#trx $TRX.L - I gave up on this in late '24 and had lost touch with it. Was this gross negligence or were assets misappropriated? Things went sideways very fast. Surprising update.

#EKF $EKF.L - Gross margins up to 51%. Would have been nice if they could have put some numbers next to the fermentation win they mention.

I bought some $EKF.L. Very cash generative, buying back like crazy with gross margins going up and new products/deals on the horizon. In addition a biz that doesn`t care about the economic environment. Harwood owns 29,9%. Midterm plan targets LDD growth. Trades at <11x ev/fcf.

#isles - Palat has now equalled Tsyplakov's total production for the season in two periods on LI.

$DR.TO Medical Facilities Corporation Announces Sale of Oklahoma Spine Hospital, LLC and The Surgery Center of Newport Coast, LLC medicalfacilitiescorp.ca/investors/pres…

Contrarian take - think payments ends up being one of the most defensive segments against AI. Maybe you vibe code a payment portal, Claude ain’t getting you a money transfer license in 50 states and a compliance team to KYC. The problem is there’s too much competition and some

$FSP - Not much of an update...

My highest conviction setup for 2026: $RELL • High margin semi business projected to grow 100% • Alternative energy segment returning to fast growth • Unprofitable division has been officially divested • Trading net cash and single digit normalized earnings Full thesis in

$ATNI Announces divestiture of US tower portfolio for $250-270m gross proceeds ($180-195m net) Net proceeds are ~40-45% of current market ($425m) $10-13m hit to EBITDA on a full year basis… I have shares trading at ~5x EV/EBITDA with less than 1.8x leverage…

why don’t they just cut out the middle man and dump these right in the landfill

$SEER - Bradley Radoff with activist stake. Pressuring for strategic alternatives or other alternatives to enhance the shareholder value. Net cash roughly 3.80 US$ but negative Gross Margins.

Suprematism, by Nikolai Suetin, 1920-21, 📸 by Jared C. Tilton

$MIAX

$PRTA - Please actually put this to work

x.com/i/article/2027…

Len Jenshel - Best Western Mammoth Hot Springs, Gardiner, Montana, 1990

When was the last time a Playoff spot was so dependent on an 18-year-old defenseman? Schaefer is special #Isles