October's Earnings saw #MINT fall into a negative Enterprise Value with the business now valued less than it's cash and assets on a per share basis. The business is growing with a positive ROE and ROIC and has a huge runway in front of it. It's unusual to find such a business in net net territory and I like that insiders continue to buy shares in the...
Last quarterly report puts NASDAQ:GURE well within Net Net stock territory. Accordingly to the latest report, NASDAQ:GURE has $115.3M in cash and $18.1M in liabilities. Per share, intrinsic cash value is $9.34 per share vs today's price of $2.06. Even before factoring in current assets this stock meets the criteria of Benjamin Graham's Net Net stock...
NASDAQ:GRIN Taylor Maritime Investments (TMI) closed its offer to acquire all of the issued ordinary shares in Grindrod Shipping for HKEX:26 back in October 22. NASDAQ:GRIN has since sold off sharply following concerns of imminent de-listing by TMI. However, TMI does not meet the compulsory acquisition threshold of at least 90% for delisting of GRIN from...
NYSE:UAN A cheap fertilizer producer with strong fundamentals is a strong bet for 2023. Latest ER reported strong Revenue and EPS beats despite Russian fertiliser exports being at all time highs. MR Quarterly production was impacted by maintenance - this work has been completed and it is likely that production volumes will return to normal this coming quarter...
NASDAQ:AAWW Stock is trading at all time highs with a strong push through previous resistance at around $75. Current macro (e.g. global supply chain issues) and seasonality factors (Christmas) should give a strong tailwind to this stock leading into 2022 and the next Earnings Report February 2022. Average price $79.92. Target price $96.