thegr8observer

[thegr8observer @thegr8observer1]

With that said, the business is clearly substantially more valuable than it was in 2015. 2015 revenue = 204M and gross profit 106M. 2024 revenue = 487M and gross profit 265M. Probably a good buy for someone willing to hold thru the cycle.

[thegr8observer @thegr8observer1]

Interesting. $TFF (Tonnellerie Francois Freses) is trading at its lowest price since 2015. The company certainly has some headwinds with the inventory build up during covid along with a temporary spike in demand that will take years to normalize.

[thegr8observer @thegr8observer1]

Each of the clubs will have their own restaurant, Deitelzweig said, while the DC club will allow all tenants to use their terrace.

[thegr8observer @thegr8observer1]

$MNPP Midtown building owner Craig Deitelzweig of Marx Realty is currently negotiating leases with two different social clubs for his office properties in New York and DC.

[thegr8observer @thegr8observer1]

“Our buildings have a social club kind of feel and there is a natural gravitation to them by the clubs that adds to the cache of the building,” Deitelzweig said. “The clubs like buildings that have some heritage and a cool vibe.”

[thegr8observer @thegr8observer1]

lower cost limestone, a reagent used in the Thacker Pass processing flowsheet to produce battery-quality lithium carbonate.” Sounds like a good new opportunity for Nacco & Lithium Americas to expand their partnership.

[thegr8observer @thegr8observer1]

$LAC $NC “The Company recently submitted a Plan of Operations to the Bureau of Land Management to build a limestone quarry named Western Quarry, approximately one hour drive from Thacker Pass via national and state highways. Western Quarry is being planned as a source of local..

[thegr8observer @thegr8observer1]

@Ron284Ron Interested to hear what price others think $PCHM can fetch, assuming a strategic buyer.

[thegr8observer @thegr8observer1]

In regard to export contracts, an observer should note that:
Japan sale of 1200 approved Jan 2 2025
Australia sale of 400 approved Apr 9 2025
Poland sale for 400 approved Apr 29 2025
Saudi Arabia sale for 1000 May 2 2025

[thegr8observer @thegr8observer1]

$SODI “Last year we doubled AMRAAM production, this year we’re doubling production again, and we’re going to continue to raise it,” said Phil Jasper, Raytheon CEO.

[thegr8observer @thegr8observer1]

“RTX previously announced that it had reached a new record for AMRAAM production: 1200 units in 2024. At the same time, the company expects further volume growth in 2025, as it plans to fulfill the US Air Force’s 2022 order for 905 missiles, while fulfilling export contracts.”

[thegr8observer @thegr8observer1]

@JohnHuber72 Agree. But grok > chatgpt imo

[thegr8observer @thegr8observer1]

@eriksen_tim https://t.co/6Z2n0PB8YL

[thegr8observer @thegr8observer1]

$SODI “One program seemingly poised to expand is the AIM-120 Advanced Medium Range Air-to-Air Missile built by RTX. Lawmakers want to put $250 million to buy “medium range air-to-air-missiles,” $225 million to “expand the production base” for those weapons, and …”

[thegr8observer @thegr8observer1]

“$50 million to mitigate “diminishing manufacturing sources” that support such missiles, for a total of $525 million.” @eriksen_tim

[thegr8observer @thegr8observer1]

$BHU.SI Desaru Coast and ONE°15 Marina to launch new yachting hub in Malaysia. Under the new arrangement, ONE°15 MarinaDesaru Coast will manage both wet and dry berths and introduce a portfolio of sailing events and luxury yacht charters…

[thegr8observer @thegr8observer1]

@leveredvalue @vanckzhu “In Yonkers, N.Y., real-estate investor Marx Realty is scheduled to break ground this summer on a 60,000-square-foot expansion to its Cross County Center.”

[thegr8observer @thegr8observer1]

@leveredvalue @vanckzhu https://t.co/cledWJdpsj

[thegr8observer @thegr8observer1]

If gas prices stay high for any extended period of time it’s 🚀🚀🚀

[thegr8observer @thegr8observer1]

I can’t believe I’m going to say this but $NC Nacco Industries is finally firing on all cylinders. $60M ebitda in 2024 and will be higher next year. Maintenance capex around $20M. Perpetually cheap but very promising outlook next few years with some of their growth businesses