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Intuitive Surgical (ISRG) is a pioneer in robotic-assisted surgery, revolutionizing the medical field with its da Vinci surgical system. Founded in 1995, the company has continuously innovated, making minimally invasive surgery more precise and efficient.Read more

<<< To see my other narratives, please scroll up and klick on Tokyo (next to my profile picture) >>> Update from 10.03.2025 Now proftiability is no longer ahead, Todd McKinnon reached profitability! In SWS Overview it is staded: "Became profitable this year" Under 2.1 now you can see the break even to $28M.Read more

First Mining Gold Corp. (TSX:FF) has several advantages over other companies in the gold mining and exploration sector, particularly due to its focus on large-scale, advanced-stage projects in Canada and its strategic business model.Read more

Catalysts Coterra Energy’s LNG agreements have the potential to significantly enhance sales and earnings. By diversifying its natural gas marketing portfolio and gaining price exposure to international markets such as Europe and Asia, the company secures higher-margin opportunities.Read more

In the most optimistic scenario, TGS capitalizes on its merger with PGS, leveraging the cost synergies of over $50 million annually​. This creates a significant financial buffer, allowing the company to focus on strategic growth while optimizing operational efficiencies.Read more

Update as of 10 April: Both commercially and, according to several industry rankings and customer surveys, in terms of its product, Cathay Pacific is up there with the top carriers in international air travel. Only Singapore Airlines, the region's other leading carrier, matches Cathay's remarkable margins and earnings strength.Read more

Next 6-12 months: Global economic slowdown: A recession in key markets (US, Europe) could reduce IT spending. Best case scenario revenue can grow 10% YoY max, given forecast recently of 4% growth.Read more

Update as of 9 April: Just like any other basic resources stock, SSAB got hammered ever since the advent of Trump's reciprocal tariffs and their ongoing escalation down to recession fears; thus, as always with markets tumbling on a broad basis, it's no use to catch a falling knife. Once the current, all-out sell-off is over, however, I stick to SSAB's relatively positive prospects due to the catalysts as given below, since nothing has changed with the EU's investment agenda.Read more

Hochschild Mining – Overview Location : South America Production (2025) : Gold: 250,000 oz Silver: 8 million oz (excluding Pallancata C&M) AISC (Break-even) : Gold: ~$1,850/oz Silver: ~$24/oz Cash Flow Margin at $4,000 gold / $100 silver : Strong Debt : $350M $100M due in 2024 $89M cash on hand $200M additional credit available New & Future Projects Mara Rosa (Brazil) : 80,000 oz/year (low cost) Started in 2024 Royropata (Peru) : 100,000 oz AUEQ (3M oz silver/year) Starts in 2028 Monte Do Carmo (Brazil) : 90,000 oz gold Permitting stage – expected 2028 Volcan (Chile) : 9 million oz gold (.7 gpt) Potential 330K oz/year AISC: ~$1,000 Capex: $900M Production could begin 2028–2030 Not included in cash flow estimate (optional upside or sale) Ownership 50% owned by one family Dividends are a priority Unlikely to sell – growth focus Valuation at $4,000 Gold / $100 Silver Assume production from 2028 with 400K oz gold & 10M oz silver: Gold FCF : 400,000 oz × ($4,000 – $1,850) = $860M Silver FCF : 10,000,000 oz × ($100 – $24) = $760M Total Annual FCF ≈ $1.62B Valuation at 10x FCF = $16.2B Conclusion If Hochschild Mining executes on new projects and gold reaches $4,000/oz, silver hits $100/oz, the company could be worth over $16 billion. However, high debt, permitting risks, and political red flags (Argentina, Peru, Chile) may keep valuation multiples conservative.Read more