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Simplifying Stocks, CPA
RT @FinFluentialx: Stocks rise as Wall Street braces for inflation reality checks https://t.co/xKn4NXWeIf
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RT @FinFluentialx: Stocks rise as Wall Street braces for inflation reality checks https://t.co/xKn4NXWeIf
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Hidden Value Gems
Anyone looked at Esso SAF - a French subsidiary of $XOM - the numbers look like its MCap is almost the same as Net Cash, but this is probably outdated as they should have paid a special dividend. XOM is taking it private, as I understand it.
Most of the info is in French.
Just curious if there is any juice left there...🤔
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Anyone looked at Esso SAF - a French subsidiary of $XOM - the numbers look like its MCap is almost the same as Net Cash, but this is probably outdated as they should have paid a special dividend. XOM is taking it private, as I understand it.
Most of the info is in French.
Just curious if there is any juice left there...🤔
tweet
ToffCap
Lots of action over at Empresaria $EMR.
A large shareholder owning >5% has been pushing for a big clean up of the board.
At the same time, the company is waiting for a 'firm intention' from Legacy UK for its 62p p/s offer (c. +60% vs the current price).
~4x ev/ebitda on arguably depressed earnings. Crappy liquidity though.
And a ton of Dutch investors on the register it seems 🤔
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Lots of action over at Empresaria $EMR.
A large shareholder owning >5% has been pushing for a big clean up of the board.
At the same time, the company is waiting for a 'firm intention' from Legacy UK for its 62p p/s offer (c. +60% vs the current price).
~4x ev/ebitda on arguably depressed earnings. Crappy liquidity though.
And a ton of Dutch investors on the register it seems 🤔
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Dalius - Special Sits
Interesting thoughts on $MYY.AX
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Interesting thoughts on $MYY.AX
$MYX.AX: Barring an FIRB update or significant news I’ll hit pause on these posts until the trial and I’ll briefly summarize my thinking before 22 September: 1. 60% is an excessive spread; a state government publicly asking for FIRB intervention is highly unusual /1 tweet
X (formerly Twitter)
Fabre Research (@fabreres) on X
$MYX.AX: Barring an FIRB update or significant news I’ll hit pause on these posts until the trial and I’ll briefly summarize my thinking before 22 September: 1. 60% is an excessive spread; a state government publicly asking for FIRB intervention is highly…
Dalius - Special Sits
Interesting thoughts on $MYX.AX
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Interesting thoughts on $MYX.AX
$MYX.AX: Barring an FIRB update or significant news I’ll hit pause on these posts until the trial and I’ll briefly summarize my thinking before 22 September: 1. 60% is an excessive spread; a state government publicly asking for FIRB intervention is highly unusual /1 tweet
X (formerly Twitter)
Fabre Research (@fabreres) on X
$MYX.AX: Barring an FIRB update or significant news I’ll hit pause on these posts until the trial and I’ll briefly summarize my thinking before 22 September: 1. 60% is an excessive spread; a state government publicly asking for FIRB intervention is highly…
Aadit Sheth
RT @neatprompts: This guy literally dropped a 3-hour masterclass on AGI
https://t.co/cUucqzt0Dn
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RT @neatprompts: This guy literally dropped a 3-hour masterclass on AGI
https://t.co/cUucqzt0Dn
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ToffCap
RT @LuxOpesResearch: We're back with a new publication!
Today we discuss:
🇩🇪 Deutsche Telekom $DTE
🇬🇧 Phoenix Group $PHNX
🇫🇷 Michelin $ML
🇫🇷 Interparfums $ITP
🇵🇱 AmRest $EAT
🇫🇷 STEF $STF
🇬🇧 Gamma Communications $GAMA
🇳🇱 NN Group $NN
🇫🇷 Bastide $BLC
Link in bio. https://t.co/zxzetKqOM6
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RT @LuxOpesResearch: We're back with a new publication!
Today we discuss:
🇩🇪 Deutsche Telekom $DTE
🇬🇧 Phoenix Group $PHNX
🇫🇷 Michelin $ML
🇫🇷 Interparfums $ITP
🇵🇱 AmRest $EAT
🇫🇷 STEF $STF
🇬🇧 Gamma Communications $GAMA
🇳🇱 NN Group $NN
🇫🇷 Bastide $BLC
Link in bio. https://t.co/zxzetKqOM6
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