OYO Geospace Technologies Corporation (NASDAQ:GEOS)

CAPS Rating: 4 out of 5

Designs and manufactures instruments and equipment used in the acquisition and processing of seismic data as well as in the characterization and monitoring of producing oil and gas reservoirs.

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Member Avatar MikeMotley (< 20) Submitted: 12/24/2014 8:44:26 AM : Outperform Start Price: $26.91 GEOS Score: -0.87

My Screen for up and coming

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Member Avatar veredia2 (< 20) Submitted: 7/31/2014 8:02:26 AM : Outperform Start Price: $40.71 GEOS Score: -40.90

Solid ratios and growth number are there for this stock trading at its 52 week low. This stock is ready to grow and may be at a rapid pace.

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Member Avatar StudyofPatience (23.45) Submitted: 7/18/2014 1:45:57 PM : Outperform Start Price: $42.78 GEOS Score: -43.32

I have been following Geospace for the past few weeks, and believe it is worth a recommendation. Here is a brief list of what I have learned about the company.

In the most recent quarter, ending March 31st, Geospace not only saw revenue decrease, but margins contract as well. Many have pointed out that this is in part due to a contract postponement. This comes on the heels of the previous quarter, ending December 31st, looking very strong. Last year was a great year for Geospace, and the painful start to this year marks how volatile their earnings can be.

What I like:

Straight Forward Communication:
The company reports are written in a clear and understandable manor, I have not gotten the impression that management is in the habit of disguising bad results from their shareholders.

Management:
Many of the directors have been with the company since 1997, including the CEO, Walter Wheeler. At least three board members, including Mr. Wheeler, worked together at Ion Geophysical (IO) before starting at Geospace.

Increasing R&D:
Even though earnings were down this last quarter, research and development spending increased. Research and development has been steadily increasing for the past five years. (Five years was as far back as I looked).

No Debt:
With the probability of rising interest rates in the next few years, it is worth noting whether companies have fixed or variable loan agreements. Geospace has a variable rate agreement, however, I am not aware of any plans to take on debt.

Fundamentals:
Price to earnings, yes when looking at the last twelve months the PE looks very low. But earnings for 2014 will almost certainly be lower than last years. That said, even if earning return to levels similar to 2011 and 2012, the forward PE would still be in the teens. (Certainly I hope for earnings in line with last years to return.)

On a price/book basis Geospace also looks reasonable. In the neighbourhood of 1.8x when subtracting goodwill from equity.

Concerns:

Insider ownership:
Despite the fact that many of them have been with the company for over a decade, the directors seem to own relatively few shares. Most of us are looking for managers who think like owners. I would feel more confident recommending this stock if the companies directors held larger positions themselves.

Cash flow:
Alex Planes (TMFBiggles) take a good look at this in his article, "Is Geospace Technologies Corp Destined for Greatness?"

http://www.fool.com/investing/general/2014/07/09/is-geospace-technologies-corp-destined-for-greatne.aspx?source=itxsitmot0000001&lidx=3

Exposure to Volatile Regions:
In particular to Russia and Columbia. I am still trying to get a better grip on how significant these regions are to the success of the company.

“Our consolidated balance sheet at March 31, 2014 reflected approximately $11.2 million and $1.1 million of net working capital related to our Russian and Colombian operations, respectively.”- 10-Q p22

Summary:

I am not without concerns, however, the current market pessimism surrounding this company seems excessive to my eye. It may turn out to be a good long term hold. Regardless of the company's future performance, I expect to learn along the way!

To my fellow Fools watching this stock, please offer your input if you notice red flags I am missing, or if I just plain have things wrong. I am not afraid of making mistakes as long as I learn from them.

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Member Avatar jonnythekay (21.07) Submitted: 7/14/2014 3:46:41 PM : Outperform Start Price: $45.16 GEOS Score: -46.33

long term play

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Member Avatar TMFFlygal (99.45) Submitted: 7/7/2014 11:43:46 PM : Outperform Start Price: $51.18 GEOS Score: -53.50

Stock got crushed on loss of a major order. But if it is only delayed??

