Cool Stock Tweets #4

$CAAP earned 81 cents last *quarter* but analysts are still forecasting a decline in earnings this year because... uh... I have no idea frankly.

Anyways, it's trading on less than 5 times projected 2026 earnings. ✈️

— Ian Bezek (@irbezek)
3:53 AM • Apr 12, 2024

Taiga Building Product $TBL.TO is too cheap to ignore

Canadian building product distributor with $350M market cap, no debt and $150M (!) in cash sitting on the balance sheet. They paid a special $0.23/share dividend last December and I would not be surprised to see them… twitter.com/i/web/status/1…

— Rusholme Capital (@rusholmecapital)
4:42 PM • Apr 11, 2024

1/ $FRPH hired an outside IR firm to collect feedback from investors on how they can do better. Must reflect a strong view the stock is misunderstood/misvalued. I'd prefer an insider buy, but mgmt already owns a decent amount of stock.

cc: @Mr_Neutral_Man

— marginofdanger (@marginofdanger)
1:10 AM • Apr 13, 2024

Strong full-year results from Japanese net-net CEL Corp (5078.T). Earnings are up 30% YOY and 35% above guidance. Dividend also increased to ¥105 from ¥80 (~2.7% yield at current prices). Net cash is ¥14B vs ¥13.1B market cap. Trading at 11x forward P/E based on FY25 guidance

— Generals & Workouts (@gw_investing)
9:36 PM • Apr 12, 2024

7937.T Tsutsumi Jewelry announced a divided hike yesterday evening. Exceeding expectations and now targeting a 68% payout ratio. This is still underwhelming for a company that is beyond overcapitalized (as can be seen by its 1.6% ROE). They sit on approx. 35bn yen in cash vs a… twitter.com/i/web/status/1…

— JapanDeepValue (@JapanDeepValue1)
11:23 PM • Apr 8, 2024

After the close on a Friday, $QTRX increases the salary owed its CEO and CFO in the event company is acquired

— Nick Winkler (@TheWinklerGroup)
5:22 PM • Apr 13, 2024

Not sure if $RDCM CEO change is related to any bid but think the company now is definitely in play without a CEO and with the estate of the largest shareholder seeking liquidity

— Cobiaman (@jeffmeyers72)
12:00 AM • Apr 8, 2024

My Latest Small Cap Buy -> Dominion Lending Centres $DLCG.TO

Largest mortgage broker in Canada operating a franchisor model with strong, aligned founders who grew the business from nothing in 2006 to $150M market cap today.

One of their big recent wins is Newton which is the… twitter.com/i/web/status/1…

— Rusholme Capital (@rusholmecapital)
9:19 PM • Apr 10, 2024

Putting myself out there with this idea.
$BKHT Brockhaus Technologies 🇩🇪 Serial Acq
- 7x EV/EBIT
- Revenue⤴️30%+ and EPS faster
- Buy Backs
- Low debt
- High insider ownership of 35% from Founder/CEO.
- 20 yr track record in the private markets with 30%+ CAGR
- Limited awareness

— Andrew Brown (@abrowninvesting)
12:35 PM • Apr 13, 2024

This is perhaps the best message ever on a company’s investor relations page…. pure signal, no noise..

“If you should, at any time, consider selling your Monarch stock, please contact Walter H. Wulf, Jr. (CEO)…”

$MCEM

— Ian Cassel (@iancassel)
5:55 PM • Apr 13, 2024