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11-NOV-2024 Actual company guidance: 2024: 415 MUSD revenue (S24) and net income 120 MUSD (E24), 2025: 465 MUSD (S25), 165 MUSD net income (E25) Market cap of 5.35 BUSD (P) at 22.62/share: P/S24 = 12.9, P/E24 = 44.6, P/S25 = 11.5 and P/E25 = 32.4) My assumptions: ADMA will be highly profitable due to high ratio of hyperimmunes (maybe eventually they will only manufacture hyperimmunes if S. pneumonia is successful and provided they can source the required amount of hyperimmune plasma).

Key Takeaways Clear Secure (YOU) has strong potential for future growth, particularly if it successfully diversifies its offerings and expands its digital identity services beyond airports. The company’s success hinges on its ability to scale internationally, as its current US-centric focus limits its addressable market.

Key Takeaways Strategic alliances and joint ventures are set to amplify technological advancements, revenue, and profitability. Robust backlog and defense focus are likely to sustain profitability and enhance future revenue streams.

Catalysts Most Immediate Catalysts (1–2 Years) AI Growth with Copilot & Azure AI – Microsoft is aggressively integrating AI into Office 365 (Copilot) and Azure AI, driving enterprise adoption and monetizing AI-powered software. Cloud Expansion (Azure) – Azure continues to gain market share, benefiting from enterprise digital transformation and AI workloads.

Key Points SoundHound has developed over two decades of moat in an industry that just started getting traction. With shrinking electronics and communication with machines becoming more mainstream, I believe the company can capture much of this growth.

Institutional buying at 6.24

The Public Purchase Offer against Aedas Homes will bouilt a giant on its area of bussiness. The fact that both companies perform a similar ( not same) bussiness and that Neinor preffer to keep doing both ways makes the adquisition a very smart move.

assume analyst projections for 3 yrs, then use a terminal value discounted at 10% - 2.5%, for inflation. yields a value of $131.31.

Key Financials: 2024 Forecast: 80,000 oz production; $160M cash flow. 2029 Forecast: 155,000 oz production; $250M cash flow.