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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:
+1 another CUI OMIB and more Vodafone18:13 20-Mar-19
-2 CUI Global 4Q18 results17:13 18-Mar-19
?1 crux climax?12:00 13-Mar-19
?3 CUI 4Q18 schedule & Latest Ebix purchase10:33 11-Mar-19
+2 CUI $3.3M Purchase Order & AMSC settlement complete09:53 27-Dec-18
+2 CUI HQ sales and leaseback, Cantor lawsuit and more09:05 26-Dec-18
+1 ABB sells grids & restructures, plus Golar, CVA & CUI14:51 17-Dec-18
+2 energy markets, CUI and global trading10:17 07-Dec-18
+1 Europe rising?09:28 04-Dec-18
?1 weekend recap and outlook09:28 03-Dec-18
+1 earnings follow-ups01:37 15-Nov-18
+1 yet another CUI OMIB and more12:06 13-Nov-18
?3 CUI Global 3Q18 results09:31 07-Nov-18
?1 Resonant schedules 3Q18 report and more08:55 30-Oct-18
?3 CUI Global schedules 3Q18 report and more08:57 22-Oct-18
+1 MicroVision & ABB schedule 3Q18 report, more of the same09:58 18-Oct-18
+1 CUI OMIB, BGC 3Q18 and new picks20:06 10-Oct-18
?2 more on energy and trade12:51 02-Oct-18
+2 CUI Samson agreement, OMIB and more macro09:37 20-Sep-18
+3 CUI's ICE selected by SAP and Fluence update09:27 13-Sep-18
+2 CUI Global OMIB and oil/gas markets18:48 10-Sep-18
+4 CUI Global wins $1.5M services contract and more09:21 13-Aug-18
+3 new CUI agreement, eMagin 2Q18 results, previews & follow-ups09:20 09-Aug-18
+4 CUI CEO OMIB17:54 08-Aug-18
-3 CUI Global 2Q18 report09:08 06-Aug-18
?3 CUI Global schedules 2Q18 report05:52 26-Jul-18
+2 ephemeral opportunity in AT&T and more10:31 25-Jul-18
+1 AMSC, CUI Global and Intel announcements09:46 18-Jul-18
+1 pre-earnings portfolio strategy notes09:17 16-Jul-18
+1 many new agreements, few opportunities07:43 19-Jun-18
+2 politics, energy, communications and trade08:57 01-Jun-18
+2 natural gas stock pricing follow-up11:57 30-May-18
?3 UDC, BGC, LNG, Italy, tariffs and the waiting game19:35 29-May-18
+2 CQH fold-in and other natural gas and telecom follow-ups16:15 17-May-18
+2 CUI OMIB and Italian government19:09 14-May-18
+3 new CUI Global order and follow-up06:48 08-May-18
-1 CUI Global 1Q18 results and distributed solar07:48 07-May-18
?2 CUI Global schedules 1Q18 report and macro08:47 23-Apr-18
+1 2 months in, at least 2 to go, and more11:34 04-Apr-18
?3 CUI Global 4Q17 report09:47 14-Mar-18
+3 another CUI gas win and report preview07:38 13-Mar-18
+1 more product updates: CUI, FIT, IDTI, AES, CTL09:14 12-Mar-18
+1 macro follow up plus FIT & CUI notes09:31 05-Mar-18
?3 CUI Global schedules 4Q17 report10:43 28-Feb-18
+1 first ICE Block order and MWC notes11:33 26-Feb-18
+3 CUI Global gets U.S. purchase orders and more on gas08:32 20-Feb-18
-1 Fluence now official and more12:02 11-Jan-18
+2 CUI OMIB and Westport MoU10:00 22-Dec-17
?3 year end energy update08:29 21-Dec-17
?3 SLB, AES and new natural gas picks02:25 01-Dec-17