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Agricola
Community Contributor
Member since 2017
Views
60.1k
Total number of views
Fair Values Set
511
Total number of fair values set
Comments
22
Total number of comments
Followers
82
Total number of followers
Bulls make money, bears make money ... pigs? They get slaughtered! - Gordon Gecko
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CAML
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about 1 month ago
A Case for Central Asia Metals to reach £8-12 by 2031 in a commodities bull market.
"Base case is £8-£12, but if there's positive news on Antler and all goes well, we're looking at £10-15." - I'll take another look and adjust my headline pricing, thanks.
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GSVR
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5 months ago
A Case for Guanajuato Silver (TSXV:GSVR) to reach (low end) CAD$4 (high end) CAD$18 by 2031
I just updated my analysis, as I see it Bolanitos brings a great contribution to FCF for relatively little cost. Also the market is correcting but in it's final phase and will be moving up within 6 weeks in my opinion. I'll e buying this stock next week and hoping to turn it over quickly. I hope my update helps.
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GLDC
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6 months ago
A case for Cassiar Gold Corp (TSXV: GLDC) to reach CAD$8-10 before 2030 (X30-37)
Yes, they were noticed by some large investors at PDAC and they moved in and bought the stock there and then. It more than doubled for me so I sold 50% and have redeployed the capital into NeXGold Mining. Check out my analysis over there. I hope you have been rewarded for waiting.
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EXN
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7 months ago
A case for CA$31.80 (undiluted), aka 8,616% upside from CA$0.37 (an 86 bagger!).
You're welcome.
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EXN
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7 months ago
A case for CA$31.80 (undiluted), aka 8,616% upside from CA$0.37 (an 86 bagger!).
Correct, but from what I can tell, most of that debt is in a debt facility with Glencore, to be paid off via zinc off-take.
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EXN
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8 months ago
A case for CA$31.80 (undiluted), aka 8,616% upside from CA$0.37 (an 86 bagger!).
My price forecast depends much on the dramatic increase in M2 money supply, a dramatic increase in the industrial demand for silver leading to historically large deficits over the past 5 years, while mine supply (which comes mostly from copper mines has collapsed). Factoring in the Cantillon Effect, a bubble in the stock market and a looming (if not present) commodity cycle, these factors all coming together have brought me to a silver price of over $100-200 and a gold price of $8000. Could I be wrong? Easily as no-one knows the future, however we're now in uncharted territory for the silver market with central banks dumping dollars for gold and China (the largest silver producer) strangling the market due to tariff wars. My theory made me over 400% on my portfolio last year, if 2026 produces only half of that performance I'll be very pleased.
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EXN
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8 months ago
A case for CA$31.80 (undiluted), aka 8,616% upside from CA$0.37 (an 86 bagger!).
I'm using Hargreaves Lansdown. I own it on the TSX.
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EXN
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9 months ago
A case for CA$31.80 (undiluted), aka 8,616% upside from CA$0.37 (an 86 bagger!).
Good luck.
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EXN
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9 months ago
A case for CA$31.80 (undiluted), aka 8,616% upside from CA$0.37 (an 86 bagger!).
Good luck.
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