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While the company has experienced headwinds from the pandemic, growth is already returning. The company has a solid growth trajectory generating 90% gross margins and increasing amounts of free cash flow. It’s dependent on one solution which is a bit of a risk (although low, in our view) but it’s working on another one. Source: […]

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The company was buffeted by the crash in energy prices but swift management action in Q2 managed to turn the situation around. While the company still has a large debt, they do generate a lot of excess free cash flow which enables them to decrease leverage further from the present 4.3x level. Amazingly, even after […]

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The company offers an innovative device that produces non-invasive HIFA treatment for prostate cancer with other applications to follow. Despite the pandemic and reimbursement which is yet to be settled, the company is still managing to sell these devices. An increasing installed base will increase the stream of revenue from consumables. The company isn’t bleeding […]

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The company produced very good Q2 results that moved the stock significantly higher. However, to a considerable extent, this is due to a temporary low in operating costs. These will increase in H2 again. That doesn’t mean this isn’t a well run company that is likely to gain market share, they will. Source: Issuer Direct […]

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The company suffered an onslaught through the pandemic which was partly masked by an acquisition. However, it’s cementing its alliance with Microsoft in search through increasing cooperation and two acquisitions are putting its struggling ad business on a new footing. Recovery might not be instant, but the pieces seem in place and the shares aren’t […]

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Don’t take the recent euro strength at face value, it’s simply the result of US rates finally plunging to zero. Behind the euro facade is the fact that much of Southern Europe is basically insolvent with the ECB underpinning their public finances as buyer of last resort. Funny enough, this ECB buying will become much […]

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Eltek operates in the high-end of the PCB market, mostly serving defense industries in the US and Israel. The company has managed to produce decent growth and margin expansion the last couple of years, producing solid cash flows. There are no immediate reasons to assume that these favorable developments can’t continue, and the shares aren’t […]

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The company already has two military programs in production, with at least three more to follow before the end of next year. This will provide a considerable revenue boost, reduce cash bleed and could further increase margins. The technology developed for the military will be leveraged in the VR/AR market, which perennially is just around […]

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FormFactor is a leading supplier of advanced probe cards, and the demand for these is likely to grow faster than the growth of the overall semiconductor market. The company has a history of growth and steadily increasing finances, and we see no reasons for this to change anytime soon. It has a healthy balance sheet, […]

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It’s only a relatively small player in the rapidly expanding field of genetic testing, but this is changing in front of our eyes. It was already known for the quality of their platform which could develop new tests faster than most and at lower price points. But what they have done with Covid testing is […]

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