S

[S @20Ro27]

@here_there @MU_471 $80 H2-26 & $68 FY27

[S @20Ro27]

#KIST materially undervalued, 12 month target price of £6 for me.

1. H1-26 pro-forma EBITDA $205m
2. FY26 guidance: 20kboepd
3. Adj net debt $23m

Yet the market values #KISTOS at only 0.8x FY26 EBITDA!

Best guess c/f H2-26 & FY27 = $504m, mcap $294m. Explosive move incoming.

[S @20Ro27]

@MBdaytrading Knew it was a bad sign months ago when #RCH were selling beauty cosmetic boxes!

Rev down, incl digi when previously, US #WC26 was talked up. Divi halved.

Pension liability ends 2028 & little suggests rev will increase & div can be restored.

Only t/o is mildly appealing here

[🇵🇸🇵🇸 🇹🇷 🇵🇸🇵🇸 @Davam_Gazze]

Filistin'de sokak ortasında çocuklar, İsrail işgal güçleri tarafından zorla kaçırılıyor.

Bir paylaşım deyip geçme, gerçeği yaymak bizim elimizde! Herkes durumunda ve sayfasında Rt ile paylaşsın! 📢
#FreePalestine ​#Filistin #Palestine #Gaza

[Serenity @aleabitoreddit]

So there's a IBK Research report on Boston Dynamics value chains from last month.

Just a summary:

IBK maps these companies to Atlas as suppliers:
- Hwashin (010690) / body, arms, legs
- LG Energy (373220) / battery
- Hyundai Autoever (307950) / integration
- Hyundai Mobis (012330) / actuators

As for humanoid volume ramps:

They're modeling for, 11.29K in 2028, 20k 2029, 30k in 2030... 40k in 2031, and 50k in 2032.

Not quite sure why IBK and other institutions are a fan of linearly modeling S-curve volume ramps...

Like adding +10K per year, don't quite think it's volume ramp is going to work like that... if I had to guess it would look more like:

- 15-20k 2028
- 40k-70k 2029
- 90k-140k for 2030

Since Boston Dynamics is projecting 30k capacity by 2028 (I'm sure they'd aim to get more online by 2029-2030), as China collectively is already doing 100k EOY in 2026.

In terms of competitive landscape they name:

- $TSLA, Figure, Apptronik, $CCXI (Agility), as US players. Then Boston Dynamics (Korea parent owned now)
- Unitree, Fourier, AGibot, UBtech, $XPEV as the Chinese leaders.
- Neura, Pal Robotics, Wandercraft, Oversonic, as the EU leaders.

They also did quite a lot of valuation modeling around Hyundai Mobis/Hyundai Autoever/Glovis.

Regarding the BD economic ownership from 27.9% from Hyundai Motor, 11.3% from Mobis, and 11.3% from Glovis. So at least institution are valuing humanoid segments inside companies lot more now.

Then from report assumptions:
- 31 actuators per Atlas
- $1K per actuator in 2028
- $134K Atlas ASP,

Which implies actuator cost of final selling price is roughly 23–28%.

Probably the more interesting statement was IBK stated that actuator capacity is biggest signal for volume ramp. eg. every 310,000 units of actuator capacity supports 10,000 more robots.

So tracking actuator outputs, yields, ASP is a cleaner read on 2028-2030 ramp.

I didn't have much personal takeaways, but hopefully others find it interesting, maybe around Hwashin as a core supplier or around actuator capacity as an indicator.

[Reuters @Reuters]

Israeli authorities and security forces deliberately targeted Palestinian children, resulting in genocide, crimes against humanity and war crimes in Gaza, and war crimes in the occupied West Bank, an independent UN inquiry said https://t.co/61poVhRzmR

[S @20Ro27]

Please let this end 5 or 6. Only way to get #Slot out. A terrible coach, absolutely clueless.

So much quality in the squad and there is nothing Slot can hang his hat on! #LFC

[S @20Ro27]

This GK is supposed to replace Alisson. Have to wonder what data and scouting was done. Could see #Rodgers aiming for that corner a mile off and the keeper still couldn’t predict it.

