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Antarctic Circle Capital's avatar

I found the company a month ago and I am writing an article about it. Soon I will publish it. Very interesting company from every point of view. It is trading at an immense discount to net net and cash from operations going positive should be a huge catalyst for enthusiasm to kick in. At least, a great margin of safety at these prices.

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Wardwoise's avatar

Does anybody have a copy of the short report?

I am an Anexo shareholder since last summer and I have spent a lot of time rechecking my thesis (and sanity) on this one as it is a large position for me. So if anyone wants to reach out and discuss the business (and perhaps more importantly, the accounting entries) do so via PM.

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