Substack

Wolf's Substack

Everything we have picked from this writer, newest first.

Cematrix posted record Q2 revenue of $18.7 million, up 76%, and $3.5 million of net income, while backlog fell 9% from year-end.

Wolf's Substack Jul 31

Biorem reported 66% revenue growth and over 260% profit growth after trading at 11.3 times earnings and 5.9 times EV/EBITDA.

Wolf's Substack Jul 28

AirIQ’s 2025 revenue rose 17% to $6.5 million, but tax reassessments cut net income 50% and lifted its P/E to 144x.

Wolf's Substack Jul 26

Gatekeeper Systems’ revenue rebound is overshadowed by $19.3 million in nine-month operating cash burn, swelling inventory and overdue…

Wolf's Substack Jul 23

PesoRama’s 0.64 current ratio, operating cash burn and 111% annual dilution offset 36% Q1 revenue growth, despite replacing an 18.5% loan…

Wolf's Substack Jul 2

Char Technologies’ Q2 brought $700,000 revenue and a $1.36 million net loss, while weak liquidity, related-party loans and dilution raise…

Wolf's Substack Jun 25

PUDO’s revenue rose 35% to $5.6 million, but losses quadrupled as administrative costs outpaced growth; $242,000 of cash and ongoing burn…

Wolf's Substack Jun 10

ADF Group’s Q1 FY2026 revenue rose 78% to $99.3 million and net income 37%, aided by the LAR acquisition despite steel and aluminum tariff…

Wolf's Substack Jun 9

Glow Lifetech’s Q1 revenue hit a record $643,000, up 35% year over year, while its $9.6 million market cap and fading warrant overhang…

Wolf's Substack May 26

Atlas Engineered Products reported Q1 revenue down 15.5%, gross margin at 3%, and a $1.73 million loss while drawing $2 million on its…

Wolf's Substack May 25