Similar with #Frimpong, what did the scouts see in him too? #LFC

[S @20Ro27]

How many people are even aware that this mentally ill guy first stabbed a Muslim?

The Media narrative is extremely strong. Full focus on terrorism against the Jewish community without complete context. Crazy.

[Mehdi Hasan @mehdirhasan]

Weird that even the police, in their tweet, though not in the full statement itself, are just airbrushing the fact that he’s being charged with three attempted murders, not two, the third person being a Muslim man he stabbed earlier in the day

[National League on DAZN @DAZN_NationalLg]

OH MY WORD 🤯🤯🤯🤯

YORK HAVE EQUALISED IN THE 102ND MINUTE TO WIN PROMOTION 😱

Watch LIVE NOW at https://t.co/17IGNhwWu5 📺

[Serenity @aleabitoreddit]

Woah... European stocks go brrr.

$SIVE +12.76%
$SOI +11.33%
$ALRIB +9.08%
$IQE +6.3%

When $4B+ MC companies like Soitec go up 10%+ a day, this is likely institutional buying as seen with IQE and Point72.

[SHEREIF @shereifelshafi1]

والعبد لما يعمل العبادة غصب عنه عشان ربنا دليل إنه بيحب ربنا أووووي وإنه عايز يوصل له بأي طريقة .

بقول كدا لإن فيه شباب كتير أول ما يحس بملل شوية في الصلاة يتركها لإنه بيتهم نفسه بالنفاق .

[SHEREIF @shereifelshafi1]

لإن الآية اتقالت على ناس أصلا قاموا رياء ونفاقا ولو كان مافيش حواليهم ناس مكانوش صلوا وعشان كدا ربنا قال بعدها ' يراءون الناس ' .

أما تصلي حتى لو حاسس بكسل وفتور فدا اسمه جهاد نفس وتدريب على الخير والنهاردة مهما كانت الصلاة تقيلة عليك بكرة هتبقى محببة لقلبك .

[S @20Ro27]

#Kerkez going down with cramp at 72 mins. These players aren’t fit. A shocking indictment on #Slot

[S @20Ro27]

#Gravenberch epitomises this @LFC team. Sees the run, doesn’t want to track, realises he must track but it’s too late.

That action alone tells me the players aren’t fit enough, that’s what you do when you’re tired. And we’re only at 60 mins.

[S @20Ro27]

#Gravenberch epitomises this @LFC team. Sees the run, doesn’t want to track, realises he must track but it’s too late.

That action alone tells me the players aren’t fit enough, that’s what you do when you’re tired. And we’re only at 60 mins.

[S @20Ro27]

@baroninvestment Have you looked at Serabi Gold? Prod guidance of 55k, target 60k by 2027 & LT aim 100k. AISC around $1.3k, debt negligible, $7m, cash $54m, $20m Capex.

At average $4.5k gold, #SRB will have major transformational year, closing in on $100m fcf.

License renewal ongoing.

[Jvnior @Jvnior]

🚨🇬🇧 BREAKING: British surgeon gives HORRIFYING testimony to the UK Parliament.

He describes how IDF drones arrive right after airstrikes in Gaza, targeting and shooting the injured, including children, right on the spot.

[S @20Ro27]

@baroninvestment Too many algorithms at play?

[BBC News (UK) @BBCNews]

Man who confronted Al Jazeera journalists was Met Police special constable https://t.co/QBC4F9QeuT

[S @20Ro27]

#SRB now 4.3% on the day. Numbers verified by Grok. Sometimes the opportunity is so obvious. Just need patience #SRB #Serabi #Gold

[S @20Ro27]

#Serabi #gold up 3%. Took advantage of yesterday’s panic to add another 7k shares.

Just look at the cash generation, even at $4.5k gold. Expect gold price to average out to $5k 2026.

FCF will be 55-60% of current mcap. Dividends also to come. Absolute bargain at this price.