2024 SOUTHWEST IDEAS CONFERENCE SCHEDULE
| Presentation Room #1 | Presentation Room #2 | Presentation Room #3 | ||
|---|---|---|---|---|
| 7:00 - 8:30 | Registration and Breakfast | |||
| 7:15 - 7:50 | Atlas Energy Solutions, Inc. (NYSE: AESI) |
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| 7:55 - 8:30 | AZZ, Inc. (NYSE: AZZ) |
inTest Corp. (NYSE: INTT) |
||
| 8:35 - 9:10 | Crown Crafts, Inc. (Nasdaq: CRWS) |
Mattr Corp. (TSX: MATR.TO) |
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| 9:15 - 9:50 | Ranger Energy Services, Inc. (NYSE: RNGR) |
Perfect Corp. (NYSE: PERF) |
FTAI Infrastructure, Inc. (Nasdaq: FIP) |
|
| 10:00 - 10:35 | Solaris Energy Infrastructure, Inc. (NYSE: SEI) |
Vox Royalty Corp. (Nasdaq: VOXR) |
Wildan Group, Inc. (Nasdaq: WLDN) |
|
| 10:45 - 11:20 | Diversified Energy Co. (NYSE: DEC) |
Miller Industries, Inc. (NYSE: MLR) |
Alico, Inc. (Nasdaq: ALCO) |
|
| 11:30 - 12:05 | Granite Ridge Resources, Inc. (NYSE: GRNT) |
IDT Corp. (NYSE: IDT) |
Titan International, Inc. (NYSE: TWI) |
|
| 12:10 - 1:15 | Lunch Program | |||
| 1:20 - 1:55 | U.S. Physical Therapy, Inc. (NYSE: USPH) |
GoHealth, Inc. (Nasdaq: GOCO) |
Hammond Power Solutions, Inc. (TSX: HPS.A) |
|
| 2:00 - 2:35 | Research Solutions, Inc. (Nasdaq: RSSS) |
MFA Financial, Inc. (NYSE: MFA) |
Knowles Corp. (NYSE: KN) |
|
| 2:45 - 3:20 | Solo Brands, Inc. (NYSE: DTC) |
Tiptree, Inc. (Nasdaq: TIPT) |
The Gorman-Rupp Co. (NYSE: GRC) |
|
| 3:30 - 4:05 | John B. Sanfilippo & Son, Inc. (Nasdaq: JBSS) |
International General Insurance Holdings Ltd. (Nasdaq: IGIC) |
||
| 4:10 - 4:45 | DocGo, Inc. (Nasdaq: DCGO) |
Sterling Infrastructure, Inc. (Nasdaq: STRL) |
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| Participating in 1x1s only |
Unisys Corp. (NYSE: UIS) |
Metallus (NYSE: MTUS) |
BGSF, Inc. (NYSE: BGSF) |
|
| 4:45 - 6:30 | Networking Cocktail Reception Sponsored by Three Part Advisors | |||
| Thursday Nov. 21st | Presentation Room #1 | Presentation Room #2 | Presentation Room #3 |
|---|---|---|---|
| 7:30 - 8:30 | Registration and Breakfast | ||
| 7:55 - 8:30 | Red Violet, Inc. (Nasdaq: RDVT) |
Select Water Solutions, Inc. (NYSE: WTTR) |
|
| 8:35 - 9:10 | Howard Hughes Holdings, Inc. (NYSE: HHH) |
Clean Energy Fuels Corp. (Nasdaq: CLNE) |
Green Brick Partners, Inc. (NYSE: GRBK) |
| 9:15 - 9:50 | Franklin BSP Realty Trust, Inc. (NYSE: FBRT) |
Vitesse Energy, Inc. (NYSE: VTS) |
Pure Cycle Corp. (Nasdaq: PCYO) |
| 10:00 - 10:35 | Postal Realty Trust, Inc. (NYSE: PSTL) |
Smith-Midland Corp. (Nasdaq: SMID) |
Capital Southwest Corp. (Nasdaq: CSWC) |
| 10:45 - 11:20 | Progress Software Corp. (Nasdaq: PRGS) |
Pine Cliff Energy Ltd. (OTC: PIFYF) |
AstroNova, Inc. (Nasdaq: ALOT) |
| 11:30 - 12:05 | Quest Resource Holding Corp. (Nasdaq: QRHC) |
Energy Services of America Corp. (Nasdaq: ESOA) |
Landsea Homes Corp. (Nasdaq: LSEA) |
| 12:10 - 1:15 | Lunch Program | ||
| 1:20 - 1:55 | Flexsteel Industries, Inc. (Nasdaq: FLXS) |
Apogee Enterprises, Inc. (Nasdaq: APOG) |
Educational Development Corp. (Nasdaq: EDUC) |
| 2:00 - 2:35 | Bel Fuse, Inc. (Nasdaq: BELFB) |
