Global Community

Investment Thesis : Iridium Communications (IRDM) represents a compelling long-term investment opportunity driven by its strategic positioning in the satellite communications industry and its recent acquisition of Satelles. This acquisition enables Iridium to leverage its existing infrastructure to capitalize on the growing demand for secure positioning, navigation, and timing systems (PNTS) as alternatives to aging GPS technology.Read more

Executive Summary Legend Internet Plc reported a pre-tax profit of N173 million in FY 2025 , down 39.4% YoY , despite a modest revenue increase (+4.6% YoY). The earnings decline was primarily driven by surging administrative expenses (+52.4% YoY) and higher finance costs, which offset improvements in gross profitability.Read more

--- Discovery Silver: Stock Price Estimate at $75 Silver (2027) Step 1: Revenue Estimation for 2027 Projected Production: 33M oz AgEq. Silver Price: $75/oz. Revenue: 33,000,000 × 75 = $2,475,000,000 USD.Read more

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

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

1911 Gold – Updated Snapshot (September 2025) Latest verified facts The company commenced a PEA on the True North restart in late August 2025 with AMC Consultants; a short trial mining campaign (3–5 months) is planned to validate methods and economics ahead of a bulk sample. Newswire+1 Corporate presentation (Sept 9, 2025) shows 262.32M shares outstanding (296.19M fully diluted) and ~C$15.2M cash including a recent financing.Read more

Asante Gold – Updated Snapshot (Sept 2025) Latest official guidance and disclosures Five-year outlook: company targets ~500,000 oz/yr by 2028 and >US$2B cumulative unlevered FCF (company outlook). asantegold.com+1 2026 production target (company): ~450,000 oz consolidated (Bibiani + Chirano).Read more

🪙 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

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