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    Jon deRoy Gruber

    Research Analyst at Gruber McBaine

    Jon deRoy Gruber is President and co-founder of Gruber & McBaine Capital Management, specializing in investment advisory with a strong focus on technology sector equities and related industries. Over his career, he has directly covered major technology companies within the semiconductor, telecommunications, and defense sectors, while serving as head of technology research and overseeing a team of 15 analysts. Since founding Gruber & McBaine in 1987, Gruber has been recognized for his pioneering approach to tech investing, earning the reputation as 'the father of technology investing' and delivering decades of leadership in institutional asset management. An MIT alumnus, Gruber holds an undergraduate degree in Electrical Engineering and is known for significant philanthropy to academic and arts initiatives; specific securities licenses and quantitative performance metrics, if any, are not publicly disclosed.

    Jon deRoy Gruber's questions to FREQUENCY ELECTRONICS (FEIM) leadership

    Jon deRoy Gruber's questions to FREQUENCY ELECTRONICS (FEIM) leadership • Q1 2025

    Question

    Jon deRoy Gruber of Gruber McBaine questioned the low order volume in the quarter, which resulted in a book-to-bill ratio of 0.4 and a decline in backlog, and asked when the company expects to replenish its order book with new contracts.

    Answer

    Executive Thomas McClelland acknowledged the low orders, attributing the weakness to the inherent unpredictability of government contract timing. He expressed confidence that the backlog would be replenished, stating that the company anticipates significant new business in the current quarter and beyond from both satellite and non-satellite programs, though he declined to provide specific project details until they are under contract.

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