Investor based in Europe specialised in finding asymmetric opportunities in the micro cap space. MSc Business Administration. Research Writer @ AAIG.
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Joined August 2025
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LibertyStream update: a second basin + a clear route to Nasdaq with 25/1 split. Link below (free). $LIB.V
$VBNK has surpassed its target of US$1 billion in additional U.S. SRP fundings in FY 2026 (ended OCT 31), significantly ahead of its revised timeframe of achieving the US$1 billion target by calendar year end.
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Crazy to see the divergence in price performance of co's on my watchlist. Some are hitting ATH's and at the same time some are hitting 52-week lows.
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Small reminder: the Endurance exclusivity expires on 14 November. Signed customer volumes are exactly what a lender wants to see imo. It may also be one of the business updates behind the AGM delay, but that’s my guess. $LIB.V
$LIB.V f1 deliveries estimated to start q2 next yr, so the timing of f2 after f1 is finished crucial now. The business update at the bottom of the page sounds promosing as well. Future will tell how many of these prospective customers can be converted in real customers.
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There have been better macro environments to announce such a contract. Stock price flat attow, crazy. $LIB.V
$LIB.V f1 deliveries estimated to start q2 next yr, so the timing of f2 after f1 is finished crucial now. The business update at the bottom of the page sounds promosing as well. Future will tell how many of these prospective customers can be converted in real customers.
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$LIB.V f1 deliveries estimated to start q2 next yr, so the timing of f2 after f1 is finished crucial now. The business update at the bottom of the page sounds promosing as well. Future will tell how many of these prospective customers can be converted in real customers.
Want to make a short comment on the Democrats winning in Texas yesterday and how it connects to $LB. The backlash centres on neighborhoods, freshwater and grid costs. LB’s sites are remote oil patch with on-site gas generation and brackish water. The WSJ reported in August that..
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At first sight, Q3 looks like a strong quarter for $SOFW.TA. Rev grew 35% to $28.5M, led by East Asia (+59%) and the US (+25%). Gross margin widened to 76.6%, and operating profit roughly tripled to $4.4M, even after $0.8M in one-time costs from the Nasdaq IPO it shelved in May..
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...as Tel Aviv market conditions improved. Net income rose to $4.1M (EPS $0.11 vs $0.03). The next chapter is China. NMPA approval landed Sept 24, with an opening order of 70 systems, 10 shipped in Q3 and 60 due in Q4. All of this is backed by $41M in cash and deposits, no debt.
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New writeup live on our platform, about an Australian serial acquirer founder-led in mission-critical industrial services.
Think most of you guys would like the setup. Link below🤝
Excited to share that I have joined AAIG as analyst on small caps. AAIG is looking for asymmetric opportunities and makes researches of institutional quality.
My first write-up is an Australian serial acquirer founder-led in mission-critical industrial services.
Full thesis 👇
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Sygnity $SGN.WA shares led gains in the sWIG80 index on Monday, closing about 10% higher at 93.90 zł, with turnover roughly triple its usual level. The rally followed a filing in which the company estimated consolidated net profit for the first nine months of 2026 at about…
75.9 million zł, on estimated revenue of about 336.3 million zł and EBITDA of about 102.2 million zł. Since first-half net profit was 46.2 million zł, this implies roughly 29.7 million zł in the third quarter alone, about 65% more than the 18.0 million zł reported a year earlier
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