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Global Weekly Picks
Draganfly
Sponsored
content by Draganfly
JO
Jolt_Communications
Community Contributor
America Wants Homegrown Drones — Draganfly Is Ready to Deliver
Key Takeaways Draganfly is one of the most experienced drone manufacturers worldwide, boasting nearly three decades of innovation, and is now emerging as a North American leader in secure, NDAA-compliant drones. The company is riding massive industry tailwinds as Western governments shift away from Chinese-made drones, funneling billions into trusted domestic suppliers.
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US$9.21
FV
27.4% undervalued
intrinsic discount
64.98%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
47
users have followed this narrative
10 days ago
author updated this narrative
Cheesecake Factory
ZW
Zwfis
Community Contributor
Cheesecake Factory offers an enticing opportunity for long-term growth by leveraging new concepts
The Cheesecake Factory is a stock that I believe most people do not understand it's actual potential; or really what makes this stock so attractive for long term growth. Here is a brief description of the company according to Benzinga: "Cheesecake Factory Inc owns and operates restaurants in the United States and Canada under brands that include The Cheesecake Factory, North Italia, and a collection within the Fox Restaurants Concepts subsidiary.
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US$73.83
FV
25.8% undervalued
intrinsic discount
14.51%
Revenue growth p.a.
Set Fair Value
12
users have liked this narrative
0
users have commented on this narrative
22
users have followed this narrative
27 days ago
author updated this narrative
Coca-Cola
AL
AllTrades
Community Contributor
Coca-Cola’s Intrinsic Value Set to Rise with Fed Rate Cut
The Federal Reserve’s recent 25 basis point cut may appear modest, but for Coca-Cola (NYSE: KO), it carries meaningful implications for valuation. As a consumer staples giant with steady free cash flows and a reputation as a dividend aristocrat, KO is highly sensitive to discount rates in long-term models.
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US$67.5
FV
2.7% undervalued
intrinsic discount
5.23%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
1
users have commented on this narrative
18
users have followed this narrative
New
narrative
1911 Gold
RO
RockeTeller
Community Contributor
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.
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CA$41
FV
98.0% undervalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
11
users have liked this narrative
4
users have commented on this narrative
53
users have followed this narrative
Updated
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CAAS
China Automotive Systems
WA
WaneInvestmentHouse
Community Contributor
CAAS Q2/H1 RESULT - Strong Revenue Growth Driven by EPS Expansion
CAAS posted solid top-line growth in Q2 2025, with net sales increasing 11.1% YoY to $176.2 million, propelled by surging Electric Power Steering (EPS) product sales, which grew 31.1% and now represent 41.4% of total sales. The company's transition toward advanced steering technologies positions it well for long-term demand in electric and autonomous vehicles.
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US$4.51
FV
8.6% overvalued
intrinsic discount
7.49%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
7
users have commented on this narrative
11
users have followed this narrative
about 1 month ago
author updated this narrative
Nigerian Aviation Handling
WA
WaneInvestmentHouse
Community Contributor
Nigerian Aviation Handling Company Plc (NAHCO) - H1/Q2 Result
Nigerian Aviation Handling Company Plc delivered a stellar H1 2025 result, reflecting strong earnings momentum, healthy operational leverage, and potential long-term growth driven by Nigeria’s expanding air travel and logistics industry. With gross profit margin nearly doubling year-on-year and a clean balance sheet, NAHCO is positioned to deliver robust shareholder value.
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₦90.37
FV
16.2% overvalued
intrinsic discount
20.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
8
users have commented on this narrative
18
users have followed this narrative
about 2 months ago
author updated this narrative
Global Net Lease
WA
WaneInvestmentHouse
Community Contributor
Global Net Lease Reports H1/Q2 Quarter 2025 Results
Key Strategic Actions Multi-Tenant Retail Sale Completed Final two phases closed; portfolio simplified, $6.5M annual G&A savings, ~$30M recurring capex reduction. Credit Rating Upgrade S&P: Corporate rating raised to BB+ ; unsecured notes upgraded to investment-grade BBB-.
