Global Community

Panasian Power Plc INTRODUCTION Panasian power plc is a pioneering supplier of clean and renewable energy which commenced operations in 2002 and has since become a leader in the renewable energy industry. PAP produces clean renewable energy from hydro, solar and other renewables sources in Asia and Africa.

NatWest Group is teaming up with OpenAI to bring generative artificial intelligence (GenAI) to its customer service and productivity. This partnership marks the first time a UK-based bank has joined forces with OpenAI.

Sampath Bank PLC, one of Sri Lanka’s leading commercial banks, appears to be significantly undervalued based on intrinsic valuation models. Our analysis, incorporating the Dividend Discount Model (DDM), Excess Capital Model, and Adjusted Book Value + ROE Growth, suggests a weighted intrinsic value of Rs. 176.35 per share compared to its current market price of Rs. 121.5. This indicates a 31.1% margin of safety , signaling a compelling investment opportunity.

Company Overview TransJamaican Highway Limited operates Jamaica’s East-West toll road network under a concession agreement extending until 2036, making it a cornerstone infrastructure asset with predictable cash flows tied to toll rates and traffic volumes. Catalysts Traffic Growth: Continued urban development and highway expansions (e.g., Phase 1C) drive traffic volume increases.

NVIDIA's stock price has recently declined to $116, which I perceive as an overreaction by the market. I have entered a position from to $128 and executed a swing trade from $128 to a TP of $141, based on technical analysis indicating a potential rise to close the gap at $141.

GoldMining Inc. Valuation if Gold Reaches $4,000/oz Key Inputs: Gold Resources: 18M oz Gold Price: $4,000/oz Valuation per oz: $100–$200/oz (industry average for gold in the ground) Other Assets: Equity Stakes: $140M (Gold Royalty + US Gold Mining) Cash: $160M Shares Outstanding: 100M (approx.) Step 1: Valuation of Gold Resources Conservative: 18M oz x $100/oz = $1.8B Optimistic: 18M oz x $200/oz = $3.6B Step 2: Add Other Assets Total Other Assets = $140M (equity stakes) + $160M (cash) = $300M Step 3: Total Valuation Conservative: $1.8B (gold) + $300M (assets) = $2.1B Optimistic: $3.6B (gold) + $300M (assets) = $3.9B Step 4: Stock Price Estimate Conservative: $2.1B / 100M shares = $21/share Optimistic: $3.9B / 100M shares = $39/share Conclusion: At $4,000 gold, GoldMining Inc.’s stock price could range from $21 to $39/share depending on market valuation of their resources and assets.

Fair value based on analyst forecasts until 2027 and my standard discount rate of 15%. Terminal PE of 20.

Design, manufacture, supply chain Catalysts Are there any industry tailwinds this stock is benefitting or hindered from? Robotics EV IoT Cloud computing Smart home Analysts projections trending upwards Excellent PE against industry Peers Assumptions Where do you think revenue will be in 5 years time?

If European NATO members would raise their military spending to ~3% of their GDP, this would mean a combined yearly spending of over 500b€. Rheinmetall management assumed on 12th March 2025 that 20% to 25% of the entire military spending could be spent with Rheinmetall.