Antarctic Circle Capital

Antarctic Circle Capital

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#12 Asymmetric Options Trade: Betting on a 0% Growth, Cash-Burning Laggard
This will probably be my most unappealing write-up, but this is why it is so appealing to me:
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#11 Growing at 43% CAGR Since 2017: A Play on Saudi Arabia’s Vision 2030
The next big thematic: Saudi Arabia
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#10 Unloved, Uncorrelated, and Asymmetric: The Overlooked Trade with 3x Potential
In today’s thesis you will find:
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#9 Lower Inflation, Slower Growth, and Rising Uncertainty
Contrarian Play to shine in 2025
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#8 Counter-Drone Tech Stock Growing 50%+
Growth: Counter-drone technology revenues growing +50% YoY.
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#7 Event-Driven LiDAR Play: Trading at Just 1.99x 2028 P/FCF
An Overlooked Contract with Massive Growth Potential Ahead
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#6 Energy Stock Set to Return 50% CAGR as AI Drives Energy Demand Higher
Actionable idea trading at a fordward 3.6x p/fcf
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#5 High-Growth, High-Quality Hollywood Company with 5x Potential: Trading at Multi-Year Lows
Crucial for Major Productions, Yet a Small Fraction of the Total Cost
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#4 Former SPAC with 10x Potential: Now Profitable and Growing at 37% CAGR
Poised for Growth and Built to Weather Economic Storms
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#3 Nanocap Asymetric investment trading at 2.5x EV/EBITDA
Potential NET-NET Stock: Unlocking Value from the Sale of Hidden/Impaired Assets
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Howard Hughes $HHH Seaport Spinoff: Is It a Low Risk Opportunity?
Spinoff and rights offering special situation
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#2 Real estate player at 0.11x P/S and 10x potential
Seizing the real estate opportunity at a historic market low with a cheap company
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