Stock Forester

Highly concentrated nano- and microcap investor.
DM's are always open to listen to new ideas!
Nothing I post should be taken as investing advice.

[Stock Forester @StockForester]

Feel free to take a look and subscribe to my substack:
https://t.co/pYesQ13kcG

[Stock Forester @StockForester]

Took quite some time so I would appreciate a like if you enjoyed the article!

Link to the article:
https://t.co/vtSS3VbSCE

[Stock Forester @StockForester]

It took some time but I have officially looked at each stock on the Vietnamese stock exchange. This is part 1 and I expect more parts to be coming in the next few months!

The article can be found in the usual place or in the link below!

[Stock Forester @StockForester]

@onecentinvest 6/x

I believe the proof is in the pudding and we should see a start in improving cash flow (see my substack post)

But thanks for all the push back, we could use more people like you ;)

[Stock Forester @StockForester]

@onecentinvest 5/x

On the topic of working capital, they should remove all their current African debtors and take the hit in one go instead of a bit each year.
No use in "propping" their AR position.

[Stock Forester @StockForester]

@JohnRic17736696 I value the company using EV/EBITDA, so I also use cash and debt, but for now chose to use EBITDA. I adjusted this EBITDA to reflect my current expected earnings and not what the business reported.

I based this on an expected EBITDA % in 2030 and calculated a growth path.

[Stock Forester @StockForester]

$SPCB
I have written a new article on SuperCom, very interesting company with a lot of hair.

You can find the article in the usual place or click the link below:

https://t.co/iJVcWMuKy6

[Stock Forester @StockForester]

@JohnRic17736696 Would love to hear your critique! Will only make me a better writer / investor.

[Stock Forester @StockForester]

Link to the article:
https://t.co/4RV22wUSMk

[Stock Forester @StockForester]

New stock research is out on FitLife $FTLF, a former FinTwit darling.
This, however, might not be my type of protein bar...

You can find the article in the usual place or the link down below:

[Stock Forester @StockForester]

@Zerosumgame33 Not even talking about the deferred tax assets they can use to not pay taxes in the next 1.5 years?! (Depending on GAAP profitability ofcourse)

[Stock Forester @StockForester]

@ScottLilley19 The market is looking beyond this year. These are amazing years for homebuilders, high turnover at high prices. What if next years become worse and they are hardly profitable at this point, what should we expect at that point?

[Stock Forester @StockForester]

Today we got some Vistry news, they announced H1 was bad half regarding profits but they did generate significant cash.

FY2026 PBT should still be around the £200m, which is lower than what I would have hoped for...

[Stock Forester @StockForester]

Below you can also find my Vistry write-up!
https://t.co/wVyL0xQccY

[Stock Forester @StockForester]

Other news stated that the CFO is going to work at a larger private firm.

This does give Vistry the chance to chose a CFO who is maybe more suited to balance sheet wind downs and cash management, which were not his strong suits.