Ahead of $OCI.NV call on OCI Methanol sale to $MX $MX.TO $MEOH, Methanex released interesting presentation on the deal, providing PF valuation - at $350/ton methanol prices, OCIM EBITDA is ~$245m/$275m pre/post- synergies, so 8.4x/7.5x multiple Implies StubCo PF EBITDA of ~$250m

Every now and then Opera $OPRA comments start filling my feed, and I know what time it is... #alwaysthesamestory (just joking here, pls $OPRA fans don't go after me...)

Talen $TLN recently increased its buyback to $1.25bn. They've bought back ~14% of s/o so far. What an absolute beast. We highlighted $TLN regularly in our Toffcap Monday Monitor, our overview of interesting event-driven trades and companies. Find it ToffCap (no paywall)

Its ✅ that 99% of Fintwit is long term oriented (though probably just a fraction is truly LT focussed). But in my experience there's a very big market in just focusing and trading around quarterly results and helping others do that. I have a few ideas in the drawer to provide

There we go. Westaim $WED $WEDXF comleted the sale of its remaining interest in Skyward. $79m to be added on the cash balance. If you're interested in investments with a VERY protected downside, I suggest you take a look 👇

Good sign to see insiders stepping up at Xperi $XPER 👇 There's some execution risk, but we're watching this one closely. As mentioned, there's a reasonable scenario for $100m+ ebitda in a few years, putting the company at roughly 3.5x ev/ebitda on FY24e b/s, for >20% ebitda

Looks like another very decent quarter from ADF $DRX 👌 Despite revenues being hit by a client delay (-$35m), profitability continued to improve at an impressive pace. - Q2 revenues $75m, -7% yoy (though +37% yoy incl. revenues pushed forward) - Gross margins at a whopping

Interesting Trupanion $TRUP write-up from Joe Frankenfield in their recent Q2 letter. We have this one on the watchlist for some time as it plays into strong secular trends and has the potential to become a very good compounder.

So ADF $DRX is down on what are imo good results, particularly on profitability. Lets discuss a few 'issues' that could be the reason for the correction👇 1. Yoy revenue decline in Q2, as a large client is facing some delays, and so ADF. While not nice that it happens, this is

Does anyone know of any recent Moberg $MOB write ups or accounts that have done some work on the name?

Quite a few DMs regarding ADF $DRX's price action. I have discussed my view 👇 and will not keep repeating it, but I will add a few points. THE question that should be assessed is: 'has the cycle turned and are the fundamentals falling off a cliff?' Because that's what the

So we're finally here. Gaming Innovation $GIGSEK spin distribution on September 30👇

We started doing some work on renewable energy equipment company Shoals Technologies $SHLS. Shoals has been suffering from project pushbacks as end-markets deteriorated and the green energy hype of the past years dissipated. As a consequence, the share share price has been

You’ve got to appreciate the wisdom of Fintwit. On the way up, everyone is an expert. On the way down, everyone saw the 🚩