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Tim Hasara

Tim Hasara

Research Analyst at Sinnet Capital

St. Louis, MO, US

Tim Hasara is the Founder, Managing Partner, and Chief Investment Officer at Sinnet Capital, with more than 30 years of experience specializing in microcap equities. He covers a range of companies including Franklin Wireless, where he and Sinnet Capital have acquired significant holdings, and he demonstrated a proven investment track record by previously managing a $1 billion microcap equity fund at Kennedy Capital Management from 1994 to 2021. Hasara began his career after earning a BBA from the University of Notre Dame and a Masters in Management from Johns Hopkins University, later serving on the investment committee of the $800 million Burroughs Wellcome Fund. His credentials reflect robust portfolio management expertise and prominent leadership in both asset management and philanthropic investment committees.

Tim Hasara's questions to FREQUENCY ELECTRONICS (FEIM) leadership

Question · Q2 2025

Tim Hasara of Sinnet Capital inquired about the outlook for securing new GEO satellite contracts over the next 6 to 9 months, including potential upgrades to existing programs.

Answer

Executive Thomas McClelland stated that the company anticipates a significant amount of work in the GEO satellite area within the next 6 to 9 months, with proposals already submitted to multiple prime contractors. He emphasized the importance of these programs for maintaining strong margins, which supports investment in the emerging small satellite market.

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Question · Q1 2025

Tim Hasara of Sinnet Capital questioned the company's gross margin reporting, asking why it didn't highlight a one-time adjustment from the prior-year quarter which made the current results appear stronger on a comparative basis. He also asked about the funding timeline for previously announced contracts and the nature of funding for new proliferated satellite programs.

Answer

Executive Thomas McClelland and CFO Steven Bernstein dismissed the prior year's adjustment as a one-off issue that was not relevant to the current period. McClelland confirmed that the backlog for three major programs announced last year is being actively worked on and funding is coming through. He further explained that new proliferated satellite programs are primarily government-funded but involve a risk-sharing model where the company invests initially with the expectation of being selected for later production phases.

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