Our community narratives are driven by numbers and valuation.
Nanexa AB is a Swedish pharmaceutical company that specializes in drug delivery systems. Here's a brief overview of its corporate history, ownership, focus, and potential: Corporate History Nanexa was founded in 2007 and is headquartered in Uppsala, Sweden.Read more
LST has 3 divisions including a rapidly growing passive fire safety division (PFP) retrofitting specialist cavity closers to solve Grenfell Tower type risks, an Agtech division selling comprehensive solutions to food growers and a printed circuit board business providing bespoke products at relatively low volumes. The latter has effectively been a cash cow that has helped keep the lights on and offered steady growth post IPO, whilst the more recently acquired fire safety business offers huge growth potential with tens of thousands of buildings legally required to be made safe over the next few years and relatively few accredited competitors.Read more
Peter Lynch Valuation Based on the formula: Earnings growth rate × TTM EPS, ValueInvesting.io estimates a fair value of $9.09, with 122% upside from recent trading ($4.10 on June 13) . Note this method may overstate value in a cyclical royalty trust like MARPS, but still highlights a potentially significant gap.Read more
EMN – Eastman Chemical Company 1. Reliable & Growing Dividend - EMN has increased its dividend for 16 consecutive years.Read more

The quality of earnings generated by D-Link is good; it's nearly debt-free, and the Promoter has not reduced its stake from 51%. The company has shown consistent profitability and revenue growth, showcasing expansion in the market.Read more
This belgian REIT feels confident in meeting customers needs and trends and challenges related to internet purchasing. I put its value to EUR 50 per share, which corresponds to the sectorial discount of 20 %.Read more
Key Takeaways Saab's international expansion and increased defense spending position them for substantial future revenue growth in defense products. Profitability improvements and strategic sustainability investments suggest potential increases in net margins and shareholder returns.Read more
Key Takeaways Market optimism may be overestimating sustained revenue and margin growth, ignoring uncertainties in demand, political shifts, and execution challenges on backlog conversion. Rising regulatory scrutiny and potential budget shifts toward sustainability could dampen long-term defense order flow, compressing margins and restricting earnings growth.Read more
Catalysts Almost 90% of sales come from electronic shelf labels. For the digitalization of supermarkets, solutions such as digital shelf monitoring or price automation are needed.Read more
