Toni's Substack
ToniMy personal Substack, just notes.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 28 | Founded | 3 years ago | Last Issue | a month ago |
| Active | |||||
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stellarium.substack.comLatest Issues
Mobile Infrastructure Corp. (NASDAQ: BEEP)
1. Introduction
Market Cap. ~$US75M
EV. ~ $US280M
BEEP is an owner-operator of parking facilities in the United States.
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35 parking facilities across 18 US markets as of Q1 2026.
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13,200 parking spaces
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4.6 million square...
Rex Concepts (REXA.WA)
Introduction
REX.WA
Market Cap. ~PLN 1.2B (~ €280M)
Rex Concepts is a Quick Service Restaurant (QSR) operator in Central Europe, who owns the exclusive rights to operate Popeyes and Burger King Restaurants in Poland, Czech Republic and...
Euro Manganese Inc. (TSXV-EMN)
Written on March 11, 2026.
Summary
Market Cap. ~C$30M
EV. ~C$50M
- EMN.V currently owns 100% of the Chvaletice manganese(Mn) project in Czech Republic, which is the only sizable, classified resource of manganese known in the Europea...
Scandinavian Astor Group AB (publ) NGM-ASTOR
Introduction
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Profitable Swedish roll-up company focused on acquiring niche, defense-related companies.
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Three business divisions with positive tailwinds from defense spending in the nordics and broad NATO countries: Astor Industr...
Overview of three Tin (Sn) development projects
5/1/2026
The metal that ‘glues’ everything…
Personally, I like those macro themes that involve supply disruptions of essential commodities. Most commodities have been given for granted for years, but as re-shoring and resource national...
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| Subscribers | Engagement | 62 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
Value investing, lifting stones & finding stocks.
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