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US$8.08
FV
0.9% overvalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
14
users have commented on this narrative
16
users have followed this narrative
about 2 months ago
author updated this narrative
Initiates
WA
WaneInvestmentHouse
Community Contributor
The Initiates Plc (TIP): H1/Q2 2025 Financial Performance
The Initiates Plc (TIP) delivered a robust half-year performance in 2025 , showing significant growth across revenue, profitability, asset base, and key financial ratios. These results reflect strong operational efficiency, improved cost management, and healthy liquidity positioning.
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₦14.05
FV
5.9% undervalued
intrinsic discount
0.50%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
3
users have commented on this narrative
14
users have followed this narrative
about 2 months ago
author updated this narrative
VFD Group
WA
WaneInvestmentHouse
Community Contributor
VFD Group Plc Q2/H1 Result – Solid Growth Trajectory Amidst Rising Finance Costs
VFD Group Plc delivered a strong financial performance for the half year ended June 30, 2025, showing significant top-line growth, improved profitability, and robust asset expansion. The Group's gross earnings rose by 44% YoY to ₦41.17 billion (H1 2024: ₦28.59 billion), driven by solid investment income and net gains on financial assets.
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₦14
FV
22.5% undervalued
intrinsic discount
7.15%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
6
users have commented on this narrative
21
users have followed this narrative
about 2 months ago
author updated this narrative
TRAN
Transcorp Power
WA
WaneInvestmentHouse
Community Contributor
Transcorp Power Plc Q2/H1 result– Resilient Earnings Growth Despite Margin Pressure
Transcorp Power Plc reported a solid 52% YoY revenue growth in H1 2025, driven by improved electricity generation and billing efficiency. However, rising costs — particularly in fuel, operations, and finance — compressed margins and impacted quarterly profitability.
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₦309.84
FV
1.3% overvalued
intrinsic discount
12.00%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
3
users have commented on this narrative
8
users have followed this narrative
about 2 months ago
author updated this narrative
Saul Centers
WA
WaneInvestmentHouse
Community Contributor
Saul Centers posted Q2 2025 results
Saul Centers posted Q2 2025 results showing healthy top-line growth but softer profitability as new development lease-up costs weighed on earnings. Strengths / Catalysts Revenue Growth: Total revenue rose to $70.8M from $66.9M a year ago (+5.8%), driven by incremental rent from Twinbrook Quarter Phase I and base rent growth in the existing portfolio.
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US$36.04
FV
11.3% undervalued
intrinsic discount
-4.64%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
3
users have commented on this narrative
7
users have followed this narrative
about 2 months ago
author updated this narrative
VAALCO Energy
WA
WaneInvestmentHouse
Community Contributor
Vaalco Energy delivered a mixed Q2 2025 performance
Vaalco Energy delivered a mixed Q2 2025 performance, reflecting strong operational execution but facing headwinds from weaker commodity prices. Strengths / Catalysts Production Beats Guidance: NRI production averaged 16,956 BOEPD, exceeding the high end of guidance, with sales volumes also above expectations.
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US$4.5
FV
5.6% undervalued
intrinsic discount
7.47%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
10
users have commented on this narrative
24
users have followed this narrative
about 2 months ago
author updated this narrative
Ecobank Transnational
WA
WaneInvestmentHouse
Community Contributor
Ecobank Delivers Strong Q2/H1 2025 result
Ecobank Group has demonstrated strong operational and financial resilience in the first half of 2025, delivering robust double-digit growth across all key performance metrics. The group’s diversified pan-African presence and strategic focus on digital banking, cost management, and customer acquisition are paying off, making it an attractive investment opportunity in the financial sector.
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₦29.23
FV
24.9% overvalued
intrinsic discount
5.43%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
3
users have commented on this narrative
12
users have followed this narrative
about 2 months ago
author updated this narrative