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MGPI logo
MGP Ingredients

THE KINGDOM OF BROWN GOODS: WHY MGPI IS BEING CRUSHED BY INVENTORY & PRIMED FOR RESURRECTION

Originally Posted Dec 5 on the Woodworth Contrarian News Page Brought to you by Quinn Millegan & The Woodworth Contrarian Fund A Deep Dive Into Why the Market Is Pricing MGPI for Permanent Decline When Cyclical Recovery Is Lurking in Plain Sight MGP Ingredient’s factories in Atchison, KS & Lawrenceburg, IN - MGP Ingredients Corporate THE SETUP: MEET THE STOCK THAT FELL 75% AND NOBODY NOTICED MGP Ingredients closed at $24.70 yesterday (with a 3–6% increase intraday today). Two years ago—December 4, 2023—it traded at $91.53.
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US$40
FV
35.0% undervalued intrinsic discount
1.36%
Revenue growth p.a.
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26users have followed this narrative
EVTL logo
Vertical Aerospace

Why Vertical Aerospace (NYSE: EVTL) is Worth Possibly Over 13x its Current Price

Once again, I boldly foretell a future possibility for the years ahead. Some reading this may scoff, or may laugh and move on.
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US$60
FV
90.4% undervalued intrinsic discount
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25users have followed this narrative
ORCL logo
Oracle

The Quiet Giant That Became AI’s Power Grid

The story of Oracle’s transformation is a narrative of strategic repositioning that has culminated in the company emerging as an indispensable infrastructure partner for the world’s most demanding Artificial Intelligence (AI) workloads. This strategic shift, defined by massive infrastructure investment, a landmark partnership with OpenAI, and the rise of colossal superclusters, has driven an unprecedented surge in its contract backlog, fundamentally reshaping Oracle’s long-term growth trajectory and competitive landscape.
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US$389.81
FV
51.3% undervalued intrinsic discount
28.00%
Revenue growth p.a.
9users have liked this narrative
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48users have followed this narrative
EXN logo
Excellon Resources

A case for CA$31.80 (undiluted), aka 8,616% upside from CA$0.37 (an 86 bagger!).

Excellon Resources Inc. is a Toronto-based mineral exploration and development company focused on silver and gold projects in Peru, the United States, and Germany.Read more

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CA$31.8
98.8% undervalued intrinsic discount
Agricola's Fair Value
Profit Margin
10.92%
Future PE
20.65x
Price in 2030
CA$0
VRNO logo
Verano Holdings

Waiting for the Inevitable

Catalysts Federal rescheduling of marijuana from Schedule I to Schedule III of the Controlled Substances Act is an inevitability from a scientific and sociopolitical perspective within five years. Rescheduling will eliminate the application of the punitive s.Read more

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CA$5.52
59.1% undervalued intrinsic discount
Cwburton's Fair Value
Revenue
-6.28% p.a.
Profit Margin
15.34%
Future PE
22.64x
Price in 2030
CA$7.67
HOH logo
High Arctic Overseas Holdings

Deep Value Multi Bagger Opportunity

The company is a Spin off from HWO High Arctic Energy Services. HoH has assets (rigs) to operate in LNG extraction in PNG.Read more

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CA$4
71.5% undervalued intrinsic discount
Imthetxarbi's Fair Value
Profit Margin
47%
Future PE
10x
Price in 2030
CA$0
PSD logo
Pulse Seismic

Watch Pulse Seismic Outperform with 13.6% Revenue Growth in the Coming Years

With a 44% profit margin and a PE ratio of half its Energy sector peers of only 7.2X, Pulse Seismic is projecting revenues to grow just under 14% per year. Pulse has an outstanding track record, model balance sheet and pays a dividend.Read more

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CA$4.47
31.1% undervalued intrinsic discount
IncomeAssets's Fair Value
Revenue
13.62% p.a.
Profit Margin
44.37%
Future PE
7.22x
Price in 2030
CA$6.03
GGO logo
Galleon Gold

Significantly undervalued gold explorer in Timmins, finally getting traction

Gold exploration project in Canada, Timmins camp. Current PEA was done in 2022 - 11y mine life, NPV 387M with 33% IRR @1700 gold.Read more

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CA$4
81.3% undervalued intrinsic discount
Vladislav's Fair Value
Profit Margin
11.04%
Future PE
20.43x
Price in 2030
CA$0
DMET logo
Denarius Metals

If gold reaches $4,000/oz & silver reaches $100/oz

Key Assumptions: Resource Totals (2023 Updated Resource): Gold: 700,000 oz (Lomero-Poyatos). Silver: 7 million oz (Lomero-Poyatos).Read more

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CA$150
99.6% undervalued intrinsic discount
RockeTeller's Fair Value
Revenue
367.4% p.a.
Profit Margin
9.52%
Future PE
17.87x
Price in 2035
CA$338.03