Our community narratives are driven by numbers and valuation.
I have been reviewing Volta Metals ’ recently updated Springer REE deposit mineral resource estimate (https://www.voltametals.ca/s/VLTA-NR-2026-02-23.pdf) and wanted to contextualize its scale on an in-situ value basis relative to more conventional precious and base metal deposits. In the independent Springer resource estimate conducted by SLR Consulting, a net metal revenue (“NMR”) of C$159/t is applied to the 56.6 Mt of indicated resources and C$128/t to the 119.5 Mt of inferred resources, implying a combined in-situ value of approximately C$24.3 billion.Read more
Zuckerberg Is Building a Railroad. The Question Is Whether Anyone Needs to Go Where It Leads.Read more

Here are data based on 3rd quarter: BVPS ~ EUR 171.5 Normalized ROE: 13–16% Payout: 50–60% CET1 above SREP Regarding publish strategy for the 2026 Strategy target: Recurring revenues: EUR 1.1bn → > EUR 2.0bn Profit: EUR 0.5bn → > EUR 1.0bn CIR: 46% → <45% ROE: >15% (including 1–2 p.p. uplift from strategic initiatives) P/B: 0.8x → >1.0x Payout ratio: 40% → 50–60% Capital and risk CET1: 16.4% → >13% Assumptions NIM remains >3.2% (this might be difficult to keep) CIR improves toward 43% (now is cca 45%) Strong growth in fee income ( they plan to proceed with acquisitions) ROE 16–17% ( now is around 15%) Payout 60% Outcome BVPS 2030: ~EUR 250 P/B: 1.15x Share price: ~EUR 285 Cumulative dividends: ~EUR 75 Total value in 2030: ~EUR 360 Scenario is bullish but there is a room to achieve this. A possible future greater presence on the Croatian market, which is burdened with certain problems from the political past of relations between Slovenia and Croatia, would probably catapult the share above €360 by 2030.Read more
Revenue is expected to reach 160-200m in 2026. Gross margins should improve modestly over time.Read more
ELRIDGE Energy Holdings Berhad is starting to see steady institutional accumulation , with substantial shareholder Urusharta Jamaah Sdn. Bhd.Read more
Critical Error — Revenue = $0 SWS says: "Makes less than USD$1m in revenue ($0)" → Gross Margin 0%, Net Profit Margin 0%, P/S Ratio 0.0x Reality: CTGO uses equity method accounting for its 30% Peak Gold JV interest. Under this method, gold sales revenue stays on the JV's books — CTGO reports it as a single line "Income from equity investment in Peak Gold LLC: $88.6M".Read more

Q3 FY8/26 results update Executing on growth; near-term profitability reflects investment cycle - Q1-3 FY8/26 revenue growth is strong, driven by the first full-year contribution from KIZUNA Holdings, though operating margins are impacted by goodwill amortization, new hall opening costs, and recruitment expenses. The acquisition of Cocolonet demonstrates that M&A remains central to SAN Holdings' growth strategy.Read more

Key Positive Drivers and Financial Highlights 1. Exceptional Fiscal Year 2025 Results The company’s full-year results for the period ending December 31, 2025, revealed substantial growth across all key financial metrics.Read more
$BLCO & $COO. The Silence After the AGM: A Retail Investor’s Timeline, Findings, and Opinion on an Unprecedented Governance Failure By a Retail Investor and Portfolio Manager (Opinion) --- I.Read more


