Thursday, November 12, 2026

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.

LSAK $305MGRPN $500M

Mispriced Assets 21h ago 5 clicks

23h ago CCOI $227M

A Call with Cogent ($CCOI) CEO Dave Schaeffer: Data Centers, the $700M Refi and Life After T-Mobile

Calvin Blissett 3 clicks

24h ago YB $499M

I Called the YB CFO. Here’s What I Learned.

Calvin Blissett 3 clicks

From X

@majgeoinvesting 12m ago

Maj Soueidan on X

Well, I guess CEO of $LEAT wasn’t kidding around when he said Q3 got off to a hot blazing start. EPS: 30c vs 8c and up sequentially. 🥷 InfoArb in the microcap space = 🫠 Hats off to @OlivierColombo & @Diego_La_Torre_ for their unwavering conviction PR:

@StableBread 44m ago

Fajasy on X

Continue reading here for whether I’m adding to $FTEK before its M&A playbook reaches the board:

@StableBread 44m ago

Fajasy on X

Fuel Tech $FTEK, the power plant pollution-control company, trades closer to its book value than to my updated sum-of-the-parts (SOTP). At $1.35/share, $FTEK trades 13.4% above its $1.19/share book value, and the market values the operating business at $14.3M ($42.1M market cap less $27.8M of cash and investments), ~0.5x TTM sales. Updating my August SOTP for the lower cash balance gives $1.65-2.10/share, 22-56% above today’s price, still with nothing for the data center pipeline or DGI (its technology for dissolving oxygen into water).

@mavix_leon 2h ago

mavix on X

Leatt $LEAT Q3 '26 results: ▫️Revenues +43% *Distributors +52% *Dealer direct +24% *Consumer direct +25% ▫️Gross Profit +48% ▫️Net income +309% ▫️Cash of $15.5m "Participation remains strong, and demand for our expanding line of products continues to grow."

@stockgutter 2h ago

SG on X

$PSFE will be taken to the woodshed today. Only question is how much has been priced in by the recent decline?

@stockgutter 3h ago

SG on X

$NTWK NetSol, a maker of software for car dealerships, reported today. Expectations are high after the stock's rise over the last 3 months. The report looks mixed to me: ok on top and bottom lines, but cash outflow needs to be watched. I'm long.

@InvestSpecial 5h ago

Dalius - Special Sits on X

$DH has rallied further in recent days, now up ~30% since the SSI write-up. A bump still looks likely, but with the stock 25% above the original bid, the R/R has changed considerably. No news or rumors that I could find. Taking chips off the table. Full pitch on SSI👇

@AsifSuria 11h ago

Asif Suria on X

Maybe Jensen will mount a comeback the way @vishal_better did with $BETR It would be surprising if the board decides to oust him from $NVDA. What would this mean for the greater AI bubble with all the circular financing and such.