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    Tyson Bauer

    Wall Street Analyst at KC Capital

    Tyson Bauer is a Wall Street Analyst at Kansas City Capital specializing in the Consumer Goods sector, with coverage of companies such as Mind Technology Inc. and Insteel Industries. With a proven track record, Bauer has generated a 66% success rate and an average return of 13.8% per rating over the past year, ranking #2,473 among nearly 10,000 analysts on TipRanks. His analyst career at Kansas City Capital dates back to at least 2016 and includes notable investment calls like a 152% return on MIND stock. Bauer’s professional background also features experience participating in earnings calls and financial research for multiple public companies, complemented by credentials relevant to his analyst role.

    Tyson Bauer's questions to INSTEEL INDUSTRIES (IIIN) leadership

    Tyson Bauer's questions to INSTEEL INDUSTRIES (IIIN) leadership • Q3 2025

    Question

    Tyson Bauer of Kansas City Capital Associates asked for a comparison of the EWP acquisition to past deals, clarification on whether challenges in meeting demand were due to capacity constraints or margin protection, the sustainability of current margins, the impact of the weak residential market, the year-end cash outlook, the magnitude of the domestic wire rod shortage, and a comparison of the current business environment to the 2021-2022 period.

    Answer

    H.O. Woltz III, Chairman, President & CEO, clarified that while the EWP acquisition was very good, the 2011 IV acquisition was more transformative for the company. He attributed challenges in meeting demand to raw material shortages and staffing issues, not margin protection, and expressed confidence that margins would remain strong. Woltz suggested that infrastructure spending is offsetting weakness from the residential sector. He estimated that imports would cover a 25-30% domestic shortfall in wire rod and found the current market fundamentally different and difficult to compare to the post-COVID 2021-2022 period.

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    Tyson Bauer's questions to INSTEEL INDUSTRIES (IIIN) leadership • Q2 2025

    Question

    Tyson Bauer of KC Capital asked for a comparison between the current market strength and the COVID-era recovery, questioned the company's pricing power and competitive response to price increases, and sought confirmation on whether favorable trends in ASP, shipment growth, and spreads would continue. He also inquired about the outlook for end markets and asked for clarification on the incentive compensation accrual.

    Answer

    H.O. Waltz (Executive) differentiated the current environment from the post-COVID period, stating that today's fundamentals are more solid and based on real demand rather than inventory rebuilding. He noted that tight raw material supplies across the industry lessen sensitivity to competitive pricing, and he anticipates elevated prices continuing through Q3. Waltz also mentioned that commercial construction markets are showing encouraging signs of life. Scot Jafroodi (CFO) clarified that the incentive accrual is not a catch-up but is directly tied to the strong performance during the quarter.

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    Tyson Bauer's questions to INSTEEL INDUSTRIES (IIIN) leadership • Q1 2025

    Question

    Tyson Bauer from KC Capital asked about the primary drivers for 2025 revenue growth (price vs. volume), specific annual savings from recent cost synergies, the full-year SG&A outlook, the relative importance of interest rates versus tariffs, and details on emerging opportunities like data centers and DOT budgets.

    Answer

    Executive H.O. Waltz indicated that revenue growth would be driven by acquisitions and likely rising selling prices due to tight raw material supply, though the market's sustainability beyond Q2 is uncertain. He did not quantify annual savings but noted the closed plant was operating at a loss. CFO Scot Jafroodi projected an additional $900,000 in amortization expense for the year. Waltz identified tariffs as a more significant factor for Insteel than interest rates and stated the company remains focused on its core construction markets rather than new emerging segments.

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    Tyson Bauer's questions to INSTEEL INDUSTRIES (IIIN) leadership • Q4 2024

    Question

    Tyson Bauer of KC Capital questioned Insteel's strategies for mitigating PC strand import pressures beyond trade cases, the historical effect of falling interest rates on construction project timelines, the potential for hurricane-related demand, and the implications of the current cash balance on future special dividends.

