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Tiny, UK AIM co in specialty chemicals: specifically "sustainable polymers"

At best this usually means 1 client and a test batch; at worst, magic beans

But Itaconix #ITX is neither and it's rather mispriced: it sells at margins that rival the best in the world - and in size
It may actually be very mispriced; estimates are clearly too low. All in part because it's off the radar.

It's another find by @dopamine_uptake who pointed it out to me after reading on IP Group - some holdings of theirs caught his eye and of them, this one really caught mine.
I'll get straight to it. HY20 end October.

We see revenues up +80% on the previous year's half and they're not far off equaling the whole of 2019's revenues.

Gross margin: 37% - this rings a loud bell

Loss making. Image
Read 26 tweets
* El famoso ROCE a través de ejemplos concretos de la bolsa española

El ROCE (Return On Capital Employed) se ha consagrado como una de las métricas de rentabilidad más usadas por los inversores. A continuación, proponemos algunas alternativas para su cálculo.

Podemos encontrar la definición de ROCE en muchos lugares, como @economipedia:…
A su vez, gestoras como @CobasFunds le han dedicado específicamente algún capítulo de su labor divulgadora.


Que este vídeo sea de los primeros divulgativos que haya elegido Cobas da idea de la jerarquía de su importancia.

Read 12 tweets

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