ToffCap (@ToffCap) started following @rubicon59 on Oct 2, 2024

$GCT +8% today because Middle East? +33% since re-entry. 🤷‍♂️🤷‍♂️

But why is $GCT up??

RT @ToffCap: More news from Greenland Resources $MOLY regarding the financing of the capex. The news flow has been accelerating over the p…

RT @ToffCap: Averaging UP is an extremely important and underappreciated tool in achieving strong returns. So hard for so many to do.

RT @ToffCap: Another interesting but smaller growth company is VitalHub $VHI, a software provider for the healthcare sector. In a combo o…

Any views on Datagroup $D6H?

More news from Greenland Resources $MOLY regarding the financing of the capex. The news flow has been accelerating over the past months. $MOLY now has clear leads to raise $700m in debt to finance capex. This is on ~$50m market cap company, with insiders continuing to buy https://t.co/SyMcQcSLVv

Averaging UP is an extremely important and underappreciated tool in achieving strong returns. So hard for so many to do.

Another interesting but smaller growth company is VitalHub $VHI, a software provider for the healthcare sector. In a combo of organic growth and acquisitions, VitalHub has been posting very impressive growth over the past few years. This trend seems poised to continue, and https://t.co/dk46kpmDdl

I'm not yet seeing the usual avalanche of ytd performances in my feed... What's going on guys?

Franchise or Business Opportunity: What is the Difference? Here's what you need to know about the differences between a franchise and a business opportunity, so you can decide which path to ownership best fits your lifestyle needs and financial goals. https://t.co/Q1J6Smd7wI https://t.co/psN3thSt0M

Understanding Different Types of Franchises Ownership Models https://t.co/b59wMP8c8E https://t.co/PIzwLDQSK8

RT @joinyellowbrick: Added 38 new pitches to the website, including (pt 2): @LatamStocks - $NEXA @WolfOfOakville - $HASH.V @BigBullCap - $B…

This week's Idea Thesaurus issue is free! Don't miss the chance to identify your next big idea from a list of companies featured in 23 high signal-to-noise ratio screens. Check it out now! https://t.co/nVN51g84Iq

RT @ToffCap: Insiders (mainly the CEO) continue to snatch up shares in the open market at an impressive pace over at Greenland Resources $M…

RT @ToffCap: Interesting Ubiquity $UI write-up from Bonsai Partners @Anrosenblum from their recent letter 👇 https://t.co/mr5ObejATn

RT @ToffCap: If you like growth companies, you might want to check out Agilysys $AGYS. Agilysys is a software company targeting the hospi…

RT @ToffCap: It's a good time to reiterate this given today's Stellantis $STLA, Aston Martin $AML and Volkswagen $VOW news 👇 There will be…

Insiders (mainly the CEO) continue to snatch up shares in the open market at an impressive pace over at Greenland Resources $MOLY. Just look at that 👇 Keep in mind that daily volume in this stock is generally 20-90k, which makes the purchases quite sizable. Its clear that the https://t.co/axGJBWW4oh

https://t.co/QFmYmkpHER

Interesting Ubiquity $UI write-up from Bonsai Partners @Anrosenblum from their recent letter 👇 https://t.co/mr5ObejATn

If you like growth companies, you might want to check out Agilysys $AGYS. Agilysys is a software company targeting the hospitality segment. While not cheap on near-term earnings, the company's recent wins are poised to accelerate growth even more going forward. Combined https://t.co/LdB42DqfWG

It's a good time to reiterate this given today's Stellantis $STLA, Aston Martin $AML and Volkswagen $VOW news 👇 There will be an opportunity to make a ton of 💰 amidst the chaos in car land. Outlook cuts, production dial backs, more marketing spend -> no good signs and https://t.co/ce9wNOPxcG

When assessing new junior analysts / interns, at some point we always try to push them and see if they'll say "I don't know". If they never do ⚠️⚠️

Just scratching the surface here, but what's the risk the Enzo $ENZ liquidation never happens? Clearly a lot has happened, but the company's history does not exactly inspire hope...

$MELI fleet of Quicktron autonomous mobile robots in action Goods are organized on customized shelves for efficient retrieval. These shelves are then seamlessly transported by the robots to designated workstations, significantly boosting order fulfillment speed by 300%. https://t.co/RwhvSu4Fia

$MELI Raymond James initiates coverage with an Outperform rating and $2,350 PT The firm believes that MercadoLibre has potential for significant long-term growth due to its investments in fulfillment, loyalty programs, and artificial intelligence, which could lead to increased

RT @ToffCap: Now that $VASO volumes seem to have stabilized it might be interesting to take a look 👇 As expected the shares got dumped aft…

RT @ToffCap: Talen Energy $TLN is fully enjoying the upgrade cycle 👇 What an absolute beast. This has so far been a textbook out-of-bankr…

Are there any listed sushi 🍣 companies?

