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<<< To see my other narratives, please scroll up and klick on Tokyo (next to my profile picture) >>> My main narrative for ANET: Young company (founded 2004, IPO 2014), disrupting CISCO in the High Speed Switch Market (for Datacenter, Cloud and AI) Very successful introduction of Fast Internet Switches for Brokerage (High Speed Trading) Internet Speed will continuously increase to meet “tactile internet” capabilities (control robots or vehicles over distance (through internet) with nearly no delay) Perfect fit of Arista HW and Arista SW, as known from Apple devices, leads to high customer satisfaction and customer binding I focus also on: More equity than debt. Ratio is at 0%.

1. £ 14 m mcap, £ 65 m revenue 2.

Key Highlights (H1 2025 vs H1 2024): Revenue grew by 53% to ₦36.76bn from ₦24.03bn. Gross Profit rose by 73% to ₦8.32bn.

Projected Growth Drivers: Product Innovation: The company has allocated approximately ¥1.2 billion to research and development in the last fiscal year, focusing on enhancing product quality and expanding service offerings. ​ Market Expansion: Nihon Parkerizing operates in over 15 countries and aims to increase its market penetration by 20% in regions like Southeast Asia and Europe by 2025.

Fusion Fuel Green PLC (HTOO), currently trading at around $0.50 per share, has high growth potential driven by the increasing global demand for green hydrogen technology. The company’s focus on innovative hydrogen production solutions positions it to benefit from decarbonization efforts in key sectors such as heavy industry and transportation.

Bull BBW is set to renegotiate leases over time. Favorably updated rent agreements, new off-mall locations, and productivity gains from the White Barn format conversion could help boost profits.

La meva anterior narrativa es basava en: Intel va perdre la possibilitat de dissenyar el xip de la futura PlayStation 6. L'empresa ha diversificat el seu negoci i la seva estratègia des de fa uns anys, però recentment va perdre aquesta oportunitat clau.

Le marché perçoit Racing Force comme une microcap obscure, active dans un marché passion peu scalable. Racing Force est en réalité une plateforme d’équipements de sécurité certifiés dans un marché mondial de niche mais fragmenté, qui combine trois avantages réunis : Une marque culte (Bell) avec un pricing power régulé (normes FIA) → barrières à l’entrée fortes , Une structure légère et rentable , peu gourmande en capital, capable d’autofinancer une stratégie de croissance externe (buy-and-build sur les niches du racing), Une optionalité cachée : Zeronoise (headset racing tech), Racing Spirit (lifestyle), et le potentiel de devenir l’acteur dominant en “safety-as-a-service” dans les circuits.

1. Cybin's Intellectual Property : Cybin has over 70 granted patents and 220 patent applications pending across multiple patent families.