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1/11
After a long string of losses, $PPSI reported strong Q4 2022 EPS of $0.10 vs. a loss of $0.16, and ahead of analyst estimates of ($0.07). However, we still want to know if PPSI has turned the corner to being in a position to experience consistent profitability.
After a long string of losses, $PPSI reported strong Q4 2022 EPS of $0.10 vs. a loss of $0.16, and ahead of analyst estimates of ($0.07). However, we still want to know if PPSI has turned the corner to being in a position to experience consistent profitability.
2/11
So, on April 4, we hosted a #FiresideChat with the CEO of $PPSI to learn about restructuring initiatives happening at the company & how they may be contributing to 2023 guidance of 50% revenue growth. Shares are up 36% since the chat.
So, on April 4, we hosted a #FiresideChat with the CEO of $PPSI to learn about restructuring initiatives happening at the company & how they may be contributing to 2023 guidance of 50% revenue growth. Shares are up 36% since the chat.
3/11
We conduct Fireside Chats to give our premium subs up-to-date, relevant information about microcap companies we’re interested in learning more about. Speaking with executives speeds up the process by which we conduct our due diligence, to validate or debunk a bullish thesis.
We conduct Fireside Chats to give our premium subs up-to-date, relevant information about microcap companies we’re interested in learning more about. Speaking with executives speeds up the process by which we conduct our due diligence, to validate or debunk a bullish thesis.
4/11
For 50 yrs., $PPSI has been a leader in the design, manufacture, integration, refurbishment, service, and distribution of electric power systems, distributed energy resources, power generation equipment, and mobile EV charging solutions for industrial and commercial markets.
For 50 yrs., $PPSI has been a leader in the design, manufacture, integration, refurbishment, service, and distribution of electric power systems, distributed energy resources, power generation equipment, and mobile EV charging solutions for industrial and commercial markets.
5/11
Before we get into a few of the details of our conversation with the CEO of $PPSI, we want to make it clear that even though we had a prior instance of success investing in the stock in 2016, it’s been several years since we have followed the company in great depth.
Before we get into a few of the details of our conversation with the CEO of $PPSI, we want to make it clear that even though we had a prior instance of success investing in the stock in 2016, it’s been several years since we have followed the company in great depth.
6/11
While $PPSI did well during its tenure in our Model Portfolio in 2016, inconsistent rev. growth & competitive market conditions led to loss of investor interest. So, it sold its transformer biz for $65.5M in 2018 & reassessed its options to remain attractive as a public co.
While $PPSI did well during its tenure in our Model Portfolio in 2016, inconsistent rev. growth & competitive market conditions led to loss of investor interest. So, it sold its transformer biz for $65.5M in 2018 & reassessed its options to remain attractive as a public co.
7/11
During our Fireside Chat, Nathan Mazurek, $PPSI's CEO, explained the company’s pivot to what he now sees as integral to the company’s future growth: E-Bloc and e-Boost. #EBloc #eBoost
During our Fireside Chat, Nathan Mazurek, $PPSI's CEO, explained the company’s pivot to what he now sees as integral to the company’s future growth: E-Bloc and e-Boost. #EBloc #eBoost
8/11
$PPSI found a new niche in the distributed generation EV infrastructure market by building the E-Bloc system, described as an all-in-1 outdoor skid-mounted unitized system for those with multiple power sources. E-Bloc now generates 75% of the company’s rev.
$PPSI found a new niche in the distributed generation EV infrastructure market by building the E-Bloc system, described as an all-in-1 outdoor skid-mounted unitized system for those with multiple power sources. E-Bloc now generates 75% of the company’s rev.
9/11
$PPSI also developed e-Boost, a mobile EV charging solution that offers quick-charging capabilities and can be used for emergency response. With higher margin profiles, the potential for growth is promising as demand heats up. #eBoost
$PPSI also developed e-Boost, a mobile EV charging solution that offers quick-charging capabilities and can be used for emergency response. With higher margin profiles, the potential for growth is promising as demand heats up. #eBoost
10/11
$PPSI CEO Nathan Mazurek elaborates on the co's rev. streams from various activities:
* Special utility work - profitable/less competition.
* E-Bloc - $17M and expected to double in 2023. Zero maintenance cost.
* Growing demand for long term leasing - very profitable.
$PPSI CEO Nathan Mazurek elaborates on the co's rev. streams from various activities:
* Special utility work - profitable/less competition.
* E-Bloc - $17M and expected to double in 2023. Zero maintenance cost.
* Growing demand for long term leasing - very profitable.
11/11
If you are interested in watching the full video and all 8 featured clips, as well as participating in all our future live Fireside Chat and Management Morning Briefing Special Events, get more info on how to do that…
tinyurl.com/ycywnvc9
If you are interested in watching the full video and all 8 featured clips, as well as participating in all our future live Fireside Chat and Management Morning Briefing Special Events, get more info on how to do that…
tinyurl.com/ycywnvc9
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