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Global Weekly Picks

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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25users 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
18users have liked this narrative
3users have commented on this narrative
24users 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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46users have followed this narrative
EXN logo
Excellon Resources

A case for CA$31.80 (undiluted), aka 8,616% upside from CA$0.37 (an 86 bagger!).

Excellon Resources Inc. is a Toronto-based mineral exploration and development company focused on silver and gold projects in Peru, the United States, and Germany.Read more

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CA$31.8
98.8% undervalued intrinsic discount
Agricola's Fair Value
Profit Margin
10.92%
Future PE
20.65x
Price in 2030
CA$0
VRNO logo
Verano Holdings

Waiting for the Inevitable

Catalysts Federal rescheduling of marijuana from Schedule I to Schedule III of the Controlled Substances Act is an inevitability from a scientific and sociopolitical perspective within five years. Rescheduling will eliminate the application of the punitive s.Read more

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CA$5.52
59.1% undervalued intrinsic discount
Cwburton's Fair Value
Revenue
-6.28% p.a.
Profit Margin
15.34%
Future PE
22.64x
Price in 2030
CA$7.67
HOH logo
High Arctic Overseas Holdings

Deep Value Multi Bagger Opportunity

The company is a Spin off from HWO High Arctic Energy Services. HoH has assets (rigs) to operate in LNG extraction in PNG.Read more

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CA$4
71.5% undervalued intrinsic discount
Imthetxarbi's Fair Value
Profit Margin
47%
Future PE
10x
Price in 2030
CA$0
BUKS logo
Butler National

Butler National (Buks) outperforms.

Buks was the first Penny stock that I bought at. 44.Read more

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US$3.44
19.8% undervalued intrinsic discount
GaryB's Fair Value
Revenue
7.29% p.a.
Profit Margin
19.02%
Future PE
10.83x
Price in 2030
US$5.04
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.Read more

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18users have liked this narrative
3users have commented on this narrative
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US$60
90.4% undervalued intrinsic discount
Double_Bubbler's Fair Value
Profit Margin
40%
Future PE
47.21x
Price in 2030
US$88.76