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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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ARIS logo
Aris Mining

Billionaire's Frank Guistra & when gold reaches $4,000/oz

To estimate Aris Mining's stock price if gold reaches $4,000 per oz, we’ll need to make a few assumptions based on current production, future expansions, and valuation. ### Key Assumptions: 1.Read more

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373
users have viewed this narrative
2users have liked this narrative
0users have commented on this narrative
12users have followed this narrative
CA$65
66.6% undervalued intrinsic discount
RockeTeller's Fair Value
Revenue
111.71% p.a.
Profit Margin
2.76%
Future PE
61.17x
Price in 2029
CA$197.29
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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87
users have viewed this narrative
0users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
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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80
users have viewed this narrative
1users have liked this narrative
0users have commented on this narrative
5users have followed this narrative
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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355
users have viewed this narrative
2users have liked this narrative
1users have commented on this narrative
16users have followed this narrative
US$80
76.4% 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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106
users have viewed this narrative
2users have liked this narrative
2users have commented on this narrative
6users have followed this narrative
CA$20
68.7% 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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188
users have viewed this narrative
1users have liked this narrative
1users have commented on this narrative
4users have followed this narrative
CA$46.8
98.7% 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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142
users have viewed this narrative
0users have liked this narrative
2users have commented on this narrative
5users have followed this narrative
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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110
users have viewed this narrative
0users have liked this narrative
1users have commented on this narrative
2users have followed this narrative
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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125
users have viewed this narrative
0users have liked this narrative
0users have commented on this narrative
8users have followed this narrative
CA$28.58
58.7% 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