Fairlight Capital

Alternative investment management company. Not investment advice. [email protected]

[Fairlight Capital @Fairlight_Cap]

$BEZ.SI Beng Kuang Marine Secures Two New Life Extension Purchase Orders.

"Both purchase orders are for tank services for FPSO life extension program of two FPSOs operating in West Africa, with contract value of approximately US$13.2 million and US$15.4 million, which are expected to be executed over the next twelve months."

"Following the approval of shareholders at the Extraordinary General Meeting on 26 May 2026, the Group completed the acquisition of a 49% equity stake in ASOM on 28 May 2026, increasing the Group’s ownership in ASOM to 100%, and reinforcing its long-term strategic growth objectives."

https://t.co/fJOS7b3gWy

[Fairlight Capital @Fairlight_Cap]

@EGuerizec @ToastTalkInvest @jarodjmnz @Le_Biais_Fi @AlphaBourse_ @Polvah @Sensei0701 @stock_logging @ChipsandWafers @themattharbaugh @Stock_Opine @stocksguide_ @GVDInvestor @RaphaelVignes Many thanks! 🙏

[Fairlight Capital @Fairlight_Cap]

@iancassel Reminds me of Joe Rosenfield at Grinnell College, managing his college's endowment fund. Buying Intel (10% seed money!), Bershire Hathaway, Sequoia, WDTN, Freddie Mac (in 1989), General Growth Properties, and Heritage Communications. Now that's compounding.

[Growth Research 그로쓰리서치 @korea_growth]

✅ SUNIK SYSTEM — Order Momentum Keeps Building

Attended today's NDR with the CEO.

Key takeaways:

📌 Global PoC in final stages
— piloting perovskite equipment with a leading solar company using near-mass-production scale tools.
First commercial revenue scenario in sight for 2027.

📌 Overseas subsidiary established
— laying the groundwork to capture perovskite solar manufacturing infrastructure ahead of the curve.

📌 New dry vacuum process tech
— large-area perovskite mass production via dry vacuum process, co-developing with Korea Research Institute of Chemical Technology (MOU signed).

📌 Display & OLEDoS upside intact
— large OLED new line investments ongoing.
Major OLEDoS players ramping capex. Seonik holds the #1 market share — direct global beneficiary.

$SUNIKSYSYEM $171090.KS

[Fairlight Capital @Fairlight_Cap]

They must have forgotten to include “make no mistakes” in the prompt. #AI $SBUX

[Polymarket @Polymarket]

JUST IN: Starbucks retires AI inventory tool across North America after it reportedly miscounted & mislabeled store items.

[Fairlight Capital @Fairlight_Cap]

East Asia Technology. Pay no attention to that man behind the screen.

[Fairlight Capital @Fairlight_Cap]

East Asia Technology. Pay no attention to that man behind the screen.

[Fairlight Capital @Fairlight_Cap]

@MorenoValue No, it's not that one. But that looks like another interesting company.

[Fairlight Capital @Fairlight_Cap]

Just finishing up on a very interesting tech stock in East Asia. Will post in a few days (see link in bio). One of the cheapest names we've found for a while. Will be interesting to see what people think. Appears to be completely overlooked outside of its native country.

[Fairlight Capital @Fairlight_Cap]

Fairlight Capital Q1 2026 Letter: https://t.co/EWyoFMocUf

[Fairlight Capital @Fairlight_Cap]

Fairlight Capital Q1 2026 Letter: https://t.co/EWyoFMocUf

[In. Specter @Im_Specter]

Easy $ALLOG +16%

Logic Instrument remporte un appel d'offre auprès de la NSPA

https://t.co/6KUKW8vZ6q

[Fairlight Capital @Fairlight_Cap]

Lost and Found. An exciting tech company has been set up in Europe that is aiming to establish a niche family IoT ecosystem...

[Fairlight Capital @Fairlight_Cap]

The good news is starting to spread on Cematrix. $CEMX.TO

[Rahil Gillani | Equity Research Analyst @Keystone @gillani_rahil]

Just dropped a new podcast on Cematrix, stock quietly hitting 52-week highs ($0.54).
Breaking down the story, growth drivers, and what could come next.

https://t.co/RzQUDK8yP7

[Fairlight Capital @Fairlight_Cap]

🙏

[BonClay @Mr2BonClay__]

Great execution - gotta give credit to @Fairlight_Cap for being so early in the name. I'm up over 70% on the name thanks to them.

[The Valuation Desk @ValuationDesk]

$MMY $MMY.V Monument Mining Limited Part 2 is live. The numbers behind the thesis. At current gold prices, the mine generates its entire EV in pre-tax cash flow in just over a year. Zero debt. US$83M cash.
Read 👇
https://t.co/ET6dQZUqSZ

[Fairlight Capital @Fairlight_Cap]

How were the Romans able to build structures that have lasted two thousand years, while a lot of modern infrastructure struggles to survive more than fifty years?

An interesting, boring company learning from the past, and growing into the future.

Making this post free for the next few days…

[Fairlight Capital @Fairlight_Cap]

Further Adventures in the World of...

[Fairlight Capital @Fairlight_Cap]

Very good write-up on Monument Mining Limited. Come for the gold price, stay for the operational execution. $MMY.V

[The Valuation Desk @ValuationDesk]

$MMY $MMY.V
In this deep dive, we venture into the world of precious metals mining and find a gold producer that the market has mispriced for years. Zero debt. US$82M in cash. A 3.7x P/E. Part 1 is live.
Read👇(no paywall)
https://t.co/UEFDqPTBDQ

[Liger Cub @realLigerCub]

Paywall removed https://t.co/KqTFDBVb0E

[Fairlight Capital @Fairlight_Cap]

Further Adventures in the World of...