Summer Solstice Webinar on 6/23/22 by Singular Research

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Summer Solstice Webinar

Thu, Jun 23, 2022 6:15 AM - 4:00 PM PDT

 

 

Please save the date for our Summer Solstice webinar on Thursday, June 23. This webinar is for our clients and select qualified institutional investors. You may register and be eligible for an invitation to the webinar by following the "Register Now" button.

Presentation schedule is listed below. 

 

(PDT)
6:15 AM
7:00
7:45
8:30
9:15
10:00
10:45
11:30
12:15 PM       
1:00
1:45
2:30
3:15
Company Name
NV5 Global, Inc. (NVEE)
Luna Innovations, Inc. (LUNA)
TBD
West Vault Mining, Inc. (WVM.V)
BIGG Digital Assets, Inc. (BBKCF)
Olympic Steel, Inc. (ZEUS)
Dynacor Gold Mines, Inc. (DNG.TO)
Silvercrest Asset Management Group, Inc. (SAMG)
IRadimed Corporation (IRMD)
Kimball Electronics, Inc. (KE)
Socket Mobile, Inc. (SCKT)
Daktronics (DAKT)
Acme United (ACU) 
 

 

 

 

Singular Research's Spring Select Webinar 5/25

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Singular Research's Spring Select Webinar

Wed, May 25, 2022 6:00 AM - 4:00 PM PDT

 

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Please join us for our Spring Select Webinar on Wednesday, May 25 starting at 6:15 AM PDT. Presenting companies are listed below.

Scheduled Presenting Companies (Times PT):

615AM PT: Emergent BioSolutions Inc. (EBS)
700AM PT: Kimball Electronics, Inc. (KE)
745AM PT: SenesTech (SNES)
830AM PT: Mistras Group (MG)
915AM PT: Bigg Digital Assets Inc. (BBKCF)
1000AM PT: Digital Media Solutions Inc. (DMS)
1045AM PT: Salem Media Group Inc. (SALM)
1130AM PT: GreenBox POS (GBOX)
1215PM PT: Voyager Digital Ltd. (VYGVF)
100PM PT: Crescent Point Energy Corp. (CPG)
145PM PT: Entravision Communications Corp. (EVC)
230PM PT: Comtech Telecommunications (CMTL)
315PM PT: Kesselrun Resources ltd. (KSSRF)

 

 

Argonaut 2000 Partnerts Q1:22 Review and 2022 Look Ahead Strategy Webinar

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Argonaut 2000 Partners Q1:22 Review and 2022 Look Ahead Strategy Webinar

Thu, Apr 28, 2022 4:00 AM - 5:00 AM AWST

 

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Argonaut 2000 Partners LP is ranked in the top 1% of Long/Short equity funds since 1/1/19. Join us on Wednesday, April 27 at 1 pm PDT for a review of Q1:22 and forward fund managers' 2022 strategic outlook.

Topics and industries of discussion will include:

  • 2022 Outlook
  • Accessing value vs. growth
  • Macro market strategies & geopolitics
  • Responding to an aggressive Fed

 

We will be joined by: Chris Sakai, CFA covering timely opportunities for this market environment including (EBIX), Cannae Holdings Inc (CNNE), Crescent Point Energy Corp (CPG); Lisa Springer, MBA will discuss Salem Media Group Inc (SALM) and Entravision Communications Corp (EVC); Rob Shapiro, CFA will discuss Rocky Brands (RCKY) and Educational Development Corporation (EDUC).

