Fernando Vallarino

Stock enthusiast.

[Fernando Vallarino @FernandoInvests]

@Franfra51045228 @Delta9Echo Thanks for sharing White

[Fernando Vallarino @FernandoInvests]

@QuantStrategist I am not sure why the strong negative reaction. The report was in line with what I expected. I expected them to pay a little more debt, so I wonder where that cash went. Demand is healthy and the company should keep performing. We will see more details in the full year report

[Fernando Vallarino @FernandoInvests]

Earlier this week I posted a write up on $MCB.L. A private label and contract manufacturer that earns on avg double digit ROCE and should earn substantially higher profitability through cycles after a successful activist involvement. Close to 5x EV/EBITDA.
https://t.co/QNEfI35Wm8

[Fernando Vallarino @FernandoInvests]

@Gains_on_Gains Hey! I have been looking at some de-SPACs and wanted to reach out. Any chance you could open your DMs?

[Fernando Vallarino @FernandoInvests]

@evfcfaddict @revenuenprofit @carlosag_92 @SnowsofNebraska @Moatdelusion @JosMiguel71 @hcapinvesting Thanks for the kind words and traffic, Andy!

[Fernando Vallarino @FernandoInvests]

@Sutjeinvestor @alluvialcapital Thanks for sharing my writeup! Glad to see Dave likes it too

[Fernando Vallarino @FernandoInvests]

@Aksel465 I think their products and MLM scheme is questionable, as with other competitors. Their # of distributors has decreased sharply in the past years while revenue has only decreased slightly. So, they don’t seem to rely on expanding the network to generate cash.

[Fernando Vallarino @FernandoInvests]

A summary on the encouraging situation at LifeVantage $LFVN and at $SMLP.

(Un)fortunetely the big news at $SMLP came out today!

https://t.co/mDXOMJWipN

[Fernando Vallarino @FernandoInvests]

@whirlybard Seems like a not disappointing reaction so far. Perhaps soon touches 79 again haha

[Fernando Vallarino @FernandoInvests]

$EML.AX announces sale of Sentenial for $54.1m. Management keeps executing! Curious if the stock trades sideways as usual.

[Fernando Vallarino @FernandoInvests]

@kingdomcapadv Thank you for your kind words, David! Glad to see them from you.

[Fernando Vallarino @FernandoInvests]

A crisp writeup on Net Lease Office Properties $NLOP!

Feedback and comments are welcomed as always. Particularly on the valuation where I took a rather simple approach.

https://t.co/a6516kj1UM

[Fernando Vallarino @FernandoInvests]

@fleavis @ClarkSquareCap Thank you Fang, it seems compelling!

[Fernando Vallarino @FernandoInvests]

@bonucci_p Thanks for sharing. The ad hoc committee issued a decision on preliminary objections on Feb 2. We should see an announcement from $IDA.AX very soon.

[Fernando Vallarino @FernandoInvests]

A short write up on 3 arbitration situations. Give it a read and share thoughts! $GDRZF $IDA.AX $MON.V

https://t.co/Vy3U24y2hi

[Fernando Vallarino @FernandoInvests]

@MMichalek91 Hey! Thanks for your comments. I will look at these. I had come across $OMEX, but I didn’t think it was as compelling as the others.

[Fernando Vallarino @FernandoInvests]

@SU917161719 2. I have no view on who approached. I think the board genuinely considered the potential offer. The company said in the AGM "the board diligently contemplated the proposal" but "the broker was ultimately unable to verify the funding package of the potential bidder". $AVAP

[Fernando Vallarino @FernandoInvests]

Wrote a post on Avation Plc.

$AVAP.L $AVAP

Here is the link:

https://t.co/CqMJb71YWy

[Fernando Vallarino @FernandoInvests]

@SU917161719 Regardless there is a lot of demands for $AVAP's fleet. Selling it in parts is also compelling. I have wondered if they can resell their purchase rights to ATR given the strong demand for aircrafts, but I am unsure if this is possible.

[Fernando Vallarino @FernandoInvests]

@SU917161719 Hey. Sorry for the late reply.

1. Unsure who are the best ones. There could be many options. There have been many financial buyers of larger lessors with 100+ aircrafts. For example, 777 Partners announced they intend to order 100+ ATRs. Apollo partnered to buy another lessor.