@ToniKrmek Avatar @ToniKrmek HiddenGemStocks | Small Cap Investing

HiddenGemStocks | Small Cap Investing posts on X about $mmy, gold, business, company the most. They currently have [---] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

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Social Influence

Social category influence finance 95% cryptocurrencies 10% stocks 7% countries 5% currencies 2% exchanges 1%

Social topic influence $mmy #20, gold 9%, business 9%, company 8%, strong 6%, acquisition 6%, in the 5%, debt 5%, $kghln 4%, investment 4%

Top accounts mentioned or mentioned by @lioncubsfund @10baggerproyect @inflexiosearch @fontainelantop1 @hurdlerate @charlesstreetsg @f15jcm @paulandreola @valuesituations @floebertus

Top assets mentioned Navigator Exchange (NAVI) Barrick Gold Corp. (GOLD) OMS Energy Technologies Inc. (OMSE) VersaBank (VBNK) Newell Brands Inc (NWL) Seaboard Corporation (SEB) KUTTO (KUTTO) Warner Bros Discovery, Inc. (WBD)

Top Social Posts

Top posts by engagements in the last [--] hours

"$OMSE recent ipo of an O&G equipment provider that makes steel pipes service rigs wellheads. Based in Singapore but trading on NASDAQ with a very low coverage and illquidity(MC: 200m there are days only $8000 are traded). It has it's risks: high customer concentration"
X Link 2026-01-08T09:48Z [---] followers, [---] engagements

"$MMY after going through the Q1 in more depth there are a number of interesting findings: [--]. Corporate costs jumped to 4m vs 0.5m in FY25. Curious item is 1.4m for "consulting fees". They have never incurred this so I am wondering what services is it for as this is quite a"
X Link 2025-12-02T19:18Z [---] followers, [---] engagements

"$VBNK Versabank is finally getting to an inflection point with US RPP ramping up. With credit assets soaring and deposits following it FY26 could prove to be a very very strong year. Based on the transcripts management guided to around 72m of non-inetrest expenses with"
X Link 2025-12-12T10:43Z [---] followers, [---] engagements

"$SBI.TO very very strong results with operating profit almost doubling. Gold miners have just such a strong operating leverage where each incremental increase in the gold prices goes directly to the bottom line. Interestingly share prices increased a meager 3% :)"
X Link 2025-11-28T09:02Z [---] followers, [---] engagements

"Soon Monument $MMY will report as well it's Q1 and based on the latest $GOLD prices(till Sep) similar strong results should be expected especially now when the filter issue has been resolved hence quantity produced has been resolved"
X Link 2025-11-28T09:02Z [---] followers, [---] engagements

"$MMY with another very very strong quarter. As expected due to the existing gold prices + higher processing(issues fixed) 🔥YoY comp: Revenue: $32.4m ( 67% YoY) Net income: $10.5m vs $3.0m YoY AISC: $1037/oz ( from $1115) Cash on hand: $62.8m ( $16.9m QoQ)"
X Link 2025-12-02T14:37Z [---] followers, [---] engagements

"Q1 vs Q4 comp: Revenue: $32.4m vs $59.5m in Q4 (fewer ounces sold in Q1 in Q4 they sold more than produced) Production: [-----] oz (Q4: [-----] oz) Sales: [-----] oz AISC: $1037/oz from $1115/oz in Q4 Net inc: $10.5m (vs $43.4m due to huge volume + tax effect)"
X Link 2025-12-02T14:37Z [---] followers, [---] engagements

"All in all a massive quarter for $MMY fueled by the gold prices while the valuation is still absurd. With such a low AISC the company would remain profitable with significantly lower gold prices"
X Link 2025-12-02T14:37Z [---] followers, [---] engagements

"$MMY Monument starting to allocate some of the massive cash that it holds. Special dividend of $0.02 represents a dividend yield of 2.5% at the current exchange rates. This might be just the beginning based on its balance sheet. Hoping for many more of these to come🤑"
X Link 2025-12-12T09:37Z [---] followers, [---] engagements

"$MMY absolutely brutal results for this junior gold miner. In the last quarter alone 3x increase in net profit(55% of the whole year) with a massive cash generation. The results are led by higher gold prices but also much higher gold recovery ratio which the company was able to"
X Link 2025-10-15T21:17Z [---] followers, [----] engagements

