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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
90.7% undervalued intrinsic discount
4.2k
users have viewed this narrative
19users have liked this narrative
3users have commented on this narrative
28users 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
9users have liked this narrative
4users have commented on this narrative
48users have followed this narrative
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GGD logo
GoGold Resources

(Complete Analysis) 87,000% ROI - At gold $4,000/oz, silver $100/oz

ANALYSIS 1 GoGold Resources: Refined Stock Price Analysis Key Assumptions: Production Projections: 2027: 8M AgEq oz. 2028: 15M AgEq oz.Read more

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883
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5users have liked this narrative
3users have commented on this narrative
32users have followed this narrative
CA$80
96.3% undervalued intrinsic discount
RockeTeller's Fair Value
Revenue
N/A
Profit Margin
9.5%
Future PE
N/A
Price in 2030
CA$0
ASM logo
Avino Silver & Gold Mines

When silver reaches $100 per oz

Avino Silver & Gold – 2028 $100/oz Silver Scenario Step 1: Revenue Estimation Production: 7,000,000 oz AgEq Silver Price: $100/oz Revenue = 7,000,000 × 100 = $700M Step 2: Free Cash Flow (FCF) AISC: $30/oz Costs = 7,000,000 × 30 = $210M FCF = 700M – 210M = $490M Step 3: Valuation FCF Multiple: 10× Market Cap = 490M × 10 = $4.9B Step 4: Stock Price Estimate Shares Outstanding (FD): ~57M Stock Price = 4.9B ÷ 57M ≈ $86/share ✅ Conclusion : If silver hits $100/oz by 2028 and Avino reaches 7M oz AgEq production , the stock could theoretically re-rate to ~$86/share — a massive upside from today’s ~$1.79/share and ~$101M market cap.Read more

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342
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2users have liked this narrative
1users have commented on this narrative
10users have followed this narrative
CA$89
90.6% undervalued intrinsic discount
RockeTeller's Fair Value
Revenue
137.49% p.a.
Profit Margin
3.07%
Future PE
99.57x
Price in 2030
CA$123.12
FVL logo
Freegold Ventures

Legendary Eric Sprott Owned 28% with 25 Baggers!

Freegold Ventures Overview (Golden Summit Project – Alaska): Location: 20 miles from Fairbanks, accessible via paved road. Project: Golden Summit – 20 million oz gold at 0.9 gpt.Read more

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324
users have viewed this narrative
4users have liked this narrative
4users have commented on this narrative
11users have followed this narrative
CA$43
96.6% undervalued intrinsic discount
RockeTeller's Fair Value
Profit Margin
9.45%
Future PE
15.43x
Price in 2030
CA$0
EDR logo
Endeavour Silver

If silver reaches $100 per oz

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.Read more

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495
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1users have liked this narrative
3users have commented on this narrative
19users have followed this narrative
CA$67.5
81.4% undervalued intrinsic discount
RockeTeller's Fair Value
Revenue
96.93% p.a.
Profit Margin
9.5%
Future PE
39.53x
Price in 2030
CA$93.76
AGAG logo
Argenta Silver

Frank Guistra’s 10 baggers!

Argenta Silver: Analysis and Valuation Key Metrics: El Quevar Project (Argentina): Resource: High-grade deposit: 450 gpt silver. Current size: 48M oz silver.Read more

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252
users have viewed this narrative
2users have liked this narrative
6users have commented on this narrative
9users have followed this narrative
CA$20
96.8% undervalued intrinsic discount
RockeTeller's Fair Value
Profit Margin
9.53%
Future PE
17.48x
Price in 2030
CA$0
ASL logo
Andean Silver

Australia Silver Play for 1,200%

🪙 Andean Silver – Valuation & Outlook Key Project – Cerro Bayo (Chile) Resource: ~90M oz AgEq at ~300 gpt, mostly underground with a 16M oz open pit. History: Produced 45M oz silver and 650K oz gold before being put on care & maintenance in 2022.Read more

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188
users have viewed this narrative
1users have liked this narrative
2users have commented on this narrative
8users have followed this narrative
AU$25
90.8% undervalued intrinsic discount
RockeTeller's Fair Value
Revenue
385.73% p.a.
Profit Margin
10.08%
Future PE
20.2x
Price in 2030
AU$35.13
AAG logo
Aftermath Silver

When silver hits $100/oz

Aftermath Silver: Valuation Analysis Key Projects: Berenguela (Peru): Resource: ~140M oz silver (80 gpt) + manganese credits (~500M oz AGEQ). Annual Production Potential: ~5M oz/year.Read more

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75
users have viewed this narrative
1users have liked this narrative
1users have commented on this narrative
4users have followed this narrative
CA$48
98.1% undervalued intrinsic discount
RockeTeller's Fair Value
Profit Margin
9.53%
Future PE
17.48x
Price in 2030
CA$0
AMZN logo
Amazon.com

Why Amazon?

Why Amazon? Amazon revolutionized the way consumers shop.Read more

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101
users have viewed this narrative
1users have liked this narrative
0users have commented on this narrative
17users have followed this narrative
US$232.22
4.2% undervalued intrinsic discount
DrBaraa_Alnahal's Fair Value
Revenue
9.49% p.a.
Profit Margin
8.04%
Future PE
46.26x
Price in 2029
US$324.77
TSLA logo
Tesla

Tesla’s Nvidia Moment – The AI & Robotics Inflection Point

Overview Founded in 2003, Tesla Inc. (NASDAQ: TSLA) began as an ambitious EV startup led by engineers Martin Eberhard and Marc Tarpenning.Read more

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6.1k
users have viewed this narrative
14users have liked this narrative
28users have commented on this narrative
142users have followed this narrative
US$425.37
11.7% overvalued intrinsic discount
BlackGoat's Fair Value
Revenue
14% p.a.
Profit Margin
22%
Future PE
60x
Price in 2030
US$713.34