EVENTS:   Best Equity Short Ideas Conference Call 12 - Zach Shannon/Corto Capital Advisors & Craig Huber/Huber Research Partners & Thomas Beevers /Forensic Alpha & Ed Steele/Iron Blue Financials & Bill Campbell/Paragon Intel - 12 Nov 25   Will AI Deflate the World? Macro Lessons from Three Industrial Revolutions and China - Manoj Pradhan/Talking Heads Macro - 13 Nov 25     ROADSHOWS: Forest Products Sector Equity and Commodity Research With Expertise in Distressed Debt - Kevin Mason /ERA Research   •   London   12 - 14 Nov 25       Buyside to Buyside Forum and Expert Calls across TMT, Consumer, Healthcare and Fintech - Andrew Peters /Revelare Partners   •   London   17 - 19 Nov 25       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   17 - 19 Nov 25      

Fortnightly Publication Highlighting Latest Insights From IRF Providers

Company Research

Storm Research - Japan Small Cap Conference: 28th Sept - 1st Oct

Storm Research

A small selection of high growth, high return, uncovered companies that Storm Research believes can make the journey from small to mid to large cap. It is a unique list, encompassing a broad spectrum of models, from regenerative medicine to waste disposal & energy cost management to DX facilitation.

Companies presenting: CareNet (2150); WILLs (4482); CellSource (4880); Midac (6564); LTS (6560); Sun* (4053); gremz (3150); & MSOL (7033).

Click here to register.

Edition: 119

- 17 September, 2021


Midac (6564)

Industrials

Storm Research

Despite featuring in the top 3 Storm Recommended List performers for the 4Q20 (+37%) & 1Q21 (+63%) the stock continues to go up. Why?

i. It is a high quality business with excellent management and significant long term growth potential.
ii. Storm exclusive coverage means the discovery factor is high.
iii. Japan’s waste market supply/demand is tight and getting tighter.
iv. A swathe of ESG related funds own Daiseki, yet none of them own Midac, despite it being a higher quality business with better growth prospects.

Edition: 109

- 30 April, 2021