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(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… […]
Trina Solar (NYSE:TSL) — a global leader in photovoltaic (“PV”) modules, solutions, and services, today announced, it has agreed to supply 70MW high efficiency modules to a large-scale solar power project in Chile. Under the terms of the agreement, Trina Solar […]
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 […]
Call(s) to Action – Possible Short Opportunity: CREG ($1.88) – Appears that an institutional owner of CREG shares, Carlyle Asia Growth Partners, intends to sell its shares in the open market. Carlyle Asia Growth Partners owns around 12 million shares. […]
Calls to Action: CMGE – News on China internet portals state that China Mobile Games’ President was fired along with 9 mangers and 2 Vice presidents. Here are the stories that the GeoTeam is following today… (Please see full disclosures […]
Call to Action: UEPS provided an update on South African Social Security Agency award. No judgement is to be made for likely a year; UEPS has a contract through February 2017 unless new judgment is ruled. Timing of the decision […]
Cannabis Sector Update: Investors may have noticed some weakness in the shares of many marijuana stocks last week, including many penny stocks that have risen sharply in recent trading sessions. In all of our emails, regarding tracking stocks in the […]