TSSI And CSBR Showed What Early Bullish Signals Can Become. Now, PPIH, CURI & KEQU Are Flashing Signals [GeoWire Weekly No. 182]

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Highlights Does CURI Make The Cut: After an evaluation of its growth, dividend, and tariff-free positioning, our strong opinions lead to an unsurprising outcome. KEQU’s Domestic Advantage: We revisited Kewaunee Scientific Corporation (NASDAQ:KEQU), highlighting how its U.S. manufacturing could benefit from a tariff-heavy environment. Open Forum Launchpad: April’s Open Forum laid the groundwork for new biotech research, quant integration, and sentiment tools like the Zombie Index. Tariffs, Tech, Tactical Growth, and a Partial Asset Sale: Four companies – (Firan Technology Group Corporat (OTC:FTGFF) (FTG.TO), Perma-pipe International (NASDAQ:PPIH), Lakeland Industries, Inc. (NASDAQ:LAKE), Phonex Holdings, Inc. (OOTC:PXHI) showed how different strategies—from geographic diversification to SaaS pivots—are navigating current market conditions. Namesilo Technologies Corp. (OOTC:URLOF) (URL.CN): Our Skull Session with CEO Paul Andreola detailed the company’s inflection into profitability, domain scale, and future capital deployment strategies. Quant Collab Kickoff: We are laying the groundwork for our hybrid investing initiative with quant analysts Andreas Himmelreich and Kurtis Hemmerling to enhance alpha and risk management. $15K Stock Contest In Our Pipeline:: A new challenge is live to keep investors engaged, with prizes for peak performance. While Biotech Remains a Minefield, We’ve Brought in a Specialist to Navigate It: A newly added biotech analyst is helping us separate hype from reality through deep-dive validations of company claims, pipelines, and competitive positioning.

4/9/2025 Collab Kickoff With Quant Analysts Dr. Andreas Himmelreich and Kurtis Hemmerling

In a recorded podcast session I couldn’t wait to host, I had the pleasure to “break ground” with Quant Analysts Dr. Andreas Himmelreich and Kurtis Hemmerling, who have joined the team to help find additional alpha hiding in GeoInvesting’s world of stock picking and the MS Microcap Quality Index (MSMqi). Full breakdown available soon.

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KEQU: Tariff Tides May Lift Domestic Boats

We circled back to Kewaunee Scientific Corporation (NASDAQ:KEQU) this week, pounding the table on our belief that the stock’s tariff/DOGE cuts induced pullback is completely unwarranted. While recent NIH funding cuts, which we already put to bed, stirred market concern, my follow up rant focused on tariffs.

 

Like MUEL, PPIH is thought of as a value trap by investors due to past problems management had in growing the company. That’s why it’s selling at such a low P/E. If we’re right, PPIH might experience an increase in its P/E, as the value trap moniker slowly evaporates if the company can prove that the past is, well…in the past. 

LAKE: A Messy Quarter, But Bullish Guidance

Lakeland Industries, Inc. (NASDAQ:LAKE)’s Q4 revenue increased to $46.6M from $31.2M, and adjusted EPS increased from -0.03 to $0.28. 

Management is still working through multiple acquisition integrations (Veridian, LHD, Jolly Scarpe, Pacific Helmets), while also dealing with tariff disruptions and shifting production between China, Vietnam, and its new U.S. plants. 

The good news is that LAKE still expects FY26 revenue of $210–$220 million and adjusted EBITDA of $24–$29 million vs. $167.2 million and $17.4 million, respectively in 2025. LAKE’s exposure to recession-resistant verticals is also encouraging. 

PXHI: Going All In On Asset Light (SaaS) Growth

Phonex Holdings, Inc. (OOTC:PXHI) officially completed the sale of 79.5% of its We Sell Cellular division to ITOCHU Corporation, a deal originally flagged back in February. 

With that transaction now closed, the company is doubling down on its recurring revenue Service as a Software (SaaS) pivot, shifting its energy toward PhoneX Connect—a cloud-based B2B platform for global device resale. CEO Nick Raman didn’t mince words: 

“This transaction represents a pivotal moment for the company.” 

We agree. PXHI has always had an intriguing growth story, but the transition away from a hardware-heavy, margin-capped business into a scalable, SaaS-driven model has us very excited right now.

We’re watching closely to see if this becomes a classic Geo-style growth inflection story​. If the business ends up being a high growth, high margin business, valuation multiples could materially expand by several times the current valuations.

URLOF (URL.CN) Skull Session with Company’s CEO, Paul Andreola

In our 4/8/2025 Skull Session fireside chat with Paul Andreola, the CEO of Namesilo Technologies Corp. (OOTC:URLOF) (URL.CN), we covered much more than just the basics of the company. From capital allocation strategy to the role of AI in the domain name registration industry, Paul laid out a clear case for why the company may be hitting its stride.

Based on the conversation, we’ve assessed the key takeaways for those looking to dig deeper into NameSilo’s business model, growth trajectory, and what sets it apart in a crowded domain space. Full breakdown available soon.

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~ Maj Soueidan, Co-founder, GeoInvesting

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The post TSSI And CSBR Showed What Early Bullish Signals Can Become. Now, PPIH, CURI & KEQU Are Flashing Signals [GeoWire Weekly No. 182] appeared first on GeoInvesting.

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