When it comes to small caps, the best opportunities often lie off the beaten path — businesses that are underfollowed, underappreciated, but executing on strong fundamentals with powerful tailwinds behind them.
Hi I enjoyed the article! Do you think alvotech will dilute by 2026? They have high development costs, the Xbrane acquisition and potentially higher manufacturing costs with the tariff uncertainties despite operating only in Iceland. Would love to hear your thoughts. Thanks!
Thanks Lan! Sorry for taking so long to respond, I just noticed your comment.
According to the company, it expects to reach FCF profitability this year and doesn’t anticipate needing any additional funding. They estimate cumulative Capex from 2025 to 2028 to be around $190M (not much), and most of the development costs for the current pipeline have already been incurred.
The Xbrane acquisition was relatively small, and my only concern regarding tariffs would be sales to the U.S., but hopefully an agreement is reached soon.
i lean to Alvotech. I also like oil and gas too, but i disagree on geopolitics around Vista. Milei is deep on US camp ( does not even matter if president is blue or red ).
As so, it's too much to ask, if you could also took a peek on $ALDE ( Aldebaran Resources ) ?
Awesome write ups. Enough detail to get a basic understanding of the lay of the land for the two entities. Alvotech appears more compelling to me..not sure I am ready to get exposure to stocks that have policy/geopolitical risks..
Awesome rundown! I’m definitely more interested in Alvotech - such a compelling story to follow in a sector that piques my curiosity more so than oil/gas
Hi I enjoyed the article! Do you think alvotech will dilute by 2026? They have high development costs, the Xbrane acquisition and potentially higher manufacturing costs with the tariff uncertainties despite operating only in Iceland. Would love to hear your thoughts. Thanks!
Thanks Lan! Sorry for taking so long to respond, I just noticed your comment.
According to the company, it expects to reach FCF profitability this year and doesn’t anticipate needing any additional funding. They estimate cumulative Capex from 2025 to 2028 to be around $190M (not much), and most of the development costs for the current pipeline have already been incurred.
The Xbrane acquisition was relatively small, and my only concern regarding tariffs would be sales to the U.S., but hopefully an agreement is reached soon.
Very promising finds! I'd love to hear more about ALVO - seems like a lot of potential there.
Thanks.
Thanks for your feedback! 🤝🏻
i lean to Alvotech. I also like oil and gas too, but i disagree on geopolitics around Vista. Milei is deep on US camp ( does not even matter if president is blue or red ).
As so, it's too much to ask, if you could also took a peek on $ALDE ( Aldebaran Resources ) ?
Thanks for your feedback! I’ll take a look at it :)
Good writeup! I think Alvotech is a bit to risky for my likings. I would like to hear more about Vista
Thanks Magnus! 🤝🏻
Have been following for a while on X, I think you add a lot of value
I sincerely appreciate it!
Awesome write ups. Enough detail to get a basic understanding of the lay of the land for the two entities. Alvotech appears more compelling to me..not sure I am ready to get exposure to stocks that have policy/geopolitical risks..
Thanks a lot for your feedback Sir! 💪🏻
Awesome rundown! I’m definitely more interested in Alvotech - such a compelling story to follow in a sector that piques my curiosity more so than oil/gas
Thanks for your feedback, much appreciated! :)