Now that $VASO volumes seem to have stabilized it might be interesting to take a look 👇 As expected the shares got dumped after the termination of the deal. Who knows if another leg down will come but I'm looking nonetheless. Though $VASO is not a very attractive company, at https://t.co/UkphqPuE73

Talen Energy $TLN is fully enjoying the upgrade cycle 👇 What an absolute beast. This has so far been a textbook out-of-bankruptcy play... - came out of the gates cheap✅ - trading OTC ✅ - no coverage ✅ - industry tailwinds ✅ - uplisting catalysts ✅ - asset sale catalysts https://t.co/k0haQ0MTFN

RT @ToffCap: Brain Biotech $BNN is a small biotech company with some interesting action going on. The stock has not exactly been a success…

RT @ToffCap: And the hurt continues over at Ubisoft $UBI. Profit warning on disappointing launches (ao Star Wars Outlaws) and postponing o…

Brain Biotech $BNN is a small biotech company with some interesting action going on. The stock has not exactly been a success over the past few years as the company's promising platforms failed to deliver substantial results and investors lost patience. But Brain recently https://t.co/Xpl72IebG3

"Let's start delivering sex toys - sorry, self-care products" Just Eat Takeaway $TWKY $JTKWY partners up with Lovehoney. And the market's loving it. Look at that share price reaction 👇 https://t.co/sgOsakKy7m

And the hurt continues over at Ubisoft $UBI. Profit warning on disappointing launches (ao Star Wars Outlaws) and postponing of new Assassin's Creed. Man, just look at that chart👇 (Remember Vivendi's $VIV interest in Ubi?) https://t.co/h65mFV8QCd

RT @ObrenovicZeljko: Published a new piece: VW & Porsche - NAV discounts you can actually eat. With a 10% dividend yield, premium brands,…

Published a new piece: VW & Porsche - NAV discounts you can actually eat. With a 10% dividend yield, premium brands, and management tackling inefficiencies, VW offers one of the biggest price-to-value gaps in the market. Through PAH3, the opportunity is even more compelling. https://t.co/SiDRHZL0D0

RT @ToffCap: Westaim $WED $WEDXF remains a very compelling case with a strongly protected downside. Westaim recently completed the sale of…

So... I don't look for a few days, and VIC goes batshit on... $BRK??

RT @ideahive: #9 Specialty Chemicals Distribution by @ToffCap Overview of industry fundamentals, including a list of all major players and…

Good time to rehash this great overview of X-Fab $XFAB from @roojoo3 👇 Stock is trading like 💀 as momentum is clearly not its friend. Though no real reason so far imo why the company could not meet its FY26 targets... ...which would imply an extremely compelling valuation.

Insiders continue to scoop up shares on the open market over at Treace Medical $TMCI 👇 Quite the large purchases from the CEO lately. https://t.co/pw2APMYCvv

Westaim $WED $WEDXF remains a very compelling case with a strongly protected downside. Westaim recently completed the sale of its remaining interest in Skyward, adding US$ 79m to the cash on the balance sheet... ...for a total of roughly US$ 370m cash - on a market cap of https://t.co/JUIVfpzuL8

Easy on the 😡 DMs friends I wrote MY worst investment 😘

RT @ToffCap: Interesting Auto Partner $APR deep dive from Asheville Cap 👇 Asheville believes that $APR should be able to return >20% pa ex…

RT @ToffCap: In case you missed it, we recently published Toffcap's Monday Monitor #32, our overview of interesting event-driven trades and…

My worst investment (by far)? CFA

https://t.co/zkSsRMQcgB

Interesting Auto Partner $APR deep dive from Asheville Cap 👇 Asheville believes that $APR should be able to return >20% pa excl any multiple expansion. https://t.co/Z03KJnjAcj

In case you missed it, we recently published Toffcap's Monday Monitor #32, our overview of interesting event-driven trades and companies ✅ Find it on the blog @ToffCap (no paywall)! https://t.co/OTtWPPebsh

RT @ToffCap: And we're out with Toffcap Monday Monitor #32, our overview of interesting event-driven trades and companies🔥 It's once again…

Indeed. $GIG spin is finally there 👇

RT @ToffCap: I once read a bunch of research stating that the % inside ownership is basically meaningless as a statistic (wrt future share…

RT @ToffCap: Friends, the Toffcap Monday Monitor is ready to go again! The next edition full of interesting special sits, event-driven inv…

When people (still) use P/S multiples… https://t.co/4Qa2yNzv18

I once read a bunch of research stating that the % inside ownership is basically meaningless as a statistic (wrt future share price performance). Does anyone have those papers?

Most of you will be happy if Elon hides others' followers count.

Don't let the opinion of unknown people ruin your day. You're on the right track. Keep going.