Weekly peer review
What moved and what went quiet. Monday morning.
How we get your company heard.
Every panel below is live. Click through it.
1Put your story in front
Put your story in front
of the right investors.
Funds that own your peers and not you, ranked by fit.
Investor targetsMeridian Grid SystemsUpdating
Holds 1+ peer · under $3B
FundFitStatus
- Why this fund
- Holds three of your closest peers
- Added to the sector four quarters running
- Average position fits your float
Met Sep 16Draft introBook meeting
48Targeted
31Contacted
9Replied
6Meetings
2Say the right thing
Say the right thing
to each investor.
Each kind of investor hears what matters to them.
Investor messagingBuilt from your filings, calls and their holdings
Investor type
Small-cap value4 investors · 2 meetings · Boston roadshow, Sep 16
Fit92/100
Key message
Strong free cash flow at a discount to peers.
Value investors screen on cash generation and balance sheet first. Lead with cash flow, then the case for a re-rating.FCF yield9.4%vs 4.1% peer median
Net cash18%of market value
Buybacks6.2%of shares, last 12 months
- Priorities for excess cash
- What a re-rating needs to see
- Insider ownership
Leave outTAM expansionPlatform strategy
3Know every fund
Know every fund
before you walk in.
One page on every fund in the room.
Mid-cap industrials conference · Tue
Halvard Park CapitalDana Whitcombe, portfolio manager
- Assets
- $1.9B
- Names held
- 63
- Avg. position
- $28M
Holds your peers
- Aldercrest PowerAdded 18%
- Norrland ElectricHeld
- Voltmere GridTrimmed 6%
Likely to ask
- Why margin held while peers slipped
- Capex phasing on the Ohio plant
- What a re-rating needs to see
Last touchMet our CFO at the Q1 conference. Asked for the backlog bridge.
4Walk into earnings
Walk into earnings
rehearsed.
Every figure sourced. Then rehearse against your analysts.
Q3 earningsCall Thu 9:00 ET · T-2 days4 of 5 done
Simulated · Tallowmere Securities style
“Book-to-bill dipped under one. Timing, or are utilities slowing orders?”
Score86
Clear. Cite the two July awards by name.
- Revenue$84.2MClose package, P&L
- Gross margin41.8%Release, table 2
- Adj. EBITDA$15.9MClose package, bridge
- Backlog$212MManagement estimate
5The answer on screen
The answer on screen
as the question lands.
The figure, the answer and the source, on any call.
Live · 26:52Q3 earnings call · Q&A
- Tomas Achebe · Farrowby & Co.Book-to-bill dipped under one. Is that timing, or are utilities ordering less?
- Mei Okafor · Brandt KesslerWhere does capex land for the year, and is the Ohio ramp still on schedule?
- Rhea Lindqvist · Tallowmere SecuritiesGross margin was up 140 basis points. Is that mix or pricing, and does it hold?
Krypton · on top
Being asked now
41.8%Gross margin, Q3+140 bps on Q2
Two-thirds mix, one-third pricing. Q4 guided flat to up 50 bps.
Against your peers
You41.8
Peer median38.6
Aldercrest Power39.1
Norrland Electric36.2
Macro backdrop
Release, table 2 · Q&A bank #1410Y Treasury4.21%+9 bps since Jul 1Lithium carbonate−18%YTD, cost tailwindUtility capex+12%2026 outlook
Up next
The work that keeps moving.
All four run on public record, and each is reviewed before you see it. How we handle data
Halvard ParkCedar LoomOriel Bay
Ownership and 13F monitor
Additions, exits and position changes. Each filing window.
VestSellCFO buys 12k
Insider and Form 4 watch
What was bought, sold or vested. On filing.
Your storyPeersOther
News and narrative watch
What the market is being told, and by whom. Weekly.