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Report Archive, Page 2
12 of 242 reportsCSQR: A Future Filled with Equity Offerings? – DF Research
Keith Dalrymple says CSQR used IPO proceeds to repay $900M of debt, and warns of $355M in 2026 funding needs.
SHLS – Pelican Way Research
Pelican Way Research says SHLS's $600M MOU and TerraFlow deal rest on shaky counterparties amid weakening solar hardware fundamentals.
Degraders for Rare, Undruggable, Cancers – Two Natural Cap
Two Natural Capital examines DT2216 toxicity in fibrolamellar carcinoma and the case for degrader-based treatments.
Norway Moves To Reverse The Permits – Viceroy Research
Viceroy Research says Blue Moon Metals' Nussir permit may face Norway's Engebø-style legal defect and thin economics.
Aroundtown: Q2 Update – Viceroy Research
Viceroy Research says Aroundtown trades far below NTA as property sales, buybacks, and dividends return cash to shareholders.
Blue Moon Metals: Fully Permitted, Minus the Permits – Viceroy Research
Viceroy Research says Blue Moon Metals' Nussir mine still needs a landfill permit and faces permit and legal challenges in Norway.
Re-Built to Fail Again – Viceroy Research
Viceroy Research says Blue Moon Metals' Springer project needs $1,145/mtu tungsten to break even, far above peer assumptions.
Blue Moon Metals: License to Shill – Viceroy Research
Viceroy Research says Blue Moon Metals' Nussir permit may be unlawful, raising financing, debt, and disclosure risks.
Sivers Semiconductors (SIVE.ST): Dubious Revenue Accounting, Hollow Customer Contracts and Broken Promises of an Imminent Volume Ramp-Up Since 2018 – NINGI Research
NINGI Research says Sivers booked SEK 42.2M in sales without shipments and used accounting shifts to inflate revenue.
NVIDIA (NVDA): Short Report – Culper Research
Culper Research alleges Nvidia's China exposure remains above zero through Megaspeed, Alibaba-linked financing, and Southeast Asian rerouting.
Tarsus Pharmaceuticals (TARS): Short Report – Culper Research
Culper Research alleges Tarsus's XDEMVY growth relies on Healthwell copay funding, pharmacy steering, and a much smaller market.
SWVL: From Hype to the Slumdog Bus: A “1-Star” Third World Transit Assessment – Fugazi Research
Fugazi Research says SWVL’s August 2026 financing doubled shares, favored private buyers, and exposed a failed SPAC growth story.