External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

Equity Bottom-Up

SCHOTT Pharma AG & Co. KGaA provides drug containment and drug delivery solutions. The Company offers prefillable syringes, cartridges, vials, and ampoules to analytical, development, fill-and-finish, and regulatory services for pharmaceutical companies, biotechs, and CDMOs. SCHOTT Pharma serves customers worldwide.

<ul><li>SCHOTT Pharma AG &amp; Co. KGaA is experiencing accelerating growth in the pharmaceutical packaging industry due to the increasing prevalence of biologics, GLP-1s, and high value solutions.</li><li>The company's HVS segment is driving double-digit revenue growth and is expected to account for a larger percentage of total revenues in the future.</li><li>With solid pricing power in an oligopolistic industry, SCHOTT Pharma is well-positioned to benefit from the success of GLP-1s and further expand its market share.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

SCHOTT Pharma AG &amp; Co. KGaA is experiencing accelerating growth in the pharmaceutical packaging industry due to the increasing prevalence of biologics, GLP-1s, and high value solutions.The company's HVS segment is driving double-digit revenue growth and is expected to account for a larger percentage of total revenues in the future.With solid pricing power in an oligopolistic industry, SCHOTT Pharma is well-positioned to benefit from the success of GLP-1s and further expand its market share.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Schott Pharma Ag &Amp; Co. Kgaa  (1SXP GR) - Friday, Jan 26, 2024

WEX Inc. provides payment processing and information management services to the United States commercial and government vehicle fleet industry. The Company markets services directly to businesses and government agencies with vehicle fleets, automotive manufacturers, fuel retailers.

<ul><li>WEX is a payments company trading at a discount to its historical valuation, with a P/E of 12.5x</li><li>WEX operates in three segments including Mobility and Corporate Payments, with a market cap of $9bn</li><li>WEX's growth is driven by share gains, technology add-ons, and price increases, making it an attractive investment opportunity</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

WEX is a payments company trading at a discount to its historical valuation, with a P/E of 12.5xWEX operates in three segments including Mobility and Corporate Payments, with a market cap of $9bnWEX's growth is driven by share gains, technology add-ons, and price increases, making it an attractive investment opportunityThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Computer Modelling Group Ltd. is an international computer software technology and consulting firm involved in the development and licensing of oil and gas reservoir simulation software. The Company's software assists petroleum company clients worldwide to extract significantly increased amounts of oil and gas from their reservoirs.

<ul><li>CMG is a small-cap company with a leading market share in the unconventional reservoir space</li><li>They see a significant opportunity for their software and machine learning offerings to help maximize asset value and reduce costs and risks in the energy industry</li><li>Under new leadership since mid-2022, the company has shifted towards a more commercially focused approach and is targeting clean energy opportunities such as carbon capture</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

CMG is a small-cap company with a leading market share in the unconventional reservoir spaceThey see a significant opportunity for their software and machine learning offerings to help maximize asset value and reduce costs and risks in the energy industryUnder new leadership since mid-2022, the company has shifted towards a more commercially focused approach and is targeting clean energy opportunities such as carbon captureThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Computer Modelling Group Ltd (CMG.) - Friday, Jan 26, 2024

Loma Negra Cia Ind-Spon Adr / Equity Bottom-Up

Loma Negra Cia Industrial Argentina SA operates as a cement manufacturer. The Company produces cement, masonry cement, aggregates, concrete, and lime. Loma Negra Cia Industrial Argentina serves distributors, concrete producers, and industrial customers worldwide.

<ul><li>Recommend long position in Loma Negra Compania Industrial Argentina ADR´s (LOMA)</li><li>Top cement and ready mix producer in Argentina with potential for growth</li><li>Undervalued stock trading at $7.18/ADR with potential for significant upside to $11-$16/ADR, offering 50-120% returns from current levels</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Recommend long position in Loma Negra Compania Industrial Argentina ADR´s (LOMA)Top cement and ready mix producer in Argentina with potential for growthUndervalued stock trading at $7.18/ADR with potential for significant upside to $11-$16/ADR, offering 50-120% returns from current levelsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Loma Negra C.I.A.S.A. (LOMA) - Friday, Jan 26, 2024

NextNav Inc. provides geolocation technology solutions. The Company offers geolocation technologies that enables ecosystem of location-based applications and services through a dedicated, terrestrial network. NextNav serves customers worldwide.

<ul><li>Nextnav is a flying car company with valuable low band spectrum covering 93% of the US population</li><li>The spectrum could be worth $18 per share within a year</li><li>Investment in Nextnav is likely to be successful due to the valuable spectrum and experienced team</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Nextnav is a flying car company with valuable low band spectrum covering 93% of the US populationThe spectrum could be worth $18 per share within a yearInvestment in Nextnav is likely to be successful due to the valuable spectrum and experienced teamThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Nextnav Inc (Nn) (NN) - Thursday, Jan 25, 2024

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External reports (aggregated public sources)
• Value Investors Club

Schott Pharma Ag &Amp; Co. Kgaa (1SXP GR) - Friday, Jan 26, 2024

With solid pricing power in an oligopolistic industry, SCHOTT Pharma is well-positioned to benefit from the success of GLP-1s and further expand...

Value Investors Club

Wex Inc (WEX) - Friday, Jan 26, 2024

WEX's growth is driven by share gains, technology add-ons, and price increases, making it an attractive investment opportunity

Value Investors Club

Computer Modelling Group Ltd (CMG.) - Friday, Jan 26, 2024

They see a significant opportunity for their software and machine learning offerings to help maximize asset value and reduce costs and risks in the...

Value Investors Club

Loma Negra C.I.A.S.A. (LOMA) - Friday, Jan 26, 2024

Recommend long position in Loma Negra Compania Industrial Argentina ADR´s (LOMA). Top cement and ready mix producer in Argentina with potential for...

Value Investors Club

Nextnav Inc (Nn) (NN) - Thursday, Jan 25, 2024

Nextnav is a flying car company with valuable low band spectrum covering 93% of the US population. The spectrum could be worth $18 per share within...

Value Investors Club