Acacia Research: Undervalued Biotech Tentacles


In this research note, Formidable takes a deep dive into Acacia Research Corporation (NASDAQ: ACTG), which represents an investment opportunity in secondary private equity, as well as patent litigation (its historical bailiwick). See below for the company’s mission statement, pulled from its website.

Acacia Research: Undervalued Biotech Tentacles2021-06-28T12:46:57+00:00

Nano One Update: After the Capital Raise…


Nano One recently issued stock at $5.35 Canadian to raise a total of $25M. While we were first concerned about this decision, after speaking to the company, we feel more sanguine about the prospects for this capital. Obviously, dilution is nothing we cheer, especially as shareholders of a company without earnings currently. But the impetus behind it, per our discussion with the company, is that its customer base is demanding larger proof of concept deliverables.

Nano One Update: After the Capital Raise…2021-03-26T20:00:24+00:00

Batteries, Lithium, and Lithium Americas


Tesla’s ballyhooed Battery Day provided ominous headlines for lithium producers (and hit their stock prices). However, if you bothered to listen, it was incredibly bullish for miners as a whole, specifically for one that we think is ideally positioned to benefit from the growing demand for this critical metal. Please read the following for our take on Battery Day as well as our white paper on Lithium Americas (LAC).

Batteries, Lithium, and Lithium Americas2020-10-30T18:58:50+00:00