Value investor in stocks, employing diverse strategies across sectors & company sizes. Active in real estate & private equity. I never offer financial advice.
$COSM Cosmos Health signs a 5-year contract manufacturing deal with Pharmex for 2.86 million units of dermatology products.
EU-GMP licensed facility. Recurring revenue play on their manufacturing capacity.
Not financial advice.
Pleased to announce $COSM signed a 2.86 million-unit CMO agreement with Pharmex covering 3 dermatological products. Contract manufacturing is a key pillar of our vertically integrated model, maximising our EU-licensed facilities while generating recurring, high-margin cash flow.
Pleased to announce $COSM signed a 2.86 million-unit CMO agreement with Pharmex covering 3 dermatological products. Contract manufacturing is a key pillar of our vertically integrated model, maximising our EU-licensed facilities while generating recurring, high-margin cash flow.
Revisiting this post about $OSCR
Insider buys upward of $20M dating back several months and many just ignored it.
You know who has about that same amount in their stock?
The CEO of $COSM .. he owns about 13M shares at various prices, adding up to about $20M give or take.
$COSM 👀 .24seems like great adds
• Insiders Buying Like Crazy: CEO Grigorios Siokas owns nearly 25% & is aggressively wiping out company debt by swapping it for common stock ($200K+ swapped last week alone). Zero insider selling.
• Dilution Dead: 38% of all outstanding warrants (Series B) completely expired worthless on May 19. The toxic overhang is gone with 0 new shares issued.
• Margin Pivot: Shifting from low-margin distributor to proprietary, high-margin brands (targeting 35.5% gross margins & $200M revenue by 2029).
• The Play: Massive insider skin-in-the-game betting on a structural turnaround before the new Nasdaq compliance extension runs out. (12/7/2026)
$COSM : One of the cleaner technical setups in the market right now.
The chart continues to show resilience, with price repeatedly holding key support despite apparent short term selling pressure. That type of price action often signals underlying demand and accumulation.
Key Levels 💫
• Support: $0.2425 / $0.2400
• Resistance: $0.26 / $0.27
As long as $COSM remains above the $0.2400–$0.2425 support zone, the technical structure remains constructive.
A reclaim and hold above $0.26/0.27 would put the resistance level directly in focus. If bulls can achieve a decisive break and push it above $0.27, it could attract momentum traders and potentially accelerate upside.
What's particularly notable is that repeated selling attempts have failed to break support. Despite pressure from short sellers, buyers continue to defend these levels. This behavior is often viewed as bullish because strong bases are built through repeated tests and holds.
Beyond the chart, insider alignment adds another layer to the thesis. CEO Grigorios Siokas directly owns more than 13 million shares, representing significant skin in the game and clear alignment with shareholder interests.
When management has substantial ownership, incentives are naturally tied to long-term value creation.
Current strategy
✅ Accumulate near support
✅ Monitor for a breakout above resistance
✅ Stay bullish while the technical structure remains intact.
Risk/reward appears favorable above support, with clearly defined downside and upside levels to watch.
Watching closely for the next sustained move higher.
@PeterCarli28957 On the dilution side, the ceo and staff have bought ~7M sh since Nov (4.25M in June alone) buy the depressed shares and then dilute into it? That seem like something a company would do? Just wondering outloud...