Singular Research's Emerging Growth & Value Alpha Leaders Webinar

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Emerging Growth & Value Alpha Leaders Webinar

Thursday, February 24, 8:30 am - 4:00 pm PST

 

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Presentation Schedule (PST):

8:30 Socket Mobile, Inc., Kevin Mills, CEO
9:15 Voyager Digital, Ltd., Michael Legg, Chief Communications Officer
10:00 Mistras Group, Inc., Dennis Bertolotti, CEO
10:45 Esports Entertainment Group, Inc., Grant Johnson, CEO
11:30 ARC Document Solutions, Inc. David Stickney, VP of Corporate Communications
12:15 PM Canasil Resources, Inc., Bahman Yamini, CEO
1:00 Elenita, Jordan Dil, CEO
1:45 Acme United Corporation, Walter Johnsen, CEO
2:30 SenesTech, Inc., Kenneth Siegel, CEO

Argonaut Fund's 2021 Performance Review and 2022 Outlook

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Wednesday, January 26 at 2 pm PDT

 

 

DECEMBER TEARSHEET | REGISTER HERE

 

Argonaut 2000 Partners LP is ranked in the top 2% of Long/Short equity funds at Eureka Hedge since 1/1/19. Join us on Wednesday, January 26 at 2:00 pm PDT for a review of 2021 and fund managers' 2022 strategic outlook.

Topics and industries of discussion will include:

  • Value vs. growth in a higher yield environment
  • Why the Fed may not be able to stop inflation this time
  • Post pandemic repositioning
  • A new market beat? Downside & duration potential

We will be joined by: Chris Sakai, CFA and Rob Schapiro, CFA to discuss their top ideas for 2022.

Singular Research's Best of the Uncovered Webinar 12/9 at 6am PDT

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Thursday, December 8 at 6 am PDT

 

 

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Please save the date for our 16th annual "Best of the Uncovered" webinar on Thursday, December 9. This webinar is for our clients and select qualified institutional investors.

 

Presentation Schedule

(Time (PST), Ticker, Company Name, Presenter Name)
6:00 AM, HBIO, Harvard Bioscience, Inc., Mr. Michael A. Rossi, CFO
6:45 AM, EBS, Emergent BioSolutions, Inc., Mr. Robert Burrows, Chief Investor Relations Officer
7:30 AM, LUNA, Luna Innovations, Inc., Mr. Scott A. Graeff, Pres. & CEO
8:15 AM, SALM, Salem Media Group, Inc., Mr. Evan D. Masyr, Exec. VP & CFO
9:00 AM, BBKCF, BIGG Digital Assets, Inc., Mr. Mark Binns, CEO & Director
9:45 AM, MMAT, Meta Materials, Inc., Dr. George Palikaras, Ph.D., Founder, CEO, Pres, & Director
10:30 AM, FSTR L.B., Foster Company, Mr. John F. Kasel, Pres, CEO, & Director
11:15 AM, --, Singular Research Special Situations, Mr. Christopher J. Sakai, CFA
12:00 PM, ACU, Acme United Corporation, Mr. Walter C. Johnsen, Chairman & CEO
12:45 PM, SCKT, Socket Mobile, Inc., Mr. Kevin J. Mills, Pres., CEO, & Director
1:30 PM, DRSSF, Arianne Phosphate, Inc., Mr. Brian Richard Ostroff, Pres. & Director
2:15 PM, CXDO Crexendo, Inc., Mr. Douglas Walter Gaylor, COO & Pres.
3:00 PM, BMTX BM Technologies, Inc., Mr. Robert Hutcheson Ramsey, CFA, CFO

LUNA Innovations: Managements Focus On Shareholder Value Is Superb

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LUNA Innovations: Managements Focus On Shareholder Value Is Superb

LUNA Innovations Inc. develops and markets fiber optic sensing, and test and measurement products worldwide. The company has two operating segments. The products and licensing unit sells the company’s commercial fiber optic test and sensing equipment and the technology development segment performs contract R&D for U.S. government agencies.

