Letters by company

Perma-Pipe International Holdings, Inc.

1 letter discussing PPIH. Everything written about it on this site is on its ticker page.

Fairlight Capital Fairlight Alpha Fund LP Q3 2025 Letter Fairlight Alpha Fund argues that junior gold miners remain cheaply valued despite higher gold prices, citing Monument Mining’s operational improvement and potential rerating at Serabi Gold. It presents Beng Kuang Marine as a cash-generative turnaround, adds a small put-based short, and favors AI infrastructure businesses with valuation discipline and downside protection. Q3 2025 —