Quick note on LSAK and GRPN
Lesaka expects its Bank Zero acquisition to close by end-January 2027, though it could still close this calendar year.
Lesaka expects its Bank Zero acquisition to close by end-January 2027, though it could still close this calendar year.
Solitron Devices $SODI reported fiscal Q1 results today. Revenue and earnings higher. Link to PR
@calleymeans @SecKennedy Seems like a tailwind for Lifeway $LWAY
Excited to see Elroy Air going public via SPAC with $CMII / $IPXG… Elroy has developed a hybrid-electric, autonomous VTOL aircraft called Chaparral that has both military and defense applications. We have invested in multiple rounds at Elroy, starting with their seed in 2018. Here’s the deck on Elroy:
@KEDM_COM On 2027 numbers liquidation more mid 30s….$CODI
$ALAR is under investigation from the FBI. Many of the same hypergrowth microcap accounts that were pumping it a few years ago were also long Intellego before it collapsed under fraud revelations
If you’ve been following the $PESI situation, this is important reading. Especially regarding grouting 200E waste.
@DeepSailCapital $RDCM is interesting.
Village Farms posted record quarterly cannabis revenue, driven by international sales and expanded capacity, while positioning for Texas…
David Orr argues AI compute capex will create a major oversupply, pressuring semiconductor trades, software moats and white-collar wages…
Liberty Capital’s GCI business grew 5% in high-margin healthcare and school contracts, while Quintillion could lift EBITDA to $440 million…
Teads’ revenue fell 26% and its stock dropped 38% as Google AI summaries cut publisher referral traffic, worsening losses and straining its…
Empire State Realty Trust bought $86.1 million of stock through November 6, while corrected sum-of-the-parts values range from $9.12 to…
Cars.com is assessed through Buffett-style owner earnings, focusing on cash retained after maintenance capital spending rather than GAAP…
Quantum Corp. surged while Quantum Computing slumped again after their Tuesday reports.
Lion Copper targets 2030 Nevada copper production at Yerington, with Rio Tinto’s Nuton funding its 2027 feasibility study under a 65%…
Chiron’s failed $49 million Beaumont sale and $178 million Pinnacle acquisition leave XRN with $70 million of liquidity and medical-office…
NGVC · long Natural Grocers (NGVC) returned to $27.80 after a prior long entry at $21 and exit recommendation at $46.
Blue Dolphin Energy trades near 1.3 times earnings as its Texas refinery benefits from diesel shortages, with projected 2026 EBITDA of $111…
Blue Dolphin’s 15,000-barrel-per-day Texas refinery earned $2.18 per share in first-half 2026 as diesel shortages widened crack spreads,…
EVC's Q3 update cites $30 million for a single station, a broadcast-business sale and stronger positioning for 2027.
Ovintiv’s C$1.26 billion purchase of Logan Energy at roughly 2x proved reserve value points to further consolidation among Canadian oil…
Entravision’s Q3 ad-tech revenue reached $177.2 million, up 133% year over year, while total revenue rose 88% to $226.3 million and diluted…
CareCloud rebuilt its sales organization under Christopher Langehaug after 18 months without a sales leader, with a second sales rep…
Diversified Energy reported $255.6 million of “true” nine-month free cash flow, while its $1.8 billion Birch acquisition would shift…
CareCloud’s Q3 revenue rose 9% through acquisitions but fell 8% pro forma; the RCM consolidator targets 25–30% margins by shifting acquired…
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