Now that Andrew Austin has made his 1st deal at #KISTOS, time to evaluate it. Seems that FinTwit doesn't consider it a bargain, and we don't have all the info yet, but indeed we can do some research

Brief: AA DID IT AGAIN

Time for a thread 🧵 #KIST $KIST.LN

((PART 1))

👇🏽👇🏽👇🏽 I've read different opinions so far, but it seems that the general opinion is that €220M+€163M earn outs, isn't too cheap for €31M EBITDA'20, or 5.5m boepd, 19mm boe 2P and 78mm boe 2C. Seen like this, it's fair. It doesn't seem very cheap.

((PART 2))

#KIST $KIST.LN #KISTOS Thread 🧵

👇🏽👇🏽👇🏽 We begin to intuit that a huge deal like this (remember that the upfront+contingencies €220M+163M supposes x5 the #KIST mkt cap and almost x10 its net cash or NAV), even though there is some dilution, the leverage will be high, with its effect on our equity potential

¡¡ Nueva posición en la cartera de nuestro fondo #AccionGlobalFI !!

Consulta aquí el vídeo análisis de la compañía Align Technologies, productora del famoso Invisalign

Long $ALGN #Invisalign Short $SDC #SmileDirectClub

👇🏽👇🏽👇🏽👇🏽

accioneafi.com/web/align-tech… Definition: When a management team does NOT know the word SHAME

Definición: Cuando un equipo gestor NO conoce la palabra VERGÜENZA

SHORT $SDC

investors.smiledirectclub.com/news-releases/…

Alphabet está construyendo el futuro mediante atracción d los mejores talentos, inversión decidida e innovación constante. Recomiendo encarecidamente la lectura del transcript earnings call 1H2018.
#Alphabet $GOOG $GOOGL #GBIIAccionGlobalFI
👇🏽Aquí algunas de sus perlas 👇🏽 "Our video platform, Youtube, is growing tremendously"

"We are very excited about the big oportunities we're seeing in Google Cloud Next"