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Cliff notes: rba review received as china’s economic strength shines bright
Key insights from the week that was. Monetary policy remained centre stage across the world this week, but particularly in Australia as the RBA Review...
April 21, 2023, 2:39 pm
Atlantic lithium to undertake ghana's first passive seismic survey at ewoyaa
Atlantic Lithium has started infill programmes at Ewoyaa in Ghana comprising 3,000m of reverse circulation and diamond drilling with a passive seismic...
April 19, 2023, 2:51 am
New york times: a robust and anti-fragile digital media empire
Despite significant disruption in the media industry, NYT has proven its adaptability and ability. With optionality, debt-free status, and subscriber ...
April 3, 2023, 11:05 am
Karyopharm therapeutics: expanding beyond the crowded multiple myeloma market
Shares are down 50% over the past year as fierce competition in the multiple myeloma space negatively impacts Xpovio's growth prospects. However, ther...
March 20, 2023, 4:43 am
My top 50 optionality plays for gold and silver miners
A list of undervalued gold & silver miners with large deposits of gold or silver. optionality stocks ca...
March 17, 2023, 11:46 am
Bioventus enters into settlement agreement to preserve maximum optionality – up to $350mm of potential liability reduction and a release of future claims related to the cartiheal acquisition
DURHAM, N.C., Feb. 28, 2023 (GLOBE NEWSWIRE) — Bioventus Inc. (Nasdaq: BVS) (“Bioventus” or the “Company”), a global leader in innovations f...
February 28, 2023, 12:30 pm
Hawkish risks from today's fed powell speech in washington - citi
Citi flags some hawkish risks from Fed Powell speech in Washington this afternoon (12:40 pm ET)
"We see hawkish risks from Fed Chair Powell f...
February 7, 2023, 3:34 pm
Curaleaf holdings issues upbeat guidance following moves to speed up fcf generation, says stifel analysts
Analysts at Stifel GMP have published a research update on Curaleaf Holdings, Inc, after the US multi-state operator (MSO) announced that it will clos...
January 27, 2023, 2:09 pm
Allianz vs. generali - we like them both
Allianz is now trading at a fair price-earning level. However, we still believe that there is a 15% discount on the company's net intrinsic value. 202...
January 15, 2023, 1:15 am
Wsj fed 'whisperer' on the december minutes' "uncharacteristically blunt words of warning"
The Federal Open Market Committee (FOMC) December meeting minutes were published Wednesday afternoon US time:
- ...
January 5, 2023, 2:42 am
Fomc responses incoming (spoiler: plenty more tightening to come from the federal reserve)
ICYMI, the FOMC minutes and one Federal Reserve speaker on Wednesday:
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January 4, 2023, 11:13 pm
Fomc minutes: most participants emphasized 'flexibility and optionality' on rates
- Participants observed that slowing hikes would allow to assess progress on inflation and employment
- Participants stressed that it woul...
January 4, 2023, 7:04 pm
Tiziana life sciences says ind filed for phase 2 study of milciclib in combination with gemcitabine for non-small cell lung cancer
Tiziana Life Sciences Ltd (NASDAQ:TLSA) has announced the Investigational New Drug (IND) application filing for its milciclib treatment in combinatio...
January 4, 2023, 7:45 am
Credit agricole and its italian optionality: part 2
Banco BPM decided to sell 65% of its insurance business to Crédit Agricole and signs a 20-year agreement. Crédit Agricole Italy delivered a good Q3 ...
December 23, 2022, 1:52 pm
Alphabet vs. meta platforms: which stock is the better investment?
Alphabet and Meta are two giants in highly competitive markets, both with their specific risk profiles, while also offering massive opportunities to i...
November 19, 2022, 2:35 am
Aimia: trading close to net cash + marketable securities with m&a optionality
Aimia is trading approximately around its net cash plus marketable securities value. Applying punitive discounts to its private investments, Aimia's N...
November 13, 2022, 7:35 pm
Otc markets group: network effects, scalability, and optionality at play here
OTCM is a high-quality business that operates quietly and unnoticed in the background. It has consistently grown revenue, earnings, and free cash flow...
August 2, 2022, 1:00 am
Intercontinental exchange: benefitting from network effects, scalability, inflation, and optionality
ICE is a high-quality business that operates quietly and unnoticed in the background. It has consistently grown revenue, earnings, and free cash flow ...
July 21, 2022, 7:10 am
Ferguson: staying resilient through the cycles
Ferguson's fundamentals remain strong despite the inflation fears and macro turbulence. The well-capitalized balance sheet also adds longer-term capit...
July 8, 2022, 11:00 am