"$KGH.LN a small cap U.K based company continues to deliver. This H1 revenue grew impressive 30% more than some of the hottest AI stocks in the market and without the risk they carry. It's finally back to the organic growth however a bit lower than they guided 3% vs 5%. The"
X Link 2026-01-12T15:35Z [---] followers, [---] engagements

"$NWL $NWL.MI latest interview of Mastrolia regarding Carrefour's operations. They aim to significantly increase the % of private label and group brand products reducing the reliance on branded products. They are to progressively increase that share "over the next three years"
X Link 2026-01-22T21:57Z [---] followers, [----] engagements

"Junior gold miners' stocks have a lot of catching up if gold stays even near these levels. With the operating leverage kicking in even with a 20% drop in prices these companies will report a massive increase in profit. Not to mention that many of them are increasing production"
X Link 2026-01-29T09:09Z [---] followers, [---] engagements

"It H1'26 update they are guiding for an improved outlook both for revenue(very much expected 300m) but what's more interesting higher margins(12%). So we have a server provider business with EV=330m generating 50m EBITDA and FCF of 40m after normalizing for NWC"
X Link 2026-01-30T22:49Z [---] followers, [--] engagements

"Within the current AI-hype environment it's one of the rare pockets of undervaluation especially now when management seems confident that operational issues are resolved. Demand is clearly there confirmed by expected revenue growth of 100% YoY"
X Link 2026-01-30T22:49Z [---] followers, [--] engagements

"@LionCubsFund Sure :) A fairly good example is Redishred $KUT.TO Canadian micro/small cap. Revenue compounded at the astonishing 25-30% CAGR(organic+M&A) for the last 5-6y. They diluted having limited access to credit. Very strong business model and completely mispriced by the market"
X Link 2024-01-26T09:49Z [--] followers, [--] engagements

"@LionCubsFund That is true. The reason is ofc the nature of the two businesses(software vs trucking) when it comes to ROCE. What ultimately matters is FCF/share development where the two of them have similar outlooks going forward(more or less)"
X Link 2024-01-26T10:25Z [---] followers, [---] engagements

"@LionCubsFund Also the valuations kicks in. One is in his historical max very high valuations compared to the rest of the market while the other one is dragged down for no "proper" reason at all(max revenue achieved this year). I simply see far more upside and a lot less risk with $KUT 🙂"
X Link 2024-01-26T10:29Z [---] followers, [---] engagements

"With the current macro environment where we find ourselves currently when it comes to investing I believe that exactly the opposite will prosper in the medium term. Being: [--]. small-cap stock [--]. companies with some debt [--]. operating leverage compressed"
X Link 2024-07-17T08:42Z [---] followers, [--] engagements

"One of the good examples of a company having these characteristics is the Italian small-cap $NWL. The company is active in the alimentation sector and has just completed a large acquisition putting it on the radar(size-wise) of institutional investors"
X Link 2024-07-17T08:42Z [---] followers, [--] engagements

"Even with the latest price increase of more than 100% $NWL continues to be very cheaply priced as the prospects of unlocking cost and operational synergies are immersed. Combined with the prospects of reducing interest rates gives us a potential multubagger 📈"
X Link 2024-07-17T08:42Z [---] followers, [--] engagements

"@10baggerproyect absolutely agree; a fully recurring business with a large tailwind in the years to come; especially with the last acquisition that made if far more diversified. Could easily trade above ratios of [--]. Btw thanks for the initial write-up you gave me the idea to analyze it"
X Link 2024-11-21T19:04Z [---] followers, [--] engagements

"@10baggerproyect hmm.why do you see CapEx as a % of revenue decrease if to grow the top line they need to continue with the heavy investments I believe they could easily increase the FCF margins but at the cost of revenue growth"
X Link 2024-12-10T14:03Z [--] followers, [--] engagements

"@InflexioSearch the negative side is the underperformance vs the competitors in terms of revenue growth. Everyone was expecting a stronger quarter to say the least and now they are guiding to see it only in Q2. Not too happy with these results tbh. At least it's super cheap valuation :)"
X Link 2024-12-18T09:24Z [--] followers, [---] engagements

