Global Community
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Global Weekly Picks
Interloop (ILP)
ILP is a good growth-oriented company dealing mainly in the export sector. The company came under pressure when tax exemptions on exports were withdrawn in the year 2024, thereby impacting its revenue and net profits.Read more
Trends in Cloud and Advertising Will Deliver Steady Revenue Growth
Key Takeaways Google’s dominance in search, and digital advertising industry growth will remain in tact. Cloud computing trends will support Google Cloud revenue growth Alphabet may implement AI slightly slower, but won’t fall behind Current estimates on costs per generative AI query are prohibitive to profitability Until processing power improves and makes generative AI cheaper, Google is unlikely to lose much market share.Read more
Little Green Pharma set to double revenue amidst European expansion
Forecasts for Growth, Future Revenue, Net Profit, and Key Metrics Forecasting LGP’s future performance involves assumptions based on FY2024 trends, market conditions, and strategic plans. Below are speculative projections for key metrics: Revenue Growth: FY2024 Baseline: $25.6 million, up 29% from $19.9 million in FY2023.Read more
Tufton Assets: High-Yield, Deep-Value Shipping with a Built-In Exit 28% NAV Discount
Executive Summary Tufton Assets Limited (LSE: SHPP) presents a rare and compelling opportunity in public markets: a high-yield, NAV-discounted, actively managed vehicle with a clearly defined end-of-life wind-down strategy. The company's structure, execution history, and exposure to shipping segments aligned with geopolitical and macroeconomic dislocation make it uniquely suited for investors seeking inflation-protected income, asymmetric upside from trade realignments, and built-in downside mitigation through real asset monetization.Read more
Caterpillar's Future PE Grows to 16.5x as Revenue Climbs 12.76%
A Caterpillar (CAT) é uma empresa centenária com um histórico de excelência operacional e uma marca reconhecida globalmente como sinônimo de máquinas pesadas, motores industriais e soluções para os setores de construção, mineração, energia e transporte. Com uma receita média anual crescendo 12,76% ao ano nos últimos 5 anos , a empresa tem demonstrado consistência em seu desempenho financeiro, mesmo em cenários macroeconômicos desafiadores.Read more
Gold Fields will shine as Gruyere consolidation and Salares ramp up
TDV Update: As we estimated in December’s Mining & Exploration Monthly Report, at gold prices around $3k, GFI’s share price should be trading closer to $50, as per its net asset valuation. By consolidating ownership of Gruyere, Gold Fields net asset valuation will obviously increase, however this will be offset by share dilution.Read more
Bitcoin Group SE: Undervalued Based on Crypto Asset Holdings
Based on current cryptocurrency holdings, Bitcoin Group SE appears significantly undervalued. As of today, the company's crypto-assets include approximately 3,830 BTC and 10,263 ETH.Read more
Vision of a Global Uranium Upsurge with a Price Target of €0.50
Based on the information available, setting a price target of €0.50 for Global Uranium Corp. (DB:Q3J) appears optimistic.Read more
Can Sleep Cycle Protect Its Competitive Edge Amid Market Challenges?
Sleep Cycle AB — Investment Narrative, Update Q1 2025 Executive Summary Sleep Cycle AB (Nasdaq Stockholm: SLEEP) is the category-leading sleep-tracking app with ~904 000 paying subscribers and a decade-long proprietary data set exceeding three billion recorded nights. The asset-light subscription model generates robust profitability (average EBIT margin ≈ 26 % over 2022-2024) while free cash flow and a net-cash balance (≈ 157 m) support an ordinary plus special dividend.Read more