    Answer

    H.O. Waltz (executive) stated that the primary lever against import pressure is correcting the Section 232 tariff loophole, a united effort with industry partners. He opined that current interest rates primarily affect speculative projects and that falling rates could free up capital. Waltz confirmed that hurricane damage is stimulative for demand, particularly for concrete poles and pipes. Regarding capital allocation, he reiterated that the priority is funding growth, with excess cash returned to shareholders, while noting practical difficulties with large-scale share repurchases.

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    Tyson Bauer's questions to MIND TECHNOLOGY (MIND) leadership

    Tyson Bauer's questions to MIND TECHNOLOGY (MIND) leadership • Q1 2026

    Question

    Tyson Bauer of Kansas City Capital Associates inquired about the status of the $5.5 million in delayed Q1 deliveries, the accounting for these orders, and the strategy to utilize the company's $80 million in U.S. tax loss carryforwards given its international revenue base. He also asked about market trends, including deep-sea mining opportunities, the status of master supply agreements, details on the upcoming streamer system enhancement, bid margin stability, and plans to re-enter the maritime security market.

    Answer

    President & CEO Robert P. Capps confirmed the delayed orders are partially shipped and expected to be fully delivered in Q2. He acknowledged the challenge of utilizing U.S. NOLs but noted there are ways to do so. Capps sees growing opportunities in deep-sea exploration, confirmed the use of master supply agreements to streamline business, and described the new streamer system as an enhancement to address new markets. He stated that bid margins are stable and that MIND is re-examining a return to the maritime security sector.

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    Tyson Bauer's questions to MIND TECHNOLOGY (MIND) leadership • Q4 2025

    Question

    Tyson Bauer of KC Capital inquired about the composition of MIND's backlog, including the 'unofficial backlog' from aftermarket services, and the source of management's optimism regarding future orders. He also sought clarification on the shelf registration, the company's capacity for growth towards a potential $100 million revenue target, the strategic review process, and the expected revenue cadence for fiscal 2026.

    Answer

    Executive Robert Capps confirmed the concept of an 'unofficial backlog' is accurate, citing high confidence in pending complex system orders and the quick-turn nature of aftermarket sales. He affirmed the shelf registration is a return to normal business practice. While not committing to a specific revenue target, Capps acknowledged substantial capacity for growth and the need for scale. He stated all strategic options are being evaluated on their merits and agreed that Q1 revenue would likely normalize from Q4's record level, but the full-year outlook remains strong.

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    Tyson Bauer's questions to MIND TECHNOLOGY (MIND) leadership • Q3 2025

    Question

    Tyson Bauer inquired about MIND's transition from survival to a growth phase, the strategic options available with its improved cash position, and the scale of its global installed base and aftermarket business. He also asked about the competitive landscape, the impact of pricing leverage on margins, potential effects of a new U.S. administration, customer CapEx cycles, and the implications of the next-generation streamer system.

    Answer

    Executive Robert Capps explained that the improved capital structure provides flexibility to expand product offerings and enter new markets, though large acquisitions are not planned. He emphasized MIND's dominant position in source controllers and its extensive global installed base, which drives a steady aftermarket business. Capps noted that recent revenue reflects older pricing, suggesting future opportunities for margin improvement. He sees a new administration as a net positive, mainly through permitting, but expects minimal impact from tariffs due to manufacturing in Singapore. He confirmed order flow is lumpy but expects continued activity into the new year, with the new streamer system expanding the addressable market in the longer term.

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    Tyson Bauer's questions to MIND TECHNOLOGY (MIND) leadership • Q2 2025

    Question

    Tyson Bauer of KC Capital inquired about MIND's revenue sustainability given the backlog, the drivers behind strong gross margins, the outlook for cash flow and inventory, the diluted share count post-conversion, and the market's reaction to the new capital structure.

    Answer

    Executive Robert Capps confirmed the expectation of sustained revenue around the $10 million level, with some quarterly fluctuations. He attributed the strong gross margins to operating leverage, rational purchasing, and product mix, suggesting they are sustainable. Capps also expressed hope to work down inventory, improving cash flow, and confirmed the ~8 million diluted share count is a good number to use. He acknowledged the market might take time to adjust to the new capital structure.

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