Maj Soueidan on X
NSYS trades near book on data-center, defense and medical-device growth, while USIO is a payment-processing turnaround backed by several investors.
X
Maj Soueidan
Everything we have picked from this writer, newest first.
Maj Soueidan on X
Senstar’s Q2 call should clarify whether its new LiDAR business can offset weak, lumpy perimeter-security revenue and whether management will continue disclosing LiDAR results.
Maj Soueidan on X
@sidecarcap @GeoInvesting I should’ve also added $RWWI to this list
Maj Soueidan on X
@sidecarcap Here’s a few non promotional microcaps we’ve covered at @GeoInvesting throughout the years: $SCIA $MOJO $SIF $ESP $PXHI $KEQU $MUEL $TBTC $RAVE $CRAWA(acquired last year).
Maj Soueidan on X
$TENX needs a symbol change... Went the wrong way.... $13 to $1 in one day on weak phase 3 data. Respect to biotech investors who take on this type of risk to try and nab the "next one." Truly an expert's playing field. https://t.co/9DVIpuSWuZ
Maj Soueidan on X
Chartwell buys properties from companies that overpaid and kept rents low, then raises rents after acquiring them below market prices.
Maj Soueidan on X
Monster Beverage, then Hansen Natural, was sold after a quick 2x during its early energy-drink launch despite its later success.
Maj Soueidan on X
$SIF has returned to the watchlist after years on a do-not-buy list; $OML.V’s long-standing gross-margin expansion target remains unproven.
Maj Soueidan on X
RTX’s $22.9 billion, seven-year Tomahawk contract requires supplier investment; SIF lists Raytheon as a customer and supplies military-aerospace forgings for missile and ordnance applications.
Maj Soueidan on X
Leatt’s non-promotional execution and substantial operating leverage stand out after a competitor’s bankruptcy.
Maj Soueidan on X
Lots of information arbitrage homework to do this weekend… $LEAT is probably my favorite set up right now from the latest batch of Delta Sheets.. Also closely watching $PRPO sales/scale expansion strategy. https://t.co/jsup7PKOb7
Maj Soueidan on X
Looks like $KLNG is winning the subsea battle vs. $MIND. https://t.co/WCc2il0NhZ
Maj Soueidan on X
KLNG shareholders are regretting sales, while SIF panic sellers treated weak GAAP EPS as its underlying earnings power.
Maj Soueidan on X
BOSC is considering acquisitions up to $20 million, financed with 50% bank debt, $5 million of cash and roughly 1 million new shares.
Maj Soueidan on X
Can finally believe that $BOSC will make an acquisition? https://t.co/iMwgVmJvux
Maj Soueidan on X
I used to like $EML, but it was never able to sustain the momentum it was gaining prior to COVID, partly due to its exposure to the cyclical trucking market. It's recent acquisitions in the aerospace could make it interesting again. https://t.co/u7uvBGERlA
Maj Soueidan on X
Mistras Group ($MG) could gain from growth initiatives and lower leverage, supporting an upside surprise beyond its reasonable valuation.
Maj Soueidan on X
. @ChickenReaper did it again with $BDCO. He’s dialed in on this one. Great job with all the information arbitrage you found. https://t.co/n6fIYSh688
Maj Soueidan on X
@InfoArbMonitor @BlackScholesMan @Mike10947310 @Diego_La_Torre_ @SimeonResearch_ @NickCortellucci I’ll kick this off… I think you all know mine … $SIF :) The Big misinterpretation👉 the non-cash LIFO charge, masking the record quarter the company reported.
Maj Soueidan on X
Fuel Tech is negotiating supply-chain guarantees with a data-center customer as its new CEO considers expense cuts and acquisitions using its $30 million cash balance.
Maj Soueidan on X
AI capital-spending skepticism contrasts with multiyear visibility at Sterling Infrastructure, Tutor Perini and CECO Environmental, including CECO’s backlog outlook through 2030.
Maj Soueidan on X
SURG surged from 25 cents to 43 cents premarket before closing at 28 cents, a risky penny-stock short setup driven by a press release.
Maj Soueidan on X
This is what dilution looks like, courtesy of $DVLT - from 5.6 million shares to almost one billion shares in around two years. Spectacular!! https://t.co/UyfWHQVfFm
Maj Soueidan on X
AMNF’s stable share count is presented as evidence that management treats shareholder dilution seriously, a key consideration in evaluating microcap governance.
