Monday, November 7, 2016

Tecnoglass: A Deep Value Colombian Company Offering 82% Upside


High dividend yield of 4.6%.
Just finished its investment for medium term growth, i.e. low capex intensity going forward.
High margin of safety, at zero growth, 16% upside with a potential to increase by 125%.
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Why I Believe Highpower International Revenues Should Surprise In The Coming Year

Electric vehicles and smartphones should keep the demand for lithium batteries high for the next 15 years. Lithium and cobalt prices a...