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Friday, November 13, 2026

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@DOMOCAPITAL

DOMO Capital Management, LLC on X

$PESI results showing great stabilization with the key line being: "Results were held back by customer-directed changes in treatment protocols on a Hanford-related waste stream, which required performance testing and final approvals that were not provided until late August. Processing did not reach full operations until September, pushing revenue out of the quarter." Despite this - EBITDA improved from -$6M in Q2 to -$3M in Q3. Most importantly - backlogs rose 25% quarter over quarter and Services gross margin nearly doubled. I would expect management to provide color on the call that Q4 could potentially be break-even which I think will be a seminal moment for the company (and the shares). With the Hanford progress (and with the elections being over), the odds of grouting at East beginning sooner vs later have skyrocketed. I think it's likely just up from here in regards to the share price. Wouldn't be surprised to see this back over $20 soon. It's a long-term hold for DOMO Capital as this should be a $100+ stock once Hanford fully ramps.

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