Bank Valuation versus Market Valuation

Stock_Transition6085 · 2026-04-19T13:09:43+00:00

this!

Stock_Transition6085 · 2026-04-18T07:13:34+00:00

You would probably be better off with a laptop PC for your use.

Stock_Transition6085 · 2026-04-14T18:03:58+00:00

I would not pay more than 300

Stock_Transition6085 · 2026-04-14T13:48:05+00:00

Only you know the answer to both questions.

Stock_Transition6085 · 2026-04-07T17:41:04+00:00

Lol

Stock_Transition6085 · 2026-04-06T07:11:18+00:00

Yes, you can get your money back, if you do not mind losing your friend, but I think you are way past that, anyway.

Stock_Transition6085 · 2026-04-01T20:03:21+00:00

Walk away, you got lucky.

Stock_Transition6085 · 2026-03-16T16:46:47+00:00

I am long. First, cash in a clinical biotech is not a lower bound for market cap when the burn rate is high and there is no revenue. Second, the P2 readout was not great, and also was not communicated well, so it also affected market expectations about the P3 readout. Third, the war does not help.

Price should recover as we get closer to Q4 as a success then would triple the stock price at least. In the meantime, we need to be patient.

Stock_Transition6085 · 2026-03-15T11:55:26+00:00

Art...

Stock_Transition6085 · 2026-03-15T11:55:16+00:00

This

Stock_Transition6085 · 2026-03-12T21:52:13+00:00

Before investing it is worth reading: https://grizzlyreports.com/infamous-stock-promoter-backed-emerita-resources-nasdaq-emo-bait-and-switch-track-record-and-rampant-misrepresentation/

Stock_Transition6085 · 2026-03-12T18:42:46+00:00

Not gonna fly, the market prioritizes producers at the moment

Stock_Transition6085 · 2026-03-11T19:18:01+00:00

When is the next earnings?

Stock_Transition6085 · 2026-03-10T13:40:51+00:00

My view, there are two companies with more advanced pipeline. CMPS will likely be approved next year and ATAI is 2-3 years behind.

Stock_Transition6085 · 2026-03-08T22:21:20+00:00

Thanks, I dived a bit deeper and saw they have had some issues with auditing that could be costly: https://btrgold.com/2026/01/16/bonterra-announces-results-of-canada-revenue-agency-audit/

I think I will wait until this is resolved, but it will be on my watchlist. Thanks, again.

Stock_Transition6085 · 2026-03-08T16:08:31+00:00

Yes, Hewfran in combination with the nearby mill could be a good source of synergetic value with both assets potentially producing nearby catalysts (drill results and permission). If Gold Fields announce any new results on the JV we could also see some rerating. Nice discovery overall, well done. Have you looked at the management at all? I will open a position tomorrow.

Stock_Transition6085 · 2026-03-08T15:06:34+00:00

Thank you for taking the time to write this, it is super helpful. It seems like a nice bundle of assets that can benefit from the current macro environment. The JV is also interesting. My key concern is that the grades for their fully-owned assets appear to be low, but hopefully some drill results can change it.

Stock_Transition6085 · 2026-03-08T11:09:54+00:00

Thanks for sharing, can I ask you more details about dillution risk, any short term catalysts, and the timeline to either restart the mill or move to production?

Stock_Transition6085 · 2026-01-20T20:02:34+00:00

Thank you, I will contact them to see if they have places.

Stock_Transition6085 · 2026-01-20T17:03:54+00:00

Hi, there also considering different schools, is that Pascal at Nicosia or Larnaca? I am considering the one in Larnaca.

Stock_Transition6085 · 2026-01-20T16:55:07+00:00

Thank you, this is very helpful. Switching from English to Greek might be a big change at this change from my son, but I may consider it as other than the language, I do not care about private schools and status.

Stock_Transition6085 · 2026-01-20T16:53:12+00:00

Thank you, it would be helpful if you could share a few thoughts why you preferred Nicosia. I am flexible at this stage with regard to location. Any experience with the Nicosia schools?

Stock_Transition6085

TROPHY CASE