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Member Avatar 2win (< 20) Submitted: 5/9/2014 7:54:48 PM : Outperform Start Price: $50.36 GEOS Score: -57.35

finviz screen, for low-debt, big dip, stocks to bounce

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Member Avatar AnsgarJohn (97.93) Submitted: 4/29/2014 2:00:13 AM : Outperform Start Price: $59.86 GEOS Score: -66.53

Geospace Peter Lynch value over $100 http://www.gurufocus.com/stock/GEOS

High level of short interest with still high days to cover. Recent sell off related to 8K detailing potential delay in $30 million SGS order. If totally lost, this would represent 10% of $300 million yearly sales (if flat growth YoY from 2013). Looks like over-reaction and potentially materially undervalued based upon historical growth.

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Member Avatar csqrd (< 20) Submitted: 4/28/2014 2:18:04 PM : Outperform Start Price: $59.28 GEOS Score: -66.99

The current price dip looks like a good opportunity to get in. Very strong return on assets and no debt. The management team appears to have done very well through other ups and downs, there's no reason to believe that the delay of a single contract is going to push them off the rails.

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Member Avatar jtallenmd (99.54) Submitted: 4/26/2014 3:42:13 PM : Outperform Start Price: $59.60 GEOS Score: -67.05

Estimated Intrinsic Value of

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Member Avatar WCWlooky (22.30) Submitted: 2/9/2014 6:22:06 AM : Outperform Start Price: $71.19 GEOS Score: -78.45

Lot of swing on this thing. Try to catch on the down side.

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Member Avatar peled111 (31.66) Submitted: 10/1/2013 10:46:47 AM : Outperform Start Price: $84.75 GEOS Score: -91.77

low price

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Member Avatar rknapton (< 20) Submitted: 8/6/2013 7:35:50 PM : Outperform Start Price: $77.34 GEOS Score: -88.64

Long. Seismic data equipment for oil and gas. $960M company is trading at 17x ttm, 11x fye earnings. Growing fast. Revs up 36%, Earnings up $47%. Revs up to $191M 2012 from $172M, $128M previous 2 years. No debt to speak of. A PEG of just .34 and 16% of shares short, this growth story could be a big winner.

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Member Avatar jamesjudd (20.14) Submitted: 5/5/2013 1:33:04 PM : Underperform Start Price: $92.02 GEOS Score: +100.02

Earnings miss, p/e

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Member Avatar Kyluc88 (< 20) Submitted: 3/12/2013 7:30:39 AM : Outperform Start Price: $110.88 GEOS Score: -109.59

This fine company produces seismic sensors for geological research - e.g. for gas fields deeps under Earth surface etc. Well run, low debt, rapidly expanding.

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Member Avatar Falcon1963 (30.63) Submitted: 5/17/2011 9:50:05 PM : Outperform Start Price: $42.37 GEOS Score: -93.35

Financials look good. After last quarters earnings, how can this stock not be undervalued.

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Member Avatar HardnoseDotCom (68.81) Submitted: 4/25/2011 1:31:30 PM : Outperform Start Price: $47.67 GEOS Score: -99.95

low PEG, strong price uptrend

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Member Avatar wakefier (52.23) Submitted: 9/10/2010 11:06:41 PM : Outperform Start Price: $23.98 GEOS Score: -73.68

Energy stocks won't stay down forever

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Member Avatar bartleyrc (79.41) Submitted: 8/6/2010 4:20:37 PM : Outperform Start Price: $26.76 GEOS Score: -84.70

Demand for monitoring old offshore oil wells will increase regardless of whether or not the drilling moritorium remains.

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Member Avatar face2thehighfog (74.68) Submitted: 9/19/2009 10:08:51 AM : Outperform Start Price: $13.63 GEOS Score: -0.66

lots o' people rated it

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Member Avatar aordinaryguy (68.27) Submitted: 9/11/2009 5:50:18 PM : Outperform Start Price: $9.85 GEOS Score: +64.81

I think this one is being punished by the market and may take some time to rebound. But will definately outperform in the long run.

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