Our community narratives are driven by numbers and valuation.
Ex-pack Corrugated Cartons PLC Introduction Ex-pack Corrugated Cartons PLC, a subsidiary of Aberdeen Group was established in 1997, It is a Manufacturer and marketer of high quality printed corrugated cartons to an infinite range of customized high quality packaging solutions for both sri lankan and export markets. Ex-pack corrugated cartons limited provides conception, design, prototyping and production of die cut, laminated, telescopic and value-added cartons to suite the bespoke packaging requirements of clients.
SIP – 2Q2025 Review: Solid Core Operations, Expanding Land Bank 2Q2025 Results: SIP reported revenue of VND 2,100 billion (+10% YoY) and NPAT-MI of VND 309 billion (+3% YoY). For 6M2025 , net profit reached VND 660 billion (+21% YoY).
3Q2025 Results: Revenue and net profit reached VND 312 billion (+17% YoY) and VND 204 billion (+10% YoY) , respectively. For 9M2025 , revenue totaled VND 870 billion (+17% YoY) and net profit VND 563 billion (+8% YoY).
Nigerian Breweries Plc (“NB” or “the Group”) delivered a strong recovery in earnings for the nine months ended 30 September 2025, posting a Profit After Tax (PAT) of ₦85.5 billion , a dramatic rebound from a ₦149.5 billion loss in the same period of 2024. The turnaround was driven by robust revenue growth (+47% YoY) , improved cost efficiency, and a sharp decline in net finance cost following the successful ₦600 billion Rights Issue completed in 2024 , which strengthened the balance sheet and reduced leverage.

Africa Prudential Plc delivered another strong financial performance for the nine months ended 30 September 2025 , with profit after tax surging 53.5% YoY to ₦2.05 billion (9M 2024: ₦1.34 billion). The result was underpinned by higher investment income and growth in customer-contract revenue , reflecting the company’s continued diversification into digital and technology-driven services.

Our initial price target for Flower Foods is set at $16.12. As Flower Foods has been crippled with poor earnings and higher margins, a spark in M&A will push the company out of constant stagnation.

QuantumScape: From Ambitious Science to the Cusp of a Battery Revolution Links to my detailed research videos https://www.youtube.com/playlist?list=PLTxyzjHIS6phTvuEN20Iv5uA1g9qLcmc5 QuantumScape (QS) , a company that for years was often dismissed as a mere "science project" by skeptics, has definitively transformed into a formidable business on the verge of real-world impact1.... Having chosen the "Hard Path" to tackle fundamental battery challenges, QuantumScape's journey, spanning over a decade and fueled by approximately $1.5 billion in funding (with roughly $300 million strategically deployed to date), is now poised for commercial success3....
Finding genuine value in the current market is becoming increasingly difficult. Stock indices are at or near all-time highs.

The Game-Changing Executive Order: A $11.4B Company's Perfect Storm Sometimes the stars align in ways that even the most astute investors couldn't predict. For IREN Limited (NASDAQ: IREN), currently valued at $11.4 billion with shares trading around $42 , the Trump Administration's July 23rd Executive Order on data centre permitting represents exactly that kind of celestial convergence.
