The stock referenced here is $MCI.V, which is one of three gold mining companies I've added over the last few weeks: $MCI.V - Minnova $CERT.V - Cerrado Gold $MAI.V - Minera Alamos Gold Larger write-up coming later, but for now: Minnova owns a past-producing gold mine in

👀👀 $ALTO $GPRE #E15 “We’re hopeful and cautiously optimistic that as soon as the funding bill that has to be passed later this month we might get legislation that permanently allows year-round sales.” share.google/b8dRqmRClfXWZp…

Here we go!!!! #E15 $ALTO $GPRE

The problem with pitching certain gold miners right now is that it actually sounds like you're lying when you try to describe them. $MCI.V is one financing agreement away from earning 1.5-4.0x its market cap annually, and you could fit everyone who cares inside a Taco Bell.

$PBI is releasing earnings on February 17, or 48 days after quarter end. This may be noteworthy, as it's their longest reporting delay by far in the last 10 years. Second place was a 39 day wait, on August 8, 2024. That was the day they announced the GEC exit. This quarter's

Again, everyone needs to understand that $GOOG's search ads revenue is only increasing at this point because they've gone absolutely full tilt on monetizing their platform at the expense of user experience and organic traffic. Ask any large advertiser what's happened since 2024

There's a circulating theory from Paulofutre and others that $CLA.AX is on the verge of getting bought out of their MCB project, and I think it's credible. The assets are very undervalued, but there are also a bunch of weird breadcrumbs. Silvercorp tried to buy out MCB in

$EDM.V is one of the most unbelievable setups I've ever seen. Wish someone had told me about this in the $0.10's but I'll have to settle for the position I've built over the last week. Now an 8% position. Zachariah Loney has done a great job outlining the opportunity on this

I will tell here in this post why I believe $CLA.AX is going to be taken out by Silvercorp. Firstly is difficult to hold this large stake in CLA while the management acts this way, but of course Im not selling at these prices. I am not going to speak a lot more about it. I am

👀 $PBI Saber Capital Management filed a 13-F with Pitney Bowes as a new position with 1 million shares as of 12/31/2025. Given the trading range of $10-$11 recently, interesting entry point. Looking forward to the earnings release this week!

What in the world is going on at $PBI???? investorrelations.pitneybowes.com/news-releases/… Steve Fischer is the new PB Bank President and previously ran a bank 35x larger?? Benoit Robinot left $AMZN for $PBI? David Cossit-Levy left a parallel job at $IQV a company 25x larger than $PBI to work for

Gentlemen, NOW IT'S OFFICIAL!!! Celsius Resources will own 100% of the MCB project!!! Sodor is history!!! 100% ownership of a project with 3.5 billion lbs of copper + 1.4 million oz of gold (3 B EBITDA in the first 10 years) cannot be worth 45 million USD!!! It's insane! $CLA.AX

$PBI has bought back 16% of their shares in the last 6 months. $350m FCF and about 150m shares left.

This tweet from John is a good primer on why $PBI's FCF is so much higher than net income, and why the FCF number is what really matters. $PBI has a market cap of $1.65b and a financing receivables book of $1.1b. The net cash runoff from this book clearly counts for something in

EDM Initiates Gold Exploration Program at the Scotia Mine $EDM.V tinyurl.com/2yaqc8rv

$GPRE 2025 Adjusted EBITDA (including 45z): $94.0M $ALTO 2025 Adjusted EBITDA (including 45z): $44.6M If $GPRE is massively undervalued at $1B market cap.... then were should $ALTO trade? Definitely not around $4, $5, or $6.....

$ALTO is now a 4-bagger after 6 months of holding. There could be 50-100% more runway left depending on how E15 legislation and their remaining projects pan out, but I've sold 40% of my position post-earnings to lock in some gains. DOMO Capital Management, LLC deserves a major shoutout for his