S.V. Leeuwen @SV_Leeuwen
Mixing long-term core holdings with short-term opportunism. Wider thoughts posted here, deep dives/actionable ideas on @LeeuwensFinance. Sheffield, UK Joined July 2025-
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🧵- Why I think the market is mispricing $GAMB: Pros: Strong growth, real profits – Q2 rev +30% YoY, adj. EBITDA +22%. 2025 guide: ~$173M rev, $63M EBITDA, ~36% margin. At ~$9/share it’s trading ~6–7x forward EBITDA, ~10% FCF yield. Diversifying beyond SEO – ~25% of rev now…
$GAMB sold off on lowered EBITDA guide, but trades at 6-7x fwd EBITDA, 10% FCF yield. 30% rev growth, 40% insider ownership, expanding subs/data rev to 25%. Market pricing it like a dying affiliate, but it’s quietly becoming a data powerhouse. Deep dive up on @LeeuwensFinance…
$GAMB: core SEO affiliate biz flattish, but subs/data growing triple digits, Vegas booking next. 51% recurring rev, insiders own ~40%, buybacks doubled. Valued like a melting ice cube, operating like a compounder.
Right now $GAMB is trading for $8.65 premarket, I do not believe it will stay at this price for long.
$TTE reports Mozambique is close to resuming a $20 billion gas project, with President Chapo and CEO Pouyanne holding meetings.
$CEG Announces a $2.4 billion investment to increase output at its Limerick nuclear plant in Pennsylvania.
🇬🇧 $REVB.aim Panmure Liberum filed a Form 8.5 today disclosing its exempt principal trading in Revolution Beauty, per RNS 8951R.
$SNPS final regulatory approval from China for its $35 billion Ansys acquisition—deal is cleared and expected to close mid‑week.
$ULTA Issues FY2025 earnings guidance, lowering EPS range to $22.65–23.20 vs. consensus ~$23.49.
$CC Provided an updated Q2 2025 outlook showing sequential net sales growth of ~25%, led by its Opteon refrigerant segment fueling a 40% gain in adjusted EBITDA.
$INTC Announces fresh layoffs of ~5,500 U.S. employees in a new round, expanding the broader 20% workforce reduction.
$CAAP June passenger traffic increased 11.3% year-over-year, with international traffic up 9.2%, led by Argentina.
$RIO Liberty recorded strong Q2 performance—13% YoY copper-equivalent output growth and operational resilience; CEO Simon Trott to begin August 25.
$BTG Confirmed the Gramalote gold project feasibility study—will invest $740 million in Colombia; conference call scheduled for August 8.
$TTE Expects Q2 earnings hit from lower oil and gas prices and confirmed a ~$2B quarterly buyback; NZD spot: €65.6/Bbl Brent, and LNG prices down ($5.63/MMBtu).
$MRK At the IAS 2025 conference, Merck revealed new data on its HIV pipeline, including once-monthly PrEP candidate MK‑8527.
$CNC A class-action lawsuit was announced today for investors suffering losses after Centene withdrew 2025 guidance in July.
$CVS has secured a new 5-year pharmacy benefit manager contract with CalPERS, replacing $UNH UnitedHealth’s Optum Rx.
$PFE $BNTX A Turkish study published today suggests the Pfizer-BioNTech COVID vaccine may cause serious eye changes, including corneal endothelial cell loss and swelling—though experts still support vaccination.
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