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Company: Rockpoint Gas Storage, Inc. Author: Keith Dalrymple

Rockpoint Gas Storage: Cyclical Wolf in YieldCo Clothing - DF Research

Brookfield is accused of using RGSI’s IPO to exit at peak cycle while 80M shares remain locked pending California approval.

Jun 18, 2026 8 min read
Ticker: ASTC Company: Astrotech Corporation

$ASTC: Five Pivots, $262M Lost, and an Unaccountable CEO - Fugazi Research

ASTC’s lunar pivot, low cash runway, and dilution overhang raise fresh financing and governance concerns.

Jun 2, 2026 8 min read
Company: Czechoslovak Group a.s. Author: Hunterbrook

Hunterbrook: Europe's Biggest Defense IPO Omitted a NATO Factory Suspension, a €1.4B Minority Buyout Demand, and Evidence That 80% of Ammunition Revenue Comes From Sourcing, Not Manufacturing

CSG raised €3.8B at a €25B valuation selling a modern ammunition manufacturer story — but subsidiary filings suggest only ~€524M of its €2.5B in 2024 ammo revenue can be explained by its own factories, with the rest sourced externally or recommissioned

May 4, 2026 9 min read

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