Community

To calculate the potential stock price of STLLR Gold if gold reaches $4,000 per oz, we'll follow these steps: Estimate the Total Resource Value : Total resources: 18 million oz Gold price: $4,000 per oz Total Resource Value=18,000,000 oz×4,000 USD/oz=72,000,000,000 USD(or 72 billion USD)\text{Total Resource Value} = 18,000,000 \, \text{oz} \times 4,000 \, \text{USD/oz} = 72,000,000,000 \, \text{USD} \quad (\text{or } 72 \, \text{billion USD})Total Resource Value=18,000,000oz×4,000USD/oz=72,000,000,000USD(or 72billion USD) Valuation as a Producer : If we consider the company as a producer and use a more conservative valuation multiple, say $400 per oz for production: Potential Producer Valuation=18,000,000 oz×400 USD/oz=7,200,000,000 USD(or 7.2 billion USD)\text{Potential Producer Valuation} = 18,000,000 \, \text{oz} \times 400 \, \text{USD/oz} = 7,200,000,000 \, \text{USD} \quad (\text{or } 7.2 \, \text{billion USD})Potential Producer Valuation=18,000,000oz×400USD/oz=7,200,000,000USD(or 7.2billion USD) Calculate Market Cap and Stock Price : To find the stock price, we need the total shares outstanding. For example, if we assume there are 100 million shares outstanding (you'll need to adjust this based on the actual number): Stock Price=Market CapShares Outstanding\text{Stock Price} = \frac{\text{Market Cap}}{\text{Shares Outstanding}}Stock Price=Shares OutstandingMarket Cap​ If we take the potential producer valuation: Stock Price=7,200,000,000100,000,000=72 USD/share\text{Stock Price} = \frac{7,200,000,000}{100,000,000} = 72 \, \text{USD/share}Stock Price=100,000,0007,200,000,000​=72USD/share Conclusion If gold reaches $4,000 per oz, and assuming the company is valued as a producer with potential resources of 18 million oz, the stock price could be around $72 per share if there are 100 million shares outstanding.

Key Takeaways Payments industry is likely going to become increasingly competitive. PYPL's margin trouble will likely persist - too many competing firms + high incentive to offer lower fees.

Catalysts Are there any products or services that could move sales or earnings meaningfully? Entry into the EV market with the Scorpio Electric X1 Are there any industry tailwinds this stock is benefitting or hindered from?

Catalysts: Stable Demand for Packaged Foods : General Mills operates in the consumer foods sector, which has seen consistent demand for packaged foods. The company’s diverse product portfolio, including ready-to-eat cereals, snacks, and baking mixes, positions it well to benefit from this trend.

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.

Key Takeaways Costco may be overvalued, but its stable profitability indicates that it can catch-up in five years Growing the number of warehouses still makes sense, despite the lower returns Its own Kirkland brand, and eComm will contribute to margin expansion The special dividend is a working capital optimization tactic that also incentivizes investors to hold Membership fee increases may degrade loyalty, and act as a negative catalyst for the stock Catalysts Kirkland Signature's Growing Presence on Shelves Could Increase Margins Costco is a customer-centric company, with a $300B market cap and $246B in annual revenue. Its substantial purchasing power allows it to negotiate favorable deals with suppliers, enabling it to pass on savings to its members.

Key Takeaways Expanding the customer base with large brands via the Shopify Plus subscriptions is a profitable way to grow the business. In my view, Shopify has a $32B software, and $15.4B payments market opportunity.

1. Digital Transformation Driving IT Demand Rising IT spending in India, Middle East, and emerging markets.

Baidu Inc. (NASDAQ: BIDU) is a leading Chinese technology company specializing in internet-related services and artificial intelligence (AI).