Florian Buschek @FBuschek Twitter profile

Last Seen Profiles

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@JUNMINPUNYAKU

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@kayyn29

@robson_smj

@jandakembangstw

@robertarail

Florian Buschek

@FBuschek

2 months

Here is why I think Intermap Technologies $ITMSF is a fat pitch and why I made it a top position. First of all, the company announced a big contract in Indonesia and issued guidance of $16-18M with 25% EBITDA margin. Based on that it is cheap already

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Florian Buschek

@FBuschek

3 years

#uranium $VMRSF $VMY

Vimy - One Of The Best Ways To Play The Upcoming Uranium Bull Market (OTCMKTS:VMRSF)

Vimy's Mulga Rock project is significantly derisked and provides multiples of upside if uranium returns to a sustainable price. The project has a high likelihood of getting into production.

seekingalpha.com

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Florian Buschek

@FBuschek

4 years

Helicopter Money: a Necessary Response in a COVID-19 World Great discussions. Especially the second panel with @economistmeg @Frances_Coppola @ericlonners @MESandbu was interesting.

Helicopter Money: a Necessary Response in a COVID-19 World

Leading commentators have called for policy makers to embrace helicopter money in their attempts to stabilise the economy. Others argue that helicopter money...

www.youtube.com

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Florian Buschek

@FBuschek

2 years

Geodrill: Highest Quality And Cheapest Driller For The Commodity Boom $GEO.TO $GDLLF

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Florian Buschek

@FBuschek

1 year

$PESI Heartland Advisors sold all year in size, imagine where the stock would be without that, On the flip side, around $13 we are getting into R2K territory causing some large forced buying. $20 would come fast and even justified on fundamentals.

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Florian Buschek

@FBuschek

13 days

Intermap Announces Strategic Partnership with Aon ... Intermap’s fastest growing segment as monthly recurring and repeating revenue grew at a compound annual growth rate over 35% since 2021.... accounts for over 25% of the Company’s projected 2024 revenue

Intermap Announces Strategic Partnership with Aon

Global impact forecasting partnership enhances underwriting, risk management and portfolio modeling...

www.globenewswire.com

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Florian Buschek

@FBuschek

12 days

$LCFY looks ready to run again! (Disclosure: talking my book, it's my biggest position)

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Florian Buschek

@FBuschek

2 months

$LCFY has exhausted the previous ATM on the recent spike. The new one is most likely not necessary since Q4 should be profitable and the cash raised (ca $600k) should be well sufficient while giving us additional safety. I think Q4 was fantastic and expect a preannouncement.

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Florian Buschek

@FBuschek

5 years

Epic Kuppy threat with lots of interesting names and thoughts.

Kuppy

@hkuppy

5 years

I’m amazed at how many small growing profitable companies trade for less than working capital or for less than 5x FCF. Its one of the strangest pricing environments I can remember. also amazed at how most of these keep declining for the past 2 years as small cap gets liquidated

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Florian Buschek

@FBuschek

4 years

Money Is Not Created Out of Thin Air Great essay by @michaelxpettis

Michael Pettis: Money Is Not Created Out of Thin Air

A recurring conversation I have with clients concerns the ability of banks to create credit, and of governments to monetise debt, and whether this ability [...]

cfi.co

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Florian Buschek

@FBuschek

5 years

@hammerinvesting @contrarian8888 @CruxInvestor That's exactly what uranium twitter needs! A healthy debate between two rational minds.

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Florian Buschek

@FBuschek

1 month

@AndrewRangeley $LUNA Biz with mgmt transition and accounting issues (probably rev recognition, maybe a bad acquisition). Getting sold NOW. Recent credit agreement requires a definitive agreement by Sept 30 (otherwise default)

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Florian Buschek

@FBuschek

1 year

$META presenting with tiny $BWLKF..... nothing to see here, move along

Florian Buschek

@FBuschek

1 year

$BWLKF

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Florian Buschek

@FBuschek

5 years

$EAF GrafTech International Ltd Acquirer’s Multiple of 4.92 Mohnish Pabrai: 4,123,538 shares Cliff Asness: 2,012,305 shares Donald Yacktman: 1,535,754 shares Joel Greenblatt: 909,066 shares Ken Griffin: 208,273 shares Chuck Royce: 71,004 shares

Acquirer’s Multiple®

@acquirersx

5 years

TAM Stock Screener – Stocks Appearing In Pabrai, Greenblatt, Griffin Portfolios

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Florian Buschek

@FBuschek

3 years

@kevinmuir @PatrickCeresna @TheMarketHuddle any chance you can get @dampedspring on the show? If you go through his timeline, his calls are consistently spot on and his explainers are amazing. I guess he would also have tons of fun stories.

