Global Community
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Global Weekly Picks
US Domestic Graphite producer buoyed by Tariffs on Critical minerals and with ownership of the largest graphite deposit in the world
Westwater resources is a US domestic graphite producer for batter anodes who is in development of both a graphite refining plant (Kellyton) and ownership of 65 square miles ~70,000 acres of one of the richest graphite deposits in the world (the alabama graphite belt). WWR also has recently completed the first phase of their Kellyton graphite processing plant which will allow them to ship off processed graphite to manufacturers in the MT-sample range.Read more
They're already dead; spreadsheets are detached from reality.
Hasbro seems to be doing okay; on the spreadsheets and analyses, it seems they're recovering, it seems there is a plan unfolding. But nothing is father from the truth.Read more
Bandai Namco will ride a 6% growth wave powered by its hit games like Elden Ring
Bandai Namco is well-positioned to deliver 6–8% compound annual revenue growth over the next five years, supported by its diversified entertainment portfolio and strategic focus on intellectual property (IP) monetization. The company’s growth engine is fueled primarily by its Games segment , which benefits from a robust pipeline of AAA titles and digital distribution channels.Read more
Euroseas - Long-term contracts and high margins
Catalysts Eurosea's core business is long-term charter contracts. These are very profitable due to the tactically selected shore-based routes as a supplier to smaller ports.Read more
Docebo - Customer and employee training
Catalysts 94% of revenue comes from subscriptions, which is Docebo's core business. The e-learning services industry expects an annual growth of approximately 19% until 2030, which could provide strong tailwind.Read more
Q4 2024 Italian language
Ecco cosa dicono gli utili di Novo Nordisk del Q4 2024 Nonostante le azioni si trovino ai minimi degli ultimi 15 mesi e il sentiment generale sia un po' ribassista, i dati del Q4 offrono spunti interessanti. Il colosso farmaceutico europeo ha registrato un incremento del 30,1% nelle vendite , raggiungendo 11,48 miliardi EUR, superando così le attese.Read more
Verbio's Profits Could Surge Up To 16% Riding Global Clean Energy Wave
Verbio presents a compelling mid- to long-term investment case in the renewable energy and biofuels sector, benefiting from global decarbonization trends, favorable regulation, and its strong technological platform in advanced biofuels. The company's unique position in biomethane and biodiesel, combined with its integrated production and feedstock flexibility, allows it to scale efficiently.Read more
Karoon Energy (ASX:KAR) - Buy Baby Buy 🚀
Overview Our analysis indicates that Karoon Energy (ASX: KAR) is generating exceptionally strong free cash flow (FCF), with an FCF margin of ~45%—well above industry averages. Supported by a $65 per BOE base case, stable production growth (+3.8% annually), and a well-structured CAPEX program ($120M p.a.), Karoon is positioned to generate ~$293M USD in annual free cash flow.Read more
Bubble waiting for a pin!
The fundamental business is growing good and may continue to do so but what is bewildering is the growth in the share price which is completely detached from the fundamentals. Even taking lofty valuation priced for perfection, the stock appears overvalued.Read more
