Our community narratives are driven by numbers and valuation.
Key Takeaways Unicycive has successfully completed clinical development of its lead asset, Oxylanthanum Carbonate (OLC). OLC has been designed to improve on current phosphate binders by offering better efficacy, fewer pills, and improved tolerability over alternative treatments for hyperphosphatemia chronic kidney disease patients on dialysis.Read more

A Global Powerhouse in the Making Sector: Global Industrials / Energy Transition Current Price: €43.62 | Target Price: €74.50 The Institutionalization of a Global Champion I maintain my BUY rating on Metlen Energy & Metals (MTLN) , raising the 12-month price target to €74.50. The investment thesis has evolved from a "Greek recovery play" to a "Global Industrial Leader" narrative.Read more
Perhitungan model DCF saya menunjukkan nilai intrinsik RALS hanya sekitar Rp 280 per saham. Mengingat harga pasar saat ini di atas Rp 450, saham ini jelas overvalued berdasarkan fundamental jangka panjang.Read more
West Red Lake Gold Mines – $4,000 Gold Scenario Assumptions Production: 100,000 oz/year AISC: $1,200/oz Gold Price: $4,000/oz Valuation Multiple: 10× FCF Shares Outstanding (assumed): 100M Step 1: Revenue Revenue = 100,000 oz × $4,000 = $400,000,000 Step 2: Costs Costs = 100,000 oz × $1,200 = $120,000,000 Step 3: Free Cash Flow (FCF) FCF = $400,000,000 – $120,000,000 = $280,000,000 Step 4: Market Cap (10× FCF) Market Cap = $280,000,000 × 10 = $2,800,000,000 Step 5: Stock Price Stock Price = $2,800,000,000 ÷ 100,000,000 = $28/share ✅ Conclusion: At $4,000/oz gold, 100k oz/year production, and $1,200/oz AISC, West Red Lake could trade around $28/share (based on 100M shares). ⚠️ With the actual 2025 share count (~343M basic / ~517M fully diluted) , the per-share price would be much lower.Read more

OPAP S.A. (OPAP.AT), Greece's dominant gaming and lottery operator with exclusive concessions across lotteries, sports betting, video lottery terminals (VLTs), and online platforms, is undergoing a transformative merger with Allwyn International AG, announced on October 13, 2025, to form the world's second-largest listed lottery and gaming entity valued at €16 billion. This all-share transaction, pending shareholder approval at an Extraordinary General Meeting on January 7, 2026, positions OPAP for pan-European expansion, leveraging Allwyn's footprints in the UK, Austria, and Czech Republic while enhancing OPAP's online and VLT capabilities domestically.Read more
Endeavour Silver (EDR.TO) Valuation Scenario Assumptions Production Estimate: 9 million oz annually starting in 2025 Price of Silver: $100 per oz All-in Sustaining Costs (AISC): $20 per oz (post-Terronera) Valuation Multiple: 10× free cash flow (FCF) Revenue & Cost Calculation 1. Annual Revenue Revenue = Production × Price per oz Revenue = 9,000,000 × 100 = $900,000,000 USD 2.Read more

Intuit (NASDAQ: INTU) has quietly become one of the most influential platforms in the small business economy. While best known for TurboTax and QuickBooks, Intuit’s real strength lies in how deeply its products are embedded into everyday financial decision-making.Read more
UnitedHealth Group (NYSE: UNH) sits at the center of the most complex and expensive system in the American economy: healthcare. While many insurers compete primarily on pricing and network breadth, UnitedHealth has spent the last decade building something structurally different.Read more
It is almost impossible to obtain a drug label from the FDA for pediatric use - this topical non-steroidal drug ZORYVE is very safe and highly effective for both pediatric and adult patients. The drug is potent in the skin, it is not well absorbed and is quickly metabolized which limits systemic exposure and minimizes side effect risks.Read more