"@CharlesStreetSG @InflexioSearch the main reason I see for a margin decrease is a decrease in the top line as the business has operating leverage which affects the margins. There shouldn't be an issue for them to increase the margins by controlling the costs going forward while for sales.let's see"
X Link 2024-12-19T13:42Z [--] followers, [--] engagements

"Incredible amount of cheap well-run businesses to start [----]. Not the most popular opinion these days but valuations in Europe look ridiculous. We are coming to a point where it just doesn't matter if EPS will hit analyst consensus or not the prices are reflecting doomsday scn"
X Link 2025-01-02T08:37Z [--] followers, [--] engagements

"if a fully non-biased medium-quality investor would see these numbers knowing that no significant dilution took place what valuation would he this is fair Have no idea but definitely would not be P/E of [--] as it is now. Well folks this is the current situation for $EVO"
X Link 2025-01-05T22:05Z [--] followers, [----] engagements

"trading for pennies🪙.Such a massive difference between large vs small-cap businesses. A very interesting group of businesses that have come out in recent years are the ones doing road and infrastructure maintenance. Super recurring with high visibility top line growing as well"
X Link 2025-01-11T21:54Z [--] followers, [--] engagements

"as margin expansion. Moreover the majority of assets they own are leased so they are very capital light enabling them to have a very high ROIC(+20%) and spin a bunch of cash💵 which they reinvest mostly in growth CAPEX and M&A"
X Link 2025-01-11T21:54Z [--] followers, [--] engagements

"Business: provides maintenance services primarily to highways and with some minimal exposure also to airports (substitution of safety barriers road signs damage repairs.). Very important is the policy of Zero Subcontracting(doing everything by themselves increasing margins)"
X Link 2025-01-15T13:42Z [--] followers, [--] engagements

"Has two segments: [--]. ordinary maint: maintenance players must be located near the area to be covered with specialized personnel and vehicles. Contracts that may last up to [--] months. Needs a presence on the field due to the very short response time required by operators - 1h max"
X Link 2025-01-15T13:42Z [--] followers, [--] engagements

"2. extraordinary maint: shorter time frame of execution (usually up 7- [--] months). Focused on larger projects Pricing: frequent tariff revision (every [--] months) included in ordinary maint. contracts. Some of the key points:👇👇"
X Link 2025-01-15T13:42Z [--] followers, [--] engagements

"✅ revenue CAGR of 25% for the last [--] years ✅massive backlog(+115m) with the majority for extraordinary maintenance(ordinary is fully recurring) ✅all the growth so far has been organic besides a small acquisition that didn't contribute to the bottom line"
X Link 2025-01-15T13:42Z [--] followers, [--] engagements

"✅M&A: Huge potential for M&A as the company is on the lookout:10-15m revenue with 30% EBITDA margin ✅ROIC: +40% ✅Geographical expansion of ordinary maintenance ✅EBITDA: increase in margins(operating lev. internalization of activities shift from leasing to owning vehicles)"
X Link 2025-01-15T13:42Z [--] followers, [--] engagements

"@Fontainelantop1 Also dont want to speculate but it might be that the majority of public contracts have been terminated. In H1 they said they except to get back to double digit organic growth in H2. I calculated back for the year and as company doesn't have pronounced seasonality it seems that"
X Link 2025-01-30T19:41Z [---] followers, [---] engagements

"@Fontainelantop1 they earned 135m revenue less than expected(225m without catering for organic growth). That seems way too close to the whole quarterly revenue from public administration. Just wanted to highlight the possibility :) Btw thanks for great posts on $DGV"
X Link 2025-01-30T19:46Z [---] followers, [---] engagements

"@hurdle_rate being financed by debt with the current rates even after all the synergies FCF in the positive scenario should be [--]. Also the margins are very much inferior to their own(17%ish). Not sure on the rationale of it the first one of this type for $KGH.L"
X Link 2025-05-06T22:01Z [---] followers, [---] engagements

"increase in the margins in the upcoming years. Even though management is guiding 20% EBITDA margins from the current 15% getting conservatively to 17% and modeling 0% revenue growth from now would still land around 140m FCF in 2/3 years. Also debt seems very much under control"
X Link 2025-06-03T08:29Z [---] followers, [--] engagements

"and they are on the way to deleverage paying back 100m each year. All in all it's not the best business in the world but the one that is currently a cash cow being evaluated at only 3xFCF. Applying a discount to the peers the business on the low end should trade at"
X Link 2025-06-03T08:29Z [---] followers, [--] engagements

