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    Marc Silk • Silk Investment Advisors

    Marc Silk is CEO, Investment Advisor, Portfolio Manager, and Analyst at Silk Investment Advisors, specializing in independent equity and options strategies with a focus on identifying and investing in undervalued companies via the proprietary Cash Rich Fallen Angel (CRFA) strategy. He covers select stocks across diverse industries and has built a performance track record centered on limiting downside risk and capturing turnaround opportunities. Silk began his career in the late 1990s, founding C. Silk & Sons Financial Services with his father before transitioning to Silk Investment Advisors in 2011, accumulating over 23 years of industry experience. Professionally, he is a registered investment advisor and holds relevant securities credentials, maintaining custody relationships with TD Ameritrade Institutional.

    Marc Silk's questions to Fuel Tech Inc (FTEK) leadership

    Marc Silk's questions to Fuel Tech Inc (FTEK) leadership • Q2 2025

    Question

    Marc Silk sought confirmation on the scale of the AI data center opportunity and inquired about its potential international scope.

    Answer

    Chairman, CEO & President Vince Arnone confirmed that Fuel Tech's current bid pipeline for AI data center projects is approximately $100 million, with the potential for the total market opportunity to be even larger. He also noted that while international opportunities are expected, they are currently less advanced than those in the U.S.

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    Marc Silk's questions to Fuel Tech Inc (FTEK) leadership • Q1 2025

    Question

    Marc Silk asked if datacenter clients are planning for environmental regulations beyond the current administration, questioned the strategy behind hiring third-party representatives for DGI sales, and sought color on the market reception of the DGI product at a recent trade show.

    Answer

    Vincent Arnone, Chairman, President and CEO, clarified that current datacenter opportunities are driven by existing regulations for primary power, not anticipated future rules. He explained that using specialized manufacturing representatives for DGI is a core strategy to access new markets, similar to their approach for APC and Fuel Chem, and that they have recently signed two such firms. Arnone added that the DGI technology was very well-received at the Aquaculture America Show, generating multiple leads and a recent proposal.

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    Marc Silk's questions to Fuel Tech Inc (FTEK) leadership • Q1 2025

    Question

    Inquired about the long-term perspective of datacenter clients regarding environmental regulations, the strategy for selling DGI technology, and the market reception of DGI at a recent trade show.

    Answer

    The CEO explained that datacenter opportunities are driven by existing regulations for primary power, not anticipated new ones. For DGI, the company is using experienced manufacturing representatives to access new markets, a standard practice for them. The DGI technology was reportedly very well-received at a recent aquaculture show, generating multiple leads.

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    Marc Silk's questions to Fuel Tech Inc (FTEK) leadership • Q4 2024

    Question

    Inquired about a potential increase in demand from FUEL CHEM customers, opportunities in municipal waste combustion units, and the strategy for capturing the growing data center market.

    Answer

    The company is not seeing a broad 'scramble' from FUEL CHEM customers, but rather specific opportunities in regions with power grid constraints. Near-term municipal waste opportunities are driven by state regulations for existing customers, separate from the delayed federal EPA rule. The data center opportunity is significant, with the company actively bidding on projects to provide NOx control for new gas turbine power generation, leveraging its past experience in the sector.

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    Marc Silk's questions to Fuel Tech Inc (FTEK) leadership • Q4 2024

    Question

    Marc Silk inquired about a potential scramble from customers for FUEL CHEM services due to rising energy demand. He also asked for more details on opportunities related to municipal waste combustion units and the company's strategy for capturing the growing data center business.

    Answer

    Executive Vincent Arnone explained that FUEL CHEM opportunities are highly specific to power plants using certain types of coal and are not seeing a broad-based 'scramble.' He clarified that near-term municipal waste opportunities are driven by state regulations, not the delayed federal rule. Regarding data centers, Arnone highlighted the company's past experience and current bidding activity with gas turbine OEMs, noting that these projects require NOx controls under existing regulations for primary power generation.

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    Marc Silk's questions to Fuel Tech Inc (FTEK) leadership • Q3 2024

    Question

    Asked for details on the DGI fish hatchery demonstration, feedback from a recent trade show, and the company's strategy to capitalize on the changing political and energy policy landscape in the U.S.

    Answer

    The executive clarified that the DGI demo's 'extended' nature refers to its long duration, not a prior engagement, and it will not generate revenue. Customer feedback at trade shows indicates a demand for new solutions to old problems. The new political administration presents a mixed bag: potential upside from extended life for fossil fuel plants but also potential headwinds from delayed regulations and reduced EPA support.

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    Marc Silk's questions to NewtekOne Inc (NEWT) leadership

    Marc Silk's questions to NewtekOne Inc (NEWT) leadership • Q2 2025

    Question

    Marc Silk of Silk Investment Advisors asked for management's perspective on why Newtek's stock trades at a low P/E multiple compared to the industry. He also inquired about the practical drivers of new business, specifically whether new bank accounts are sourced more from its payments and payroll services or from its high-yield deposit offerings.

    Answer

    President, Chairman & CEO Barry Sloane attributed the low valuation to Newtek's unique and disruptive business model, which differs significantly from traditional banks and may take time for the market to understand. He explained that the strategy is to create an integrated ecosystem, where opening a bank account will soon come with an approved merchant account, bundling services to provide a comprehensive advantage for customers, similar to a Shopify or Amazon model.

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