Turning Rough Stones

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Forward Pharma A/S (symbol FWP in the US) used to get revenue from a royalty agreement on dimethyl fumarate. It lost patent opposition actions and…
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Roebuck Food Group produces “A2 protein milk” and trades diary, meat and fish in the UK and Ireland. The company owns a farm in Ireland. Headquarters…
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At 0.235 CAD per share Cobra Venture Corporation (filings) is a tiny oil company with assets in Western Canada. The stock trades with symbol CBV on the…
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4Sc AG develops drugs against cancer. See these slides from February 2022. Their prime candidate drug is Resminostat, a small molecule that can be…
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SCI Engineered Materials (SCIA) (filings) manufactures "advanced materials for Physical Vapor Deposition ('PVD') Thin Film Applications". Almost…
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In January 2021 Seeking Alpha asked Marketplace authors to write about their best idea. In this article I will discuss the returns of these ideas: per…
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US-listed low EV/EBIT + quality. Also good rank in the international low EV/EBIT + quality list. high payouts. Tilly's Inc (TLYS) (filings) is a…
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Summary Last year Seeking Alpha asked Marketplace authors to post their best idea. My idea was Sekonic Corp. It worked out well with more than 200…
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Mammoth Energy Services Inc (TUSK) (filings) operates along several segments. In its infrastructure segment it provides "construction, upgrade…
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Citi Trends (CTRN) (filings) is a "specialty value retailer of apparel, accessories and home trends primarily for African American and Latinx families…
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A promising biotech net-net
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Quality business, cheap based on earnings
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© 2022 Ruerd Heeg
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