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...

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