Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Dec 23, 2025Twitter / X@CorneliaLakeTE T1 Energy Inc. Electrical EquipmentElectrical Components & Equipment Bull New York Stock ExchangeAipower, China, Contracting, FEOC, manufacturing, Modules, Offtake, Solar, Supplychain, TaxCredits
Dec 23, 2025SubstackUzo CapitalVOD Vodafone Group Plc TelecommunicationsWireless Telecommunications Services Bull London Stock ExchangeAST Spacemobile, capital expenditure savings, direct-to-device connectivity, earnings growth, European market, Free Cash Flow, Sat-co, telecommunications, valuation re-rating, Vodafone
Dec 23, 2025SubstackCompound and FireAT.L Ashtead Technology Holdings plc Subsea Equipment RentalSubsea Equipment Rental Bull London Stock Exchangeenergy transition, Fleet utilization, M&A strategy, market share growth, Offshore energy, oil and gas, operational synergies, renewable energy, Subsea equipment rental, valuation upside
Dec 23, 2025SubstackMindset ValueGLASF Glass House Brands CannabisCannabis Bull Over-the-CounterCannabis, competitive edge, export opportunities, Glass House Brands, growth strategy, high-quality products, international markets, low-cost production, regulatory requirements, Schedule III
Dec 23, 2025SubstackMindset ValueGRUSF Grown Rogue International CannabisCannabis Bull Over-the-CounterCannabis, cultivation capacity, export opportunities, flower production, Grown Rogue International, Growth Opportunities, growth strategy, Minnesota market, regulatory challenges, strategic positioning
Dec 23, 2025SubstackMindset ValueVREOF Vireo Health International CannabisCannabis Bull Over-the-CounterCannabis, cultivation capacity, flower production, growth potential, growth strategy, market share, Minnesota market, regulatory requirements, strategic positioning, Vireo Health International
Dec 23, 2025SubstackMindset ValueGTBIF Green Thumb Industries CannabisCannabis Bull Over-the-Counteradult-use market, Cannabis, cultivation capacity, Green Thumb Industries, Growth Opportunities, growth strategy, market share, Minnesota market, regulatory challenges, strategic positioning
Dec 23, 2025SubstackMindset ValuePLNH Planet 13 CannabisCannabis Bear Over-the-Counterbusiness model, Cannabis, competitive landscape, financial performance, gross margins, Planet 13, price compression, revenue decline, structural issues, tax relief
Dec 22, 2025SubstackTriples InvestingOCI.AS OCI Global ChemicalsFertilizers & Agricultural Chemicals Bull Euronext Amsterdamactivist investor, Dutch law, liquidation value, merger, minority shareholders, Nassef Sawiris, Norbury Capital, OCI Global, Orascom Construction, valuation
Dec 22, 2025SubstackPP Invest 007MJS.V Majestic Gold MiningGold Bull TSX Venture ExchangeChina discount, dividend yield, geopolitical risks, gold production, investment opportunity, low valuation, mining sector, profit repatriation, Songjiagou mine, valuation
Dec 22, 2025SubstackPP Invest 007CYVIZ.OL Cyviz TechnologyControl Room Solutions Bull Oslo Stock Exchangeconference rooms, control room solutions, market share, Microsoft, order intake, remote management, revenue fluctuations, standardized platform, stock liquidity, US Department of Defense
Dec 22, 2025SubstackPP Invest 007NEO.TO Neo Performance Materials MaterialsRare Earths Bull Toronto Stock ExchangeChina, commercial separation plant, electric motors, European automotive industry, growth prospects, magnetic powders, market dominance, market share, price volatility, Rare Earths
Dec 22, 2025SubstackPP Invest 007VNP.TO 5N Plus MaterialsSpecialty Semiconductors Bull Toronto Stock Exchangecustomer dependence, EBITDA, market share, medical imaging, production complexity, revenue performance, satellite solar panels, space sector, specialty semiconductors, ultra-pure materials
Dec 22, 2025SubstackPP Invest 007VIRT Virtu Financial Financial ServicesMarket Making Bull NASDAQ Stock Marketeconomies of scale, electronic market making, global exchanges, growth prospects, Liquidity, market volumes, P/E ratio, Payment for Order Flow, Regulatory Risks, technology
Dec 22, 2025SubstackPP Invest 007AMG.AS Advanced Metallurgical Group MaterialsSpecialty Metals Bull Euronext AmsterdamCommodities, commodity price volatility, critical materials, engineering division, growth outlook, Lithium, refinery projects, Specialty-Metals, Vanadium, vanadium recycling
Dec 22, 2025SubstackPP Invest 007PSD.TO Pulse Seismic EnergySeismic Data Bull Toronto Stock ExchangeData licensing, debt-free, dividend policy, energy transition, financial stability, growth prospects, high margins, investment willingness, oil and gas, seismic data
Dec 22, 2025SubstackPP Invest 007UCA.DE U.C.A. Financial ServicesInvestment Management Bull Deutsche BörseGerman SMEs, Healthcare Sector, hidden champions, investment boutique, investment opportunities, medium-sized investments, nurses, Pflegia GmbH, reverse recruiting, Transparency
Dec 22, 2025SubstackPP Invest 007CYB.MI Cyberoo TechnologyCybersecurity Bull Borsa ItalianaAI platform, Competition, cybersecurity, enterprise-level security, Italy, Keatrix, Managed Detection and Response, medium-sized companies, Scalability, skilled workers
Dec 22, 2025SubstackPP Invest 007VMED.DE Viromed Medical HealthcareMedical Technology Bull Deutsche Börseadvanced treatment solutions, chronic wounds, cold plasma therapy, distribution costs, Healthcare Industry, market acceptance, Medical devices, restructuring, sales growth, wound healing
Dec 22, 2025SubstackPP Invest 007KTN.VI Kontron TechnologyInternet of Things Bull Vienna Stock ExchangeAcquisitions, connected devices, economic cycles, Hardware, industrial customers, IoT, market share, networked machines, Order Backlog, Software

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