RT BSCN (@BSCNews)👑 LUCIC — A New Contender on the BNBChain 🚀$LUCIC positions itself as more than just a token on the BNBchain.Its design focuses on transparency and sustainability, aiming to contribute to the broader BNBChain ecosystem.⚡️ Transparent foundation — fully open smart-contract commits.🔗 On-chain clarity — verifiable transparency systems.🎨 NFT integration — LP-driven mechanisms designed to reward contributors.🔥 Deflationary model — 1.37M LUCIC permanently burned in a black-hole wallet.💥 Supply d ...

Core Insights - The article introduces Abhishek Ranawade as a new contributing analyst for Seeking Alpha, emphasizing the platform's openness to independent investment ideas [1] - The analyst has over four years of experience in global equities, focusing on deep fundamental research and long-term investment strategies [2] - The analyst's expertise includes identifying undervalued businesses and sectors undergoing structural changes, with a particular interest in chemicals, specialty manufacturing, industrials, energy transition, and technology-driven businesses [2] Analyst Background - The analyst combines bottom-up fundamental analysis with top-down macroeconomic context, utilizing financial statement analysis, competitive landscape mapping, and qualitative assessments of management quality [2] - The analyst holds a Bachelor's degree in Business Administration with a specialization in Finance and has passed the CFA Level I exam [2] - The goal of the analyst's writing is to provide independent, well-researched investment ideas that assist investors in navigating complex markets [2] Seeking Alpha's Position - Seeking Alpha clarifies that past performance does not guarantee future results and that no specific investment recommendations are being made [4] - The platform highlights that its analysts are third-party authors, which may include both professional and individual investors who may not be licensed or certified [4]

Core Viewpoint - Optex Systems Holdings, Inc. experienced a decline in share price of 8.5% following its earnings report for the quarter ended June 29, 2025, contrasting with a 1.2% gain in the S&P 500 index during the same period [1] Financial Performance - The company reported earnings per share of 22 cents, an increase from 18 cents in the prior-year quarter [1] - Revenues reached $11.1 million, reflecting a 22.6% increase from $9.1 million a year earlier [2] - Net income was $1.5 million, up 19.7% from $1.3 million in the same quarter last year [2] - Operating income rose 18.3% year over year to $1.9 million [2] Key Business Metrics - Gross profit for the quarter was $3.2 million, a 10% increase from the prior-year quarter, although gross margin decreased to 28.5% from 31.8% due to changes in product mix and cost dynamics [3] - Adjusted EBITDA increased by 15.7% to $2.1 million [3] Working Capital and Cash Flow - Working capital was reported at $19.4 million, up from $15.1 million at the end of fiscal 2024 [4] - Operating cash flow for the first nine months was $5.4 million, supported by improved net income and favorable working capital adjustments [4] - Cash on hand was $4.9 million at the quarter's close, with no outstanding borrowings on the revolving credit line [4] - Accounts receivable totaled $4.1 million, expected to be collected in the fourth quarter [4] Management Commentary - CEO Danny Schoening described the quarter as "record-breaking" for revenues, highlighting the company's commitment to operational excellence and customer support [5] - The CEO credited new program wins in both domestic and international markets as evidence of Optex's growing industry presence [5] - Management emphasized a focus on sustaining growth momentum through continued investment in innovation and customer value creation [5] Factors Influencing Results - Revenue growth was driven by higher periscope production at the Richardson, TX facility and increased customer demand across both Optex Richardson and Applied Optics segments [6] - The decline in gross margin was primarily due to product mix changes, partially offset by volume-driven profit gains [6] - The company sources most of its defense products domestically, which mitigates risks from tariffs or supply chain disruptions [6] Backlog and Future Orders - The backlog stood at $38.3 million at quarter-end, down 16% year over year, but subsequent contract wins increased it to $45 million as of August 5, 2025 [7] - New contracts included a $10.2 million five-year contract for optical sighting systems, a $2.8 million order for the XM30 program, and a $1.6 million order for laser filters [7] Other Developments - The company's new awards during the reported quarter expanded its footprint in domestic and international defense markets, supporting revenue visibility in future periods [8]

I I did a due diligence on a space-based data center about a month ago, right? A bunch of a bunch of people from companies you've heard of before are starting to put a redundant data center in space. I'm like, what are we what are we what are we doing? Welcome to Warrior Money, the show devoted to supporting our brothers veterans. I'm Patrick Mur and I'm Dan Coons. Today we are looking at aerospace, one of the most critical sectors in our economy and national security and how it's going to relate to you. Wh ...

