Value Investor
Start free

General Fusion Group

GFUZ on Nasdaq. Electric services. Market value $399m.

Watch this stockFree. We tell you when something changes.

Should I look at this?

Not a fit for our list right now

Why it could be worth it

Nothing stands out yet.

What to watch out for

See Utilities stocks that passed both tests

This is not advice. Check the numbers below.

Compare with another stock

Cash yield
n/a

We could not compute this from the filings.

Price to profit
n/a

The filings do not give us enough to work this out.

Return on capital
n/a

The filings do not give us enough to work this out.

Quality score: not known. Price score: not known. Our list needs 70 on quality and 60 on price.

$7.57 a share, 25% above its 1-year low

Over the past year the price has ranged from $6.08 to $14.85.

Prices from Tuesday’s close (6 October).

Five years of cash, in billions

Five-year fundamentals are not available yet.

Health checks

  • Free cash flow positiveNot enough data
  • Accounting looks honest (Beneish)Not enough data
  • Financial strength (Piotroski)Not enough data
  • Profit backed by cash (accruals)Not enough data
  • DebtUnknown
  • Revenue growth, five yearsUnknown

Dates

Next results (estimated)
n/a
Last annual report (10-K)
16 July 2026
Next quarterly (estimated, 10-Q)
14 August 2026

Who owns it

None of the long-term investors we follow own it. 40 funds in all.

Dec '25
Jun '26
Largest holders overall

From 13F filings for the quarter ended 30 June 2026.

Big holders and activists

5 investors own more than 5%.

  • Spring Valley Acquisition III Sponsor, LLC
    Passive investor
    at least 24.7%
    (filed with 1 related holder)
    Since 3 September 2025
  • 10.0%
    Since 10 August 2026
  • BDC Capital Inc.
    Passive investor
    6.2%
    Since 10 July 2026
  • at least 5.0%
    (filed with 2 related holders)
    Since 4 September 2025
  • at least 4.1%−1.6 pts
    (filed with 2 related holders)
    Since 31 December 2025
  • Merus Global Investments, LLC
    Passive investor
    Sold down below 5%
    Since 30 June 2026
  • Meteora Capital, LLC
    Passive investor
    Sold down below 5%
    Since 31 July 2026
  • RichRich Capital LLC
    Passive investor
    Sold down below 5%
    Since 14 July 2026
  • Sold down below 5%
    Since 31 October 2025

From Schedule 13D and 13G filings: anyone owning more than 5% must file one.

What insiders did

No insider bought or sold on the open market in the last 12 months.

From Form 4 filings: insiders must report trades in their own company's shares within two days.

Warning signs in its filings

Problems the company itself reported to the SEC, in its own words.

General Fusion Group doesn’t file a US annual report (10-K), so we haven’t checked it.

A 10-K is the yearly report every US company files with the SEC. An 8-K is a short notice of a big event.

What could go wrong

Cheap for a reason is the question the numbers cannot answer.

Whether the price already reflects the risks is what the deep dive is for.

The deep dive

Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.

  • What the business is worth, as a range, and the margin of safety at today’s price
  • Prices to start buying, buy, and buy hard
  • The three things that would make this a mistake
  • Every number footnoted to the filing it came from
Create a free account to run it

Your first deep dive is free.

What a finished deep dive looks like

Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.