Powell Inds Inc POWL

$POWL *TRUMP TO UNVEIL $54 BILLION ALASKA LNG PLAN AMID MIDTERM WOES https://x.com/zerohedge/status/2105037601597952390?s=61&t=OAW8B_x2H8uheMjYgdPJAg

$POWL. earnings is key. Excellent balance sheet. Could do acquisition

New research on $POWL #sidotiresearch Read note: http://dlvr.it/TVZgS3 #investing #smallcap #microcap

$POWL $230 Calls AUG 2027 $9.6 Million

$AZIO $NVDA $POWL Some good cleaning up behind the scenes: 1. The Board deficiency has been resolved with the appointment of Larry Paige, filing dated yesterday, SEPT 14. 2. Following its recent corporate restructuring and high-profile merger with Envirotech Vehicles, the company appointed an excessive number of corporate executives. This oversaturation triggered an official deficiency notice because the bloated roster violated standard corporate governance or exchange regulations regarding board and management structures. The company swiftly resolved this deficiency on August 27, 2026, by having its Board of Directors remove four of the newly appointed Azio AI-affiliated officers (suspending the President's role and removing others). Because of this immediate corporate action, Nasdaq determined that the deficiency was fully remediated, and the matter is now officially closed. AZIO remains listed and in good standing on the Nasdaq Capital Market. SEPT 9.

$POWL My position is over two years old now. As I re-read the Q3 report I'm feeling very comfortable. With no debt, plenty of cash and cash flow and a whopper backlog these guys are in the driver's seat. Of note is the strength of the backlog in LNG and oil and gas. The only issue for the stock that I see short term is that the next catalyst, Q4 earnings, doesn't come until the beginning of November. But this is a stock to hold for children and grand-children. From the Q3 report: Michael Metcalf, Powell’s Chief Financial Officer, commented, “Our strong project execution levels, combined with our growing backlog(3) and its overall composition across our core end markets, make us confident that Powell will deliver another very strong year of financial results as we close out Fiscal 2026 and look ahead to Fiscal 2027. We expect that gross margins will maintain levels consistent to the trailing twelve months, while prudently adding capacity to support the acceleration in our backlog(3). The expansion of our Jacintoport fabrication yard is expected to be completed by the close of Fiscal 2026, and we anticipate production to ramp up as we leverage this additional capacity to support recent core industrial project awards. We are also evaluating greenfield capacity expansions incremental to our added leased capacity in Houston and Ohio, while prioritizing adequate returns and ensuring the optimal manufacturing footprint for Powell over the long term.” https://powellindustriesinc.gcs-web.com/news-releases/news-release-details/powell-industries-announces-third-quarter-fiscal-2026-results

$POWL From a post on the AGX board. They posted great quarterly results after the close today. Sentiment is lousy in the sector right now and the media is amplifying it but based on what the CEO of AGX said on their conference call...the facts on the ground say otherwise.

$POWL Gotta believe we are somewhere close to a bottom here and I do love me some bottoms.