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    Richard Dearnley

    Research Analyst at Longport Partners

    Richard Dearnley is an Analyst at Longport Partners, specializing in equity research across sectors including oilfield services, manufacturing, and retail. He actively covers public companies such as Flotek Industries, ACME United, and The Buckle, providing detailed performance analyses and valuation insights during earnings calls. Since joining Longport Partners before 2019, Dearnley has developed a reputation for incisive operational and financial questioning, though specific metrics on his investment performance or formal analyst rankings are not publicly available. His professional credentials and securities licenses are not explicitly disclosed in public records, but his consistent conference call presence and analytical depth suggest solid industry experience.

    Richard Dearnley's questions to ACME UNITED (ACU) leadership

    Richard Dearnley's questions to ACME UNITED (ACU) leadership • Q1 2025

    Question

    Richard Dearnley of Longport Partners sought Walter Johnsen's opinion on whether the administration's high tariffs on China were a negotiating tactic. He also questioned if the strong 14% growth in the first aid segment was primarily due to easy year-over-year comparisons after a flat performance in 2024.

    Answer

    Executive Walter Johnsen declined to speculate on the administration's strategy, reiterating China's integral role in the global economy. Regarding first aid growth, Johnsen stated that while 14% was strong, the long-term organic growth rate remains in the 8-12% range. He emphasized that future reported growth will be significantly influenced by pricing actions related to tariffs, in addition to the underlying organic growth.

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    Richard Dearnley's questions to ACME UNITED (ACU) leadership • Q4 2024

    Question

    Richard Dearnley questioned the reporting of European sales figures and asked for clarification on segment performance, noting that Westcott's growth seemed to mathematically imply a decline in the First Aid business. He also questioned the reported $30 million figure for first aid refills.

    Answer

    Paul Driscoll, an executive, confirmed that European sales were in the press release and clarified the sales calculation. He explained that the prior year's results included $9 million from the divested Camillus and Cuda businesses; after adjusting for this, both First Aid and Westcott showed growth. Walter Johnsen, an executive, added that the $30 million refill figure is a net number after rebates, which may differ from previously discussed gross sales figures.

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