"@hurdle_rate @F15JCM I am long. its a business generating bunch of FCF very recurring counter cyclical with high management alignment. Valuation is very low despite the YTD run. Even if they didn't get this acquisition right(which we are far from knowing) it's "not a big deal""
X Link 2025-06-19T09:59Z [---] followers, [--] engagements

"$MLG.AX coming out as promised in H1 with massive margin expansion in H2 thanks to the deployment of equipment and personnel across the segments. With the latest contracts signed and expected growth CAPEX to kick in strong revenue growth is expected in FY26"
X Link 2025-08-20T21:52Z [---] followers, [---] engagements

"prices remain even close to the current levels. Not to mention the amount of cash they will generate. Can easily end up having 30-50% of current market cap in cash for FY26. Well the beauty of illiquid stocks what to say.🤨"
X Link 2025-09-10T15:33Z [---] followers, [--] engagements

"Very solid results for Knight Group $KGH.LN accompanied by both revenue growth and margin expansion with a flat organic growth due to higher churn. However management is very very bulish on this year's return to growing 5% organically especially as we are already [--] months into"
X Link 2025-09-18T20:15Z [---] followers, [--] engagements

"still small in revenue either to be sold for the company to be significant or to continue on a standalone basis(Its generating around 13.5m of revenue) The question is what valuation can they reach"
X Link 2025-09-20T21:48Z [---] followers, [--] engagements

"Share p. was around $30 the day before the announcement was made so logically its somewhat above. There were some large acquisitions in the sector over the last years such as Uponor and Logstor with the valuations ranging 9-18x EV/EBIT. Current peers such as NWPX or Tenaris"
X Link 2025-09-20T21:48Z [---] followers, [--] engagements

"@PaulAndreola A steal"
X Link 2025-09-26T16:50Z [---] followers, [--] engagements

"made a strategic switch to focus on data center market. This market requires large amount of backup electricity with generators forming a crucial part of the equipment. Their parent company is Weichai a massive Chinese manufacturer of power systems enabling $PSIX high exposure"
X Link 2025-10-10T16:47Z [---] followers, [---] engagements

"to the latest R&D developments. Last quarter they grew top line impressive 74% with a lesser growth of bottom line due to some one-offs in [----] and sales mix. Company could generate around 100m net profit this year but the real deal comes in the future. Even If the growth"
X Link 2025-10-10T16:47Z [---] followers, [--] engagements

"@ValueSituations $MRL sorry"
X Link 2024-12-06T08:22Z [---] followers, [--] engagements

"Revenue consistency ad growth is ensured by the characteristics of the country: massive gap related to infrastructure investment compared to other EU countries + Italy has a specific infrastructure with a high number of bridges viaducts and tunnels requiring constant maitenance"
X Link 2025-01-11T21:54Z [---] followers, [--] engagements

"Things get only better. Almost all of these businesses have very high insider ownership(50%) usually being led by the founding family. Some of the companies are: $RWY Reway Group S.p.a $ESF Edil San Felice S.p.A"
X Link 2025-01-11T21:54Z [---] followers, [---] engagements

"Follow up on the previous post on infrastructure maintenance companies. Very interesting situation with the company $ESF Edil San Felice S.p.A. If we zoom out a bit from the pessimism surrounding Europe and look at the actual facts(as per below) this is what we find:👇👇"
X Link 2025-01-15T13:42Z [---] followers, [---] engagements

"Management: family founded owned and for [--] generations with an ownership of 76% Debt: no debt cash positive 6m in the bank💵 Market📈: huge and slow growing market. TAM of around EUR 2b. Italy is experiencing a huge gap to other EU countries when it comes to infrastructure inv"
X Link 2025-01-15T13:42Z [---] followers, [--] engagements

"Competitors💪: the main two companies are fully and partly government-owned having a monopoly over road maintenance(60% of the market). However the majority of work is done by subcontractors such as $ESF. Out of these the infrastructure maintenance arena in Italy is"
X Link 2025-01-15T13:42Z [---] followers, [--] engagements

