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Earnings from BIRMF MUEL HMFAF + A Q&A Skull Session with Tim Isgro on Investing Lessons from Great Investors [GeoWire Weekly No. 264] | 38 Microcap Earnings Reports

Sunday, November 8, 2026 15:49
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Special Excerpt

Last week was a busy one for microcap earnings reports. Along with 17 companies from our model portfolio and Research Screen universe, we also found additional stocks to add to our potential research pipeline based on their strong earnings reports. These included Clarus Corporation (NASDAQ:CLAR), Docebo Inc. (NASDAQ:DCBO), Diodes Incorporated (NASDAQ:DIOD), Entravision Communications Corp (NYSE:EVC), and 21 other stocks.

It was also nice to see Mueller (paul) Co. (OTCID:MUEL) bounce back with a strong quarter as we wait for a second multibagger move, particularly as the company begins benefiting from the reshoring of U.S. pharmaceutical manufacturing back to the United States.

Another major development this week was Hammond Manufacturing Company L (OOTC:HMFAF) (TSX:HMM-A) announcing a significant manufacturing capacity expansion alongside record quarterly financial results.

Additionally, Tim Isgro of The Owner’s Memo was my latest guest on our new Q&A-style Skull Session. He discussed his work studying the investments of some of the world’s greatest investors, including Li Lu, Mohnish Pabrai, and Eddie Lampert. With markets pulling back, it’s a great time to reflect on the habits of some respected investors. Tim also shares a few of his favorite stocks.

More details inside…

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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).

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.

Stocks discussed at Geoinvesting last week: 

Feature: Skull Session with Tim Isgro of The Owner’s Memo

Earnings: MUEL TATT CMT SYRA HMFAF (TSX:HMM-A) FTEK CXDO BIRMF (TSXV:BRM) FACO ACFN

Updates: RFIL KEQU BIRDF (TSX:BDT) FTGFF (TSX:FTG) BOF

InfoArb Tear Sheets: AEHR NSSC TATT EBS III GAIA SGHC TAC (TSX:TA) LGIH FTK LMB CXDO CMT FTEK KTCC CAI TREX TPC LEU XPEL TASK MLR KE LSAK PMTS MTRX AUDC

On our most recent Q&A Skull Session, Tim Isgro of The Owner’s Memo discusses his work studying the investments of some of the world’s greatest investors, including Li Lu, Mohnish Pabrai, and Eddie Lampert.

A big part of our conversation focused on what we can actually learn from these investors by going back to the original research and understanding what they knew when they made their decisions. We also discussed how Tim approaches his own investment research today and how his work on historical investments has shaped the way he looks at opportunities in the market.

Tim also shares some of the investment ideas he’s been researching lately, offering a glimpse into how he approaches opportunities as a fundamental investor.

Read the full written Q&A with Tim Isgro 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.

Mueller (paul) Co. (OTCID:MUEL) (stainless steel processing equipment) (Press Release Link) (Morning Email Link)

MUEL delivered a strong quarter, supported by higher sales and a sequential increase in backlog. The company continues investing in capacity and staffing. However, Q4 could face a tougher profitability comparison, as the year-ago quarter generated $94.1 million in revenue at a higher gross margin of 34.1%.

Tat Technologies Ltd. (NASDAQ:TATT) (aerospace solutions and services) (Press Release Link) (Morning Email Link)

TATT reported record quarterly revenue and EBITDA. Auxiliary power unit repair revenue increased 34%, and Honeywell parts distribution revenue rose 85%, while lower-margin landing gear repair revenue declined 45%. Backlog decreased from $615 million to $577 million.

Core Molding Technologies Inc (NYSE:CMT) (molded composite products) (Press Release Link) (Morning Email Link)

CMT exceeded analyst earnings estimates. The company reaffirmed its full-year sales growth guidance of flat to 5% and gross margin guidance of 16% to 17%, while continuing to expand its manufacturing operations in Mexico.

Syra Health Corp. (OTCQB:SYRA) (healthcare solutions) (Press Release Link) (Morning Email Link)

SYRA reported continued revenue growth and record gross margin while maintaining its full-year profitability objective. HealthSync also advanced Accountable Care Organization (ACO) recruitment following Syrenity’s approval for the CMS ACCESS Model.

See our conversion with CEO Greg Alexander from June 2026 here.

Hammond Manufacturing Company L (OOTC:HMFAF) (TSX:HMM-A) (electrical enclosures) (Press Release Link) (Morning Email Link)

HMFAF announced a major manufacturing capacity expansion alongside record quarterly financial results. The company approved an additional C$87 million investment for a new 160,000-square-foot manufacturing facility in Fergus, Ontario, and modernization of its Guelph operations. Combined with its previously announced Palmerston expansion, these projects are expected to add at least C$200 million in annual revenue capacity once fully utilized. The Palmerston facility is scheduled for the second half of 2027, followed by Fergus in 2028 and Guelph upgrades in 2029.

Fuel Tech, Inc. (NASDAQ:FTEK) (air pollution control) (Press Release Link) (Morning Email Link)

FTEK reported year-over-year revenue growth, mixed earnings performance, and an increase in its Air Pollution Control (APC) backlog. Newly appointed CEO Ramesh Nuggihalli outlined plans to pursue opportunities in data center power infrastructure, water treatment, and acquisitions.

Crexendo, Inc. (NASDAQ:CXDO) (cloud communications) (Press Release Link) (Morning Email Link)

CXDO continued expanding through acquisitions and broader platform adoption. Integration of ESI is progressing, alongside development of its NetSapiens Flow platform and CAIRO offering, with meaningful CAIRO revenue now expected in the second half of 2027.

