TheLastQuantFund uses a proprietary algorithm to value financial assets at scale using a combination of asset prices, financial and alternative data.
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TheLastQuantFund retweeted
The gas turbine supply crunch rages on⚠️⚠️
📈 Mitsubishi Heavy's large frame turbine orderbook expanded to 83 units (or 37 gigawatts) in end September
⚡ A boom in data centers has prompted utilities and technology companies to accelerate plans for new gas power plants
The transformation of $TSSI is gaining momentum driven by revenue from integration of AI and high performance computing infrastructure.
Still early days based on the build out pipeline published by Dell Technologies, their main customer.
nasdaq.com/press-release/tss…
TheLastQuantFund retweeted
Andina Copper Confirms High-Grade, Near-Surface Copper $ANDC.V tinyurl.com/27xeb9xz
A quick outcome for a turnaround that was developing underpinned by a large net cash position and nimble bolt on acquisitions.
$PERI all cash acquisition.
perion.com/investors/press/p…
DHI Group $DHX is a sleeper, and has reached an inflection point in the transformation.
The market is still fixated on the decline of the legacy business, while missing the opportunity presented by a high growth and margin segment (ClearanceJobs).
businesswire.com/news/home/2…
Strattec Security $STRT continues generating more free cash flow than reported accounting earnings.
Currently trading at a free cash flow yield of 28% ex. cash, and still in the early innings of the turnaround.
Comprehensive discussion on the plans to improve margins and future proof the business.
za.investing.com/news/stock-…
Comstock Holdings $CHCI is a sleeper, and its transition to a capital light model is complete.
The company is now entering a growth phase which will reinforce the scalability of the new business model.
It's a Brookfield Properties in the making.
Alara $AUQ.AX receives first dividend from the mine holding company.
Feel it, it is here!!
TheLastQuantFund retweeted
His last Takeovers Panel case cost $3,000.
The one before that cost $500k.
@puppyeh1 on using AI to crack open busted ASX cash boxes:
• DGR Global and 25% heading to ASIC
• TerraCom’s $100m write-down
• Alara at 2x FCF
• Bring a bazooka, not a water pistol
Listen now 👇
YT - youtu.be/bCTRq00s31U
Spotify - open.spotify.com/episode/5UG…
TheLastQuantFund retweeted
$BRK – 3Q2026 results released
• Net operating cash flow A$2.03m; cash A$5.90m
• Suttles wells commenced sales; spud to sales in under 4-months
• Completed Lonestar producing property acquisition
• Flagged participation in five proposed non-operated horizontal wells across the Anadarko Basin
Read the quarterly update. go.relait.co/2p98u8j4
#BrooksideEnergy #BRK #ASX #OilAndGas #Energy #AnadarkoBasin #InvestorUpdate
The PGM thesis hinges on supply.
It helps that hybrids dominate over fully electric vehicles, which suggest demand will remain strong.
Who would have guessed that Multinational Corporations would find interest in PGM assets?
moneyweb.co.za/mny_sens/nort…
TheLastQuantFund retweeted
Breaking News: The Trump administration is set to relax rules restricting the emission of methane, a gas considered to be a “super pollutant.” nyti.ms/3WP2qaG
Lets go.
$BRK – First sales from Suttles wells
• Sabres & Whalers producing to sales in early flowback
• Operated SWISH producing well count now 11
IP24/IP30 rates to be reported when data is available. go.relait.co/2p85jf8f
#BrooksideEnergy #BRK #ASX #OilAndGas #Energy #AnadarkoBasin #SWISHPlay
Done deal.
The kicker; Listing on the TSX today.
Focus now turns to the growth asset underpinned by net cash and continued cash generation from existing operations.
Boost in liquidity.
"ICE launches Platinum and Palladium futures contracts in London"
m.miningweekly.com/article/p…
