$1,000 follows their calls into $303
William F. Nicklin@10baggerPicks$NRT North European Oil Royalty Trust is a pure-play royalty on German gas production. Higher #TTF (closing in on 83) from Hormuz LNG disruption + lower European storage (~13 bcm less YoY) at 73–74% full, well below last year and five-year averages. That flows (with a lag) into
William F. Nicklin@10baggerPicks$BSP is now a core holding. $BRK.B thinking and acting my way is a nice surprise. Berkshire Hathaway's decision to invest $930 million in Bending Spoons is one of the most significant developments in BSP's brief history as a public company. It provides compelling evidence that
William F. Nicklin@10baggerPicks$BSP is not my typical thing, but I like their approach and capabilities (which appear to fit the times), so I have been getting on board; 1/3 of a full position recommended.
William F. Nicklin@10baggerPicksThis positions $SOTK not just as an equipment vendor, but as the standard industrial deposition platform for modern drug-device combination programs. This is Gemini-generated, but it fits with everything I have observed over the last couple of years
William F. Nicklin@10baggerPicksThis SA article captures the $SOTK earnings call well. I have been patiently watching and waiting for this moment, and it's finally here. "Sono-Tek outlines a facility expansion to raise manufacturing capacity to $33M-$36M, with plans to reach $44M-$45M." And then this "...as
seekingalpha.comSono-Tek outlines facility expansion to lift manufacturing capacity to $33M-$36M, with plan toward...Sono-Tek (SOTK) Q2 FY2027 earnings call highlights: medical sales surge, record orders and backlog, margin trends and FY2027 outlook.William F. Nicklin@10baggerPicks$SOTK's clean energy order announced today came pretty much on schedule. This is terrific news and shows the business has a broad base of existing customers placing repeat production orders and is ready to broaden even further. Remember what is coming up: SEMICON West 2026
William F. Nicklin@10baggerPicksThe evidence increasingly points to $FSLR as a $SOTK major solar customer. That matters because $FSLR's planned CuRe rollout, manufacturing upgrades, and perovskite pilot-line investment create a credible path for Sono-Tek’s Alternative Energy business to flip from a backlog
