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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
35.0% undervalued intrinsic discount
1.36%
Revenue growth p.a.
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26users 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
90.4% undervalued intrinsic discount
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25users 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
51.3% undervalued intrinsic discount
28.00%
Revenue growth p.a.
9users have liked this narrative
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48users have followed this narrative
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RXL logo
Rox Resources

At $4,000/oz gold

--- Rox Resources: Stock Price Estimate at $4,000/oz Gold --- Project Details and Financials 1. Youanmi Project: Total Resource: 2.3M oz gold.Read more

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AU$29
98.6% undervalued intrinsic discount
RockeTeller's Fair Value
Profit Margin
9.5%
Future PE
N/A
Price in 2029
AU$0
ADT logo
Adriatic Metals

If gold reaches $4,000 per oz and silver reaches $100 per oz

--- Adriatic Metals: Stock Price Estimate at $4,000 Gold and $100 Silver --- Assumptions 1. Total Production: 15M oz AgEq annually.Read more

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AU$15
58.5% undervalued intrinsic discount
RockeTeller's Fair Value
Revenue
N/A
Profit Margin
9.5%
Future PE
N/A
Price in 2029
AU$0
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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US$80
76.5% 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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CA$20
67.8% 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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CA$46.8
98.8% 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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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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AU$9.79
98.6% 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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8users have followed this narrative
CA$28.58
60.8% 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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RM 0.47
43.6% 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