3 Stocks:
ELSE $3.50 - Manufactures and sells industrial production monitoring and process control systems.
Market Cap: $11.89m
Cash/share: $2.67
Book Value/share: $3.78
Gross Margin: 52%
FCF ttm: 228k
P/S: 1.49
P/B 0.93
Sales ttm: $8m
Sales Q/Q: -7.43%
Website: https://www.electro-sensors.com/
SVT - $8.00 - Designs, manufactures, and markets control components and consumer products in the United States and internationally.
Shares: 2.48m
Cash/share: $2.88
Book Value/share: $14.71
Gross Margin: 25%
FCF ttm: $883k
P/S: 0.34
P/B: 0.54
Sales ttm: $58.15m
Sales Q/Q: +11%
Website: https://servotronics.com/about-us/
PLL $38 - Is an emerging lithium company focused on the development of its 100%-owned Piedmont Lithium Project in North Carolina.
Market Cap: $380m
Shares: 1,006,320,206 shares or 10.06m ADS
Cash/ADS: $0.89 pre capital raises
Book Value/ADS: $1.34
P/B: 27.5
Cash Burn: ~$8.6m/9 months.
*Total CAPEX of $377m for Project development 1.
**Total CAPEX of $545m for project development 2.
Website: https://www.piedmontlithium.com/
2 Quotes:
GME is quoting levels not seen since April 2019. Gamestop is a business many have considered to be in terminal decline. Short-sellers have been betting heavily against this company (Short interest 136%) but is that the right move?
Gamestop's business is far from exciting in a 2020 universe, but the company is running into some tailwinds in 2020-21 with Microsoft and Sony set to release new consoles. Gamestop's business cycle correlates slightly with the release of new consoles from major players such as Microsoft and Sony; we can notice comparing revenue numbers to years of console releases.
The stock is no longer the cigar butt it was back in March when Augury initiated coverage on the stock (up 200% since initiating a buy recommendation). For more coverage of cigar butt stocks, consider becoming a PRO member here.
"I think that every time you see the word EBITDA, you should substitute the words "bullshit earnings." - Charlie Munger
1 Idea:
Risk wears many different outfits. Risk is dependent on the situation at hand, be sure to dress it appropriately for the occasion.
Happy Trading,
Augury
***Disclaimer - The author may be long or short any of the listed tickers and may buy, sell, short or cover in the next 72 hours.
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