Cerrado Gold: A Deep Value Bet

Group 1 - The article discusses the current state of Cerrado Gold (CRDOF), suggesting it is in an "orphan period" following the initial excitement of its Preliminary Economic Assessment (PEA) [1] - The author emphasizes a focus on uncovering high-upside opportunities in overlooked sectors, particularly small-cap stocks, energy, and commodities [1] - The investment strategy mentioned includes the CAN SLIM framework, fundamental momentum indicators like EPS, ROE, and revenue, as well as technical analysis and econometric tools to assess risk and market cycles [1] Group 2 - The author has been managing personal capital since 2020 and has been advising under MiFID II, indicating a level of professional experience and regulatory compliance [1] - The article highlights a belief that there is a disconnect between market narratives and actual numbers, suggesting potential investment opportunities in this discrepancy [1]