Eski_

Concentrated microcap investor trying to skate where the puck is going

[Eski_ @pepersoons]

Started a Substack where I intend to share my writings. Added the write-up I did on Campine ($CAMB.BR) in my first post. Article also refers to $UAMY https://t.co/HeIozXPr7g

[Eski_ @pepersoons]

@aleabitoreddit You should look into Campine. It is the worldwide leader in the production of antimony trioxide. It has a 35-40% market share in the US, over €750 million in revenues, over €50 million in profits and trades at 1/3 of $UAMY’s valuation

[Eski_ @pepersoons]

@jvluijmans @Roadtriptofire ‘De huuropbrengst is voldoende om positieve cashflow te genereren op de lening’. Zou ik eerlijk gezegd toch eens met een cijfervoorbeeld willen zien. Als je alle kosten in rekening neemt zit je sws met negatieve cashflow lijkt mij.

[Eski_ @pepersoons]

@elvermo Kijk naar Campine versus $UAMY. De ene wereldwijde marktleider in de verkoop van antimoontrioxide met een marktwaarde van €370m. De andere, zonder materiële omzet, met een marktwaarde van $1.5 miljard op basis van een contract van $250m voor levering antimoon aan US Defense.

[Eski_ @pepersoons]

@JoshTradeOption The antimony trioxide business is more volatile. They are investing to increase the recycling of antimony from 15% to 50% of their needs by 2030. I have more info in some blog posts on my Substack.

[Eski_ @pepersoons]

@JoshTradeOption The lead acid batteries recycling business is pretty stable. After purchasing the French factories from Ecobat in October 2025 they will probably produce +/- €40 million in EBITDA through that business unit going forward.

[Eski_ @pepersoons]

@Gubloinvestor @anni_sen Campine is the worldwide leader in the production of antimony trioxide. It has a 35-40% market share in the US, over €750 million in revenues, over €50 million in profits and trades at 1/5 of $UAMY’s valuation

[Eski_ @pepersoons]

@anni_sen Campine is the worldwide leader in the production of antimony trioxide. It has a 35-40% market share in the US, over €750 million in revenues, over €50 million in profits and trades at 1/5 of $UAMY’s valuation

[Eski_ @pepersoons]

@JoshTradeOption $CAMB.BR

[Eski_ @pepersoons]

@SebKrog @Kreuzmann13 That’s the issue with releasing newsletter ideas with this kind of illiquid stocks imo. They only work out well for the author of the newsletter.

[Eski_ @pepersoons]

@SebKrog @Kreuzmann13 Maybe his own subscribers trying to chase the stock? Today the stock price is back to where it was when he released his idea and only 200 shares were traded around 30 or above.

[Eski_ @pepersoons]

@AsafNaamani Campine is the worldwide leader in the production of antimony trioxide. It has a 35-40% market share in the US, over €750 million in revenues, over €50 million in profits and trades at 1/4 of $UAMY’s valuation

[Eski_ @pepersoons]

@TopherGotWifi Campine is the worldwide leader in the production of antimony trioxide. It has a 35-40% market share in the US, over €750 million in revenues, over €50 million in profits and trades at 1/4 of $UAMY’s valuation

[Eski_ @pepersoons]

@Wolke7Bewohner @BMSInvests This is the interview btw (in Dutch)

[Nesja @Nesjamag]

$CAMB.BR
Interview with CEO.

https://t.co/YUcjqLarL8

[Eski_ @pepersoons]

@Wolke7Bewohner @BMSInvests The 35-40% market share in the US comes from a recent interview with the Campine CEO. Their market share in the US was only 10% before the Chinese restrictions, but nobody else was able to fill the gap like Campine when China restricted its exports of antimony (trioxide).

[Eski_ @pepersoons]

@BMSInvests https://t.co/HrxFB6Tcu9

[Eski_ @pepersoons]

@BMSInvests Yes, I have some information about the co on my blog as well if you’re interested.

[Eski_ @pepersoons]

@jefke00 Ridiculous offer and I will be voting against. There seems to be a large retail holder (Ourasi on the beursig forum) who seems to be able to block the takeover and will vote against as well