RT BSCN (@BSCNews)👑 LUCIC — A New Contender on the BNBChain 🚀$LUCIC positions itself as more than just a token on the BNBchain.Its design focuses on transparency and sustainability, aiming to contribute to the broader BNBChain ecosystem.⚡️ Transparent foundation — fully open smart-contract commits.🔗 On-chain clarity — verifiable transparency systems.🎨 NFT integration — LP-driven mechanisms designed to reward contributors.🔥 Deflationary model — 1.37M LUCIC permanently burned in a black-hole wallet.💥 Supply d ...

Awards & Recognition - Forbes 2025 50 Over 50 celebrates women who define innovation, drive, and hope [1] Social Media - ForbesOver50 campaign is promoted on Twitter via @ForbesWomen [1]

Industry Transformation & Adaptation - Traditional planning and stability models are being challenged by rapid technological advancements [3] - 85% of the jobs in 2030 do not exist today, highlighting the need for future-oriented strategies [3] - The average lifespan of a company has decreased from 60 years to 20 years, indicating a radical shift in business rules [4] - Many companies struggle to initiate change, clinging to past successes that are no longer relevant [5] Challenges & Obstacles - Companies are often built for stability, not change, optimized for long-term planning, control, and efficiency [7][8] - The problem is not technology or the market, but the mindset and people within companies [15] - Employees and decision-makers within a company are the biggest obstacles to transformation [15] - The "status quo bias" leads companies to underestimate new opportunities and resist change [17] Strategies for the Future - Companies must transform into flexible networks that can collaborate temporarily and facilitate rapid information flow [20] - Decision-making should occur where it has the most impact, not at the top of a hierarchy [21] - Less control and more trust in people are needed, along with a culture that embraces mistakes [22] - Leadership should empower individuals to develop their abilities for the benefit of themselves and the company [23] - Successful companies will be those that can best react to changes, not those that plan the best [21]

Growing up in Nigeria, I witnessed the ecological devastation caused by oil spills across the country. And this led me after my first degree in the sciences to work with the Nigerian National Petroleum Corporation, NNPC. This is the state-owned company that is responsible for the production, exploration, and marketing of petroleum products.During that time, I served a team that was remediating oil spills across the country. And I realized the role that microbiology could play in the remediation of oil spill ...

👑 LUCIC — A New Contender on the BNBChain 🚀$LUCIC positions itself as more than just a token on the BNBchain.Its design focuses on transparency and sustainability, aiming to contribute to the broader BNBChain ecosystem.⚡️ Transparent foundation — fully open smart-contract commits.🔗 On-chain clarity — verifiable transparency systems.🎨 NFT integration — LP-driven mechanisms designed to reward contributors.🔥 Deflationary model — 1.37M LUCIC permanently burned in a black-hole wallet.💥 Supply dynamics — reduced ...

Market Valuation & Economic Context - US stock market capitalization has reached 211% of the US GDP, doubling the size of the US economy [1] - The S&P 500 tech sector's price-to-sales ratio has hit a record high of 10x, surpassing the 780% peak of the 2000 dot-com bubble [1] Investment Strategy & Market Outlook - The market presents a mixed landscape with overvalued, undervalued, and fairly valued companies [3] - Investors need to be nimble to identify companies that can capitalize on technological opportunities [3] - Innovation age brings volatility, offering opportunities for investors who can clearly foresee future trends [4] Emerging Technologies & Investment Themes - Key areas of innovation include artificial intelligence, Bitcoin, stable coins, machine learning, defense, space, genetics, rockets, and drones [4]