reports
- Nicholas Cortellucci
- CFA
IEHC: Duopoly Leader Riding the U.S. Missile Inventory Buildout
What you need to know: • IEHC designs and manufactures highly critical components for the defense and aerospace industry, mainly hyperboloid connectors. The market operates as a duopoly between Molex (prev. Smiths) and IEHC. • Based on the massive buildout happening in missiles and missile defense, amongst other secular trends in the industry, IEHC has seen its backlog double over the LTM and grow 50% since January. • IEHC has seen margin compression from the increased gold price, but has been i...
- Nicholas Cortellucci
- CFA
Starting 5: Defense Virtual Conference - Research Package
We are teaming up with MS Microcaps & GeoInvesting to publish Company Spotlight reports on the companies presenting at our virtual defense conference on October 27-29. The reports aim to serve as an introduction to each company and provide a basic investment thesis. Companies Mentioned: Aluula Composites Inc. (AUUA:TSXV) BluMetric Environmental Inc. (BLM:TSXV) B.O.S Better Online Solutions (BOSC:NASDAQ) Firan Technology Group (FTG:TSX) IEH Corporation (IEH:OTCPK) Intermap Technologies Corporat...
- Nicholas Cortellucci
- CFA
MS Microcaps Conference: Company Spotlights & Key Takeaways
We recently teamed up with MS Microcaps to publish Company Spotlight reports on the companies presenting at its conference earlier this month. The reports aim to serve as an introduction to each company and provide a basic investment thesis. For access to full versions of all interviews please visit either mscliffnotes.substack.com or geoinvesting.com/free-trial/. Companies Mentioned: Marpai Inc. (MRAI:OTC) HireQuest Inc. (HQI:NASDAQ) QHSLab Inc. (USAQ:OTC) ACCESS Newswire Inc. (ACCS:NYSE) B...
BRM. BIOREM INC.
FTG FIRAN TECHNOLOGY GROUP CORP.
INX INTOUCH INSIGHT LTD
BLM BLUEMETRIC ENVIRONMENTAL INC
DAIO DATA I/O CORP.
IEHC IEH CORP.
CCEL CRYO-CELL INTERNATIONAL
ISDR ISSUER DIRECT CORP.
TSSI TSS INC
FPAY FLEXSHOPPER
DPDW DEEP DOWN
HQI HIREQUEST INC.
FSI FLEXIBLE SOLUTIONS INTL INC
MRAI MARPAI INC
MIND MIND GYM LIMITED
BOF BRANCHOUT FOOD INC.
USAQ QHSLAB
QUIK INC.
QUICKLOGIC CORP
- Jonathan Moreland
OPK OPKO HEALTH INC.
LTS LADENBURG THALMANN FINANCIAL SERVICES INC.
FLXN FLEXION THERAPEUTICS INC.
DISH DISH NETWORK CORPORATION CLASS A
LUMN LUMEN TECHNOLOGIES INC.
BUSE FIRST BUSEY CORPORATION
AXSM AXSOME THERAPEUTICS
ADC AGREE REALTY CORPORATION
HIL HILL INTERNATIONAL
TPL TEXAS PACIFIC LAND CORPORATION
CNBKA CENTURY BANCORP INC. CL A
TDW TIDEWATER INC
RMBL RUMBLEON INC
IEHC IEH CORP.
REZI RESIDEO TECHNOLOGIES
WAB INC.
SLGG WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP
BSGM SUPER LEAGUE GAMING
BIOSIG TECHNOLOGIES INC.
- Jonathan Moreland
RNET RIGNET
RIGL RIGEL PHARMACEUTICALS INC.
RAVN RAVEN INDUSTRIES INC.
PTLA PORTOLA PHARMACEUTICALS INC.
PRGX PRGX GLOBAL
OPK OPKO HEALTH INC.
M MACY'S INC
A2N6GQ LEGACY RESERVES
GTT GTT COMMUNICATIONS INC.
FMNB FARMERS NATIONAL BANC CORP.
ERIE ERIE INDEMNITY COMPANY CLASS A
EBSB MERIDIAN BANCORP INC
DDS DILLARD'S INC. CLASS A
D DOMINION ENERGY INC
CREE CREE INC.
CCK CROWN HOLDINGS INC.
CALX CALIX NETWORKS
ARCC ARES CAPITAL CORPORATION
APLE APPLE HOSPITALITY REIT INC
ANCX ACCESS NATIONAL CORP.
AMRS AMYRIS
ABCB AMERIS BANCORP
HPR HIGH PEAK ROYALTIES
CSV CARRIAGE SERVICES INC.
