MDB Research

[MDB Research @MDB_Research]

Just published my latest research report. Analyzed Achieve Life Sciences $ACHV. Link in bio.

✅Great opportunity with x4 potential, perhaps more.
✅Upcoming NDA approval and financing are key catalysts.
✅Buyout highly likely in the next 12 months.

[MDB Research @MDB_Research]

@david_katunaric $VLE.TO is a good example, pretty cheap, not too dependent on oil price with >50% of mc in cash and looking to acquire new fields.

Also $E.TO renting gas turbines to replace diesel for oil rigs, growing rapidly and very interesting unit economics.

DM me for more info if u like.

[MDB Research @MDB_Research]

$GROY now up almost x3 since i published the thesis, a CAGR of >70%.

Great to see that things turn out as expected!!

More potential multibaggers and fresh ideas in my blog (link in bio)

[MDB Research @MDB_Research]

Ya está disponible mi nueva tesis de inversión sobre la empresa #GoldRoyalty.

Puedes leer la tesis completa aqui👇

https://t.co/zt0AkRRrzm

[MDB Research @MDB_Research]

$HFG CEO just bought 650,000 shares, which is ~0.4% of the company.
This follows a similar move a few months back where he purchased 1% of $HFG at similar prices.

ReFresh program is going very well and CEO took advantage of the market's short-term focus.

[MDB Research @MDB_Research]

@_SirPeter ¿Trimestre débil? ¿Has leído el informe? Rebajan previsiones por el impacto de FX, el resto ha sido un Q muy bueno, FCF es 4 veces el de H1 2024, buenos márgenes y volverán al crecimiento $HFG

[MDB Research @MDB_Research]

$GROY now at $3.03, up +130% since my thesis back in November 2023, a CAGR of 60%.

Nice to see more theses playing out as expected

[MDB Research @MDB_Research]

Ya está disponible mi nueva tesis de inversión sobre la empresa #GoldRoyalty.

Puedes leer la tesis completa aqui👇

https://t.co/zt0AkRRrzm

[MDB Research @MDB_Research]

@AnnaFlorcia @AnnaFlorcia follow back so I can message you please

[MDB Research @MDB_Research]

@AbbeMatti @_tomsmits @KarlAnd35089565 On the other hand, there have been insider purchases of almost €5M and they have increased buybacks.

[MDB Research @MDB_Research]

@value_invest12 you should check out @10baggerproyect

not sure about total performance but definitely worth reading (it's in spanish though)

[MDB Research @MDB_Research]

@Dividendopp I do too, they have proven to be very good capital allocators. Just take a look at the past acquisitions.

Also consider that we don't know the full picture and they might see other opportunities out there.

$VLE

[MDB Research @MDB_Research]

1/2
Great deal today by $VLE $VLE.TO $VLERF. Short, near and long term organic growth for just $15M.
Still a lot of cash on the BS, which could now go to buybacks. The new fields will require investments but they may be financed with FCF.
Looking forward to more details on aug 7

[MDB Research @MDB_Research]

@bors98an No idea, I can't find anything

[MDB Research @MDB_Research]

@victaurs It says coupon expired.

[MDB Research @MDB_Research]

My YTD returns have seen massive volatility. Went to +40% then down to +10% then back up again to +45% and now down to +2%.

Anyone else expericiencing this kind of volatily this year?

I'm confortable with it and knew it was a possibility but still it's surprising.

[MDB Research @MDB_Research]

@belowcashbuyer No news yet. At least that I know of.

They said Q2 so only 3 business days left besides today.

Any thoughts on what the delay may be?

[MDB Research @MDB_Research]

$HFG just ramped up their buyback to 300k shares/week and a board member bought another 13k shares.

This comes at a moment where the company is changin their strategy from growth towards FCF generation.

Q2 results to be released mid-August

[MDB Research @MDB_Research]

$AHCV now up +86% since I posted my thesis.

It still has a long way to go.

Check out the thesis, link in bio.

[MDB Research @MDB_Research]

@BioWino I think they may be waiting for NDA submission, since the warrants expire 30 days after it is submitted. If the warrants get executed they can get up to $60M. Warrants are at $4.90/share though so not sure if they will get executed.

[MDB Research @MDB_Research]

Currently researching $ACHV, a very interesting opportunity.

Need for financing before August, either from existing warrants or new shareholders.

Even after 100% dilution (only if new shareholders enter) it could be a x4.

I will publish a thesis this weekend. Subscribe in bio.