Offshore
Photo
Fiscal.ai
MercadoLibre CEO, Marcos Galperin:
"MercadoLibre is the only public company in the world (out of +83,000 public companies) to grow more than 22 consecutive quarters in a row at a yearly rate greater than 30%. Currently 27 consecutive quarters."
$MELI https://t.co/6wb7t5ZXUb
tweet
MercadoLibre CEO, Marcos Galperin:
"MercadoLibre is the only public company in the world (out of +83,000 public companies) to grow more than 22 consecutive quarters in a row at a yearly rate greater than 30%. Currently 27 consecutive quarters."
$MELI https://t.co/6wb7t5ZXUb
tweet
Offshore
Photo
Offshore
Photo
Clark Square Capital
Fantastic interview with @joekraymond. Recommend a read.
tweet
Fantastic interview with @joekraymond. Recommend a read.
At the link below, you can find my conversation with @joekraymond — portfolio manager at Caldwell Sutter Capital, former analyst under Larry Goldstein, broker in OTC illiquid stocks, and author of what I consider some of the best case studies and untold stories on obscure micro-cap winners.
It’s not often you find an investor as skilled or an analyst as diligent as Joe. His perspective really resonated with me, and I’m thankful he agreed to what I believe is his first-ever interview online.
Enjoy! tweet
Offshore
Photo
Fiscal.ai
RocketLab just reported its highest gross profit per launch ever.
Revenue per Launch: $10.1 million
Cost per Launch: $5.9 million
Gross Profit per Launch: $4.2 million
$RKLB: +8.1% after hours https://t.co/tc6r30XPd5
tweet
RocketLab just reported its highest gross profit per launch ever.
Revenue per Launch: $10.1 million
Cost per Launch: $5.9 million
Gross Profit per Launch: $4.2 million
$RKLB: +8.1% after hours https://t.co/tc6r30XPd5
tweet
Offshore
Photo
Clark Square Capital
RT @TenvaCapital: Challenger Gold ( $CEL.AX ) is on the cusp of a critical transition from a dual-asset explorer to a de-risked, fully funded, near-term gold producer.
From January 2026, the company will commence production via the Toll Milling of 3% of its high-grade Hualilan flagship asset in San Juan, Argentina.
At US$4000/oz gold, Challenger should generate ~75% of today’s market cap alone in Free Cash Flows over the next 3 years.
Critically, this will enable a large bulk of the financing for the remaining 97% standalone Hualilan project which I believe the market is ascribing very little if any value to today.
Moreover, the market seems to be completely ignoring Challenger’s active engagement in monetizing its’ Ecuador assets.
These represent a massive, yet-to-be-realized source of value backed by CMOC’s recent takeover of Lumina Gold’s adjacent Cangrejos project – with look through valuation that implies AU$170M – 54% of today’s market cap - for CEL’s attributable resources.
Despite being on the cusp of production from January 2026, Challenger today trades at a meagre 2.6x NTM EV/EBITDA, assuming US$4000/oz gold.
At US$3000/oz gold, Challenger is still far too cheap at 4.2x NTM EV/EBITDA.
Upon the commencement of robust Free Cash Flow generation from January 2026, I believe the market will rapidly wake up to the Challenger Gold story with the stock quickly re-rating to at least 0.4x P/NPV, implying 46% near-term upside from the last traded price of $0.13.
Link below.
tweet
RT @TenvaCapital: Challenger Gold ( $CEL.AX ) is on the cusp of a critical transition from a dual-asset explorer to a de-risked, fully funded, near-term gold producer.
From January 2026, the company will commence production via the Toll Milling of 3% of its high-grade Hualilan flagship asset in San Juan, Argentina.
At US$4000/oz gold, Challenger should generate ~75% of today’s market cap alone in Free Cash Flows over the next 3 years.
Critically, this will enable a large bulk of the financing for the remaining 97% standalone Hualilan project which I believe the market is ascribing very little if any value to today.
Moreover, the market seems to be completely ignoring Challenger’s active engagement in monetizing its’ Ecuador assets.
These represent a massive, yet-to-be-realized source of value backed by CMOC’s recent takeover of Lumina Gold’s adjacent Cangrejos project – with look through valuation that implies AU$170M – 54% of today’s market cap - for CEL’s attributable resources.
Despite being on the cusp of production from January 2026, Challenger today trades at a meagre 2.6x NTM EV/EBITDA, assuming US$4000/oz gold.
At US$3000/oz gold, Challenger is still far too cheap at 4.2x NTM EV/EBITDA.
Upon the commencement of robust Free Cash Flow generation from January 2026, I believe the market will rapidly wake up to the Challenger Gold story with the stock quickly re-rating to at least 0.4x P/NPV, implying 46% near-term upside from the last traded price of $0.13.
Link below.
tweet
Offshore
Photo
Quiver Quantitative
BREAKING: Representative Jonathan Jackson just filed new stock trades.
He bought up to $50K of Robinhood stock, $HOOD.
Jackson sits on the House Subcommittee on Digital Assets.
Full trade list up on Quiver. https://t.co/zTtAbOANLK
tweet
BREAKING: Representative Jonathan Jackson just filed new stock trades.
He bought up to $50K of Robinhood stock, $HOOD.
Jackson sits on the House Subcommittee on Digital Assets.
Full trade list up on Quiver. https://t.co/zTtAbOANLK
tweet