Kistos Holdings Analysis – December 2023
Kistos Holdings Analysis. Including all assets, explanation and application of taxes in the 3 jurisdictions, and a detailed model (valuation)
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Red Robin $RRGB analysis. This company represents a terrible opportunity or are there red flags that indicate a value trap?
Renold $RLO.L
Renold PLC investment thesis - Second largest industrial chain manufacturer worldwide, with record revenues & growing at <5x earnings
The One Group Hospitality
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Ibersol analysis
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Tamburi Investment Partners $TIP.MI
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Newlat Foods $NWL.MI – Investment thesis
Investment thesis in Newlat Foods $NWL.MI an Italian small cap growing in the agri-food sector
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
Intred Analysis (Unidata competitor)
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