Welcome to The GeoWire , your Source for a Peek into GeoInvesting’s Research Coverage, Microcap Stock Education, Case Studies, Recommended Reading From Around the Web, Important Tweets of the Week, Premium Weekly Wrap Ups, Featured Videos, and More. Please hit the heart button if you like today’s newsletter and reply with any feedback.
On August 4, 2022, we held this month’s Live Member Open Forum event reviewing the prior month at GeoInvesting and things that are on the docket going forward.
At the last moment we were able to usher in a special guest company, Hudson Technologies, Inc. (NASDAQ:HDSN). HDSN is a refrigerant services company that provides solutions to recurring problems within the refrigeration industry, primarily in the United States.
The company’s CEO, Brian Coleman, elaborates on the company’s growth, gross margins targets and expectations in the Hydrofluorocarbon (HFC) reclamation industry (in which the company plays a significant role), industry consolidation, HDSN’s advantages on the regulatory front and what the business initiatives that the company’s financial guidance does not account for.
A key point stressed by Brian with respect to the company’s financial guidance was that it did not bake in assumptions from certain business initiatives the company is embarking on.
We were also able to get some great perspectives on the overall purpose of HFC reclamation from a “making the environment clean” standpoint. The stock is up 5.6% since the company’s first FireSide Chat appearance on GeoInvesting.
To view the entire discussion, as well as the topics we usually address, like calls to action, (of which there were a few in July), some notable news and earnings, and upcoming events (Firesides, MMBs and the Semco Capital CEO event in Chicago this month), go here.
Hi, part of this post is for paying subscribers
Already a paying member? Log in and come back to this page.
Our premium members also…
Get Access all Model Portfolios
Receive GeoInvesting Premium Alerts
Access to all stock pitches and Research Reports
Attend live interviews and fireside chats
Interact with the GeoTeam in Monthly Forums
Get in-depth stock research on 1000’s of microcap stocks
Thanks for joining thousands of other investors who follow GeoInvesting
Your free subscription includes first access to:
- Monthly publication of “The GeoWire” Newsletter sent to you the first Tuesday of every month, covering case studies, stats and fireside chats.
- Weekly emails highlighting the past week’s coverage at GeoInvesting sent 3x a month.
Get more out of GeoInvesting by trying us our premium package for free.
Step 1 – Receive quality research investment Ideas, model portfolios and education
Step 2 – Interact with us about our favorite ideas and the research that supports it; gain insight through all tools geo offers
Step 3 – Decide to build portfolios based on our research and Model Portfolios and updates including convictions, additions and removals of holdings.