Sunday, September 6, 2026

An ATM that starts to spit out cash

Andrada Mining’s Uis ore sorter targets higher tin grades and lower unit costs after FY26 operating cash flow reached £4.7 million, but…

Tectonic Therapeutic: Competitor Data Strengthens The TX45 Bull Case

Tectonic Therapeutic's TX45 CpcPH-HFpEF program gains support from Merck's CADENCE data; Phase 1b hemodynamics and cash through Q1 2029 set…

TECX $522M

SA Equity Eagle Sep 2 2 clicks

EVC Update

EVC reported a solid second quarter and outlook.

$LMB: Limbach missed the data center boom. Is that the opportunity? | 1 Main Capital

Limbach's EBITDA fell 30% as organic revenue declined, but 1 Main Capital calls the weakness temporary and views CYMCOR as its first…

IEH Corporation: Research Note

IEH Corporation won $6.5 million of APKWS orders, lifting backlog above $45 million as defense connector demand drives capacity expansion.

GoPro sold itself at 9:20 AM to get ahead of a meme stock

GoPro rushed out its Starman Optical merger after Markiplier-driven buying sent GPRO up roughly 90% premarket, offering shareholders $1.14…

Six Flags And United Parks: Two Different Answers To The Same Demand Problem

Six Flags’ attendance rose 4% while comparable crowd intensity was nearly flat, and both it and United Parks grew deferred revenue about 2%…

FUN $1.2BPRKS $1.6B

SA Sanjay Swamy Sep 1 1 click

[WAY – Waystar] Healthcare is a very complicated invoice

Waystar sells revenue-cycle software for a US claims process where roughly 18% of submitted claims are initially denied and healthcare…

Here's Why You Should Buy Genius Sports Despite Rising Leverage

Genius Sports guided for $1.005–$1.025 billion of revenue and $285–$295 million of adjusted EBITDA despite higher leverage from the Legend…

GENI $1.6B

SA Mayank Marwah Aug 31 5 clicks

Emerge Commerce ($ECOM.V) FINS Review

Emerge Commerce's $44 million COVID-era acquisitions produced losses and impairments, while modestly improved Q2 liquidity leaves its…

PLAB · long

Photronics INC

Quick Value #316 - MasterBrand Inc (MBC)

MasterBrand's all-stock merger with American Woodmark creates the largest cabinet maker, trading at 7.7 times trough EBITDA including…

What I Read This Week

Weekly reading list covers Agnico Eagle, Cameco, Dollar Tree, Meta, Braze and Apollo across mining, retail, AI and insurance.

eDreams: Disproving the Bears and Regaining Credibility

EDreams cut FY26 Prime-member guidance to 600,000 after Ryanair blocks, while its subscription model lifted Prime to 7.25 million members…

Thoughts on ROIC, Margins and Turnover; Mailbox Money and an Update on Natural Resource Partners (NRP)

Natural Resource Partners is assessed through ROIC, capital-light royalty income and valuation as investors crowd into AI suppliers.

Weekend Digest #345 (Colombia Election, AUNA, BRKR, China & EM Risk)

Weekend Digest #345 previews Colombia’s presidential vote, tracks AUNA’s earnings momentum and Bruker’s recovery, and weighs China risk…

Seaport Entertainment (SEG): Four Catalysts Begin in August 2026

Seaport Entertainment targets positive property-level EBITDA as announced leases and programming add $31 million, while an August 2026…

Glow Lifetech ($GLOW.C) FINS Review

Glow Lifetech’s Q1 revenue hit a record $643,000, up 35% year over year, while its $9.6 million market cap and fading warrant overhang…

Atlas Engineered Products ($AEP.V)

Atlas Engineered Products reported Q1 revenue down 15.5%, gross margin at 3%, and a $1.73 million loss while drawing $2 million on its…

TIC Solutions Update: New performance framework and a path to $26+ per share.

TIC targets $3 billion of 2029 revenue, 18% adjusted EBITDA margin and 85% free cash flow conversion, requiring roughly $400 million of…