Global Community

Key Financials: 2024 Forecast: 80,000 oz production; $160M cash flow. 2029 Forecast: 155,000 oz production; $250M cash flow.

Alphabet, the parent company of Google, has consistently demonstrated its prowess in innovation and strategic foresight. While the recent quarterly results have showcased impressive financial performance, it's the company's relentless pursuit of long-term value creation that truly sets it apart.

It's just a car company. Level 4 autonomy is not going to be achieved for now while Elon Musk continuously insinuates that Level 5 autonomy will be available soon.

Montage Gold – Overview (Côte d’Ivoire) Project : Kone + Gbongogo Land Package : 500,000 acres Resource : 5 million oz (4M oz reserves) Production Plan : Starts at 300,000 oz/year Capex : $900M (fully funded via $700M streaming deal + $125M debt) AISC : ~$1,000/oz First Pour : Q2 2027 Stream Deal : 23% of production at low fixed prices – hurts profitability 2023 Drill Highlights (Gbongogo) 113.25m @ 2.30 g/t 48.00m @ 1.72 g/t 45.75m @ 1.90 g/t 20.50m @ 10.95 g/t 17.00m @ 8.56 g/t Valuation at $4,000 Gold Let’s estimate using 300,000 oz/year: Streamed Production (23%) : 69,000 oz (minimal profit) Unstreamed Production (77%) : 231,000 oz FCF per oz : $4,000 - $1,000 = $3,000 Total FCF : 231,000 × $3,000 = $693M/year Valuation (10x FCF) : $6.93 billion Stock Price Potential If FCF is $693M and we apply a 10x multiple , the valuation = $6.93B If they have ~200M shares (estimate): Stock Price = $6.93B ÷ 200M = $34.65 per share Conclusion At $4,000 gold , Montage Gold could be worth $30–35/share , even with the streaming deal. Strong team, solid project, and multi-mine potential.

To calculate the potential stock price of Fresnillo if silver reaches $100 per oz, we can follow these steps: ### Assumptions and Inputs 1. Annual Silver Production: 55 million oz (projected for 2025).

Panasian Power Plc INTRODUCTION Panasian power plc is a pioneering supplier of clean and renewable energy which commenced operations in 2002 and has since become a leader in the renewable energy industry. PAP produces clean renewable energy from hydro, solar and other renewables sources in Asia and Africa.

NatWest Group is teaming up with OpenAI to bring generative artificial intelligence (GenAI) to its customer service and productivity. This partnership marks the first time a UK-based bank has joined forces with OpenAI.

Sampath Bank PLC, one of Sri Lanka’s leading commercial banks, appears to be significantly undervalued based on intrinsic valuation models. Our analysis, incorporating the Dividend Discount Model (DDM), Excess Capital Model, and Adjusted Book Value + ROE Growth, suggests a weighted intrinsic value of Rs. 176.35 per share compared to its current market price of Rs. 121.5. This indicates a 31.1% margin of safety , signaling a compelling investment opportunity.

Company Overview TransJamaican Highway Limited operates Jamaica’s East-West toll road network under a concession agreement extending until 2036, making it a cornerstone infrastructure asset with predictable cash flows tied to toll rates and traffic volumes. Catalysts Traffic Growth: Continued urban development and highway expansions (e.g., Phase 1C) drive traffic volume increases.