Materials Canadian Community
Our community narratives are driven by numbers and valuation.
Materials Canadian Investing Ideas
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
Silver's Breakout to over $50US will make Magma’s future shine with drill sampling returning 115g/t Silver and 2.3 g/t Gold at its Peru Mine
As a speculative investment, Magma Silver could potentially benefit from the breakout in Silver price above the $55 USD threshold. With 3.5 oz of Silver and a bonus 2 grams of gold per metric ton at their Joramina zone of the Ninobamba Project in Peru, Magma is poised to capitalize on the rising price of both Silver and Gold commodities in the near future.Read more
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
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
A case for for IMPACT Silver Corp (TSXV:IPT) to reach USD $4.52 (CAD $6.16) in 2026 (23 bagger in 1 year) and USD $5.76 (CAD $7.89) by 2030
A 5-Year stock price analysis for IMPACT Silver Corp (TSXV:IPT) in a monetary metals bull market + an equity crash scenario similar to post 1999. As of November 28, 2025, IPT trades at ~CA$0.28 (~$0.20 USD) with a $66M USD market cap and 323.73M shares outstanding, post-$16M financing.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
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
Terrible merger deal with CDE
This is a terrible deal for NewGold shareholders. The company has a fair value of $39 here on Simply Wall St and I believe that to be conservative.Read more
Barrick Mining (ABX:CA): A Gold Hedge against a U.S. Shutdown
Barrick looks undervalued at CAD 48.07 with fair value closer to CAD 55, as gold’s safe-haven role comes into focus with a looming U.S. shutdown. Introduction As investors brace for a likely U.S. government shutdown on October 1, gold is again in the spotlight as a hedge against political and financial instability.Read more
