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IM
Imthetxarbi
on High Arctic Overseas Holdings
·
Updated
about 8 hours ago
Deep Value Multi Bagger Opportunity
Fair Value:
CA$4
71.8% undervalued
intrinsic discount
1
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AG
Agricola
on Excellon Resources
·
Updated
about 11 hours ago
A case for CA$31.80 (undiluted), aka 8,616% upside from CA$0.37 (an 86 bagger!).
Fair Value:
CA$31.8
98.8% undervalued
intrinsic discount
2
followers
users have followed this narrative
·
0
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ST
stuart_roberts
on Unicycive Therapeutics
·
Updated
about 18 hours ago
Unicycive Therapeutics (Nasdaq: UNCY) – Preparing for a Second Shot at Bringing a New Kidney Treatment to Market (TEST)
Fair Value:
US$21.53
70.2% undervalued
intrinsic discount
1
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0
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Popular Narratives
TH
TheWallstreetKing
on MicroVision
·
Updated
about 1 month ago
MicroVision will explode future revenue by 380.37% with a vision towards success
Fair Value:
US$60
98.4% undervalued
intrinsic discount
120
followers
users have followed this narrative
·
11
comments
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22
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AN
AnalystConsensusTarget
on NVIDIA
·
Updated
14 days ago
NVDA: Expanding AI Demand Will Drive Major Data Center Investments Through 2026
Fair Value:
US$250.39
27.7% undervalued
intrinsic discount
963
followers
users have followed this narrative
·
6
comments
users have commented on this narrative
·
25
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RO
RockeTeller
on Santacruz Silver Mining
·
Updated
26 days ago
Crazy Undervalued 42 Baggers Silver Play (Active & Running Mine)
Fair Value:
CA$86
83.3% undervalued
intrinsic discount
78
followers
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·
8
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Trending Discussion
US
User
on Oracle
·
Updated
2 days ago
Great narratives with technical information details.
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BA
Barberakb
on Ardmore Shipping
·
Updated
about 2 hours ago
Thanks for sharing these. They really help when I pick what dividend stocks to invest in
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DE
Defiant
on Ivanhoe Mines
·
Updated
about 2 hours ago
The Kamoa-Kakula mine is utilizing the Lobito Atlantic Railway Corridor to transport its copper concentrate to the deep-water Atlantic Ocean port of Lobito in Angola. This rail link provides a significantly shorter, quicker, and more cost-effective export route compared to previous methods. Key Details :) Route: The railway runs approximately 1,739 kilometers from Kolwezi in the Democratic Republic of Congo (DRC) to the port of Lobito in Angola. The line passes within five kilometers of the Kamoa-Kakula mining complex. Benefits: Reduced Distance & Time: The distance to Lobito is roughly half that to the previously used port of Durban, South Africa. An initial trial shipment by rail took only eight days, compared to the 40 to 50 days typical for road transport to Durban. Cost Efficiency: Logistics currently account for about 30% of Kamoa-Kakula's total cash costs, a figure expected to decrease significantly with increased rail usage. Environmental Impact: Transportation by rail is more energy-efficient and less carbon-intensive than long-haul trucking. SADLY zero action from DRC in 2025 to spend a few bucks ($100M) and cut the cost of Trucking (Logistics) in half... Smelter gets Volumes down from 30% concentrate to 99% Blister Copper and cuts out the Middle Men. Solar Power looks promising 60MW in 2026. The Real Prize is Western Forelands... 40+years of 1 Billion pounds of copper with about 90% working interest and very high grades (3% overall) and the size of the prize doubled in May 2025 when disaster struck Kamoa Kakula complex. We'll see if production grows back to 600,000 Tonnes/year or x2200 = 1.32 Billion lbs of copper per year... from 400kT = 880 million lbs per year in 2025. 40% w.i. = 350 million lbs to Ivanhoe. in comparison... The Vicuña copper district has massive resources, with overall averages around 0.35% copper in measured/indicated (M&I) and 0.32% in inferred, but features much higher-grade cores, like Filo del Sol's M&I at 0.74% Cu.
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