Evogene Reports Q1 2026 Results as AgPlenus Herbicide and Fungicide Programs Advance
Evogene Ltd. posted a Q1 2026 net loss of about $5.9 million, with revenue plunging to $0.3 million from $2.3 million a year earlier. Its AgPlenus subsidiary advanced herbicide research with Corteva and moved an internal fungicide program into lead optimization, while the Bayer collaboration was terminated and assets returned to AgPlenus. The company’s ChemPass AI platform secured a second Google Cloud partnership to embed AI agents, and Evogene held $13.1 million in cash despite a $2.8 million quarterly cash burn.
OHB – How the “Secret” German SpaceX Made 15x
German aerospace firm OHB SE, once a tiny hydraulics shop in Bremen, has become Europe’s leading space‑systems supplier. After a rocky IPO in 2000 and a 2023 KKR tender at €44 ($48) per share, the stock has rocketed 15× to...
Oceanhawk Acquisition Corp. (OHACU) Prices Upsized $160M IPO
Oceanhawk Acquisition Corp. (OHACU) priced an upsized $160 million initial public offering, with units slated to start trading on Nasdaq on May 21, 2026. The SPAC, led by CEO Ernest Miller and CFO Jon Ryan, will seek a merger with a company in...
Energy One (ASX: EOL) Share Price Falls 10% On Slightly Disappointing ARR Growth
Energy One (ASX:EOL) saw its shares tumble about 10% after reporting annual recurring revenue (ARR) growth that fell short of market expectations. The company disclosed a modest increase in ARR, signaling slower momentum in its renewable‑energy portfolio. Analysts had anticipated...
![[NEW+Free] Cliff Note #143 - TPC: The 130-Year-Old Infrastructure Co With 2026-2027 Earnings Already in the Bag + Free Data...](/cdn-cgi/image/width=1200,quality=75,format=auto,fit=cover/https://substackcdn.com/image/fetch/$s_!vD14!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F063eafec-fa90-4003-8987-7401ddb62ff2_512x512.png)
[NEW+Free] Cliff Note #143 - TPC: The 130-Year-Old Infrastructure Co With 2026-2027 Earnings Already in the Bag + Free Data...
Tutor Perini Corp (TPC), a 130‑year‑old U.S. heavy‑civil builder, has secured nine megaprojects worth roughly $16 billion, expanding its $19.8 billion backlog to 3.5× trailing revenue. Management’s 2026 guidance projects adjusted EPS of $4.90‑$5.30, with earnings largely contracted and margins improving across...
ACM Research Is One of the Best Small Cap AI Stocks As Per Wall Street, Here’s Why
ACM Research (NASDAQ:ACMR) posted strong Q1 2026 results, reporting $231 million in revenue, a 34% year‑over‑year increase, and $241 million in shipments, up 54% YoY. Gross margins reached 46.5%, above the company’s long‑term range, while the ECP segment revenue tripled on growing...
Demand For Pony AI Inc (PONY)’s Robotaxi Surged on China Labor Day
Pony AI reported a dramatic surge in robotaxi demand during China’s Labor Day holiday, with average daily orders up 544% year‑over‑year. Paid orders also climbed 155% compared with the recent New Year holidays, reflecting rapid customer adoption. The growth is...
Undervalued LNG Carrier: Dynagas LNG Partners LP (DLNG)
Dynagas LNG Partners LP (DLNG) operates a fleet of ice‑class LNG carriers under long‑term fixed‑rate charters, delivering predictable cash flow despite the cyclical shipping market. The company reports $156.6 million in revenue, $50.4 million net income and $90.3 million free cash flow for...
Village Farms International Reports Q1 2026 Results with 118% Adjusted EBITDA Growth and Record International Export Sales
Village Farms International posted Q1 2026 net sales of $49.7 million, up 27% YoY, while Adjusted EBITDA surged 118% to $10.2 million, representing 20.5% of revenue. Record international export sales of $14.6 million, a 171% increase, were driven by strong demand in Germany and...
Weekly Update #14 - Week Ending 05/10/26
Flotek (FTK) reported Q1 2026 revenue of $70.1 million, a 27% YoY rise, driven by a 295% surge in its Data Analytics segment, which now contributes 50% of gross profit. Power Tech’s three‑year backlog tops $90 million and includes a 200 MW pipeline...
The Closer – Big Reactions, Small Cap Impacts, Housing – 5/11/26
Earnings season’s “triple‑play” beats have sparked outsized stock moves, with price reactions landing in the 93rd percentile. Small‑cap equities have shouldered the bulk of recent gains, rebounding strongly since their performance lows in August. Meanwhile, mortgage foreclosures climbed to the...
Geodrill Q1 2026 Update – GEO.TO / GEODF
Geodrill (GEO.TO) posted Q1 2026 revenue of $48.4 million, essentially flat year‑over‑year, but gross profit plunged 47% to $7.2 million and adjusted EBITDA fell 57% to $5.9 million. The decline drove gross margin to 15% and adjusted EBITDA margin to 12%, well below the...
![[Free] Slipstreaming: Australian Financial Services Special Situation Drama Resolved](/cdn-cgi/image/width=1200,quality=75,format=auto,fit=cover/https://substackcdn.com/image/fetch/$s_!B5NZ!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F32978d04-1cd9-421d-91c4-d4ab686c7abd_577x577.png)
[Free] Slipstreaming: Australian Financial Services Special Situation Drama Resolved
Humm Group (ASX:HUM) announced that founder‑shareholder Andrew Abercrombie and chairman Robert Hines resigned, ending a months‑long proxy battle and handing control to an independent board committee. Credit Corp’s non‑binding scheme values the stock at A$0.77 (≈$0.51 USD) but a more realistic...
Cronos Group Q1 2026 Update – CRON
Cronos Group posted a strong Q1 2026, with revenue climbing 40% YoY to $45.2 million and adjusted EBITDA more than doubling to $5.1 million, lifting the stock 6.4% intraday. Gross margin held steady at 42% while adjusted EBITDA margin expanded to 11%, reflecting...
TMTB: Cerebras (CRBS) IPO Roadshow Notes
Cerebras Systems disclosed a massive take‑or‑pay contract with OpenAI worth over $20 billion, beginning with a $1 billion prepayment and delivering 750 MW of AI compute across three 250 MW tranches from 2026 to 2028. The first tranche will be provided through Cerebras' cloud...