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Global Weekly Picks
Challenging Future for STG as Organic Sales Decline by 8.8%
Key Financial Results (Q1 2025) Reported net sales : DKK 2.0 billion ( +1.3% year-over-year ). Organic net sales growth : -8.8% , due to: Lower consumption of handmade cigars in the U.S. End of online distribution of ZYN in the U.S. Temporary supply issues caused by SAP implementation in European factories.Read more
Historically Cheap, but the Margin of Safety Is Still Thin
Catalysts Electronics-complexity super-cycle — AI datacentres, EVs and advanced display / semiconductor nodes require ever-finer photomasks, ultra-precise die bonding and higher-reliability SMT lines, directly fueling sales of Pattern Generators, dispensing/coating and photonics tools. Proven pricing power — gross margin has averaged 54 % over the past decade (≈ 40 % lowpint), showing customers pay a premium for Mycronic’s precision and uptime.Read more
TASK Market Outlook
Digital outsourcing company that provides next-generation customer experience and back-office support for innovative and disruptive technology Sector: Technology Industry: Business Process Outsourcing (BPO) Market Capitalization: $1.5b (Small-cap) Major Competitors: Its competitors range from large, diversified BPO providers to smaller, niche players specializing in customer experience (CX), back-office support, and digital transformation. Below are TaskUs’s major and direct competitors: Teleperformance: A global leader in outsourced CX management and back-office services.Read more
HLIT Market Outlook
Harmonic Inc. (NASDAQ: HLIT) is a company in the communications equipment industry, with a market capitalization of approximately $1.5 billion as of December 31, 2024.Read more
A case for TSXV:USA to reach USD $5.00 - $9.00 (CAD $7.30–$12.29) by 2029.
Americas Gold and Silver Corporation (TSXV: USA) – 5-Year Outlook (2025–2029) This analysis evaluates the potential performance of Americas Gold and Silver Corporation (TSXV: USA) over the next five years, based on the assumptions: successful production at Cosalá Operations (including the EC120 project) and the Galena Complex, a silver price of $100/oz, gold price of $4,000/oz, oil price of $60/barrel, 7.5% annual inflation, a gold and silver bull market from 2025–2029 and no stock dilution. All financial figures are in USD unless otherwise stated.Read more
AFYA Market Outlook
Afya Limited (NASDAQ: AFYA) is a Brazilian company specializing in medical education and digital health services. Sector: Education Industry: Medical Education Market Capitalization: $1.4b (small cap) Major Competitors: Afya Limited (NASDAQ: AFYA) is a prominent player in Brazil's medical education sector.Read more
Suncorp’s Next Chapter: Insurance-Only and Ready to Grow
As of 31 July 2024, Suncorp completed the sale of its banking division to ANZ, marking a significant strategic shift to become a pure-play insurance company. Almost a year into this transformation, it's worth reviewing how the business is shaping up ahead of the next reporting season.Read more
A case for USD $26.00 (CAD 36.00) by 2030 with a MKT CAP of CAD$8.40 billion (USD$6.10) (10 bagger by Dec 2027)
Company Overview Silver Storm Mining Ltd. is a Canadian mineral exploration company focused on silver projects in Durango, Mexico, owning: La Parrilla Silver Mine Complex: A past-producing mine with 41 concessions (69,478 hectares), a 2,000 tpd processing facility, and historical production of 34.3 million silver-equivalent ounces (AgEq) from 2005 to 2019.Read more
A case for CAD$ 11.28 (USD $8.30) by 2029
Below is an analysis of West Red Lake Gold Mines Ltd. (TSXV: WRLG) assuming a successful restart of the Madsen mine and Rowan property, a precious metals bull market, and specific economic conditions.Read more
