Hot take on $GRRR convertibles:
- Was it necessary? Yes, you can't deploy $2.8B worth of GPUs without putting up equity.
- Were the terms decent? Mostly yes (not the $6 conversion floor)
Thesis not changed
@GorillaTechGrp $GRRR https://t.co/U5gkwomKE4
@TheLongInvest Impressive revenue growth and positive cash flow, but the drop in gross margin (down to 21% from 35%) is a bit worrying. Hope to see higher-margin software revenue kick in soon to avoid the low-margin hardware trap
Check out John Roy, Ph.D.'s management series, including a recap and transcript of his recent fireside chat with Gorilla Technology Group Chairman & CEO Jay Chandan and CFO Bruce Bower.
This conversation can be accessed on demand. The link is accessible in our full report!
https://t.co/QO6TJsCGGM
$GRRR #GorillaTechnology #ArtificialIntelligence #AIInfrastructure #DataCenters #GPU #SovereignAI #CloudComputing #DigitalTransformation #SmartCities #Cybersecurity #EdgeComputing #TechInfrastructure #Semiconductors #SmallCapStocks #InvestorInsights #WaterTowerResearch @GorillaTechGrp
$CBWTF
Great quarter by Auxly!!
Revenue up almost 22% YoY
COFI Margin up to 55%
Total Costs flat YoY
$12m in Operating Cash flow
Sitting with $43m in Cash up from $17m Q125
seasonally, this is their worst quarter....
Execution continues to drive conviction at High Tide.
This past week alone included:
โขโ โ A new $40M credit facility term sheet with a Big 5 Canadian bank
โขโ โ Record quarterly volumes at Remexian
โขโ โ Strong institutional investor engagement
โขโ โ Continued market share gains in Germany
Several insiders, including myself, added to our positions in $HITI following these developments.
Lemonadeโs Q1 results are ๐ฅ. So much to share, where do I start?
First, get into the AI mood, click this, + volume โซ
https://t.co/IDPCvrTHge (by @kidfrancescoli)
๐10th consecutive quarter of accelerating IFP growth
๐ฅ Topline at $1.33 Billion (IFP +32%)
๐ฅ Revenue grew 71% to $258M
๐ฅ Gross Profit increased 159% to $100M
๐ฅ 3.14M Customers
๐ฅ Adj. Free Cash Flow $17M
Lemonade Pet exploding!
โ Surpassed $500M top line early in Q2
โ #1 most searched pet insurance brand in the U.S.
โ @lemonade_inc is now the 4th largest pet carrier in the U.S.
โ AI-powered automation drives record claim handling efficiency (LAE: ~4%)
โ Our data + tech edge lets us lower prices while boosting profitability
Car picking up speed
โ Now at 60% YoY growth, $214M IFP
โ Loss ratio improved to 74% (14 pts better YoY)
โ Autonomous Car for @Tesla FSD conversion rate 70% higher than standard
And more...
โ๏ธ Raising 2026 top & bottom line guidance
โ๏ธ IFP per employee > $1M (3x improvement in 4 years)
โ๏ธ Positive Adj. EBITDA in Q4
โ๏ธ Investor Day in NYC November 17
Under the decisive leadership of @POTUS, this Department of Justice is delivering on his promise to improve American healthcare. This includes:
โข Immediately rescheduling FDA-approved marijuana and state-licensed marijuana from Schedule I to Schedule IIl
โข Ordering a new, expedited hearing with set deadlines, to fully reschedule marijuana
These actions will enable more targeted, rigorous research into marijuana's safety and efficacy, expanding patients' access to treatments and empowering doctors to make better-informed healthcare decisions.