Archive - Alpha Ark

Uranium Energy Corp (UEC) - Uranium Growth Story at a 54% Discount

Rapidly Growing Uranium Miner Set to Benefit From Decade-Long Tailwinds

Jul 12 •

and

Uranium investor

Drone Defense Disruptor Set to Undercut Competition by 12x Lower Prices

Direct Energy Weapon Provider Set to Dominate Anti-Drone Warfare

Jul 1 •

June 2025

Rockhopper (RKH.L) - O&G Growth Story for 17 Cents on a Dollar

Under-the-Radar Offshore Development in the Heart of Falkland Basin

Jun 16 •

Bowim S.A. (BOW.WA) - Polish Net-Net with New Cycle Brewing

Potential Ukraine Peace Deal Play with 63% Insider Ownership, Trading at 76% NCAV, 0.5x P/TBV and 2x EV/EBITDA

Jun 2

March 2025

Natural Gas Monopoly with Avalanche of Catalysts for 7x P/E

5x Utility Play with Growing Insider Ownership

Mar 26 •

Superior Industries (SUP) - 13x Turnaround Play

Market Leader Turning Cash Flow Positive: Attractive Risk-Reward

Mar 17 •

February 2025

El Al (ELAL) - 3x EV/EBITDA for the Most Profitable Airline in the World

Playing Israel Rerating Through the Cheapest and Most Profitable Airline on the Market

Feb 19 •

#2 Equity Update

Explore updates on our thesis for INPST.AS, ALCO, SKYH, CCL, VLE.TO, GM

Feb 4 •

January 2025

Valaris (VAL) - Multibagger Upside at 16 Cents on a Dollar

Playing the Next Offshore Drilling Cycle with Extreme Downside Protection

Jan 31 •

Valeura Energy (VLE.TO) - Thesis Update

After 20% stock appreciation, operational and financial updates, 2025 guidance release, and changes in macro, we take a fresh look at Valeura

Jan 20 •

InPost (INPST.AS) - Undervalued Delivery Disruptor

How a Small Polish Business Revolutionized Last-Mile Shipping

Jan 13 •

Alico (ALCO) - Asset Play Unlocked in a Historic Divesture

After a century in business, Alico will sell its real estate, expecting proceeds that dwarf its current market valuation...

Jan 7 •

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