GEO Investing

Summary We believe Stellar Biotechnologies’ (SBOTF) share price to be a product of a well timed promotional campaign. SBOTF’s share count has risen 88.2% in three short years and the September 2013 PIPE was done at a fully diluted share […]

Summary Image Sensing Systems’ (ISNS) meteoric rise on the heels of DGLY is totally unwarranted. INSY does not sell ANY body-worn cameras, a fact we confirmed after contacting its personnel. Managers of a special situation fund that disclosed ownership of […]

Summary We offer a rebuttal to all four of XXII’s counterarguments to our piece published Wednesday (yesterday) morning. Rather than worry about the nuanced arguments XXII made in its rebuttal, we believe investors should be more interested in what XXII […]

Call(s) to Action: WSTI ($0.73) – Yesterday we covered our short position, locking in gains to take advantage of other opportunities.  Will continue to watch closely and may look to re-enter a short position. EXETF ($6.76) – In its Q2 […]

Call(s) to Action: MAG ($25.00) –  Reported strong Q2 2014 results; Reported non-GAAP EPS of $0.74 more than doubling prior year results of $0.36 and crushing analyst EPS estimates of $0.32. Ex-GEO portfolio position reported significant increase in EPS due […]

Call(s) to Action: ESYS ($12.11, up > 13% in early trading) handily beats analyst EPS estimates by 62% with EPS of $0.26 vs analyst estimates of $0.16.  However, the company offers limited commentary and can experience EPS volatility quarter to […]