Manycore Targets $130M Hong Kong IPO
Hangzhou ‘Six Little Dragons’ member Manycore seeks US$130m from Hong Kong IPO The spatial design software developer is selling 161 million shares priced between HK$6.72 and HK$7.62 each, with listing set for April 17 https://t.co/t3Gwcu6MsW via @scmpnews
MEGP Lands Asda Deal; Lower P/E, Higher Yield
#MEGP won that Asda agreement for the Washing Machines. ShareScope has fwd p/e 9.1 falling to 8.2 and fwd Divvy 6.2% rising to 6.7%. Seems a low rating and decent payout. I don't hold.
Overweight Mega‑Caps Cost Me Decade‑Best Small‑Cap Rally
1/ 6 months ago I had 70% of my watchlist in mega-cap tech I almost missed the biggest small cap rally in a decade What happened👇
Semiconductor Equipment Stocks Rebound After Brief SOX Dip
FormFactor $FORM joins a number of Semis & Semi-Cap Eqpt stocks which have begun to strengthen again meaningfully after $SOX recent breakdown attempt proved short-lived. @marketsurge @IBDinvestors charts found here: https://t.co/vmgJqlzgJC https://t.co/2E6uI606EH
ADW Capital Presses CODI Liquidation, Targets $26 Share
$CODI is a collection of crown jewels trapped in a fee-mining structure. SOTP lands at ~$12/share vs. the stock at ~$9.6/share. If corporate overhead is eliminated, liquidation value could reach ~$26/share. That’s what ADW Capital is now pushing for: a full piecemeal liquidation. The...
AlphaMoon Dividend Expected Within the Next Few Weeks
Probably the right day to remind everyone AlphaMoon $AFM.V dividend declaration probably coming in the next couple weeks?
Deep‑Sea Mining Royalties Offer Capital‑Free, Long‑Term Gains
As a seed investor back in late 2022 and in the pre-IPO round in 2025, the Koala is very excited for this day for The Metals Royalty Company $TMCR and the team led by Brian Paes-Braga @bpaesbraga If you haven't...
DroneShield CEO and Chair Exit After Massive Share Dump
After dumping all their shares, the MD and Chair of DroneShield $DRO bail 👀 (Not held) https://t.co/5O468UhyAO
JOJO Survives Bear Market, Ready for Breakout
$JOJO has been my labor of conviction. Launched at the worst possible time for bonds. Survived the worst bear market in a generation. The setup is finally here. Pay attention. https://t.co/KUPXyEQEjp
EoS Fitness Valued at $1.5B Amid Rapid Growth
May 2025 - "TSG Consumer Partners has struck a deal for EoS Fitness. The deal values EoS at ~$1.5 billion, including debt... EoS recently surpassed 1.5 million members, 500,000 of which joined in just the last two years." https://t.co/IytMCiRpjr
Oppenheimer Reaffirms Buy, Fuel Surcharge Impact Minimal
$TMDX -- quality note/report this morning from Oppenheimer... they reiterated their buy rating... they reiterated their $175 price target... they made the following comments regarding fuel surcharge debate: "We have spent the last few weeks talking to various players in...
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...
Banks Trim Exposure to Struggling Business
#LORD ..good to see their banks reducing their risk if anything untoward were to occur to this somewhat challenged business https://t.co/Jw0iyNJ25O
PC Jeweller Posts 49% FY Growth, Cuts Debt, Expands Globally
PC Jeweller reported impressive Q4 FY2026 financial performance with 32% year-on-year revenue growth and 49% annual revenue increase for FY2026. The company made significant progress in debt reduction by 23% under Joint Settlement Agreement terms and signed strategic MoU with...
NBTXR3 Surpasses 70% Enrollment, on Track For
$NBTX update: Their lead cancer drug NBTXR3 is now over 70% enrolled in its crucial Phase 3 trial. Target: complete enrollment by end of 2025. With cash into late 2027, they're funded to reach this major milestone. Biotech
Okeanis Eco Tankers: Geopolitical
Okeanis Eco Tankers ($OET) is now a geopolitical play. Strong fleet & finances, but its boom hinges on Red Sea disruptions extending voyages. A top-tier bet on volatile trade routes. shipping
SWMR's IPO Marks Early Promise in Drone Tech
$SWMR means business since IPO. Fresh IPO that hit the market last month in the aerospace & defense industry. People say this is the "Palantir of drones," but revenue is still young and it's early stage. Fun story to watch develop.
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...
Crocs Stock Slides 34% as Investors Call It Fad
"Crocs: Out of Fashion on Wall Street?" (Bloomberg, Nov 2007) "Are Crocs a new kind of footwear that's here to stay? Or just a fad? On Nov. 1, after an extraordinary run for the stock, investors seemed to scream "fad." Shares...
Crocs Stock Tumbles, Investors Label It a Fad
"Crocs: Out of Fashion on Wall Street?" (Bloomberg, Nov 2007) "Are Crocs a new kind of footwear that's here to stay? Or just a fad? On Nov. 1, after an extraordinary run for the stock, investors seemed to scream "fad." Shares...