Replies to post #166231 on Value Microcaps Motherboard

[SSKILLZ1]

HWEB (On PESI) maybe I'm not seeing it, but what is so good about that. 8.1 million in ebitda means about .30 in eps. Stock is still trading at roughly 12 times despite the hit it's taken. So I'm glad they targeted profitibility and revenue growth, and it could easily bounce into the 4's on this, but don't see too much more upside then that even if they hit guidence. So glad I got out the day of earnings in the 4.30 range. All is just my opinion, and I could always be wrong though.

[hweb2]

Interesting on PESI. They're reporting Q1 results a week from today. Then they're presenting at an investor conference the following Tuesday:

https://finance.yahoo.com/news/perma-fix-environmental-services-present-123000051.html

We know seasonally weak Q1 won't be good. Should report a small loss (which would still be a nice improvement over the huge loss last year). Hopefully the outlook will be more bullish on the Q1 CC. And I think it will. Why would they bother presenting at an investor conference right after? They didn't present at the B Riley conference last year...this looks to be their first time. They did present at another investor conference last November, right after their blockbuster Q3 report.

We can at least look forward to a seasonally stronger Q2 from PESI, which should make for a very favorable comp. In an 8K last week, it was revealed that management bonuses are targeted to $85M in revenue this year...which would make the remaining quarters of 2015 very strong. The $8,160,000 EBITA target for the year could be better I guess. But should make for solid profits starting in Q2. And maybe they're being conservative...bigger bonus if they exceed the numbers.

Stock has been beat up pretty good. I've been adding more below $3.50. Think it will be back up in the $4's by the Q2 report in August, if not sooner. PESI also has the Tech-99m wildcard. The right news there, and the stock could double in a week. I like the risk/reward here a lot. But I was very high on this one into the Q4 report, and it sure hasn't worked out so far.