Maj Soueidan on X
SURG’s press release headline cites a large income figure while its adjusted result is a loss, raising concerns over microcap accounting presentation.
X
Maj Soueidan
Everything we have picked from this writer, newest first.
Maj Soueidan on X
PKOH has risen 138% this year, drawing attention after CRAWA’s acquisition and a broader logistics valuation rerating.
Maj Soueidan on X
Playing out nicely for $KLNG. Hopefully, we’ll eventually be saying the same on $SIF pullback opportunity. https://t.co/0u7pxLVft4
Maj Soueidan on X
Testing out our new live "beta" earnings call feature at @InfoArbMonitor via $TGEN call. Loving the feature, but I'm biased :).... Looking forward to $KLNG at 10:00 AM https://t.co/ILoEJn3GLW
Maj Soueidan on X
Itron rose from $36 to $55 after a solid Q2, with a valuation premium supported by its growth outlook.
Maj Soueidan on X
NSYS’s path to break-even could make operating leverage drive large EPS swings as six microcaps report earnings.
Maj Soueidan on X
InfoArbMonitor’s Delta Sheets flag ASYS and PAYS as future-value candidates, while NNBR has the strongest momentum after massive dilution.
Maj Soueidan on X
Broadwind’s industrial EBITDA margin is expected to normalize from 19% toward its historical 11% to 15%, while backlog extends to 2028 and profitability depends on industrial growth and gearing-margin expansion.
Maj Soueidan on X
Broadwind sold its wind assets to IES Holdings and is focusing on power-generation equipment and supply chain operations, where EBITDA margins reached 19% despite continued consolidated losses.
Maj Soueidan on X
Microcap earnings calls include MDP.TO's drug momentum, TISI's turnaround and activist campaign, BWEN's turbine pulse, and OPXS's backlog trends.
Maj Soueidan on X
HireQuest, HQI, reported a business recovery that strengthened through Q2 despite a difficult staffing market. MPAA's Chapter 11 asset purchase remains a catalyst.
Maj Soueidan on X
SIFCO Industries reported sales up 18%, a higher backlog and adjusted EPS of 51 cents, while management’s EBITDA includes a one-time gain.
Maj Soueidan on X
SIFCO Industries faces a predicted 35% pullback despite its best quarter, with the bearish case resting on detailed filings rather than headlines.
Maj Soueidan on X
Motorcar Parts of America reported a weak Q1 but reaffirmed guidance, with benefits from a competitor bankruptcy and share repurchases in focus.
Maj Soueidan on X
HireQuest’s buyback and a possible staffing-industry bottoming, plus Motorcar Parts of America’s bankrupt competitor, put both microcap earnings calls in focus.
Maj Soueidan on X
An unnamed executive completed six CEO or COO exits, including CASM, and is described as a turnaround specialist with a weaker board-level record.
Maj Soueidan on X
Tom Patton’s medical-device CEO record is framed as a missed opportunity for KRMD during its board battle.
Maj Soueidan on X
KRMD's CEO departs after building its pharma-partner platform, infusion products and modest profitability; the company is described as a recurring-revenue acquisition candidate.
Maj Soueidan on X
More significant development than most probably assume… $OCC . Great InfoArb by Sergi.. @InfoArbMonitor https://t.co/RF1NLYjcVS
Maj Soueidan on X
This is what strong operating leverage does not look like: $RCAT The only thing red about Redcat is always being in the red.. https://t.co/ro1m8Hpgak
Maj Soueidan on X
A watchlist includes Leatt sports gear, Acorn remote monitoring, Miller towing equipment and Power Solutions generator enclosures for data centers.
Maj Soueidan on X
Highly likely we’ll soon see some insider purchases at $KRMD - given today’s drop on Q2 earnings. https://t.co/q3GM4y5V4P
Maj Soueidan on X
Day 3 has arrived . Investor Round Table, $PDEX presentation and $RFIL industry analysis .. https://t.co/QubJcCYj1m
Maj Soueidan on X
$TPC came through with a nice quarter and 50% dividend increase. Visibility seems to be improving, drastically.. https://t.co/MX5EloaL6I
