Toni's Substack
ToniMy personal Substack, just notes.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 25 | Founded | 3 years ago | Last Issue | 4 months ago |
| Active | |||||
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stellarium.substack.comLatest Issues
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...
($MARS.L) MARSTON'S PLC
Context
The U.K market is having a hard time appealing to investors. At least in the small cap space. And more accurately, small caps from the ‘old economy’ (chemicals, industrial manufacturing, building products). But with a bear market...
(RHI.AX) Red Hill Minerals Limited
Market Cap. ~A$250M
EV. ~A$190M
Shares outstanding. 64.2M
Royalty Revenue (FY25) A$11.8M
Summary
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Cash Flow positive junior royalty company with multiple exploration assets.
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RHI recently has diversified its portfolio acquiri...
Public Property Invest ASA
Public Property Invest ASA
(OB-PUBLI)
Currency: NOK
Market Cap. ~ 8.7B NOK
EV. ~15B NOK
FY24 Rental Income. ~660M NOK
Q2 25 Total lettable area. ~600k sqm.
Context
PUBLI is a real estate company...
Key Facts
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| Subscribers | Engagement | 68 | 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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