Having had some decent years in the markets I decided to quit my job and give full time investing a shot. This will be my new base - come say hi if you are in the region!
#LSI.WA LSI Software S.A. seems to be scaling and insiders want a larger share. Buybacks at large premiums look set to increase insider shareholding beyond take-private/squeeze-out majority.
@Michael_Kissig Man sollte beachten, dass ein Großteils des Werts durch teure IPOs geschaffen wurde, nach denen die Käufer erstmal große Verluste erlitten haben. Das könnte bei zukünftigen Börsengängen Skepsis schaffen
@PhilippHaas_ir I considered subscribing for the airport lounge perk, but after doing research it seemed they are not honored. Would probably need to brake out why people are subscribing and if value is given to them
Anexo PLC $ANX.L
Received the squeeze-out Note.
1) Anyone know a solicitor who has experience in challenging the price of a squeeze-out?
2) Anyone else still holding the original shares?
https://t.co/1Zw8bNX5QT
Sharing my latest investment thesis in Anexo PLC $ANX.L. Fintwit seemed set on a narrative, but I'm presenting a different view of the situation. Potential value was in the fineprint.
https://t.co/Y4zmsgPqYT
🧵 1/14
Usually I do not comment on macro, yet I think it is worth noting:
Markets haven't been this expensive since 1999, and three things stand out:
- Passive investing dominance
- Multi-decade monetary experiment
- AI revolution
Northern Bear ($NTBR.L) has delivered a 38% return since my analysis on Oct 23.
The next stage of value creation hinges entirely on capital deployment. I analyze management's options using the Cost of Capital vs. Return on Capital framework. Link in Bio.
https://t.co/Idf14I8VB4
My new thesis on Northern Bear PLC #NTBR.L 🐻The activist seeds planted years ago are finally bearing fruit. The transformation is well underway— and the market hasn't noticed yet.
https://t.co/BRkdWFiRwD
Sharing my latest investment thesis in Anexo PLC $ANX.L. Fintwit seemed set on a narrative, but I'm presenting a different view of the situation. Potential value was in the fineprint.
https://t.co/Y4zmsgPqYT
Congratulations to Neo Energy Metals PLC #NEO for being the first company I encounter that holds their Investor Presentation via Telegram. Need I mention that the stock is suspended from trading as a result of delayed accounts?
@antizykliker The fact that they could not recognize the "one-off" as per the accounting rules warrants the question whether it is truly non-recurring or rather managing expecatitions down.
It is time for a buyback.
After an extended, almost two-year period of disciplined patience (and zero new positions), I've found four titles over this year's summer. I am curious what comes next!
My new thesis on Northern Bear PLC #NTBR.L 🐻The activist seeds planted years ago are finally bearing fruit. The transformation is well underway— and the market hasn't noticed yet.
https://t.co/BRkdWFiRwD
@one_foothurdle Thanks for sharing your calculations, I agree with them. At the end of the day - as you said - the estimate is very sensitive to assumptions of discount rate, holding cost, and residual value.