Andy Constan

@dampedspring

3 years

Is it time to reverse my max bullish stance on SPX - a thread. Tl;dr No! Every discretionary trading bone in my body is saying "Andy awesome call let's flip to the dark side. 400 handles. Unbelievably overbought on greed, RSI, any metric really. Technicals bouncing up against

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Florian Buschek

@FBuschek

5 years

@kevinmuir @PatrickCeresna @SethLevine2 It was Ed Thorp, who came up with options pricing before Black–Scholes.

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Florian Buschek

@FBuschek

2 years

@AltaFoxCapital $PESI nuclear waste clean up business turning around. Incredible moat, concentrated industry and if they get the Hanford contract they will be bought out.

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Florian Buschek

@FBuschek

3 years

Please join the Breakout Investor @BreakoutInvestr community for a Call with Management – Boardwalktech $BWLKF $BWLK.V @Boardwalktech Tuesday August 10, 2021 at 3:15 CDT

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Florian Buschek

@FBuschek

20 days

$ITMSF it's actually quite funny. My first due diligence was to make sure the company is real and the Indonesian contract is real. At this stage, not only is everything real but we have the validation of the Unites States Air Force! And big way in a $1B program.

Breakout Investors

@BreakoutInvestr

21 days

$ITMSF 🔥🔥🔥 @FBuschek has kept our community #aheadofthecurve on this name for quite some time now. It just keeps getting better! 💪

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Florian Buschek

@FBuschek

4 years

Summer Infant (SUMR) – A Simple Deleveraging Story (SUMR)

Market Cap: $19M with shares outstanding of 2.1M. Enterprise Value (MC + Net Debt): $63 M with additional lease liabilities of $4.3M.

seekingalpha.com

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Florian Buschek

@FBuschek

3 years

$DMIFF $DMI.V monster volume on Friday that surely has cleaned out all the sellers. Breaking through several moving averages as well now. This winner is going to keep winning.

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Florian Buschek

@FBuschek

1 month

$NXGL great discussion going on here.

Sam McColgan

@sammccolgan

1 month

@TheRealDavey2 @LogicalThesis @FBuschek and @KyleAdamsStocks made great points, which I don't need to rehash. You're not wrong, and I'd love to see organic growth of the existing business pick up. I think there will be a bump driven by cross-selling opportunities and so forth. That said, here's why I'm

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Florian Buschek

@FBuschek

3 years

@ThomasBraziel 1 $DMIFF 2 $DMIFF 3 $TFFP

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Florian Buschek

@FBuschek

2 years

Notes from a private call with $LCFY mgmt here

Florian Buschek

@FBuschek

2 years

$LCFY is my new pick. We had the CEO for public presentation yesterday. It was really good and massively bullish

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Florian Buschek

@FBuschek

1 year

$PESI Earnings call today was absolutely insane. Even I was positively surprised. @aarondwarwick Had great questions among others.

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Florian Buschek

@FBuschek

5 years

@hiddensmallcaps @patrick_oshag @TheMarketHuddle @ritholtz @tseides @TheStalwart @investing_city , investing with legends @Columbia_Biz , @DavidBeckworth , @BobbyKKraft , @FocusedCompound , @Greenbackd @AndrewRangeley @SmithWeekly @EricSchleien

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Florian Buschek

@FBuschek

2 years

"We are a freight train that is full-blown pedal to the metal rolling right now" $BWLKF

Boardwalktech Software: Helping Enterprises Get Control of All their...

My guests on the show today are Chairman and CEO, Andrew Duncan, and CFO and Director, Charlie Glavin, at Boardwalktech Software Corp. (TSX-V: BWLK) (OTCQB: ...

www.youtube.com

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Florian Buschek

@FBuschek

1 year

@BreakoutInvestr $LCFY very high margin and ultra scalable business with great technology and massive opportunities in front of them.

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Florian Buschek

@FBuschek

1 year

$BWLKF

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Florian Buschek

@FBuschek

8 days

@HimmyJTheGoat spotted in the wilderness...

