Monday, September 7, 2026

Titan Mining Q2 Update

Titan Mining reported Q2 revenue of $25.7 million and adjusted EBITDA of $9.6 million as zinc output rose, while advancing its Kilbourne graphite project and germanium recovery.

TII $284M

Sylence Capital Sep 6 4 clicks

Sep 2 SMPL $852M

A Busted Businesses or a Cyclical Bottom?

The Value Road 12 clicks

Sep 2 SGMO $60M

Sangamo Bankruptcy (SGMOQ)

Triple S Special Situations Investing 6 clicks

From X

@mavix_leon Aug 13 1 click

mavix on X

Kenneth Dart (Candle Lake) is offering 695 SEK per share in Evolution $EVO after crossing the threshold that triggers a mandatory takeover bid. Acceptance period is scheduled to run from August 17 to September 15. After that, Dart can continue buying shares. https://t.co/lexNUjdqSZ

@DOMOCAPITAL Aug 12

DOMO Capital Management, LLC on X

$ALTO Chairman buys 50,000 shares. Open market. Incredibly bullish! Stock should be over $6 after most recent earnings report. https://t.co/1f5KSxl5NQ

@stockgutter Aug 12 1 click

SG on X

$AZ A2Z is starting to ramp revenue and losses. - 950 smart-carts delivered - $5.9 million in revenue - $7.59 million in losses - positive gross margins To me, the quarterly report was a step in the right direction but A2Z is clearly still a shitco unlikely to ever reach breakeven. I remain short (small).

@Mike10947310 Aug 12

Mike on X

New $FTEK CEO is interesting to me, ex $CECO which has been a great company. What do you think? There has been a lot of kinda inexplicable decisions for years from mgmt (particularly massive SG&A costs) offsetting what should be strong gross margins. My read is he probably joined to pull some easy levers.

@leevalueroach Aug 12

Lee Roach on X

What price would you guys buy $NCMI at? Stock plunging from terrible acquisition. But there’s a price for everything. Last terrible acquisition I followed was $BTU and their stock collapsed too and they got out of the deal. Stock re-rated hard. https://t.co/ecUOLwfD4H

@leevalueroach Aug 12 1 click

Lee Roach on X

I recently shared my brokerage account YTD and Max returns but I’d thought I’d share my actual positions. I’m still heavily invested in $EVC. Let's Go! https://t.co/2tmL8Z5FMw

@leevalueroach Aug 12

Lee Roach on X

@kingdomcapadv posted a good $EVC write up on Seeking Alpha this morning. https://t.co/k96glqoOiQ

@leevalueroach Aug 12

Lee Roach on X

The management team at $NCMI are idiots. Pausing the dividend and buyback to buy an operate of digital video elevator and lobby advertising in office buildings. For $275 million. They pulled guidance too and net leverage is 3.9x. They are buying this garbage at 14.5x 2025 EBITDA. The $3.5 million of annualized syngeries only gets you to 12.2x EBITDA. And they are headlining a 10x acquisition multiple. Any management team that spends shareholder capital buying overvalued assets needs to be fired.

Hydreight Technologies: A Strong Quarter With Some Yellow Flags (Rating Downgrade)

Hydreight Technologies' Q2 revenue rose 12% sequentially to $28 million, while gross margin fell to 19.4% and cash burn stayed elevated,…

HYDTF $120M

Fernanda Galvez Jalil Sep 2 1 click

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…

ATMTF $195M

The Oak Bloke Sep 2 7 clicks

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 $466M

Equity Eagle Sep 2 2 clicks

EVC Update

EVC reported a solid second quarter and outlook.

EVC $666M

Nat Stewart - Stock Picking Newsletter Sep 1 15 clicks

$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…

LMB $572M

Yet Another Value Podcast Sep 1 9 clicks

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.

IEHC $74M

Atrium Research - Equity Research Sep 1 1 click

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…

GPRO $275M

Yet Another Value Blog Sep 1 4 clicks

Shattuck Labs: A Receptor-Side Bet On The TL1A Boom

Shattuck Labs pivots to DR3-targeted IBD therapy SL-325, funded through a Phase 2b readout as it competes with anti-TL1A drugs.

STTK $638M

Equity Eagle Sep 1

Late August 2026 Random Ramblings

Higher rates could compress equity multiples and raise AI data center lease costs, while UWMC and Cogent raise questions about CEO-driven…

CCOI $377M

Yet Another Value Podcast Aug 27 13 clicks

The Verra Sneerer (NASDAQ:VRRM)

Verra Mobility renewed Hertz tolling management for five years. AutoKinex lets rental customers buy tolling, fuel and protection products…

VRRM $458M

The Oak Bloke Aug 27 6 clicks

LZ · long

Legalzoom.com INC

LegalZoom trades near all-time lows as AI adoption is positioned to accelerate growth.

LZ $963M

Value Investors Club Jun 9

Domo (Arigato), for this potential multi-bagger options trade

Domo’s $400 million sale to Progress would leave a cash-rich public shell with $900 million of NOLs; January 2028 $5 calls cost 22 cents.

DOMO $167M

Triple S Special Situations Investing Aug 27 3 clicks

FUFU 2026-08-27

BitFuFu: A $93 Million Liability No One Can Explain

BitFuFu’s $93.4 million unexplained long-term payable equals 57% of liabilities, overshadowing sharply higher self-mining and hosting…

FUFU $242M

Dorine Cherop Aug 27

US-Canada Tariffs: Finding Investment Opportunities

US-Canada tariffs impose 50% duties on $20 billion of Canadian goods, lifting US steel makers while pressuring Canadian exporters and…

ASTL $444M

Aurelion Research Aug 24

Portillo’s: Strategic Reset

Portillo’s reset follows weak Texas unit economics, cutting next year’s openings to five from roughly 10 annually and shrinking store…

PTLO $267M

TSOH Investment Research Aug 24

NIU 2026-08-22

Niu Technologies: A Disappointing Report Comes With A Silver Lining

Niu Technologies’ Q2 FY2026 earnings worsened despite putting the electric scooter maker on track for record annual results; revenue growth…

NIU $167M

MarketGyrations Aug 22 2 clicks

WD #355: AUNA/CAAP Earnings, Brazil, USMCA Trade Situation

CAAP reported decent second-quarter earnings and its first dividend, while Brazil rose on an election poll and USMCA trade developments…

AUNA $372M

Ian’s Insider Corner Aug 22

PTLO 2026-08-20

Portillo's: Guidance Cut Confirms It's Cheap For A Reason

Portillo's guidance cut followed a 1.2% same-restaurant-sales decline and 1.9% margin compression, while its $343 million TRA liability…

PTLO $267M

KC Research Aug 20 2 clicks

Aloe Aloe Aloe what 'ave VERRA then?

Verra Mobility's new seven-year Avis agreement replaces a customer worth over 10% of revenue on materially worse economics, exposing…

VRRM $458M

The Oak Bloke Aug 20 13 clicks

Going against the grain on GO Residential

GO Residential’s H&R REIT deal could trigger index purchases of 32 million units and re-rate its Lantower portfolio, despite related-party…

GONYF $499M

Nugget Capital Partner's Substack Aug 18

Monday, September 7, 2026

mavix on X

DOMO Capital Management, LLC on X

SG on X

Mike on X

Lee Roach on X

Lee Roach on X

Lee Roach on X

Lee Roach on X

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