Alternative investment management company. Not investment advice. fairlightcapital.com info@fairlightcapital.com
Joined April 2014
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120 Photos and videos
Fairlight Capital retweeted
May 26
El análisis que llevo semanas preparando ya está disponible.
$7089.T Empresa japonesa. Poco seguida. Mucho que contar.
Si te gusta encontrar ideas antes que el mercado, este es tu artículo (link en la bio)
#Japan #TSE #SmallCap #Investing
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$BEZ.SI Beng Kuang Marine Secures Two New Life Extension Purchase Orders.
"Both purchase orders are for tank services for FPSO life extension program of two FPSOs operating in West Africa, with contract value of approximately US$13.2 million and US$15.4 million, which are expected to be executed over the next twelve months."
"Following the approval of shareholders at the Extraordinary General Meeting on 26 May 2026, the Group completed the acquisition of a 49% equity stake in ASOM on 28 May 2026, increasing the Group’s ownership in ASOM to 100%, and reinforcing its long-term strategic growth objectives."
bkmgroup.com.sg/view&id=1380
ALT Beng Kuang Group. $BEZ.SI Beng Kuang Marine Secures Two New Life Extension Purchase Orders. Both purchase orders are for tank services for FPSO life extension program of two FPSOs operating in West Africa, with contract value of approximately US$13.2 million and US$15.4 million, which are expected to be executed over the next twelve months. Following the approval of shareholders at the Extraordinary General Meeting on 26 May 2026, the Group completed the acquisition of a 49% equity stake in ASOM on 28 May 2026, increasing the Group’s ownership in ASOM to 100%, and reinforcing its long-term strategic growth objectives.
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Fairlight Capital retweeted
✅ SUNIK SYSTEM — Order Momentum Keeps Building
Attended today's NDR with the CEO.
Key takeaways:
📌 Global PoC in final stages
— piloting perovskite equipment with a leading solar company using near-mass-production scale tools.
First commercial revenue scenario in sight for 2027.
📌 Overseas subsidiary established
— laying the groundwork to capture perovskite solar manufacturing infrastructure ahead of the curve.
📌 New dry vacuum process tech
— large-area perovskite mass production via dry vacuum process, co-developing with Korea Research Institute of Chemical Technology (MOU signed).
📌 Display & OLEDoS upside intact
— large OLED new line investments ongoing.
Major OLEDoS players ramping capex. Seonik holds the #1 market share — direct global beneficiary.
$SUNIKSYSYEM $171090.KS
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May 22
May 21
JUST IN: Starbucks retires AI inventory tool across North America after it reportedly miscounted & mislabeled store items.
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Fairlight Capital retweeted
May 21
East Asia Technology. Pay no attention to that man behind the screen.
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May 18
Just finishing up on a very interesting tech stock in East Asia. Will post in a few days (see link in bio). One of the cheapest names we've found for a while. Will be interesting to see what people think. Appears to be completely overlooked outside of its native country.
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Fairlight Capital retweeted
Fairlight Capital Q1 2026 Letter: fairlightcapital.com/_files/…
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Fairlight Capital retweeted
May 4
Easy $ALLOG 16%
Logic Instrument remporte un appel d'offre auprès de la NSPA
boursier.com/actions/actuali…
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Lost and Found. An exciting tech company has been set up in Europe that is aiming to establish a niche family IoT ecosystem...
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Apr 21
The good news is starting to spread on Cematrix. $CEMX.TO
Just dropped a new podcast on Cematrix, stock quietly hitting 52-week highs ($0.54).
Breaking down the story, growth drivers, and what could come next.
youtube.com/watch?v=Re5GBcb2…
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Apr 16
🙏
Apr 16
Great execution - gotta give credit to @Fairlight_Cap for being so early in the name. I'm up over 70% on the name thanks to them.
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Fairlight Capital retweeted
$MMY $MMY.V Monument Mining Limited Part 2 is live. The numbers behind the thesis. At current gold prices, the mine generates its entire EV in pre-tax cash flow in just over a year. Zero debt. US$83M cash.
Read 👇
thevaluationdesk1.substack.c…
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How were the Romans able to build structures that have lasted two thousand years, while a lot of modern infrastructure struggles to survive more than fifty years?
An interesting, boring company learning from the past, and growing into the future.
Making this post free for the next few days…
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Mar 31
Very good write-up on Monument Mining Limited. Come for the gold price, stay for the operational execution. $MMY.V
$MMY $MMY.V
In this deep dive, we venture into the world of precious metals mining and find a gold producer that the market has mispriced for years. Zero debt. US$82M in cash. A 3.7x P/E. Part 1 is live.
Read👇(no paywall)
open.substack.com/pub/theval…
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Mar 20
Extraordinary and difficult times for the global energy market. In answer to the question: “say you had $150 Dubai over the next couple of years, what sort of additional cash would you expect?” The response from Valeura’s CEO: “almost our current EV”.
Highlight from the CEO: “We at Valeura have some of the best exposure to these high prices. All of our sales are linked to Dubai pricing…[which] in the past few days…has been US$150-160/bbl…then, on top of that you need to add our premium.”
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