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    Joe Gomes • Noble Capital Markets

    Joe Gomes's questions to Bit Digital Inc (BTBT) leadership

    Joe Gomes's questions to Bit Digital Inc (BTBT) leadership • Q2 2025

    Question

    Joe Gomes from Noble Capital Markets sought clarification on whether the significant increase in Q2 G&A expenses was temporary and would normalize in future quarters.

    Answer

    CFO Erke Huang confirmed the G&A increase was due to one-time items, including $5.5 million in stock-based awards for the Innovium acquisition and non-recurring IPO-related consulting fees. CEO Samir Tabar added that the standalone BitDigital cost structure will be significantly leaner going forward, with a simpler footprint and lower infrastructure spend, as most of the G&A was associated with the now-separate White Fiber entity.

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    Joe Gomes's questions to CoreCivic Inc (CXW) leadership

    Joe Gomes's questions to CoreCivic Inc (CXW) leadership • Q2 2025

    Question

    Joe Gomes of Noble Capital Markets asked about the impact of alternative detention solutions, such as soft-sided facilities, on CoreCivic's contract negotiations with ICE. He also inquired about CoreCivic's interest in the upcoming ISAP electronic monitoring contract rebid and the status of the Midwest Regional Reception Center.

    Answer

    CEO Damon Hininger stated that contracting intensity has significantly increased since the passage of the 'One Big Beautiful Bill Act,' and that ICE is pursuing an 'all of the above' strategy for capacity, making CoreCivic's hardened facilities a key long-term solution. Hininger confirmed interest in the ISAP contract but emphasized that detention is the clear, immediate priority for ICE. He also expressed confidence in a near-term resolution for the Midwest facility's legal delays.

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    Joe Gomes's questions to Geo Group Inc (GEO) leadership

    Joe Gomes's questions to Geo Group Inc (GEO) leadership • Q2 2025

    Question

    Joe Gomes of Noble Capital Markets inquired about the total potential revenue from activating all available and potential new bed capacity, the operational and financial implications of a potential shift from SmartLink to ankle monitors for the ISAP program, future debt reduction plans versus the new share repurchase program, and current opportunities at the state level.

    Answer

    Executive Chairman George Zoley and CFO Mark Suchinski estimated that the 5,000 potential incremental beds at existing facilities could generate approximately $250 million in additional revenue. Zoley confirmed they have stocked up on ankle monitors for a potential ISAP shift, while Suchinski detailed the plan to balance the $100 million annual share repurchase with a targeted $100 million in annual debt reduction, noting excess cash flow provides flexibility. CEO David Donahue added that state-level opportunities are active, particularly with a competitive reprocurement for three facilities in Florida.

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    Joe Gomes's questions to Great Lakes Dredge & Dock Corp (GLDD) leadership

    Joe Gomes's questions to Great Lakes Dredge & Dock Corp (GLDD) leadership • Q2 2025

    Question

    Joe Gomes of Noble Capital Markets inquired about the pace of project awards, the outlook for the Acadia vessel in 2027, and the potential for a new vessel construction program.

    Answer

    SVP & CFO Scott Kornblau explained that the bid market is normalizing as expected and GLDD's high utilization limited its ability to bid on over 50% of H1 projects. CEO Lasse Petterson added that the Acadia vessel will most likely operate in Europe in 2027 and that the company's current fleet is modern and competitive, with no new dredges planned for the next couple of years.

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    Joe Gomes's questions to ACCO Brands Corp (ACCO) leadership

    Joe Gomes's questions to ACCO Brands Corp (ACCO) leadership • Q2 2025

    Question

    Joe Gomes of Noble Capital Markets sought more color on the impact of the successful Nintendo Switch 2 launch on the PowerA subsidiary. He also asked about the expected cost savings from the $100 million reduction program in the second half of 2025 and requested details on the recent asset sale mentioned in the release.

    Answer

    Thomas Tedford, President & CEO, stated that the Q2 impact from Switch 2 was minimal due to the June 5 launch, with the holiday season (Q4) expected to be the strong period for PowerA sales. Deborah A. O'Connor, EVP & CFO, projected that cost savings in the second half would be similar to or slightly more than the $16 million realized in the first half. She clarified the asset sale was primarily the previously announced closure of their New York facility as part of the footprint rationalization.

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    Joe Gomes's questions to Titan International Inc (TWI) leadership

    Joe Gomes's questions to Titan International Inc (TWI) leadership • Q2 2025

    Question

    Joe Gomes of Noble Capital Markets sought further clarity on the consumer segment's expected rebound, asking if it was driven by low inventories. He also requested updates on strategic initiatives, including third-party product sourcing, re-entry into the military market, and progress with the LSW tire technology.

    Answer

    CEO & President Paul Reitz confirmed the consumer rebound is based on customers restocking depleted inventories in July after stronger-than-expected retail sales. He noted progress in the "one-stop shop" strategy with third-party products and recent positive meetings regarding military opportunities. For LSW, Reitz explained the focus is on developing a marketing ROI tool for farmers and exploring financing options, though interest rates remain a challenge.

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    Joe Gomes's questions to Steelcase Inc (SCS) leadership

    Joe Gomes's questions to Steelcase Inc (SCS) leadership • Q1 2026

    Question

    Joe Gomes asked about the company's strategy for further price increases throughout the year and questioned how declining CEO confidence might affect demand from the large corporate segment.

    Answer

    SVP & CFO David Sylvester indicated that Steelcase would likely follow its historical pattern of using price increases to offset any continued inflation that cannot be mitigated through other means. President & CEO Sara Armbruster countered the idea of a slowdown by noting that despite broader uncertainty, many CEOs are compelled to invest in their spaces due to business-specific dynamics, such as headcount growth that has outpaced their current real estate footprint.

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    Joe Gomes's questions to V2X Inc (VVX) leadership

    Joe Gomes's questions to V2X Inc (VVX) leadership • Q1 2025

    Question

    Joe Gomes questioned the driver for the quarterly gross margin increase, asked about significant military exercises in the INDOPACOM region, and inquired about the pace of contract awards year-to-date.

    Answer

    SVP and CFO Shawn Mural attributed the margin change to the timing of expenses and noted it was in line with plans. He confirmed modest support for ongoing exercises in INDOPACOM. President and CEO Jeremy Wensinger added that the pace of awards in Q1 was consistent with their expectations and they remain on schedule.

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