NWF Group: An enduring, profitable consolidator and likely takeover target
An enduring, profitable consolidator at ~4.6x operating profit w/ buyout optionality.
Underlying Value
Doing my best to separate the signal from the noise in the global public markets. I talk about what I own.
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Deep Value in Oil and Gas
Investments that aren’t reliant on a crisis to generate strong returns.
An Investment in Scarce Assets
Trading below tangible book with an operating business sub-4x operating income.
iOCO: Deep Value with a Compounding Playbook
Rhys generated a 7x return in seven years last time he ran this playbook.
Aimia (TSX: AIM): Ready for Takeoff
A permanent compounding machine.
High Conviction: The Iceberg
When most of the value is hidden beneath the surface.
Greenfield Discovery
Deep value (with a catalyst) is on the way.
Chrysos (ASX: C79): The Cash Machine
A long-term organic compounder is ready for takeoff.
Pharos Energy *Exited*
A stock that could earn their EV in less than two years at $90 Brent.
Get $1 for $.28?
A government handout is ready to be harvested.