Henry Viola-Heir

htviolaheir.bsky.social

24 September 2026 10:07

Judges Scientific (#JDG) H1 results are ugly. ❌️ Revenue -21% ❌️ Adjusted PBT -75% ❌️ Adjusted EPS -72% ❌️ Net debt higher And yet full-year guidance is unchanged. That makes the recovery in orders the most important number in today’s update.

X-Trapnel

x-trapnel.bsky.social

24 July 2026 07:37

This on top of the Belgian fraud enquiry makes the stock a big risk IMHO.

inv1000

inv1000.com

20 July 2026 16:55

Feel this. But 'margin of safety' on a mortgage servicer is slippery - the book is mark-to-model, so the discount partly reflects what the model won't admit. Averaging down only works if the dividend that justifies whole thesis survives the refi wave. The knife may have a handle you can't see.

FX Engineer

fxengineer.bsky.social

15 July 2026 11:30

Balance sheet repair at this scale tends to shift the driver set. Once leverage falls below 1x, macro sensitivity often overtakes sector-specific flows.

Positioned

positioned.bsky.social

11 May 2026 08:46

Interesting points. Based on recent institutional filings, the average purchase price for institutions was $4.49, meaning it's currently trading at a 16.5% discount to their average entry. A total of 306 institutional firms hold positions.