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    Timothy Moore

    Research Analyst at EF Hutton

    Timothy Moore is Vice President and senior equity research analyst at EF Hutton, specializing in Industrials, Healthcare, and Consumer Discretionary sectors with coverage of companies such as Tennant Company (TNC), Modine Manufacturing (MOD), and Mayville Engineering Company (MEC). With a track record including a 40% success rate and notable returns like a 278.2% gain on MOD, Moore has produced over 100 ratings and maintains an average return near breakeven, ranking in the top half of Wall Street analysts. He began his finance career at Rutabaga Capital Management, Invesco, Fort Washington/Touchstone, and Cabot Wealth Management, and has been recognized by Institutional Investor for sell-side team performance before joining EF Hutton in recent years. Moore holds an MBA from Northwestern's Kellogg School of Management, is a Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP), and maintains active FINRA securities licenses.

    Timothy Moore's questions to ITI leadership

    Timothy Moore's questions to ITI leadership • Q3 2024

    Question

    Inquired if slower customer conversion is due to selling larger, more complex orders; asked about the progress in hiring internal consultants versus using subcontractors; and questioned if the M&A focus would remain on the US.

    Answer

    The company confirmed that as they pursue larger, more complex deals, the evaluation process is extended. Hiring internal consultants is an ongoing effort for the next 2-4 quarters, but the most significant services margin improvement will come from scaling SaaS and DaaS revenue. The M&A focus remains on North America, where the opportunity is most substantial.

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    Timothy Moore's questions to ITI leadership • Q2 2024

    Question

    Inquired about the potential for reaching a 40% gross margin, progress on internal labor hiring, the timeline for a cloud-based margin inflection point, and the company's appetite for acquisitions.

    Answer

    A 40% gross margin is directionally possible with continued revenue leverage and operational improvements. Labor hiring is on track to be two-thirds complete by early next year. The major margin inflection from cloud solutions is expected in the first half of the fiscal year after next. The company is actively looking at acquisitions but is being cautious about valuations, which have not yet become fully reasonable for the most attractive targets.

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