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VRA Letter: Xtract One Tech Q2. Trumps Tariff Polices, as Explained to Irelands PM. Short This Market at Your Own Peril.

Good Thursday morning. We’ll be back later in the day with a second Letter where we’ll be covering Xtract One Tech (XTRAF) Q2 earnings report from last night and their 10 AM EST call to discuss the quarter with analysts an ...

Posted On March 13, 20255 MIN Read
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Good Thursday morning. We’ll be back later in the day with a second Letter where we’ll be covering Xtract One Tech (XTRAF) Q2 earnings report from last night and their 10 AM EST call to discuss the quarter with analysts and shareholders. The webcast can be accessed here and the telephone number for the conference call is 844-481-3016 (412-317-1881 for international callers).

Of note, the company finished with a record backlog of $37.2 million (revenue that will be recognized in 2025) along with gross margins of 70%. 

 https://xtractone.com/corporate-news/xtract-one-announces-second-quarter-fiscal-2025-results/

Trumps Tariff Polices

We continue to believe that Trumps tariff policies will rebuild America’s domestic manufacturing base and transform the US economy into an even more dominant juggernaut. As a perfect example of Trumps base case on tariffs, Trump hosted Irelands PM in the White House yesterday.

During the presser, Trump and Irelands PM got into th...

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