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Upside Gold

Rick_Orford

Community Contributor

This OVERLOOKED Gold Stock Could TRIPLE - 3.3M Ounces, Bottom-of-Peer Valuation

A small Canadian explorer says its Kena project already holds a large gold deposit and could grow further by folding in past drilling and adding copper and silver for the first time. The next drill season and a new independent resource update could be the moment that proves whether this discount is deserved or not.

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CA$4

71.5% undervalued

2.3k

AST SpaceMobile

HedgeY

Community Contributor

AST SpaceMobile: The Boldest Direct-to-Cell Bet in Public Markets

AST SpaceMobile is moving from demos to putting real satellites in orbit to bring phone service to regular smartphones in places where towers can’t reach. Big carrier tie-ups and early government work add credibility, but the plan still hinges on flawless launches and smooth rollout in a crowded satellite race.

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US$170

37.9% undervalued

Onto Innovation

FundamentalFlow

Community Contributor

Onto Innovation: The Advanced Packaging Chokepoint 51.3% undervalued intrinsic discount

A little-known step in making AI chips work at scale is turning into a bottleneck: stacking and checking chips and memory so they don’t fail. Onto Innovation may sit right in that chokepoint thanks to a key customer qualification and growing demand from AI memory makers, but delays, tougher competition, or export rules could still derail the story.

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US$380

32.7% undervalued

19.93%

Revenue growth p.a.

Nu Holdings

martinarauz

Community Contributor

Investment Analysis (May 2026)

Nu Holdings takes a hit as Brazil’s economy weakens and loan losses rise, but the core idea stays the same: a branch-free bank that keeps gaining customers and selling them more services. The next chapters—getting bigger in Mexico, testing new AI-driven advice, and a possible move into the U.S.—could change how investors see the business, but there are real risks tied to Brazil and credit quality.

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US$22.74

42.9% undervalued

24.00%

Revenue growth p.a.

248

Volta Metals

Springer REE deposit 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

CA$3.5

95.0% undervalued

REElax's

Fair Value

Profit Margin

12.41%

Future PE

19.35x

Price in 2029

CA$4.33

ServiceNow

NOW is an established SAAS positioned for accelerated growth over the next 5 years.

ServiceNow looks like it’s entering a faster-growth chapter as demand for its AI tools and cloud software picks up again across the sector. It’s also pushing deeper into heavily regulated industries and expanding into security-related products, which could open new ways to grow.Read more

US$155

12.3% undervalued

Alice3D's

Fair Value

Revenue

15.82% p.a.

Profit Margin

12.59%

Future PE

63.82x

Price in 2031

US$233.6

Discovery Silver

#1 Silver Play with Positive Cashflow Gold Miner (Top Notch Team)

Discovery Silver has shifted from a “one big silver project someday” story into a company that already produces gold in Canada, while still holding a huge silver project in Mexico for future upside. The big question is whether it can grow output and keep costs under control without taking on too much debt or selling lots of new shares.Read more

CA$70

88.5% undervalued

RockeTeller's

Fair Value

Revenue

N/A

Profit Margin

9.5%

Future PE

N/A

Price in 2031

CA$0

SEALSQ

SEALSQ and it’s promising Future

SEALSQ aims to help protect data in a world where today’s encryption could become easier to break, building security chips and tools designed for the next wave of cyber threats. The upside depends on whether governments and big organizations move faster toward these new security standards—and whether SEALSQ can turn early momentum and a strong cash buffer into real scale.Read more

US$0.64

454.7% overvalued

Domaldinho's

Fair Value

Profit Margin

15.76%

Future PE

53.23x

Price in 2031

US$1.06

Aoyama Zaisan Networks CompanyLimited

Preparing for re-acceleration in FY12/27

Q4 FY12/25 results update Wealth Consulting positioned for growth in FY12/26 – AZN is navigating the turbulence related to the tax reforms impacting ADVANTAGE CLUB well, with formations resuming in February 2026 and expected to ramp up to normalized levels in Q2. Demand remains robust, evidenced by the Akasaka Mitsuke AD's one-week sellout.Read more

JP¥1.31k

0.1% undervalued

AstrisCorporateAdvisory's

Fair Value

Revenue

6.59% p.a.

Profit Margin

6.58%

Future PE

11.75x

Price in 2031

JP¥1.84k

Zoomd Technologies

Zoomd: A Recovery Trade, Not A Growth Story

Catalysts The main catalyst is a recovery in customer activity after the recent revenue shock. Zoomd’s Q1 2026 revenue fell 62% year over year to $6.9 million, mainly because two major customers changed their operating models.Read more

CA$1.21

65.1% undervalued

Klim's

Fair Value

My fair value is based on a recovery scenario rather than an aggressive growth case. I assume Zoomd’s revenue recovers toward roughly US$60M to US$70M over the next 3 to 5 years, which is close to its previous revenue level before the Q1 2026 disruption. I then assume the company can return to around US$15M in profit if revenue stabilizes and the recent cost cuts flow through. To avoid using an overly aggressive valuation, I apply an 8x earnings multiple to US$15M of future profit, giving a future equity value of about US$120M. I then discount that value back to today to reflect execution risk, customer concentration risk, and uncertainty around whether the lost revenue fully returns. After converting to CAD and dividing by the current share count, this gives me a fair value of approximately CA$1.21 per share. This valuation depends on revenue recovering and margins improving. If the customer disruption is permanent, or if advertising demand does not improve, the fair value would be much lower. Valuation Inputs Revenue in 3 years: around US$60M to US$65M Earnings in 3 years: around US$12M to US$15M Future P/E: around 8x to 10x

Invinity Energy Systems

Invinity Energy Systems: All About That BESS

A lesser-known battery maker is betting that the world’s power grids will need storage that lasts longer and avoids the safety worries tied to common lithium batteries. It’s cutting costs and lining up partners and policy tailwinds, but its biggest challenge may be securing the key material it relies on.Read more

UK£1

62.5% undervalued

Double_Bubbler's

Fair Value

Profit Margin

Future PE

31.19x

Price in 2029

UK£1.32

Freegold Ventures

Freegold Ventures, Eric Sprott is Betting Big on This 31 Moz Alaska Gold Beast

A big Alaska gold project near an existing mine could turn into a takeover target if higher gold prices spark a new wave of deal-making. The bull case leans on a well-known investor’s large stake, expanding plans for a much larger mine, and the idea that a nearby operator could use existing infrastructure.Read more

CA$33.01

96.4% undervalued

RockeTeller's

Fair Value

Profit Margin

9.45%

Future PE

15.43x

Price in 2031

CA$45.83

EnSilica

Why EnSilica is Worth Possibly 13x its Current Price

EnSilica builds custom chips for fast-growing markets like satellite internet and security, and recent deal activity in the sector suggests bigger players may pay up for the right technology and talent. The company says much of its future work is already lined up, but the path could still be bumpy if funding worries or customer timelines slip.Read more