The year was 1983 and I was the auto and retail analyst at Fidelity. Peter Lynch was in his prime. #Fidelity

Happy new year! Grateful to have met so many likeminded, supportive, and humble investors over the past year - Isaac Ali Gündüz Roman gezzogero, Financial Skeptic, and many others via substack. In it for the long term. Wishing health and strong returns to all.🎉🤗🚀

First activity of the new year. ❌Unsubscribing from anything that is a distraction and provides little value: WSJ, Barrons, Xing, etc. ✅and more focus on the very few great channels/substacks that matter and are supportive in idea generation, thinking patterns, etc.

$MOLY Ruben ($MOLY CEO) nears 20% stake. Molybdenum hasn't received much publicity yet. Maybe China adds it to its export control list at some point. US/DK drama could fuel the stock🚀 > Staying long despite the run-up

$MOLY - Greenland Resources: European commission about to unlock financial support? I can't think of any other mining project that has so many favorable forces at play

$MOLY - Are we getting closer to an equity financing?

$CABP.L FY25 pre-close beats on revenue (£119m vs £110m), EBITDA only “slightly above” consensus. After adjustments, EPS looks stretched ~20x P/E. Watching, not convinced yet. Anything I am getting wrong here? Financial Skeptic ToffCap Stephen Read investmentyogi.substack.com/p/cab-payments…

$MOLY Today we announced the signing of an agreement for molybdenum supply with one of the largest and most sustainable steel companies in Germany. Our current success with offtakers will also positively impact #Greenland. According to our NI 43-101 Feasibility study, our

$BME 26-Q3: 2nd guidance cut (~£40m). adj EBITDA (pre IFRS16) £440–475m (prev £470–520m). Cutting prices → GM still pressured. UK L4L -0.6% Q3; Dec/Jan tracking well so far. EY review finished. Result is not really surprising. Fixes in 12–18m expected. >> Hold (not adding!)

$1MZ #1 Sells 3,000 DWT PSV for US$19.8M and uses proceeds for debt repayments and working capital (for ship building) - Bullish #2 Seems that the company is slowly getting discovered: youtube.com/watch?v=m9cTNF… Valuation at ~5.5x P/E; LONG

$1MZ DBS raises PT to 1.60 SGD 💰 8x FY26 P/E - undemanding 📊"Enquiry levels for newbuild orders are rising." 🏗️"Miri shipyard has capacity for 4-12 vessels annually; during the 2012–14 peak, it delivered 24 vessels (including partner yards). (..) RM20–200mn net profit potential

📉🤕Gold With gold and gold miners reaching 23% of my portfolio allocation, I really got my ass handed to me with gold tanking over the last 3 days. Very very painful. But now is def the wrong moment to trade at all - rather waiting for the next Trump stupidity.