Newlat Foods $NWL.MI – Investment thesis
Investment thesis in Newlat Foods $NWL.MI an Italian small cap growing in the agri-food sector
AutoPartner and Inter Cars 2Q23 results analysis
Analysis of Inter Cars & AutoPartner 2Q23 results - Two interesting Polish companies in the Automotive Aftermarket industry
The Italian Sea Group – 1H23 results $TISG.MI
The Italian Sea Group 1H23 results analysis, conference call comments and our thoughts about the company
Vysarn Ltd $VYS.AX – An opportunity under the Australian water
Investment thesis Vysarn Ltd, a vertically integrated micro cap company providing water services in Western Australia
Serica Energy LON:SQZ – Situation post Tailwind merger
After rejecting Kistos offer,Serica merged with Tailwind,doubling production and diversifying from natural gas. Analysis of resulting company
Vysarn – CEO ( James Clement ) Interview $VYS.AX
Interview with James Clement, CEO of Vysarn where we talk about plans in the different business segments and the corporate strategy
Intred Analysis (Unidata competitor)
$INTD.MI Intred analysis, Italian small cap that is one of the main competitors of Unidata. Investment thesis presented a few weeks ago
MarineMax Analysis $HZO
Analysis of MarineMax $HZO a boat & yacht dealer (discretionary sector) which is the main competitor of OneWater Marine $ONEW
Inter Cars WSE:CAR – Polish player in the cars aftermarket industry
Analysis of the independent aftermarket industry, where we analyse the Polish company Inter Cars and compare with Autopartner
OneWater Marine – $ONEW – A serial acquirer company
Investment thesis - OneWater Marine $ONEW, a serial acquirer in the recreational boat industry in the US