Interview With Laser Photonics Principal Financial Officer, Carlos Sardinas, Discussing Recently Announced Control Micro Systems Transaction
01 Novembro 2024 - 8:00AM
Business Wire
The Company announced the signing of the asset
purchase agreement on 10/31/24
Laser Photonics Corporation (LPC) (NASDAQ: LASE), a leading
global developer of industrial laser systems for cleaning and other
material processing applications, today shared an interview with
Carlos Sardinas, VP of Finance for LPC, where he speaks on the
Company’s recently announced acquisition of the assets of Control
Micro Systems, Inc. (CMS). Key messages from the interview
included:
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- LPC is diversifying into a new, recession-resistant vertical
with attractive growth characteristics;
- Due to financial challenges, the prior owner under-invested in
the business, particularly sales and marketing, and therefore, LPC
believes CMS’ products were under-monetized as well;
- CMS counts several of the top 20 largest global pharmaceutical
manufacturers as customers;
- LPC will combine the engineering and customer support talent
previously employed by CMS and LPC’s existing sales and marketing
programs with the goal of creating substantial synergies.
See below for a full transcript of the interview:
1. Please explain to investors what CMS does.
Sardinas: CMS specializes in developing custom precision laser
solutions for several markets; however, the business that was
especially attractive to us was their laser solutions for the
healthcare industry, specifically pharmaceutical drug delivery,
where they address two very attractive applications:
controlled-release tablet production and packaging compliance. With
its laser drilling systems, CMS has established itself as a
critical supplier for laser systems that create microscopic
apertures in tablets, allowing for precise control over drug
release rates.
2. Why were these assets especially attractive to LPC from a
business, technology and market perspective?
Sardinas: There are several reasons. First, this is a huge,
growing industry. According to Grandview Research, the broader
market for controlled-release pharmaceuticals was $49.5 billion in
2023 and is expected to grow at a CAGR of nearly 11% through 2030.
While the market for CMS’ laser systems that create precise holes
in the pharmaceuticals is a tiny fraction of this market, this
shows that the demand for these drug delivery methods will continue
to grow, and we believe CMS is well-positioned to capture this
growth.
Second, not only does this diversify our business into a new
growth market, but pharmaceuticals tend to be a recession-proof, or
at least highly recession-resistant industry, so we don’t expect to
see much cyclicality.
The third is synergies. We believe these assets were
significantly under-monetized and had become neglected after being
acquired in 2022. The acquiring Company was saddled with debt and
did not invest in growth initiatives like sales and marketing due
to its debt load. Despite this, CMS generated more revenue
(unaudited) than LPC did in 2023. We believe with the proper
investment in sales and marketing programs, an area of strength for
LPC, we can accelerate growth.
Finally, we see additional benefits as we acquired existing
customer programs with over $2 million in unbilled contracted
revenue that we can now turn into cash flow to reinvest in the
business. Also, while not technically part of the deal, we hired
most of the former CMS employees, who bring engineering and
customer support talent to LPC.
3. Who are CMS’ previous major customers?
Sardinas: CMS has several of the top 20 largest global
pharmaceutical manufacturers as its customers, including 2 in the
top 10. As we invest in sales and marketing, we hope to penetrate
these customers further while expanding this list in the coming
years.
4. What was the purchase price for the acquisition of
CMS?
Sardinas: We paid $1.05 million for the assets consisting of
$950,000 in cash and $100,000 in LPC stock.
5. Finally, what are the next steps following the
acquisition?
Sardinas: Laser Photonics is set to close the asset purchase
agreement over the next week. As we attain control of the assets
and develop our game plan, we will provide investors with relevant
updates. Thank you.
About Laser Photonics Corporation
Laser Photonics is a vertically integrated manufacturer and
R&D Center of Excellence for industrial laser technologies and
systems. Laser Photonics seeks to disrupt the $46 billion,
centuries-old sand and abrasives blasting markets, focusing on
surface cleaning, rust removal, corrosion control, de-painting and
other laser-based industrial applications. Laser Photonics’ new
generation of leading-edge laser blasting technologies and
equipment also addresses the numerous health, safety, environmental
and regulatory issues associated with old methods. As a result,
Laser Photonics has quickly gained a reputation as a leader in
industrial laser systems with a brand that stands for quality,
technology and product innovation. Currently, world-renowned and
Fortune 1000 manufacturers in the aerospace, automotive, defense,
energy, maritime, nuclear, and space industries are using Laser
Photonics’ unique-to-industry systems. For more information, visit
https://www.laserphotonics.com.
Cautionary Note Concerning Forward-Looking Statements
This press release contains forward-looking statements within
the meaning of applicable securities laws. These statements are
based on current expectations as of the date of this press release
and involve risks and uncertainties that may cause results and uses
of proceeds to differ materially from those indicated by these
forward-looking statements. We encourage readers to review the
“Risk Factors” in our Registration Statement for a comprehensive
understanding. Laser Photonics Corp. undertakes no obligation to
revise or update any forward-looking statements, except as required
by applicable laws or regulations, to reflect events or
circumstances after the date of this press release.
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version on businesswire.com: https://www.businesswire.com/news/home/20241101780450/en/
Investor Relations Contact: Brian Siegel, IRC, MBA Senior
Managing Director Hayden IR (346) 396-8696 laser@haydenir.com
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