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Karthik_Selva
Karthik_Selva

Metals, Mining & Materials (12)

Thematic Narrative Collections #7 - Metals, Mining & Materials

Gold, platinum group metals, chemicals and the raw inputs everything else is built from. One handpicked community Narrative per stock, chosen by the Simply Wall St team, so you can track the whole theme in one place. Updated regularly.

Narratives are community opinions, not recommendations or financial advice. Do your own research.

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Watching

12

FV & Narrative
Valuation
Growth
Analyst Target

SVL

Silver Mines

AU$0.1795.8% undervalued intrinsic discount
12.9%7D
34.6%3M
R
RockeTeller
AU$4.19author fair value
14 Julauthor updated this narrative

Australia’s Largest Undeveloped Silver Project Just Got a Low-Cost Makeover

SLP

Sylvania Platinum

UK£0.9554.2% undervalued intrinsic discount
5.5%7D
5.8%3M
I
Imthetxarbi
UK£2.08author fair value
04 Junauthor updated this narrative

A Debt-Free PGM Producer Trading at 2x EBITDA With a 10% Dividend Yield Nobody Is Talking About

STGO

Steppe Gold

CA$1.8892.5% undervalued intrinsic discount
3.3%7D
34.3%3M
A
Agricola
CA$25author fair value
13 Aprauthor updated this narrative

A case for Steppe Gold, bear case CAD $4, base case CAD $15, bull case CAD $25

PRU

Perseus Mining

AU$6.5917.2% undervalued intrinsic discount
2.8%7D
20.9%3M
R
Robbo
AU$7.96author fair value
17 Junauthor updated this narrative

Mega IPO Liquidity Cycles and Temporary Mispricing in Defensive Assets – A Perseus Mining Case Study

OCI

OCI

€4.1137.3% undervalued intrinsic discount
0.4%7D
11.4%3M
I
€6.56author fair value
20 Mayauthor updated this narrative

OCI is not being priced on asset value. That is the opportunity.

LYC

Lynas Rare Earths

AU$14.3537.3% undervalued intrinsic discount
-0.1%7D
-21.1%3M
Z
zhalia
AU$22.87author fair value
12 Mayauthor updated this narrative

Lynas Rare Earths to Shine with 281% Future P/E Surge

DSV

Discovery Mining

CA$12.2582.5% undervalued intrinsic discount
-1.3%7D
42.6%3M
R
RockeTeller
CA$70author fair value
14 Augauthor updated this narrative

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

CSTM

Constellium

US$25.5524.9% undervalued intrinsic discount
-2.4%7D
-24.9%3M
H
HedgeY
US$34author fair value
08 Aprauthor updated this narrative

Constellium jet another cyclical aluminum processor, or a mispriced aluminum platform?

UG

Upside Gold

CA$0.7152.7% undervalued intrinsic discount
-2.7%7D
-38.3%3M
C
Clive_Thompson
CA$1.5author fair value
15 Sepauthor updated this narrative

Upside Gold - New Technical Report Expected in Q1 2027 Could Re-Rate The Stock.

TIG

Triumph Gold

CA$0.7296.4% undervalued intrinsic discount
-4.0%7D
4.3%3M
A
Agricola
CA$20author fair value
16 Julauthor updated this narrative

A Case For Triumph Gold. Bull Case: CAD $8-20+ (10-30x+ returns) By 2031.

SRL

Salazar Resources

CA$0.3994.8% undervalued intrinsic discount
-4.9%7D
62.5%3M
A
Agricola
CA$7.5author fair value
14 Augauthor updated this narrative

A Case for Salazar Resources to reach CAD $2.50 - $7.50+ by 2030

MP

MP Materials

US$47.267.1% undervalued intrinsic discount
-6.4%7D
-22.4%3M
O
US$50.85author fair value
02 Janauthor updated this narrative

Best bet on Rare Earth - Currently priced to perfection, invest if thesis holds at $35-40

