Strong Recent Revenue GrowthA very large recent revenue increase suggests the company has secured meaningful orders or expanded sales traction in its core product lines. Sustained higher revenue over 2-6 months can support utilization, allow scale benefits, and provide a foundation for operational recovery if managed prudently.
Recent Positive Free Cash FlowA recent positive free cash flow point signals improving cash conversion versus prior periods. If maintained, positive FCF supports working capital needs, reduces reliance on external financing, and gives management flexibility to invest in efficiency or service liabilities over the medium term.
Specialized Infrastructure/steel Product FocusConcentration on specialized steel products for infrastructure creates structural demand links to construction projects. A focused product set can build technical know-how and customer relationships, enabling repeat contracts and niche positioning that persist across multi-month cycles.