Integra Resources: Surprisingly Strong Cash Flow In Q4 And An Attractive Valuation

Company Overview - Integra Resources (ITRG) is a U.S. gold mining company with assets located in Idaho and Nevada [1] - The main assets include the development projects DeLamar and Nevada North, along with smaller producing gold projects [1] Investment Strategy - The company focuses on turnarounds in the natural resource industries, typically maintaining a holding period of 2-3 years [2] - Emphasizing value offers good downside protection while still allowing for significant upside potential [2] - The portfolio has achieved a compounded annual growth rate of 26% over the last 6 years [2]