$OCC

Optical Cable Corp

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$OCC

Optical Cable Corp

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All voices1 mention since Apr 2026calls only

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Recent mentions

1 mention

@thevalueistApr 24, 2026 · 5:07 PM

$OCC Optical Cable Corporation: Operating Leverage, Strategic Inflection Potential, and Investment Thesis. Optical Cable Corporation (OCC) is a micro-cap manufacturer of fiber optic and copper cabling solutions, currently in the late stages of a financial recovery following an industry downturn. The company is benefiting from strong data center demand and a strategic partnership with Lightera, both of which support a transition toward sustainable profitability. Financial metrics indicate improved operating leverage and a growing order backlog. However, the stock has already re-rated meaningfully, which shifts the investment thesis away from a pure turnaround and toward an execution story — the upside now depends on management's ability to convert record backlogs into high-margin revenue. Management alignment appears strong; insider ownership is significant, which ties leadership incentives closely to shareholder outcomes. That said, governance warrants monitoring — board tenures are long, and there has been limited leadership refreshment. Key risks center on tight liquidity and the operational challenges of scaling manufacturing to meet backlog demand. Execution on both fronts will be the primary determinant of value from here.

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Frequently asked

Who mentions $OCC most on Surfaced?

@thevalueist (TheValueist) mentions $OCC most — 1 mention in the past 12 months.

When was $OCC first mentioned on Surfaced?

The earliest tracked mention of $OCC in the Surfaced archive was on Apr 24, 2026.

How many voices track $OCC?

1 FinTwit voice has mentioned $OCC 1 times in the past 12 months.

What kind of voices mention $OCC most?

$OCC is mentioned most by Long Research voices on Surfaced.