$RDCM Final confirmation that everything went as planned from an activist perspective. New directors filed their Form 4s. Activists now control the board.
https://t.co/4uPVfJgJHq
$AUROORA 🇫🇮 Finnish serial acquirers first earnings are out and looking pretty strong all around.
12% organic growth, which is solid in the sluggish Finnish economy (+41% total growth). Margins improved, ROCE stable.
Still fairly cheap vs peers (12-ish x LTM EV/EBITA)
Kleiner Reminder für alle, die immer noch behaupten Musks Sparverhalten habe dafür gesorgt, dass Twitter erfolgreich wurde.
Davon abgesehen, dass das EBIT auch dann noch negativ ist, wenn man R&D raus nimmt. Das Unternehmen hängt am Tropf.
Drawdowns are a feature not a bug, when fishing for multi-bagger opportunities in microcaps / early stage companies.
Below are the stocks that i own where i have weathered a 40-50% draw down at some point YTD:
$VST.CN $LODE $ASTS $PLBY $TPB $MRLN $AIXI +2 (undisclosed)
Few anti-drone solutions out there, fewer work, and even fewer are getting applied. $SMSH.TA @pbcinc
Disc: I own shares, non-core holding, high execution risk.
Fintwit ForYou page nowadays:
The more confident you sound making an outrageous prediction, the more followers you get.
...but the more credibility you lose.
Interesting to say the least, I am getting flashbacks of another case that has been a very successful one and produced amazing returns for me $NXSN.TA
I wonder what $THEON | $THEON.AS will do with EFA Group.
The move seems to be towards optronics for vehicles/unmanned systems. Big fan of this acq.
Disc - Long on both NXSN, Theon
🇩🇪 stocks = What is growth ?
🇬🇷 stocks = Let’s drop a 300 page report but won’t answer your emails
🇨🇦 stocks = We had a great quarters let’s dilute you to death
🇸🇪 stocks = Our regulators can’t still sniff out a scam
🇵🇱 stocks = We only answer if you are polish
🇯🇵 stocks = We have $5 billion in cash, our market cap is $2 billion, and we absolutely refuse to do a buyback, please have a bag of rice.
1/3 $IMB.AX pipeline growth looks very impressive. If it translates into revenue over the next 12 months, it would confirm their statement from the last two years: that building national coverage will pay off through significant new commercial business.
Many shareholders wrote..
I found the ultimate European "Glitch" stock. 🇦🇹
$1.3B Market Cap. $2.5B Order Backlog.
+1
They just dumped their low-margin hardware biz to become a high-margin IoT Software beast.
Record cash flows. Trading at ~11x earnings while growing double digits. M&A optionality
The crowd is obsessed with US Tech at 50x earnings. I'm buying the backbone of the European smart-grid and defence rail for a pittance.
Kontron AG
This is how you find hidden gems. 🤖📈