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The 1960s Fighter Jet That Could Crack Open a $20 Billion Satellite Market
Starfighters Space ( NYSE: FJET ) owns a fleet of supersonic F-104 aircraft (they call Starfighters) and plans to use them as a reusable first stage for space launches. This program, called STARLAUNCH, can lead to faster turnaround times for launch schedules and potentially lower costs than traditional methods.Read more
Oriental Kopi's Indonesia JV Strengthens Regional Growth Narrative
Oriental Kopi Holdings Bhd has taken another meaningful step in its regional expansion strategy by formalising a joint venture with Indonesia's PT Era Boga Nusantara (EBN) to develop and operate Oriental Kopi restaurants in the country. While the initial investment is relatively modest, the partnership has the potential to become an important long-term growth catalyst as the group steadily expands its footprint beyond Malaysia.Read more
Figma (FIG): The S&P 500’s Design Standard Turning Into an All-in-One Platform
Figma is moving from a single design tool into a connected workspace where product, marketing, and web teams can create and publish without bouncing between apps. The big question is whether that “all-in-one” pull and new AI features keep it hard to replace as deep-pocketed rivals close the gap.Read more
FV 206,24 but with a 310-154 range...to discuss
This week's StoxEurope deep-dive takes UCB SA/NV (UCB, Euronext Brussels) — a Belgian biopharmaceutical — through the triangulation method. It is the first deep-dive in the series where the selection rules leave a single intrinsic model standing.Read more
Frank Giustra Backed: The High-Grade Silver Project Acquired for Just $3.5M Could Deliver 30x Silver Torque
A small silver explorer in Argentina starts with a known high-grade deposit and ready-to-use site infrastructure, then drills hard to prove the area is much bigger than the current find. Big-name backers add credibility, but the project still needs key technical studies and clarity on how cleanly the metal can be processed.Read more
Ryde Group Ltd (NYSE American: RYDE): A High-Growth Challenger in Asia’s Digital Mobility and Quick Commerce
Ryde is a smaller Singapore ride-hailing and delivery app trying to win customers and drivers with a driver-friendly, no-fee approach and a focus on repeat riders. Partnerships, greener transport options, and plans to expand into new cities could help it grow fast, but it still needs to prove it can scale without losing money.Read more
MercadoLibre and the Spreadsheet Trick That Decides Everything
MercadoLibre looks like it’s burning cash, but that apparent problem may actually come from pouring money into its fast-growing lending business. If that bet pays off, the company could be far more valuable than the market expects—but the next earnings report may quickly reveal whether this is smart reinvestment or a lasting drag.Read more
5/8/26 — DLocal: trading 70% below a 9.8%-discounted fair value, with the cash flow to defend it
DLocal looks priced as if its growth is about to cool sharply, even though it turns a large share of sales into cash and sits on a strong cash cushion. The big question is whether that growth can hold up, because the upside case depends heavily on what happens over the next several years.Read more
Diagnostyka SA: Solidny lider, który już nie jest tani
Diagnostyka stands out as Poland’s leading lab testing network, and it’s building a second growth engine in medical imaging while still throwing off plenty of cash. The catch is that the market already expects a lot of good news, so the upside may be limited unless the price becomes more attractive or the imaging expansion delivers faster than expected.Read more
