9 Comments
Mar 18Liked by ToffCap

Great stuff as always

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Mar 18Liked by ToffCap

Have you tracked the share px performance post-announcement of large buybacks? Lets say, on same day, 3- and 6-months after? tx

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author

We do, but we don't publish it yet. This is one of the many (small) improvements we'll continue to make as this publication grows.

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Mar 19Liked by ToffCap

TLNE isn't explosive due to Uranium price but rather subsidies to Nuclear from the Inflation Reduction Act. See VST which has also been ripping higher recently but both TLNE and VST are buyers of Uranium.

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author

Correct (amongst other reasons). Our comment at the time referred to the soaring uranium prices attracting a lot of (new) eyes on everything uranium-related, with TLNE as a possible undiscovered gem. Of course there was much more to like on TLNE. Also as a general comment, pls keep in mind that most of the TMM ideas are 'highlights', and we have (yet) to do the true works on most of them

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Where did you get the info on Turtle Beach?

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You misquoted Jason's comment on OLK -- it will take a few months (1 quarter) not a few weeks. THMO CEO just said on 6 March, "We’re on track to close that the middle of the year."

https://www.bamsec.com/filing/95015724000335/2

Jason's comment: "Add Olink $OLK to the list, 10% for a quarter, Thermo is the buyer."

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author

Correct. Should have said 'months'. Thanks.

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any chance to direct me to any/some resource on SYNB liquidation ?

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