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    Randy Rochman

    Research Analyst at West Family Investments

    Randy Rochman is the Chief Executive Officer of West Family Investments, Inc., specializing in rebuilding the shadow banking system for mission critical assets. He oversees significant holdings in public companies such as MVC Capital—where West Family Investments has played a leading role in shareholder strategy—demonstrating a performance-driven approach aimed at generating attractive risk-adjusted returns. Rochman began his career at Goldman Sachs in 1981 and held various positions in the Investment Management Division before becoming Vice President, ultimately joining West Family Investments as CEO in 2007. He holds a B.S. in Accounting from the University of Illinois, an M.M. in Finance from Northwestern University's Kellogg School of Management, and passed the Certified Public Accountant exam, reflecting strong professional credentials acquired over his multi-decade career.

    Randy Rochman's questions to Sierra Metals (SMTSF) leadership

    Randy Rochman's questions to Sierra Metals (SMTSF) leadership • Q4 2024

    Question

    Inquired further about shareholder Alberto Arias's share sales, the potential for higher EBITDA given current metal prices, Q1 performance, the timing of debt refinancing, and the possibility of a share repurchase program.

    Answer

    The company stated they cannot speculate on the shareholder's motives. They are comfortable with the $130M EBITDA guidance but noted it could be higher if metal prices rise. Q1 is progressing in line with the budget. Debt refinancing and a share repurchase program are being considered but are on hold pending the resolution of the unsolicited takeover bid.

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