John Leonard, CFA
Special situations, micro-cap, contrarian, CFA

Sutron Is Attractive Due To A Fundamental Misunderstanding Of Its New Business Model

Company overview

Sutron (NASDAQ:STRN) sells hydrological, meteorological, air quality and oceanic real-time data collection and control products, systems, software and services.

Source: Company presentation

STRN is no longer just a "tsunami warning stock"

If there is a dramatic corporate evolution but no investor following due to a small market cap, low institutional ownership and lack of analyst coverage, does the market even notice? Apparently not as the stock trades near a three-year low. Although STRN is still viewed as a play on tsunamis, up until about two years ago this label may have been more accurate.

However, as a result of two key acquisitions and continued internal growth, STRN has expanded beyond this niche market. In May...

Join Seeking Alpha PRO to read this archived article and 11,574 other archived articles
FREESA PRO MEMBERS
IDEA GENERATORXExclusive access to 10 PRO ideas every day
INVESTING IDEAS LIBRARYXExclusive access to PRO library of more than 15,000 ideas
SECTOR EXPERT NETWORKXExclusive access to all sector experts for direct consultation
PERFORMANCE TRACKINGXTrack performance of all PRO stock ideas
PROFESSIONAL TOOLSXProfessional Idea Filters to zero-in based on industry, market cap and more
"In just the first month of using PRO, I used it to generate two ideas which were actionable for me. As a result of these two positions, I have earned more than 20 times the annual subscription costs for PRO."Michael Yagemann, Greenbridge Capital
"I am pleasantly surprised with the scope of small and mid-cap coverage PRO offers. You can't find that any where else."Patrick Rice, Mainstay Capital Management
You may cancel at any time for any reason, and receive a prompt refund for membership on months paid and not used (max. 6 months). Details