New Fortress Energy – Special Update
New Fortress Energy Special Update. We update the financial model including the last events (Fast LNG, Puerto Rico, Brazil,...)
Opportunities & Value traps in US Restaurant franchisors
Opportunities and value traps in the US restaurant franchisors industry analyse 6 companies (JACK , PZZA, DIN, WEN, DENN and LOCO)
Good Times Restaurants FY24
Good Times Restaurants - A microcap with no analyst coverage, positive EBITDA and FCF & buying back 20% of the company in 24 months.
New Fortress Energy – A company for sale
Analysis of New Fortress Energy after its refinancing. NFE is in a situation where all its assets are for sale. EBITDA by asset, valuation...
NRS – National Retail Solutions (IDT) – Thesis
National Retail Solutions (NRS) is the crown jewel of the empire being built by IDT Corporation, its standalone value exceeding IDT's mkt cap
IDT Corporation
IDT Corporation Investment Thesis - A family-owned small-cap that functions as a business incubator, spinning off ventures over time. 45% CAGR since its first Investor Day five years ago, with significant growth anticipated in FY25. 20% of its market cap held in net cash. No analyst coverage despite being a $1.3 billion company.
Golar LNG 3Q24 Results
Golar LNG 3Q24 results analysis. Golar Hilli new contract, Golar Gimi starting in 2Q25, Mark II, Macaw Energies...
GOGO 3Q24 Results
GOGO 3Q24 results analysis. Double beat on Revenues and EPS triggered a memorable short squeeze. LEO and 5G initiatives on track
GOGO – Significant catalysts ahead
GOGO Equity Research. $GOGO is a small cap in the in-flight connectivity industry about to launch 2 initiatives (5G,LEO) to accelerate growth
GOGO – Series of Interesting situations
Gogo (Special Update) offers inflight connectivity services to passengers on business aircraft in the US and Canada