LQDA: finer powder, higher doses
Liquidia’s Yutrepia sales reached $170.4 million in Q2 2026, while a patent ruling threatens its PH-ILD label but leaves PAH sales and a…
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Trade Ideas Flow
Everything we have picked from this writer, newest first.
Thursday Tailwinds #10: 8 Oct 2026
US aluminium tariffs, European glass automation and Foraco’s constrained drilling fleet create multi-year pricing tailwinds, with Century…
DMRC: 31 retailers in line, up from one
Digimarc’s gift-card watermark pilot found zero fraud at Schnucks, while its retailer pipeline rose to 31 from one in 2025 despite…
Thursday Tailwinds #9: 1 October 2026
Indian bearing suppliers gain a US tariff advantage as SKF, Schaeffler and Timken build export capacity and source local rings, cages and…
Thursday Tailwinds #8: Sep 24, 2026
ResMed benefits as Eli Lilly-funded sleep-apnoea diagnoses expand PAP demand, while NOV’s geothermal cutters and Po Valley’s unhedged…
Weekly Stock GEMs #14: September 21, 2026
Weekly Stock GEMs #14 features Vizsla Silver’s shuttered Panuco mine, Beasley’s debt deadline, Wolters Kluwer’s AI selloff and PlasCred’s…
Thursday Tailwinds #7: Sep 17, 2026
Turning Point Brands awaits FDA pouch approval, Meitec benefits from Japan’s engineer shortage, and Viemed gains from Medicare’s…
Thursday Tailwinds #6: Sep 10, 2026
Chinese coking-coal shutdowns, elevator modernisation and Japan’s cybersecurity push create multiyear demand tailwinds for suppliers.
Weekly Stock GEMs #12: September 8, 2026
Macompta.fr targets France’s four million mandated e-invoicing buyers; GEE Group, a Korean auto-parts maker and a Nova Scotia zinc mine…
Weekly Stock GEMs #11: August 31, 2026
CDTi’s $7.7 million nanocap valuation rests on clean-energy coating orders arriving before roughly 12 months of cash runs out, despite…
Thursday Tailwinds #4: Aug 27, 2026
Kri-Kri’s permit now allows 554 tonnes of daily milk processing, lifting capacity 62% at its Greek yogurt plant as it expands European…
Thursday Tailwinds #3: Aug 20, 2026
Village Farms benefits as Canada’s $1-per-gram cannabis excise tax forces indebted competitors out, consolidating supply with the low-cost…
Weekly Stock GEMs #9: August 17, 2026
FIH, Helix Exploration, a Pittsburgh thrift and a German spirits group anchor four small-cap pitches spanning asset value, helium…
Weekly Stock GEMs #8: August 11, 2026
KIYO Learning’s net-cash balance and potential first dividend lead a four-stock roundup spanning a Treasury-linked bank merger, horror…
Thursday Tailwinds #1: Aug 8, 2026
Aveanna benefits as Medicaid shifts ventilator care home, while UK housebuilder scarcity and El Niño create separate long-term tailwinds.
