust Investment Services

    Jim Liberman is an Investment Adviser and Broker at American Trust Investment Services, with additional affiliation at Chicago Capital Management Advisors. He brings experience spanning over 17 years, having previously held key roles at Revere Securities and Wells Fargo Clearing Services before joining American Trust Investment Services in 2024. Liberman has covered publicly traded companies such as Nanophase Technologies (NANX) and manages over 560 client accounts with more than $122 million in assets under management, reflecting a strong track record in asset growth and client relations. He holds FINRA registration (CRD#: 309099) and is licensed as both an investment adviser and broker.

    Jim Liberman's questions to NANX leadership

    Jim Liberman's questions to NANX leadership • Q3 2024

    Question

    Inquired about the company's ability to expand its product offerings to a broader, lower-cost mass-market segment and asked about the availability and use of tax loss carryforwards (NOLs) to offset recent profits.

    Answer

    Executives explained they already serve the 'masstige' market ($15-$20/unit) but remain selective to prioritize high-margin growth. They confirmed the company has a large NOL and expects to use it to mitigate future tax liabilities, although usage is subject to some temporary state-level restrictions.

    Ask Fintool Equity Research AI