Global Community

TLDR : ANAB has a scaling and rising royalty stream, one up and coming new royalty, a loan that dies in 2027 which will result in a doubling of revenue, and a lawsuit that could soon double the value of the stock. Sign up for my Substack for more special situations.Read more

TLDR: EWC trades at A$0.052. It carries no debt, just agreed to sell its turbines for US$350m (~A$500m), and once that cash lands the company will be sitting on roughly ~$0.12 a share in net cash with a potentially almost completed strategic Philippine LNG terminal effectively thrown in for free.Read more

Abitibi Metals is building a case around a high-grade mix of copper, gold, zinc, and silver in Québec, with a bigger stake in its main project and an active drill program aimed at growing what’s already been found. The catch is that the deposit still needs real proof it can become a profitable mine, so upcoming drilling, testing, and early study work matter a lot.Read more

After Ubisoft’s recent reset, the market treats it like a troubled publisher—but a deal with Tencent suggests some of its biggest game franchises may be worth far more than the whole company. The upside case hinges on whether management can stop the cash drain and unlock value from those assets before strikes, governance barriers, and restructuring pain get in the way.Read more

Zylox-Tonbridge is starting to show signs that its medical devices are moving from overseas buzz to real use in hospitals, with doctors trying multiple products across several countries. If those early wins turn into repeat buying, it could help the company rely less on a tough, price-pressured home market—but the next steps will matter.Read more

Geohan looks set to ride Malaysia’s building boom thanks to a strong backlog of signed work and fresh wins on major projects. If fuel and other key costs stay calmer, the company could see smoother execution and better profitability—but competition in construction remains a key watch-out.Read more

MM Computer Systems Bhd has secured two maintenance support contracts worth a combined RM24.54 million, providing the newly listed IT solutions provider with improved earnings visibility and reinforcing its ability to secure recurring business from large enterprise customers. The contract wins also demonstrate the group's continued momentum shortly after its recent listing on the ACE Market.Read more

TLDR: Basically debt-free with net cash rare earth miner about to FID with project funding underwritten by the government. The stock last raised money at A$0.051 in November 2025 and is now trading at 2.6 cents due to a forced seller of 17% of the outstanding shares of the stock by July 2nd, because Chyna is bad, Mkay.Read more

MIXI leans harder into sports betting and related businesses after absorbing PointsBet, and early user growth suggests this newer arm could become a real profit driver over time. Meanwhile its hit game and other mature apps still throw off cash, but the key question is whether new products and a global launch can offset slowing momentum in the old core.Read more