The take below was FAR too tame. Worst invention in all of capitalism, ever...

$BGEO.L on track for another couple of strong quarters. After slightly underearning in Q1 (excess liquidity buffers to be deployed/monetised), the combination of loan growth and NIM expansion continue to set the stage for double digit+ growth.

The Russell 2000 is NOT an appropriate benchmark / proxy indicator for small caps....

What is the upside bull case for Blue Label Telecoms $BLU.JO from here (genuinely asking as I'm looking in as a "tourist") ? Main business prints +- R 700m EBIT and Cell C guides for R 2bn EBITDA this FY. BLU's net debt is R 3.6bn with a R 2.5bn loan receivable from Cell C.

Smart microcap-investor money starting to show interest in $LEAT

8371.HK Taste Gourmet Group Limited Very satisfying FY25 print for the nifty little Hong Kong based restaurant owner-operator. With topline growing by close to 20%, even more store openings are in the woodworks. Reported earnings do not tell the actual picture

$ART.JO Argent Industrial ended FY25 on a high note. By normalizing comps (PY large forex gain and full year effect of Standmode in CY) HEPS grew by 16.5% y-o-y - a more than satisfactory result despite the poor performance of the Steel segment. Yet again, ART comes out on top

$KNOP Thesis becoming more and more solid. I reckon the market is sleeping on this a fair bit.

$DALN Loads of consolidation and M&A activity to come in the traditional old school North American (Europe maybe?) media space (print/TV/radio/old content libraries). If I were a "special sits" guy, this will be my focus right now.

#RSAvITA #Springboks I say again, Canan is the most underrated player in SA and has Jacque Fourie written all over him. He IS our 13!! And now hopefully Sacha comes on and slots in at 12 to prove my point 👇

As always, a great and insightful quarterly newsletter by Drikus Combrinck Capicraft Investment Partners !

Retail options gambling is becoming more and more insane.

$HSBK.L Halyk, along with its subsidiary Tenge Bank, is already the 4th largest lender in Uzbekistan (more than 2x $TBCG.L's Uzbek operation). This Click transaction will further strengthen their position in one of the fastest growing markets in the world - another dose of

I would argue that it's ballsy to be fully invested right now. Left tail risk > right tail risk atm?

Excellent short read.

Novo Nordisk $NVO and UnitedHealth $UNH give me $META c. early 2022 vibes. Perhaps another 9 months or so for the ultimate bottom (e.g. Meta in Oct/Nov '22) at the point where the last bull has surrendered. For me, opportunities to buy these quality stalwarts are super rare. So

Really like this idea! Might get slated for this but $NATL reminds me a lot of the current set-up at $CCSI: - Both are neglected recent spin-offs left with relatively large expensive (albeit more than "serviceable") debt loads; - Both operate in ostensibly "dead" industries -