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Thanks on KLNG. Aha I used to own DPDW on & off for years. Probably the same lumpy quarters but the earnings PR mentioned continued strong order intake in Q1. Plus they won this multimillion dollar contract in April after Q1 ended-
https://finance.yahoo.com/news/koil-energy-secures-major-contract-172000974.html
I bought a few in the .60's. KLNG earned .05/share in Q1 and they've got some easy comps coming up. If we see any more quarters like Q1 (or maybe even better), the stock could pop up to $1+. But not exactly one to load up on.
Anyone follow KLNG? Excellent Q1 results, but not sure how sustainable-
https://finance.yahoo.com/news/koil-energy-solutions-inc-announces-201000557.html
I take it you're looking for CXDO to deliver some big Q1 numbers tomorrow after the bell? The Q4 bottom line was pretty underwhelming. Stock got whacked as a result. Can't get a sense of what to expect tomorrow. The 4/16/24 PR seems to bode well at least.
New 52-week high today. Stock has been rocking lately. Congrats! Any concerns holding into Q1 earnings next week? TSSI has had some lumpy quarters in the past. Will be an easy comp at least.
I added some IDR as well. After it pulled back from over $9 earlier down to the $8.40's. Like the sound of this CEO quote from today's earnings PR-
Mr. Swallow concluded, "Over the past 10 years our team has built a truly unique business in the resources sector and now have the right assets in the right locations at the right time. We've produced a record Q1 and Q2 is off to a great start. It is gratifying to see the business reach this level of profitability and to be able to reinvest a meaningful amount into future growth initiatives. I am as energized as ever over the position and direction of the company, and I get to work alongside a group (including my two sons) whose efforts have a direct and positive impact on the communities where we operate. We are only in the early innings of a game we intend to win."
With gold over $2300/oz, they should be set up for excellent comps all year. Their rare earth element angle also gives this one some pump potential imo
Also from today's PR-
Idaho Strategic Resources (IDR) is an Idaho-based gold producer which also owns the largest rare earth elements land package in the United States. The Company's business plan was established in anticipation of today's volatile geopolitical and macroeconomic environment. IDR finds itself in a unique position as the only publicly traded company with growing gold production and significant blue-sky potential for rare earth elements exploration and development in one Company.
Nice post on IART. It is tempting down here. Today's 20% selloff is overdone imo considering how much the stock had already dropped into the report. Researcher had a great point though...what do you think about the wide disparity between GAAP & non-GAAP earnings? I have no problem when adjusted earnings are a little higher, but such a dramatic difference seems troubling.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174364575
Nice bounce on CSPI after dropping below $12 on Thursday. I had snagged a few for fun. Not sure if I want to hold into earnings Wed morning. Probably meh numbers with a bullish outlook on AZT. Guessing market likes it, but who knows.
Thanks for the FONR alert! Rebounding 6% today to the $17's. Already trimming a few. Wish I'd gotten a lot more in the $15's after your post. That steep selloff from $20+ on no news was strange. Think FONR should report very solid, albeit flattish, fiscal Q3 results next week.
Looks like IDR had over $20M in NOLs as of 12/31/23. So should be good for awhile. They did sound bullish on Q2 & beyond. I'll be accumulating. Up quite a bit today, so hoping it pulls back some.
From the last 10K-
At December 31, 2023, the Company had net operating loss carry forwards of approximately $20,348,000 for both federal and state purposes, $10,670,000 of which expire between 2023 through 2037. The remaining balance of $9,678,000 will never expire but its utilization is limited to 80% of taxable income in any future year.
Added some OPXS on this nice contract today. Backlog over $47M!
https://finance.yahoo.com/news/optex-systems-announces-3-8-110000521.html
OPXS also announced this smaller contract last week-
https://finance.yahoo.com/news/optex-systems-announces-1-5-124200998.html
Stock isn't as cheap as it used to be. But I think there's still upside from the low $7's. OPXS should post a favorable fiscal Q2 comp next week. And then possibly some monster quarters after that.
