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
PERF · long Perfect Corp., a Taiwan-based beauty-tech microcap SPAC, trades below net cash despite sales growth after falling from a brief $2 billion…
BL Value Investors Club May 22
Mereo Biopharma has two late-stage assets, seeks non-dilutive financing for alvelestat Phase 3 trials, and reports cash runway through 2027.
S Raging Bull Investments Jul 23
Instil Bio leased its 128,000-square-foot Tarzana life-sciences building to AstraZeneca for 15 years at $7.52 million annual rent,…
S Raging Bull Investments Jul 13
Red Cat’s Teal Drones is one of two remaining candidates for a $600 million to $1 billion-plus U.S.
S Multibagger Monitor Jul 10 3 clicks
JBG Smith trades at an estimated 40% discount to NAV, backed by National Landing multifamily assets, Amazon HQ demand and $1.3 billion of…
S Raging Bull Investments Jul 10
IBio’s $20 million, debt-free valuation is a high-risk bet that it can partner a myostatin inhibitor for GLP-1-related muscle loss before…
S Multibagger Monitor Jun 3 1 click
Sow Good trades below 6x NTM earnings after retiring debt and raising $12.8 million to expand freeze-dried candy capacity amid rapid…
S Multibagger Monitor May 14 2 clicks
International Money Express trades at roughly 5x forward EV/EBITDA despite growth, modest leverage and excess cash available for…
S Rod’s Ruminations May 11
Iofina’s IO10 iodine plant is due in Q3 2024, adding 100 to 150 metric tons of capacity while higher brine costs pressure earnings.
Coffee Holding trades near a $9 million market cap and $17 million net current asset value, while its proposed Delta merger values JVA…