Deep Value Micro Cap With Lots Of NOLs And 150% Upside

Excerpt from the Stanphyl Capital letter to investors for the month of May 2018  discussing their long position in one micro-cap play. Stanphyl was profiled in the second edition of HVS and has had some of the best picks among all the funds we have profiled with 200%+ returns on some pitches. Teaser fror non subs followed by content for full members XXXXX, a designer and manufacturer of XXXXX for XXXXXX companies, XXXXX in August a solid Q4 for FY 2018, with revenue up X0.8% year-over-year (although they’d guided for even more, but based on the positive stock reaction no…