Anyone follow IDR? Terrific Q1 numbers this morning. I don't know much about mining stocks, but this one seems undervalued. Picked up a starter position.
https://finance.yahoo.com/news/idaho-strategic-reports-first-quarter-103000145.html
Another nice recovery on SMCI. Down near $700 on Wednesday. Up over $800 today. Congrats to those who bought. I was tempted, but never pulled the trigger.
Anyone follow OSPN? Terrific Q1 numbers caught my eye. Seems to be unusually strong though. CC talked about how some revenue got delayed into the quarter...and pulled forward from future quarters. Think $5M in total. I like the cost cutting at least. Guidance for the rest of the year suggests more tepid results going forward. But the stock has a low in the $11's today, high in the $14's. So might be worth trading.
https://finance.yahoo.com/news/onespan-reports-first-quarter-2024-200100407.html
Wow futures are soaring! I didn't quite understand what was it about the jobs report that was so incredibly bullish?
Nice alert on DTRK! Bought a tiny amount for fun. Stock is super cheap (even after today's 500% move ha). But the liquidity could quickly dry up after today's explosion. They don't release PRs on the newswires. And we may not see another financial statement from them for another year. Kinda weird too...when you go to their website, you get directed to their Fountayn subsidiary. Does Datatrack not have a website? Pretty shocking for a software company. Doesn't exactly scream cutting-edge technology.
https://www.fountayn.com/about
GENC is cheaper than most infrastructure stocks imo. But yeah, it's moved up some...so I'm taking profits too. They should report their seasonally strong fiscal Q2 numbers next week. Should be another great quarter, based on the large backlog increase last quarter. Won't be the easiest comp tho. I think the stock gets a bump higher, but I def liked GENC more in the $15's
CSPI looks interesting around $12 after the sharp pullback. Earnings in less than 2 weeks. Easier comp at least. Supposed to see 1st revenues from AZT. I'll prob pick up a few shares heading into the report. Unfortunately the stock is still overvalued based on the puny fundamentals. But if they offer an exciting outlook for AZT, the stock could def shoot higher.
GPN down 9% today. What was it about this morning's Q1 report that the market didn't like?
https://finance.yahoo.com/news/global-payments-reports-first-quarter-105500080.html
Tempted to join ya on SMCI. Was in the mid $900's in AH yest. Seems like only a matter of time before it shoots higher again...
Buying back some BURCA in the mid $12's. Boring stock with an excellent 7.3% dividend yield. Seems like an attractive place to park some cash in this wobbly market.
And I thought their Q1 report last week was very solid. Flat earnings. But the year ago Q1 was unusually strong. So quite a feat to match that. I was expecting a sharp decline in Q1 earnings.
https://finance.yahoo.com/news/burnham-holdings-inc-reports-first-153000295.html
Glad you made some money on the MIND preferreds. Funny I skimmed the CC transcript this morning. They actually said they wouldn't be answering any questions on the call about the preferred situation. Think I also heard that $5M in revenue was delayed from Q3 into Q4. Backlog still very strong, but sounds like some lumpy quarters coming up. I'm staying away with the preferred mess. But she's got a low float so who knows.
Nice AH pop on SMCI. Or at least it was. Now down 6% after being up over 10%. This one sure is volatile!
Anyone lucky enough to hold MIND into earnings? Stock has jumped from $4 to $6+ this week. Q4 numbers look fantastic. BUT the situation with the Preferreds is a mess. Common shareholders will probably get massively diluted at some point. But the stock is getting a nice pop today! I'll check out the CC transcript later...should be interesting.
https://finance.yahoo.com/news/mind-technology-inc-reports-fiscal-201500309.html
Yup FONR looks cheap with their earnings & balance sheet. But the stock has been on an ugly slide from the $22 area over the past month...wonder what's up?
ESP rebounding back towards $25 after slipping below $21 recently. Surprised nobody joined me on buying the pullback.
Trimming a few into today's strength. Think it pops higher on what should be a favorable fiscal Q3 comp in a couple weeks. But woulda been happy with $25 after the earnings report. So why risk holding into a potential disappointment...especially with the stock up sharply from the mid teens several months ago.
Trading SMCI the past couple days? But not when it dropped below $700 last week?? That was one heck of a buying opportunity. Always easy in hindsight. Good luck to those holding into earnings!
I'm surprised you haven't looked at IMMR before, in all your years of trading. Or run into the Singers.
