Anterix Stock Analysis: The Mispriced $3B Utility Monopoly youtu.be/2Sas4b4YrIo?si… a través de @YouTube
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DSB_Invest
103 posts
DSB_Invest retweetledi
$SPCB reported a record quarter with a big jump in margins. EBITDA run-rate is now $13.4 million and it's about to soar as Sweden kicks in. Trades at ~2X '26 est EBITDA (ex-rcvbls) and should be 20+X. One massive new metric reported by SPCB is ARR growth of 180% YoY. Wow.
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DSB_Invest retweetledi
The market is currently assigning a negative value to one of Europe's dominant telecom empires. Right now, Liberty Global's $LBTYA cash and venture portfolio alone are worth 30% more than its entire market cap. With an aggressive sum-of-the-parts spin-off strategy underway, this historic conglomerate discount has created a rare asymmetric setup. Here is the full breakdown of the impending valuation unlock. 📉🔓 #ValueInvesting #Telecom
auth.flash.stocksentinel.ai/functions/v1/v…
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@albertrjf Podemos estar en contra o a favor de la política exterior de USA, pero si Iràn (gobernada por un groupo de extremistas radicales religiosos) constituye una amenaza con armas convencionales; no quiero imaginar con un arsenal nuclear.
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A surprise to no one... a deal seems impossible, as Iran will want to keep the nuclear program and/or the control of the Strait, both of which the US can not accept without admitting defeat
*Walter Bloomberg@DeItaone
TRUMP: I HAVE JUST READ THE RESPONSE FROM IRAN’S SO-CALLED “REPRESENTATIVES.” I DON’T LIKE IT — TOTALLY UNACCEPTABLE
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What is one stock I HAVE to own, but currently don't?
Always looking for new ideas.
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@NomadCarnivore Keep away of companies led by IDIOTS even if the reward looks good enough.
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$LODE
Rather than post additional opinion...I will simply highlight the fact that a few months ago a significant percent of institutional money came into the stock. That money, the multitude of investors, were all presented with a Pitch Deck of exactly what is going on.
There is more institutional money now in the stock than at any time I have ever seen. Point of reference- for several years my shareholdings alone outnumbered ALL the shares held by institutions.
Professional money has vetted the story, vetted the plan, vetted the assets. Some have joined the board and the backgrounds of them are public. If you don't think they know and approve of everything going on, you are very naive.
Granted none of these folks are "esteemed" or live in a European country from which their investment view is commanding and all-knowing, so there's that 🤒 Snark and eye-rolling aside, some people would be well served by touching ground (literally, in Nevada...lol).
Anyone who has built a successful business understands quite clearly that you address the challenges that appear as you scale. You iterate. You identify and conquer the endless BS you are faced with on a day-by-day basis. In my opinion as a serial entrepreneur who has been there and done that, I'm amazed Comstock Metals exists in any form at all.
I woke up this morning and considered as I frequently do- where else would I feel better about deploying speculative funds for multi-bag potential? Same answer as it has been for a good while $LODE .
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DSB_Invest retweetledi
$SPCB Great find! It looks like the Swedish contract could be worth up to 700m SEK ($76 million) compared to the $17 million SuperCom mentioned in their press release. This notice doesn't name SuperCom because it is the original competition announcement, but the evidence that this is them is convincing:
1. Duration: The contract term matches perfectly. Both the tender and SuperCom's contract are up to 9 years.
2. The deadline to enter the competition was in January 2025, and SuperCom announced the win in March 2026. This aligns exactly with the company’s statement that the evaluation process took "over one year".
3. The 700m SEK figure in the notice represents the maximum spending limit for the entire nine-year term. SuperCom reported the lower $17 million figure because it reflects the government’s initial budget for the core program only. This explains the specific language in their press release regarding "opportunities to grow the contract value meaningfully if additional programs are added." Between that and the earnings call, where the CEO stated we can expect growth on top of the $17 million, this find by @Slapper10101 essentially confirms the significant upside potential of this contract.
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@IngJuanPa7 Es un tema muy polémico, pero si quieres tener un salario de CEO, entonces asume también lo que implica: arriesgar tu capital, lidiar con Hacienda o el IRS (según el país), contratar personal, pagar nómina…entonces ya tienes salario de CEO.
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💰 La desigualdad salarial se dispara: los CEO en España suben su sueldo un +16% en 2025, mientras los trabajadores apenas avanzan (+3,6%), según Oxfam 📊
📉 Los directivos de grandes compañías ganan ya 98x el salario medio, con casos como Amancio Ortega (Industria de Diseño Textil SA $ITX) o Bernard Arnault cobrando miles de millones en dividendos
🌍 A nivel global, la riqueza de los multimillonarios crece +29,5% en España y +4T$ en el mundo, ampliando la brecha frente a los trabajadores 🚨 #Desigualdad #Salarios #Economía
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@CapstackCapital I find it very strange that only “a handful of us” are following and seeing an opportunity in this company. Is the market missing it, or is there something we’re not seeing? It’s true that the dilution story would scare anyone, but even so, does no one see the potential? Very odd
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Sold my $FLOC in my taxable, and bought more $SPCB and a lil more $ELMT.
