$KSPI In the Q&A Lomtadze seemed very bullish on their new E-Cars marketplace business. $KSPI wants to combine Carvana and Carmax together with a marketplace for spare parts, tires and other car services. Considering their track record I'm confident that they will execute

$SLYG CEO Wolfgang was asked about competitors on the Q&A and gave a honorable mention to $PLEJD. Interestingly he said that Plejd is failing to enter other European markets and therefore isn't worried about them. #ShellyGroup

$GPRK will have about 55k boepd production for 2025, representing growth of over 55%. This doesn't account for the growth opportunities through more drilling. Meanwhile the total debt will be around 1 billion, which could technically be paid off in less than 3 years.

$PTEC seems really intriguing at this point, even though it might be the inferior business to $EVO. 1800m will be returned through dividends and their Caliplay stake seems to be worth over 600m with conservative multiples. This values their valuable B2B segment below 250m euro.

$BGEO Q1 2025: Profit up 39% YoY Loan growth: +23%, deposits: +20% Cost of risk just 0.2% 67% of retail sales now digital Armenia scaling fast (21% ROE) and Georgia remains the cash engine. NIM compressed, but volume-led earnings and capital returns intact. Quietly executing.

$KSPI Q1 2025: - NI +16% YoY (ex-Turkey), FY guide cut to +15% - Fintech margins under pressure from rising deposit costs - Hepsiburada loss-making with macro + political overhang The case now hinges on Turkey execution. Core is elite, but optionality is riskier than it looks.

$INTR Q1 2025: strong growth, but still scaling: + Net income +57% & ROE 12.9% + ARPU rising & insurance & shopping compounding fast – Cost of risk ~4.6% + ROE still below top peers Global optionality still early. Lots of upside left, they are not priced as a winner like $NU