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JO

Jolt_Communications

Jolt_Communications

Community Contributor

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.

US$7.95

FV

77.1% undervalued

776.20%

Revenue growth p.a.

886

0

0

21

TO

Community Contributor

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.

€1.31k

FV

7.1% undervalued

15.00%

Revenue growth p.a.

3.3k

11

2

28

Booking Holdings

YI

Community Contributor

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

8.5% undervalued

7.77%

Revenue growth p.a.

1.3k

4

0

7

CO

composite32

Community Contributor

A fully integrated LNG business seems to be ignored by the market.

Key Investment Themes: LNG Hegemony and Arbitrage Machine: With an LNG portfolio exceeding 60 million tons and unparalleled trading capabilities, Shell is the company that benefits most from the volatility in the global gas market. Economic growth in Asia and energy security concerns in Europe will increase LNG demand by over 50% by 2040.

UK£36.1

FV

22.6% undervalued

4.80%

Revenue growth p.a.

4.6k

9

0

37

Nova Ljubljanska Banka d.d

Digitalization And Western Balkans Expansion Will Drive Stronger Long-Term Earnings Quality

Catalysts About Nova Ljubljanska Banka d.d Nova Ljubljanska Banka d.d is a leading universal banking group in Slovenia and the Western Balkans, providing retail, corporate, leasing and asset management services across its regional footprint. What are the underlying business or industry changes driving this perspective?Read more

12

0

0

2

AN

AnalystConsensusTarget

€201.39

7.4% undervalued

AnalystConsensusTarget's Fair Value

Revenue

4.66% p.a.

Profit Margin

0.37%

Future PE

9.38x

Price in 2028

€2.58

Recently Updated Narratives

CO

composite32

Otokar is the first choice for tactical armored land vehicles to meet Europe's defense industry needs.

Fair Value: ₺668.11 35.3% undervalued

1

0

0

BL

BlackGoat

Stepping Aside on Palantir

Fair Value: US$107.02 37.0% overvalued

201

6

3

AN

andre_santos

Q2 - Valuation

Fair Value: US$437.17 1.6% undervalued

19

4

0

Popular Narratives

OO

Undervalued Key Player in Magnets/Rare Earth

Fair Value: CA$25.33 24.4% undervalued

7.8k

71

0

19

AN

AnalystConsensusTarget

NVDA: Expanding AI Demand Will Drive Major Data Center Investments Through 2026

Fair Value: US$253.02 24.5% undervalued

10.7k

1047

6

31

AN

AnalystConsensusTarget

AMZN: Acceleration In Cloud And AI Will Drive Margin Expansion Ahead

Fair Value: US$295.61 19.1% undervalued

3.9k

1344

5

11

Trending Discussion

JA

jayhcee

MPAA often has inventory and core-related timing issues. While this quarter’s problems may ease, similar issues have recurred historically and can persist for several quarters. It's not a one-off, it's a structural part of their business. Core returns are simply estimates: How many customers will actually return the original part; how quickly they'll do so; how many are useable; what they're worth, etc. MPAA predicts X sales in a quarter and Y core returns and its reserves, inventory values, etc. are based on that. If they expect a 90% core return rate and only 80% come back it doesn't change cash but they have to write down inventory and increase cost of goods sold which impacts EPS. They've also cited inventory buildup at key customers multiple times in the past. The assumption the latest backlog will all shift into future quarters this year with no impact on pricing, etc. seems more like wishful thinking. Retailer X was slated to buy $10m in parts this quarter but finds they have a lot more inventory on hand than they anticipated so they pushed the order. Realistically there are likely to be SKU cuts, reduction in safety stock on others, etc. Assuming that all $10m will come in this year plus the regular replenishment seems pretty unrealistic. MPAA also has a shaky track record when it comes to new lines and the supposed impact on business. If you look at the EV testing solutions hype back around 2020 that was supposed to diversify them beyond traditional reman and be a higher margin business that would grow with EV adoption. But it has never turned into a material contributor. The debt reduction and stock buy backs are meaningful but IMHO this narrative takes a very optimistic view of things.

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KT

If they do buy barrick ,will this accelerate price appreciation or slow it down, due to cost associated with the purchase?

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US

The problem with your reasoning is, that 37 Moz are AgEq. If you read the FS, you'll find out that annual silver production is more around 14-15 Moz. But at the time of the FS, that 37 Moz AgEq was a number that came of a formula (which is specified in the FS), being a mix of four metals: Ag, Au, Pb and Zc. But now, beginning of 2026, the spotprices of silver and gold have risen so much in comparison to Pb and Zc prices, that you need to recalculate the AgEq number of 37 Moz according to the recent prices. This will result in the fact that silver and gold hold more value in that mix of four metals, and thus dragg the 37 Moz AgEQ number down to somewhere around 18 Moz AgEq. The more valuable silver and gold become, the lower the AgEq number will get, but it'll never get under the yearly average production of silver, which should be somewhere between 14-15 Moz Ag in the first four years. So in short, with this in mind, your fair value is rather around CA$ 50, even with silver at 300 usd an ounce. But a more prudent stockprice forecast is around CA$ 20 and hopefully going toward CA$ 30. So DSV is a top stock, because it's producing actual gold every quarter. But don't put your hopes too high.

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