TSSI Update [GeoWire Weekly No. 138]

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• A new high conviction idea and perceived Value Trap is starting to prove skeptical investors wrong, 200% upside.
• After rising 620% this year, GeoInvesting Model Portfolio Holding and Data Center play, TSSI, is the perfect “Why read earnings conference calls” case study. 
• Insider buying, along with ONE conference call transcript, potentially reveals another legit microcap data center stock no one is talking about. (it’s in our new “legit AI” screen).
• Now that Q1 2024 earnings season is over, it’s time to read earnings call transcripts. 
• GeoInvesting Contributors Shine with Their 2024 Stock Pitches, 3 up over 200%.

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GeoInvesting Weekly Premium Email And Call To Action Updates (May 27 – May 31)

Morning Email Highlights Notable Updates

• • ADFJF (DRX-TO) – Wins new $90M contract, roughly a quarter’s worth of revenue. 
  • TTLTF – No growth in Q3 2024; Need more clarity on future growth prospects
  • NYWKF – Strong Q1 2024 results, with EPS of 6 cents (stock selling at $0.40)
  • CAWW – Product selected by Oprah Daily as best choice.
  • BIRMF – Strong Q1 2024 results in seasonally weakest quarter; Expects strong bookings.
  • BKTI – $9.1 Million Contract Win.

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MS Microcaps Insider Buying Information Arbitrage Monitor 

• TGEN – Director John Hatsopolus.
• BKTI –  Two insiders buy shares on the open market.
  • CEO John Suzuki
  • Director Joshua Horowitz

 Notable Updates

• • HRX.TO HERXF – Strong Q4 2024 results out of this aerospace landing gear equipment manufacturer.

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 Premium Emails Sent During The Week

05/28/2024

ADFJF Large Contract Win; NYWKF Q1 2024 Notable; Unclear on TTLTF’s Growth Trajectory After Unimpressive Fiscal Q3 2024 

Stocks : ADFJF, TTLTF

Highlights ADFJF (DRX-TO) – Wins new $90M contract, roughly a quarter’s worth of revenue. TTLTF – No growth in Q3 2024; Need more clarity on future growth prospects NYWKF – Strong Q1 2024 results, with EPS of 6 cents (stock selling at $0.40) – ** Notable News/Commentary On Model Portfolio Holdings Adf Group Inc (OOTC:…see more. 

05/29/2024

BIRMF Q1 2024 Earnings and Bookings Encouraging; CAWW Product Gets Recognized By Oprah

Stocks : CAWW, BIRMF, BKTI

Highlights CAWW – Product selected by Oprah Daily as best choice. BIRMF – Strong Q1 2024 results in seasonally weakest quarter; Expects strong bookings. BKTI – $9.1 Million Contract Win. – ** Notable News/Commentary On Model Portfolio Holdings Cca Industries (OTC:CAWW) ($0.68; $4.5M market cap) announced that its Plus White brand was selected…see more. 

**Correction

• In our 5/29 email we made a mistake in the CAWW note. We mistakenly mentioned that Oprah was part of the Nutrisystem celeb endorsement, however she was part of Weight Watchers, please see full correction in link above. 

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Notable Updates

Heroux-Devtek Inc (OOTC:HERXF) (HRX.TO) – Reported Q4 and full year 2024 results:

• Q4 sales of $184.0 million vs $155.9 million in the prior year
• Q4 Adjusted EPS of $0.49 vs $0.18 in the prior year
• Full year sales of $629.7 million vs $543.6 million in the prior year
• Full year adjusted EPS of $1.01 vs $0.37 in the prior year

“I am proud to announce a very strong quarter of sales and profitability. These results were driven by the many measures put in place over the last two years to improve productivity through automation, the stabilization of our production systems and pricing initiatives. I am confident that this marks the beginning of a sustainable trend of improving performance propelled by our great teams who are now better equipped to manage the persistent supply chain issues,” said Martin Brassard, President and CEO of Héroux-Devtek.

“As we look ahead, the current macroeconomic environment is favourable for Héroux-Devtek, especially in the defence sector. The demand from prime contractors around the world for our products has never been higher, which demonstrates the trust and recognition our clients place in the quality, safety, and excellence of our products” added Mr. Brassard.

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