Brazil Potash has secured court support and a power agreement, but financing, dilution and potash-price-sensitive EBITDA remain central…
SA
Wolf Report 3 clicks
Brazil’s October 25 runoff puts Bolsonaro’s likely victory at the center of a bullish regional-stock case; Golar LNG (GLNG) also reports…
S WHAT ARE WE DOING? “Contrarians At The Gate” 3 clicks
Blackstone Secured Lending Fund faces a likely dividend cut after its first shortfall in 28 quarters, despite 1.8% non-accruals, $2.8…
SA
Rubicon Associates 1 click
Hyster-Yale trades at 0.16 times sales as lift-truck bookings rebound and restructuring targets $85 million to $100 million in annual…
S Calvin Blissett 3 clicks
Legence trades at 10.4x EV/aEBITDA with a $5.7 billion backlog, as AI data center installations drive growth and expand its maintenance…
S Monte Independent Investment Research 3 clicks
OceanaGold trades below its mine value despite US$655 million of cash and no debt, with production set to dip before Wharekirauponga begins…
SA
The Bullionaire 1 click
Cava’s $3 million AUVs, 25.1% restaurant margins and sector-leading same-store sales support its expansion case as awareness rose from 40%…
S Emerging Moats Research 6 clicks
Namib Minerals posted H1 adjusted EBITDA of $19.0 million, up 76%, as higher gold prices offset lower production.
BL Atrium Research - Equity Research 2 clicks
Special-situations survey profiles 26 activist, capital-return, M&A and strategic-alternative catalysts, led by buybacks at Under Armour,…
S Latticework by MOI Global 2 clicks
Millrose told Goldman its Lennar purchases had rent-to-own tenants lined up, but most analyzed homes were advertised for rent and showed…
BL Hunterbrook 4 clicks
OSG · long Octave Specialty Group, formerly Ambac Financial, is pitched as a long after its municipal bond insurance past.
BL Value Investors Club 1 click
AEVEX faces an eFY27 contract rollover after buying maritime drone maker BlackSea for $650 million, testing whether its 55-nation pipeline…
S Monte Independent Investment Research
Amprius Technologies, after a 50% decline, reported 125.7% revenue growth and raised 2026 guidance to at least $140 million as…
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Kurt Christensen 1 click
Higher rates could compress equity multiples and raise AI data center lease costs, while UWMC and Cogent raise questions about CEO-driven…
YT Yet Another Value Podcast 13 clicks
Verra Mobility renewed Hertz tolling management for five years. AutoKinex lets rental customers buy tolling, fuel and protection products…
S The Oak Bloke 6 clicks
Biohaven’s $795 million global opakalim licensing deal with SK Biopharmaceuticals boosts cash, lowers R&D spending and extends its funding…
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Edmund Ingham 1 click
Ondas reported $83 million in Q2 2026 revenue and seven acquisitions year-to-date, building its Ondas One autonomous drone platform around…
S Monte Independent Investment Research
ACI Worldwide’s payment software segment grew 9% with a 48% adjusted EBITDA margin, while the company targets 50-60% of operating cash flow…
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SiliconBytes Insights 1 click
Seadrill's board abruptly fired CEO Simon Johnson after its recovery, while insiders have never bought shares and executives sold stock…
Miami International Holdings, the No. 4 options exchange with 17% share, trades at 12x forward EBITDA despite 35% revenue growth, 54%…
S Sylence Capital 3 clicks