This Med-tech company’s turnaround is driven by operational restructuring, a focus on higher-margin U.S. markets, and a patient-first approach under its new CEO; The company has reported two consecutive quarters of profitability, with strong revenue growth and flat operating expenses; We expect a near-term upside of at least 100%; Key catalysts include continued sales and EPS growth, as well as the divestiture of part of the business.
As the data center industry undergoes transformation, there will be numerous opportunities to discover stocks poised to benefit from the resulting growth trends and emerging demands. Rack integration is just one of the pieces to the puzzle.
So, when I identify a winning theme, I attempt to see if I can find other stocks that will also benefit.
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.
GLP-1 is the hottest NEW weight loss treatment and was brought to market by Eli Lilly and Company (NYSE:LLY) in January of this year, propelling its stock to rise 35% this year.
The company we are talking about has over $100 million in trailing 12 month revenues, and the CEO is insinuating that its upcoming new weight loss GLP-1 product launch “will be a “game changer.”
Just yesterday, we got notice that Bobby Kraft made his Top Tier Tracks from the 2024 Vegas Planet Microcap Showcase available on his channel. Prior to the replays being published, Bobby got a chance to sit down with Maj Soueidan and Mathieu Martin, who both regularly appear on his channel to discuss the current state of the microcap market in the U.S. and Canada.
Maj and Mathieu shared their initial impressions and overall positive feedback about the event’s organization and quality of companies, and focused on some key interactions of and observations with company management.
During our May 9, 2023 Open Forum, we discussed a microcap insurance company that was just announced as our idea of the month. While we normally do not love insurance companies, valuation, management commentary and market expansion potential are worth exploring with our newest idea of the month.
Here’s what we have so far: The company is profitable, Shares trade below tangible book of $3.77, TTM P/E of 6.8x, Q1 Run-rate P/E is 5x, Similar players have been acquired for over 3x the tangible book, Large cash infusion from asset sale will increase the number of policies that can be written, Under-penetrated market presence.
We’d like to reiterate three high-conviction multibagger opportunities from our model portfolios, each with distinct potential for significant returns.
Friday after close $MUEL announced its 2023 financial results, where it reported earnings per share of $4.32 for the fourth quarter and $15.75 per share for the year.
Most importantly, the company published a separate press release that we believe is their attempt at sending a message to the market that they are not a value trap anymore.
They announced they are willing to buy $15 million worth of stock from any shareholder who may want to sell (otherwise known as a tender offer) at $80.00. This price is 15% above the current market price. Furthermore, the amount of shares that could be bought with $15 million represents about 20% of the company’s outstanding shares.