Global small cap investor - looking for the best small companies in the world. Not investment advice.
Joined September 2020
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Hardide (Lon:HDD) - Could buying a stock up 20 fold in a year still be a good idea?, by @2020Hydrus hydrus.substack.com/p/hardid…
$IDCC showing some resilience today. One of the most compelling companies on the market IMO.
Interdigital (IDCC) - The most important company you’ve never heard of, by @2020Hydrus hydrus.substack.com/p/interd…
Interdigital (IDCC) - The most important company you’ve never heard of, by @2020Hydrus hydrus.substack.com/p/interd…
Two strong updates this morning. Excellent £29m contract with German Navy for MSI and another ahead trading statement for HDD with hints of major new contracts to come and interest in semiconductor space also.
GDWN rns suggests family are stepping away from managing the business. Probably reduces chances of it being taken private in some ways. Duvelco language changed IMO, perhaps less confidence. My little trade didn’t work I’m out.
Decided to take a few GDWN (despite the confusing behaviour of management) as the remaining business appears to be valued at near zero now Also means I can attend the AGM which could be quite fun.
Monster quarter from $FEIM up 24% AH
‘ ……Record Quarterly Revenue of $23.5 Million, Up 70% Year-over-Year and 52% Sequentially
· ……..Record $129 Million Funded Backlog, up 82% Year-over-Year and 16% sequentially’
$FEIM AR '..we are often sole source, sometimes bidding sole source to competing prime contractors, meaning that FEI will win the business regardless of which prime the government selects......over the last three years the Company has won over 90% of the space contracts bid on'
UK investors would do well to broaden their horizons. There is relativity bias now in UK small caps - so few quality companies left means compared to other UK companies some seem good but compared to a wider universe they are not.
1/2 For any GDWN holders looking to reallocate cash post any disposal - $ESP is a tier one supplier (power distribution and transformers) to the US Navy multi decade Columbia and Virginia programmes and the Navy has funded their manufacturing build out.
How can the GDWN board not respond to this FT article 😂 ……still a chance for a bolt out of the blue such as it really only being a bid for defence but hard to understand the carve out.
I think this turned into a simple punt on the sale price and -23% today after the FT article suggests selling because it just didn’t make sense was right, albeit it’s not over yet……Surely they will take the rump private?
Agree with this - ex cash this company ($ESP) is c11x earnings and if you take the time to look at their backlog in their earnings releases it seems very likely they will beat so it’s probably even cheaper. Very undervalued IMO.
