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I'm better than Icardi
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Almost as if you were on to something .....
The price is still fucking silly.. like i have some time on my hands and may write a bjt of reoport but yes fuck me
 

Adriano@10

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Man i just cannot read powell...
The fact that the SNB did cut though suggest to me that they expect him to cut next time around.

I still think data does not suport a cut but we re in a election year so who knows...

In other news check out frequentis austrian communication tech company that mainly in air traffic and transportation communication...
They just landed a 477 something million FAA contract to provide air to ground protocol converter systems to replace the current radio systems....
Market cap currently some 350mios...
Stock baerly moved since announcement...
Could be one of those smal caps where notthing matters and we jsu sit at 26 for ever could be a great investment.
Not i think there are still possibilities for someone to intervene and snatch that contract away but it would have to be proven that it was wrongfully given to them
Ticker: fqt

Edit: even at a 5% ebit margin which is lower than average this would double ebit...
 
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brehme1989

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Is there a catch? Was there provision for this maybe?
 

Adriano@10

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Is there a catch? Was there provision for this maybe?
A small cap b i think the decision to award the contract to them can still be challenged in court...
I dont see why anybody should do that but it s possible...
It s a european small cap so who knows if it ever moves...
And the 470 mio aint guaranteed might end up being smaler
On top of that my best guess would be that this is a multi year thing as the contract size would basically double their annual rev....
So much more probable that it s only like a 20/30% boost to ebit on a yearly basis...
Heres a link to the news of them getting the contract:
 

Pimpin

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I mean that is still material.. 20/30% boost yearly on ebitda is not nothing
A small cap b i think the decision to award the contract to them can still be challenged in court...
I dont see why anybody should do that but it s possible...
It s a european small cap so who knows if it ever moves...
And the 470 mio aint guaranteed might end up being smaler
On top of that my best guess would be that this is a multi year thing as the contract size would basically double their annual rev....
So much more probable that it s only like a 20/30% boost to ebit on a yearly basis...
Heres a link to the news of them getting the contract:
 

Adriano@10

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I mean that is still material.. 20/30% boost yearly on ebitda is not nothing
Agreed just saying i ve been in smallcaps and especially european small caps before that had great mgm and great catalists and the stock underpreformed markets despite great performance....and then after some years you just walk away frustrated....
Just dont wanna make this sound like a no brainer
 

Adriano@10

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Check out italmobiliare 9% div and imho a 30 to 40% upside potential...ticker:ITM

Also imho rddt gonna be a great short around lockup expiry which is september... puts slightly expensive atm though
 

Pimpin

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Helios towers is still cheap, if these guys hold off on pulling extra deals and deleverage, they can be set to double organically. but again, if they get in good markets.. liek theyve done so far, it could get even better.
 

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Helios towers is still cheap, if these guys hold off on pulling extra deals and deleverage, they can be set to double organically. but again, if they get in good markets.. liek theyve done so far, it could get even better.
Whats your PT if you have one in mind?
 

Adriano@10

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LOL DJT including a going concern warning in their latest 8-k..
Also apparently the donald still locked in for 6 months...
 

Pimpin

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Whats your PT if you have one in mind?
Id have to get more in detail but even at a discount for emerging market stock it should be at least double
 

Pimpin

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Stne, a fintech growing at 30% yoy, trades at 12 forward pe.. make of that what you will

FT with what i said about 23andme.. someone tell the stock

Can 23andMe reinvent itself as a drug discovery company?​





Seventy-one years ago, Francis Crick burst into the Eagle pub in Cambridge to announce to startled lunchtime drinkers that he and his fellow researcher James Watson had discovered “the secret of life”. Their deciphering of the structure of DNA launched a new era of scientific research and won them the Nobel Prize for medicine.Nowadays, it has become ridiculously cheap and easy to discover your own DNA. Spit into a tube, post it to a lab and a genetics testing company will email you the results for as little as $99.

