Our community narratives are driven by numbers and valuation.
Company Overview Micron Technology (MU) is a global leader in memory and storage solutions, specialising in DRAM, NAND, and NOR flash memory. As the sole U.S.-based manufacturer of these critical components, the company holds a significant strategic position.
AFT Pharmaceuticals is a New Zealand-based pharmaceutical business with global ambitions. The company has publicly set a goal of achieving NZ$300 million in revenue by the end of 2027—a target repeated in its 2025 annual report, market release, shareholder letter, and chairman’s address.
As the U.S. shutdown looms, rotation from Treasuries into gold strengthens the case for TXG, with fair value closer to CAD 97. On the eve of another U.S. government shutdown, investors face the same dilemma as in past crises: where to hide when confidence in Treasuries weakens.
Battery storage is no longer a niche corner of clean tech. It’s emerging as the backbone of America’s energy future.
Abcourt Mines Inc. is a Canadian gold exploration and development company focused on properties in northwestern Quebec.
Recent Mr. Cooper and Redfin acquisitions prop up the company to become a mortgage conglomerate. Users will be able to one-stop-shop for homes and mortgages through the Redfin or Rocket Mortgage apps.
The Game-Changing Executive Order: A $11.4B Company's Perfect Storm Sometimes the stars align in ways that even the most astute investors couldn't predict. For IREN Limited (NASDAQ: IREN), currently valued at $11.4 billion with shares trading around $42 , the Trump Administration's July 23rd Executive Order on data centre permitting represents exactly that kind of celestial convergence.
West Red Lake Gold Mines – $4,000 Gold Scenario Assumptions Production: 100,000 oz/year AISC: $1,200/oz Gold Price: $4,000/oz Valuation Multiple: 10× FCF Shares Outstanding (assumed): 100M Step 1: Revenue Revenue = 100,000 oz × $4,000 = $400,000,000 Step 2: Costs Costs = 100,000 oz × $1,200 = $120,000,000 Step 3: Free Cash Flow (FCF) FCF = $400,000,000 – $120,000,000 = $280,000,000 Step 4: Market Cap (10× FCF) Market Cap = $280,000,000 × 10 = $2,800,000,000 Step 5: Stock Price Stock Price = $2,800,000,000 ÷ 100,000,000 = $28/share ✅ Conclusion: At $4,000/oz gold, 100k oz/year production, and $1,200/oz AISC, West Red Lake could trade around $28/share (based on 100M shares). ⚠️ With the actual 2025 share count (~343M basic / ~517M fully diluted) , the per-share price would be much lower.
Endeavour Silver (EDR.TO) Valuation Scenario Assumptions Production Estimate: 9 million oz annually starting in 2025 Price of Silver: $100 per oz All-in Sustaining Costs (AISC): $20 per oz (post-Terronera) Valuation Multiple: 10× free cash flow (FCF) Revenue & Cost Calculation 1. Annual Revenue Revenue = Production × Price per oz Revenue = 9,000,000 × 100 = $900,000,000 USD 2.