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    Robert Marcin

    Managing Director and Senior Analyst at TB Partners

    Robert Marcin is a Managing Director and Senior Analyst at TB Partners, specializing in equity research with a focus on the industrial and manufacturing sectors. He covers key companies such as KGHM, Famur, Cognor, and Boryszew, consistently demonstrating strong predictive performance and market insight over his career. Marcin began his professional journey in the Polish financial industry in the early 1990s, previously holding senior analyst roles at BIG Bank Gdański and serving as Chief Investment Officer at Investment Fund Corporation before joining TB Partners in 2013. He holds the Chartered Financial Analyst (CFA) designation and is FINRA-registered, earning recognition for his rigorous analysis and successful investment calls throughout Poland's capital markets.

    Robert Marcin's questions to CERAGON NETWORKS (CRNT) leadership

    Robert Marcin's questions to CERAGON NETWORKS (CRNT) leadership • Q3 2024

    Question

    Inquired about the potential market size for the Siklu fixed wireless opportunity, the impact of US rural broadband funding, the revenue timeline and target customers for Neptune products, and the likelihood of a bolt-on acquisition in 2025.

    Answer

    The Siklu fixed wireless opportunity is estimated at $50M-$150M over 2-3 years. The impact of US broadband funding is speculative. Neptune products are expected to generate minor revenue in H2 2025, scaling in 2026, targeting Tier 1 operators globally. The company is open to acquisitions but gave no specific timeline or probability.

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    Robert Marcin's questions to Polar Power (POLA) leadership

    Robert Marcin's questions to Polar Power (POLA) leadership • Q2 2019

    Question

    Robert Marcin from Penn Capital asked for an update on the international business, questioning why a large sales funnel mentioned years ago has not yet resulted in significant orders. He also expressed concern about the company being stretched too thin with new product initiatives and inquired about the growth potential and strategy for the defense market.

    Answer

    CEO Arthur Sams attributed the slow international progress to a lack of support from headquarters and delays in launching new products with features required by overseas clients, rather than issues with the sales team. He acknowledged that the company is 'too thin' in areas like marketing and needs to hire more staff. Regarding the defense sector, Sams confirmed it is a huge market with ongoing programs, but progress is slow and subject to NDAs and political funding cycles. COO Raj Masina added that resolved production capacity constraints now allow them to better pursue large overseas opportunities.

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    Robert Marcin's questions to Polar Power (POLA) leadership • Q1 2019

    Question

    Robert Marcin of Penn Capital questioned the timeline for international sales growth, long-term gross margin targets, the balance between growth and profitability, and the status of the data center business.

    Answer

    CEO Arthur Sams projected that international sales could comprise 25% of revenue by the end of 2019. He and COO Raj Masina discussed gross margins, targeting 35% through improved efficiency and customer diversification, while currently operating in the 30-35% range. Sams emphasized a focus on profitable growth, not 'profitless prosperity.' He also explained that the data center product was temporarily delayed as engineering resources were redirected to support Tier-1 customers but it remains a priority.

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