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SonOfKen_IV

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Everything posted by SonOfKen_IV

  1. Maybe gold price, and other precious metals, correction is not over yet but convertible Orla mining expiring time was simply perfect, hat off. (and 17,5M warrants still in FFH pockets)
  2. Thx gfp, really appreciated
  3. Hi, is anyone able to explain to me what latest Blue Ant Media "early warning report" in practical means, pls. Thx in advance.
  4. Ensign Energy and Garret Motion are small position but they are performing quite well
  5. Sold few teaser positions to increase FFH.
  6. Looks like FFH is outperforming Berkshire & Merkel
  7. sort of deja vu.
  8. Has Anyone more info about Newprinces? Yesterday earning were "good" (+6%) but today is collapsing (-19%) for no reason/news (beside some EU inflation rising concerns).
  9. thx for the update
  10. Just read a X post where was claimed: "MSCI decides today if Greece will be updated to developed from emerging" MSCI Greece IMI index includes Eurobank
  11. i'm pretty intrigued by AGT Food IPO.
  12. TikTok is plenty of videos of athletes unboxing their apparel for Milano-Cortina winter olympics. Lot of Lululemon, Nike, Armani stuff but i haven't found any UA yet sponsoring some national team would have been helpful, i think
  13. https://www.newprinces.it/media-library/docs/cf537248-35d1-4fae-8c8f-4260cc233825/en-plasmon-closing-vf.pdf Plasmon: Acquisition completed Buy back program: ongoing
  14. Notification from Borsa Italiana (Italian exchange) (i used Google from english translation) Focused on developing Princes Ready to Drink (Il Sole 24 Ore Radiocor) - Milan, December 2 - Spirits is "an area where we would like to have opportunities to develop Princes Ready to Drink. We are talking with Campari, but we remain open to considering opportunities offered by other companies." Fabio Fazzari, Group Financial Director of Newlat Group and CFO of Princes Limited, said this in response to a question about rumors of the company's interest in purchasing some of Campari's bitters brands, during a call on the closing of the group's purchase of Carrefour Italia. Overall, "we remain focused on developing Princes Ready to Drink, and this is one way to do it."
  15. same interesting by NewPrinces in Averna, Braulio & Zedda Piras (Campari brands on sale). it partnered up with Diageo one, but at this point i'm a bit worried about execution. (last two year have been wild) Campari is selling some brands, Cinzano has already been sold, due to some business reorganization.
  16. tough moment but i'm relying on management skill to develop a nice strategy. Nibbling a bit today.
  17. big challenges ahead for sure. But i'm pretty confident in management team. Monitoring Q by Q how situation evolves.
  18. oh ok got it i ty to do my best to post good ideas
  19. sorry but what do you mean?
  20. Opened up a 1% position few days ago on big drop day. Adding on weaknesses.
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