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    Sol Zelman

    Research Analyst at Jerry Care

    Sol Zelman is an analyst at Jerry Care specializing in company research and earnings analysis, with a particular focus on technology firms such as Nano Dimension Ltd. He has actively participated in earnings calls and has posed targeted questions to corporate management, contributing insights for investor decision-making. Zelman’s professional track record includes recent performance highlights, though comprehensive industry rankings and return metrics are not publicly documented. While his earlier career details, FINRA registration, and securities licenses have not been disclosed, his current role underscores expertise in earnings event analysis and public company coverage.

    Sol Zelman's questions to Nano Dimension (NNDM) leadership

    Sol Zelman's questions to Nano Dimension (NNDM) leadership • Q3 2024

    Question

    Sol Zelman of Gericare asked about the potential for activist investors to derail the pending acquisitions and requested clarification on the CFIUS regulatory process.

    Answer

    Executive Yoav Stern explained that CFIUS is a standard regulatory process, which is nearly complete for the Desktop Metal deal and expected to be shorter for Markforged. Regarding the activist threat, Stern stated that two new directors would be a minority on the board and could not legally derail deals that are already signed and contractually committed. While acknowledging he worries about all risks, he conveyed that legal counsel sees no path for the activists to kill the transactions.

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    Sol Zelman's questions to Nano Dimension (NNDM) leadership • Q2 2024

    Question

    Sol Zelman of Jerry Care asked what gross margin level would signal a sustainable recovery for the 3D industry, suggesting 60% as a target. He also questioned if the company was no longer interested in Stratasys and why a previous offer was still outstanding.

    Answer

    Executive Yoav Stern agreed that for high R&D technologies, a gross margin approaching 60% is necessary for profitability, while 40-45% is acceptable for more traditional industries. Regarding Stratasys, Stern stated the investment remains strategic and the old offer is irrelevant. He highlighted a now-friendly relationship with Stratasys management, suggesting a future strategic cooperation is possible.

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