Sick Value

[C.J. @CJ0pp3l]

$CSU.TO
9% maintenance and recurring organic growth in Q4 (6% constant currency)
18% top line growth (vs 16% last quarter)
solid deployment ($571 mm) and deployment subsequent to quarter end very high ($802 mm)

[Luigi V @LuigisVampa]

$Unibap Mitt roligaste case inför 2025.
Börsvärde: 240 msek
Estimat 2024. Sales 85 msek, vinst omkring break even.

En tråd för er som letar case som kan ge 6-50 gånger pengarna.

1/X

[Ampurdan Equity Research @AmpurdanEquityR]

Our new research is already available: Kraken Robotics Inc $PNG.V $KRKNF

Market Cap: 345M C$
Current Price: 1.5 C$
Base case PT: 3.78 C$

Download the research on our website: https://t.co/iSkw3rYvto

Don’t forget like and share!

[ToffCap @ToffCap]

We are finally in the final stages of the split of Gaming Innovation Group $GIG

It took some time, but first day of trading of the Platform & Sportsbook spin is expected to be October 1.

$GIG reported solid results, with continued solid momentum of Media revenues and ebitda. Q2 revenues were up c 40% yoy o/w 18% organic.

The company also communicated FY25 targets for the separated Platform & Sportsbook division.

$GIG is targeting >EUR 44m revenues and at least EUR 10m ebitda by FY25.

This remains one of the most interesting set-ups with near term catalysts.

At the current prices, we believe there's at least 50% upside for Media standalone, with the Platform & Sportsbook spin trown in for free.

We highlighted $GIG regularly in our Toffcap Monday Monitor, our overview of interesting companies and event-driven trades. Find it @ToffCap (no paywall)

[Maxwell House @maxwellhouse99]

$PNG.V $KRKNF Kraken Robotics Reports Strong Q2 2024 Financial Results

Revenue increased 67% Year-over-Year to $22.8 Million, Adjusted EBITDA increased 79% to $5.4 Million

https://t.co/dClJ6IiRpZ

[Sick Value @SickValue]

$BQE.V BQE Water appoints the biggest shareholder to Board of Directors https://t.co/dBBKpW2Y57

[Maxwell House @maxwellhouse99]

$PNG.V $KRKNF Canberra and Anduril Industries have signed an agreement to expedite the Royal Australian Navy’s Ghost Shark XL-AUV production

...government’s overall Ghost Shark investment to 90.1 Australian dollars ($58.4 million).

https://t.co/tjNztouj3H

[Dylan Marrello @ragingbullcap]

$BQE.V Great news regarding the KSM company-maker project. I’d expect JV financing to follow shortly, at which point this prospectively transformative project starts looking very much like a reality.
https://t.co/rgLGTBhqBk

[Gött Tjöt om Aktier @GottTjotAktier]

Klass case till sommaravsnitt $CDMIL

[Deep Sail Capital @DeepSailCapital]

$PNG.V $KRKNF - Solid results, really hitting their stride here. Market is maturing and lots of room to scale. Trades at about 10x Forward EBITDA.

[BetterIRR @BetterIRR]

15x NTM EPS
Doubling eps y/y
High visibility into future growth
V high insider ownership
Net cash
Margins expanding
Strong management
Sticky inflation protected revenue
Secular drivers
Monopoly/oligopoly industry

$BQE.V - will delete my twitter account if this doesn't work.

[Sick Value @SickValue]

@LogicalThesis It’s on 1st of February

[@TheDriller @TheDriller11]

DNB calling for a bid on $BORR as the only modern fleet worthy of acquiring

***seems to be heating up in banker land***

[Sick Value @SickValue]

@NordnetNO $EVO 🫡

[Sick Value @SickValue]

@puppyeh1 Everyone is suddenly talking about $Grvy? Must mean the stock peaked. This was their record quarter, it’s only going downhill from here. They’ve already deployed their proven games ROX and ROO in their main markets. Their self developed games who are next looks very lacklustre…

[Sick Value @SickValue]

@EagerBeaver89 @zerohedge I think $SE $COIN $CVNA where a big majority of their holdings

[ToddSeoul @SeoulTodd]

$GRVY

After 5 hours, it has ranked TW Appstore Top Grossing #1

Simply saying, perfectly proved again.

Congratulations for all $GRVY holders.

[ToddSeoul @SeoulTodd]

$grvy

Another short update.

1. RO Origin TW will be released on Sep 15th.

2. RO X KR CBT will get started on Sep 20th, expected to be launched in 4Q

[Reuters Deals @reutersdeals]

Oak Street in $2 bln bid for Kohl's real estate-sources https://t.co/yLq23BbKRN @sveaherbst $KSS

[ToddSeoul @SeoulTodd]

short update for $grvy holders.

1) Labyrinth NFT for Global has just started pre-registration
2) RO Tactics released in Thai which is now on Appstore sales #2 expected to be #1
3) Origin in TW very soon -> Sep.

So many other releases ROV, ROB are coming in 4Q. Stay Tuned.