Hunting Baggers

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Hunting Baggers

Hunting Baggers

@HuntingBaggerz

Multibagger Territory®

Katılım Mart 2025
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Hunting Baggers
Hunting Baggers@HuntingBaggerz·
Just uploaded Part 1 of one of the most interesting companies we've come across in a long time, and we think you'll enjoy this one. A British C-UAS company trading at <8x EV/EBIT. Divesting non-core assets. Management fully aligned. Catalysts approaching. It took a few late nights and a flight. Hope it's worth your time. Check it out ⬇️
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Hunting Baggers@HuntingBaggerz

Sole-source supplier to the US Navy. 40+ navies. Canadian destroyer programme (15 ships). Counter-drone systems operational in Ukraine. Trades at <8x EV/EBIT. >40% ROIC. £35m net cash. No debt. Zero analyst coverage. 60% discount to closest peers. CEO buying shares in the open market. Repeatedly. Part 1 of the deep dive is now live on Substack. 👇👇 open.substack.com/pub/huntingbag…

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Hunting Baggers
Hunting Baggers@HuntingBaggerz·
Good morning, or good afternoon to those already on that side of the world.🌞🌑 Part II of the thesis goes live today. Available at 18:30 CEST / 12:30 PM EDT. Have a great rest of the day. ☕️
Hunting Baggers tweet media
Hunting Baggers@HuntingBaggerz

Just uploaded Part 1 of one of the most interesting companies we've come across in a long time, and we think you'll enjoy this one. A British C-UAS company trading at <8x EV/EBIT. Divesting non-core assets. Management fully aligned. Catalysts approaching. It took a few late nights and a flight. Hope it's worth your time. Check it out ⬇️

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Hunting Baggers retweetledi
Connor Haley
Connor Haley@AltaFoxCapital·
1: It was an absolute pleasure having you all there and thank you for the kind words. What started as an undergraduate national stock competition has truly turned into an international one! 2: You really shouldn't post pictures of me with my shirt off.
Grau Raset@rasetgrauu

Two months ago, I flew to Fort Worth 🇺🇸 to pitch one of the most undervalued companies I’ve come across this year in front of @AltaFoxCapital. My team and I placed 2nd at the Alta Fox Stock Pitch Competition 2026 — against some seriously strong competition. 🥈 Today, we published Part 1 of the full thesis on @HuntingBaggerz A 140-year-old British company quietly building the future of naval counter-drone systems. Sole-source supplier to the US Navy. Systems used by 40+ navies, including Canadian destroyers. Operational in Ukraine. Trades at <8x EV/EBIT, with zero analyst coverage, £35m in net cash, and no debt. CEO is actively buying shares. One of the few remaining deep-value anomalies in defence. One of the most exciting companies I’ve ever dug into — and we genuinely think it’s mispriced. Part 2, with the full numbers and upcoming catalysts, drops next week. 👇 A huge thank you to Connor and the entire Alta Fox team. Fort Worth is a beautiful city, but what truly made the trip special was the warmth and professionalism of everyone we met. Connor is, without a doubt, one of the best hedge fund managers out there — and the fact that he actually does this for young people speaks for itself. It was an honor to be there. We hope to return soon.

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Hunting Baggers
Hunting Baggers@HuntingBaggerz·
Just uploaded Part 1 of one of the most interesting companies we've come across in a long time, and we think you'll enjoy this one. A British C-UAS company trading at <8x EV/EBIT. Divesting non-core assets. Management fully aligned. Catalysts approaching. It took a few late nights and a flight. Hope it's worth your time. Check it out ⬇️
Hunting Baggers tweet media
Hunting Baggers@HuntingBaggerz

Sole-source supplier to the US Navy. 40+ navies. Canadian destroyer programme (15 ships). Counter-drone systems operational in Ukraine. Trades at <8x EV/EBIT. >40% ROIC. £35m net cash. No debt. Zero analyst coverage. 60% discount to closest peers. CEO buying shares in the open market. Repeatedly. Part 1 of the deep dive is now live on Substack. 👇👇 open.substack.com/pub/huntingbag…

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Hunting Baggers
Hunting Baggers@HuntingBaggerz·
Sole-source supplier to the US Navy. 40+ navies. Canadian destroyer programme (15 ships). Counter-drone systems operational in Ukraine. Trades at <8x EV/EBIT. >40% ROIC. £35m net cash. No debt. Zero analyst coverage. 60% discount to closest peers. CEO buying shares in the open market. Repeatedly. Part 1 of the deep dive is now live on Substack. 👇👇 open.substack.com/pub/huntingbag…
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Hunting Baggers
Hunting Baggers@HuntingBaggerz·
Today, we release Part 1 of our most in-depth thesis to date: the invisible supplier behind Western naval C-UAS. ⚓️ From coal mines to a critical NATO contractor, this is one of the few remaining deep-value anomalies in the sector. Despite its sole-source US Navy status and taking market share from giants, it trades at a 60% discount vs its closest peers. With the CEO buying shares just 2 days ago and a non-core divestment looming, the catalysts are aligned. Part 1: History, Context, and AGM Insights. 📅 Today @ 14:30 UTC. (Part 2 follows next week). Stay tuned. ⚔️
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Hunting Baggers
Hunting Baggers@HuntingBaggerz·
Italy, France, Spain and the Netherlands are sending warships to Cyprus. HMS Dragon arrived off the island this week. Every one of those ships carries close-range gun systems specifically designed to engage the drone threat Iran has been deploying across the Gulf for the past month. There is a British company whose systems are on those ships right now, actively defending against Iranian drones, trading at a 60% discount to its closest defence peers. 🇬🇧🇮🇷 Debt-free. Nearly 20% of its market capitalization in cash. Revenue visibility through 2040. Awarded a major naval contract this week, and yesterday its CEO bought shares on the open market. Zero analyst coverage. Nobody is writing about it. Tomorrow we are. 14:30 UTC 🎯 Any guesses? defensenews.com/global/europe/…
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