"populated by large players (e.g. $WBD) whose core business is related to the construction of infrastructure and by a fragmented number of maintenance specialists usually operating at regional level( $ESF). The sole large competitor focusing on road maintenance is AVR(private)"
X Link 2025-01-15T13:42Z [---] followers, [--] engagements

"However AVR is not present in the same geographies. There is another similar public company( $RWY) but it focuses only on extraordinary maint. specifically of tunnels and viaducts hence not a direct competitor"
X Link 2025-01-15T13:42Z [---] followers, [--] engagements

"interesting situation with $STRZ. Even with the latest run up of the price the company literally trades for 3XFCF. Having the majority of the channel already transferred on digital(70%) and getting the ownership of the new series under its own roof its reasonable to expect an"
X Link 2025-06-03T08:29Z [---] followers, [---] engagements

"$PPIH was a bit sceptical after reading the Q2 report when it comes to gross margins but it doesn't seem to be anything to worry about. In Q2 in respect to gross profit they mention "increased activity level" while for Q1 its the same + "improved margins from product mix""
X Link 2025-09-16T20:17Z [---] followers, [----] engagements

"$DNTL getting acquired by a PE for CAD 11/share representing a 33% premium. It does make sense for the insiders to decide to take it private. The business has been trading for 8.5xEBITDA for quite a while with the market not recognizing it's resilient nature. Mixture of"
X Link 2025-09-26T13:16Z [---] followers, [---] engagements

"even more clinics now when debt is within the target level. Small part will be offset by becoming taxable(so far had NOL) but still the business is to accelerate. It will generate 350m EBITDA and 150m FCF in FY26 PEs obviously know this"
X Link 2025-09-26T13:16Z [---] followers, [---] engagements

"This is why the price of CAD 11/sh is really on the low side. A more realistic one should have been around 14-15/sh. $DNTL"
X Link 2025-09-26T13:16Z [---] followers, [---] engagements

"$PSIX interesting play on the data center infrastructure tailwind. With a relatively small market cap($2b) and a much more limited liquidity due to high insider ownership it is flying under the radar. Company builds power source equipment and is fuel agnostic. Last year they"
X Link 2025-10-10T16:47Z [---] followers, [----] engagements

"finally put under control with the new filter being implemented at the end of Q3. Cost per Oz has been significantly lower due to lower royalties paid(guess the lower rate is being charged on a higher volume). The third factor is a 25% increase in the volumes sold which is 70%"
X Link 2025-10-15T21:17Z [---] followers, [---] engagements

"higher compared to Q3. It is actually higher than the volume produced meaning the company used its older gold inventory to sell it at attractive prices. Looking ahead $MTY should have a very strong Q1 and much much stronger Q2 based on where the gold prices are now"
X Link 2025-10-15T21:17Z [---] followers, [---] engagements

"$2CRSI revenue as expected however a huge underperformance in margins below all the expectations. Demand is clearly there as evident by the contract wins but execution is lacking. Instead of benefiting by the operational leverage the company wasnt able to deliver on time"
X Link 2025-10-31T22:33Z [---] followers, [---] engagements

"causing massive margin drop. Based on the release it seems H1 FY26 is facing the same issue as they mentioned they are confident in the 300m of revenue but 36m EBITDA(12% margins) could be confirmed only in H2 leading to say the margins issues will prolong to at least"
X Link 2025-10-31T22:33Z [---] followers, [--] engagements

"first half of the next year. All in all a very negative development lacking operational execution and confirmation of issues being resolved. Have sold all of my position today but will keep an eye on the company in case execution improves. $2CRSI"
X Link 2025-10-31T22:33Z [---] followers, [---] engagements

"$tea.ax just made a very good strategic acquisition of WorkPac Group and I there's more than meets the eye. Basically the company is a recruitment engine mostly for trade professionals something all the developed economies are lacking big time. One one hand 95% of the revenue"
X Link 2025-11-20T21:21Z [---] followers, [--] engagements

"is recurring meaning that clients repeatedly take services from Workpac. And that makes complete sense bcs within trades industries there are projects that last for a year and a need to ramp up personnel is up 3x. There is no financial reason the client would go on to hire"
X Link 2025-11-20T21:21Z [---] followers, [--] engagements

