Hedge Fund / Buy-side Research: Imerys SOTP, hidden value of a large Lithium Mine
A Large Lithium mine under an existing Koalin mine operated for 140 years. Hidden Value of a world-class Lithium deposit WATCH 📺 the link HERE Imerys is a decades-old French mining and industrial minerals company that today sits at the intersection of traditional industry and Europe’s strategic push into energy transition materials. While the market […]
Hedge Fund / Buy-side Research: JD Q1 2026, unpacking the segment results
The Saga of the Ghost Kitchen of China Update on JD WATCH 📺 the link HERE The Beijing cake decorated with toxic, inedible chemical flour from a vendor claiming to have 400 physical locations but possessing zero that blew up the Quick Commerce war in China The exact reported figures from JD.com’s quick commerce (Not […]
Hedge Fund / Buy-side Research: JD Q4 2025, unpacking the segment results
JD.com – A lot more than just core retail Looking a the results division by division WATCH 📺 the link HERE In this episode called “name”, we review the segment results of JD, starting with the JD Retail division, growing at 13% for the full year, with some high-level comparison on Q4 because of heavy […]
Hedge Fund / Buy-side Research: JD.com’s Langzu logistics system.
JD.com – A Logistics story What makes JD strategically and structually different WATCH 📺 the link HERE China’s e-commerce leader JD.com has built one of the most advanced logistics systems in the world through its subsidiary JD Logistics. Unlike most online retailers, which rely heavily on third-party carriers, JD invested for more than a decade […]
Insider transaCtions and FID approval for the andalusia project
Sometimes a very extensive amount of readings can be boiled down to a very FEW crisp data points. A Few datapoints to highlight a clear direction WATCH 📺 the link HERE INSIDER TRANSACTIONS AND FID APPROVAL FOR THE ANDALUSIA PROJECT All else equal, higher natural gas prices make electrolyzers (green hydrogen) much more attractive. The […]
Hedge Fund / Buy-side Research: Honda Motors, introduction to solid state batteries and motorbikes
Honda Motors is becoming a motorbikes Manufacturer with a side of cars. Few realize Honda has an edge in solid state battery manufacturing with its precision roll-press manufacturing capabilities. Manufacturability is far more important than “lab energy density” WATCH 📺 the link HERE we introduce the questions surrounding solid-state batteries and what is at stake. […]
Hedge Fund / Buy-side Research: JD.com obliterating competitors in cost of acquisition of customers.
JD.com – Why is the regulator launching an antitrust probe of excessive competition (predatory pricing)? JD is obliterating its competitors in cost of acquisition of customers. Comparing incremental marketing expenses with incremental sales at $JD, $BABA, and Meituan. Data don’t lie WATCH 📺 the link HERE In this episode we the reason behind the difference […]
Thyssenkrupp Nucera introduction
SYNTHESIS Sometimes a very extensive amount of readings can be boiled down to a very FEW crisp data points. A Few datapoints to highlight a clear direction WATCH 📺 the link HERE Sometimes a very extensive amount of readings can be boiled down to a very FEW crisp data points. Today we are going to […]