Open Ideas

Challenger Gold (CEL:ASX)

2.6x NTM EV/EBITDA. 75% of Today's Market Cap to be Generated in FCF Over Next 3 Years.

Nov 10 •

Pioneer Credit: FY25 Update

Earnings Beat. Inflection on Track.

Aug 27 •

Sanuwave Health: Q2 Update

Continued Execution.

Aug 11 •

Select Harvests (SHV:ASX)

Structurally Broken Supply with Material Impending Cashflow Generation.

Aug 7 •

Matrix Composites & Engineering (MCE:ASX)

~1.9x EV/EBITDA, Operating Leverage, Near-term Earnings Catalysts and Major LT Growth Optionality.

Jun 25 •

Updates: Sanuwave and Pioneer

Underwriting the book to date

Jun 3 •

Sanuwave Health (SNWV:NASDAQ)

Is this the Fastest-Growing, Profitable Medical Device Company in U.S. Wound Care?

May 9 •

Diamond in the rough (PNC:ASX)

3x FY26 P/E, 0.3x conservative liquidation value with multiple near-term catalysts on the horizon.

Apr 15 •

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