Zenas Insiders Add; Strong Revenue Growth and Solid Cash
Zenas $ZBIO insiders just keep adding. Revenues are expected to grow strongly over the next few years, and the company’s cash position seems to provide a comfortable runway. https://t.co/FlC1pJiytz
Pixelworks Uses $5M Buyback to Signal Licensing Pivot
Pixelworks $PXLW announced a $5m buyback, roughly 14% of its market cap. The company recently closed the sale of its semicon sub, which adds $51m to its $11m balance sheet. Not bad. Pixelworks is pivoting towards a ‘technology licensing specializing...
TIG Poised for Value Boost Amid Strategic Sale
I think we might see some action on $TIG soon. They have been pretty quiet so far, while normally the full financials would already have been published. $TIG is undergoing a strategic review, basically intending to unlock the large SOTP value...
DGL Resumes Trading Amid Impairments and Resilient Earnings
By the way. Now that the financials are finally out (some expected impairments on non-core assets and pretty resilient earnings in tough markets), $DGL will resume trading. Let's see how they'll do tomorrow. I'm hoping on some massive tecnical selling pressure. Stink...
Avoid Shorting Low‑Float Recent DeSPACs, Especially AI
Idiots. Never, EVER short low float recent deSPACs. Particularly those with a (somewhat) AI angle these days $MRLN
CEO Slashes Salary Until Company Performance Improves
$DGL CEO taking a pay cut until performance improves. The guy doesn't need it. Still, would love to see this at pretty much every company I follow. https://t.co/bBgDpe00t2
Greenland Resources Valued at $2.5‑3B
At the current Molybdenum prices, Greenland Resources' $MOLY NPV sits around here (~$2.5-3.0bn) 👇 Market cap of $170m. https://t.co/q78aNaCpRO
Capstone Poised for Multi‑bagger as Growth Accelerates
I think it might soon be $CGEH time again. Def no chartist here, but I like what I'm seeing. Results are backing the story. Continued good revenue and profitability growth. Capstone is getting more and more traction. This will feed momentum...
Tonies Defies Odds with Strong Revenue and Margin Growth
Tonies $TNIE remains such a weird company. After listing I honestly never thought they'd still be doing this well. Euro SPAC, weird product, hype potential, etc. Ok the share price is barely back at 10, but operationally performance has been quite decent: >...
Butler National’s Insider‑Backed Surge: >40% EBITDA, Single‑Digit Valuation
What a stock. Butler National $BUKS continues its strong run, and insiders continue to buy. Love to see that combo. The last quarter (ending Jan. 2026) showed very strong, accelerating revenue growth and an EBITDA margin of >40%. Earnings up almost...
Sanuwave Plunges 40% YTD: Opportunity or Red Flag?
Damn. Sanuwave $SNWV -40% ytd. Opportunity or 'stay the hell away from these crappy industries'? https://t.co/o35ORrbsWy
Tokenized Deposits Could Be Massive If Viable
How realistic is the Versabank $VBNK Real Bank Tokenized Deposits opportinity? I have no idea re feasibility, but could be massive even if just a bit successful.
Phunware Holds $100M Cash on $38M Market Cap
Any idea what is going on with Phunware $PHUN? $100m net cash on a market cap of roughly $38m, a result of its comfi ATM usage last year. Over 80% of its total assets is just cash. No idea (yet) what...
Innate Pharma Poised for Breakthrough with Astra Phase III
Innate Pharma $IPH. €110m market cap, decent net cash position (runway for another few Qs), and several key drug programs reaching critical milestones. The most significant is a Phase III trial (monalizumab in lung cancer) run with Astra $AZN, with...
Seeking Fresh Fintwit Trade Analysis From Overworked Juniors
I would love to see an analysis of Fintwit trades over the past few weeks 🩸🩸 (So if you happen to have a junior analyst around with no life and excess capacity…)
Colt CZ Thrives with Dual Listing, Cheap Valuation
Colt CZ $CZG still going strong. Easy thesis: > 🇪🇺 & 🔫 ✅ > Prague listing ❌ (great city though) > Near-term dual listing plans ✅ > Still hsd EV/EBITDA vs 15-20x for Euro peers ✅ https://t.co/Rdpy7mDI7L
Market Mispriced 2CRSi; Stock Jumps 30% Post‑Upgrade
Sometimes the market is just an idiot and hands you free 💰💰 2CRSi was even down (!) for a moment on the day of their monster guidance upgrade. A few days and over +30% later and the stock is back moving...
Magic Formula Reveals Top 50 High‑Cap Value Picks
Now that most companies reported, lets run Greenblatt's Magic Formula and check what companies it returns. I regularly find quite a few interesting ones. These are the top 50 stocks that the formula churned out, based on a market cap of >$50m...
Insiders Buy €3M Kontron as Shares Dip
German Kontron $KTN shares recently dropped on poor results, mainly due to slow Q4 bookings and weak 2026 guidance. Insiders seem happy with the move and bought almost €3m worth of shares. ~6x forward EV/EBITDA, multi-bn order backlog, AI +...
Even Deep Due Diligence Can Mask Luck in Big Wins
Burford $BUR has been one of our best investments. A 7-bagger in a couple of years, with very little downside vol. Thought we were pretty smart at the time, having done a massive amount of DD. Now I just believe we were...
Greenland Resources Secures New Moly Offtake with SSAB
Another offtake agreement for Greenland Resources $MOLY, this time with $SSABB Still think H1 27 might be it… https://t.co/Xza7hTpPuq
EU Defense Small Caps Poised for Decade-Long Gains
Interesting to see recently listed EU defense small caps Gabler $X4K and Vincorion $V1NC not participating in the recent sector rally. On the other hand, nobody knows them yet. Both rapidly growing, profitable, good b/s, decent valuations. Doesn't matter whether Trump will exit...
Butler National Posts Explosive Earnings, Still Undervalued
Butler National $BUKS. What a stock... - Q3 revenues (Jan 31) +27% yoy, an acceleration even on tougher comps - operating income +139%, record margins - net income, well you can imagine 🔥 - insiders continue to add - still no coverage - still 7.7x ltm...
Canal+ Appears Dramatically Undervalued with Strong Synergies
Help me out here. Doesn't Canal+ $CAN looks pretty mispriced right now. The market is basically valuing MultiChoice (plus all the expected synergies) at less than zero. MultiChoice is already profitable and Canal+ is targeting €400m in annual synergies over the...
Hiring a CCO May Undermine ABVX’s Sale Plans
Def not pretending to know anything about biotech investing (I don't), but how is hiring a CCO bad for $ABVX, even if the goal is to sell out? https://t.co/Gz6ASDlhrv