Himmy Junior

@HimmyJTheGoat

8 days

There is a lot of noise on this app so following the right people is very important in my opinion as it has improved my performance considerably. 10 accounts I have found great value in this year. I recommend giving them all a follow 👌 @KyleAdamsStocks @sammccolgan

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Florian Buschek

@FBuschek

3 years

@ThomasBraziel Absolutely

Breakout Investors

@BreakoutInvestr

3 years

$DMIFF - Breakout Investors 10-Minute Podcast @ScottShuda009 and @FBuschek discuss Diamcor, a Canadian diamond mining company, in regards to its future value and alliance with luxury retailer Tiffany & Co. Diamond in the rough?

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Florian Buschek

@FBuschek

8 months

@PaulAndreola $SPN $SNIPF Snipp is now for the first time becoming sustainably profitable while maintaining solid growth.

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Florian Buschek

@FBuschek

16 days

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Florian Buschek

@FBuschek

5 years

@ArtkoCapital @Greenbackd @mjmauboussin You won't be disappointed

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Florian Buschek

@FBuschek

1 month

@AndrewRangeley Nobody is paying attention to this. $LUNA I can make my write up available if you'd like to read

Why LUNA just got REALLY interesting

I have been talking about LUNA previously and the thesis in a nutshell has been that this is a solid business that ran into accounting issues mostly related to revenue recognition and thus being...

breakoutinvestors.substack.com

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Florian Buschek

@FBuschek

3 years

Our call with $BWLK.V $BWLKF CEO Andy Duncan and CFO Charlie Glavin is available for replay now

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Florian Buschek

@FBuschek

20 days

@HimmyJTheGoat Pro forma market cap is way higher though if you account for the mezzanine equity and warrants

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Florian Buschek

@FBuschek

4 years

Such a great podcast by @investingcast @EricSchleien with Rafael Resendes. Comparison of Apple's and Exxon's assets is one example discussed, if you don't adjust for inflation it makes no sense.

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Florian Buschek

@FBuschek

3 years

@ThomasBraziel $GAIA is extremely cheap and exceptionally well run. Management never disappoints and has a firm grip on the biz. At least a double.

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Florian Buschek

@FBuschek

10 days

@LogicalThesis @KyleAdamsStocks Profitable soon and a pipeline full of contracts, a very engaged CEO and a technology that works. Clean balance sheet.

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Florian Buschek

@FBuschek

3 years

$DMIFF

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Florian Buschek

@FBuschek

2 years

Little bike tour in crazy good weather

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Florian Buschek

@FBuschek

2 months

Really great write up from @sammccolgan $VISL ticks a lot of boxes so I have been buying already. Revenues growing, margins going higher, software and recurring revenue increasing... fantastic combination AND the stock is trading below cash!

Sam McColgan

@sammccolgan

2 months

This week I finished an investor report on Vislink $VISL. After giving our community members a sneak preview, I'm now sharing this publicly. Check it out and let me know what you think! Here's a taster: "VISL is cheap—really cheap. It’s trading at 0.4x sales. It has a negative

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Florian Buschek

@FBuschek

1 year

Strongly recommend revisiting the $PESI transcript. You even get my highlights for free....

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Florian Buschek

@FBuschek

4 years

@dopamine_uptake @hareng_rouge @agnostoxxx @ErnestWongBWM @33alhee @Fritz844 @ecommerceshares @TheRealDavey2 @profplum99 Just look at BAFIN and you know the role of stocks in Germany sigh.

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Florian Buschek

@FBuschek

1 year

NASDAQ $PESI - Permafix solutions I Stock Analysis via @YouTube

NASDAQ PESI - Permafix solutions I Stock Analysis

compelling stock in the nuclear waste treatment#PESI #stock #permafix

www.youtube.com

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Florian Buschek

@FBuschek

4 years

The best writing I found in 2020 was easily @michaelxpettis blog. There are many great insights from systems thinking and so well explained in the historical context. My favourite posts: Monetary Policy Under Financial Repression

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Florian Buschek

@FBuschek

2 years

Happy new year!

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Florian Buschek

@FBuschek

2 months

Lots more to be said and we have discussed $ITMSF in detail multiple times in our Weekly Elite Subscriber Calls. The replays are available, and I would encourage anybody wanting to get into the weeds to become a subscriber. You won’t be disappointed :)

Florian Buschek

@FBuschek

2 months

The company didn't communicate at all until recently so hardly anyone paying attention and they flagged the offering too early so that the stock came down again to the offering price after initial bounce. Our opportunity! The clearing event! $ITMSF

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Florian Buschek

@FBuschek

13 days

$ITMSF killing it!

Florian Buschek

@FBuschek

13 days

Intermap Announces Strategic Partnership with Aon ... Intermap’s fastest growing segment as monthly recurring and repeating revenue grew at a compound annual growth rate over 35% since 2021.... accounts for over 25% of the Company’s projected 2024 revenue

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Florian Buschek

@FBuschek

2 months

@KyleAdamsStocks Yep!

