Global Community

This company’s main dialysis infection product still looks hard to replace, but the market seems to be pricing it as if growth has stalled for good. A pricing change and two upcoming trial readouts could reshape the story quickly, with big upside if things go right—and a clear hit if they don’t.Read more

Ryde is trying to win ride-hailing and deliveries in Southeast Asia by treating drivers differently, and early signs suggest customers are sticking around as the business scales. Partnerships, greener transport options, and plans to expand beyond Singapore could help it grow faster—but the path to consistent profits is still the big question.Read more

Four Crashes. Recovery Times of Two Years, Fifteen Years, and Five Months.Read more

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

Salazar Resources Limited (TSXV: SRL / OTCQB: SRLZF) NAV-based analysis, current fair value estimate, and 5-year share price forecast. My variables in metals and oil prices over the next 5 years: 2026: Gold: $5-6000, silver $60-90, oil $60-80 2027: Gold $6-7000, Silver $90-120, oil $80-100 2028: Gold $7-8000, Silver $110-150, Oil $100-150 2029: Gold $8-9000, silver $150-200, oil $150-200 2030: Gold $9000-$10000, silver $200-300, oil $200-300 Company Snapshot and Core Asset (as of mid-August 2026) Salazar is a Canadian-listed junior focused on Ecuador.Read more

JAG Berhad turns industrial waste from Malaysia’s electronics and chip makers into recovered metals like copper, gold, and silver, and the business swings back into profit after a tough year. It also pushes into new types of regulated waste, which could make earnings less tied to one industry—but swings in metal prices and strict compliance rules still matter.Read more

Elm looks safer than many growth stories because it runs essential government digital services, but its core platforms may be reaching maturity and newer work can be less profitable. The key question is whether dividends and efficiency gains can offset slower growth and the risk that government pricing or budgets tighten.Read more

Rating: Buy / cyclical AI infrastructure leader Style: Semiconductor memory supercycle, HBM, data-center infrastructure Core debate: Has AI structurally changed the memory cycle, or is Micron showing peak-cycle earnings that the market should not capitalize too aggressively? Executive View Micron Technology has become one of the most important “ picks and shovels ” companies in the AI buildout.Read more

Is copper (“Cu”) flying under the radar, overshadowed by the trials and tribulations of gold (“Au”) & silver (“Ag”)? I think it is.Read more