We transcribed and analyzed this morning’s Moberg Pharma (MOB.ST) conference call negative update on the MOB-015 nail fungus trial results that sent the stock, as well as Canadian licensing partner (for nail fungus product) and GeoInvesting-covered stock, Cipher Pharmaceuticals (OTC:CPHRF) […]
There’s a turnaround story unfolding at a power solutions-focused company entering the data center market segment that could help the company reignite growth and reach profitability The company has not inflected to profitability yet, but we are waiting to see if the things management is doing will allow the company to reach break-even results, anytime soon.
Last week, we were very fortunate that the company’s CEO decided to join us for a deep dive into his company’s multiple growth objectives and the pace of the company’s turnaround.
We’ve been on the trail of data center-themed stocks, especially after one of our Top 5 Faves, $TSSI, showboated its way from $0.27 at the beginning of the year to a recent high of $5.67, or over 1,900%.
This multibagger move was helped along by a series of circumstances that all fed into the stock’s momentum, from an obvious data center branding strategy showcasing itself as a major contender in the data center services space (with DELL as its largest customer), to a better than expected Q2 earnings report, to last week’s Hindenburg Research short report on $SMCI.
Earlier this week on Tuesday, Hindenburg Research, currently the most prominent short-seller, released a scathing report on $SMCI. The report alleged various forms of misconduct, including allegations of fraud, accounting irregularities, and related party issues. But what caught our attention most was Hindenburg’s coverage of SMCI’s quality control concerns, citing
After interviewing the CEO, we learned that the company’s data center product is an enclosure designed to protect power systems. This caught our attention because power is one of the biggest growth areas in the data center market. The global data center power market is expected to grow from approximately $22.46 billion in 2023 to $41.3 billion by 2029, with a compound annual growth rate (CAGR) of 10.6% during this period.
The following is a developing story we alerted our premium members to on 8/23/2024 when the target stock in this update was trading at around $4 per share.
Just when I thought I would swear off investing in any U.S. listed China based stock (due to the painful years-long Origin Agritech Limited (NASDAQ:SEED) journey), along comes another one.
Before you say anything, DON’T SHOOT THE MESSENGER.
This company, trading on the NASDAQ, is a Chinese software company with a focus on AI technology, particularly a conversational AI platform. The company has licensed its technology to major telecom firms in China, sports annual revenue of about $59 million and is backed by Chinese conglomerate, Alibaba.
While the target company is losing money and has a debt burden, fortunes could be dramatically changing soon.
This past week, we were able to pass along replays of the interviews I had with the management teams of three companies – $LAKE (replay), $CREX (replay) and $BKTI (replay) – that I agreed to go on record with at Semco Capital’s 4th Annual CEO Networking Event to help give them a platform to answer questions about their businesses. It certainly was a change of pace from the usual Zoom-style meetings that we hold with company execs, so there was an added level of anticipation and excitement at the prospect of in-person meetings with both the executives and peers alike.
Thomas Birnie, a part-time investor and GeoInvesting contributor, presented a case study on $NFLX as a multi-bagger investment opportunity, focusing on the period around 2011-2012. During this time, Netflix’s stock experienced a significant decline, losing about 75% of its market value. Birnie emphasized that this was partly due to the company splitting its DVD rental service from its streaming service, leading to margin compression and a drop in investor confidence.