Hurricane Irma has us eyeing up two infrastructure stocks that generate a meaningful amount of revenue from the Florida construction and power grid markets (the bull case). On the flip side, if Irma through some blessing avoids land fall, we […]
Summary We believe the value of a recently closed joint venture with Terex and a material acquisition that is expected to soon close are not factored into the value of MNTX. Organic growth and acquisitions in the last three years […]
Call to Action: Lakeland Industries(LAKE) – Locked in some gains. Locked in some gains in LAKE ($10.03) – In our 9/15/2014 call to action we stated we were taking a speculative position in LAKE when the stock was trading at […]
Member Alert: Stay tuned for our next bullish micro cap play to be released later this morning. Call to Action: Omagine (OMAG) – Will look to possibly establish short position. Looking to possibly short OMAG ($2.40) – Real Estate development […]
Call to Action, Long: Xpel Technlogies (XPLT) – We will look to add to our position. Adding to our long position in XPLT ($3.00) established on 1/18/2013 at $0.29 and coding as GeoBargain. Our due diligence indicates XPLT is about to […]
Summary: 344 days of time-lapse surveillance of CGA’s high-margin Jinong fertilizer factory, contributing 75% of CGA’s gross profit, shows it only shipped around 10% of the volume CGA reports it sold. 51 days of time-lapse surveillance of CGA’s low-margin Gufeng […]
Call(s) to Action: ISNS ISNS ($6.40) – Covered our short position; stock has dropped roughly 30% since we alerted members of short thesis article. Moving on to other opportunities. Here are the other stories that the GeoTeam is following today… […]
Jinkosolar Holdings (NYSE:JKS) – a global leader in the PV industry, today announced: that its 100MW solar PV power plant in Xiangshui, Jiangsu Province was connected to the grid. The company has so far successfully connected to the grid for […]