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

Catalysts Structural market tailwinds – The demand for embedded‑device software and graphical user interfaces continues to grow. Qt’s tools help companies meet the exponential growth of the embedded‑device market and the rapidly increasing speed of software‑development life cycles.

Investment Thesis: GCI Liberty (GLIBA/K) - A Classic "Malone Play" with Short-Term Catalysts GCI Liberty (GLIBA/K) is not a typical growth REIT or telecom company. It is an "asset play" structured by one of history's most successful capital strategists, John Malone.

QuantumScape: From Ambitious Science to the Cusp of a Battery Revolution Links to my detailed research videos https://www.youtube.com/playlist?list=PLTxyzjHIS6phTvuEN20Iv5uA1g9qLcmc5 QuantumScape (QS) , a company that for years was often dismissed as a mere "science project" by skeptics, has definitively transformed into a formidable business on the verge of real-world impact1.... Having chosen the "Hard Path" to tackle fundamental battery challenges, QuantumScape's journey, spanning over a decade and fueled by approximately $1.5 billion in funding (with roughly $300 million strategically deployed to date), is now poised for commercial success3....

Investment Thesis: BQE Water (TSXV:BQE) - A High-Growth Engine in the Mining Sector, Significantly Undervalued BQE Water (TSXV:BQE) is a technological leader in the niche of water treatment for the mining industry. It trades at an unfairly low valuation despite its recent and exponential growth, presenting a unique opportunity for investors seeking a combination of growth, profitability, and exclusive intellectual property.

Investors have never been more pessimistic about Zalando's prospects, indicated by a near all-time low P/S ratio. The company is a market leader with approximately 12% of the European market share, benefiting from economies of scale.

The future of aircraft travel depends upon new landing gear material components made with, in particular, graphene materials. Woodward is well positioned not only to benefit from the as yet unreported chemistry of Stereo-Isomer controlled long chain length matrix that can be used to retain less natural at risk natural polymer chains that are presently the expensive, yet only safe but as yet still better bondable and self healing to bonding chemical agents than are Monomer / Isomer impreg types BUT the change from US Government hand outs for such an achievement to the new open ended non-endowment viainvestment of US treasury money into critical and international risk exposure and risk reduction capacity to help negotiate peace from the ashes of ethnic and econominc warefare scenarios.

PWR Holdings is the secret weapon for winners. If you're competing at the pinnacle of motorsport—Formula 1, NASCAR, Le Mans—you use PWR's cooling solutions.

Objective Corp is the unseen operating system for modern government. From local councils to federal agencies in Australia, NZ, and the UK, its software manages the critical documents, regulations, and processes that public services depend on.