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    Joshua Zoepfel • NOBLE Capital Markets

    Joshua Zoepfel's questions to Kratos Defense and Security Solutions Inc (KTOS) leadership

    Joshua Zoepfel's questions to Kratos Defense and Security Solutions Inc (KTOS) leadership • Q4 2024

    Question

    Joshua Zoepfel from NOBLE Capital Markets requested an update on the facility timelines in India and Israel and asked about the margin profile outlook for the Unmanned Systems segment in 2025.

    Answer

    CEO Eric DeMarco stated the Israel facility is on track for Q2 2025, while the India facility is progressing more slowly, with a likely 2026 or 2027 timeline. CFO Deanna Lund and CEO DeMarco indicated that the Unmanned segment will continue to face margin headwinds in 2025 from subcontractor cost growth on fixed-price contracts, but upcoming renegotiations of two large target drone programs are expected to address the issue.

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    Joshua Zoepfel's questions to Bit Digital Inc (BTBT) leadership

    Joshua Zoepfel's questions to Bit Digital Inc (BTBT) leadership • Q3 2024

    Question

    Joshua Zoepfel, on behalf of Joe Gomes, asked for an update on the data center site pipeline, specifically inquiring about progress in securing power outside of Montreal, such as in Western Canada or the U.S. He also questioned if the active Bitcoin mining hash rate might exceed the 3 exahash target given the recent rise in Bitcoin's price.

    Answer

    Enovum CEO Billy Krassakopoulos confirmed that the company is actively vetting a potential data center site in the United States, which would be its first project there. CEO Samir Tabar and CFO Erke Huang responded that despite higher Bitcoin prices, rising network difficulty makes HPC a better use of capital. Huang emphasized the strategy is to leverage higher prices to sell older miners and upgrade the fleet for efficiency, rather than simply activating more machines.

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