A Venezuela Oil Lottery Ticket for 41 Cents
A little-known SPAC is trying to bring a Venezuelan oil field deal to the US stock market, betting that old wells can be brought back to life and production can rebound. It could become a high-upside bet if approvals and funding come through, but it also sits on a long list of things that could derail it.Read more
A gold company selling at cash value with over 5.5 Million oz of reserves
This gold miner trades as if its mines are worth almost nothing, because most of its market value is backed by cash after a major asset sale. The big question is whether a disputed bill from the Papua New Guinea government and a long-stalled restart in Nova Scotia clear up as planned, unlocking a step-change in production.Read more
VISN trades at $11.83 with roughly $1.88 billion of cash and zero debt after closing the sale of its Ruckus division to Belden on July 1
After selling off major divisions and paying down debt, VISN now sits on a large cash pile and plans to send most of it back to shareholders soon, leaving behind just one growing business. The remaining Aurora Networks unit is expanding quickly and could be worth far more if it gets re-rated or sold, but taxes and timing around the payout matter.Read more
Dong-A Eltek (088130 on the KOSDAQ) trades at ₩4,325 and owns about ₩17,780 per share of assets
Dong-A Eltek looks like a rare Korean holding company where the market price seems to ignore what it owns, including a key stake in an OLED equipment maker that’s started winning big orders outside Japan. The catch is patience: the gap can stay wide for a long time, and geopolitics could hit its customers.Read more
Getting Paid 10% for a Ringside Seat at the Braemar Circus with a potential 2x payout
Braemar runs high-end hotels, but it’s caught up in messy governance fights and big payments to insiders that have angered major shareholders. One investor thinks a specific preferred share offers steady income while you wait for asset sales, a takeover, or a wind-down that could pay it back in full—though a downturn or more bad decisions could still derail the story.Read more
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
This company is transforming into a lean royalty business built around a fast-growing cancer medicine, with another potential royalty stream on the way. A looming court fight with a pharma giant could unlock extra upside, while the existing royalty checks and a soon-ending loan arrangement shape what happens next.Read more
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 compan
A long-troubled energy developer suddenly looks very different after wiping out its debt and agreeing to sell unused power turbines for a huge cash payout. The big question now is whether the buyer follows through on staged payments—and whether management uses the windfall to finish a key gas terminal and reward shareholders or repeats past mistakes.Read more
Basically debt-free with net cash rare earth miner about to FID with project funding underwritten by the government.
A little-known Australian miner says it could become one of the few reliable sources of hard-to-get rare earths outside China—materials used in electric vehicles, wind turbines, and defense equipment. A government-mandated sell-down has been weighing on the shares, but once that clears, upcoming final project decisions and potential government-backed funding could change the story fast.Read more