CEPL Capstone Energy+ Inc.

$CEPL 9 consecutive quarters of EBITDA growth. NI ~$2.8. 24% rev growth. gross profit 45%. Total rev of ~$106MM. $20.4MM of incremental rev produced ~ $10.6M of incremental gross profit - a ~52% incremental gross margin. meanwhile operating expenses barely moved: $28.9M → $30.5M . it also has a rental business w/ $5.4M of future rental rev, + $2.4M from leased assets. Gross profits topped $8.8MM. operating cash flow generated $5.4 million in q1 2027. It‘s been building inventory — whichbis either a positive sign they have a deal, or a negative sign of overly optimistic management. Also worth noting, CEPL has been advertising data center related employment positions on hiring websites. Market cap is roughly equal to the EV; not bc of debt (~$25.5), it has sufficient cash ($28.9MM) to payoff debt.

$CEPL Capstone Energy+ Delivers Additional 2 MW for Major U.S. Natural Gas Infrastructure Project https://markets.ft.com/data/announce/detail?dockey=600-202609150815BIZWIRE_USPRX____20260915_BW197690-1 via

$CEPL under $5 = penny stock, triggering institutional selling and tighter margin requirements. To make matters worse, they failed to close the refi ahead of rate hikes. And, they can’t seem to sell a turbine during the most supply constrained high demand period in history. There will never be a more opportune time in history to be in the turbine business. somehow these guys cant find anyone to buy their product. Something is obviously very wrong, and so was my initial thesis (unfortunately). bummer

$CEPL Go Capstone! Restructuring path clear, great industrial reorganization with proven margin results. 11k turbines installed all over the world - with a focus on spare parts, new turbines deployments, engeneering optimization of ind process and the big potential orders of data centers this could be a strong buy