Financial Data and Key Metrics Changes - In Q4 2021, consolidated sales increased 7% sequentially to $71.8 million, with DynaEnergetics sales rising 15% to $50.7 million [12][16] - Fourth quarter consolidated gross margin was 18%, down from 25% in Q3, attributed to inventory reserve adjustments and project mix [14][16] - Adjusted EBITDA for Q4 was $2.8 million, down from $5.8 million in Q3, while full-year consolidated sales were $260.1 million, up 14% from 2020 [16][23] Business Line Data and Key Metrics Changes - DynaEnergetics International sales grew 75% to $8.1 million, while North American sales increased 7% to $42.6 million [13] - NobelClad sales declined 8% sequentially to $21.2 million due to delays in receiving metals [13] - Arcadia's pro forma sales for 2021 were $500.5 million, with a pro forma gross margin of 28% [16] Market Data and Key Metrics Changes - DynaEnergetics sales in North America exceeded the 4% increase in U.S. well completions reported by the Energy Information Administration [13] - Arcadia serves a $7 billion addressable market, capturing approximately 10% market share in its regions [7][8] Company Strategy and Development Direction - The acquisition of Arcadia is expected to double DMC's pro forma sales and strengthen its market position in the building products sector [7][20] - DMC aims to improve operating efficiencies and increase manufacturing capacity at Arcadia through investments in new facilities and systems [10][11] - The company is focused on margin improvement and long-term revenue growth across its asset-light businesses [20][55] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about strengthening end markets and the ability to meet demand, particularly in the oil and gas sector [17] - DynaEnergetics is expected to see margin recovery through price increases and increased well completion activity [18][46] - NobelClad is positioned to improve bookings and financial performance as supply chain disruptions ease [19] Other Important Information - Fourth quarter net loss attributable to DMC was $2.8 million, with an adjusted net income of $840,000 [22][23] - First quarter 2022 consolidated sales are expected to be between $125 million and $135 million, with Arcadia projected to report sales of $57 million to $62 million [24][25] Q&A Session Summary Question: Discussion on Arcadia's CapEx and growth expectations - Management plans $8 million to $10 million in CapEx for Arcadia, focusing on operational efficiency and capacity expansion [29][30] Question: Arcadia's revenue seasonality and growth direction - Revenue is expected to remain stable, with growth driven by price increases and capacity improvements [31][32] Question: DynaEnergetics' Q1 guidance and international sales - International sales are expected to pull back slightly, while North American sales are projected to increase [35][36] Question: Pricing strategy and competitive behavior in DynaEnergetics - A 5% price increase was implemented, with expectations for further increases to offset inflation [43][46] Question: Arcadia's EBITDA margins and growth potential - Expected EBITDA margins for Arcadia are around 20%, with growth driven by pricing and operational improvements [50][51] Question: Capital allocation and debt management for 2022 - The company aims to reduce debt to below 2x debt-to-EBITDA by the end of 2022, with a long-term CapEx target of 3% to 4% of sales [57][58]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 Title of each class Trading Symbol Name of exchange on which registered Common Stock, $0.05 Par Value BOOM The Nasdaq Global Select Market Form 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES AND EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2021 OR ☐ TRANSITION REPORT UNDER SECTION 13 OR 15(d) OF THE SECURITIES ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO . Commission file numbe ...

DMC Global Inc. (NASDAQ:BOOM) Q2 2021 Earnings Conference Call July 22, 2021 5:00 PM ET Company Participants Geoff High - Vice President of Investor Relations Kevin Longe - President, Chief Executive Officer Mike Kuta - Chief Financial Officer Conference Call Participants Tommy Moll - Stephens Taylor Zurcher - Tudor, Pickering, Holt & Co. Stephen Gengaro - Stifel Matthew Galinko - Sidoti & Company Operator Good afternoon, ladies and gentlemen and welcome to the DMC Global Second Quarter Earnings Call. At th ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 Title of each class Trading Symbol Name of exchange on which registered Common Stock, $0.05 Par Value BOOM The Nasdaq Global Select Market Form 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES AND EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2021 OR ☐ TRANSITION REPORT UNDER SECTION 13 OR 15(d) OF THE SECURITIES ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO . Commission file number 001 ...

DMC Global Inc. (NASDAQ:BOOM) Q1 2021 Results Earnings Conference Call April 22, 2021 5:00 PM ET Company Participants Geoff High - Vice President of Investor Relations Kevin Longe - President, Chief Executive Officer Mike Kuta - Chief Financial Officer Conference Call Participants Tommy Moll - Stephens Taylor Zurcher - Tudor, Pickering, Holt & Co. Stephen Gengaro - Stifel Gerry Sweeney - ROTH Capital Partners Matthew Galinko - Sidoti & Company Operator Good afternoon, ladies and gentlemen and welcome to the ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 Title of each class Trading Symbol Name of exchange on which registered Common Stock, $0.05 Par Value BOOM The Nasdaq Global Select Market (Mark One) Form 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES AND EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2021 OR ☐ TRANSITION REPORT UNDER SECTION 13 OR 15(d) OF THE SECURITIES ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO . Commission file number 00 ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 Title of each class Trading Symbol Name of each exchange on which registered Common Stock, $.05 Par Value BOOM The Nasdaq Global Select Market Form 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES AND EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2020 ☐ TRANSITION REPORT UNDER SECTION 13 OR 15(d) OF THE SECURITIES ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO Commission file number 001-1477 ...

DMC Global Inc. (NASDAQ:BOOM) Q3 2020 Earnings Conference Call October 22, 2020 5:00 PM ET Company Participants Geoff High - Vice President of Investor Relations Kevin Longe - President & Chief Executive Officer Mike Kuta - Chief Financial Officer Conference Call Participants Tommy Moll - Stephens Taylor Zurcher - Tudor, Pickering & Holt Stephen Gengaro - Stifel Gerry Sweeney - ROTH Capital Matthew Galinko - Sidoti Jim Brilliant - Century Operator Good day, ladies and gentlemen, and welcome to your DMC Glob ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 Title of each class Trading Symbol Name of exchange on which registered Common Stock, $0.05 Par Value BOOM The Nasdaq Global Select Market (Mark One) Form 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES AND EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2020 OR ☐ TRANSITION REPORT UNDER SECTION 13 OR 15(d) OF THE SECURITIES ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO . Commission file numbe ...

DMC Global Inc. (NASDAQ:BOOM) Q2 2020 Earnings Conference Call July 23, 2020 5:00 PM ET Company Participants Geoff High – Vice President-Investor Relations Kevin Longe – President and Chief Executive Officer Mike Kuta – Chief Financial Officer Conference Call Participants Tommy Moll – Stephens Stephen Gengaro – Stifel Taylor Zurcher – Tudor, Pickering & Holt Operator Good day, ladies and gentlemen, and welcome to the DMC Global Second Quarter 2020 Earnings Conference Call. All lines have been placed on a li ...