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    Tom Kerr • Zacks Small Cap Research

    Tom Kerr's questions to US Energy Corp (USEG) leadership

    Tom Kerr's questions to US Energy Corp (USEG) leadership • Q2 2025

    Question

    Tom Kerr from Zacks Small Cap Research asked about the lower-than-expected helium concentration in the new wells, potential changes to the processing plant's cost or complexity, and whether elevated SG&A expenses would continue.

    Answer

    President and CEO Ryan Smith explained that minor variations in helium concentration are expected and that current levels remain highly economic. He noted that recent legislative changes have prompted a review of the processing plant design to a potentially simpler, lower-cost model. Smith also stated that elevated SG&A from project development costs should drift down in the near term.

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    Tom Kerr's questions to Global Indemnity Group LLC (GBLI) leadership

    Tom Kerr's questions to Global Indemnity Group LLC (GBLI) leadership • Q2 2025

    Question

    Tom Kerr of Zacks Small Cap Research inquired about the specifics of increased corporate expenses, the current state of the overall E&S insurance market, and Global Indemnity's remaining business exposure in California.

    Answer

    CEO Joseph Brown explained that the higher corporate expenses were due to due diligence costs for potential M&A opportunities in the agency space. He characterized the E&S market as seeing some headwinds and price competition in small commercial but strong growth in property-related segments. CFO Brian Riley added that the company is actively moving its California business from admitted to non-admitted products.

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