Jahresupdate 2025Angi Inc. – ANGI
Pitch Summary: Angi Inc. is in the midst of an operational turnaround, aiming to boost revenue and achieve profitability. Despite a turbulent past with strategic shifts and significant stock declines, the company is poised for one of its most profitable years. The market has yet to fully recognize Angi’s potential, as the stock remains undervalued. […]
Jahresupdate 2025Ipsos – IPX.PA
Pitch Summary: Ipsos is navigating a digital transformation, shifting focus from traditional project-based research to digital and self-service solutions. Despite minimal organic growth, the company has managed to offset declines in its legacy business with new digital offerings. The market has heavily discounted Ipsos, with an EV/EBIT of 4.5 and EV/FCF of 6.5, presenting a […]
Jahresupdate 2025InPost – INPST.AS
Pitch Summary: InPost has revolutionized the Polish parcel delivery market with its widespread parcel locker network, achieving nearly 50% EBITDA margins domestically. The company is expanding its successful model to other European markets, including the UK, France, and Benelux. Despite recent market skepticism due to slower profitability improvements outside Poland, InPost’s strategic acquisitions and software […]
Jahresupdate 2025IP Group – IPO.L
Pitch Summary: IP Group holds a diversified portfolio of around 80 early-stage investments, primarily in innovative sectors. The market currently undervalues the company, applying a significant discount to its asset value. A major catalyst is the potential monetization of a patent for a promising weight-loss drug, recently acquired by Pfizer for ~$10 billion. This could […]
Jahresupdate 2025Yougov – YOU.L
Pitch Summary: Yougov is positioned as a data company with a strong moat, having acquired the consumer panel from GFK. Despite a significant decline in value over the past four years, the company is undervalued at around €350 million, trading below its revenue. The return of the former CEO aims to revive revenue growth and […]
Orders & awards monitor – week 1 Stabilis Solutions, Inc. – SLNG
Pitch Summary: Stabilis Solutions has announced a definitive 10-year offtake agreement with Carnival Corporation to supply LNG for its cruise operations at the Port of Galveston. Deliveries are expected to commence in the fourth quarter of 2027, representing approximately 55% of the planned capacity of Stabilis’ LNG liquefaction facility. While the financial impact of this […]
Orders & awards monitor – week 1 CAMP4 Therapeutics Corporation – CAMP
Pitch Summary: CAMP4 Therapeutics has entered into a Research, Collaboration and License Agreement with GlaxoSmithKline, valued at an upfront payment of $17.5 million, with potential milestone payments of up to $440 million. This partnership aims to develop antisense oligonucleotide therapeutics for neurodegenerative and kidney disease indications. With a market cap of $330 million and an […]
Orders & awards monitor – week 1 Texas Pacific Land Corporation – TPL
Pitch Summary: Texas Pacific Land Corporation has announced a strategic agreement with Bolt Data & Energy to develop large-scale data center campuses on its land. The company is investing $50 million as part of a $150 million capital raise. This move marks a significant diversification into the data center business, aligning with trends in digital […]
Orders & awards monitor – week 1 KULR Technology Group, Inc. – KULR
Pitch Summary: KULR Technology Group has entered into a Joint Development Collaboration with a leading global battery-cell manufacturer to develop the KULR ONE MAX Battery Backup Unit product line. This collaboration targets AI-scale data centers and high-power compute environments, with a projected value of up to $100 million. Despite the stock being at an all-time […]
Orders & awards monitor – week 1 Vir Biotechnology, Inc. – VIR
Pitch Summary: Vir Biotechnology has entered into a significant License Agreement with Norgine Pharma UK Limited, granting exclusive commercial rights for a combination treatment for chronic hepatitis delta in Europe, Australia, and New Zealand. This agreement includes an initial reimbursement of EUR 55 million and potential milestone payments of up to EUR 495 million. With […]
(•‿-) My Top 25 Stocks for 2026Majestic Gold – MJS.V