"$KGH.LN is finally back to organic growth of 3% thanks to regular yearly price increases and much lower churn levels. Revenue due to acq grew 30%. On the bottom line CAPEX as expected has experienced a sharp drop as all the office refurishment ended last year. H2 should be even"
X Link 2025-11-21T08:36Z [---] followers, [--] engagements

"stronger due to seasonality and a recent increase in hirings. We are looking at a business that could generate 25m FCF after NWC normalization for the price of 160m"
X Link 2025-11-21T08:36Z [---] followers, [--] engagements

"@Floebertus the latest acquisition is just brutal. Currently valued at around 11x FCF"
X Link 2025-11-25T19:15Z [---] followers, [--] engagements

"cost for a single quarter. Speculating a possible corporate action might be on the horizon. Out of this 4m there is 2.2m for RSU meaning that if we were to normalize the profit for "one-off" consulting fees and non-cash expense(RSU) the profit would be 13.5m vs 10.5m(reported)"
X Link 2025-12-02T19:18Z [---] followers, [--] engagements

"2. they produced 2k Oz more than they sold the opposite of what they did in Q4 when they sold more taking from inventory. Now the inventory peaked: "5742 ounces of gold concentrate held at Selinsing warehouse (June [--] 2025: [----] ounces)". If they sold all that was produced"
X Link 2025-12-02T19:18Z [---] followers, [--] engagements

"the revenue would be 40m or 25% more I believe the next quarter will show exactly that. volume sold volume produced [--]. Capital allocation: they are generating a bunch of cash already 70m on the balance sheet and could easily(very conservatively) generate at least 30m more"
X Link 2025-12-02T19:18Z [---] followers, [--] engagements

"Solid results for the year across two accounts: family one that started in July this year(+ 38% return) and a private one(+27% return). Weighted average across both is +34%. It was achieved without large exposure to AI/infrastructure boom investing mostly in small relatively"
X Link 2025-12-31T14:47Z [---] followers, [--] engagements

"illiquid securities. Biggest winners across boring industries: junior gold miner food manufacturers hardware distributors. Subjectively I believe the risk exposure was low; all of the core positions grew profit by a high margin in a predictable manner. Happy hunting in 2026"
X Link 2025-12-31T14:47Z [---] followers, [--] engagements

"rest 27% came from M&A. EBITDA margin decreased due to extra insurance contribution (new UK law) but more due to lower interest rates as "other operating income" converts 100% to the bottom line having [--] expenses. That's a nice issue to have 🤑 Even with that EBITDA grew 20%"
X Link 2026-01-12T15:35Z [---] followers, [--] engagements

"One of the core reasons behind is pricing. He said that recent price increases were driven by branded manufacturers not by supermarkets and that high prices are not in the retailers interest. They prioritise volume over price and in that way to attract the consumer"
X Link 2026-01-22T21:57Z [---] followers, [--] engagements

"Anyone following Monument Mining $MMY knows why they stopped selling bullions(higher price) when they transitioned to sulphides and now sell the ore with a discount to spot Is it they don't have the equipment that needs high investment or they just wanna sell the ore ASAP"
X Link 2025-06-15T20:56Z [---] followers, [---] engagements

"The crazy thing is that not only the market overreacted on the negative news by a lot but that the company's full year guidance actually includes growth both in the top and bottom line🤑🤑 These days more than not I am finding market making ridiculous decisions"
X Link 2025-01-08T14:16Z [---] followers, [--] engagements

"Brokerage businesses are one of the best types of businesses there are. Almost all of them have provided superb returns to the investors. What if there is a company that has a monopoly on the largest trade in the world seaborn trade Any ideas which one it might me"
X Link 2024-01-19T10:18Z [---] followers, [--] engagements

"Look no more it's Clarkson $CLK This company is so dominant that there are no competitors that can jeopardize it's leadership position. All the competitors are small private companies earning a fraction what $CLK does all but $BMS. More info below👇👇👇"
X Link 2024-01-19T10:18Z [---] followers, [--] engagements

"5. Financial: high interest rate and raw material prices are causing lower investment in the sector hence affecting the supply of vessels All the points above point to a high chance of strong tailing for the freight rates in the sector. However the rates differ across types"
X Link 2024-01-19T10:32Z [---] followers, [--] engagements

"One way for investors to ensure to profit from this tendency is to invest in one of the oldest businesses in the industry: Shipbroking.💸⚓💸 Either a market leader such as Clarkson $CLK or Braemar $BMS"
X Link 2024-01-19T10:32Z [---] followers, [---] engagements

