Small Cap Stocks Social Media and Updates
Small Cap Stocks Social Media and Updates
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Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
$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 the space, and assessing potential impact to $TMDX. From what we can gather: 1) $TMDX is passing incremental fuel surcharges to hospitals, which may range from $4,000-$5,000/flight 2) Even in a worst case scenario where $TMDX would have to absorb all incremental costs, cumulative impact based on Q1 flight hours is $2.5-$5M We did talk to other logistics providers in the organ transplantation space and were apprised that surcharge pass-throughs are standard in hospital contracts. $TMDX seems no different. The disproportionate concerns on business impact from jet fuels may be misplaced" NFA. DYOR. *I own $TMDX personally *We own $TMDX at @FirstWaveFund Have a nice day :)
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
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...
$MCE.AX gross spread 10% and prob 3mos or so to final close here...just gone exclusivity...STAM also buying up the arb...don't think there's an overbid here (but you never know) but this is prob a 35%+ IRR with (absent total end...
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...
"Speculative stocks fail because investors pay for growth before it becomes measurable." Most speculative stocks don’t fail by accident, they fail because of how they’re priced. Investors often pay for future growth long before it actually shows up in the numbers. That...
Is the AI trade back in play? Advanced chip and semiconductor stocks are showing signs of life again, here’s how to play it.
And of course there's a big move as I (finally!) finish the works and start building a decent position... $LODE https://t.co/FNHAfp5AKs
$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.
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...
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 +...
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...
