Global Community
Our community narratives are driven by numbers and valuation.
Community Investing Ideas
Global Weekly Picks
Uncertain/Neutral - 3 Years
The launch of the next console in 2025 will most likely benefit Nintendo over the following three years, as it gradually gains traction. Risks A flop of the new console due to poor reception or high price.Read more
IRDM: Leveraging Satelles Synergies with Opportunistic Buybacks for Long-Term Growth
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
Pre-Market Explosion
Organigram Holdings Inc. has seen some significant developments in the past four months: ✓ Acquisition of Motif Labs: In December 2024, Organigram acquired Motif Labs, a Canadian cannabis company, for C$90 million upfront.Read more
The Berkshire Success Recipe: Concentrated Portfolio With Diversified Operations
Berkshire has managed to find a balance between a diversified business and an alpha-rich portfolio. The company’s efficiency is reflected in its low risk, which also limits growth.Read more
Triple Flag Precious Metals Overview and Stock Price Projection (at $4,000/oz Gold, $100/oz Silver)
Key Financials: Royalties: 236 (32 producing). 2024 Guidance: 100k–115k GEOs. 2024–2028 Average Production: 140k GEOs/year.Read more
If gold reaches $4,000/oz
Key Assumptions : Havieron Production : Annual Production: 450,000 oz/year. AISC: $1,150/oz.Read more
If gold reaches $4,000/oz and silver reaches $100/oz
Key Assumptions : Production Guidance for 2025 : Total Production: 100,000 oz AUEQ. Metal Contribution: 50% from gold and silver, 50% from base metals.Read more
Sandstorm Gold Overview and Stock Price Projection (at $4,000/oz Gold)
Key Financials: 2024 Forecast: 80,000 oz production; $160M cash flow. 2029 Forecast: 155,000 oz production; $250M cash flow.Read more
Eagle Royalties Best Scenario
Eagle Royalties Stock Price Calculation Assumptions: Gold price: $4,000/oz Silver price: $100/oz FCF multiple: 20x Shares outstanding: 30 million (estimate) NSR portfolio production: Gold: 100,000 oz/year at 1% NSR Silver: 500,000 oz/year at 1% NSR FCF margin: 85% Step 1: NSR Revenue Calculation Gold Revenue: 100,000 oz × $4,000/oz × 1% = $4,000,000 Silver Revenue: 500,000 oz × $100/oz × 1% = $500,000 Total Revenue: $4,000,000 + $500,000 = $4,500,000 Step 2: Free Cash Flow (FCF) FCF: $4,500,000 × 85% = $3,825,000 Step 3: Market Cap Calculation Market Cap: $3,825,000 × 20 = $76,500,000 Step 4: Stock Price Calculation Stock Price: $76,500,000 ÷ 30,000,000 = $2.55/share Conclusion: If gold reaches $4,000/oz and silver hits $100/oz , the estimated stock price for Eagle Royalties would be $2.55/share , assuming the above revenue and production scenario.Read more