Pitch Summary: Majestic Gold operates the Songjiagou gold mine in China, benefiting from low valuation and high dividend yield. The company’s profitability and potential revaluation if the ‘China discount’ is reduced highlight its investment appeal. However, geopolitical risks and difficulties in repatriating profits from China pose challenges. BSD Analysis: Majestic Gold’s focus on low-cost gold […]
(•‿-) My Top 25 Stocks for 2026Cyviz – CYVIZ.OL
Pitch Summary: Cyviz offers high-end technology solutions for control and conference rooms, with a strong client base including Microsoft and the US Department of Defense. The company’s standardized platform and strong order intake highlight its growth potential. However, revenue fluctuations and low stock liquidity pose challenges. BSD Analysis: Cyviz’s focus on providing standardized, IT-based solutions […]
(•‿-) My Top 25 Stocks for 2026Neo Performance Materials – NEO.TO
Pitch Summary: Neo Performance Materials processes rare earths, owning the only commercial separation plant in Europe. The company’s strategic position in the European automotive industry enhances its growth potential. However, price volatility for rare earths and China’s market dominance pose challenges. BSD Analysis: Neo Performance Materials’ focus on processing rare earths positions it as a […]
(•‿-) My Top 25 Stocks for 20265N Plus – VNP.TO
Pitch Summary: 5N Plus is a world leader in ultra-pure materials for satellite solar panels, benefiting from the space sector’s growth. The company’s strong revenue and EBITDA performance highlight its potential. However, production complexity and dependence on a few major customers pose challenges. BSD Analysis: 5N Plus’s focus on specialty semiconductors and high-performance materials positions […]
(•‿-) My Top 25 Stocks for 2026Virtu Financial – VIRT
Pitch Summary: Virtu Financial is one of the largest electronic market makers, benefiting from economies of scale and technology. The company’s low P/E ratio and strong Q3 2025 performance highlight its investment potential. However, regulatory risks related to ‘Payment for Order Flow’ and dependence on market volumes pose challenges. BSD Analysis: Virtu Financial’s strategic focus […]
(•‿-) My Top 25 Stocks for 2026Advanced Metallurgical Group – AMG.AS
Pitch Summary: Advanced Metallurgical Group produces critical materials like lithium and vanadium, benefiting from diversification into commodities. The company’s strong engineering division and vanadium recycling support its growth outlook. However, commodity price volatility and start-up challenges with new refinery projects pose risks. BSD Analysis: Advanced Metallurgical Group’s diversification into critical materials positions it as a […]
(•‿-) My Top 25 Stocks for 2026Pulse Seismic – PSD.TO
Pitch Summary: Pulse Seismic licenses its extensive library of seismic data to oil and gas companies, benefiting from high margins on data sales. The company’s debt-free status and generous dividend policy enhance its investment appeal. However, dependence on the oil industry’s investment willingness and long-term energy transition risks pose challenges. BSD Analysis: Pulse Seismic’s extensive […]
(•‿-) My Top 25 Stocks for 2026U.C.A. – UCA.DE
Pitch Summary: U.C.A. specializes in medium-sized investments, focusing on undervalued ‘hidden champions.’ The company’s stake in Pflegia GmbH, a reverse recruiting platform for nurses, highlights its growth potential. However, low transparency in day-to-day business and dependence on German SMEs pose challenges. BSD Analysis: U.C.A.’s strategic focus on identifying undervalued investment opportunities positions it as a […]
(•‿-) My Top 25 Stocks for 2026Cyberoo – CYB.MI
Pitch Summary: Cyberoo provides enterprise-level cybersecurity solutions for medium-sized companies, offering 24/7 surveillance. The company’s investment in its new AI platform ‘Keatrix’ lays the foundation for future scaling. However, competition from large US players and a shortage of skilled workers in Italy pose challenges. BSD Analysis: Cyberoo’s focus on providing affordable cybersecurity solutions for medium-sized […]
(•‿-) My Top 25 Stocks for 2026Viromed Medical – VMED.DE
Pitch Summary: Viromed Medical specializes in cold plasma therapy, which has the potential to revolutionize chronic wound treatment. The company’s restructuring efforts and expected sales growth highlight its potential. However, market acceptance of new plasma devices and the need to finance distribution costs pose challenges. BSD Analysis: Viromed Medical’s innovative cold plasma technology positions it […]
