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    Mariusz Skonieczny • Independent Analyst

    Mariusz Skonieczny is the founder and principal analyst at Microcap Explosions and Classic Value Investors, specializing in deep research and active investment in microcap and small-cap equities. Known for his coverage of companies such as Oroco Resources and Mitcham Industries, Skonieczny has delivered substantial returns and is recognized for successfully growing his own investment account from modest beginnings to significant size through precise microcap picks. He began his career in commercial real estate appraisal and brokerage after graduating from Indiana University in 2003, launching Classic Value Investors in early 2009 before creating Microcap Explosions in 2020. An accomplished author of multiple investment books, Skonieczny holds a finance degree but does not appear to maintain FINRA registration or securities licenses, operating independently as an analyst and educator.

    Mariusz Skonieczny's questions to Voxtur Analytics Corp (VXTRF) leadership

    Mariusz Skonieczny's questions to Voxtur Analytics Corp (VXTRF) leadership • Q3 2024

    Question

    Mariusz Skonieczny asked for clarification on Voxtur's current financial run-rate, seeking specifics on gross profit with and without the Blue Water subsidiary, current operating expenses, and the path to EBITDA positivity. He also inquired about the details of the cost-cutting measures, potential margin improvements from the existing business, the company's debt situation, and the strategic plan regarding the sale of Blue Water.

    Answer

    CEO Ryan Marshall provided a detailed financial outlook, stating the full-year 2024 gross profit forecast, including Blue Water, is $25M-$28M CAD. He outlined a significant reduction in monthly operating expenses from $2.7M USD in January 2024 to a target of ~$1.6M USD, which positions the company to be EBITDA neutral. Marshall projected that with existing clients and price adjustments, 2025 gross profit could reach $30M-$33M CAD against ~$26.6M in expenses, potentially generating $4M-$7M in positive EBITDA. He also confirmed Voxtur is modeling multiple scenarios, both with and without the disposition of Blue Water. Executive Jordan Ross clarified that any market rumors of the company's bank pulling its credit line were not statements made by Voxtur.

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