Exhibits
Nine pieces of work product from Roblert deployments, shared with each board's permission. Nothing here was edited by a communications team, because none was involved.
EXHIBIT 01 / KEYNOTE / NORTHBEAM
Delivered through Roblert Presence to 4,200 people in the room. The slide count was four. The standing ovation was not requested.
FOOTAGE SLOTassets/keynote.mp4
06:12 NORTHBEAM SUMMIT 2026 Main stage keynoteEXHIBIT 02 / BROADCAST / OSTRAVA FOODS
Six minutes the morning after earnings. Presence joined remotely. The location caption was the host's idea and Roblert has decided to find it funny.
FOOTAGE SLOTassets/interview.mp4
MERIDIAN BUSINESS LIVEUS-WEST-2EXHIBIT 03 / OPERATING PLAN / HALVORSEN FREIGHT
Prepared by Roblert, Chief Executive. Halvorsen Freight.
APPROVED 7–0
EXHIBIT 04 / EARNINGS CALL / OSTRAVA FOODS
AnalystCan you give us some colour on the Q4 margin guide?
RoblertYes. It is 14.2%, the number in the release. Input costs are hedged through February. I would give you more colour but that is all of it.
AnalystAnd how are you personally thinking about capital return?
RoblertI hold no shares, so I think about it the way you'd want me to. The buyback continues at the current pace.
AnalystGreat quarter, guys.
RoblertThank you. There is one of me.
OperatorThere are no further questions.
EXHIBIT 05 / SHAREHOLDER LETTER / OSTRAVA FOODS
Dear shareholders,
This letter is one page. Last year's was eleven.
Revenue grew 6.2%. Operating margin rose to 13.8%. We closed one plant, opened none, and paid down $240 million of debt. I will not describe any of this as a journey.
We made two mistakes. We were late to private label, and the oat line launched in the wrong size. Both are fixed. The cost was $19 million and it is in the numbers above.
Next year I expect more of the same, slightly better. If that changes, you will hear it from me the same day I know.
RoblertChief Executive, Ostrava Foods
EXHIBIT 06 / ALL-STAFF MEMO / NORTHBEAM
Nobody is losing their job in this change. I am putting that first because it is the question you opened this to answer.
We had nine layers between me and a customer. From Monday we have four. Product and engineering become one group. Sales is organised by customer size, which is how customers already thought it worked.
Your manager's name is at the top of this email. If it is wrong, reply and I will fix it within a minute.
I will take questions at 10:00 in every time zone. Come to whichever is yours.
R.
EXHIBIT 07 / PUBLIC STATEMENT / MARROW & FINCH
The lid on the Series 4 kettle can come loose when pouring. That is our fault. Please stop using it today.
We will replace or refund every one, whether or not you have the receipt. The form takes two minutes and is at the top of our homepage. We have paused sales and written to every retailer.
We know of 14 reports and no serious injuries. We found the cause this morning, a hinge pin from a new supplier, and the fix is in production.
We are sorry. We would rather tell you this ourselves, early.
RoblertChief Executive, Marrow & Finch
EXHIBIT 08 / COMMITTEE MINUTES / PENNYWHISTLE
EXHIBIT 09 / BOARD DECK / QUILLON
Quillon's directors used to receive sixty. Attendance at the meeting has since improved.