30
| Company | Price & Valuation | FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
VZLA Vizsla Silver US$3.15n/aintrinsic discount 4.3%7D -5.4%3M The author hasn't set a fair value for VZLA | ||||||
SPG Simon Property Group US$228.19n/aintrinsic discount 4.0%7D 11.4%3M The author hasn't set a fair value for SPG | ||||||
OXY Occidental Petroleum US$55.19n/aintrinsic discount 0.7%7D -2.0%3M The author hasn't set a fair value for OXY | ||||||
SCCO Southern Copper US$175.07n/aintrinsic discount 0.3%7D -3.7%3M The author hasn't set a fair value for SCCO | ||||||
FNV Franco-Nevada US$200.17n/aintrinsic discount -0.2%7D -19.1%3M The author hasn't set a fair value for FNV | ||||||
RIO Rio Tinto Group US$89.07n/aintrinsic discount -0.9%7D -8.9%3M The author hasn't set a fair value for RIO | ||||||
DLR Digital Realty Trust US$176.25n/aintrinsic discount -0.9%7D -12.4%3M The author hasn't set a fair value for DLR | ||||||
EQR Equity Residential US$68.80n/aintrinsic discount -1.3%7D 11.2%3M The author hasn't set a fair value for EQR | ||||||
AVB AvalonBay Communities US$191.84n/aintrinsic discount -1.4%7D 11.4%3M The author hasn't set a fair value for AVB | ||||||
AMT American Tower US$167.06n/aintrinsic discount -1.4%7D -4.4%3M The author hasn't set a fair value for AMT | ||||||
PSA Public Storage US$315.53n/aintrinsic discount -2.0%7D 2.3%3M The author hasn't set a fair value for PSA | ||||||
FCX Freeport-McMoRan US$58.79n/aintrinsic discount -2.0%7D -13.0%3M The author hasn't set a fair value for FCX | ||||||
EQIX Equinix US$1,017.31n/aintrinsic discount -2.1%7D -7.0%3M The author hasn't set a fair value for EQIX | ||||||
VIST Vista Energy. de US$63.91n/aintrinsic discount -2.4%7D -5.8%3M The author hasn't set a fair value for VIST | ||||||
LTBR Lightbridge US$7.45n/aintrinsic discount -3.2%7D -40.9%3M The author hasn't set a fair value for LTBR | ||||||
WPM Wheaton Precious Metals US$103.45n/aintrinsic discount -4.1%7D -27.1%3M The author hasn't set a fair value for WPM | ||||||
AEM Agnico Eagle Mines US$136.34n/aintrinsic discount -5.0%7D -32.9%3M The author hasn't set a fair value for AEM | ||||||
UEC Uranium Energy US$9.40n/aintrinsic discount -6.7%7D -34.9%3M The author hasn't set a fair value for UEC | ||||||
LAC Lithium Americas US$2.90n/aintrinsic discount -7.6%7D -38.8%3M The author hasn't set a fair value for LAC | ||||||
EQX Equinox Gold US$8.68n/aintrinsic discount -8.1%7D -38.7%3M The author hasn't set a fair value for EQX | ||||||
30
| Company | Price & Valuation | FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
WELL Welltower 4.4%7D 18.6%3M | US$244.84 n/aintrinsic discount | The author hasn't set a fair value for WELL | PE 122.8x | E 19.1% | US$242.55 | |
VZLA Vizsla Silver 4.3%7D -5.4%3M | US$3.15 n/aintrinsic discount | The author hasn't set a fair value for VZLA | PB 2.6x | E 21.6% | US$5.51 | |
SPG Simon Property Group 4.0%7D 11.4%3M | US$228.19 n/aintrinsic discount | The author hasn't set a fair value for SPG | PE 15.8x | E -13.8% | US$224.42 | |
PLD Prologis 3.7%7D 3.9%3M | US$147.48 n/aintrinsic discount | The author hasn't set a fair value for PLD | PE 32.7x | E -0.1% | US$157.00 | |
O Realty Income 1.6%7D 1.8%3M | US$65.18 n/aintrinsic discount | The author hasn't set a fair value for O | PE 54.2x | E 14.2% | US$68.21 | |
OXY Occidental Petroleum 0.7%7D -2.0%3M | US$55.19 n/aintrinsic discount | The author hasn't set a fair value for OXY | PE 74.6x | E 18.1% | US$64.26 | |
