Good Times Restaurants 1Q25
Good Times Restaurants reported a solid 1Q25 quarter with earnings and SSS increases, but the forecast for 2Q25 doesn’t look as good.
Good Times Restaurants reported a solid 1Q25 quarter with earnings and SSS increases, but the forecast for 2Q25 doesn’t look as good.
New Fortress Energy Special Update. We update the financial model including the last events (Fast LNG, Puerto Rico, Brazil,...)
Italian Wine Brands update on tariffs, euro devaluation, new non-alcoholic wine line, Italian sales (Prosecco rise) and $IWB.MI valuation
Tonnellerie Francois Frères (TFF) is a family-owned (71% ownership) dry material supplier in the alcoholic beverage industry, they supply casks and barrels for wine and Scotch and Bourbon whiskies (Wine is 43% of sales and Alcohol 57%)
Ecoener is an Independent Power Producer (IPP) specializing in renewable energy with a diversified portfolio across hydroelectric, wind, and solar PV technologies. The company has a presence in Spain, the Dominican Republic, Guatemala, Nicaragua, and Colombia, with additional projects in Canada, Greece, Italy, Poland, and Ecuador, alongside its current markets.
Analysis of Solaria. Renewable energy company growing at fast past but with a share price very punished due to several facts
Alantra - Finance at a reasonable price. Analysis of this Spanish company in the financial service industry
Sesa S.p.A - Italian IT company growing at a CAGR >10% in the last 15 years that has fallen >50% YTD. Represents an opportunity?
Analysis of the Unidata 2025-2027 Business Plan presented this week as a balm in response to the market's reaction to its 3Q24 results.
Good Times Restaurants - A microcap with no analyst coverage, positive EBITDA and FCF & buying back 20% of the company in 24 months.