Great CEO overview of profitable, self funding gold producer Golconda Gold $GG.V & $GGGOF via MicroCapClub GolcondaGoldLtd CEO owns 30% of shares out youtu.be/zOne7Zv-EMc?si…

$FTAI Aviation has a very impressive business model that can support tremendous growth for many years. Take a look - a super sharp investor we know has been on this name since the teens and still sees enormous upside seekingalpha.com/article/482254…

$FTAI Aviation: shift from leasing to engine maintenance, repair & exchange (MRE) in Full Force. Rated Buy with $236 YE26 target vs. $179 currently via Seeking Alpha MRE dominates EBITDA, with potential upside if cash flow deployed to expand capacity seekingalpha.com/article/483414…

Multiple positives support $FTAI Aviation Strong earnings report 2026 adj. EBITDA guidance raised to $1.525B fr $1.4B (small) dividend +16% Guided 33% increase in 2026 free cash flow to $1B Closed $6B strategic capital initiative - 2x initial goal seekingalpha.com/article/484579…

We've subscribed to Dalius' Special Situation Investments for ~2 years - it easily earns its cost from great ideas like $TTSH & $SOL which closed solidly in the green this week. I'd love to post the symbol for this compelling idea - but it's only for subscribers

$GDEN Takeunder - via Dalius - Special Sits Chairman "stealing" op. biz for 1x EBITDA Activists see 30% upside in price Existing financing supports 15%+ higher bid Shareholders must approve; mgmt owns 30% $CZR $PENN $MCRI $RRR trade 7–8x NTM EBITDA specialsituationinvestments.com

LOVE Golconda Gold $GGGOF - a “set it and forget it” story we own courtesy of great coverage from Ian Cassel of MicroCapClub Golconda microcapclub.com

-> Dalius - Special Sits continues to deliver great ideas - like this one in play: Take-under of $GDEN currently $27.21 by Chairman in complex deal valuing op biz @ 1X EBITDA = ~$30 total vs. $39.50 @ 5.5X EBITDA & shareholders are mad Mario Gabelli just raised stake to 6.14%

Thoughts on $SPCB?? They secured W. Europe public safety contract, including domestic violence monitoring, GPS tracking of offenders and home detention monitoring. Expands global reach to 10 countries; follows 35 US contact wins since mid 2024 prnewswire.com/news-releases/…

Note - the release says $6M in 9M net income - however 1/2 of that is a financial gain. Even still $2.96 of untaxed 9M net income = ~$0.69/share or $0.92 annualized vs. the current $7.91 share price - what are we missing?

Thought we'd take a victory lap on $FTAI since our 11/19 post - even though the new power generation business (using airplane engines) catalyst was unknown to us at the time... better lucky than smart; but luck favors impressive management teams/execution!

We own $TRUE via a smart arb we know - but the stock price sure says there's an issue - any thought on what might be causing the weakness?

Nice to see $SPCB rebounding despite ongoing challenges in buying shares via Charles Schwab Corp due to "risk management" policies they won't explain. why?? This order cannot be placed. See Order Messages for details. Opening transactions must be placed with a broker.

Sometimes patience is rewarded... nice bounce back to $TRUE's take out price of $2.55

Impressive traction by SuperCom displacing incumbents to win electric offender monitoring contacts across 15 US states. Yesterday's $SPCB CEO presentation/Q&A via Sidoti & Company, LLC is great overview. sidoti.zoom.us/webinar/regist…

Great work on $SPCB thanks to JC JC with detail on $20.7M (Euro 17.5M) 2-year German state contract for electronic residence monitoring. Link to details: ted.europa.eu/en/notice/-/de…

Worth closer look: BUY-rated retailer $VNCE $5 target vs $2.75 price; $35M mkt cap via Eric M Beder Eric Beder is Wharton grad/ UCal Berkeley MBA w/ 25+ yrs exp. & is 3 time WSJ Best on the Street Honors winner in Specialty Retail + Clothing & Access u57976487.ct.sendgrid.net/ls/click?upn=u…

Maxim Initiated on $CDZI with $10 price target - it's a great LT opportunity with plenty more upside. Solving California’s Water Needs with Underground Water Storage Connected to Pipelines – Initiating with a Buy, $10 PT

Indeed - this is a great overview on $SPCB - the key issue we'd all like to better understand is what/why/how SuperCom has been successful with a steady stream of wins including those that unseat LT incumbents.

Great report on $SPCB - not to be missed by those interested in offender monitoring solutions $GEO $TRCK & $BIGLF