BSFFF News and Press, Basic-Fit N.V. From 04/26/23

2023-04-26 04:16:00 ET Summary Our biggest success story was Alphawave Semiconductor Group plc with +9.7%. The current portfolio consists of 15 stocks and a minor cash portion: a leftover from building up positions, which will be invested in the coming days. While many are spo...

2023-03-17 14:11:43 ET Basic-Fit N.V. press release ( OTCPK:BSFFF ): FY Revenue of €794.8M (+133.3% Y/Y). Operating profit of €55.5m For further details see: Basic-Fit N.V. reports FY results

2023-03-13 14:27:07 ET Basic-Fit N.V. (BSFFF) Q4 2022 Results Conference Call March 13, 2023 9:00 AM ET Company Participants Richard Piekaar - Head, IR René Moos - CEO Hans van der Aar - CFO Conference Call Participants Robert Vos - ABN AMRO ...

Summary 1 Main Capital is a long-biased investment partnership that invests primarily in high quality, attractively valued, growing businesses. For the fourth quarter, 1 Main Capital Partners returned 12.2% net of fees and expenses. For now, the possibility of a soft landing still a...

Summary Basic-Fit was the rare situation this year. Basic-Fit stock became an easy sell, with shares declining nearly 50% from peak to trough. Recent data indicates that Basic-Fit is responsible for roughly a staggering 85% of incremental new unit capacity. As growth inflects, B...

Summary Greystone Capital is a long only, equity focused Registered Investment Adviser located in West Chester, PA. The firm utilizes a fundamental research process in order to build a concentrated portfolio of high conviction investments. During the fourth quarter of 2022, returns for ...

Summary Basic-Fit operates low-cost gyms in Western Europe. Basic-Fit has a far stronger barrier to entry than the market thinks. Basic-Fit is very modestly valued, which makes the stock's risk/reward attractive. Catalyst for the thesis is strong revenue and earnings growt...

For the second quarter, 1 Main Capital Partners returned (18.3)% net of fees and expenses. For the first half, the Fund returned (27.7)% net. Our holdings have not been spared from the unwind, despite their reasonable valuations and relatively strong fundamental performance to thi...

Basic-Fit released their FY21 results in March which reflected a number of very positive developments. I continue to believe the path to 2,000 clubs by 2025 remains feasible, which will result in significant free cash flow generation. Despite the negative headlines, the last three...

During the second quarter of 2022, returns for separate accounts managed by Greystone Capital ranged from -19.8% to -30.1%. The median account return was -22.8%. Year-to-date, the median account return. I discuss the path forward including how behavior can serve as the best defense du...