11 stater med lovling online gambling. 27 med on-prem gambling. Kan nok være vekst i N-A fremover. EU og Asia mer usikkert? $EVO

$BONEX med 90% av salg i USA på EV/S 20x med 10% EBIT margin kan kanskje få det tøft...

From the conference call now, they say the steel JV is approaching before summer, which could unleash a lot of value and uncertainty. Also, they say Marine is on track for a 6-7% margin this year with spinoff in 2025

That NAV ain't just numbers on a napkin anymore

$NORTHM trades at < 2x low-end of FY25 EBITDA guidance (+ TBV discount), has an equity portfolio covering almost the entire mcap, owns valuable RE, w/ the founder owning > 60% of SO. Its SDR business is nearing profitability and you get the rest of the biz for free. Link in bio!

The Japanese government, and the ship's manufacturer Mitsubishi Heavy Industries (MHI), are in competition with Germany's Thyssenkrupp Marine Systems for a $10 billion contract with the Australian government, known as SEA3000 $TKA

Og der var stub'en igjen priset til negativ verdi 🧐 ...som leverte i snitt ~200m+ EBIT i 2018-2023 vs mcap på 750m

MSFT er så dumme. Burde gjort trippel maxi youtu.be/cH2t6VOdgkE?si…