Community

This is shaping to be a very solid company, and they won't lose anything by having ex Newcrest CEO Craig Jones as their new CEO.

Robotics and artificial intelligence are rapidly transforming industries from manufacturing to healthcare. BOTZ provides diversified exposure to companies leading this change — including hardware (robot arms), automation software, and AI chips.

If you trust DCF valuation, AU $14+ represents fair intrinsic value—implying meaningful upside. Analyst consensus supports a modest upside (~25%) near AU $11.

2026 it takes off remote drones with re-power nests

Nucor offers compelling 18-month upside potential with a $150 fair value target as the steel giant pivots from commodity producer to value-added manufacturer. The company expects significantly higher Q2 earnings driven by 20-30% steel price increases from new tariffs, while strategic acquisitions in data centers, towers, and infrastructure position Nucor to capitalize on reshoring and electric grid expansion.

GameStop’s Q1 2025 financials, combined with an amazing shareholder community, just showed its takes-money-to-buy-whiskey strategy at work, demonstrating its status as a compelling investment as the retail investors have been saying for years while fighting a corrupt legacy media, bots, social media manipulation and hedge funds. Gamestop delivered a stellar adjusted EPS of $0.17, beating estimates by 325%, and achieved a $44.8 million net profit, reversing last year’s $32 million loss.

They have no homerun drug to replace the 25 billion in revenue from keytruda. If they can postpone the keytruda patent loss or acquire more high revenue assets things could be more optimistic.

The company said it intends to distribute the sale proceeds to shareholders along with the remaining cash holdings, net of any liquidation and other costs, as soon as possible after the last lease end date. It said payment to shareholders is currently expected to be made in the first quarter of 2026.

Amazon is a company of two sides - A high tech, high margin side, comprising its AWS, Advertising and subscription services segments; and its more traditionally known low margin, high volume stores and third-party seller segments. These two sides form a cohesive whole.