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Saturday, September 19, 2026

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Pacific Health Care Organization - OTC:PFHO

Pacific Health Care trades below its more than $1 per-share net cash despite profitable workers’ compensation claims services, California HCO licenses and a tightly held OTC float.

PFHO $13M
Obscure Stocks 3 clicks

From X

@majgeoinvesting 1 click

Maj Soueidan on X

Was a good week for $MTW (cranes), up 10% this week. @mascarosergi recently pitched the stock in his written Q&A style Skull Sessions. Their increasing emphasis on service revenue is interesting, something a lot of construction type companies have been doing over the past few years. It’s the “magic formula” for construction companies, which can result in a huge expansion of historical valuation ratios. You’ve seen that in stocks like $STRL and $BDT.TO. The cool thing about this kind of set up is that a lot of investors won’t believe there will be a valuation re-rate in a cyclical industry, until it’s actually happened… then they’ll say it’s overvalued🤷 Watching closely. Thx Sergi..
@ACapitalLP

A Capital on X

“Hey honey, Trump signed a deal with Greenland. I’m going to get ahead of everyone by buying Greenland Energy stock on my Robinhood account. It’s a sure thing!” You absolutely fade this. $GLND is so far from commercial production it’s a joke. Retail will pump it because it has “Greenland” in the name. This isn’t anything like the situation with $KYIV, an established business that has generated hundreds of millions of dollars of FCF, with a potential Ukraine peace deal as additional upside optionality…

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NET Power (NPWR):

NET Power’s $1.80 shares are paired with January $2 covered calls for 40 cents as the company pivots from carbon capture to Permian…

NPWR $144M
Triple S Special Situations Investing 2 clicks

Zack Buckley on $PRTH's take private

Priority Technology’s chairman offered $6.00 to $6.15 a share to take PRTH private, while Zack Buckley argues Treasury Solutions and…

PRTH $641M
Yet Another Value Podcast 3 clicks
MPTI · long

M-tron

M-Tron Industries is pitched as a long on its sole-source role across more than 40 missile, radar and aerospace programs.

MPTI $322M
Value Investors Club

The Strategic Value of eDreams

EDreams’ Prime travel subscription model makes the €3.6 billion European OTA a potential Uber, Airbnb or Amazon acquisition target.

EDDRF $470M
310 Value’s Newsletter 2 clicks

SCIA- SCI Engineered Materials

SCIA generates $28 million of revenue from thin-film materials, with 78% of sales tied to one customer, while expanding into defense…

SCIA $39M
Sylence Capital

ALTO- ALTO ingredients

ALTO Ingredients trades near half of book value after plant upgrades and lower corn prices set up a recovery in crush margins and cash flow.

ALTO $289M
Sylence Capital 1 click

Notes and Updates

ECIP recipient banks could repurchase Treasury preferred shares at steep discounts, potentially lifting book value, while Hawaiian Electric…

UBAB $197M
Exploring with Alluvial Capital

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