Watching

12

FV & Narrative
Valuation
Growth
Analyst Target

SVL

Silver Mines

12.9%7D
34.6%3M

AU$0.17

95.8% undervalued intrinsic discount
R
RockeTeller
AU$4.19author fair value
14 Julauthor updated this narrative

Australia’s Largest Undeveloped Silver Project Just Got a Low-Cost Makeover

PB 2x
E -50.5%
AU$0.43

SLP

Sylvania Platinum

5.5%7D
5.8%3M

UK£0.95

54.2% undervalued intrinsic discount
I
Imthetxarbi
UK£2.08author fair value
04 Junauthor updated this narrative

A Debt-Free PGM Producer Trading at 2x EBITDA With a 10% Dividend Yield Nobody Is Talking About

PE 5x
E 5.9%
UK£1.62

STGO

Steppe Gold

3.3%7D
34.3%3M

CA$1.88

92.5% undervalued intrinsic discount
A
Agricola
CA$25author fair value
13 Aprauthor updated this narrative

A case for Steppe Gold, bear case CAD $4, base case CAD $15, bull case CAD $25

PE 9.4x
S -2.6%
CA$5.47

PRU

Perseus Mining

2.8%7D
20.9%3M

AU$6.59

17.2% undervalued intrinsic discount
R
Robbo
AU$7.96author fair value
17 Junauthor updated this narrative

Mega IPO Liquidity Cycles and Temporary Mispricing in Defensive Assets – A Perseus Mining Case Study

PE 14.6x
E 10.1%
AU$6.67

OCI

OCI

0.4%7D
11.4%3M

€4.11

37.3% undervalued intrinsic discount
I
€6.56author fair value
20 Mayauthor updated this narrative

OCI is not being priced on asset value. That is the opportunity.

PS 0.9x
E 146.8%
€3.89

LYC

Lynas Rare Earths

-0.1%7D
-21.1%3M

AU$14.35

37.3% undervalued intrinsic discount
Z
zhalia
AU$22.87author fair value
12 Mayauthor updated this narrative

Lynas Rare Earths to Shine with 281% Future P/E Surge

PE 65x
E 28.9%
AU$17.93

DSV

Discovery Mining

-1.3%7D
42.6%3M

CA$12.25

82.5% undervalued intrinsic discount
R
RockeTeller
CA$70author fair value
14 Augauthor updated this narrative

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

PE 29.5x
E 12.9%
CA$13.86

CSTM

Constellium

-2.4%7D
-24.9%3M

US$25.55

24.9% undervalued intrinsic discount
H
HedgeY
US$34author fair value
08 Aprauthor updated this narrative

Constellium jet another cyclical aluminum processor, or a mispriced aluminum platform?

PE 6.4x
E -19.6%
US$37.91

UG

Upside Gold

-2.7%7D
-38.3%3M

CA$0.71

52.7% undervalued intrinsic discount
C
Clive_Thompson
CA$1.5author fair value
15 Sepauthor updated this narrative

Upside Gold - New Technical Report Expected in Q1 2027 Could Re-Rate The Stock.

PB 5.6x
S n/a
n/a

TIG

Triumph Gold

-4.0%7D
4.3%3M

CA$0.72

96.4% undervalued intrinsic discount
A
Agricola
CA$20author fair value
16 Julauthor updated this narrative

A Case For Triumph Gold. Bull Case: CAD $8-20+ (10-30x+ returns) By 2031.

PB 5.8x
S n/a
n/a

SRL

Salazar Resources

-4.9%7D
62.5%3M

CA$0.39

94.8% undervalued intrinsic discount
A
Agricola
CA$7.5author fair value
14 Augauthor updated this narrative

A Case for Salazar Resources to reach CAD $2.50 - $7.50+ by 2030

PB 4.4x
S n/a
n/a

MP

MP Materials

-6.4%7D
-22.4%3M

US$47.26

7.1% undervalued intrinsic discount
O
US$50.85author fair value
02 Janauthor updated this narrative

Best bet on Rare Earth - Currently priced to perfection, invest if thesis holds at $35-40

PS 20.2x
E 56.6%
US$74.29

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