Jonah Lupton
@JonahLupton
CEO/CIO at @LuptonCapital and @FirstWaveFund, long-biased hedge fund, focused on undervalued growth stocks that can triple within 3 years, we love big catalysts
가입 April 2008
2.9K 팔로잉 중 554.3K 팬
We own $EQR.AX for this reason and several others... we believe the stock is still trading at less than 1.5x 2027 ebitda with a US listing coming in the next 6 months... this is another undervalued company that could get very aggressive with stock buybacks in the coming quarters.
NFA.
DYOR.
*We are long $EQR.AX at @FirstWaveFund
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EQ Resources $EQR.AX is nearing ATHs again, up over 6% last night.
The tungsten shortage is not over, and according to latest reports China exported exactly 0.0 kg of tungsten to Japan. Yes, zero.
The bear case for the tungsten shortage play $EQR.AX has always been that China could loosen export restrictions on tungsten. But they are not loosening restrictions any time soon. On the contrary, they seem to be doubling down on restructions.
The sky is the limit for $EQR.AX.
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