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My interest in Orbital began when it was CUI Global and was primarily concerned with its disruptive natural gas monitoring and testing solutions based on its GasPT sensors.  However, after being delayed to the brink of bankruptcy by the U.K. and Italy, and making to herculean efforts to avoid diluting shareholders, management transferred control to new CEO James O'Neil, who aims to transform the businesses into a diversified energy & telecommunication services company.  This involved the sale of the data center power and gas businesses, followed by the acquisition of Reach Construction and many other dilutive transactions.  In the process the company name changed to Orbital Energy Group (symbol OEG) and then Orbital Infrastructure Group (symbol OIG). 

This section has become public since the original investment thesis is long gone and my own investments long ago transitioned to other natural gas companies, like GLNG and NFE, both of which are covered on the private subscriber side and have proven fabulously profitable.  Orbital stands as an example of how good companies and rational strategic moves don't always make good investments, and I think my analysis was appropriately cautious every step of the way.


Updates:
-2 pre-expiration news and trading notes17:05 19-Aug-22
+1 New Fortress Hydrogen agreement and other earnings follow up09:58 12-Aug-22
?2 Amsc 1Q22 schedule and more09:47 29-Jul-22
-1 Magnachip 2Q22 schedule and market finance notes10:16 26-Jul-22
+1 Akoustis DARPA contract and trading notes11:59 24-Jun-22
?1 charts, Kinetik financing framework, Vodafone news & more12:16 16-May-22
?1 MACom GaN-on-Si milestone, Himax follow-up and trading notes07:37 13-May-22
?3 Kinetik 1Q22 results09:43 11-May-22
-5 Google & other tangential earnings and other follow ups14:09 29-Apr-22
?2 New Fortress Gulf application complete & MACom DoD contract09:17 26-Apr-22
-2 market notes, ABB 1Q22 results, Westport & Nokia schedules10:28 21-Apr-22
+2 New Fortress, Himax, MACom 1Q22 schedules and more09:34 13-Apr-22
?3 Friday jobs preview and macro update08:36 01-Apr-22
?2 Yield considerations in a transitional market19:50 28-Mar-22
?2 Magnachip & PPL 4Q21 schedules, plus gas & India notes16:29 31-Jan-22
?1 first trading note of 2022 and website changes12:24 04-Jan-22
?1 NFE Norsk inked plus near and long term thoughts09:53 13-Dec-21
+1 spin offs, OMIBs, dividends, hydrocarbons, EVs and more09:07 08-Dec-21
+1 jobs and GRoDT news10:13 03-Dec-21
?1 Lumen secure remote work and other government matters06:22 03-Dec-21
?2 look ahead on a short week11:44 26-Nov-21
?2 market leverage and other news12:03 19-Nov-21
-3 Orbital 3Q21 results and Vodafone 1H22 schedule09:09 15-Nov-21
?2 currencies and weekly wrap10:17 12-Nov-21
+2 New Fortress 3Q21 results and more08:41 03-Nov-21
?2 BGC Corant closing, Telus 3Q21 and Amdocs schedules plus follow-up and look ahead21:55 01-Nov-21
?2 Nokia 3Q21 results, Orbital Full Moon terms, Intel OMIBs & trading notes01:40 28-Oct-21
?2 WFS 3Q21 schedule and plausible deniability09:29 26-Oct-21
?2 Golar financing, potential new utility addition and more15:45 30-Sep-21
+1 currencies, commodities and the market16:28 20-Sep-21
+1 crypto thoughts and the market13:06 08-Sep-21
-3 market leverage, Akoustis 2Q21 schedule and Orbital results14:15 16-Aug-21
+1 Resonant Product Development VP and Orbital solar contract09:33 09-Aug-21
?3 jobs report and Orbital 2Q21 schedule09:00 06-Aug-21
?1 eMagin 2Q21 schedule and trade-focused previews & follow-ups11:44 03-Aug-21
+1 Resonant 2Q21 schedule, VOD OMIB and more09:14 02-Aug-21
-3 Orbital Direct Offering, plus Golar & New Fortress notes15:41 21-Jul-21
+2 adding AKTS, Resonant WaveX software and pricing notes09:30 22-Jun-21
?1 macro trading thoughts and news13:39 10-Jun-21
+3 Orbital solar contract and Lumen video distribution12:43 09-Jun-21
+2 Himax dividend, plus networking & macro thoughts09:29 03-Jun-21
-3 Orbital Energy Group 1Q21 results09:52 17-May-21
?3 Vuzix 1Q21 results and Orbital schedule16:59 10-May-21
-1 1Q21 energy follow ups09:13 07-May-21
-1 New Fortress schedule, ABB 1Q21 report and more04:36 27-Apr-21
?2 PPL news and market update15:40 22-Apr-21
+1 BGC and Clearway 1Q21 schedules16:17 14-Apr-21
?3 Orbital Energy Group 4Q20 results10:35 30-Mar-21
+2 gas, macro and new pick09:25 29-Mar-21
?3 Nokia job cuts, Hygo closing & Orbital 4Q20 schedules10:11 16-Mar-21
?1 AES investor day and more on energy12:38 05-Mar-21
+3 OEG convertible debt amendment19:43 16-Feb-21
-3 Orbital files $150M shelf16:37 03-Feb-21
+1 AMSC 3Q20 schedule, Indian budget, and more19:29 01-Feb-21
+2 AES 4Q20 schedule, Virtu Analytics APIs and more09:53 25-Jan-21
-2 MACom 1Q21 schedule and OEG placement09:27 13-Jan-21
?2 Himax 4Q20 schedule and more10:39 12-Jan-21
?4 OEG dilution, HIMX movement and weekly claims16:03 31-Dec-20
+1 Virtu 4Q20 schedule and GRoDT market thoughts10:37 30-Dec-20