Minera Alamos Announces Positive Pre-Feasibility Study for the Copperstone Gold Project in Arizona
Read the full release here: https://t.co/RuBfs6Yxz3
$MAI.V $MAIFF
@GPs_capital_@ContrarianKiwi And ofcourse revenue growth, cost inflation growth -> operating leverage -> margins
ROE
Analysts will again ask questions about cac which might increase again
International expansion etc
@GPs_capital_@ContrarianKiwi Just buy back stock, off balance sheet assets are just worth just 20% of book value which seems to low given the ecosystem build out
Other revenues segment, marketing spend Increase in book value, and strategic moves are important data points
$TIGR
Up Fintech Holding handlas till PE 6,4 bakåtblickande och PE 5 för 2026 enligt mina osäkra estimate.
Sen kan man lägga till att de har en egen nettokassan som är nästan lika stor som bolagsvärdet. Detta gör det svårt att räkna på EV/EBIT.
Marknaden tror uppenbarligen att
If you you adjust for marketing spend (payback times ~2 quarters) it is trading below 6x earnigns for a high revenue growth (30-40%) brokerage with margin/ roe expansion
It doesnt work in this enviroment until it does
It seemed too good to be true at $8
Here at $6 i feel dumb
PureFive® resin is officially recognized as "recycled content" by the NJDEP. This 1-year conditional approval lets customers use our resin to meet NJ Recycled Content Law mandates. ♻️
Work continues with the NJDEP toward a permanent approval.
https://t.co/HfjtF53Hxi
Lot of interesting tid bits from the legendary $PCT head of IR Eric DeNatale (and lots of good answers to tech and commercial questions I see frequently as well.)
1) confirm P&G and L’Oreal are customers
2) Looking to get something out with Mars soon
3) PRICING. Brands are buying ISCC+ credits for .75/LB, conversations are STARTING at virgin plus .75 - that would put pricing around 1.40+/LB. Put that in your model and see what happens….
Big couple weeks, months then years ahead!
https://t.co/bKp153UIGB