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June 2025

A collection of 69 issues

Grace Therapeutics, Inc. (GRCE)

Grace Therapeutics (Nasdaq: GRCE) rebranded from Acasti Pharma and refocused on rare disease drug reformulations using the 505(b)(2) pathway. Its lead candidate, GTx-104 (injectable nimodipine for aSAH), delivered positive Phase 3 STRIVE-ON results, reducing hypotension events, improving dose int...

CASEYS GENERAL STORES INC (CASY)

Summary of Casey’s General Stores FY2025 10-K: • Business Model: 2,904 stores in 20 states under Casey’s, CEFCO, GoodStop, etc., offering fuel, fresh prepared foods (pizza, sandwiches, bakery), groceries, tobacco, lottery, and car washes. 3 distribution centers, first fuel terminal in Waco, Texa...

FARMHOUSE, INC. /NV

Farmhouse, Inc. (OTCQB: FMHS) is an emerging growth holding company pivoting from Web3 licensing to acquiring casual food & beverage brands. Revenues collapsed from $15.2 K in 2023 to $4.2 K in 2024, while operating expenses remained high at $411 K, leading to a net loss of $464 K. The company en...

SMITH & WESSON BRANDS, INC. (SWBI)

Smith & Wesson Brands, Inc. reported FY 2025 net sales of $474.7 million, down 11.4 % from $535.8 million in FY 2024, driven by weaker consumer demand and shifting product mix. Gross profit fell 19.6 % to $127.2 million, with gross margin contracting 270 basis points to 26.8 %. Operating income h...

Modular Medical, Inc. (MODD)

Modular Medical, Inc. is a pre-revenue medical device company focused on revolutionizing insulin delivery through its two-part patch pump system. In September 2024, the company received FDA 510(k) clearance for its initial MODD1 product, a slim, reusable pump body paired with 3-day disposable car...

Rocky Mountain Chocolate Factory, Inc. (RMCF)

Rocky Mountain Chocolate Factory (RMCF) is a premium chocolate franchisor, manufacturer and retailer producing proprietary confections in Durango, Colorado. The FY 2025 10-K reports: • 260 total units (2 company-owned, 141 franchisees, 107 Cold Stone co-brands, 10 U-Swirl co-brands, 3 internat...

Chain Bridge I (CBRRF)

Chain Bridge I is a Cayman SPAC formed in January 2021, raising $230 million via an IPO of 23 million units (each = one Class A share + half warrant @ $10.00) and 10.55 million private warrants @ $1.00. Leadership spans SPAC, hedge fund, and merchant bank veterans. Key events: - Nov 2021: IPO clo...

Honda Auto Receivables 2023-2 Owner Trust

Honda Auto Receivables 2023-2 Owner Trust is an asset-backed securitization vehicle formed to issue notes backed by Honda auto loans. The Trust holds diversified retail installment contracts with no obligor exceeding 10% of the pool and no external credit enhancement. Senior notes are repaid firs...

GMS Inc. (GMS)

GMS Inc. is a leading North American distributor of wallboard, ceilings, steel framing and complementary products. In fiscal 2025, net sales edged up 0.2% to $5.514 billion thanks to bolt-on acquisitions (Howard & Sons, Yvon and R.S. Elliott) and greenfield branches. Gross margin fell to 31.2% (d...

ORACLE CORP (ORCL)

Oracles FY 2025 results highlight continued cloud momentum with revenues up 8% to $57.4 B and net income up 19% to $12.4 B. Cloud & license revenues (86% of total) grew 11% to $49.2 B, led by 24% CC growth in cloud services & license support. Hardware and services revenues declined 4% each as cu...