Global Community

I believe Celsius Holdings stock can reach a price of $47.00 per share (+42%) over the next two months, with potential to reach $71.00 per share within the next few years. This will be driven by continued earnings and revenue gains, international expansion, and the long-term integration of Alani Nu and Rockstar, which were both recent acquisitions.Read more

Is the market paying more for companies that might build the quantum future, or for companies that may help secure the transition into it? Cloudflare is not a quantum computer company.Read more

Weebit Nano has long been treated by the market as an advanced semiconductor science project — interesting technology, credible people, but still too early to anchor valuation to conventional earnings. That perception is understandable.Read more

Master Tec Group Berhad (KLSE: MTEC) has secured another important vote of confidence after Tenaga Nasional Berhad extended its underground cables and conductors supply contract for one year, with the latest extension valued at RM109.54 million. The extension will run from 10 August 2026 to 9 August 2027, bringing the total contract framework value to approximately RM251.94 million.Read more

(This article was published around a week ago on my substack page: Has the LIC Devaluation Run Its Course? A WAM Capital Case Study ) Over the last several years, the Australian Listed Investment Company (LIC) sector has experienced broad valuation compression, with many vehicles moving from persistent premiums to discounts relative to Net Tangible Assets (NTA).Read more

The "Easy Money" Is Gone, But The "Smart Money" Is Staying: My Take on Alphabet If you look at the headlines, Alphabet looks like a giant under siege. The Department of Justice is at the door, and competitors like ChatGPT are nipping at Search’s heels.Read more

Carlsberg will gradually evolve from a traditional beer company into a broader premium beverage group, with beer, soft drinks and alcohol-free beverages all contributing to growth. The acquisition of Britvic strengthens Carlsberg’s exposure to soft drinks and gives the group a more balanced portfolio at a time when beer volumes are under pressure in some markets.Read more

Judo Bank is one of the more unusual financial stocks on the ASX because the operating business and the market’s perception of it currently look very different. Operationally, Judo has built a genuine small-business banking franchise, with profit growth, solid net interest margins and a clear niche serving Australian SMEs through relationship-based lending.Read more

Phase 1 drilling done: 11 holes at Cosuño. First modern tests ever.Read more