One Of Our Fave Aerospace Stocks Reports Blowout Numbers + A Steel Fabricator Lands Major Hydroelectric Contracts [GeoWire Weekly No. 261]

Spread the love
If you are a premium member make sure you sign in to see All the exclusive content In This Issue.

This week’s Microcap Information Arbitrage Weekly Wrap-Up is ready — spotlighting the most important developments across our 1,500+ microcap coverage universe built since 2009, including high-impact earnings reports, information arbitrage discoveries, contract announcements, and model portfolio updates. We also highlight insights from our investor and CEO interviews (Skull Sessions).

MORE MICROCAP RESEARCH

See all emails sent during the week here.

As usual, we highlight the stocks we want to watch most in our big movers and losers list of the week, included at the end of this post.

Plenty of stocks hitting or approaching 52 week highs within our coverage universe, as the mini correction in tech and AI dominates the talk on “X” and in the financial media.

Here’s a look at some of them that you might recognize 👇

Stocks discussed at Geoinvesting last week: 

Feature Stock: No feature this week as we start looking for new opportunities in stocks falling for the wrong reasons over the past few weeks due to the AI correction. We’ll let you know if we find anything juicy. Within our current coverage universe, we still believe that drops in (Sign in or join today to reveal stocks)are unwarranted.

Earnings: SODI (blowout numbers)

Updates: ADFJF (TSX:DRX) (big contract)

InfoArb Tear Sheets: SOTK CMTL EDUC


***In case you missed last week’s Wrap-up, it’s available here***

Inside this Week’s Report: 

  1. Earnings Reports Worth Monitoring
  2. Business & Operational Developments
  3. Latest InfoArb Tear Sheets
  4. Coverage Universe Stats: Big Movers & Losers and New Highs & Lows

In this section of the weekly wrap-up, we provide the following to help you get caught up with what you might have missed during the week and a little extra:

  • A table summarizing all the earnings reports in the morning emails we sent to you throughout the week.
  • Important  “quick takes” that we provided in the morning emails. 
  • New commentary, when relevant, especially if we didn’t offer commentary on a particular stock in the earnings table that we think now is worth mentioning, or if we’ve added a stock to the table that we did not talk about during the week.


Solitron Devices, Inc. (OOTC:SODI) (military semiconductor) (Press Release Link) (Morning Email Link)

SODI reported higher quarterly sales and a return to profitability, with backlog reaching a new record. The company discussed potential multi-year orders and the timing of its next AMRAAM order.

You can read more on what we had to say about these companies at this link, where we archive all of our morning emails


Adf Group Inc. (OOTC:ADFJF) (TSX:DRX) (structural-steel fabrication) (Press Release Link) (Tweet Link)

Adf Group Inc. (OOTC:ADFJF) announced C$82 million in new contracts, primarily involving hydroelectric projects in Canada. Its largest award covers steel structure fabrication for a Western Canadian hydroelectric project, with work expected to begin in March 2027 and continue for nine months. Additional contracts in Quebec, Ontario, and Atlantic Canada are scheduled to begin primarily in December 2026, with work extending over the following 18 months. 

Backlog stood at a record C$693.7 million as of July 31, 2026, excluding the newly announced C$82 million in contracts.


In this section of the weekly wrap-up, we include links to new InfoArb Tear Sheets and, to save you time, highlight the stocks where we found the most compelling InfoArb. Those highlighted in green represent our top ideas of the week. For now, you can view these sheets on the substack we set up highlighting these or directly at infoarb.io.   


If you enjoy performing press release research or think you will see value in a tool that expedites your press release research process, you should check out a press release tool my team is building by going here.

A useful research resource for identifying potentially undervalued momentum stocks and beaten-down names that may rebound over time.

Weekly Top Gainers and Losers

These are the top 10 stocks with the largest overall gains and losses for the entire week.

  • Top 10 Gainers – Weekly (October 12, 2026 – October 16, 2026)

  • Top 10 Losers – Weekly (October 12, 2026 – October 16, 2026)

New 52-Week Highs and Lows

These are stocks that reached new 52-week highs or lows during the week.

  • New 52-Week Highs

  • New 52-Week Lows



GeoInvesting is a premier research platform for microcap investors, dedicated to uncovering high-potential stock ideas in undervalued companies across various sectors. With over 30 years of investing experience, GeoInvesting has covered more than 1,500 equities, providing often actionable proprietary research. The platform has been instrumental in identifying 200+ multibagger stocks, and offers investors exclusive access to over 600 management interview clips, allowing for deeper due diligence and understanding of the microcap stocks, many of which make it to market-beating premium Model Portfolios. Join the GeoInvesting community for the best stock research and microcap insights to help you stay ahead in the market. To learn more about our Premium Services, go here.. (https://geoinvesting.com/premium-research/)

The post One Of Our Fave Aerospace Stocks Reports Blowout Numbers + A Steel Fabricator Lands Major Hydroelectric Contracts [GeoWire Weekly No. 261] appeared first on GeoInvesting.

Leave a Reply

Your email address will not be published. Required fields are marked *