PDEX - My Largest Position
Join Date: Oct 2013
Posts: 945
guys out there raising billions in secondaries and SPACs for fake products and companies, meanwhile my boy kirk at PDEX gets letters from the sec because they give vague revenue guidance for products in development in an absolute niche market with like 0 analyst coverage.
lol
Join Date: Oct 2013
Posts: 945
i happily sold out of PDEX to buy other stuff over the last 2 years but yesterday's 10q makes me interested again. stock and earnings have been mostly flat from the prior year.
they will open their second factory next q, backlog looks very strong, according to the q input costs (especially chips) are weighing on margins (chipmarket looks better now, so will most likely change?) and they are doing a lot of repair work for a customer and might renegotiate that contract (maybe even retroactively).
could see a surprise to the upside over the next few qs. would recommend going over the 10q for people who followed this story along.
obviously no investment advice, it's a microcap, do your own dd... yada yada yada... you know the drill
Join Date: Oct 2013
Posts: 945
i think this is stupidly cheap (again) right now
Join Date: Oct 2005
Posts: 4,531
This has been on the move for the last month
Join Date: May 2007
Posts: 24,045
Wow, the stock is crushing it
Join Date: Jun 2008
Posts: 570
still my largest position, stock up big in after hours tonight.
Join Date: Feb 2015
Posts: 2,546
congrats, and what an OP, especially for an $8M mkt cap stock
Join Date: Oct 2012
Posts: 6,414
remember this thread, OP should be a MOD here imo