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.
Monday, September 7, 2026
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SG on X
$KSCP quarterly results improve but still stink. Now trades for about 1x annualized sales. Note that any valuation metric needs to be taken with a grain of salt here given the heavy dilution. https://t.co/oGq9fRNtNe
Charles Frischer on X
$KWY I have attached my notes on Kingsway. I think the company is at an inflection point based upon the excellent quarter they just announced. Very excited to see how the next few years play out for shareholders. I am optimistic. $10 per share should be an excellent entry point. https://t.co/j0rgEf3hUR
Deep Sail Capital on X
@stockgutter @paulcerro I see 18% borrow rate on $MRNX . Was up 353% today. Wow.
SG on X
@DeepSailCapital @paulcerro There is also a 2x ETF $MRNX that has a reasonable rate but I don't currently see a borrow.
Timyan Bank Alert on X
QNB Corp. $QNBC Announces Pricing of Common Stock Offering https://t.co/5mPLeT0iSH
Mike on X
@mathlonning $SIF especially, I thought the Q was good
Pernas Research on X
Nothing decays faster than borrowed conviction…… $CEPL melt up then sell off https://t.co/yD9uwh2wdD
mavix on X
I just published the Earnings Update about the Q2 2026 results of Leatt $LEAT. You can find it in the Portfolio section of the blog :) https://t.co/HSSFsXmH3R
Investor Letters
All letters- Protean Funds August 2026 SUSRF $254M
- Pendelhaven Asset Management B.V. July 2026 DR0 $454MGRVY $464M
- Asset Value Investors Ltd July 2026 079940 $410M
- Forager Funds Management July 2026 BVS $984M
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EVC reported a solid second quarter and outlook.
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Late August 2026 Random Ramblings
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The Verra Sneerer (NASDAQ:VRRM)
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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.
FUFU 2026-08-27 BitFuFu: A $93 Million Liability No One Can Explain
BitFuFu’s $93.4 million unexplained long-term payable equals 57% of liabilities, overshadowing sharply higher self-mining and hosting…
Dorine Cherop 
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Atlas Engineered Products ($AEP.V) FINS Review
Atlas Engineered Products reported Q2 revenue up 19% to $16.2 million, but ended cashless on its credit line as inventory rose 47% and…
ARQQ 2026-08-25 Arqit Quantum: The Little Boat That Couldn't
Arqit Quantum trades at 397.6x FY26 EV/Sales while facing 5.44 million shares of dilution, cash burn and uncertain recurring revenue.
Luis Cortes Dequidt 1 click
US-Canada Tariffs: Finding Investment Opportunities
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