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MYSE logo
Myseum

The Future of Social Sharing Is Private and People Are Ready

Key takeaways Myseum (MYSE) is a micro-cap, pre-scale consumer app business that’s pivoting its identity from “private messaging” toward a privacy-first social sharing ecosystem (Picture Party + Pop-Up Gala + Myseum storage). Its new lead product, Picture Party , addresses a familiar frustration for many users: how to share photos privately without group chats, public social feeds, or loss of control over personal content.
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US$7.95
FV
76.2% undervalued intrinsic discount
776.20%
Revenue growth p.a.
648
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16users have followed this narrative
ASML logo
ASML Holding

EU#3 - From Philips Management Buyout to Europe’s Biggest Company

ASML: From Philips Management Buyout to Europe’s Biggest Company In the global semiconductor industry, power does not necessarily sit with the companies that design chips or sell consumer devices. It sits with the one company that enables all of them to exist at the cutting edge.
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€1.31k
FV
7.1% undervalued intrinsic discount
15.00%
Revenue growth p.a.
3k
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10users have liked this narrative
2users have commented on this narrative
26users have followed this narrative
BKNG logo
Booking Holdings

Booking Holdings: Why Ground-Level Travel Trends Still Favor the Platform Giants

As global travel settles into a more normalized rhythm, Booking Holdings (NASDAQ: BKNG) is no longer riding a simple rebound story. Instead, it’s navigating a more nuanced phase—one defined by traveler selectivity, budget awareness, and a growing preference for flexibility across how people move from place to place.
US$5.47k
FV
6.4% undervalued intrinsic discount
7.77%
Revenue growth p.a.
1.3k
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4users have liked this narrative
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6users have followed this narrative
PAAS logo
Pan American Silver

Sustained Silver at ~US$100/oz Drives Explosive Leverage and Re-Rating for PAAS

Pan American Silver (PAAS) stands to benefit enormously from a structural shift in the silver market, where I expect the price to stabilize long-term around US$100 per ounce (or higher), driven by persistent supply deficits (Silver Institute forecasts ongoing shortfalls through 2027+), surging industrial demand (solar PV, EVs, electronics, and AI-related applications consuming ever-larger volumes), and renewed monetary/investment interest amid inflation/geopolitical risks. Unlike conservative analyst models that often embed long-term silver assumptions of US$25–35/oz (leading to muted cash flow projections and lower fair values), my base case assumes silver averages ~US$100 over the forecast period.Read more

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134
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2users have liked this narrative
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8users have followed this narrative
CA$138.67
38.5% undervalued intrinsic discount
dmxch's Fair Value
Revenue
25.85% p.a.
Profit Margin
19.48%
Future PE
42.79x
Price in 2031
CA$196.54
THX logo
Thor Explorations

West Africa's 20 Baggers Gold Play (Nigeria/Senegal)

🪙 Thor Explorations Ltd (TSXV: THX | AIM: THX) - Info (Mid-Jan 2026) Shares outstanding (basic): 665,297,482 (company presentation dated Nov 2025). Fully diluted shares: 665,297,482 Latest AISC / cost indicator (Segilola operating guidance): FY2026 AISC guidance: US$1,000–1,200/oz (release dated Jan 13, 2026 ).Read more

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429
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2users have liked this narrative
1users have commented on this narrative
8users have followed this narrative
CA$32
94.6% undervalued intrinsic discount
RockeTeller's Fair Value
Revenue
100.66% p.a.
Profit Margin
57.71%
Future PE
4.09x
Price in 2031
CA$42.16
BRC logo
Blackrock Silver

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

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703
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8users have liked this narrative
2users have commented on this narrative
16users have followed this narrative
CA$30
94.8% undervalued intrinsic discount
Faltaren's Fair Value
Profit Margin
10.94%
Future PE
20.89x
Price in 2030
CA$42.35
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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8k
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24users have liked this narrative
18users have commented on this narrative
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CA$31.8
98.2% undervalued intrinsic discount
Agricola's Fair Value
Profit Margin
10.92%
Future PE
20.65x
Price in 2030
CA$0
NEO logo
Neo Performance Materials

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

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7.6k
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19users have liked this narrative
0users have commented on this narrative
70users have followed this narrative
CA$25.33
22.0% undervalued intrinsic discount
OOO97's Fair Value
Revenue
8% p.a.
Profit Margin
12%
Future PE
12x
Price in 2031
CA$35.38
AYA logo
Aya Gold & Silver

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

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299
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2users have liked this narrative
0users have commented on this narrative
16users have followed this narrative
CA$33.97
24.9% undervalued intrinsic discount
heliogabal's Fair Value
Revenue
72% p.a.
Profit Margin
50%
Future PE
15x
Price in 2028
CA$41.83
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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87
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3users have liked this narrative
1users have commented on this narrative
5users have followed this narrative
CA$4
66.3% undervalued intrinsic discount
Imthetxarbi's Fair Value
Profit Margin
47%
Future PE
10x
Price in 2031
CA$0
BPAG logo
BP Silver

“valer un Potosí” GOOGLE IT. Now you’re should be kinda locked in. Educate yourself, Read the rest.

Phase 1 drilling done: 11 holes at Cosuño. First modern tests ever.Read more

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47
users have viewed this narrative
2users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
CA$0
n/aintrinsic discount
Blagget's Fair Value
Profit Margin
35%
Future PE
16x
Price in 2036
CA$0
ASE logo
Asante Gold

Ghana's High Quality Gold Play (35% Insider)

Asante Gold – Updated Snapshot (Sept 2025) Latest official guidance and disclosures Five-year outlook: company targets ~500,000 oz/yr by 2028 and >US$2B cumulative unlevered FCF (company outlook). asantegold.com+1 2026 production target (company): ~450,000 oz consolidated (Bibiani + Chirano).Read more

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358
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3users have liked this narrative
3users have commented on this narrative
19users have followed this narrative
CA$65
96.8% undervalued intrinsic discount
RockeTeller's Fair Value
Revenue
102.76% p.a.
Profit Margin
10.08%
Future PE
19.92x
Price in 2030
CA$89.6