BetterIRR

BetterIRR@BetterIRR

Back in $CGY.TO 15-16x earnings, durable teens to low 20s EPS grower over the medium term riding NATO spending wave, too cheap.

tweeted Tue, Sep 1 · counted from Wed, Sep 2 close

BetterIRR@BetterIRR

Anyone have a strong view on $ALYA.TO here? In some ways it reminds me of $CTS.TO pre getting acquired but seems like a worse managed business so not sure I'd want to own absent an acquistion.

tweeted Sun, Aug 30 · counted from Mon, Aug 31 close

BetterIRR@BetterIRR

$WEB.V so, we exited last quarter w/ 14M of net cash, we are getting 15M from Red Willow @ close. They burn ~1M/Q, so we're at an EV of 5Mish With another *61.5M* in milestone payments coming across now three different projects. Then we have a 3.5GW pipeline. Too cheap.

tweeted Sat, Aug 29 · counted from Mon, Aug 31 close

BetterIRR@BetterIRR

My back of the napkin model for $ERTH.CN 4x earnings & a very long path for expansion. Fully funded, profits go vertical in 2027.

tweeted Sat, Aug 29 · counted from Mon, Aug 31 close

https://x.com/i/status/2093335220602704029

tweeted Fri, Aug 28 · counted from Mon, Aug 31 close · view on X ↗

BetterIRR@BetterIRR

Quick pitch on $ERTH.CN my largest position (4x ramped EPS + long runway) Replenish Nutrients has innovated in the regenerative fertilizer space. Their product lasts up to a year vs regenerative competition who's product lasts a day or two at most before it has to be applied.

tweeted Wed, Aug 26 · counted from Thu, Aug 27 close

BetterIRR@BetterIRR

$SPCB should not be trading where it is. Best tech, 1% penetrated, winning >70% of contracts they bid on. Either market values them or they will get taken out at a nice premium.

tweeted Tue, Aug 25 · counted from Wed, Aug 26 close

BetterIRR@BetterIRR

$WEB.V will gap up 100% one day on a deal.

tweeted Tue, Aug 25 · counted from Wed, Aug 26 close