Description

Sign up or Log In

Sign up for free guest access to view investment ideas with a 45-day delay and read the full report.

Log in to read the full report.

show sort by

You are not eligible to view 1 messages. To gain access to more recent message posts signup free for membership.

#	AUTHOR DATE SUBJECT
16	member 6/14/24 11:34AM Production Outlook For Solitron’s Largest Programs
The near-term outlook for the military programs that Solitron Devices supplies to is strong. In the near term, production levels for the Advanced Medium-Range Air-to-Air Missile (AMRAAM) are slated to remain flat, High Mobility Artillery... login to read the rest 1 view available tags
14	member 3/18/24 3:25PM March 2024 Update
An update on Solitron Devices is in order. Since this write-up was posted, shares in Solitron are up nearly 700%. At less than 8x normalized FCF, I believe the stock represents a compelling opportunity. Highlights... login to read the rest 1 view available tags
13	member 1/05/23 2:34PM 2023 Annual Meeting To Be Live Streamed on January 13th At 9 AM ET
The 2023 Solitron Devices annual meeting will be live streamed. It will be held on January 13th 2023 at 9 AM ET. You will need to register in advance in order to watch it. Here are the view available tags
12	member 12/15/21 1:22PM Solitron update: The Stock Remains Deeply Undervalued, I see 79% - 134% upside From the Current Share Price
It's time for another update on Solitron Devices. Summary Solitron has been a home run investment. The stock is up 325% since this write-up was posted back in January of 2020. I continue to believe (even at the... login to read the rest view available tags
11	member 4/03/21 12:19PM Re: Solitron is now current on audited financials 9
On March 25th, Solitron filed all of their delayed 10Qs for FY 2021 (FY 2021 ended on February 28th, 2021). At this point, in addition to being up to date on their audited financials (as noted... login to read the rest 2 view available tags
10	member 3/09/21 3:53PM New Headquarters And Manufacturing Facility; Increasing My Price Target To $13 - $16 Per Share
On March 4th Solitron announced the purchase of a new HQ and manufacturing facility for $4.2m.8-K Announcing New Headquarters and Manufacturing Facility: https://www.sec.gov/Archives/edgar/data/91668/000165495421002295/sodi_8k.htmThis is another step in a positive direction for Solitron. They plan to finance the purchase... login to read the rest 1 view available tags
9	member 2/22/21 1:06PM Solitron is now current on audited financials
On February 10th Solitron filed their FY 2020 10-K. They are now up to date on audited financials. https://www.sec.gov/Archives/edgar/data/91668/000165495421001436/sodi_10k.htm 1 view available tags
8	member 12/30/20 3:12PM FY 2021 Q3 Update
Solitron released a third quarter update yesterday: https://www.sec.gov/Archives/edgar/data/91668/000165495420013955/sodi_ex991.htm Highlights from the press release: - Cash grew to $3.7m. - Net income in the first half of FY 2021 was $1m. - Bookings received so far this year plus estimated bookings for the... login to read the rest 1 view available tags
7	member 11/17/20 9:05PM Re: Another positive update 6
Here is a link to the 8-K: https://www.sec.gov/Archives/edgar/data/91668/000165495420012524/sodi_8k.htm view available tags
6	member 11/17/20 8:33PM Another positive update
"For the first half of fiscal 2021 the Company expects to report net income of approximately $1 million." Source: November 17th 8-K That's impressive for a company with a current market cap of just $7.2m along with... login to read the rest 2 view available tags
5	member 9/26/20 1:42PM FY 2021 Q2 Earnings Results
Solitron announced their FY 2021 Q2 earnings results on Friday.The audit continues to be delayed. This is frustrating because I view completing the audit as the catalyst to the share price trading more in line... login to read the rest 1 view available tags
3	member 4/01/20 2:16PM March Update
On March 26th Soliton released an update announcing preliminary FY 2020 results. Bookings were up 35% YoY and that will translate into strong revenue growth in the 2021 fiscal year. As mentioned in my write-up,... login to read the rest 2 view available tags
2	member 2/14/20 11:06PM Continued Insider Buying at Solitron
Since I posted the write-up there has been continued insider buying. Between January 27th and February 11th Tim Eriksen (CEO) has purchased an additional 13,219 shares with transactions as high as $3.20. Mark Matson (President) purchased 3,150 2 view available tags
1	member 1/23/20 12:10AM Fiscal 2020 Third Quarter Earnings
Solitron reported results today and they were better than I was expecting. Bookings have grown substantially and are up 117% in the first 9 months of fiscal 2020 compared to the same period in 2019. Reported net... login to read the rest 2 view available tags

load more messages

			2020	2021
Price:	2.40	EPS	0	.41
Shares Out. (in M):	2	P/E	0	5.8
Market Cap (in $M):	5	P/FCF	0	5.8
Net Debt (in $M):	0	EBIT	0	1
TEV (in $M):	4	TEV/EBIT	0	4.8

Description

Sign up or Log In

Sign up for free guest access to view investment ideas with a 45-day delay and read the full report. Log in to read the full report.

Sign up for free guest access to view investment ideas with a 45-day delay and read the full report.

Log in to read the full report.