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Friday, November 6, 2026

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Post Q3 EVC Update

EVC's Q3 update cites $30 million for a single station, a broadcast-business sale and stronger positioning for 2027.

EVC $832M
Nat Stewart - Stock Picking Newsletter 23 clicks

From X

@DOMOCAPITAL 8 clicks

DOMO Capital Management, LLC on X

Fantastic article on $PESI here: https://t.co/7CoHjY2fcZ Extremely undervalued stock and market is putting way too much emphasis on whether or not Washington Ecology approves grouting at 200 East sooner vs later. It's going to happen and the West is already approved. $100+ stock moving forward. This is a $4.4 BILLION dollar project and $PESI has a market cap of just $276M. I expect them to be free cash flow positive by Q4 of this year and then (as you can see in article) the volumes really ramp-up whether grouting is approved or not (and it will be as soon as Ecology can approve without it bolstering Republicans in the mid-terms by giving Trump credit for accelerating a project no other administration cared to accelerate - a huge win for the people of Washington). PESI is the ONLY vendor listed on the official DOE. The facility is only one mile away plus it's a huge benefit to the local unions whose workers get to benefit from a local problem. Governor's of states with competitors have already said there's no way they'd allow the liquid nuclear waste to be transported through their state in order to be treated. There is no competitor for PESI. The market is completely sleeping on this. PESI has line of sight towards potentially $500M of annual, incremental revenue in the coming years with a revenue stream that will last DECADES yet trades at $277M. Not many opportunities like this come along and there is practically zero exposure to any sort of market or economic downturn. This is a court mandated clean-up project that will accelerate no matter what the economy does. Not a recommendation - do your own due diligence - but this is now a significant position for our clients.

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GREAT DEC-TECTIVE WORK

Diversified Energy reported $255.6 million of “true” nine-month free cash flow, while its $1.8 billion Birch acquisition would shift…

DEC $900M
The Oak Bloke 2 clicks

Site Centers (NYSE:SITC)

Site Centers' $3 per-share return-of-capital distribution and December delisting leave a discounted liquidation stub, with two properties…

SITC $192M
Real Assets, Real Value 4 clicks
SILC · long

Silicom LTD

Silicom (SILC) is pitched as inexpensive on its existing hardware business, with upside framed as a cheap call option.

SILC $183M
Value Investors Club 4 clicks

Mammoth Energy: Fly Like An Eagle

Mammoth Energy's aviation unit derives 85% of revenue from engine and APU leases, earning 18% yields while Surf Air's going concern warning…

TUSK $151M
Naples Investor 2 clicks

Verra veerer

Verra Mobility’s Avis termination threatens 2027 earnings, while Government Solutions profit rose 25% and implied fourth-quarter guidance…

VRRM $333M
The Oak Bloke 3 clicks

TSOH Weekly Roundup (10/30/2026)

Markel spent $315 million repurchasing shares in Q3 as Thrive agreed to buy ADT for $7.6 billion and Hasbro cited rising adult toy demand.

BBW $371M
TSOH Investment Research 1 click

OSS Q3 FY12/26 Earnings Analysis

One Stop Systems grew Q3 continuing-operations revenue 36% to $12.6 million, raised FY2026 revenue guidance to $45 million, and used $11.8…

OSS $117M
Cestrian Capital Research 1 click

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