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Global Weekly Picks
Regulatory risk has increased and is not reflected in forward narrative
Q1 25 RESULTS - CFO mentioned regulatory risk in Europe. "In addition, we continue to monitor an active regulatory landscape, including legal and regulatory headwinds in the EU and the U.S. that could significantly impact our business and our financial results.Read more
Fully Permitted Gold Mine with 50 Baggers Potential
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
The company that went from selling GPUs to gamers to becoming the AI arms dealer of the 21st century.
1. The Backbone of the AI Revolution NVIDIA is not just a chipmaker.Read more
Subsea 7 Set for a Strong Q2 with Promising Upside in June
Q1 knappast någon viktig katalysator Orderingången för Subsea 7 i Q1 kommer sannolikt att vara liten och till största delen bestå av utökningsordrar (kommer troligen att ligga omkring drygt 500 miljoner dollar). Gällande intjäningen är Q1 alltid ett svagt kvartal på grund av säsongseffekter (låg aktivitetsnivå i Nordsjön).Read more
Crazy Undervalued 42 Baggers Silver Play (Active & Running Mine)
🪙 Santacruz Silver Mining (SCZ.V / SZSMF) – 2025 High-Leverage Valuation Snapshot Latest Snapshot (2025) Business : Mid-tier, polymetallic silver-focused producer with operations in Bolivia and Mexico. Mines : Produces silver plus significant zinc/lead by-products (all reported as silver-equivalent ounces ).Read more
7,000% US Based Idaho & Utah Gold Miner Play
🪙 REVIVAL GOLD (RVG.V / RVLGF) Latest Shares Outstanding • 272,400,000 shares basic • 317,700,000 fully diluted • Strong insider ownership (~35%) • Trading on TSXV & OTCQX Latest AISC (PFS Proxy) • AISC assumption: US$1,235/oz • Based on heap-leach starter PFS and industry comparable costs • This is more reliable than worst-case stress AISC values Core Projects • Beartrack–Arnett (Idaho) – ~4M oz gold resource, largest past producer in Idaho • Mercur (Utah) – ~1.6M oz gold resource, heap-leach restart potential ================================================== ️ RISKS & CATALYSTS MAPPED TO TIMELINE (2025 → 2031) 2025 – EARLY STAGE TECHNICAL + PERMITTING RISK Risks • Mercur PEA or drilling delays. • Beartrack permitting packages may take longer than expected.Read more
Niche business with a big future
A niche business with exposure to multiple market sectors may sound like a contradiction, but the 4WD aftermarket accessories industry is exactly that. While most people think of recreational off-roading, aftermarket accessories are essential across a diverse set of professional users — tradespeople, farmers, miners, land-management agencies, and utility providers all rely on well-equipped 4WD vehicles to operate effectively.Read more
Expect a future valuation of 22x as AstraZeneca bets on pipeline strength
Catalysts Most Immediate Catalyst (1–2 Years): Strong Oncology Portfolio Growth: AstraZeneca’s cancer drugs Tagrisso, Imfinzi, Enhertu, and Calquence continue gaining market share, driving double-digit revenue growth in oncology. Respiratory & Cardiovascular Expansion: New approvals and label expansions in Farxiga (diabetes/heart failure) and Tezspire (severe asthma) can drive meaningful sales upside.Read more
The company that turned a verb into a global necessity and basically runs the modern internet, digital ads, smartphones, maps, and AI.
1. Digital Ad Dominance That Prints Cash Alphabet is the undisputed heavyweight champion of digital advertising — responsible for nearly 30% of global ad spend.Read more
