Old West Capital Management ADT.AX
Bull thesis on Adriatic Metals from Old West Capital Management
EQUAM Global Value Fund 2023 Q3 (BFSA GR)
Pitch Summary: During the quarter we have included Befesa, a company dedicated to the recycling of hazardous waste from steel mills and aluminium plants, which we have been following for several years, in our portfolio. We think that with the negative evolution of the share price, now is the time to invest. Befesa collects the […]
EQUAM Global Value Fund 2025 Q1 (BFSA GR)
Pitch Summary: Triton Partners, the investment fund specializing in mid-cap companies has once again invested in Befesa, our leading steel dust and salt slag recycling company. In 2013, Triton acquired Befesa from Abengoa and, after strengthening its market position, took it public in November 2017. Subsequently, Triton progressively divested its stake through accelerated placements in […]
Eos Energy Enterprises, Inc. (EOSE) – Yiannis Zourmpanos
Pitch Summary: @yianisz argues Eos Energy is setting up well because the stock is advancing even as social chatter fades. He highlights alternative indicators that suggest interest is consolidating among more durable holders: web traffic is rising while message-board activity drops and subscriber counts continue to climb. The thread frames this as a constructive “quiet […]
Two Cases Waiting on a $$$ VerdictEmerita Resources – EMO.V
Pitch Summary: Emerita Resources is awaiting a legal verdict that could grant them rights to the Aznalcóllar project, a site with significant zinc, lead, copper, gold, and silver deposits. The trial involves allegations of corruption in the tender process, and if Emerita wins, they stand to gain access to a resource valued at over USD […]
Eos Energy Enterprises Inc (EOSE)
Pitch Summary: Cash burn; fake customers; technological flaws in products; competes against lithium-ion which has 99% market share. Update: Iceberg Research claimed on Jan 20, 2021 that EOSE admitted it lied about its contracts. Update 6/30 – Reinitiated the short again after 90% drop and then 400% up now. Update 7/27 – Follow-up: Fake backlog […]
