Marc Rosso

Real Estate Analyst, Certified Appraiser

[Marc Rosso @Marcandrewrosso]

@TheRickWilson He’s busy playing 5 Diaper Chess!

[Marc Rosso @Marcandrewrosso]

@bmb21 Looks like they have another QSR deal similar to Smoothie King. 458 restaurants in 31 states. Lots of Italian classics on the menu

[Marc Rosso @Marcandrewrosso]

@7Veritas4 C’mon He’s playing 5 Diaper Chess

[Marc Rosso @Marcandrewrosso]

@HundyBaggerz Meeting today suggested uplist within a year. Probably as the new facility comes online late in Q2 or Q3 of 2027. And they may have 1-2 more QSR deals in the bag to show that their capacity investment is being fed by revs

[Marc Rosso @Marcandrewrosso]

$amnf cup & handle pattern measuring to $14+~

[Marc Rosso @Marcandrewrosso]

@PiperK @TheRickWilson Explains all the cheap gold bric a brac in the White House

[Marc Rosso @Marcandrewrosso]

@Kreuzmann13 $amnf Check out their earnings press release and subsequent call yesterday.

[Marc Rosso @Marcandrewrosso]

@JasonFieber This could get to $25M/Q revs in 2027 as transition to new facility begins and QSR deals continue. We could see eps of .80+ in 2027. At historically reasonable p/e of 17-18x that indicates $13.60 to $14.40. And those estimates are at the low end of the likely range by Q3 2027.

[Marc Rosso @Marcandrewrosso]

@bmb21 @MSmicrocaps Yesterday’s earnings and call validated your analysis. Seems like a retest of $12 can’t be far off.

[Marc Rosso @Marcandrewrosso]

@VerizonSupport We just filed an fcc complaint, so that may help

[Marc Rosso @Marcandrewrosso]

@VerizonSupport At this point I would rather spend $20 and file in small claims court in contra costa county so one of your legal department gets to spend some quality time in Martinez, CA. Numerous reps promised to waive fees and put notes in the system. We probably spent 15 hours on the phone.

[Marc Rosso @Marcandrewrosso]

@NickNemo17 Would be interesting know if you see issues with residential DSCR loans. The tenants in many of these levered portfolios have to be feeling the squeeze of higher grocery and gas prices, which will result in slowing rent payments, delinquency etc. The other leg of the K economy

[Marc Rosso @Marcandrewrosso]

@ProjectLincoln @TheRickWilson Great… Iran got infrastructure week instead of us

[Marc Rosso @Marcandrewrosso]

@Pittsburgh_Pap @ArticInvesting @ralphinvests It is deleted

[Marc Rosso @Marcandrewrosso]

@ArticInvesting @ralphinvests https://t.co/CrF9xB6tNl

[Marc Rosso @Marcandrewrosso]

@tom_grlla @ralphinvests They did a reverse merger. My understanding was they bought all the shares of a shell fund that was trading near zero and used that as a vehicle to go public. That was how it was explained at the time.

[Marc Rosso @Marcandrewrosso]

@ralphinvests Good news today on the plant expansion. New plant will be 2.3X current capacity and closer to agriculture and transport. Suggests good executive confidence in getting national QSR traction. My overall cost basis is about 0.25/share prior to divs. My ‘27 target is $13-15/share

[Marc Rosso @Marcandrewrosso]

@ralphinvests Long $AMNF since April 1988, been an interesting ride since the Falcon fund days. They went public in a reverse merger. Original symbol was $Blue as a nod to Frank Sinatra

[Marc Rosso @Marcandrewrosso]

@ralphinvests Thanks, appreciate your insights on $AMNF