"The inneficiency of small cap is nothign but extraordinary. $AL2SI published a new large contract to the executed only for the price to increase 15% immediately and by the next day to go below the point before the contract was announced🤯 Really a no-brainer $AL2SI"
X Link 2025-08-15T10:21Z [---] followers, [---] engagements

"$gold at ATH while Monument Mining $MMY falling without any news. With gold miners you don't need to be able to predict what numbers they will report the gold price has already done it for you. Monument should have extremely strong Q4(June 25) and even stronger Q1'26 if"
X Link 2025-09-10T15:33Z [---] followers, [---] engagements

"$AL2SI $2CRSI execution of a massive massive contract for 290m(phase 1). I had originally thought that they had already executed this part as they said in early [----] that this phase would go over the next 18m. Meaning this is a extremely positive news bcs right now the company"
X Link 2025-09-30T07:23Z [---] followers, [---] engagements

"GAAP metrics are not so useful to look at as the company has a lot of D&A + many "one-offs" related with acquisitons. Also accounting penalizes the income statement with Contingent payments hiding the real generative picture of the business. Right now we are looking at a"
X Link 2026-01-12T15:35Z [---] followers, [--] engagements

"$SRB Serabi production update ✅Record annual gold production: [-----] oz (+18% YoY) ✅Q4 alone: [-----] oz (+15% vs Q4-2024) ✅net cash at 47m(including late shippment) 🎯FY26 production to be [-----] [-----] oz which is a bit lower that 60k Oz that they mentioned"
X Link 2026-01-15T08:50Z [---] followers, [---] engagements

"🎯✅Another 30000m brownfield exploration program targeting resource growth to 1.52.0 Moz Au in H1-2026 updates In the short $SRB is executing as expected. High gold prices + high volume = cash cow. Positioned for more growth & shareholder returns in [----]. #GOLD"
X Link 2026-01-15T08:50Z [---] followers, [---] engagements

"This whole move away from branded products aims to deliver higher margins and more volume. Also has confirmed the potential of doubling Italian manufacturing revenues to 400-500m. So that excludes the retail sale revenue of those products. All in all a great update🍝🤑"
X Link 2026-01-22T21:57Z [---] followers, [---] engagements

"Business is incredibly cheap has multiple levers to pull and is expected to generate(already does) massive amounts of cash flow which is most likely to be used for further M&A. Mastrolia family is building the fastest growing F&B company in Europe. Link https://www.corriere.it/economia/finanza/26_gennaio_19/carrefour-italia-mastrolia-al-debutto-con-gli-ex-gs-i-prodotti-del-gruppo-saranno-almeno-il-20-i-prezzi-non-e-nostro-interesse-d67b4ee2-7632-4a6c-a18f-389ffb7c7xlk.shtmlrefresh_ce"
X Link 2026-01-22T21:57Z [---] followers, [---] engagements

"$2crsi $ALSI the operational execution issue they reported before got resolved. Revenue was not a worry as backlog was known so the center piece were the margins. In H2 [----] they had issues with meeting deadlines hence having to offer a discount to customers = low margin"
X Link 2026-01-30T22:49Z [---] followers, [---] engagements

"Even in case of a recession in Italy I think that people are overreacting how it could affect a business of this type. If you analyze how other distributors such as TD Synnex(post-merger) or CDW Corp. handled it their revenues took only a slight hit in GFC"
X Link 2025-01-08T14:16Z [---] followers, [--] engagements

"business selling at EV/EBITDA = [---] and MC/FCF(normalized) = 6.5"
X Link 2026-01-12T15:35Z [---] followers, [--] engagements

"Just read the latest $KGH earnings transcript and it's even better than what the results show. Churn is back down to a very comfortable 8-9% and mngmnt said they expect 9-10% organic growth in H2 leading to 6% org growth for the full year. Moreover they expect that 10% org"
X Link 2026-01-14T17:54Z [---] followers, [---] engagements

"This is the kind of quiet compounding story I love in small caps. No massive hype just steady execution growing 20-30%/y in a very predictable industry with a "catalyst" of returning to high single digit organic growth"
X Link 2026-01-14T17:54Z [---] followers, [--] engagements

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