IMMR licenses their haptic technology to various companies. And when they don't license it, IMMR takes them to court ha.
IMMR has an awesome balance sheet and the stock is cheap. I still think the stock is worth some kind of scalp into the Q1 report in a couple weeks. As they should recognize the $17.5M they recently won from Meta. Going to give a big 1-time boost to Q1 earnings.
As for the Singers, I watched them run EVOL into the ground. Think they were in charge of SEAC when that one collapsed. Sure there were others. I thought they were doing ok with IMMR. Started buying back stock, paying a dividend, etc. But then there's this funky filing from 4/16/24 that RNsidersbuying mentioned-
https://www.sec.gov/ix?doc=/Archives/edgar/data/1058811/000121390024033529/immr-20240416.htm
What are they thinking here?? Getting involved with nearly bankrupt BNED? Seems like a great way to throw some money away imo
Heck of a recovery on SMCI last week. Think from Monday's low to Friday's high...the stock was up 28%! Good luck to those holding into earnings tomorrow. I'd be taking profits after the big rebound last week. Especially after they didn't preannounce the quarterly numbers like usual (which is what sent the stock tumbling in the first place). So very unlikely to crush estimates. Outlook should continue to be strong with the AI bubble in full swing. Stock could go either way after earnings, sure to be a volatile trader. I'll be watching from the sidelines.
Sweet alert on TPC last week! Congrats on the gain.
PPIH also getting a nice earnings pop over $8. Was tempted to grab some when it opened at $7.30. Should have dang.
https://finance.yahoo.com/news/perma-pipe-international-holdings-inc-132600593.html
Another small insider buy on FEIM. Same director. A few more shares, and a few days later. Bodes well for fiscal Q4. Maybe not a blowout quarter, but I think the chances of another big miss like they had in Q3 are very minimal.
https://www.sec.gov/Archives/edgar/data/39020/000118518524000429/xslF345X05/ownership.xml
AAOI is about to report Q1 results on 5/9. They're on a normal fiscal year. So you're not looking for earnings of .90 for the next 4 quarters? But the 4 quarters after that? Didn't seem to be what you were saying in your post. Hope it works out, but I wouldn't put much faith in a supposed earnings surge in 2025.
How do you figure AAOI is going to earn .90 over the next year? Analysts are expecting a loss of (.09) for 2024. And then earnings of .87 for 2025. So I guess you're talking about 2025?
Ooh thanks on IMMR. Hadn't seen that. And don't like it one bit. Looks like another Singer fiasco. Still think IMMR could pop on the big EPS next month, but won't buy too many now.
Rebought a few IMMR ahead of the Q1 report next month. Should be a solid comp. Plus they'll recognize that $17.5M from Meta. Which will give them a huge headline earnings number. One-timer sure, but I think it'll cause some kind of spike. I'll be accumulating.
Wonder if they've been bullish on DRCT since the $30's? Many posters on this board thought there was something scammy about this one.
Just like iHub, a Seeking Alpha subscription is well worth it. Think SA runs about $260/year. But it's tax deductible if you're a full-time trader. And one decent trade idea...and it'll more than pay for itself.
Thanks nice rebound on SMCI today. Wish I'd bought a lot more now. But even with the slide last week, the stock was still up huge from a few months ago...so not the easiest one to buy.
Already flipped my shares. Too soon of course. This one could be pushing $1000 again in a couple weeks. Or back down in the $600's (or worse). Too volatile for me...felt myself watching it all day...and getting little else done ha
Snagged a few more FEIM in the $9.50's. Liked this Form 4 filing today. Not many shares, but a Director buying with about 2 weeks left in the quarter seems to bode well for fiscal Q4 results-
https://www.sec.gov/Archives/edgar/data/39020/000118518524000419/xslF345X05/ownership.xml
I'm quickly underwater on SMCI. Will add some more in the $600's next week. Today's 23% drubbing still seems overdone to me. So they're only going to report blockbuster numbers...not great exceed those blockbuster numbers? SMCI was trading over $1,000 on Wednesday morning so I like the bounce potential.
Tempted to join you on IART below $28. Seems like LOTS of bad news is getting priced in here...