Monday, November 9, 2026

SSR Mining: A Very Well Positioned Company For Long Term Growth

SSRM $5.6B

SA Daniel Bell 22h ago 1 click

Seed Corn

Chiron’s failed $49 million Beaumont sale and $178 million Pinnacle acquisition leave XRN with $70 million of liquidity and medical-office…

STRL: 80 new electricians a week

Sterling’s $4.1 billion backlog faces Texas permitting risk after a governor proposed a moratorium, while Connexion, Capital Asset Planning…

Roblox: Capture This Moment

Roblox’s Q3 FY26 DAUs fell year over year for the first time, while bookings declined 12% to $1.7 billion.

Nextpower: Its Biggest Growth Opportunity Now Lies Outside The Trackers

Nextracker's $6 billion order book supports cross-selling battery storage and inverters, now 22% of revenue, though acquisition-led growth…

NXT $15B

SA Investor Overview 26h ago 2 clicks

DoorDash and Google

DoorDash and Google.

Improvements Are Still Evident At C&F Financial Corporation

CFFI $342M

SA Crimson And Gold Research 28h ago 2 clicks

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…

Diamond Estates: Research Note

Diamond Estates converts $4.7 million of Lassonde debentures at a 69% premium, cutting debt to $10.9 million and raising Lassonde ownership…

Vicor Update, Part Four

Vicor’s Federal Circuit hearing put Foxconn’s disputed patent license under pressure, reinforcing its AI server royalty model and licensing…

HWKN · short

Hawkins INC

Hawkins (HWKN) faces margin pressure as cost increases and municipal budget constraints weigh on its water-chemical distribution business.

[P] VYX: Checking Out in 2025? (Part 3)

VYX executive chair James Kelly replaces David Wilkinson as CEO.

[PQ] PLTK: Playing Bad (Governance) Odds

Playtika's governance is so poor it may create a contrarian opportunity.

UGI Corporation (Symbol: UGI). One Hour Analysis: Weak Performance at AmeriGas Division Obscures Strong Performance of Natural Gas Utility and Midstream Assets.

UGI's AmeriGas EBITDA fell from $584 million in 2019 to $320 million in 2024, masking growth at its gas utility and midstream divisions.

20 OTC Markets Oddities

OTC Markets has lost many profitable small companies to buyouts, privatizations and SEC Rule 15c2-11.

A 4x in 4 Years Surfing the Data Center Tsunami? ($TGEN)

Tecogen ($TGEN) sells gas-or-electric chillers that management says cut data-center cooling costs 30–40%, with factory utilization offering…

Observations from a de-SPAC liquidation.

Electric Last Mile Solutions sold assets for $104.6 million after its $5 million OTC market cap reflected a Chapter 7 liquidation and…

Tullow Oil: Fire Sale

Tullow Oil faces falling Ghana production, heavy debt and tax-arbitration risk as Kosmos weighs a possible acquisition structure.

An Announcement, A Visit, A Stock Pitch

Cementos Argos trades below the value of its 54.7 million Summit Materials shares, with asset sales and strategic holdings providing…

Opportunity Among Disfunction at PGNT