RE: Castle and Rosie yet again26 Mar 2026 09:56
Good post blazer
"SYME now sits directly in the flow of:
• Italy’s new SME securitisation law unlocking € billions
• Active inventory monetisation already being deployed (not theory)
• TEKNE supply chains tied into defence production
• Funding structures that are asset-backed, not speculative fluff
And BURU? It’s not about where it was — it’s about where it’s positioning:
defence manufacturing, blue laser tech, TEKNE acquisition, US + NATO exposure.
You call fundamentals “shocking” — I call it early-stage transition before revenue inflection.
Markets don’t reward comfort… they reward positioning before the numbers hit.
Of course everyone should do their own due diligence — but I’d suggest others take drive-by negativity from low-conviction posters with a pinch of salt."
"Low conviction" lol. Considering recent news and Legal changes it's a low price ...for punt.