Kingdom Capital @kingdomcapadv
Due diligence on small caps, opinions not investing advice. Do your own work. kingdomcapitaladvisors.com Fairfax, VA Joined April 2021-
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The $AMRK earnings missed like bears said but premiums are reaccelerating like bulls said but insiders will probably sell a lot like bears said but... VIC comments going to be 🔥
Looks like $EVC is moving quickly to monetize digital properties, 15m EUR sale is hopefully the first of many sec.gov/ix?doc=/Archiv…
Looks like $EVC is moving quickly to monetize digital properties, 15m EUR sale is hopefully the first of many sec.gov/ix?doc=/Archiv…
What's a business you follow where an inflection is occurring and stock price hasn't responded?
After the sales from last week, you have about $200m of net pooled debt left & a $350m market cap, with ~5.5 WALT & $96m ABR (ex-mortgaged locations). 15 cap is in the money. I'm not sure why you would be focused on the debt here anymore
After the sales from last week, you have about $200m of net pooled debt left & a $350m market cap, with ~5.5 WALT & $96m ABR (ex-mortgaged locations). 15 cap is in the money. I'm not sure why you would be focused on the debt here anymore
Going to be tough with these numbers... ir.altoingredients.com/news-events/pr…
And there's the $51/ton for $AMR
Integrity: "While Cedar Creek Partners focuses primarily on microcap stocks, and over-the-counter stocks in particular, we compare our returns against larger indices as well since we believe we need to outperform the most prominent passive benchmarks over time in order to…
Integrity: "While Cedar Creek Partners focuses primarily on microcap stocks, and over-the-counter stocks in particular, we compare our returns against larger indices as well since we believe we need to outperform the most prominent passive benchmarks over time in order to…
It's not that complicated, $TDW is an easy one to own
It's not that complicated, $TDW is an easy one to own
Thought this was a solid summary of the $SCOR thesis, and gets even more interesting given recent capitulation on the activist campaign: valueinvestorsclub.com/idea/COMSCORE_…
Missed on impairment to digital (expected) Confirmed digital segment full review (good, please sell it all) Continue to pay 9% dividend (expected) Costs cuts are coming (expected)
Missed on impairment to digital (expected) Confirmed digital segment full review (good, please sell it all) Continue to pay 9% dividend (expected) Costs cuts are coming (expected)
Net Lease has sold 8 properties and paid down a third of their debt in under 6 months, while now sitting with close to $100m cash on their balance sheet. Situation getting much less risky in a hurry.
Net Lease has sold 8 properties and paid down a third of their debt in under 6 months, while now sitting with close to $100m cash on their balance sheet. Situation getting much less risky in a hurry.
Another brutal example from $LEG
The union and $HCC each score some points for the 2024 annual meeting: sec.gov/ix?doc=/Archiv…
Wild to think about relative values here, like each well is more than A.J. Brown got per year in his new deal. Or each is almost 2x the $CSO.V market cap. Or a tenth of the $BYND market cap
Wild to think about relative values here, like each well is more than A.J. Brown got per year in his new deal. Or each is almost 2x the $CSO.V market cap. Or a tenth of the $BYND market cap
Did some alt data on $QRTEA go sideways on March 1? Brutal
Did some alt data on $QRTEA go sideways on March 1? Brutal
At least $KKR went the legit route and did a JV with $ABL
At least $KKR went the legit route and did a JV with $ABL
I should have bought some just based on the amount of financial analysis that was occurring last week...
I should have bought some just based on the amount of financial analysis that was occurring last week...
Kuppy @hkuppy
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@DarkfireCapital @kingdomcapadv That pr reads kinda brutal.
@1MainCapital @kingdomcapadv Positive or negative? $NVDA
@kingdomcapadv They met with FINRA for the interview process February 20th this year according to their annual report.
@kingdomcapadv Mercurity Fintech Holding $MFH. About to close on their acquisition of a broker/ dealer license company they bought last May. The price is basically flat from that original purchase. Surely the stock is worth more with a broker/ dealer license than without one.
@kingdomcapadv The agriculture sector started turning up before commodity prices, but it's still early
@davidhpolansky @kingdomcapadv What’s the inflection with RDVT? The bull case for me is just that it’s worked off overvaluation and become cheap while consistently performing as a business
@kingdomcapadv FUN If you believe the capex guide- SHC.
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