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Protara Therapeutics: biotech net-net with low failure risk
Ticker: TARA (Nasdaq). Date research and write-up: 2023-02-12 Price around 2023-02-12: 3.3 USD. Current price: about 3.3 USD. Estimated multiple…
Ruerd Heeg
Mar 13
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Protara Therapeutics: biotech net-net with low failure risk
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January 2023
Grupo Azoty Puławy: another cheap Polish stock with a good quality business
Grupo Azoty Puławy (or Grupo Azoty Zakłady Azotowe Puławy SA, stock code ZAP in Poland) produces fertilizers and related chemicals in Poland. The…
Ruerd Heeg
Jan 14
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Grupo Azoty Puławy: another cheap Polish stock with a good quality business
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Muza SA: a cheap Polish publishing nanocap
According to Muza’s investors relation site their business is the following: full range of publishing and printing activities, production and…
Ruerd Heeg
Jan 14
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Muza SA: a cheap Polish publishing nanocap
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Best idea for 2023. Tokuden Co (JP:3437): cheap Japanese microcap with a good quality business
Tokuden Co (stock code 3437 in Japan and Edinet code E01464, see also KaijiNet/JapanExpress) provides “welding work, welding consumables, steel plates…
Ruerd Heeg
Jan 14
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Best idea for 2023. Tokuden Co (JP:3437): cheap Japanese microcap with a good quality business
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November 2022
Mason Group Holdings: an exciting merger arbitrage play
I own shares of Mason Group Holdings (ticker 273 in Hong Kong, filings), since November 2021. Back then it was one of the best net-nets in my list based…
Ruerd Heeg
Nov 4, 2022
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Mason Group Holdings: an exciting merger arbitrage play
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October 2022
10 American banks with hidden ECIP windfall gains
I mainly invest in stocks that I find using quantitative rankings. But sometimes I read about a really compelling idea from someone else. One of these…
Ruerd Heeg
Oct 14, 2022
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10 American banks with hidden ECIP windfall gains
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Decama Capital: Israeli net-net with property in the UK
For my analysis of Decama Capital Ltd (ticker DCMA in Tel Aviv, Israel) I had a look into the annual report over 2021 and at the interim report over the…
Ruerd Heeg
Oct 1, 2022
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Decama Capital: Israeli net-net with property in the UK
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September 2022
Coloured Ties Capital: this Canadian nanocap is cheaper than Mr. Market thinks
Coloured Ties Capital is effectively a Canadian closed end investment fund investing mostly in listed stocks. The ticker is TIE on the Canadian Venture…
Ruerd Heeg
Sep 30, 2022
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Coloured Ties Capital: this Canadian nanocap is cheaper than Mr. Market thinks
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Total Telcom (TTZ.V): cheap Canadian tech nanocap based on earnings, with intellectual property
Shares of Total Telcom Inc trade at the Venture Exchange in Canada, with ticker TTZ. At 0.085 CAD per share this nanocap has a market cap of about 1.7…
Ruerd Heeg
Sep 3, 2022
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Total Telcom (TTZ.V): cheap Canadian tech nanocap based on earnings, with intellectual property
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August 2022
Reclaims Global (NEX.SG): cheap construction stock from Singapore, based on earnings
Reclaims Global Limited is “is an eco-friendly integrated service provider which serves the construction industry of Singapore. The Group specialises in…
Ruerd Heeg
Aug 31, 2022
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Reclaims Global (NEX.SG): cheap construction stock from Singapore, based on earnings
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Pulstec Industrial Co (6894): well managed and cheap nanocap, based on earnings
Pulstec Industrial Co manufactures “measurement, control, and data processing equipment, as well as contract measurement services and equipment…
Ruerd Heeg
Aug 30, 2022
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Pulstec Industrial Co (6894): well managed and cheap nanocap, based on earnings
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Drozapol-Profil SA: shareholder friendly nanocap but also cheap based on several multiples
Drozapol-Profil SA distributes steel products and manufactures steel products and concrete reinforcements. Furthermore, the company provides transport…
Ruerd Heeg
Aug 20, 2022
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Drozapol-Profil SA: shareholder friendly nanocap but also cheap based on several multiples
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