The collapse in the cost of this technology is staggering, outstripping the exponential advances in computing power, known as Moore’s Law. At the beginning of the century it cost more than $95mn to sequence one human-sized genome. This data revolution has enabled millions of people to trace their ancestry and discover lost relatives. It has also helped doctors diagnose genetic diseases and created an astonishing research resource for scientists. While researchers have been salivating about this informational treasure trove, investors seem less impressed. But intriguingly, several billionaires have laid contrarian bets that 23andMe, one of the biggest testing companies, can reinvent itself as a valuable drug discovery business. Can it succeed?Since being founded in 2006, 23andMe has experienced a wild roller-coaster ride, even by the dippy standards of West Coast start-ups.

Once viewed as one of the world’s coolest companies, 23andMe had little trouble raising $1.4bn to fund the expansion of its direct-to-consumer DNA-testing business. It was closely connected with Silicon Valley royalty: Anne Wojcicki, the company’s co-founder and chief executive, received early backing from Sergey Brin, the co-founder of Google whom she went on to marry (and later divorce). Amid great acclaim, the company listed on Nasdaq in 2021 via a special purpose acquisition company backed by Sir Richard Branson and its valuation topped $6bn. But its shares have since plunged more than 95 per cent and it is in danger of being delisted. The trouble with DNA testing is that you only need to do it once and the early adopters have now adopted. 23andMe’s attempts to build a healthcare subscription business have not scaled as fast as hoped. The company also suffered a damaging data breach last year. Hence the need for a corporate reinvention.With foresight, 23andMe created a therapeutics research division nine years ago to exploit its extraordinary cache of genetic data. Its database now includes 15mn users of whom 80 per cent have consented to share their anonymised data for research.

The company has been working with the pharmaceutical giant GSK, focusing on immuno-oncology drugs. “We are like a telescope that can see 10 times further into the biological universe,” Jennifer Low, head of therapeutics development at 23andMe, tells me.Low says that what distinguishes the company’s approach is the scale of its database and its interactions with customers, which allow additional health information to be gathered. Last month, 23andMe announced that the first participant had been dosed in a Phase 1 clinical trial for an antibody that counters advanced solid tumours. The company has genetically validated two other drug targets.The field of computational biology is evolving fast and several AI companies are exploring the possibilities of accelerating drug development in this data-rich field. Google DeepMind, the London-based AI company, even spun out a dedicated company called Isomorphic Labs in 2021 for this purpose.Sir Demis Hassabis, co-founder of Google DeepMind, told me last week that Isomorphic’s research was going “amazingly well” and it was building prediction models to assess the properties needed to design a good drug, based mostly on insights gained from the AlphaFold protein structure database. But he said there was really big potential for researchers to apply AI to large-scale genomics data, too. “We have a lot of data in that world.


The question is: how to make sense of it all. This is where AI comes in,” he said.The challenge for 23andMe is to combine a fast-paced healthcare company mentality with a patient focus on drug discovery, meshing together two radically different business cultures, skill sets, customer demands and timelines. It can take between seven to 10 years after a drug enters clinical trials for it to be approved, assuming it works. Maybe the billionaire investors are right to detect value in 23andMe’s data. But it might take a different corporate structure — or an acquirer — to realise it.
 

Adriano@10

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The question is: how to make sense of it all. This is where AI comes in,” he said.The challenge for 23andMe is to combine a fast-paced healthcare company mentality with a patient focus on drug discovery, meshing together two radically different business cultures, skill sets, customer demands and timelines. It can take between seven to 10 years after a drug enters clinical trials for it to be approved, assuming it works. Maybe the billionaire investors are right to detect value in 23andMe’s data. But it might take a different corporate structure — or an acquirer — to realise it.
Honestly this paragraph would be a huge red flag for me...
Not hat i know anything about it...
 

Adriano@10

Allenatore
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You have to love markets... Rate cuts rate cuts rate cuts and everybody and their mothers bid up equity prices....
When the higher for longer seemed so fucken obvious.....
 

Pimpin

I'm better than Icardi
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You have to love markets... Rate cuts rate cuts rate cuts and everybody and their mothers bid up equity prices....
When the higher for longer seemed so fucken obvious.....
..and a few overleveraged stocks that i thought would be high beta if inflation moved eithef way have not budged..
 