However, I do like $FLOC a lot and think it adds a nice balance to a portfolio and broader market volatility. It’s a great company with strong growth and is still pretty cheap. That said, I really liked the $SPCB earnings and believe its valuation is extraordinarily cheap.
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@IngWallStreet @inversorBetico Si tuviera un ROIC como Meta Platforms (~26.8%), también invertiría agresivamente; la duda surge si ese ROIC cae. Con Alphabet creciendo cloud ~63% y sin cubrir demanda, un ROIC ~23% justifica su alto CAPEX.
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$META ha perdido de cotización todo el CapEx de este año en hora y media.
The Kobeissi Letter@KobeissiLetter
BREAKING: Meta stock, $META, extends losses to over -10% on the day and is now on track for its biggest daily decline since October 2025. Meta has erased -$170 billion in market cap today.
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@inversorBetico Tengo una posición relevante en DMX, pero habría que preguntarle a los partidos de izquierda si para septiembre ellos también tendrán la misma “euforia” que el fintuit español en relación con Viken.
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Si, dije dilución, pero esto no salía en los libros de finanzas ni lo explicaban en el curso valoración de acciones.
Dilución del 10% por ampliación de capital sobresuscrita.
Apertura en 0.72 CAD.
Cierre 0.88 CAD.
+22.22% intradía.
+3.53% al cierre
+150.000 acciones negociadas 1 minuto antes del cierre.
Viken es inevitable. $DMX
Inversor Bético@inversorBetico
District Metals anuncia colocación privada de hasta C$10 millones District Metals Corp. (TSX-V: $DMX ) ha anunciado una financiación no intermediada de hasta 10 millones de dólares canadienses mediante la emisión de hasta 14.705.882 acciones comunes a C$0,68 por acción. Los fondos se destinarán principalmente a: • Actividades de exploración en sus proyectos de Suecia (especialmente el depósito Viken, uno de los mayores recursos no desarrollados de uranio del mundo, junto con vanadio, molibdeno y otros metales críticos). • Gastos corporativos generales. La colocación se realiza bajo la exención de financiamiento de emisor listado (sin período de retención en Canadá). Se espera que cierre alrededor del 12 de mayo de 2026, sujeto a aprobaciones regulatorias, incluida la de la TSX Venture Exchange. En mi opinión se están cubriendo la espalda en el caso de que las elecciones no vayan bien, tendrían caja de sobra para seguir adquiriendo / explorando otras propiedades, pagar sueldos y mantener la infraestructura necesaria. ¿Crees que esto minimiza los riesgos del tiempo? 👀
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@ebarica @CapitalVennett This company has had a sad history of dilution, but with the current financial cleanup and the turnaround that’s beginning to take shape, hopefully those will just be bad memories of the past.
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@dayansb1986 @CapitalVennett Is there any explanation for this? Is the company diluting?
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$SPCB holders, any thoughts on today’s price action? Surprised we closed red on the day
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@GagHendo007 @j16425646 As investors who have been around for a while and follow it every time it reports earnings, we should already know that regardless of what it reports or whether it announces a new contract, it still drops or doesn’t react to good news.
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@j16425646 Because it’s a little known stock, it’s in Israel & it’s still hard to see how this company is changing unless you do your DD as headline growth isn’t amazing but it’s exiting poor low margin bad debt risk old contracts & replaced with new scale higher margin ones. $spcb to 50
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$SPCB should be up 100+% today following the 10am call. SPCB finally disclosed that it generated 40% growth ex-Romania and acknowledged that significant expansions will soon ensue for the $17 mn Sweden contract and the Western EU contract. Trades at <2X '26 EBITDA. Deserves 20X+.
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SuperCom Reports Record Revenue, Record EBITDA, and Record Net Income for Full Year 2025 prn.to/3R6QfDf
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+50% en 3 meses y aun mucho recorrido.
$ATEX - Anterix: America's Spectrum Monopoly: The $7 Billion Asset At 89% Discount seekingalpha.com/article/489402…
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@olimpica_invest Entré en TGS ASA en octubre de 2025 y, a día de hoy, acumulo una rentabilidad del 103% en tan solo seis meses. Era una inversión ultra asimétrica.
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Cuatro meses y medio después de este tweet, no puedo alegrarme mas por la apuesta 🤓
Entrada con tendencia alcista y volumen, llevándonos a un 80% de rentabilidad a día de hoy.
En 6 días resultados y en 25 días dividendo de 3.88% de rentabilidad (0.13€ por acción) 🤑 $TGS.ASA
Inversora Olimpica@olimpica_invest
El otro día, después de analizarla mucho, entré en $TGS.OL 🇳🇴 Es una empresa noruega que hace análisis geofísicos para las industrias de petroleo y gas. Ha sido muy castigada pero lleva una tendencia alcista interesante los últimos 3 meses. A ver si damos con la tecla 🤓
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@inversorBetico La compra por parte de Garrett en dos meses consecutivos era una señal inequívoca de que uno o varios eventos estaban y/o están por llegar.
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Documento oficial de la proposición de interés nacional sobre Häggån de $AEE.AX deposito situado al lado de Viken de $DMX y con menos volumen de los mismos.
Parece que Europa empieza a despertar.
api.investi.com.au/api/announceme…
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