Alternative investment management company. Not investment advice. https://teapawt.org/t.co/ZK73x3Qe47 [email protected]
Greenwich, CT
Joined April 2014
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Fairlight Capital retweeted
Indirect AI Beneficiary Technology Business Trading Below 2× Run-rate Earnings. And could earn half its market cap in cash within six months.
Fairlight Capital retweeted
$ALLOG #LOGICINSTRUMENT : Chiffre d'affaires à fin septembre 2026 en croissance de 127% dlvr.it/TVnRJf
Fairlight Capital retweeted
$BOF BranchOut Food (NASDAQ: BOF) posts record $4.5M Q2 revenue as major retail wins, rising production and ingredient growth support a projected $6M–$7M Q4 prismmediawire.com/branchout…
🤖 Made with AI
ALT BranchOut Food (NASDAQ: BOF) reported record Q2 revenue of approximately $4.5M and expects Q4 revenue of $6M–$7M. An $8M annual warehouse-club program, a $2M Tropical Mix order, a five-product mass-retail launch, and accelerating ingredient sales are expected to nearly double production to 70–80 metric tons monthly, supporting stronger margins and profitability.
Fairlight Capital retweeted
Jeff Bezos on why everyone is wrong about AI:
"AI is going to create a labor shortage.
We have an endless set of things to invent.
Today, we're limited not by our imagination, but by what we can actually do.
Every single person in this audience has had an idea. For a new business, a new product, a new device they wish they could manufacture.
And it just stayed in your head. It went nowhere.
The reason it stayed in your head and went nowhere is because it's too hard to do it and it wasn't worth it.
If we can accelerate the dream-build loop, all of the ideas will become possible.
And we end up being limited not by our capabilities, but by our imagination."
Fairlight Capital retweeted
$BOF BranchOut Food (NASDAQ: BOF) expands into a leading U.S. mass retailer with five snack products, including fruit chips and new cheese-based innovations tinyurl.com/bofjun17 The latest news and updates relating to $BOF are available at the company’s newsroom at: tinyurl.com/bofnewsroom
🤖 Made with AI
ALT BranchOut Food (NASDAQ: BOF) announced a major branded retail expansion with a leading U.S. mass retailer starting in September. The five-product launch includes Crunchy Pineapple Chips, Crunchy Mango Chips, BBQ Sweet Potato Sticks, Apple Cheddar Crunch, and Veggie Cheddar Crunch. The move strengthens national brand visibility, showcases BranchOut’s GentleDry™ technology, and supports its strategy to grow as a recognized snack brand.
Fairlight Capital retweeted
El análisis que llevo semanas preparando ya está disponible.
$7089.T Empresa japonesa. Poco seguida. Mucho que contar.
Si te gusta encontrar ideas antes que el mercado, este es tu artículo (link en la bio)
#Japan #TSE #SmallCap #Investing
Fairlight Capital retweeted
✅ SUNIK SYSTEM — Order Momentum Keeps Building
Attended today's NDR with the CEO.
Key takeaways:
📌 Global PoC in final stages
— piloting perovskite equipment with a leading solar company using near-mass-production scale tools.
First commercial revenue scenario in sight for 2027.
📌 Overseas subsidiary established
— laying the groundwork to capture perovskite solar manufacturing infrastructure ahead of the curve.
📌 New dry vacuum process tech
— large-area perovskite mass production via dry vacuum process, co-developing with Korea Research Institute of Chemical Technology (MOU signed).
📌 Display & OLEDoS upside intact
— large OLED new line investments ongoing.
Major OLEDoS players ramping capex. Seonik holds the #1 market share — direct global beneficiary.
$SUNIKSYSYEM $171090.KS
Fairlight Capital retweeted
Hemlo Mining Corp. Announces Strong 2025 Gold Production of 143,458 Ounces (Including 20,192 Ounces in December) and Provides Operational Update - $HMMC.V | CEOCA Breaking News
ceo.ca/@newswire/hemlo-minin…
Fairlight Capital retweeted
Hemlo Mining Corp. Discovers New Cedar Creek Zone and Extends Mineralization at Depth within B-Zone by 400 Metres - $HMMC.V | CEOCA Breaking News
ceo.ca/@newswire/hemlo-minin…
Fairlight Capital retweeted
Si vous souhaitez découvrir la société, j’ai fait un article complet ici :
open.substack.com/pub/im2spe…
Fairlight Capital retweeted
Public Equity Compounding Platform. A Portfolio of Operating Businesses Priced at ~2.5x Earnings.
Fairlight Capital retweeted
Dewey Electronics Corp is an OTC traded net-net at 5x earnings.
The company sells military electronics, mainly robust power generators to the US government.
The stock trades at a 50% discount to NCAV, 1.6x EV/FCF, holds 74% of its market cap in cash, has no debt, and a strong backlog.
Fairlight Capital retweeted
New Idea: Beng Kuang Marine Ltd. $BEZ.SI
halviocapital.com/blog/singa…
Fairlight Capital retweeted
Shelly Group $SLYG Black Friday revenues increased by 50% yoy to EUR 36 million.
The Company’s own web shop saw demand triple, more than offsetting temporarily lower purchasing volumes from a single marketplace partner.
The regional localizations for Italy and the United Kingdom showed particularly positive effects.
Fairlight Capital retweeted
10/ $BEZ.SI pitch from @Fairlight_Cap
One of the most notable turnarounds in Singapore small caps. Since 2021, BEZ has shifted from a capital-heavy, debt-laden shipyard to a growing, asset-light marine services biz with recurring FPSO maintenance revenue and a net cash B/S.
Fairlight Capital retweeted
Serabi Gold continuing to deliver excellent financial and operational results in Q3 2025. By our estimates trading at an EV/EBITDA of ~2.5x and free cash flow yield of 28% (before any growth). $sbi.to $srb.l @Serabi_Gold polaris.brighterir.com/publi…