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Saturday, November 7, 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 21 clicks

From X

@DOMOCAPITAL 2 clicks

DOMO Capital Management, LLC on X

Fantastic quarter from $ALTO - massive beat. 45Z credits continue to expand. Columbia now at $0.30 / gallon! Looks like a run rate of >$7M a quarter now. Management confirmed they expect exports to Europe to resume in 2027 - a large reason being the depreciation of the Brazilian Real post Brazilian elections... ALTO Adjusted EBITDA was pretty stunning. Despite lower crush margins they essentially matched Q3 2026. They can now produce profitable quarters, quarter after quarter, even if crush margins are low. The company paid off another $6.5M in debt and has now paid off $26.5M YTD on a loan that has a 10% interest rate. Sounds like Pekin will be at either a $0.30 or $0.40 / gallon run-rate in 2027 as they have also been able to partner with farmers to purchase low carbon corn. Some of these additional profits will be shared with the farmer. Sounds like we'll also get an update soon on Pekin CO2 monetization opportunities to get the 45Q utilization credit on currently vented CO2 from the wet mills. Columbia is also having the extra CO2 storage tank installed in Q4. Management has yet to guide the additional millions the Columbia plant will earn in 2027 due to this - would expect an update on the next call. Fantastic earnings, fantastic call... stock should be much higher. Management additionally confirmed that zero shares were sold using the ATM and that it wasn't contemplated at all even when the shares were in the $5-$6 range and certainly not now. This should be of zero concern at these levels.

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Entravision Q3 Update

Entravision’s Q3 ad-tech revenue reached $177.2 million, up 133% year over year, while total revenue rose 88% to $226.3 million and diluted…

EVC $832M
The Value Road 4 clicks

Axon 3Q26 Business Update

Axon cut full-year guidance after delayed federal Dedrone contracts slowed 3Q revenue growth to 28%, while software and services grew 43%.

AXON $31B
Speedwell Memos 2 clicks

AMD Q3 FY26, Annotated

AMD's Q3 revenue rose 45% to $13.4 billion as data center reached $8.5 billion, 64% of sales, driven by EPYC and Instinct ramps.

AMD $660B
Chipstrat 1 click

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

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