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Stripping away the seemingly "boring" exterior of rubber compounding and looking at the company’s true nature: an extremely disciplined M&A machine with a relentless focus on operational excellence 1. The Narrative: "The Consolidation Engine" Niche Dominance: Hexpol doesn't compete on price for bulk products.Read more

Key Takeaways Unicycive has successfully completed clinical development of its lead asset, Oxylanthanum Carbonate (OLC). OLC has been designed to improve on current phosphate binders by offering better efficacy, fewer pills, and improved tolerability over alternative treatments for hyperphosphatemia chronic kidney disease patients on dialysis.Read more

Here are data based on 3rd quarter: BVPS ~ EUR 171.5 Normalized ROE: 13–16% Payout: 50–60% CET1 above SREP Regarding publish strategy for the 2026 Strategy target: Recurring revenues: EUR 1.1bn → > EUR 2.0bn Profit: EUR 0.5bn → > EUR 1.0bn CIR: 46% → <45% ROE: >15% (including 1–2 p.p. uplift from strategic initiatives) P/B: 0.8x → >1.0x Payout ratio: 40% → 50–60% Capital and risk CET1: 16.4% → >13% Assumptions NIM remains >3.2% (this might be difficult to keep) CIR improves toward 43% (now is cca 45%) Strong growth in fee income ( they plan to proceed with acquisitions) ROE 16–17% ( now is around 15%) Payout 60% Outcome BVPS 2030: ~EUR 250 P/B: 1.15x Share price: ~EUR 285 Cumulative dividends: ~EUR 75 Total value in 2030: ~EUR 360 Scenario is bullish but there is a room to achieve this. A possible future greater presence on the Croatian market, which is burdened with certain problems from the political past of relations between Slovenia and Croatia, would probably catapult the share above €360 by 2030.Read more

Ticker: BRIT Recent Price Range: ~KES 8.5 – 9.6 (52-week range ~KES 5.92 – 10.10). Market Capitalization: ~KES 22–24 Billion.Read more

Mader Group is a specialist maintenance and technical services provider to mining and heavy industry, best characterised as a supplier of high-skill, outsourced maintenance labour for critical mining and industrial equipment. Over recent years, the company has been a consistent performer, delivering return on equity of around 30% over the past four years.Read more

For a firm like Bouvet, the valuation isn't about high-risk moonshots; it's about the reliability of the cash flow machine 1. The Narrative: The "Local Trusted Partner" Bouvet’s narrative is built on three pillars: Regional Dominance: Unlike offshore giants (like Infosys) or massive global firms (like Accenture), Bouvet sells proximity.Read more

As of the market close on January 20, 2026, Viohalco's shares traded at €12.00, within its 52-week range of €4.70–€12.30, reflecting a market capitalization of approximately €3.2 billion. This personal analysis reflects my view on the stock's undervaluation amid sector headwinds, drawing from real-time data and my proprietary modeling.Read more

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....Read more

Asante Gold – Updated Snapshot (Sept 2025) Latest official guidance and disclosures Five-year outlook: company targets ~500,000 oz/yr by 2028 and >US$2B cumulative unlevered FCF (company outlook). asantegold.com+1 2026 production target (company): ~450,000 oz consolidated (Bibiani + Chirano).Read more