Global Community

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.

I think it is alright to sell puts at $8 (very short term, very expansive) and $7 (medium to high term, normal premium). But that's it.

Based on analyst forecasts until 2027 and a discount rate of 15%. Terminal PE of 35.

Summary Table after asset infusion Method Estimated Fair Value (₱/share) 1. Dividend Discount Model ₱5.56 2.

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.

Pantoro Ltd is a mid-tier producer in Australia. They are producing around 100,000 oz (Norseman).