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MGPI logo
MGP Ingredients

THE KINGDOM OF BROWN GOODS: WHY MGPI IS BEING CRUSHED BY INVENTORY & PRIMED FOR RESURRECTION

Originally Posted Dec 5 on the Woodworth Contrarian News Page Brought to you by Quinn Millegan & The Woodworth Contrarian Fund A Deep Dive Into Why the Market Is Pricing MGPI for Permanent Decline When Cyclical Recovery Is Lurking in Plain Sight MGP Ingredient’s factories in Atchison, KS & Lawrenceburg, IN - MGP Ingredients Corporate THE SETUP: MEET THE STOCK THAT FELL 75% AND NOBODY NOTICED MGP Ingredients closed at $24.70 yesterday (with a 3–6% increase intraday today). Two years ago—December 4, 2023—it traded at $91.53.
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US$40
FV
35.0% undervalued intrinsic discount
1.36%
Revenue growth p.a.
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27users have followed this narrative
EVTL logo
Vertical Aerospace

Why Vertical Aerospace (NYSE: EVTL) is Worth Possibly Over 13x its Current Price

Once again, I boldly foretell a future possibility for the years ahead. Some reading this may scoff, or may laugh and move on.
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US$60
FV
90.4% undervalued intrinsic discount
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3users have commented on this narrative
26users have followed this narrative
ORCL logo
Oracle

The Quiet Giant That Became AI’s Power Grid

The story of Oracle’s transformation is a narrative of strategic repositioning that has culminated in the company emerging as an indispensable infrastructure partner for the world’s most demanding Artificial Intelligence (AI) workloads. This strategic shift, defined by massive infrastructure investment, a landmark partnership with OpenAI, and the rise of colossal superclusters, has driven an unprecedented surge in its contract backlog, fundamentally reshaping Oracle’s long-term growth trajectory and competitive landscape.
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US$389.81
FV
51.3% undervalued intrinsic discount
28.00%
Revenue growth p.a.
9users have liked this narrative
4users have commented on this narrative
48users have followed this narrative
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AMD logo
Advanced Micro Devices

AMD’s Game-Changing Q3 Highlights

Advanced Micro Devices, Inc. (AMD) continues to thrive in the semiconductor industry, leveraging strategic expansions and innovations against surging demand driven by AI and data center growth.Read more

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US$200
5.4% overvalued intrinsic discount
yiannisz's Fair Value
Revenue
15.01% p.a.
Profit Margin
7.52%
Future PE
133.15x
Price in 2029
US$294.74
TSLA logo
Tesla

Navigating the Future: Analysis of Tesla's Growth and Challenges

Catalysts FSD (Supervised): This is Tesla's Full Self-Driving technology. As it progresses towards full autonomy, consider the potential for mass adoption and its impact on Tesla's brand and sales.Read more

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US$332.98
37.8% overvalued intrinsic discount
FineAnts's Fair Value
Revenue
40.05% p.a.
Profit Margin
14.1%
Future PE
39x
Price in 2027
US$440.49
SBUX logo
Starbucks

International Store Growth To Sustain Revenue Growth Despite Labour Headwinds

Key Takeaways Store growth plans to increase by 74% internationally, but only 12% in the US. Coffee demand is expected to be a tailwind for revenues longer term, growing at a stable 4.2%.Read more

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4users have commented on this narrative
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US$86.27
1.1% undervalued intrinsic discount
Goran_Damchevski's Fair Value
Revenue
5% p.a.
Profit Margin
13%
Future PE
22x
Price in 2029
US$118.15
ARMN logo
Aris Mining

potential stock price of Aris Mining at $4,000 per ounce of gold

To calculate the potential stock price of Aris Mining at $4,000 per ounce of gold, we would follow these steps: 1. Current Production Metrics: - By the end of 2025, Aris expects to be mining around 450,000 oz annually.Read more

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US$63
75.1% undervalued intrinsic discount
RockeTeller's Fair Value
Revenue
93.33% p.a.
Profit Margin
2.76%
Future PE
63.43x
Price in 2029
US$92.6
GWA logo
Gowest Gold

at a gold price of $4,000 per oz

To estimate the potential stock price for Gowest Gold based on their Bradshaw project, we’ll analyze projected production, costs, potential free cash flow, and market valuation. Step 1: Production Forecast and Revenue Calculation 1.Read more

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CA$5.4
97.2% undervalued intrinsic discount
RockeTeller's Fair Value
Profit Margin
9.5%
Future PE
N/A
Price in 2029
CA$0
NKE logo
NIKE

Global Direct-To-Consumer Growth May Reduce Nike’s Premium

Key Takeaways While Direct-To-Consumer sales may improve Nike’s margins, it will make it harder for the company to retain their market share. The market is more accessible and Nike has to find ways to stay ahead of marketplaces, retailers, fast fashion brands, outlets, etc.Read more

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US$75.23
10.3% undervalued intrinsic discount
Goran_Damchevski's Fair Value
Revenue
4% p.a.
Profit Margin
11.5%
Future PE
21x
Price in 2028
US$114.1
SGR logo
Star Entertainment Group

SGR Turn around or take over?

Catalysts: The company will remediate their issues with the government and get their casino licence back, however, this is likely to take many years. An external player makes a take over offer that investors can't refuse.Read more

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1users have commented on this narrative
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AU$0.26
59.6% undervalued intrinsic discount
LeoChivo's Fair Value
Revenue
0.69% p.a.
Profit Margin
7.3%
Future PE
12.02x
Price in 2029
AU$0.14
MRK logo
Merck

Merck & Co.: Navigating Pharmaceutical Frontiers Amidst Patent Challenges

Executive Summary: Merck & Co., a pharmaceutical powerhouse, faces a pivotal moment balancing its innovative strengths against looming patent expirations. This analysis delves into the company's strategic positioning and its implications for investors.Read more

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US$112.55
10.9% undervalued intrinsic discount
bucailei's Fair Value
Revenue
5.25% p.a.
Profit Margin
21.98%
Future PE
20.98x
Price in 2027
US$132.99
PPGN logo
PolyPeptide Group

Biotech longerterm bet

211011 Draupnir noch ein Anteil von rund 55,5% an Polypeptide. Der «Free Float» an der Börse SIX erhöht sich dadurch gleichzeitig von 40,0 auf rund 44,5%.Read more

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CHF 33.1
24.6% undervalued intrinsic discount
PKU's Fair Value
Revenue
11.03% p.a.
Profit Margin
13.61%
Future PE
18.34x
Price in 2029
CHF 41.08