Rohan Soor @RohanSoor
Overlooked stocks (special situations, microcaps, international, etc.). https://t.co/WoJgFbvg8j centraltendency.substack.com Joined August 2017-
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$OTEC $OTEC.OL - Otello calls for another shareholder meeting to continue its share buyback - Seeking an additional 10% authorization, with ~12% of shares repurchased since year-end x.com/RohanSoor/stat…
$OTEC $OTEC.OL - Otello calls for another shareholder meeting to continue its share buyback - Seeking an additional 10% authorization, with ~12% of shares repurchased since year-end x.com/RohanSoor/stat…
One of my favorate ideas lately. <3x EV/EBITDA. New charman talks like Buffett.
One of my favorate ideas lately. <3x EV/EBITDA. New charman talks like Buffett.
$OTEC $OTEC.OL - Another strong quarter from Otello's main asset Bemobi $BMOB3. +26% Payments revenue YoY (~37% of total revs) and ~34% EBITDA margins. Bemobi also expanded into a new vertical, signing its first customer in the water/sanitation space x.com/RohanSoor/stat…
$OTEC $OTEC.OL - Another strong quarter from Otello's main asset Bemobi $BMOB3. +26% Payments revenue YoY (~37% of total revs) and ~34% EBITDA margins. Bemobi also expanded into a new vertical, signing its first customer in the water/sanitation space x.com/RohanSoor/stat…
$STAF $STAF.L Staffline saw a strong H1 FY25 despite weak UK macro - +6% GP YoY, indicating market share growth as major peers declined, and +54% underlying EBIT YoY (+350bps in GP / EBIT conversion) from strict cost control and material operating leverage x.com/RohanSoor/stat…
$STAF $STAF.L Staffline saw a strong H1 FY25 despite weak UK macro - +6% GP YoY, indicating market share growth as major peers declined, and +54% underlying EBIT YoY (+350bps in GP / EBIT conversion) from strict cost control and material operating leverage x.com/RohanSoor/stat…
A brief review on portfolio performance and some updates on write-ups - $OTEC $OTEC.OL, $EML.AX, $CAU.L, $STAF $STAF.L, $EPIX
$EPIX - Decent outcome here, although probably a bit lighter on the total cash distribution than I was expecting. ESSA Pharma to be acquired by XenoTherapeutics for ~$1.91/share in cash payments and a ~$0.06 CVR x.com/RohanSoor/stat…
$EPIX - Decent outcome here, although probably a bit lighter on the total cash distribution than I was expecting. ESSA Pharma to be acquired by XenoTherapeutics for ~$1.91/share in cash payments and a ~$0.06 CVR x.com/RohanSoor/stat… https://t.co/wiBiPLgrMi
$CAU.L is working out quite smoothly, with an overall 25% gain since the initial post. Additional 15%+ upside remains upon the return of capital from the announced sale. The Mini-MBA business was sold roughly in line with my expectations at almost 2x sales. The combined value of…
$CAU.L is working out quite smoothly, with an overall 25% gain since the initial post. Additional 15%+ upside remains upon the return of capital from the announced sale. The Mini-MBA business was sold roughly in line with my expectations at almost 2x sales. The combined value of…
Under new mgmt and a 28% SH leading the board, Staffline $STAF $STAF.L is using its scale to materially grow share in a soft market. STAF trades at <3x EBITDA - Large contract wins, a non-core divestiture, and further buybacks (20% of shares bought in 2yrs) could unlock value
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