 

November 19, 2021

Price (as of close on Nov 18, 2021)

$9.38

Rating

BUY

Price Target

blocked

 

 

LUNA Innovations Inc. (LUNA)

The Company reported weak third quarter 2021 results impacted by ongoing supply chain challenges globally. The planned divestment of the slow growing, low margin LUNA Labs business is a positive. blockedblockedblockedblockedblockedblocked     

luna nov 2021

 

Q3:21 Highlights

➢ LUNA announced plans to divest their LUNA Labs business. As of the beginning of Q3, the business has been moved to discontinued operations.

➢ Q3:21 revenues were $20.3 million, up 32% versus Q3:20, largely attributable to the acquisition of OptaSense in December 2020.

LUNA reported a 31% YOY increase in gross profit to $12.5 million. Gross margin decreased by ~100 bps YOY to 62%.

➢ Adjusted EBITDA decreased to $2.1 million, compared to $3.1 million for Q3:20.

➢ LUNA noted that the Company continues to be challenged by supply chain issues which is impacting revenue growth despite strong demand.

➢ For the full year, LUNA revised its 2021 revenue outlook to factor in LUNA Labs as a discontinued operation and supply chain headwinds. Revenue and adjusted EBITDA are now expected to be between $85-$88 million and $6-$8 million, respectivel

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PRIMARY RISKS

➢ The Company operates in a space which is prone to rapid technological changes. New technology or the emergence of new industry standards could render existing products obsolete.

➢ Difficulties with integrating acquisitions could adversely affect operating costs and expected benefits from those acquisitions.

 

We at Singular Research hope you enjoyed this article and would like to invite you to try the full version of our service for free for 2-weeks on Seeking Alpha. 

Please click here for your free trial!

Emergent BioSolutions: A Great Value Proposition Emergent BioSolutions (EBS)

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Emergent BioSolutions: A Great Value Proposition Emergent BioSolutions (EBS)

Emergent BioSolutions (EBS) is a global specialty life sciences company that develops and commercializes vaccines, drugs and devices that address public health biodefense threats. The Company is a preferred provider of biodefense products and services to the U.S. government under multi-year contracts. Its portfolio includes the only FDA-approved anthrax vaccine and smallpox vaccine and NARCAN nasal spray for treating opioid overdose. The Company’s products are sold mainly in the U.S. as well as internationally.

 

November 8, 2021

Price (as of close on November 5, 2021)

$33.11

Rating

BUY

New 12- Month Target Price

blocked

 

Emergent BioSolutions

EBS shares tumble after termination of CIADM contract. JNJ COVID vaccine and other vaccines and products remain on track. We maintain our Buy rating, . blockedblockedblockedblockedblockedblockedblocked

 

ebs nov 2021

 

Q3:21 Highlights

➢ Termination of US government contract for pandemic preparedness reduces revenues to be realized under related task orders by $180 million while accelerating recognition of $60 million of deferred revenues.

➢ This contract termination has no impact on manufacturing of the JNJ COVID vaccine, which is a commercial order. EBS resumed manufacturing of the COVID vaccine in July and has to-date produced over 100 million doses.

➢ EBS secures a COVID vaccine manufacturing contract with Providence Therapeutics valued at $90 million over five years.

➢ The company’s CDMO business secured $118 million new business during the September quarter and ended the quarter with backlog of $1.0 billion.

➢ Sales of ACAM2000 smallpox vaccine rose $79.7 million as the company commenced deliveries under a contract option valued at $182 million. Sales of NARCAN nasal spray rose 50% to $133.3 million and EBS increased full-year guidance for this product to $400-$420 million from $305-$325.million earlier.

➢ Phase III trials began of the company’s chikungunya vaccine candidate and of its COVID-HIG therapeutic candidate for outpatient treatment of those at risk of severe forms of COVID.

➢ We updated our revenue and adjusted EPS estimates to reflect September quarter results and reduced guidance. We maintain our BUY rating blockedblockedblockedblockedblockedblocked

 

We at Singular Research hope you enjoyed this article and would like to invite you to try the full version of our service for free for 2-weeks on Seeking Alpha. 

Please click here for your free trial!