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    Joshua Zoepfel

    Research Associate and Equity Analyst at Noble Capital Markets

    Joshua Zoepfel is a Research Associate and Equity Analyst at Noble Capital Markets, Inc., focusing on research coverage of small-cap companies across diverse sectors including healthcare, business services, defense technology, energy, enterprise hardware, and media & entertainment. He has produced investment research on companies such as Commercial Vehicle Group (CVGI) and DLH Holdings (DLHC), contributing to detailed fundamental analysis and strategy assessments for institutional clients. Zoepfel began his analyst career at Noble Capital Markets in late 2021, following undergraduate studies at Lindenwood University, and has since developed expertise in multi-sector equity research. He holds professional credentials including the FINRA Series 86, Series 87, and SIE licenses.

    Joshua Zoepfel's questions to KRATOS DEFENSE & SECURITY SOLUTIONS (KTOS) leadership

    Joshua Zoepfel's questions to KRATOS DEFENSE & SECURITY SOLUTIONS (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 ODP (ODP) leadership

    Joshua Zoepfel's questions to ODP (ODP) leadership • Q4 2024

    Question

    Joshua Zoepfel requested more clarity on the 2025 outlook, asking for an expansion on the prepared remarks. He also inquired about the pipeline for adjacent markets beyond hospitality, such as healthcare or cruise lines, and sought more detail on the drivers behind the quarterly decline in free cash flow.

    Answer

    Co-CFO Adam Haggard explained that specific 2025 guidance is being withheld temporarily due to the uncertain pace of revenue from new customer segments, but they will provide updates in coming quarters. CEO Gerry Smith highlighted that adjacent markets like cruise lines, hospitals, and nursing homes are all potential targets, noting that the company's new supplier base provides an immediate entry point. Haggard attributed the negative free cash flow to conscious working capital investments made in Q4 to support a new social media e-commerce client, to get ahead of tariffs, and to prepare for the hospitality segment launch.

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

    Joshua Zoepfel's questions to Bit Digital (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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    Joshua Zoepfel's questions to DLH Holdings (DLHC) leadership

    Joshua Zoepfel's questions to DLH Holdings (DLHC) leadership • Q3 2024

    Question

    Joshua Zoepfel inquired about the softer-than-expected Q3 revenue, seeking clarity on the impact from small business contract runoff. He also asked for an update on the CMOP contract recompete process and the reasons for the significant sequential and year-over-year decline in gross margin.

    Answer

    Executive Zachary C. Parker explained the revenue softness was due to the expected runoff of legacy small business contracts from prior acquisitions, a process he expects to continue for another quarter or two. Regarding CMOP, Parker detailed that the government has restarted the bidding process, shifting the focus to a "low-cost shootout" model which has tempered the company's enthusiasm. CFO Kathryn M. Johnbull attributed the gross margin compression to a higher mix of lower-margin pass-through revenue during the quarter.

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    Joshua Zoepfel's questions to BLACKBOXSTOCKS (BLBX) leadership

    Joshua Zoepfel's questions to BLACKBOXSTOCKS (BLBX) leadership • Q3 2022

    Question

    Joshua Zoepfel from Noble Capital Markets inquired about the product launch timelines and development costs for Stock Nanny and Blackbox Pro. He also asked about the marketing strategies for these new products, the company's current cash position and potential capital raises, and customer retention trends in the volatile market.

    Answer

    CEO Gust Kepler confirmed that Stock Nanny is on track for a Q1 2023 release, with Blackbox Pro following in Q2 2023. He explained that major development costs have already been incurred through staffing, so no significant increase is anticipated. Kepler detailed a digital marketing strategy for Stock Nanny and a hybrid business development/digital approach for Pro. He also affirmed the company's strong cash position, stating there are no current plans for a capital raise, and noted that while market volatility has increased churn, the overall member base remains stable.

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