$PLAYMATES TOYS(00869)$  Playmates disclosed a positive profit alert this morning. They are calling for HK$347m of revenue (vs. HK$267m YOY) and Net Income of HK$87m (vs HK$1.4m YOY). There is some noise in the profit number relating to their treasury investments which, if excluded, would move things to some ~HK$72m vs. HK$28m YoY. The revenue increase and the adjusted profits increase are attributable to the initial shipments for the TMNT movie. The toys hit shelves June 25th while the movie was released August 2nd. Not a ton of money yet but it does demonstrate the earnings leverage in the business and is a good sign given (i) the movie was more than a month away at period end and (ii) this business is typically seasonal [2/3rds of revenue

$PLAYMATES TOYS(00869)$ With the new movie coming soon and the nice reviews about it, the huge cash held compared to the market cap, this can be a good opportunity. Worth have a look!

$PLAYMATES TOYS(00869)$ Paramount Pictures confirms the sequel to “Teenage Mutant Ninja Turtles: Mutant Mayhem” from director Jeff Rowe will hit theaters on Oct. 9, 2026.

$Paltalk Inc.(PALT)$  8th April Palt vs Cisco. To be crystal clear, we are not saying Paltalk is going to win a billion dollars in this trial. They might not win at all. But the reality is they absolutely could and a billion dollars would still be less than half the amount awarded in patent infringement actions in this courtroom over the last few years. The last company of Paltalk’s size (VLSI) that enforced a patent against a company of Cisco’s size (Intel) in this same courtroom won $2.1 Billion in 2022. And the last Paltalk-sized company that sued Cisco won a judgement of $2.7 Billion. So again, it would not be so extraordinary for a company of Paltalk’s size to win a billion dollar verdict against a company of Cisco’s size. What is extrao