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REN acquisition of Mirantis ($625M, all-stock) 1. Transaction overview Acquirer: IREN (AI infrastructure / former Bitcoin mining company) Target: Mirantis (cloud infrastructure & Kubernetes orchestration software) Deal value: ~$625M (stock consideration) [ growjo.com ] Announcement date: May 5, 2026 [ kearney.com ] Structure: Mirantis to operate as a standalone subsidiary [ kearney.com ] Mirantis brings: 1,500+ enterprise customers Kubernetes / AI infrastructure orchestration (k0rdent platform) [ kearney.com ] 2.Read more

Exceptional investments are often hiding behind familiar labels. Hotel101 Global Holdings may appear, at first glance, to be just another hotel company.Read more

Rating: High-Quality Compounder / Buy on pullbacks Style: Infrastructure-led secular grower Core debate: Is Quanta simply an expensive contractor riding an unusually strong capex cycle, or is it the best-positioned execution platform for a multi-year grid, electrification, and AI-power buildout that deserves a premium multiple? Executive view Quanta is one of the clearest “picks-and-shovels” beneficiaries of the U.S. power infrastructure supercycle.Read more

Originally Posted Dec 5 on the Woodworth Contrarian News Page Brought to you by Quinn Millegan & The Woodworth Contrarian Fund A Deep Dive Into Why the Market Is Pricing MGPI for Permanent Decline When Cyclical Recovery Is Lurking in Plain Sight MGP Ingredient’s factories in Atchison, KS & Lawrenceburg, IN - MGP Ingredients Corporate THE SETUP: MEET THE STOCK THAT FELL 75% AND NOBODY NOTICED MGP Ingredients closed at $24.70 yesterday (with a 3–6% increase intraday today). Two years ago—December 4, 2023—it traded at $91.53.Read more

Fidson Healthcare Plc - Narrative At its core, Fidson Healthcare Plc is a company benefiting from a simple but powerful trend: Nigeria is steadily shifting toward producing more of its own medicines. As this transition plays out, companies that already have the capacity, regulatory footing, and distribution network in place are likely to pull ahead—and FIDSON fits that profile.Read more

Investment Thesis At $58 the FY2025 FCF yield is ~13.8%, pricing in significant permanent impairment — if transformation spend proves genuinely temporary, the stock is cheap relative to normalized earnings power Core switching costs remain intact: Financial Solutions posted 38% GAAP operating margins even in the trough quarter, confirming the underlying contract economics have not deteriorated Clover Merchant organic revenue held at only -1% in Q1 despite macro pressure, suggesting volume share is stable and the SMB platform is not losing ground to Square or Toast May 14 Investor Day is a near-term catalyst — credible medium-term FCF and margin targets could re-rate the stock materially from current levels Buyback suspension preserves balance sheet flexibility during peak transformation spend; resumption at $58 would be highly accretive and is a logical 2027 capital allocation move if FCF recovers Risk Considerations Q1 2026 FCF of $259M annualizes to ~$1B against $29.4B in net debt — if the trough extends into 2027, leverage becomes a genuine constraint and the equity cushion narrows further Financial Solutions organic revenue declined 6% in Q1, the steepest rate in the dataset, with no disclosed inflection catalyst before Investor Day The One Fiserv transformation is consuming cash at an accelerating rate ($95M in Q1 transformation payments alone) with no demonstrated financial results yet — execution risk on a multi-year AI and platform modernization is high Buyback suspension removes the ~6% annual share count reduction that was the primary EPS accretion mechanism, leaving the forward earnings story dependent entirely on organic recoveryRead more

98% of pancreatic cancer patients in Phase II study generated powerful immune responses to the KRAS antigens. Median T-cell immune response above threshold was 44-fold.Read more

Synopsis For decades, humanoid robots lived in science fiction. Now they are assembling cars in Shenzhen, delivering food in Los Angeles, and operating robotic arms on the International Space Station.Read more

🪙 Polymetals Resources Ltd (ASX:POL) Polymetals Resources (ASX:POL) is an Australian polymetal producer/restart story centered on the Endeavor silver–zinc–lead mine in the Cobar Basin, NSW. Unlike a “pure silver” discovery play, Endeavor’s economics are driven by multi-metal concentrates (Zn + Pb with Ag credits) and the operational ramp to steadier shipments/cashflow.Read more