SCCO Southern Copper 0.3%7D -3.7%3M | US$175.07 n/aintrinsic discount | The author hasn't set a fair value for SCCO | PE 29.4x | E 7.2% | US$165.98 | |
MT ArcelorMittal -0.1%7D 8.1%3M | US$65.85 n/aintrinsic discount | The author hasn't set a fair value for MT | PE 17.3x | E 17.2% | US$70.26 | |
FNV Franco-Nevada -0.2%7D -19.1%3M | US$200.17 n/aintrinsic discount | The author hasn't set a fair value for FNV | PE 28.2x | E 12.3% | US$277.88 | |
RIO Rio Tinto Group -0.9%7D -8.9%3M | US$89.07 n/aintrinsic discount | The author hasn't set a fair value for RIO | PE 14.5x | E 8.4% | US$101.82 | |
DLR Digital Realty Trust -0.9%7D -12.4%3M | US$176.25 n/aintrinsic discount | The author hasn't set a fair value for DLR | PE 48.8x | E 1.7% | US$218.71 | |
BHP BHP Group -1.1%7D 3.6%3M | US$80.49 n/aintrinsic discount | The author hasn't set a fair value for BHP | PE 20x | E 7.6% | US$84.46 | |
EQR Equity Residential -1.3%7D 11.2%3M | US$68.80 n/aintrinsic discount | The author hasn't set a fair value for EQR | PE 27.1x | E -7.5% | US$72.33 | |
AVB AvalonBay Communities -1.4%7D 11.4%3M | US$191.84 n/aintrinsic discount | The author hasn't set a fair value for AVB | PE 23.9x | E -10.1% | US$198.44 | |
AMT American Tower -1.4%7D -4.4%3M | US$167.06 n/aintrinsic discount | The author hasn't set a fair value for AMT | PE 26.8x | E 7.4% | US$215.17 | |
PSA Public Storage -2.0%7D 2.3%3M | US$315.53 n/aintrinsic discount | The author hasn't set a fair value for PSA | PE 32.5x | E 5.3% | US$332.88 | |
FCX Freeport-McMoRan -2.0%7D -13.0%3M | US$58.79 n/aintrinsic discount | The author hasn't set a fair value for FCX | PE 31x | E 17.9% | US$70.93 | |
EQIX Equinix -2.1%7D -7.0%3M | US$1,017.31 n/aintrinsic discount | The author hasn't set a fair value for EQIX | PE 70.6x | E 12.7% | US$1,199.66 | |
VIST Vista Energy. de -2.4%7D -5.8%3M | US$63.91 n/aintrinsic discount | The author hasn't set a fair value for VIST | PE 8.6x | E 8.8% | US$92.30 | |
B Barrick Mining -2.9%7D -13.7%3M | US$34.89 n/aintrinsic discount | The author hasn't set a fair value for B | PE 9.5x | E 5.0% | US$48.68 | |
LTBR Lightbridge -3.2%7D -40.9%3M | US$7.45 n/aintrinsic discount | The author hasn't set a fair value for LTBR | PB 1.1x | S n/a | n/a | |
WPM Wheaton Precious Metals -4.1%7D -27.1%3M | US$103.45 n/aintrinsic discount | The author hasn't set a fair value for WPM | PE 26.1x | E 11.6% | US$176.54 | |
NEM Newmont -4.2%7D -18.4%3M | US$89.20 n/aintrinsic discount | The author hasn't set a fair value for NEM | PE 11.2x | E 7.9% | US$132.57 | |
AEM Agnico Eagle Mines -5.0%7D -32.9%3M | US$136.34 n/aintrinsic discount | The author hasn't set a fair value for AEM | PE 12.8x | E -1.6% | US$223.48 | |
HL Hecla Mining -6.3%7D -21.0%3M | US$14.29 n/aintrinsic discount | The author hasn't set a fair value for HL | PE 20.8x | E 22.9% | US$24.08 | |
UEC Uranium Energy -6.7%7D -34.9%3M | US$9.40 n/aintrinsic discount | The author hasn't set a fair value for UEC | PB 3.3x | E 95.0% | US$18.03 | |
LAC Lithium Americas -7.6%7D -38.8%3M | US$2.90 n/aintrinsic discount | The author hasn't set a fair value for LAC | PB 0.8x | E 58.1% | US$4.80 | |
MP MP Materials -7.7%7D -30.5%3M | US$45.70 n/aintrinsic discount | The author hasn't set a fair value for MP | PS 23.4x | E 53.8% | US$79.22 | |
EQX Equinox Gold -8.1%7D -38.7%3M | US$8.68 n/aintrinsic discount | The author hasn't set a fair value for EQX | PE 27.8x | E 18.3% | US$19.46 | |
AA Alcoa -10.8%7D -35.2%3M | US$43.48 n/aintrinsic discount | The author hasn't set a fair value for AA | PE 9x | E 5.2% | US$62.48 |