AeroEdge $7409.T write-up is out, link in my profile.
P.S.: I took a closer look at the diversification projects, and I think there is a high probability that one of them is for Pratt & Whitney's engine for the A320neo family.
x.com/gezzogero/stat…
AeroEdge $7409.T write-up is out, link in my profile.
P.S.: I took a closer look at the diversification projects, and I think there is a high probability that one of them is for Pratt & Whitney's engine for the A320neo family.
x.com/gezzogero/stat…
$CLPT
Awesome company!
Key position of mine after adding to it in the last weeks.
Excited for the future of the company, its positive influence on health and also the stock performance ;)
Thank you for this great thread! 👍🏻
$CLPT
Awesome company!
Key position of mine after adding to it in the last weeks.
Excited for the future of the company, its positive influence on health and also the stock performance ;)
Thank you for this great thread! 👍🏻
Water Intelligence's 2024 Annual Report is out. First impressions: Worried about structural cost eating too much of the pie of new EBIT. I'm not enthusiastic about this neither ⬇️
$WATR
londonstockexchange.com/news-article/W…
$WATR dissapoints me a bit (again).
At this point my estimations were slightly higher top line growth, and much less capex needs
New article from Brad Elder from osu, these are some of the main guys working on the big programs for $clpt Clearpoint, this article is basically Clearpoint heaven for people interested in this stuff, even goes over reimbursement pathways and widespread training of neurosurgeons.…
10 Hidden champions with fast EBITDA growth in the past 7 years and Under 20 times earnings
Many were sourced from here!
1⃣InPost S.A. (E-commerce Logistics, 🇵🇱): EBITDA Growth (CAGR FY) 108.57%, P/E 17.8x
2⃣XPEL, Inc. (Consumer Discretionary, 🇺🇸): EBITDA Growth (CAGR FY)…
- Executing (see growth rates below)
- Lots of skin in the game
- clean balance sheet
- low dependency on the economic environment
- cheap multiples
- possible Nasdaq listing
- buybacks
$WATR.L #WATR is ticking a lot of boxes in these uncertain times…
- Executing (see growth rates below)
- Lots of skin in the game
- clean balance sheet
- low dependency on the economic environment
- cheap multiples
- possible Nasdaq listing
- buybacks
$WATR.L #WATR is ticking a lot of boxes in these uncertain times… https://t.co/AojSGdG89P
$TNXT.mi Tinexta reported good figures that were slightly above expectations. However, the share price has already risen by +30% since the analysis three weeks ago.
Today I published my promised analysis of Tinexta.
Tinexta is an Italian small cap operating in different digital areas like digital trust.
For the next two years, the company is valued with an aPE of 7.6 & 6.3, while still growing.
substacktools.com/sharex/_h1sSlEy
Najciekawsze slajdy z prezentacji cyber_Folks za 1Q'25
Mocne wyniki, widać liczne synergie i kolejny dowód, że "Poznań" umie grać w M&A...
konferencja online o godz. 11.00 #CBF $CBF
@SeB_Inv I also like $EXAE very much, they still have significant catch-up potential in terms of EBIT growth, at the same time it trades in €uros and you also have the takeover fantasy.
I presented my case in the blog in November:
substacktools.com/sharex/CBkHt1JC
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