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    Joseph Von Meister • Intermarket Corp.

    Joseph Von Meister is a Senior Analyst at Intermarket Corp., specializing in equity research with a focus on the technology and financial services sectors. He covers leading firms such as Apple, Microsoft, JPMorgan Chase, and Goldman Sachs, consistently achieving an investment call success rate above 65% and earning top-quartile rankings on evaluation platforms including TipRanks. Beginning his analyst career in 2012, Von Meister previously held roles at Larkin Associates and Blue Ridge Investments before joining Intermarket Corp. in 2018. He is a FINRA-registered securities professional, holding Series 7 and Series 63 licenses, and has been recognized for his insightful market commentary and accurate forecasting.

    Joseph Von Meister's questions to Pyxus International Inc (PYYX) leadership

    Joseph Von Meister's questions to Pyxus International Inc (PYYX) leadership • Q4 2025

    Question

    Joseph Von Meister from Intermarket Group asked for an update on Philip Morris International's heat-not-burn product in the U.S., questioned the accounting for a share repurchase in the cash flow statement, and inquired about plans to refinance high-cost debt given improved credit metrics.

    Answer

    President & CEO J. Pieter Sikkel confirmed Pyxus's significant involvement in the supply chain for next-generation products like IQOS but could not provide a specific U.S. launch timeline. Interim CFO Dustin Styons clarified that the share repurchase is detailed in the statement of stockholders' equity rather than as a separate line item in the cash flow statement. Regarding debt, Styons stated that while the company continuously evaluates strategic options for its capital structure, there were no specific refinancing updates to share at this time.

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    Joseph Von Meister's questions to Pyxus International Inc (PYYX) leadership • Q4 2025

    Question

    Inquired about the status of Philip Morris International's heat-not-burn product in the US, the accounting treatment of a share repurchase in the cash flow statement, and the company's plans for refinancing high-cost debt given their improved credit metrics.

    Answer

    The company stated they are involved in the supply chain for the heat-not-burn product and view it positively but have no specific US launch date. The share repurchase is most clearly detailed in the statement of stockholders' equity rather than being a separate line item in the cash flow statement. Regarding debt, the company is continuously evaluating strategic options for its capital structure but has no specific refinancing updates to share at this time.

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    Joseph Von Meister's questions to Pyxus International Inc (PYYX) leadership • Q1 2025

    Question

    Joseph Von Meister of Intermarket asked if the stock-based compensation item in the financial statements was a new development and inquired whether the company had hired a banker to assist with its refinancing efforts.

    Answer

    CFO Flavia Landsberg clarified that while stock-based compensation itself is not new, the accrual of the program is, which is a non-cash item related to the program's structure. She added that they are in the process of evaluating options and working with the Board regarding a banker for the refinancing, and any decision will be communicated publicly.

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    Joseph Von Meister's questions to Pyxus International Inc (PYYX) leadership • Q1 2025

    Question

    Inquired about a new stock-based compensation item in the financial statements and whether the company has engaged a banker for its refinancing efforts.

    Answer

    The stock-based compensation itself is not new, but the non-cash accrual for the program is new this quarter, reflecting the likelihood of the program's targets being met. The company is currently in the process of evaluating the need to hire a banker for refinancing with its Board of Directors.

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