Virtual Road Show Series - Tuesday, April 13 @ 1pm EDT

Join enCore Energy CEO Paul Goranson & Chairman William Sheriff for this exclusive corporate presentation, followed by a Q & A session moderated by Michael Heim, Noble's senior research analyst, featuring questions taken from the audience. Registration is free and open to all investors, at any level.
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Endeavour Silver (EXK): Endeavour Builds Metals Inventory For Sale At Higher Prices

First quarter production results not far off the mark. Compared to the prior year period, first quarter silver and gold production increased 22.2% and 31.1% to 1,048,100 ounces and 11,109 ounces, respectively ... Read More

Virtual Road Show Series Replay - Capstone Turbine Group (CPST)

Exclusive corporate presentation by Capstone Turbine CEO Darren Jamison followed by a Q & A session moderated by Michael Heim, Noble's senior research analyst. Recorded live April 6th, 2021. Watch The Replay

Potential Rocketships from the Proposed Infrastructure Plan (Plus Explosions)

On March 31, 2021, the White House released details of the American Jobs Plan (AJP), a $2.2 trillion eight-year plan to improve the infrastructure of the United States. While the program ... Read More

The GEO Group, Inc. (GEO): Suspends Dividend; Evaluating Corporate Structure

Dividend Suspension. In a not so surprising move, GEO Group announced it is immediately suspending the quarterly dividend. The suspension eliminates approximately $30 million in quarterly dividend payments. Management ... Read More

Great Lakes Dredge & Dock (GLDD): A Win on Marsh Creation in Louisiana

Another win by a slight margin in Louisiana. Bids were opened by the Coastal Protection & Restoration Authority (CPRA) late yesterday afternoon on the Golden Triangle Marsh Creation Project (PO-0163) in Louisiana. GLDD was the apparent ... Read More

CoreCivic, Inc. (CXW): A Deal Can Be Done, But At What Cost?

Note Offering. Yesterday, CoreCivic closed an upsized offering of $450 million senior unsecured notes due 2026. The proceeds will be used to repay the outstanding $250 million of 5% senior notes due 2022 and reduce other outstanding ... Read More

U.S. Government Spending Provides Investment Opportunity in Maritime Infrastructure

Ensuring the Future is Made in America by All of America’s Workers was an executive order signed by the newly sworn-in President on January 25, 2021. While economists may debate if ... Read More

Palladium One Mining Inc. (NKORF): Exploration Activities Accelerate at the Tyko Nickel-Copper Project

Phase II drilling program at Tyko. Palladium One commenced a 2,000-meter Phase II drilling program at the Tyko Ni-Cu project’s high-grade Smoke Lake nickel discovery in Canada. Recall that ... Read More

Kelly Services (KELYA): Expands IT Staffing Capabilities with Acquisition of Softworld

Softworld Acquisition. In its largest acquisition to date, Kelly is paying $215 million for Softworld, a leading technology staffing and workforce solutions firm serving clients across multiple end markets ... Read More

One Stop Systems (OSS): First Award Under New AI Transportables Target

New Award. Yesterday, OSS announced it had secured its first production orders for a ruggedized-edge, transportable system from a self-driving trucking technology company that utilizes level 4 driving automation (these ... Read More

Kratos Defense & Security (KTOS): More Positive Data Points

New Contract Win. Yesterday, Kratos announced it had been awarded an $85.9 million contract from the U.S. Army to support the Army Ground Aerial Target Control System. Kratos will supply software updating, cyber security inspections, and installation ... Read More

With Access to More Capital, GameStop’s Future is More Assured

GameStop Corp. (NYSE: GME) announced yesterday that it filed a prospectus supplement with the SEC. The prospectus defines how it may now offer and sell up to 3,500,000 shares of its common stock from time ... Read More

Bassett Furniture (BSET): Strong 1Q21 Results

1Q21 Results. Bassett reported strong 1Q21 results with revenue of $113.7 million and EPS of $0.40. This compares to $112.1 million and $0.12, respectively, in 1Q20, which was unaffected by COVID issues. We had projected revenue of $113.5 million and EPS of ... Read More

Virtual Road Show Series Replay - Esports Entertainment Group (GMBL)

Exclusive corporate presentation by Esports Entertainment Group CEO Grant Johnson followed by a Q & A session moderated by Michael Kupinski, Noble's senior research analyst. Recorded live March 31st, 2021. Watch The Replay

Cord-Cutters, Advertisers, and Market Disruption

Internet television or streaming TV reached a tipping point last year. Viewers had more time at home to review the alternatives and perhaps less money to pay for cable. This is only part of the reason why a full 15 percent ... Read More

Where Is The Supply Response?

