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🅰️lamo Investing Profile picture
🅰️lamo Investing
@AlamoInvesting
Engineer with an investing addiction.
Nov 5, 2025 • 4 tweets • 2 min read
$ZETA with another really nice quarter.

FCF margin came in at 23.15%, up 410 basis points sequentially.
EBITDA margin came in at 13.97%, up 310 basis points sequentially.

FY25 guide now puts FCF margin at 21.47% (up 12% YoY) & EBITDA margin at 12.25% (up 34.5% YoY).

1/n Image $ZETA initiated 2026 guidance (without Marigold) at a 14.11% FCF margin and a 23% EBITDA margin - both of which are likely sandbagged - but still exceed their previous 2028 model.

Gross margins came in at 60.49%, lower than the historical average of 61.80%.

2/n Image
Aug 8, 2025 • 6 tweets • 2 min read
What a quarter, @MPMaterials! Stock is current up 9% after hours. This report was a glimpse at the future of $MP - a future that is insulated from the volatility of commodity prices while delivering robust and consistent EBITDA margins.

Thoughts below:

1/n Upstream: 13145 MTs despite planned outages. Second highest upstream production ever in the history of the company. Amazing. 2658 MTs of upstream product sold at 4468 $/MT. REO revenue / total revenue continues to fall off a cliff. Great work $MP team.

2/n Image