Been eyeing this stock for a while now and haven’t heard anyone really mention it. A superconductor/transformer company operating in US and globally (USA + LATAM biggest market but decent chunk of operation for renewables in India/SEA). P/E of 10, FCF of $25M and $400M backlog
HTS demand seems to be increasing with renewables/urban grid integration for data centers + extraneous (military/magnetics). Understand the HTS might not be the cheapest for large scale infrastructure but even the SMR/urban market should be enough + renewing of these significant naval contracts for amsc
Their overall margin has been pinched by this Brazil acquisition recently but this seems to be temporary.
Feels oversold, want to make a decent position but let me know what I am missing?