Thursday, October 22, 2026

Moon River Moly: Research Note

Moon River Moly’s updated Davidson PEA lifts after-tax NPV to $1.24 billion as flotation raises tungsten output 350% and cuts molybdenum…

Sagimet Biosciences: The U.S. Acne Trial Is A Replication Exercise, Not A Discovery Bet

Sagimet Biosciences' denifanstat enters a fully funded U.S. acne registration trial after Phase 3 results, with SGMT trading below cash and…

SGMT $695M

SA Equity Eagle Oct 21 3 clicks

Carecloud News

CareCloud may attract a private-equity buyer after its Q3 call, with acquiring enough shares the main obstacle to a take-private deal.

💥Hain Celestial: Earthly Issues💥

Hain Celestial sold its North American snacks business for $115 million as declining sales and EBITDA left $558 million of secured debt…

LCNB: Solid Q3 2026 With A 4.7% Yield

LCNB’s Q3 2026 net interest income rose 8.6% year over year as the bank beat revenue and EPS estimates, while trading at a 27% discount to…

LCNB $268M

SA Sorrento Research Oct 20 2 clicks

LXS.DE: a 2028 sale it can force

Lanxess can force Advent to buy at least half its Envalior stake in April 2028, potentially raising about €745 million to reduce net debt.

Sell Eagle Point Credit Now - Match The Loss With Portfolio Gains To Lower Income Taxes

Eagle Point Credit's NAV is down 25% YTD and shares nearly 50%, while its expense ratio climbed to 9.21% despite a 25% yield.

ECC $367M

SA Anthony Cataldo Oct 19 5 clicks

Build-A-Bear: A Narrower Path

Build-A-Bear's push into prestuffed toys and broader retail distribution tests brand stretchability, but recent results warrant caution.

LendingTree (NASDAQ: $TREE) – A Cyclical Comeback Story Priced as if the Cycle Never Turns

LendingTree derives roughly two-thirds of revenue from insurance and trades near 4 times expected adjusted earnings despite record revenue,…

40 Stock Pitches (12th-18th October) 🖨️

Elutia’s antibiotic-eluting surgical matrices target breast-surgery infections, with Minot Light valuing $100 million in sales at a…

NINE · long

Nine Energy Service

Nine Energy Service (NINE) is a domestic onshore oilfield-services consolidation play as U.S. rig counts show early signs of recovery.

Microcap Trading at Cash Value, Inflecting Earnings, 15% Dividend Yield

Pharma-Bio Serv’s $11 million market cap nearly matches its $10.7 million cash balance as recovering life-sciences spending supports…

Cheap stock(s) within a cheap stock

WNMLA trades near $4 versus estimated $8.95 NCAV, but loss-making fund management and cross-holdings leave value dependent on capital…

NSTS Bancorp: Post 3-Year Thrift Conversion, Possible Sale

NSTS Bancorp’s three-year thrift-conversion anniversary could clear the way for a potential sale.

Net Lease Office Properties (NYSE: NLOP)

NLOP repaid 10% and 14.5% debt, leaving most properties unencumbered as office sales support a roughly $38.20 NAV per share.

PGNT Proxy Please VOTE!

Chinese Manufacturer with Negative Enterprise Value; ~9% Dividend Yield

Deswell Industries trades at a negative $28 million enterprise value, 0.38 times book value and a roughly 9% dividend yield despite…

Adaptive Ad Systems: A Profitable Microcap Trading Below Net Cash

Adaptive Ad Systems trades at a $9 million market cap against $12.7 million in net cash, with profitable cable ad insertion operations and…

Hallador's "Beautiful, Clean Coal": Near Term Catalyst w/ 200% Upside ($HNRG)

Hallador Energy's Merom plant cleared a MISO review, setting up a potential data-center PPA that could transform the coal miner into a…

A Modern Day Delta Duck Club?

Otto Energy trades below cash while winding down Gulf of Mexico oil interests, with a proposed AUD 40M tax-free capital return delayed…