Fernando Vallarino

@Franfra51045228 @Delta9Echo Thanks for sharing White

This might be of mild interest to @Delta9Echo and @FernandoInvests

A few bits of information about McBride in Germany: First, this article mentioning two German competitors going bankrupt. chip.de/news/Eigenmark…

@QuantStrategist I am not sure why the strong negative reaction. The report was in line with what I expected. I expected them to pay a little more debt, so I wonder where that cash went. Demand is healthy and the company should keep performing. We will see more details in the full year report

@FernandoInvests Very negative reaction to earnings today. Is it simply profit-taking or why is the share being bought off so heavily?

Earlier this week I posted a write up on $MCB.L. A private label and contract manufacturer that earns on avg double digit ROCE and should earn substantially higher profitability through cycles after a successful activist involvement. Close to 5x EV/EBITDA. rodincaptl.substack.com/p/mcbride-prof…

@Gains_on_Gains Hey! I have been looking at some de-SPACs and wanted to reach out. Any chance you could open your DMs?

@evfcfaddict @revenuenprofit @carlosag_92 @SnowsofNebraska @Moatdelusion @JosMiguel71 @hcapinvesting Thanks for the kind words and traffic, Andy!

Under 400 followers, ridiculous! Great investors, let’s get em up: @revenuenprofit @carlosag_92 @SnowsofNebraska @Moatdelusion @JosMiguel71 @FernandoInvests @hcapinvesting

@Sutjeinvestor @alluvialcapital Thanks for sharing my writeup! Glad to see Dave likes it too

@Aksel465 I think their products and MLM scheme is questionable, as with other competitors. Their # of distributors has decreased sharply in the past years while revenue has only decreased slightly. So, they don’t seem to rely on expanding the network to generate cash.

@FernandoInvests Have done slim to none research on LifeVantage. When looking up the company on google a bunch of articles of them running a pyramid scheme and scams pops up. What’s your opinion on that?

A summary on the encouraging situation at LifeVantage $LFVN and at $SMLP. (Un)fortunetely the big news at $SMLP came out today! open.substack.com/pub/rodincaptl…

@whirlybard Seems like a not disappointing reaction so far. Perhaps soon touches 79 again haha

@FernandoInvests Recent PA suggests somebody knew ahead of time, so reaction may be more muted than otherwise.

$EML.AX announces sale of Sentenial for $54.1m. Management keeps executing! Curious if the stock trades sideways as usual.

@kingdomcapadv Thank you for your kind words, David! Glad to see them from you.

@FernandoInvests Nice work here, think we agree on most points

A crisp writeup on Net Lease Office Properties $NLOP! Feedback and comments are welcomed as always. Particularly on the valuation where I took a rather simple approach. open.substack.com/pub/rodincaptl…

@fleavis @ClarkSquareCap Thank you Fang, it seems compelling!

@FernandoInvests @ClarkSquareCap Hi Fernando! I'm recruiting for a fulltime analyst but would be open to interns! Check out the JD if it's interesting to you dropbox.com/scl/fi/i81znlp…

Fintwit fam, My friend, @FernandoInvests, is in his 3rd year at Penn and is looking to intern at an investment fund this summer. We have talked stocks, and I can confirm he is sharp and hungry to learn. Please reach out to him if you know of a good gig. Please RT. Thanks all!

@bonucci_p Thanks for sharing. The ad hoc committee issued a decision on preliminary objections on Feb 2. We should see an announcement from $IDA.AX very soon.

@FernandoInvests $IDA - ICSID dismisses "Most" grounds of Tanzania appeal...most but not all....we'll find out details in a couple of hours when ASX awakes (unless somebody has paid sub)

A short write up on 3 arbitration situations. Give it a read and share thoughts! $GDRZF $IDA.AX $MON.V open.substack.com/pub/rodincaptl…

@MMichalek91 Hey! Thanks for your comments. I will look at these. I had come across $OMEX, but I didn’t think it was as compelling as the others.

@FernandoInvests I hope you will find something interesting for yourself. Facebook allows automatic translation, and the PDF from GreenX is translated into English in the comments below the post.

@SU917161719 2. I have no view on who approached. I think the board genuinely considered the potential offer. The company said in the AGM "the board diligently contemplated the proposal" but "the broker was ultimately unable to verify the funding package of the potential bidder". $AVAP

@FernandoInvests Good introduction to the idea. 1. Who are the best buyers and how much would they pay? 2. Who do you think made the takeover approach in the summer and was Jeff a seller at that price?

Wrote a post on Avation Plc. $AVAP.L $AVAP Here is the link: rodincaptl.substack.com/p/a-short-memo…

@SU917161719 Regardless there is a lot of demands for $AVAP's fleet. Selling it in parts is also compelling. I have wondered if they can resell their purchase rights to ATR given the strong demand for aircrafts, but I am unsure if this is possible.

@SU917161719 Hey. Sorry for the late reply. 1. Unsure who are the best ones. There could be many options. There have been many financial buyers of larger lessors with 100+ aircrafts. For example, 777 Partners announced they intend to order 100+ ATRs. Apollo partnered to buy another lessor.