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MGPI logo
MGP Ingredients

THE KINGDOM OF BROWN GOODS: WHY MGPI IS BEING CRUSHED BY INVENTORY & PRIMED FOR RESURRECTION

Originally Posted Dec 5 on the Woodworth Contrarian News Page Brought to you by Quinn Millegan & The Woodworth Contrarian Fund A Deep Dive Into Why the Market Is Pricing MGPI for Permanent Decline When Cyclical Recovery Is Lurking in Plain Sight MGP Ingredient’s factories in Atchison, KS & Lawrenceburg, IN - MGP Ingredients Corporate THE SETUP: MEET THE STOCK THAT FELL 75% AND NOBODY NOTICED MGP Ingredients closed at $24.70 yesterday (with a 3–6% increase intraday today). Two years ago—December 4, 2023—it traded at $91.53.
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US$40
FV
36.0% undervalued intrinsic discount
1.36%
Revenue growth p.a.
4.6k
users have viewed this narrative
10users have liked this narrative
7users have commented on this narrative
32users have followed this narrative
EVTL logo
Vertical Aerospace

Why Vertical Aerospace (NYSE: EVTL) is Worth Possibly Over 13x its Current Price

Once again, I boldly foretell a future possibility for the years ahead. Some reading this may scoff, or may laugh and move on.
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US$60
FV
90.5% undervalued intrinsic discount
4.2k
users have viewed this narrative
20users have liked this narrative
3users have commented on this narrative
30users have followed this narrative
ORCL logo
Oracle

The Quiet Giant That Became AI’s Power Grid

The story of Oracle’s transformation is a narrative of strategic repositioning that has culminated in the company emerging as an indispensable infrastructure partner for the world’s most demanding Artificial Intelligence (AI) workloads. This strategic shift, defined by massive infrastructure investment, a landmark partnership with OpenAI, and the rise of colossal superclusters, has driven an unprecedented surge in its contract backlog, fundamentally reshaping Oracle’s long-term growth trajectory and competitive landscape.
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US$389.81
FV
52.6% undervalued intrinsic discount
28.00%
Revenue growth p.a.
4.6k
users have viewed this narrative
10users have liked this narrative
4users have commented on this narrative
49users have followed this narrative
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HL logo
Hecla Mining

100 Years Old Company at $100 silver price

--- Hecla Mining: Stock Price Estimate at $100 Silver --- Key Assumptions 1. 2025 Production: Silver: 20M oz.Read more

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355
users have viewed this narrative
2users have liked this narrative
1users have commented on this narrative
16users have followed this narrative
US$80
76.2% undervalued intrinsic discount
RockeTeller's Fair Value
Revenue
75.48% p.a.
Profit Margin
9.5%
Future PE
63.44x
Price in 2029
US$113.81
DV logo
Dolly Varden Silver

Silver at $100/oz

Dolly Varden Silver: Valuation and Potential Analysis Key Metrics: Resource Estimate: Dolly Varden: 50M oz silver (300 gpt). Homestake Ridge: 1M oz gold (4.5 gpt) + 20M oz silver.Read more

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106
users have viewed this narrative
2users have liked this narrative
2users have commented on this narrative
6users have followed this narrative
CA$20
69.1% undervalued intrinsic discount
RockeTeller's Fair Value
Profit Margin
9.53%
Future PE
17.48x
Price in 2029
CA$0
GSVR logo
Guanajuato Silver

If silver reaches $100 per oz

Here’s a simplified, copy-friendly version: --- Guanajuato Silver: Stock Price Estimate at $100 Silver Step 1: Production and Revenue - Projected Production: 6M oz AgEq annually. - Silver Price: $100/oz.Read more

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188
users have viewed this narrative
1users have liked this narrative
1users have commented on this narrative
4users have followed this narrative
CA$46.8
98.7% undervalued intrinsic discount
RockeTeller's Fair Value
Revenue
250.59% p.a.
Profit Margin
9.5%
Future PE
18x
Price in 2029
CA$89.39
SVRS logo
Silver Storm Mining

$45.10/share at $100 silver

Silver Storm Mining (formerly Golden Tag Resources): Analysis and Valuation Key Metrics: San Diego Project: Resource: 115M oz silver (60 gpt). 1.5B lbs of zinc + lead offsets.Read more

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142
users have viewed this narrative
0users have liked this narrative
2users have commented on this narrative
5users have followed this narrative
CA$45
99.1% undervalued intrinsic discount
RockeTeller's Fair Value
Profit Margin
9.53%
Future PE
17.48x
Price in 2029
CA$0
CEL logo
Challenger Gold

If gold reaches $4,000 per ounce

--- Challenger Exploration: Stock Price Estimate at $4,000 Gold Step 1: Production Estimate - Annual production: 115,000 oz gold. Step 2: Revenue Calculation - Gold price: $4,000/oz.Read more

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110
users have viewed this narrative
0users have liked this narrative
1users have commented on this narrative
2users have followed this narrative
AU$9.79
98.7% undervalued intrinsic discount
RockeTeller's Fair Value
Profit Margin
N/A
Future PE
1.03x
Price in 2029
AU$0
SVM logo
Silvercorp Metals

At $100/oz silver

Silvercorp Metals: Valuation and Analysis Key Metrics: Resources: 350M oz silver at 200 gpt. 6.2M oz silver production in 2024 + lead and zinc (~40% revenue).Read more

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125
users have viewed this narrative
0users have liked this narrative
0users have commented on this narrative
8users have followed this narrative
CA$28.58
58.7% undervalued intrinsic discount
RockeTeller's Fair Value
Revenue
91.62% p.a.
Profit Margin
23.07%
Future PE
12.2x
Price in 2029
CA$80.87
SUNZEN logo
Sunzen Group Berhad

Sunzen Biotech Positive Performance

Sunzen Biotech Berhad: Q1 FY25 Financial Insights and Technical Outlook Financial Performance Overview Sunzen Biotech Berhad posted a stable financial performance for Q1 FY25, achieving a revenue of RM22.96 million, an 11.42% increase compared to the preceding quarter. Key contributors were: • Human Health Segment: RM17.65 million in revenue, driven by robust export sales of edible bird’s nests to China, constituting 79.32% of segment revenue.Read more

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6
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0users have liked this narrative
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1users have followed this narrative
RM 0.47
45.7% undervalued intrinsic discount
Ontological's Fair Value
Revenue
18% p.a.
Profit Margin
6.34%
Future PE
40.14x
Price in 2029
RM 0.74
LYC logo
LYC Healthcare Berhad

Resilience in Healthcare-LYC Healthcare

LYC Healthcare: Progress Amid Challenges LYC Healthcare’s latest Q2 FY2025 results reflect steady progress, with revenue rising 29% year-on-year to RM41.74 million from RM32.01 million. This growth was driven by strong performance in its nutraceutical, clinical, and confinement businesses, alongside contributions from new subsidiaries.Read more

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23
users have viewed this narrative
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1users have followed this narrative
RM 0.25
92.0% undervalued intrinsic discount
Ontological's Fair Value
Revenue
4.47% p.a.
Profit Margin
7.68%
Future PE
23.73x
Price in 2029
RM 0.5
BWA logo
BorgWarner

BWA VALUATION

Catalysts Are there any products or services that could move sales or earnings meaningfully? yes Are there any industry tailwinds this stock is benefitting or hindered from?Read more

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26
users have viewed this narrative
0users have liked this narrative
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1users have followed this narrative
US$39.17
14.5% overvalued intrinsic discount
julio's Fair Value
Revenue
6% p.a.
Profit Margin
6%
Future PE
10x
Price in 2034
US$90.17