Our community narratives are driven by numbers and valuation.
Aftermath Silver: Valuation Analysis Key Projects: Berenguela (Peru): Resource: ~140M oz silver (80 gpt) + manganese credits (~500M oz AGEQ). Annual Production Potential: ~5M oz/year.Read more

Digital outsourcing company that provides next-generation customer experience and back-office support for innovative and disruptive technology Sector: Technology Industry: Business Process Outsourcing (BPO) Market Capitalization: $1.5b (Small-cap) Major Competitors: Its competitors range from large, diversified BPO providers to smaller, niche players specializing in customer experience (CX), back-office support, and digital transformation. Below are TaskUs’s major and direct competitors: Teleperformance: A global leader in outsourced CX management and back-office services.Read more
Harmonic Inc. (NASDAQ: HLIT) is a company in the communications equipment industry, with a market capitalization of approximately $1.5 billion as of December 31, 2024.Read more
Afya Limited (NASDAQ: AFYA) is a Brazilian company specializing in medical education and digital health services. Sector: Education Industry: Medical Education Market Capitalization: $1.4b (small cap) Major Competitors: Afya Limited (NASDAQ: AFYA) is a prominent player in Brazil's medical education sector.Read more
Aya Gold & Silver Valuation at $100/oz Silver Assumptions Production Target: 7 million ounces of silver annually from Zgounder. Silver Price: $100 per ounce.Read more

Cerrado Gold Summary (April 2025) Current Production : Don Nicholas mine in Argentina producing ~50,000 oz/year. Breakeven cost (FCF) around $1,900/oz.Read more

Tesla Inc. (TSLA) is a global leader in electric vehicles (EVs), energy storage, and solar solutions.Read more
GQG Partners is a funds management business that has recorded strong earnings growth over the past year, with EPS rising from US$0.095 to US$0.14. Since 2023 it has grown its funds under management from US$106 billion to US$143 billion, while return on equity sits near 80 per cent.Read more

I may be showing my age here, but I feel that a decade or so ago, shopping at JB Hi-Fi was a different experience. There seemed to be a deliberate policy of employing sales staff from alternative subcultures, which gave the stores a unique, edgy vibe.Read more
