Analysis of the 1H24 results of Unidata, an Italian telecommunications company whose main service is providing broadband connectivity to residents, businesses, and the public sector. This represents a huge opportunity as Italy is lagging in the deployment of high-speed broadband connectivity.
Analysis of the 1H24 results of Italian Wine Brands, a company specialized in the distribution of premium wines in 90 countries. It went public in 2015, becoming the first public winery in Italy and through these years it has become the largest private one in Italy. It has a market cap of roughly €200MM and a net debt of €93MM.
The Italian Sea Group 1H24 - TISG is an Italian small-cap specialising in the construction and maintenance of large luxury yachts
Catana Group is a family-owned company specializing in the construction of catamarans and operating a marina on the French Riviera (Saint Mandrier). Since going public in 2014, this small-cap company, with a market capitalization of €150 million, is 30% owned by the Poncin family, who hold 44% of the voting rights. Catana is the second-largest catamaran manufacturer globally and offers three distinct product lines (Catana , Bali, YOT)
Gogo (Special Update) offers inflight connectivity services to passengers on business aircraft in the US and Canada
Full House is a small regional casino company with a market cap of $180 million, which we analyzed earlier this year in January. It caught our attention because, after several years of construction, they were opening their two flagship assets (The American Place - currently a temporary opening - and Chamonix) within just over 10 months.
Jack in the Box reported its 2Q24 results after market close this Tuesday and beat expectations. Revenues of $369MM, AEBITDA of $64MM, and EPS of $1.65. However, the results are quite weak
Excelerate Energy 2Q24 Results. EE is an LNG infrastructure provider that owns a fleet of 10 + 1 FRSU and stable and predictable revenues
New Fortress Energy is a LNG Infrastructure company focused on downstream operations which recently has launched its own FLNG (upstream)
Arcos Dorados Updated Investment thesis, an opportunity to get exposure to Latin American countries throughout McDonald's