Highlighting that Orascom Development Holding (ODH) is significantly undervalued; 101M sqm of land is valued far below the stock price, citing the 2018 El Gouna valuation of $1.82B.

Discussing Enwave Corporation's unique revenue stream from its drying technology via licensing and royalties, viewed as a long-term opportunity.

Criticizing the LPSO Holding Ltd. tender offer (CHF 5.60/share) for ODH as an undervaluation, contrasting it with the $1.82B El Gouna land estimate.

Examining Neo Lithium Corp's high-grade lithium resource in Argentina and its low market capitalization, suggesting high growth potential.

Follow-up on ODH's undervaluation, noting a drop from $547M (2018) to $233M (2024), influenced by COVID-19 and the former CEO's death.

(graphite mining in Madagascar) as a high-risk investment with significant upside due to rising graphite demand.

Highlighting Talga Resources' strategic advantage with the world's highest-grade graphite resource in Sweden and its low European valuation.

Criticizing the "squeeze-out" of ODH minority shareholders, questioning the sale by UBS and the market cap being less than its largest subsidiary.