Research Reports
13th of January, 2024
In this blog post, I express concerns about LPSO Holding Ltd.'s tender offer to acquire Orascom Development Holding (ODH) shares at CHF 5.60 per share, arguing that this undervalues the company's substantial assets, including 100 million square meters of premium land across multiple countries. I highlight a 2018 CBRE Group Inc. valuation that estimated the undeveloped land in El Gouna alone at USD 1.82 billion, suggesting a significant discrepancy between the company's market capitalization and its true worth.
The undervalued share price of Orascom Development (an Update 2024)
24th of November, 2024
In this blog post, I explore why Orascom Development Holding (ODH) might be undervalued. This is the second research report, following up on my first analysis five years ago. Despite owning vast amounts of land (the size of Paris) potentially worth billions, the company's enterprise value remains in the millions. Its market value has dropped from $547M in 2018 to $233M in 2024, impacted by challenges like COVID-19 and the tragic loss of its CEO.
Bass Metals - Zero or 100x
24th of November, 2020
In this blog post, I explore Bass Metals, a graphite mining company in Madagascar that could be very undervalued. While operations were paused due to COVID-19, the company is now focused on expanding its resources. With rising demand for graphite in batteries, there’s potential for a massive upside if it secures funding and resumes operations—but it’s also very risky, as junior miners like this often fail.
Enwave - Amazing Risk-Reward Ratio
10th of October, 2020
In this blog post, I explore Enwave Corporation, a Canadian company that developed a groundbreaking technology to dry food and other products in a new and efficient way. Enwave licenses this innovative drying technology to other companies, collecting royalties as those businesses grow and succeed. With applications in sectors like cannabis, pharmaceuticals, Enwave is building a portfolio of royalty-generating deals. While its valuation has come down significantly after the initial hype around this new technology, this creates an intriguing opportunity for investors as the company’s steady revenue model has long-term potential for growth and dividends.
Talga Resources And The Wonder Material
5th of September, 2020
In this blog post, I explore Talga Resources, an Australian company focused on graphite mining and graphene production. Graphene, known as a "wonder material," is incredibly strong, conductive, and versatile. Talga stands out as one of the only players in Europe, making it a strategic choice from a geopolitical perspective. Its Vittangi Graphite Project in Sweden is recognized as the world’s highest-grade graphite resource, with 30.1 million tonnes at an average grade of 24.1% graphite. With innovative methods and a strong position in the market, Talga is well-positioned for growth as graphene's use expands, yet its valuation remains still on the lower side.
Neo Lithium Corp Owns A Freak Of Nature
19th of July, 2019
In this blog post, I explore Neo Lithium Corp and its 3Q Project in Argentina, home to one of the highest-grade lithium brine resources in the world, and more importantly, with exceptionally low impurities. Led by CEO Waldo Perez, who previously brought a lithium mining company to production, Neo Lithium benefits from highly experienced leadership. The management team has been purchasing their own stock, showing strong confidence in their abilities and the timing of the market. Despite backing from major investors like JPMorgan and BlackRock, the company’s market capitalization remains very low, pointing to significant potential for growth as demand for lithium in EVs and energy storage surges.
Orascom Owns Assets In The Billions - While Its Enterprise Value Is Only In The Millions
26th of June, 2019
In this blog post, I explore Orascom Development Holding (ODH), a company with massive assets, including 101 million square meters of land (the size of Paris), yet its market value is far below its true worth. A 2018 valuation showed just one of its projects, El Gouna, has land worth $1.82 billion—highlighting the huge gap between its assets and stock price.
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