investbigornot

@JonBolds nice mechwarrior 5 clans preview article, seems you liked the game. But you wrote 16 instead of 17 october on the release date 😎

@aaron_bush_ Interesting Research you did for #eg7. Just wondering how did you get to know this ”hidden gem”, its a swedish stock and noone investors seems to have find it yet on the US market…

@NiclasVestlund Nice progress of MSM! Any comments from our bigger shareholder 😎@AltaFoxCapital

@NiclasVestlund Impressive MSM analysis @AltaFoxCapital @AtaiCapital

We just posted a 66-page research report on Enad Global 7 to our website. $EG7 is a Swedish-listed game developer trading at just 1.15x 2026E EBITDA and has ~28% of its market cap in cash today. Those interested can find the report on our website here - ataicap.com/research

@AtaiCapital Amazing well done analysis of #EG7 you did. But Whats your take on why noone seems to see this undervalued stock, isnt it trading at too low multiples, stable Q3 report lately also but No stock reaction yet…@AltaFoxCapital

@AltaFoxCapital Will you make any analysis of EG7? Would be nice to hear your view on it like you did on Humble. The company is still under the radar…

@WarrenMungerz Bra då slipper vi ditt tjat

Har alltid haft för avsikt att vara helt transparent med mina följare här på twitter, och måste således meddela att jag sålt av mitt innehav i #EG7. Innehavet såldes till en signifikant förlust, med en snittinköpskurs om 29,10kr. Jag har lärt mig mycket av denna affär. Tack alla.

@NiclasVestlund Fantastic Performance for My Singing Monsters. #Undervaluedstock @enadglobal7

@AtaiCapital Interesting new research of #eg7 #enadglobal7 @enadglobal7

@NiclasVestlund @AltaFoxCapital

@FCFContrarian @NiclasVestlund @xGuineapig Du menar resterande sisådär 200msek extra i EBITDA 😎 som också borde vara ca 1 miljard i värde…

@NiclasVestlund @xGuineapig Om vi värderar Daybreaks spel till 6X EBIDTA (rimligt för en stadig lönsam verksamhet) Så får vi hela EV. Resterande verksamheter får man då på köpet. Helt galet.

My Singing Monsters, om detta är ny "normalnivå" tror jag ledingen skrattar hela vägen till banken #EG7 🎶🎵🥳

@AltaFoxCapital @Aktiefiluren1 @PaulAndreola @AltaFoxCapital What EBITDA multiple would you is ”normal/suitable” for EG7? 6-8x? And what Do you think differ between the low multiple as 3 compared to higher ones…

@Aktiefiluren1 @PaulAndreola It has sloppy trading for sure. It's not one where you can really analyze the daily moves. The company is trading at <3x EBITDA, it has very thoughtful and incentivized owners, and it has a clear capital allocation strategy recently outlined in an excellent capital markets day

To benefit from multi-bagger microcaps you need: The vision to find them, the courage to buy them, and the patience to hold them

@Aktiefiluren1 @PaulAndreola @AltaFoxCapital I vote for america investors 🇺🇸The swedish investors are totally gone 💀 Just suck up all the shares on market and #MAKE EG7 GREAT AGAIN 🇺🇸

@Aktiefiluren1 @PaulAndreola @AltaFoxCapital No Debts, Dividends, <3 EBITDA, AND!!!Fantastic Cashflow in this game sector there also cashflow are unique in my opinion. So Connor why are we even discussing this silly valution, :) the company deserves better after the last 3 strong reports and a good CMD. :)

@AltaFoxCapital Will you make a pitch for EG7 aswell as you did for Humble? Would be very interesting to see your view / points now after the CMD…

@AltaFoxCapital Its time to shine in EG7 as a bigger investor like you. It must be super easy to explain / pitch the company to bigger investors by this time. The stock market is so weak with smaller private investors…@AltaFoxCapital