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Sunday, November 8, 2026

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41 Stock Pitches (2nd-8th November) 🟢

Blue Dolphin Energy trades near 1.3 times earnings as its Texas refinery benefits from diesel shortages, with projected 2026 EBITDA of $111 million against a $125 million market value.

BDCO $109M
Capital Employed 6 clicks

From X

@HaydenCapital

Fred Liu on X

It has to consolidate at some point, and already is this year. It's relatively easier to build vs ice cars (esp in China with robust supplier ecosystem). But hard to scale, differentiate, and distribute your products. Requires billions in funding. Btw, you see $LI making a bigger push overseas this year, because they're about to launch BEV in China. So these hybrid models are going abroad to countries with less developed charging networks, where hybrids are more practical. It's a way to keep production lines busy, and might even make higher margins due to lower competition abroad + higher prices.
@HaydenCapital

Fred Liu on X

I doubt being an "Irish" company makes a difference. But it's actually not that difficult to list in HK, esp since most of the prep work is done. Don't know if people still remember the 2022 PBAOC de-listing events. But $PDD and others had already filed paperwork to list in HK, and pulled it when audits were approved. I believe they have paperwork ready to go, and the process takes 3-6 weeks. Fully expect them to list in HK, if / when its officially confirmed. ** Worst case is they trade OTC. Volumes get hit, and would be some short-term pain from forced-sellers. But Luckin ($8BN) mkt cap) is trading near all-time highs + trades $80M / day on the pink sheets, and Didi ($17BN mkt cap) still trades $40M / day. Not bad... What matters in the end is just business execution, and higher earnings.

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NEW POSITION: Google LEAPS

Alphabet bought long-dated GOOGL calls after a 12.6% earnings drop, betting AI monetization and distribution overcome capex pressure and…

GOOGL $3.6T
Hated Moats 1 click
MTMTY · short

Metlen Energy & Metals PLC

Metlen Energy & Metals faces a 40% short case centered on its overpriced aluminium, alumina and Greek power businesses.

MTMTY $6.5B
Value Investors Club

Perimeter Group: 3Q26 Business Recap

Perimeter Group posted 24% revenue growth to $390 million as fire-safety contracts and acquisitions lifted results, while it brings PDI…

PRM $5B
Speedwell Memos 2 clicks

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