@rohansoor.bsky.social
Overlooked stocks (special situations, microcaps, international, etc.). https://centraltendency.substack.com
More interestingly, OTEC is granting options to its board/management that vest based on a sale of its main asset $BMOB3 Bemobi (with the percentage of vesting based on how much of Bemobi is sold) AND a return of any capital from a sale to shareholders
August 28, 2025 at 1:41 AM
More interestingly, OTEC is granting options to its board/management that vest based on a sale of its main asset $BMOB3 Bemobi (with the percentage of vesting based on how much of Bemobi is sold) AND a return of any capital from a sale to shareholders
$EML.AX - Out of EML after FY25 results, given ongoing execution risk. Guiding for 4-5% FY26E customer rev. growth vs. ~1% in FY25 (after adj.) with flat costs despite GTM and tech investments. Valuation not overly demanding (~9x EBITDA), but seems less attractive vs. other ideas
August 28, 2025 at 12:13 AM
$EML.AX - Out of EML after FY25 results, given ongoing execution risk. Guiding for 4-5% FY26E customer rev. growth vs. ~1% in FY25 (after adj.) with flat costs despite GTM and tech investments. Valuation not overly demanding (~9x EBITDA), but seems less attractive vs. other ideas
Would expect trends to continue in the seasonally stronger H2 period with a major new contract ramping and further cost reductions flowing through. Main priorities for capital allocation remain organic growth (e.g. investment in W/C for the new contract) and share buybacks
July 30, 2025 at 2:53 AM
Would expect trends to continue in the seasonally stronger H2 period with a major new contract ramping and further cost reductions flowing through. Main priorities for capital allocation remain organic growth (e.g. investment in W/C for the new contract) and share buybacks