Montgolfier Research
Semper Sursum (Always Upward)
Featured Research
Digipower Technologies (NYSE American: DGXX)
Montgolfier Research — Research Thesis
Key Takeaways
- Binary valuation inflection expected Q1 2026
- Contract confirmation likely triggers re-rating from ~2x to ~8x EV/Revenue
More Research
Uranium — Market Research
The 2026 squeeze and the structural reset
Key Takeaways
- 2026 timing mismatch: mines slow, utilities forced to replace fuel
- Two forces: nuclear renaissance (structural) + mechanical squeeze (procurement)
Venezuelan Oil — Market Opportunities
Market Opportunities provided by Montgolfier Research
Key Takeaways
- Regime shock changes direction, not constraints
- Upstream is slow/CapEx-heavy; logistics + refining reprice earlier
MGO Global Inc. (MGOL)
Merger Opportunity — Due Diligence Report
Key Takeaways
- MGOL merging with Heidmar Inc. valued at $300M; MGOL shareholders projected to own $18M equity
- Current MGOL market cap ~$10M vs $18M equity value = potential 80%+ upside
Sonoma Pharmaceuticals (SNOA)
Due Diligence — Gross Undervaluation Play
Key Takeaways
- Potential catalyst: Press release expected following 8K notice on new US distribution agreement
- Gross undervaluation: Negative enterprise value of -$463,000 despite strong Q3 2024 growth
FibroBiologics (FBLG)
Due Diligence — Catalyst Play with Institutional Backing
Key Takeaways
- BlackRock purchased $2,871,952 worth of shares at ~$2.20 — major institutional confidence signal
- Upcoming catalyst: Investor conference Feb 10-11 with 'research & development updates'
Lexicon Pharmaceuticals (LXRX)
Due Diligence — Phase 2b Catalyst Play
Key Takeaways
- Phase 2b topline data for LX9211 expected between Feb 18 - March 31, 2025
- Previous catalysts drove 40-50% stock price appreciation
About Montgolfier Research
At Montgolfier Research, our mission is to uncover undervalued companies on the verge of transformative growth. Inspired by the pioneering spirit of the Montgolfier brothers—who soared when others stayed grounded—we conduct rigorous, in-depth research to spotlight hidden gems poised for major catalysts. By sharing our findings ahead of crucial market moments, we empower you with compelling information to explore new opportunities.