Oil prices continued their upward trend in the first quarter with WTI prices reaching mid-sixties in early March before closing the quarter closer to $60/bbl. The oil future curve is flat with longer-term pricing just below $60/bbl. Meanwhile ... Read More

Metals & Mining First Quarter 2021 Review and Outlook

Mining companies outperformed the broader market. During the first quarter of 2021, mining companies (as measured by the XME) gained 19.4% compared to 5.8% for the broader market as measured by the S&P 500 index ... Read More

Golden Predator Mining (NTGSF): Moving Right Along

License renewal applications. During the first quarter, Golden Predator submitted renewal applications for its water use and quartz mining licenses associated with its Brewery Creek Mine. The licenses expire December 31, 2021 and the company seeks renewal for ... Read More

Industries that Could Benefit from the New “American Jobs Plan”

The $2 trillion American Jobs Plan proposed by the U.S. President to address a broad list of infrastructure projects was presented last week. The plan is structured to be financed over 15 years by jacking ... Read More

The Real Reason the NYSE is Closed Good Friday

Three times a year, the NYSE's holiday schedule differs from the U.S. Federal Government. Federal office closings usually dictate bank holidays as well. This happens on Columbus Day and Veterans Day; on these days, banks and ... Read More

Takeaways from the Ups and Downs of March

March came to an end, and many wounds from a rough year that followed a big fall of the various stock indices last March have healed beyond the expectations held by most at this time last year. Focusing on last month (March 2021) ... Read More

Harte Hanks (HRTH): Raising Price Target; Shifting More Attention Toward Growth

Increased transparency. The company filed its 10K last week with segment results by quarter for 2019 and 2020. We believe that the segment data provides greater operating transparency. In this report, we ... Read More

Pyxis Tankers (PXS): Refinancing Done. Shifting to Growth.

Refinancing completed with positive impact on interest costs. A term loan of $17 million on the Epsilon from an existing lender and cash of $7.5 million refinanced existing debt. The new loan is priced at Libor plus 335 basis points and ... Read More

Endeavour Silver (EXK): Executive Transition Plans Assure Continued Progress and Growth

Management continuity. Following Endeavour’s annual general meeting on May 12th, Mr. Brad Cooke, CEO, is expected to assume the role of Executive Chair, while Mr. Dan Dickson, CFO, will become CEO. This is ... Read More

Grindrod Shipping (GRIN): Asset Sales Enhance Dry Bulk Exposure - Raising Price Target

Added asset sales improve fleet profile and enhance dry bulk market focus. Agreements to sell two MRs and one small tanker for almost $50 million improves the fleet profile and shifts the focus to the dry ... Read More

Seanergy Maritime (SHIP): Another Acquisition Increases Leverage - Upgrading to Outperform

Another acquisition expands the Cape fleet to 15. Four pending acquisitions should close in 2Q2021. Industry sources reported that a 2012-built 181k DWT Cape was acquired for $29 million. The transaction ... Read More

Long Term Retirement Money and Fledgling Companies

An article titled Why to Buy Small Cap Stocks Now by Larry Light in Forbes Magazine prompted me to get in touch with Nancy Prial, CFA, Co-CEO, and Senior Portfolio Manager at Essex Investment Management. Ms. Prial was ... Read More

Schwazze (SHWZ): Reports 4Q20 and Full Year Results

4Q Results. For the fourth quarter, Schwazze reported revenue of $7.9 million, an increase of approximately 139% as compared to $3.3 million during the same period in 2019 and a net loss of $8.5 million, or $0.21 per share, compared to a ... Read More

Virtual Road Show Series Replay - Allegiant Gold (AUXXF)

Exclusive corporate presentation by Allegiant Gold CEO Peter Gianulis followed by a Q & A session moderated by Mark Reichman, Noble's senior research analyst. Recorded live March 25th, 2021. Watch The Replay

Esports: Show me the Money!

The pandemic has had both a positive and negative impact on esports and live-streaming markets. One positive result of lockdowns is they produced a spike in viewership across streaming platforms; more people at home allowed for an acceleration of ... Read More

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