Investor, Mathematician, Mining Expert, Artist, & Miscellaneousor
Montréal, Québec
Joined August 2016
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- Following54
- Followers2.7K
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Arturo retweeted
Nobel prize winning economists tell us that if oil goes above $100, the global economy implodes. These idiots don't understand inflation! Here's 5 randomly chosen commodities and their average price/yr since 2005.
Which one is not like the others? Remember: buying power of USD drops each year!
We’ve had some great gains with this year’s picks so far. I’m back with another great Canadian oil producer: Journey Energy. $JOY.TO has +300% upside with US$100 WTI and US$92 WCS. Check out my valuation calculator to see how it scales with oil prices: journey-fairvalue.vercel.app
I'm back with a new undervalued stock. Obsidian Energy $OBE.TO: obsidian-fairvalue.vercel.ap…. They have 210% upside at $80 WCS & $85 MSW with non-capital loss carryforwards of $1.7Billion and 10% annualized buybacks. I can’t find a better oil play
Arturo retweeted
Look man, don’t you get that it’s priced in? Everything is priced in. The length of your ball hair and its subsequent jojoba oil demand is priced in. Anything you can possible ever conceive of is in. Don’t you dare invest, you won’t be able to beat the S&P! It’s all priced in!
Arturo retweeted
A fund in spain just added Minera Alamos $MAI.V $MAIFF $MAIFD and you're still not long anon?
Read the writing on the wall. This fund says it's fairly valued, assuming gold is $2600.
That's a long re-rate to get to a fair value.
$MAI - Nuevo holding Equity Small Caps FI
1⃣Minera Alamos Inc. ofrece una combinación poco habitual de activos auríferos en EE. UU., bajo riesgo operativo y fuerte generación de caja. Con Pan ya produciendo y Copperstone y Gold Rock totalmente permitidos, la compañía tiene visibilidad de crecimiento sin necesidad de nueva financiación en un entorno de oro estructuralmente alto.
2⃣A precios actuales del oro (~US$4.800/oz), nuestro NAV fully diluted ronda ~C$16–17 por acción, frente a una cotización de ~C$6,3, lo que refleja un descuento muy elevado. Incluso aplicando un enfoque prudente (precio objetivo ≈60 % del NAV), el upside esperado es ~55–65 %, sin asumir exploración ni México
3⃣ El mercado descuenta implícitamente un escenario de oro muy inferior (~US$2.600/oz) y una ejecución deficiente, hipótesis poco coherentes con la calidad de los activos y su estado avanzado. Si la compañía ejecuta según plan y el oro se mantiene elevado, el re-rating hacia pares estadounidenses podría cerrar gran parte del gap, con opcionalidad adicional gratuita por extensiones de vida y permisos futuros.
The $apm.to shorts have to buy back 10 million shares and they are already 15-20% down on their position...
Meanwhile I am up 630% from my initial long entry... I guess they really want to make me rich?
So hilarious that the “may I meet you” thing works because these guys aren't able to speak to people in public without the guise of satire and they were finally afforded it by Mr. Ackman
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This frustrates me so much... how do you expect Canadians to have any desire to innovate, start businesses, or be conscientious whatsoever when their own Prime Minister doesn't have a shred of emotional or material tie to the country?
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All my holdings are in Canadian companies, about time Carney follows suit
🇨🇦 🚨#BREAKING: Moose On The Loose just dug into Carney’s portfolio:
• 583 total holdings
• 🇨🇦 3 Canadian positions → ~0.5%
• 🇺🇸 530 U.S. positions → ~91%
So while Canadians get told that a 35% tariff will “protect jobs,”
91% of Carney’s own money is sitting comfortably in the 🇺🇸 U.S. market.
That’s not a conflict of interest.
That’s the operating model.
@ronmortgageguy @StephenPunwasi @BetterDwelling @cbcwatcher @MarketManiaCa
#cdnpoli #cdnecon #Canada #Tariffs #FollowTheMoney #Trump #USA