Skip to content

SUBSCRIBE
MEMBERS AREA
SPIN-OFF CALENDAR
RESOURCES
ABOUT

ZBH

Zimmer Biomet Spin-off (Spine and Dental) Notes

Rich Howe2021-02-19T07:46:55-05:00

February 19, 2021

Learn More

HOME
BLOG
ABOUT
LEGAL
RESOURCES

Rich HoweFollow

I research micro caps and special situations at https://t.co/DPLkAsgVH8.

Retweet on Twitter Rich Howe Retweeted

Aiming Higher @AimingHigher4·

No one can complain for not owning #TGA and watching it go up and up when a Bloomberg analyst says it’s on a 138% free cash yield to market cap !! You’ll be very lucky if you can find 30-40% for a net cash miner! This is why #Thungela will continue to do a significant re-rate https://twitter.com/acosgrove003/status/1436428000879386637

Andrew Cosgrove@acosgrove003

A) Valuation at diff px decks
B) FCF % of Today’s EV & Mkt Cap at diff px decks
#CoalTwitter 2

Reply on Twitter 1437306704480321539 Retweet on Twitter 14373067044803215397 Like on Twitter 143730670448032153912 Twitter 1437306704480321539

Retweet on Twitter Rich Howe Retweeted

Jim Ludlow @JimLudlow11·

Seems ridiculous to me that $GTX trading at $7.42 has Jan '23 $5 LEAPS trading at $2.95. That is a mere 53 cent premium. A number of analyses have an intrinsic value of $10-15 for $GTX. I backed up the truck on this one.

Reply on Twitter 1437492627197231104 Retweet on Twitter 14374926271972311041 Like on Twitter 143749262719723110418 Twitter 1437492627197231104

Rich Howe @stockspinoffss·

Coal names still look cheap!

Andrew Cosgrove@acosgrove003

A) Valuation at diff px decks
B) FCF % of Today’s EV & Mkt Cap at diff px decks
#CoalTwitter 2

Reply on Twitter 1436454239878909955 Retweet on Twitter 1436454239878909955 Like on Twitter 14364542398789099557 Twitter 1436454239878909955

Retweet on Twitter Rich Howe Retweeted

David Pakman@pakman·

This will be my first time speaking at @MessariCrypto's #Mainnet2021 and I'm honored and super excited to discuss "Make NFTs Fungible Again: Do NFTs Have a Liquidity Problem?" Come say hi if you are there!

Reply on Twitter 1435998202994515971 Retweet on Twitter 14359982029945159716 Like on Twitter 14359982029945159719 Twitter 1435998202994515971

Rich Howe @stockspinoffss·

I'm so impressed with Substack (everything works so seamlessly) that I'm thinking of switching my membership site over to it from wordpress.

Anyone have strong opinions for or against?

Reply on Twitter 1435952189986443267 Retweet on Twitter 1435952189986443267 Like on Twitter 143595218998644326725 Twitter 1435952189986443267

Custom Twitter Feeds Plugin

©2020 STOCKSPINOFFINVESTING.COM | [whelk] helped!