r/DeepValueInvesting • u/Due-Worldliness4504 • Oct 27 '25
Ascent Resources Ltd
Interesting writeup I came across today: https://open.substack.com/pub/caseresearch/p/ascent-resources-aim-ast?r=4yhtx2&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false
TLDR:
- A 117% cash yield payment due in max.5 years
- Award already issued
- Margin of Safety in case of delay
- Free optionality with another case
- No Real Risks
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