Distribution Solutions Group, Inc. (Nasdaq: DSGR) |
Acme United Corp. (NYSE: ACU) |
| 2:45 - 3:20 | CECO Environmental Corp. (Nasdaq: CECO) |
Graham Corp. (NYSE: GHM) |
DNOW, Inc. (NYSE: DNOW) |
| 3:30 - 4:05 | Global Industrial Co. (NYSE: GIC) |
Nature's Sunshine Products, Inc. (Nasdaq: NATR) |
|
| 4:10 - 4:45 | Core Molding Technologies, Inc. (NYSE: CMT) |
Lincoln Educational Services Corp. (Nasdaq: LINC) |
PRESENTING COMPANY LIST
2024 Southwest IDEAS Investor Conference | Dallas
| Presenting Company | Ticker | Industry | Headquarters | Market Cap. | Dividend Yield |
|---|---|---|---|---|---|
| Acme United Corp. | ACU | Household & Personal Products | Shelton, CT | 156 | 1.4% |
| Alico, Inc. | ALCO | Farm Products | Fort Myers, FL | 197 | 0.8% |
| Apogee Enterprises, Inc. | APOG | Building Products & Equipment | Minneapolis, MN | 1,861 | 1.2% |
| AstroNova, Inc. | ALOT | Computer Hardware | West Warwick, RI | 105 | 0.0% |
| Atlas Energy Solutions, Inc. | AESI | Oil & Gas Equipment & Services | Austin, TX | 2,332 | 4.3% |
| AZZ, Inc. | AZZ | Specialty Business Services | Fort Worth, TX | 2,511 | 0.8% |
| Bel Fuse, Inc. | BELFB | Electronic Components | West Orange, NJ | 961 | 0.4% |
| BGSF, Inc. | BGSF | Staffing & Employment Services | Plano, TX | 75 | 8.7% |
| Capital Southwest Corp. | CSWC | Asset Management | Dallas, TX | 1,102 | 11.0% |
| CECO Environmental Corp. | CECO | Pollution & Treatment Controls | Dallas, TX | 902 | 0.0% |
| Clean Energy Fuels Corp. | CLNE | Oil & Gas Refining & Marketing | Newport Beach, CA | 626 | 0.0% |
| Core Molding Technologies, Inc. | CMT | Specialty Chemicals | Columbus, OH | 147 | 0.0% |
| Crown Crafts, Inc. | CRWS | Furnishings, Fixtures & Appliances | Gonzales, LA | 46 | 7.1% |
| Distribution Solutions Group, Inc. | DSGR | Industrial Distribution | Fort Worth, TX | 1,841 | 0.0% |
| Diversified Energy Co. | DEC | Oil & Gas E&P | Birmingham, AL | 656 | 17.3% |
| DNOW, Inc. | DNOW | Industrial Distribution | Houston, TX | 1,578 | 0.0% |
| DocGo, Inc. | DCGO | Medical Care Facilities | New York, NY | 436 | 0.0% |
| Educational Development Corp. | EDUC | Publishing | Tulsa, OK | 16 | 0.0% |
| Energy Services of America Corp. | ESOA | Engineering & Construction | Huntington, WV | 239 | 0.4% |
| Flexsteel Industries, Inc. | FLXS | Furnishings, Fixtures & Appliances | Dubuque, IA | 297 | 1.1% |
| Franklin BSP Realty Trust, Inc. | FBRT | REIT - Mortgage | New York, NY | 1,056 | 11.0% |
| FTAI Infrastructure, Inc. | FIP | Conglomerates | New York, NY | 988 | 1.4% |
| Global Industrial Co. | GIC | Industrial Distribution | Port Washington, NY | 1,081 | 3.5% |
| GoHealth, Inc. | GOCO | Insurance Brokers | Chicago, IL | 127 | 0.0% |
| Graham Corp. | GHM | Specialty Industrial Machinery | Batavia, NY | 455 | 0.0% |
| Granite Ridge Resources, Inc. | GRNT | Oil & Gas E&P | Dallas, TX | 853 | 6.7% |
| Green Brick Partners, Inc. | GRBK | Residential Construction | Plano, TX | 3,107 | 0.0% |
| Hammond Power | HMDPF | Electrical Equipment & Parts | Guelph, ON | 1,107 | 0.7% |