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Florian Buschek

@FBuschek

20 days

@sammccolgan @PipelineDataLLC @SivsPicks Those are mine as well!

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Florian Buschek

@FBuschek

4 years

@TheMarketHuddle @kevinmuir @PatrickCeresna @JulianKlymochko Great show guys. Since Morris Sachs talked about growth in the money base here is a brand new paper showing that the correlation to inflation is not as tight as claimed in the past and it has some interesting facts about velocity (ies)

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Florian Buschek

@FBuschek

1 year

Florian Buschek

@FBuschek

1 year

$PESI transcript with my highlights. Unbelievably good call.

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Florian Buschek

@FBuschek

6 years

@Fahy_Co Energy Fuels will be a big winner in 2019. With or without uranium taking off.

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Florian Buschek

@FBuschek

16 days

@KyleAdamsStocks I'm covered,😃

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Florian Buschek

@FBuschek

2 months

The rest of the biz is also booming. Intermap is sitting on tons of data useful for insurances, governments, telcos, aviation etc. Not gonna put numbers on it but the CEO said even without Indonesia the biz will be successful. So your risk is very low, only uncertainty is high.

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Florian Buschek

@FBuschek

1 month

@TheRealDavey2 @LogicalThesis @TheRealDavey2 thanks for pointing this out. I will fully admit that I overlooked the noncontrolling interest adjustment for the JV. But, as @KyleAdamsStocks has pointed out, it doesn't really change the thesis. Sure, if you strictly look at organic growth, it ain't impressive.

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Florian Buschek

@FBuschek

8 days

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Florian Buschek

@FBuschek

2 months

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Florian Buschek

@FBuschek

3 years

$DMIFF The Company announced it had resumed work on its pre-COVID-19 plans for a two-phase expansion of processing facilities, with the first phase aimed at doubling the current processing volumes targeted for completion by September 30, 2021.

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Florian Buschek

@FBuschek

5 months

@bauhiniacapital It really is

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Florian Buschek

@FBuschek

6 years

@GregVous @cullenroche @themacrotourist @DavidBeckworth @ProfSteveKeen is also great, depending on how deep you want to go. Probably won't help investing at some point. But especially podcast are equally entertainment and learning for me.

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Florian Buschek

@FBuschek

2 months

with a market cap of about USD 30M. Additionally in the recent offering document they guide to $25M in NTM sales so it is trading at just above 1X sales and 5 times EBITDA. That is LOCKED in.

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Florian Buschek

@FBuschek

4 years

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Florian Buschek

@FBuschek

3 years

@dampedspring @kevinmuir @PatrickCeresna @TheMarketHuddle Awesome. Looking forward guys!

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Florian Buschek

@FBuschek

3 years

@smallcapdisc Dean Taylor $DMIFF $DMI.V

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Florian Buschek

@FBuschek

5 years

Merry Christmas in German @ProfIainTodd

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Florian Buschek

@FBuschek

1 month

@AndrewRangeley White Hat Capital is the lender. They have already put in $$$ in form of a convertible last year, conversion is ca $6.7. They are running the process and own the fulcrum security. New mgmt is from National Instruments. CEO is on short term comp and got RSUs.

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Florian Buschek

@FBuschek

5 years

@Greenbackd @FocusedCompound @ArtkoCapital You guys need to have each other on your shows!

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Florian Buschek

@FBuschek

6 years

@ToddAultIII @EscobarBio Any chance you can provide a timeline at some point? The technology is great, no question.

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Florian Buschek

@FBuschek

20 days

Those are my top positions as well! $LCFY $ITMSF

Sam McColgan

@sammccolgan

20 days

@SivsPicks I'm usually not one to invest in those kinds of tight timelines. That said, $LCFY and $ITMSF both have catalysts upcoming that could cause them to triple by year's end. Downside fairly small. I have just published a writeup on ITMSF, and a short thesis on LCFY

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Florian Buschek

@FBuschek

1 year

$PESI transcript with my highlights. Unbelievably good call.

Florian Buschek

@FBuschek

1 year

$PESI Earnings call today was absolutely insane. Even I was positively surprised. @aarondwarwick Had great questions among others.

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Florian Buschek

@FBuschek

19 days

@everyonehatesp1 @BreakoutInvestr @sammccolgan What they did wrong was signalling the raise early to the market....that is why the stock came down again so hard. But I won't complain since I was able to load up cheaper.

