on the road again

 

market cap 34 bn, book value 9, cash 11, market cap at a quarter of revenue. thinking a double

market cap 1.17, half of revenue, bombardier off the table

tgi market cap 670, quarter of revenue

accuray

value. radiosurgery and radiation. 356 mm mcap. estimates under the thunder 2021 but creeping up. trading under 1x revenue. industry average 4.21. btig upgraded target 9.50, about 2x revenue

mining the waves

 

market cap 46 mm on the waves

63 mm mcap, 23% short, 5 mm float, blow on it

iso everything

good friends at kkr. stb worth 1.5 bn, mcap 3.75 bn

patents worth 400 mm, mcap 127 mm, iso everything renewables

 

forming

 

croupier of credit

eclectic selections from the croupier of credit, margin calls, for shorts betting against the optimism of business models

minerals

hydrogen cells

bombardier is off the table

handbags

energy goes bid

in the land of the blind

miracle in the desert

shorts at half the float

anything in taiwan

love the symbol

starts somewhere

1.5x revenue a double

rambling around the globe starts here

trading at a 50% discount to room capital value

a quad if oil trades 60