Tenva Capital
@TenvaCapital
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Hunting for overlooked and undervalued stocks | Subscribe at: https://t.co/KnzDJDBdO1 | Disclaimer: https://t.co/CBg1FUrpwm
Joined March 2025
76% of global almond supply is produced in California. Almonds are one of the world’s most water intensive crops and their production relies heavily on groundwater pumping in California. Between 68-80% of Californian almond acreage is located in regions with critically
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RT @TenvaCapital: $PNC.AX beat their FY25 NPAT guidance by 17%, delivering a normalized NPAT result of $10.5M. The company is set up nicel….
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$MCE.AX Update:. A weak yet not unexpected Matrix result for FY25. The decrease in Underlying EBITDA to $5M down from $11M in FY24 really highlights the operating leverage of the business model working both ways. It’s not all bad news however with $300M Competitive SURF.
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$PNC.AX beat their FY25 NPAT guidance by 17%, delivering a normalized NPAT result of $10.5M. The company is set up nicely to beat its $18M Statutory NPAT target for FY26. Despite the stock being up ~55% since written-up in April, the company still trades at a meagre 5.3x FY26
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RT @walter_schloss: A very detailed report on $SHV .ax from @TenvaCapital . even if you don't want to invest, you'll learn a lot about al….
tenvacapital.com
Structurally Broken Supply with Material Impending Cashflow Generation.
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RT @TenvaCapital: Here's an additional angle which may materially impact future almond supply – the result of which derives from fallout of….
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RT @TenvaCapital: Nice little bonus update on Sanuwave $SNWV:. In March 2024, Sanuwave entered into an IP assertion agreement for non-core….
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Nice little bonus update on Sanuwave $SNWV:. In March 2024, Sanuwave entered into an IP assertion agreement for non-core intravascular shockwave patents with an undisclosed 3rd party firm specializing in IP enforcement. (This was for legacy patents unrelated to Sanuwave’s.
Oftentimes significant alpha lies where there’s a clear line of sight such that today’s qualitative insight will translate into tomorrow’s quantitative outcome. I was reminded of this prescient notion at the $SNWV Q2 earnings call on Friday. Link below.
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RT @TenvaCapital: Oftentimes significant alpha lies where there’s a clear line of sight such that today’s qualitative insight will translat….
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Much appreciated @ClarkSquareCap!.
@HalvioCapital @yummyCenturyEgg @joekraymond @PolePosInvest @DealintCB @MaiusPartners @Healthstockpick @HarveySawikin @CayucosCapital @TenvaCapital writes does great work on both US and non-US names. His substack is below: .
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RT @ClarkSquareCap: There are so many people on this platform creating and sharing great content. I am starting a thread to highlight tho….
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I’ve received some inbounds on SHV’s accounting and how agricultural accounting differs under IFRS/AASB compared to most other industries. The below should help grasp how this works with respect to $SHV.AX:. SHV’s accounting method used- mandated via AASB 141 - separates the.
76% of global almond supply is produced in California. Almonds are one of the world’s most water intensive crops and their production relies heavily on groundwater pumping in California. Between 68-80% of Californian almond acreage is located in regions with critically
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RT @TenvaCapital: @staintonrick1 Thanks for your comments Rick. Average elasticity of demand for almonds from studies is 0.646 - with all….
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