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Tuesday, November 3, 2026

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TWLO Q3 FY12/26 Earnings Review

Twilio's Q3 revenue rose 20% to $1.56 billion, but Q4 organic growth guidance fell to 11% to 12% and RPO declined 28%.

TWLO $33B
Cestrian Capital Research 3 clicks

From X

@SouthernValue95

SouthernValue on X

$SKYD should probably be a ~$4 stock. Unlike $PARA and $WBD it cannot breakup/sell - the only way out is through. Thats no easy road: starting almost 7x levered and needs to achieve MSD growth and to find $6B synergies from two companies that have already been thoroughly gutted to hit their deleveraging plan. Interest expense 150% of FCF. Rates exploding higher so they better hope they can de-lever. Potential seismic changes to entertainment in next 3-5yrs from generative content and short-form competition are existential threats. With any decline in revenue $SKYD will not be able to afford its sports rights renewals and the entire legacy business falls apart from there. Putting ~30% odds $NFLX gets another shot at WB studio in eventual bankruptcy. If you disagree and you are optimistic, please share why? I'm openminded but do not currently see it. Mgmt seems shell-shocked in Faber interview this AM getting a few tough questions. https://t.co/RKBucH3xlT
@StableBread

Fajasy on X

I listened to ~17 interviews with Jason Jessup, the CEO of Magna Mining $MGMNF (TSX: $NICU), from October 2025 to September 2026 (for my deep dive). For context, Magna owns McCreedy West, a producing copper mine in Sudbury, Ontario, plus Levack and Crean Hill, two past-producing mines it plans to restart. Here are the most important takeaways I got from those interviews: 1) Levack could be 2-3x McCreedy West: Jessup expects “possibly two to even three times” McCreedy West’s payable metal from Levack (The Resource Update, September 8). 2) R2 isn’t in Levack’s upcoming study: R2, a high-grade zone Magna found at Levack in 2025, could produce “10 to 15% copper equivalent material” even with 1-2 tons of waste mined per ton of vein (KE Report, July 10), 3-4.5x McCreedy West’s grades, and Jessup says the zone carries “no streams or royalties on the precious metals” (KE Report, April 20). 3) No more equity raises, he says: With CAD$140M coming from Alpayana, a private Peruvian mining group, for 19.9% of Magna, Jessup said “we could have five mines in production in 5 years and not have to ever do another financing again” (KE Report, July 10). 4) But three timelines moved back: (1) Levack commercial production went from “a good possibility” by the end of 2027 (KE Report, February 20) to 2028 (KE Report, July 10), (2) Crean Hill grid power from as early as Q1 2026 to Q4, and (3) the R2 resource estimate from the end of 2026 or start of 2027 to “potentially by the end of 2027” (Mining Stock Daily, August 13). 5) Skin in the game: Jessup says he owns ~10.6M shares, has “never sold a share,” and wants “a $5 billion company” by 2030 (Natural Resource Stocks, July 20), 6.5x Magna’s CAD$768M market cap at CAD$2.45/share. Levack’s PEA and Crean Hill’s pre-feasibility study are both due in October, and Jessup expects a formal Levack restart decision “shortly after seeing the PEA come out” (Mining Stock Daily, September 24). --- Link in bio to find the deep dive.

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Stevanato down 30%. Yikes.

Stevanato fell 30% after forecasting low-single-digit 2027 growth as lower Nexa syringe volumes from a GLP-1 customer offset solid Q3…

STVN $3.6B
Best Anchor Stocks 3 clicks

Mammoth Energy: Fly Like An Eagle

Mammoth Energy's aviation unit derives 85% of revenue from engine and APU leases, earning 18% yields while Surf Air's going concern warning…

TUSK $151M
Naples Investor 2 clicks
BSP · short

Bending Spoons Spa

Bending Spoons is a software and digital-assets holding company that has completed more than 50 acquisitions since 2013.

BSP $29B
Value Investors Club 1 click

FTAI Aviation Update, Part Two

FTAI Aviation’s $234 million Jereh JV deposit funds Power inventory, while customer concentration, lower cash guidance and pending U.S.

FTAI $17B
CV's Substack 5 clicks

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