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Noam Nakash

Research Analyst at IMA Value Fund

Noam Nakash is the founder and majority shareholder of IMA Value (Funds Management) Ltd, where he serves as a senior leader and specialist in fundamental value investing. He actively covers small- and mid-cap companies such as Rave Restaurant Group, Senstar, and Avanza Capital Holdings, participating in earnings calls and executing in-depth company research. Nakash established IMA Value as its chief decision-maker, shaping its investment strategy from inception and managing its growth and operations since its founding. As a fund leader, he brings extensive investment experience and professional acumen to his role, although details on securities licenses or public performance metrics are not available.

Noam Nakash's questions to Senstar Technologies (SNT) leadership

Question · Q3 2025

Noam Nakash inquired about the company's calculated growth for the quarter if the ending Asia-Pacific contracts were excluded. He also asked if the 10% organic growth operating model remains the expected run rate and whether the consulting fees are anticipated to support future growth.

Answer

CEO Fabien Haubert stated it was difficult to provide a precise calculated growth figure without the Asia-Pacific contract, noting its material impact in the prior year. He declined to confirm the 10% organic growth as a future run rate, emphasizing the team's efforts to achieve sustainable growth. Fabien expressed hope that the investment in consulting fees for growth strategy would translate into future growth.

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Question · Q3 2025

Noam Nakash asked about the company's growth rate excluding the impact of the non-recurring Asia-Pacific contract and whether the 10% organic growth operating model remains the expected run rate. He also inquired if the recent consulting fees are anticipated to support future growth.

Answer

Fabien Haubert, Chief Executive Officer, indicated that it was difficult to provide a precise growth calculation without the Asia-Pacific contract, noting its material impact in the prior year. He affirmed the company is striving for the 10% organic growth rate but could not provide forward-looking statements. Mr. Haubert expressed hope that the substantial investment in consulting fees for strategic growth initiatives would indeed translate into future growth.

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