Valaris
Moram Capital publishes its initial equity research on Valaris covering all its assets, EBITDA projections by segment, valuation...
Offshore Drilling
The Offshore Drilling industry is a cyclical industry relying on oil prices & E&P companies investing in production
Vysarn Special – 1H25 Results
Vysarn Updated Investment Thesis - A vertically integrated Australian small cap providing water services in Australia.
Alantra – Finance at a reasonable price
Alantra - Finance at a reasonable price. Analysis of this Spanish company in the financial service industry
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.
Equity Research – Compagnie des Alpes
Compagnie des Alpes is a French small caps which offers the opportunity of investing in 10 large ski areas in the Alps, 12 leisure parks in Belgium and France, and 5-a-side football & padel courts in France. It is trading at 4.5 EV/EBITDA but also has several associated risks.
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
Italmobiliare Investing Holding
Italmobiliare focuses on acquiring small non-listed Italian companies with an emphasis on high quality, aiming for a medium-term horizon