ENPH ENPHASE ENERGY INC.
SLCT SELECT BANCORP
TRT TRIO TECH INTERNATIONAL
INFU INFUSYSTEMS HOLDINGS INC.
KINS KINGSTONE COS. INC.
OVLY OAK VALLEY BANCORP
RRD R.R. DONNELLEY & SONS COMPANY
TSRI TSR
HBMD HOWARD BANCORP INC
OBLN OBALON THERAPEUTICS
NOVN NOVAN INC
RIBT RICEBRAN TECHNOLOGIES
XM91 SMTC CORP.
PURE PURE BIOSCIENCE
ACER ACER THERAPEUTICS
SGBX SG BLOCKS
WRK WESTROCK COMPANY
RCUS ARCUS BIOSCIENCES
SIGA SIGA TECHNOLOGIES INC.
AMRQQ ALTA MESA RESOURCES INC. CLASS A
KDP KEURIG DR PEPPER INC.
IEHC IEH CORP.
CCT CORPORATE CAP SHS
MGY MAGNOLIA OIL & GAS CORP. CLASS A
QRTEA LIBERTY INTERACTIVE CORPORATION
- Jonathan Moreland
VECO VEECO INSTRUMENTS INC.
RUN SUNRUN INC.
RNET RIGNET
PTLA PORTOLA PHARMACEUTICALS INC.
PRGX PRGX GLOBAL
OPK OPKO HEALTH INC.
OCUL OCULAR THERAPEUTIX
MIC MACQUARIE INFRASTRUCTURE CORPORATION
MDT MEDTRONIC PLC
A2N6GQ LEGACY RESERVES
GFN GENERAL FINANCE CORP.
FIT FITBIT INC. CLASS A
ERIE ERIE INDEMNITY COMPANY CLASS A
EARN ELLINGTON RESIDENTIAL MORTGAGE REIT
CREE CREE INC.
CEVA CEVA INC.
CCK CROWN HOLDINGS INC.
CALX CALIX NETWORKS
VPA1 AVEO PHARMACEUTICALS INC.
APLE APPLE HOSPITALITY REIT INC
AMRS AMYRIS
AMG AFFILIATED MANAGERS GROUP INC.
AGFS AGROFRESH SOLUTIONS
HPR HIGH PEAK ROYALTIES
SHLD SEARS HOLDINGS CORPORATION
FDP FRESH DEL MONTE PRODUCE INC.
HRTG HERITAGE INSURANCE HOLDINGS INC.
CERC CERECOR INC
CSV CARRIAGE SERVICES INC.
ENPH ENPHASE ENERGY INC.
SHSP SHARPSPRING
KINS KINGSTONE COS. INC.
OVLY OAK VALLEY BANCORP
TSRI TSR
HBMD HOWARD BANCORP INC
PNK PINNACLE ENTERTAINMENT INC
NOVN NOVAN INC
LLEXQ LILIS ENERGY
RIBT RICEBRAN TECHNOLOGIES
ANDX ANDEAVOR LOGISTICS LP
PURE PURE BIOSCIENCE
SGBX SG BLOCKS
ODT ODONATE THERAPEUTICS INC
WRK WESTROCK COMPANY
COLD AMERICOLD REALTY TRUST
RCUS ARCUS BIOSCIENCES
SIGA SIGA TECHNOLOGIES INC.
MMAC MMA CAPITAL MANAGEMENT
NICK LLC
STKS NICHOLAS FINANCIAL INC.
KDP THE ONE GROUP HOSPITALITY INC.
IEHC KEURIG DR PEPPER INC.
CCT IEH CORP.
CORPORATE CAP SHS
- Jonathan Moreland
RNET RIGNET
PRGX PRGX GLOBAL
OPK OPKO HEALTH INC.
M MACY'S INC
A2N6GQ LEGACY RESERVES
IIN INTRICON
GFN GENERAL FINANCE CORP.
FIT FITBIT INC. CLASS A
CCK CROWN HOLDINGS INC.
CALX CALIX NETWORKS
AGFS AGROFRESH SOLUTIONS
HPR HIGH PEAK ROYALTIES
FDP FRESH DEL MONTE PRODUCE INC.
CERC CERECOR INC
CSV CARRIAGE SERVICES INC.
SNAP SNAP INC. CLASS A
PURE PURE BIOSCIENCE
ODT ODONATE THERAPEUTICS INC
STKS THE ONE GROUP HOSPITALITY INC.
IEHC IEH CORP.
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