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Long Cast Advisers's investment thesis on Perma-Pipe International Holdings, Inc. ($PESI) — Q2 2026 | Buyside Digest

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$PESINASDAQPerma-Pipe International Holdings, Inc.

BULL

Long Cast Advisers—PESI

Fund Letter

Q2 2026

Published August 3, 2026

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$17.84USD

-4.6% vs last month

$15.30Pitched

+16.6% since pitch

Market Cap$371.9M

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Among our other large holdings, PESI recently preannounced 2Q26 earnings indicating continued weak profitability but strong backlog growth on expanding processing at...

— Avram Fisher

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