Latest Research
In-depth investment research and analysis
AI Infrastructure / Data CentersEvent-driven thesis
Digipower Technologies (NYSE American: DGXX)
Montgolfier Research — Research Thesis
Released: December 23, 2025Ticker: DGXXRead time: 25 min read
Key Takeaways
- Binary valuation inflection expected Q1 2026
- Contract confirmation likely triggers re-rating from ~2x to ~8x EV/Revenue
Commodities / EnergySector thesis
Uranium — Market Research
The 2026 squeeze and the structural reset
Released: January 9, 2026Read time: 30 min read
Key Takeaways
- 2026 timing mismatch: mines slow, utilities forced to replace fuel
- Two forces: nuclear renaissance (structural) + mechanical squeeze (procurement)
Market OpportunitiesSector thesis
Venezuelan Oil — Market Opportunities
Market Opportunities provided by Montgolfier Research
Released: January 9, 2026Read time: 20 min read
Key Takeaways
- Regime shock changes direction, not constraints
- Upstream is slow/CapEx-heavy; logistics + refining reprice earlier
Merger ArbitrageEvent-driven (Short-term)
MGO Global Inc. (MGOL)
Merger Opportunity — Due Diligence Report
Released: January 31, 2025Ticker: MGOLRead time: 15 min read
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
PharmaceuticalsEvent-driven (Short-term)
Sonoma Pharmaceuticals (SNOA)
Due Diligence — Gross Undervaluation Play
Released: January 31, 2025Ticker: SNOARead time: 12 min read
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
BiotechnologyEvent-driven (Short-term)
FibroBiologics (FBLG)
Due Diligence — Catalyst Play with Institutional Backing
Released: February 6, 2025Ticker: FBLGRead time: 15 min read
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'
PharmaceuticalsEvent-driven (Short-term)
Lexicon Pharmaceuticals (LXRX)
Due Diligence — Phase 2b Catalyst Play
Released: February 13, 2025Ticker: LXRXRead time: 20 min read
Key Takeaways
- Phase 2b topline data for LX9211 expected between Feb 18 - March 31, 2025
- Previous catalysts drove 40-50% stock price appreciation