Canadian Market Community
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Canadian Investing Ideas
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15,000% Nevada's Gold Miner Play
🪙 Lahontan Gold – Updated Snapshot (2025) Open-pit Nevada gold developer advancing toward a 2027 construction decision. Still very low market cap and truly undervalued to be ignore!Read more
Undervalued Key Player in Magnets/Rare Earth
Thesis: Downstream leverage. Growth is tied to the European automotive supply chain and the new sintered magnet plant in Estonia.Read more
Strategic silver project that could become one of the US biggest silver mines
Blackrock Silver Corp. — 3-Year Valuation, Permitting & Per-Share Analysis 1.Read more
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
De-Risked Production Ramp with Exceptional Silver Price Leverage
AYA is a de-risked production story with exceptional silver torque trading at a Morocco discount. The company has proven operational competence (rare in junior/mid-tier mining), operates one of the highest-grade primary silver mines globally, and offers 5-10x potential upside if the silver bull thesis plays out.Read more
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
TMX Group will thrive with 33.3% profit margin and enduring market moat
(Updated October 2025) 1. Business Summary TMX Group is the backbone of Canada’s financial markets.Read more
Cybin will achieve a solid 14.7% profit margin within 5 years
Cybin’s aggressive analyst price targets make sense when you view the company through a true late-stage biotech lens rather than a speculative psychedelic stock. With more than US$225 million in cash after retiring all debt, Cybin is now one of the only fully funded companies in the entire sector with enough runway to complete multiple Phase 3 trials and deliver two major clinical readouts—Phase 2 CYB004 data in Q1 2026 and pivotal Phase 3 CYB003 results in Q4 2026.Read more
Future PE of 16, Trading at half book value now
Oil price recovery If oil prices (e.g., WTI or Canadian-crude equivalent) rise back to a healthier range — say US $80-100 per barrel (depending on Canadian costs) — then drilling activity for producers generally increases (they’re more willing to bring rigs online, expand programs). For Stampede, this would mean higher utilization of its rigs, more revenue per day, better margins (since fixed costs get spread).Read more
