Community Contributor
Member since 2019
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My plan is to execute a bifurcated strategy that leverages high-conviction, catalyst-driven speculation to systematically fund and accumulate a fortress portfolio of durable, quality compounders.

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CA$2.96
41.2% undervalued intrinsic discount
Fair Value
Production Capacity: 4.0 million tonnes per annum (Mtpa) at steady state. Base Salt Price: C$81.67 per tonne (FOB Turf Point). All-In Sustaining Cost (AISC): C$34.90 per tonne, creating a massive operating margin insulated from inflation. Initial Capital Expenditure (CapEx): C$589 million. Discount Rate: 8%.
US$943.79k
21.1% undervalued intrinsic discount
Fair Value
Revenue
13% p.a.
Profit Margin
18.33%
Future PE
14.51x
Price in 2029
US$1.29m
CA$17.7
97.5% undervalued intrinsic discount
Fair Value
Profit Margin
70%
Future PE
30x
Price in 2031
CA$31.19
US$55
88.6% undervalued intrinsic discount
Fair Value
Profit Margin
6.67%
Future PE
19.2x
Price in 2031
US$77.74
US$85
54.3% undervalued intrinsic discount
Fair Value
Profit Margin
6.42%
Future PE
22.98x
Price in 2030
US$125.04