Adriano@10

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Yo pimp do you have any thoughts on GENK? Korean BBQ Restaurant chain...
Not my original idea but the write up seems compelling: https://macro-ops.com/gen-restaurant-genk-deep-dive/
Since you like restaurant chains....and i might overestimate it cause i love korean food thought i ll ask you

Side note 11x yesterday on GL puts thanks to fuzzy panda research if you guys are not already on their newsletter list it s time to get on there superb short research.
 

Pimpin

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So, traveling around the UK, all I see is the mom and pops restaurants shutting down and all of them being replaced by british equivalent of applebees - just cuisines from different cultures.. I think long-term i was a bit right, in that restaurant chains will/are the future. Yet, I do not think all of them will survive.. I liked greggs alot, but now they're starting seating and afternoon work hours (which I am not bullish on.. i want a fucking breakfast spot, no one wants a pastry at 6 pm), and yeah the afternoon hours may hurt their margins, aside from the spots near stations. So yeah, not that they'll go under, but the real life doesn't match what numbers say (yet at least). Its a great business still, and i love their sandwiches, but yeah, no idea if it makes sense, v skeptical.

On this Restaurant chain, I have no idea as I've never tried it, and i usually get interested in investing if i love the food. HOwever, with that being said, I do not like that they rely on sysco to get the food and then cook it by people, I do not see how this can give them any moat. I see that its very lean business and margins would be good, but this seems like a shelter where u have meat and oven haha. With that being said, it looks cheap and like its growing, perhaps they get some special food from sysco? IDK?
 

brehme1989

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If you travel to Europe more, you'd see the contrary.

The USA and the UK follow their own path, and arguably that's the path where the money follows. But the restaurant business won't be franchised in the continent.
Hospitality groups, sure. With branches in places like the UAE as well.
 

Adriano@10

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So, traveling around the UK, all I see is the mom and pops restaurants shutting down and all of them being replaced by british equivalent of applebees - just cuisines from different cultures.. I think long-term i was a bit right, in that restaurant chains will/are the future. Yet, I do not think all of them will survive.. I liked greggs alot, but now they're starting seating and afternoon work hours (which I am not bullish on.. i want a fucking breakfast spot, no one wants a pastry at 6 pm), and yeah the afternoon hours may hurt their margins, aside from the spots near stations. So yeah, not that they'll go under, but the real life doesn't match what numbers say (yet at least). Its a great business still, and i love their sandwiches, but yeah, no idea if it makes sense, v skeptical.
Agreed... Like you can see it here even with more high class restaurants that are not all branded the same way but are all owned by the same group....
Unless your product/experiance is superb it s gonna be extremly hard to compete
On this Restaurant chain, I have no idea as I've never tried it, and i usually get interested in investing if i love the food. HOwever, with that being said, I do not like that they rely on sysco to get the food and then cook it by people, I do not see how this can give them any moat. I see that its very lean business and margins would be good, but this seems like a shelter where u have meat and oven haha. With that being said, it looks cheap and like its growing, perhaps they get some special food from sysco? IDK?
Thats my biggest issue also like that the meat comes pre packed and the customer cooks it him selfe, but i m not sure if thats not just my bias cause i hate to spend money in a restaurant and then end up cooking the meat my selfe like wtf is this? Then again there seems to be a lot of people enjoying that as even here i see this more and more often...

Guess it s on of those names where i ll just take a tiny stake as i cannot test it my selfe... But if expansion works and margins stay where they are/get beter due to lower labour cost it should be a good investment.
thanks anyways
 

Adriano@10

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If you travel to Europe more, you'd see the contrary.

The USA and the UK follow their own path, and arguably that's the path where the money follows. But the restaurant business won't be franchised in the continent.
Hospitality groups, sure. With branches in places like the UAE as well.
Bro imho we re moving in the wrong direction the amount of pret a manger franchises alone would suggest so. Like in the last 10 years i ve seen a ton of new franchises moving to switzerland and expanding and the few cheapish restaurants that were hugely successful all either franchises by now or just expanded to multiple restaurants without the franchises....
Again same can be said for a lot of restaurants they might not be franchises but they re owned by like 2 or 3 big groups and thats easily 60% of the market...

Edit: For fucks sake theres an Eataly in most big italian cities
 
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