Sangamo Therapeutics’ Chapter 11 asset sales leave common equity tied to $100 million in PTC Fabry therapy approval milestones and a…
S Triple S Special Situations Investing Sep 2 6 clicks
Fastly's Q2 revenue rose 23%, while Security and Compute reached a $200 million run rate and drove record profitability.
SA Miletus Research Sep 2 Andrada Mining’s Uis ore sorter targets higher tin grades and lower unit costs after FY26 operating cash flow reached £4.7 million, but…
S The Oak Bloke Sep 2 7 clicks
Tectonic Therapeutic's TX45 CpcPH-HFpEF program gains support from Merck's CADENCE data; Phase 1b hemodynamics and cash through Q1 2029 set…
SA Equity Eagle Sep 2 2 clicks EVC reported a solid second quarter and outlook.
S Nat Stewart - Stock Picking Newsletter Sep 1 15 clicks
Limbach's EBITDA fell 30% as organic revenue declined, but 1 Main Capital calls the weakness temporary and views CYMCOR as its first…
YT Yet Another Value Podcast Sep 1 9 clicks
IEH Corporation won $6.5 million of APKWS orders, lifting backlog above $45 million as defense connector demand drives capacity expansion.
BL Atrium Research - Equity Research Sep 1 1 click
Lumen is shedding consumer lines for data-center services; $9.2 billion of deferred revenue, up 72%, supports its enterprise order book…
BL Cestrian Capital Research. Sep 1
MDA Space is added to the Aurelion Index after hiring engineers, signing large contracts and expanding facilities; the thesis cites…
S Aurelion Research Sep 1 5 clicks
GoPro rushed out its Starman Optical merger after Markiplier-driven buying sent GPRO up roughly 90% premarket, offering shareholders $1.14…
S Yet Another Value Blog Sep 1 4 clicks
TMCR · short Metals Royalty Company, a U.S.-focused critical-minerals royalty platform, direct-listed on Nasdaq in April 2026 and holds royalty and…
BL Value Investors Club May 25
Argentine banks, tariff-exposed stocks and Customer’s Bancorp anchor an earnings-season watchlist after Milei’s election victory,…
S Cluseau Research Oct 27 3 clicks
WaterBridge and Secure trade at 10–11x 2025 EBITDA despite produced-water disposal economics resembling higher-multiple municipal waste…
S 310 Value’s Newsletter Oct 21 2 clicks
Arcadia Biosciences plans to merge with Permian E&P Roosevelt Resources, which targets CO2-enhanced recovery from a 13,892-acre Texas field…
Ruger trades at a $468 million enterprise value, about 7 times normalized free cash flow, with $101 million cash and no debt as gun demand…
Braemar Hotels & Resorts initiated a sales process and faces a gross asset management contract.
BL Clark Street Value Sep 5 3 clicks
Amplitech's bull case rests on $118 million in 5G Open RAN LOIs, 125% projected revenue growth and a 1x EV/sales valuation.
S Multibagger Monitor Aug 28 10 clicks
China Yuchai’s potential MGP IPO could separate its data-center and genset arm, with employee incentives tied to a listing and a proposed…
S Maius Partners Aug 26 2 clicks
GAMCO Investors trades OTC at a $550 million market cap, with $150 million in excess cash and a 5.2-5.7x operating-income valuation despite…
S Exploring with Alluvial Capital Aug 21
Acuren's Q2 revenue rose 1.5% to $313.9 million before its NV5 merger; post-close selling drove TIC down 21% as management targets $20…