Struggling to keep up with the latest on my X feed? Check out my newsletter on @SubstackInc where you can find screened stock lists, paid dives into various quality and speculative stocks and broad investing content.

So have you heard about 80m cap $BXN BIOXYNE LIMITED? Incredible growth and profitability! 👀

@ThrillTrades The legend returns.

$COV Astounds me that we’re only at 35 million mcap for essentially a product commercial end of this year (FDA pending) The triage prevents +90% false diagnosis of ovarian cancer that leads to removal of ovaries. Valuation is hundreds of millions for first product only.

$BOT now about to crack all time high, as is the obvious process in reaching $1.40. $1.40 is obviously only the first stop with valuation at least 4x that when loosing the very tight conservative assumptions I work with.

Updated coverage on a high potential stock, one of my front runners for 2025. Hurdles over my criteria with flying colours. You know where to find it.

@tristanhulbert May 2024

@Dagerek @asxzpeasant Don’t . it’s a scam. That’s not me, it’s some dirty guy in his mum’s basement. He smells like BO and wants to rob you.

@Surbhisonkiya1 Hey, available in the substack article sir

@FuntimeFranky01 @Dimitrios_1963 I can appreciate the muted approach to commercial details and perhaps unfortunately for us, this will rerate when the company is closer to showing us cashflows which we can then do some creative extrapolations with.

@Michael14764640 They didn’t hand over the tech. Technology transfer is a technical term for tuning the fabrication equipment to develop their hardware. IP library is letting the customer access their database to design their chip with Weebit performance spec library.

@CloseTheMarkets I love your work. Really first principles stuff, right down my alley.

@CloseTheMarkets Particularly interested in the “ 11m converting to 300m in sales”

Readers stay tuned for tonight on the sub. Will be dropping the latest analysis on a new interesting stock, second one for 2025!

And noting that ARR’s with this business model are stickier than [insert putrid joke here] and essentially 99% gross margin attributable, with no foreseeable improvement in tech for at least 15-20 years. And competition is 5 years off minimum The ultimate cash compound machine

Who buys the bonds, notes and bills off the FED (at 200B a month) needed to make debt repayments, when insto banks run out of cash sitting in the RRP? The yields will need to be HIGHER to attract buyers, no? Uh-oh.