Biorem, Inc. (OOTC:BIRMF) (TSXV:BRM) (air pollution control systems) (Press Release Link) (Morning Email Link)

BIRMF delivered higher earnings and maintained a substantial order backlog. Project execution continued to improve, while construction margins remained favorable. The big KPI we continue to monitor is growth in service revenue so that eventually its quarterly financial results will become less dependent on more volatile project revenue.


First Acceptance Corp. (OTC:FACO) (non-standard auto insurer) (Press Release Link) (Morning Email Link)

FACO reported weaker underwriting results, with its combined ratio rising to 96.0%, amid consumer affordability pressures and greater macroeconomic uncertainty. The insurer continues to prioritize disciplined underwriting and capital management in the challenging market environment.


Acorn Energy, Inc. (NASDAQ:ACFN) (remote equipment monitoring services) (Press Release Link) (Morning Email Link)

ACFN reported modest revenue growth and completed an acquisition. Initial hardware shipments have begun under its Champion Power Equipment partnership, while OMNI360 cell tower monitoring deployments remain in the proof-of-concept stage. The company continues to target potential average annual revenue growth of 20% over the next three to five years. Quite honestly, we’re a little disappointed in the pace company’s progress.

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


Rf Industries, Ltd. (NASDAQ:RFIL) (interconnect products and cable systems) (Morning Email Link)

RFIL’s direct air cooling (DAC) products are being marketed for data center applications through an authorized distributor, Accu-Tech. The distributor is also directing prospective projects to its sales representatives, creating another potential sales channel for RFIL’s cooling products. 

We’re interested in this development because we are really excited about the scaling opportunity of the DAC Product offering. It also helps validate the opportunity. If we’re right, this is a sleeping giant opportunity that the market just doesn’t see yet. Remember, DAC comes with much higher margins than the company’s current business lines.

Kewaunee Scientific Corporation (NASDAQ:KEQU) (laboratory furniture) (Press Release Link) (Morning Email Link)

KEQU announced an agreement to acquire Nycom, described as the largest laboratory dealer in the United States. Management expects the acquisition to broaden its offerings and strengthen its North American customer relationships, combining laboratory products with design and installation capabilities. 

Bird Construction Inc. (OOTC:BIRDF) (TSX:BDT) (construction contractor) (Press Release Link) (Morning Email Link)

BIRDF announced more than C$1.1 billion in new project awards and multiyear agreements, including industrial maintenance renewals with six existing customers extending up to five years. Additional awards covered electrical services for an Alberta healthcare redevelopment, public infrastructure projects in British Columbia, nuclear construction in Ontario, and renewable energy projects. The contracts expand the company’s backlog while increasing its base of recurring industrial maintenance work. 

Firan Technology Group Corporat (OTC:FTGFF) (TSX:FTG) (printed circuit boards) (Press Release Link) (Morning Email Link)

FTGFF secured a contract worth more than C$15 million for circuit boards used in an anti-jamming navigation, positioning, and timing system. The award was won by its Toronto facility, with delivery expected over nine months, supporting efforts to expand business at non-U.S. facilities and diversify geographic revenue exposure.

Branchout Food Inc. (NASDAQ:BOF) (dehydrated fruit & vegetable snacks) (Press Release Link) (Morning Email Link)

Branchout Food Inc. (NASDAQ:BOF) achieved record October production of 71,400 kilograms, approximately 30% above its estimated monthly cash operating breakeven level. At an average revenue of $36 per kilogram, this equates to an annualized revenue run rate of approximately $30 million, not a revenue forecast. Higher output was driven by actual customer orders and is expected to remain near current levels. Additional preprocessing capacity and a second 120-kilowatt REV machine support the longer-term target of 90,000 to 100,000 kilograms per month.

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 between Earnings Calls and press releases. The goal is to profit from price movements as investors begin to uncover these hidden clues.

We call these tear sheets “Delta Sheets,” with Delta representing change. Stocks highlighted in green represent our top ideas of the week based on their current prices. Those highlighted in green represent our top ideas of the week, given the current price. For now, you can access these sheets through the substack we created to showcase them 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. We highlight stocks in green that we think are the most interesting at current prices.

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 (November 2, 2026 – November 6, 2026)

  • Top 10 Losers – Weekly (November 2, 2026 – November 6, 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

email-iconPremium Emails Sent During The Week

11/02/2026 – Maj Beyond the Markets; AEYE’s Confident Outlook; MUEL and TATT Deliver Strong Q3 Results; RFIL’s Data Center Opportunity

11/03/2026 – CMT Beats Q3 Estimates as Sales Surge 54%; SYRA Reports 52% Revenue Growth and Record Gross Margins

11/04/2026 – Q3 Earnings Roundup: HMFAF & BIRMF Surge, FTEK Backlog Builds, CXDO Delivers Growth, FACO Weakens

11/05/2026 – BIRDF and FTGFF Win Contracts; ACFN Weak Q3 Results; Several Earning Reports Highlighted

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The post Earnings from BIRMF MUEL HMFAF + A Q&A Skull Session with Tim Isgro on Investing Lessons from Great Investors [GeoWire Weekly No. 264] | 38 Microcap Earnings Reports appeared first on GeoInvesting.


Source: https://geoinvesting.com/earnings-from-birmf-muel-hmfaf-a-qa-skull-session-with-tim-isgro-on-investing-lessons-from-great-investors-geowire-weekly-no-264/


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Before It’s News® is a community of individuals who report on what’s going on around them, from all around the world. Anyone can join. Anyone can contribute. Anyone can become informed about their world. "United We Stand" Click Here To Create Your Personal Citizen Journalist Account Today, Be Sure To Invite Your Friends.


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