| Howard Hughes Holdings, Inc. | HHH | Real Estate - Diversified | The Woodlands, TX | 4,118 | 0.0% |
| IDT Corp. | IDT | Telecom Services | Newark, NJ | 1,288 | 0.3% |
| International General Insurance Holdings Ltd. | IGIC | Insurance - Diversified | Amman, Jordan | 1,115 | 0.3% |
| inTest Corp. | INTT | Semiconductor Equipment & Materials | Mount Laurel, NJ | 94 | 0.0% |
| John B. Sanfilippo & Son, Inc. | JBSS | Packaged Foods | Elgin, IL | 976 | 1.0% |
| Knowles Corp. | KN | Electronic Components | Itasca, IL | 1,624 | 0.0% |
| Landsea Homes Corp. | LSEA | Real Estate - Development | Dallas, TX | 380 | 0.0% |
| Lincoln Educational Services Corp. | LINC | Diversified Consumer Services | Parsippany, NJ | 512 | 0.0% |
| Mattr Corp. | MATR.TO | Diversified Industrials | Toronto, ON | 1,045 | 0.0% |
| Metallus | MTUS | Steel | Canton, OH | 653 | 0.0% |
| MFA Financial, Inc. | MFA | REIT - Mortgage | New York, NY | 1,130 | 12.7% |
| Miller Industries, Inc. | MLR | Auto Parts | Ooltewah, TN | 784 | 1.1% |
| Nature's Sunshine Products, Inc. | NATR | Packaged Foods | Lehi, UT | 297 | 0.0% |
| Perfect Corp. | PERF | Software - Application | New Taipei City, Taiwan | 189 | 0.0% |
| Pine Cliff Energy Ltd. | PIFYF | Oil & Gas E&P | Calgary, AB | 211 | 10.4% |
| Postal Realty Trust, Inc. | PSTL | REIT - Office | Cedarhurst, NY | 338 | 6.7% |
| Progress Software Corp. | PRGS | Software - Infrastructure | Burlington, MA | 2,918 | 1.0% |
| Pure Cycle Corp. | PCYO | Utilities - Regulated Water | Watkins, CO | 277 | 0.0% |
| Quest Resource Holding Corp. | QRHC | Waste Management | The Colony, TX | 145 | 0.0% |
| Ranger Energy Services, Inc. | RNGR | Oil & Gas Equipment & Services | Houston, TX | 340 | 1.3% |
| Red Violet, Inc. | RDVT | Software - Application | Boca Raton, FL | 475 | 0.0% |
| Research Solutions, Inc. | RSSS | Software - Application | Henderson, NV | 91 | 0.0% |
| Select Water Solutions, Inc. | WTTR | Oil & Gas Equipment & Services | Houston, TX | 1,415 | 1.8% |
| Smith-Midland Corp. | SMID | Building Materials | Midland, VA | 201 | 0.0% |
| Solaris Energy Infrastructure, Inc. | SEI | Oil & Gas Equipment & Services | Houston, TX | 543 | 2.7% |
| Solo Brands, Inc. | DTC | Internet Retail | Grapevine, TX | 69 | 0.0% |
| Sterling Infrastructure, Inc. | STRL | Engineering & Construction | The Woodlands, TX | 5,737 | 0.0% |
| The Gorman-Rupp Co. | GRC | Specialty Industrial Machinery | Mansfield, OH | 1,084 | 1.7% |
| Tiptree, Inc. | TIPT | Insurance - Specialty | Greenwich, CT | 807 | 1.1% |
| Titan International, Inc. | TWI | Farm & Heavy Construction Machinery | West Chicago, IL | 453 | 0.0% |
| U.S. Physical Therapy, Inc. | USPH | Medical Care Facilities | Houston, TX | 1,413 | 1.9% |
| Unisys Corp. | UIS | Information Technology Services | Blue Bell, PA | 569 | 0.0% |
| Vitesse Energy, Inc. | VTS | Oil & Gas E&P | Centennial, CO | 805 | 7.5% |
| Vox Royalty Corp. | VOXR | Other Precious Metals & Mining | Toronto, ON | 129 | 1.8% |
| Willdan Group, Inc. | WLDN | Engineering & Construction | Anaheim, CA | 618 | 0.0% |
