Sublime
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Quick thoughts: $ARTG.V is a nearly complete large scale gold mine in British Columbia (stable political jurisdiction). CEO is from Teck, board/insiders own ~40% of the company, sold their last one Atlantic Gold. Stock trades at ~.5x NAV, 3x FCF. 1/3
Pythia Capital, No Brainerx.com
Couple US REITs hitting fresh new all-time low Price-to-Tangible Book Values:
$LAND - farmland
$SAFE - ground leases
32% and 47% discounts respectively vs significant premiums to bookvalue these stocks have typically traded at historically. https://t.co/gwHLt0iEdY
$DLO
Share has been clobbered. Mkt cap about $3.6B now
FY23 Adj EBITDA guide is $210M (midpoint)
So about 18x EBITDA
Prob can grow at >30% for several years
Short report has made everyone nervous but it seems good to me over longe... See more
Irnest Kaplanx.comAdded $AYRWF $CURLF $MSOS this morning.
Watching $GDNSF for one more add before the bill gets signed this week.
H.L. Menckenx.comDouglas Allen
@dougallen
$CBD is trading under $4.00 and the #s are getting silly again.
Assuming Gilinski's offer of $1,150m (rejected as too low) is the floor, the "stub" has an EV of ~$200m.
The stub will generate $3.8B USD in sales and a ~9% post-IFRS EBITDA margin, putting it at <1.0x EBITDA.
Clark Square Capitalx.comtryllid
@tryllid
Andrea Bass
@andreab
Reader, writer, library worker.
XLmraxZVnLnAtIt
@xlmraxzvnlnatit