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Florian Buschek

@FBuschek

3 years

$DMIFF

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Florian Buschek

@FBuschek

2 years

DOE's [...] plan is [...] in a grout matrix at offsite, commercial treatment facilities—either Perma-Fix Northwest [...], Perma-Fix Diversified Scientific Services in Kingston, Tennessee, or Waste Control Specialists (WCS) near Andrews, Texas, depending on the waste stream. $PESI

Florian Buschek

@FBuschek

2 years

$PESI

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Florian Buschek

@FBuschek

1 year

$PESI the final TBI WIR is published coming Monday. Huge step for PESI!

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Florian Buschek

@FBuschek

2 months

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Florian Buschek

@FBuschek

1 year

$PESI

PESI’s Group Does Not Win ITDC—So Now What?

Today, the DOE announced a newly-formed joint venture named H2C won the vaunted ITDC (Integrated Tank Disposition Contract) for Hanford.

breakoutinvestors.substack.com

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Florian Buschek

@FBuschek

5 years

@ArtkoCapital Do you read @Go_Rozen letters? Quite informative.

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Florian Buschek

@FBuschek

3 years

@ElementaryValue @NoNameStocks Still a good buy here. Although I would love @NoNameStocks cost base lol

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Florian Buschek

@FBuschek

1 year

@PaulAndreola $SNIPF $SPN.V lots of cash strategic investment at much higher share price fantastic founder CEO rapid growth with margins bottoming massive growth opportunities innovative business model

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Florian Buschek

@FBuschek

2 months

@PullTheTr1gger

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Florian Buschek

@FBuschek

5 years

@KhaiTeik Check out @StoryTrading

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Florian Buschek

@FBuschek

2 months

@sammccolgan @invest4kidsHH @BreakoutInvestr The cash is already coming in. Literally on the balance sheet!

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Florian Buschek

@FBuschek

3 years

$DMIFF $DMI.V This is ABSOLUTELY PHENOMENAL. This pricing is beyond my wildest bull case. N=1 so let's see if sustainable but oh boy. Talking to the CEO he couldn't be more excited.

Diamcor Sales Exceed $1.0M USD in First Tender of 2022, by @accesswire

KELOWNA, BC / ACCESSWIRE / February 10, 2022 / Diamcor Mining Inc. (TSXV:DMI)(OTCQB:DMIFF)(FSE:DC3A), ("Diamcor" or, the "Company") announced today that it achieved very strong results in its initial...

ceo.ca

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Florian Buschek

@FBuschek

5 years

@TravisWiedower @LongHillRoadCap @scuttleblurb @GregVous And definitely @FocusedCompound

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Florian Buschek

@FBuschek

5 years

@cigarrfimpar And tomorrow again to let it sink in.

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Florian Buschek

@FBuschek

8 days

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Florian Buschek

@FBuschek

8 months

Enjoyed talking $SNIPF on the show. Thanks for having me @PipelineDataLLC

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Florian Buschek

@FBuschek

1 month

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Florian Buschek

@FBuschek

5 years

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Florian Buschek

@FBuschek

8 days

@HimmyJTheGoat @KyleAdamsStocks @sammccolgan Thanks so much! We have different styles but you do amazing work.

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Florian Buschek

@FBuschek

5 years

@ValueStockGeek Read @Go_Rozen for good info about this

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Florian Buschek

@FBuschek

2 years

$LCFY is my new pick. We had the CEO for public presentation yesterday. It was really good and massively bullish

Call with Management - Locafy (LCFY)

Florian discusses the company LCFY with its CEO Gavin Burnett.Breakout Investors (www.breakoutinvestors.com) is an investment community focusing on microcap ...

www.youtube.com

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Florian Buschek

@FBuschek

2 months

Better yet, this covers only the first part of the One Map project in Indonesia or ca 10%. The other 90% will be World Bank funded and we expect the final go in Aug/Sept. EBITDA margins for that would be way higher than 25% due to upfront costs etc.

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Florian Buschek

@FBuschek

4 years

TIKR is an amazing collection of tools, financials, graphs, transcripts, ratios, etc etc

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Florian Buschek

@FBuschek

3 years

I am very impressed with the company and management. Downside is well covered by ValidClick alone and IntentKey could be a game changer in advertising and worth multiples of the current market cap. I took a large position.

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Florian Buschek

@FBuschek

4 years

The IMF and the crucifixion of the Greeks great post from @GeneralTheorist

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Florian Buschek

@FBuschek